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Salesforce
CRM

Overview Fund Activity

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$379M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$305M
3
Citadel Advisors
Citadel Advisors
Florida
+$218M
4
State Street
State Street
Massachusetts
+$218M
5
LPC
Lone Pine Capital
Connecticut
+$206M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
2
Morgan Stanley
Morgan Stanley
New York
-$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$379M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$321M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
726
Cetera Advisors
Colorado
$1.69M -$4.61M -29,078 -73%
MS
727
Mizuho Securities
Japan
$1.69M +$1.47M +9,270 +677%
UBG
728
United Bank (Georgia)
Georgia
$1.67M -$39K -246 -2%
JSL
729
JT Stratford LLC
Georgia
$1.67M +$168K +1,060 +11%
RCP
730
Rothschild Capital Partners
New York
$1.66M +$1.66M +10,507 New
WIA
731
Wealthstreet Investment Advisors
Texas
$1.65M – – –
NIP
732
Nicholas Investment Partners
California
$1.65M +$1.65M +10,422 New
RIL
733
Rothschild Investment LLC
Illinois
$1.65M +$1.65M +10,400 New
CCM
734
Covington Capital Management
California
$1.64M +$611K +3,859 +60%
CLOS
735
Compagnie Lombard Odier SCmA
Switzerland
$1.62M +$646K +4,078 +66%
SH
736
SeaTown Holdings
Singapore
$1.62M – – –
GFPC
737
Global Financial Private Capital
Florida
$1.61M +$1.09M +6,885 +208%
H
738
HoyleCohen
California
$1.61M +$321K +2,030 +25%
CG
739
Caprock Group
Idaho
$1.61M +$69.7K +440 +5%
TSS
740
Two Sigma Securities
New York
$1.6M +$1.6M +10,118 New
JRP
741
Jasper Ridge Partners
California
$1.59M – – –
ACP
742
Aviance Capital Partners
Florida
$1.58M +$792K +5,000 +100%
GCM
743
Glaxis Capital Management
Florida
$1.58M +$1.58M +10,000 New
SCM
744
Southport Capital Management
Tennessee
$1.58M -$19.8K -125 -1%
OGC
745
Oak Grove Capital
New Hampshire
$1.58M +$1.08M +6,822 +217%
NL
746
NVWM LLC
Pennsylvania
$1.55M +$560K +3,537 +56%
ECM
747
Element Capital Management
New York
$1.54M -$83.6M -528,075 -98%
IB
748
Intrust Bank
Kansas
$1.54M +$42K +265 +3%
MAM
749
Martingale Asset Management
Massachusetts
$1.54M +$365K +2,301 +31%
CAL
750
Capital Analysts LLC
Pennsylvania
$1.51M +$21.7K +137 +1%
28 29
30
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