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Salesforce
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Overview Fund Activity

999 hedge funds and large institutions have $64B invested in Salesforce in 2017 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 344 increasing their positions, 333 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+125
Holders Change %
+14.3%
% of All Funds
22.69%
Holding in Top 10
51
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+30.77%
% of All Funds
1.16%
New
181
Increased
344
Reduced
333
Closed
45
Calls
$999M
Puts
$1.2B
Net Calls
-$202M
Net Calls Change
-$237M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$337M
2
ECU
Egerton Capital (UK)
United Kingdom
+$295M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$279M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

1
SIM
SRS Investment Management
New York
-$221M
2
Citadel Advisors
Citadel Advisors
Florida
-$214M
3
Bank of America
Bank of America
North Carolina
-$191M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$167M
5
LPC
Lone Pine Capital
Connecticut
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
751
CPWM LLC
Washington
$299K -$98K -960 -25%
CC
752
Cadinha & Co
Hawaii
$299K – – –
HAG
753
HighPoint Advisor Group
Illinois
$294K +$294K +2,726 New
BBP
754
Banco BTG Pactual
Brazil
$293K -$72.1K -706 -20%
IC
755
Intersect Capital
California
$293K – – –
DIM
756
DC Investments Management
Virginia
$293K +$293K +2,865 New
FIM
757
Freedom Investment Management
Connecticut
$292K -$54.6K -533 -16%
ACM
758
Aviance Capital Management
Florida
$290K -$150K -1,468 -34%
SBIA
759
Sheaff Brock Investment Advisors
Indiana
$289K +$55.2K +540 +24%
AWM
760
Altium Wealth Management
New York
$288K +$288K +2,825 New
Group One Trading
761
Group One Trading
Illinois
$286K -$70K -684 -20%
PI
762
Parkside Investments
Illinois
$286K -$61.3K -600 -18%
SC
763
Savant Capital
Illinois
$285K – – –
WSFS
764
Wilmington Savings Fund Society
Delaware
$285K – – –
APP
765
Avantax Planning Partners
Iowa
$284K -$146K -1,430 -34%
HH
766
HWG Holdings
Texas
$284K +$284K +2,778 New
WT
767
Washington Trust
Rhode Island
$282K – – –
AW
768
ACG Wealth
Georgia
$280K -$39.6K -387 -12%
PAS
769
Partnervest Advisory Services
California
$280K -$10.2K -100 -4%
TDC
770
Thompson Davis & Co
Virginia
$279K -$86.7K -847 -24%
APA
771
American Portfolios Advisors
New York
$279K +$279K +2,727 New
CL
772
Choreo LLC
Illinois
$277K -$43.8K -429 -14%
GT
773
Glenview Trust
Kentucky
$277K – – –
WF
774
Welch & Forbes
Massachusetts
$275K +$4.91K +48 +2%
ACI
775
Alpha Cubed Investments
California
$271K -$357K -3,488 -57%
29 30
31
32 33