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Salesforce
CRM

Overview Fund Activity

1,072 hedge funds and large institutions have $73.3B invested in Salesforce in 2018 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 428 increasing their positions, 343 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+73
Holders Change %
+7.31%
% of All Funds
24.6%
Holding in Top 10
63
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+23.53%
% of All Funds
1.45%
New
160
Increased
428
Reduced
343
Closed
77
Calls
$1.59B
Puts
$1.67B
Net Calls
-$85.6M
Net Calls Change
+$116M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$324M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$306M
3
BlackRock
BlackRock
New York
+$297M
4
UBS AM
UBS AM
Illinois
+$251M
5
Tiger Global Management
Tiger Global Management
New York
+$176M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$548M
2
LPC
Lone Pine Capital
Connecticut
-$497M
3
Citadel Advisors
Citadel Advisors
Florida
-$409M
4
State Street
State Street
Massachusetts
-$305M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$148M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
751
Cadinha & Co
Hawaii
$449K +$110K +945 +32%
BA
752
Boston Advisors
Massachusetts
$442K – – –
CHAM
753
Clear Harbor Asset Management
Connecticut
$441K +$208K +1,789 +89%
CG
754
Colony Group
Massachusetts
$441K +$441K +3,792 New
JFGIW
755
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$436K – – –
Lido Advisors
756
Lido Advisors
California
$436K +$436K +3,755 New
MNG
757
Manning & Napier Group
New York
$430K -$95.2K -820 -18%
FFC
758
First Financial Corp
Indiana
$425K -$41.6K -358 -9%
LSAG
759
Lake Street Advisors Group
New Hampshire
$417K +$35.1K +302 +9%
MA
760
Montag & Associates
Georgia
$415K +$415K +3,571 New
PCM
761
Prelude Capital Management
New York
$414K -$3.38M -29,084 -89%
CCP
762
Corient Capital Partners
California
$407K -$43.8K -377 -10%
FMLI
763
Fukoku Mutual Life Insurance
Japan
$407K – – –
EMG
764
Ellington Management Group
Connecticut
$407K +$407K +3,500 New
WAM
765
Wealthspire Advisors (Maryland)
Maryland
$405K -$27.2K -234 -6%
HWA
766
HCR Wealth Advisors
California
$405K +$17.1K +147 +4%
EFS
767
Essex Financial Services
Connecticut
$403K -$154K -1,322 -28%
FAIM
768
Financial Advocates Investment Management
Washington
$403K +$146K +1,260 +57%
CA
769
Cetera Advisors
Colorado
$401K +$21.7K +186 +6%
EWM
770
Edge Wealth Management
New York
$395K – – –
ATFA
771
All Terrain Financial Advisors
Minnesota
$395K +$105K +900 +36%
CAW
772
Cornerstone Advisors (Washington)
Washington
$391K – – –
AWA
773
Arete Wealth Advisors
Illinois
$391K +$90.2K +775 +30%
CCMW
774
Cypress Capital Management (Wyoming)
Wyoming
$387K +$23.2K +200 +6%
FIM
775
Freedom Investment Management
Connecticut
$384K +$52.1K +448 +16%
29 30
31
32 33