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Salesforce
CRM

Overview Fund Activity

1,140 hedge funds and large institutions have $86.5B invested in Salesforce in 2018 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 515 increasing their positions, 323 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+68
Holders Change %
+6.34%
% of All Funds
26.13%
Holding in Top 10
79
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+25.4%
% of All Funds
1.81%
New
147
Increased
515
Reduced
323
Closed
71
Calls
$1.47B
Puts
$1.55B
Net Calls
-$76.7M
Net Calls Change
+$8.98M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$418M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$336M
4
BlackRock
BlackRock
New York
+$302M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$251M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$903M
2
PC
PointState Capital
New York
-$404M
3
Sands Capital Management
Sands Capital Management
Virginia
-$337M
4
TCM
Tybourne Capital Management
Hong Kong
-$308M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGNCM
751
R.G. Niederhoffer Capital Management
New York
$668K -$1.01M -7,400 -60%
WP
752
WealthSource Partners
California
$668K -$13.6K -100 -2%
GI
753
GAMCO Investors
Connecticut
$640K -$14.2K -104 -2%
NAM
754
NorthCoast Asset Management
Connecticut
$639K +$639K +4,683 New
Lido Advisors
755
Lido Advisors
California
$633K +$122K +893 +24%
CG
756
Colony Group
Massachusetts
$615K +$97.8K +717 +19%
PI
757
Parkside Investments
Illinois
$614K +$205K +1,500 +50%
ANB
758
Amarillo National Bank
Texas
$602K – – –
SCI
759
S&CO Inc
Massachusetts
$587K -$27.3K -200 -4%
IIM
760
Intact Investment Management
Quebec, Canada
$587K – – –
CHAM
761
Clear Harbor Asset Management
Connecticut
$585K +$68.2K +500 +13%
BCWM
762
Blue Chip Wealth Management
Florida
$578K +$281K +2,063 +95%
NFG
763
Next Financial Group
Texas
$576K -$317K -2,321 -35%
HSA
764
HBK Sorce Advisory
Pennsylvania
$573K +$145K +1,065 +34%
FTIOP
765
Fiduciary Trust International of Pennsylvania
Pennsylvania
$569K +$569K +4,166 New
MCM
766
MAI Capital Management
Ohio
$568K -$16.5K -121 -3%
PIM
767
Parker Investment Management
California
$566K -$612K -4,492 -52%
CB
768
CNB Bank
Pennsylvania
$565K -$42K -308 -7%
CCP
769
Corient Capital Partners
California
$565K +$86.9K +637 +18%
BL
770
BFSG LLC
California
$565K +$565K +4,144 New
FAIM
771
Financial Advocates Investment Management
Washington
$563K +$78.9K +565 +16%
GBT
772
Grove Bank & Trust
Florida
$561K -$9.54K -70 -2%
WF
773
Welch & Forbes
Massachusetts
$558K +$218K +1,600 +64%
RFO
774
RiverGlades Family Offices
Florida
$556K – – –
FI
775
FormulaFolio Investments
Michigan
$550K +$550K +4,029 New
29 30
31
32 33