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Salesforce
CRM

Overview Fund Activity

1,215 hedge funds and large institutions have $101B invested in Salesforce in 2018 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+75
Holders Change %
+6.58%
% of All Funds
27.82%
Holding in Top 10
86
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.86%
% of All Funds
1.97%
New
148
Increased
495
Reduced
412
Closed
64
Calls
$1.38B
Puts
$2.1B
Net Calls
-$717M
Net Calls Change
-$640M

Top Buyers

1
State Street
State Street
Massachusetts
+$439M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$381M
3
BlackRock
BlackRock
New York
+$365M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$184M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$162M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.13B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$201M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
4
ECU
Egerton Capital (UK)
United Kingdom
-$172M
5
GIM
Generation Investment Management
United Kingdom
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
751
Linscomb Wealth
Texas
$861K -$7.32K -46 -0.8%
IDBONY
752
Israel Discount Bank of New York
New York
$860K -$15.9K -100 -2%
AA
753
ALPS Advisors
Colorado
$852K +$221K +1,387 +35%
SWM
754
SeaCrest Wealth Management
New York
$849K +$32.1K +202 +4%
LNC
755
Lincoln National Corp
Pennsylvania
$849K +$47.7K +300 +6%
CCMW
756
Cypress Capital Management (Wyoming)
Wyoming
$844K +$314K +1,975 +59%
BAM
757
Belpointe Asset Management
Nevada
$837K +$837K +5,262 New
LOAMS
758
Lombard Odier Asset Management (Switzerland)
Switzerland
$836K +$475K +2,988 +132%
SCM
759
Shelton Capital Management
Colorado
$831K – – –
BCWM
760
Blue Chip Wealth Management
Florida
$824K +$150K +942 +22%
AIM
761
Achmea Investment Management
Netherlands
$822K +$822K +5,177 New
Lido Advisors
762
Lido Advisors
California
$804K +$65.6K +413 +9%
AF
763
Ally Financial
Michigan
$795K -$1.27M -8,000 -62%
IBOK
764
Independence Bank of Kentucky
Kentucky
$795K -$29.4K -185 -4%
ACP
765
Aviance Capital Partners
Florida
$795K – – –
1SB
766
1ST Source Bank
Indiana
$794K -$10.2K -64 -1%
CWM
767
Cornerstone Wealth Management
Missouri
$786K -$1.17M -112,651 -60%
FI
768
Fosun International
China
$786K +$786K +4,900 New
AWM
769
Altium Wealth Management
New York
$782K -$45.7K -287 -6%
FHA
770
Flagship Harbor Advisors
Massachusetts
$780K +$227K +1,419 +41%
MC
771
Miles Capital
Iowa
$779K +$290K +1,825 +59%
CIM
772
CIM Investment Management
Pennsylvania
$766K -$378K -2,378 -33%
BFEC
773
Benjamin F. Edwards & Company
Missouri
$757K -$408K -2,567 -35%
CP
774
Camelot Portfolios
Ohio
$747K -$433K -2,725 -37%
GI
775
GAMCO Investors
Connecticut
$740K -$6.36K -40 -0.9%
29 30
31
32 33