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Salesforce
CRM

Overview Fund Activity

1,298 hedge funds and large institutions have $87.5B invested in Salesforce in 2018 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 535 increasing their positions, 394 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+83
Holders Change %
+6.83%
% of All Funds
28.97%
Holding in Top 10
101
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.44%
% of All Funds
2.25%
New
231
Increased
535
Reduced
394
Closed
137
Calls
$1.77B
Puts
$2.05B
Net Calls
-$277M
Net Calls Change
+$440M

Top Buyers

1
BlackRock
BlackRock
New York
+$592M
2
Jennison Associates
Jennison Associates
New York
+$417M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$410M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$300M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$295M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$294M
2
Artisan Partners
Artisan Partners
Wisconsin
-$278M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$251M
4
Deutsche Bank
Deutsche Bank
Germany
-$199M
5
MCM
Melvin Capital Management
New York
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSIA
751
O'Shares Investment Advisers
Massachusetts
$914K +$914K +6,670 New
FT
752
Fiduciary Trust
Massachusetts
$912K +$52.1K +380 +6%
CBT
753
Capital Bank & Trust
California
$912K +$93.7K +684 +11%
VR
754
Viridian RIA
Washington
$911K -$78.5K -573 -8%
DAS
755
Dynamic Advisor Solutions
Arizona
$911K +$430K +2,873 +90%
EDRH
756
Edmond de Rothschild Holding
Switzerland
$910K +$113K +823 +14%
AAS
757
Avantax Advisory Services
Texas
$910K +$910K +6,647 New
FBT
758
First Bank & Trust
South Dakota
$907K -$129K -940 -12%
BWM
759
Bernicke Wealth Management
Wisconsin
$907K +$28.5K +208 +3%
SBH
760
Segall Bryant & Hamill
Illinois
$904K +$85K +620 +10%
FFA
761
First Foundation Advisors
California
$901K +$721K +5,269 +402%
BWAM
762
Boyd Watterson Asset Management
Ohio
$899K +$498K +3,632 +124%
1WA
763
180 Wealth Advisors
Washington
$896K – – –
CMANY
764
Capital Management Associates (New York)
New York
$890K +$135K +988 +18%
CCM
765
Covington Capital Management
California
$886K -$56K -409 -6%
WP
766
WealthSource Partners
California
$881K +$261K +1,907 +42%
TPWA
767
TRUE Private Wealth Advisors
Oregon
$870K -$27.2K -199 -3%
CC
768
Cadinha & Co
Hawaii
$868K +$329K +2,400 +61%
RTC
769
Riverview Trust Company
Washington
$864K +$864K +6,308 New
MMG
770
Monetary Management Group
Missouri
$864K +$864K +6,310 New
NB
771
Nicolet Bankshares
Wisconsin
$860K -$300K -2,189 -26%
NL
772
NVWM LLC
Pennsylvania
$859K +$22.7K +166 +3%
GRP
773
Global Retirement Partners
California
$852K +$782K +5,710 +1,115%
GI
774
Gradient Investments
Minnesota
$845K -$205K -1,500 -20%
MWA
775
Meridian Wealth Advisors
Texas
$844K +$844K +6,160 New
29 30
31
32 33