CRM icon

Salesforce
CRM

Overview Fund Activity

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$379M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$305M
3
Citadel Advisors
Citadel Advisors
Florida
+$218M
4
State Street
State Street
Massachusetts
+$218M
5
LPC
Lone Pine Capital
Connecticut
+$206M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
2
Morgan Stanley
Morgan Stanley
New York
-$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$379M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$321M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
751
Simplicity Solutions
Minnesota
$1.49M +$764K +4,822 +105%
LWANC
752
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.48M +$158K +1,000 +12%
DC
753
Davenport & Co
Virginia
$1.48M +$1.02M +6,421 +220%
CC
754
Cognios Capital
Kansas
$1.48M -$1.53M -9,661 -51%
BRWA
755
B. Riley Wealth Advisors
Florida
$1.45M -$70.9K -447 -5%
CAM
756
Cypress Asset Management
Texas
$1.45M +$974K +6,150 +203%
AMCA
757
Arthur M. Cohen & Associates
Illinois
$1.44M +$18.2K +115 +1%
HBT
758
Hills Bank & Trust
Iowa
$1.43M +$33.2K +210 +2%
GIM
759
Goelzer Investment Management
Indiana
$1.43M +$136K +861 +11%
WCM
760
Wisconsin Capital Management
Wisconsin
$1.43M – – –
EWM
761
Edge Wealth Management
New York
$1.42M +$1.58K +10 +0.1%
CPC
762
Congress Park Capital
New York
$1.42M +$26.1K +165 +2%
CG
763
Colony Group
Massachusetts
$1.41M +$663K +4,183 +89%
HCM
764
Hollencrest Capital Management
California
$1.39M +$17.7K +112 +1%
OFM
765
Optima Fund Management
New York
$1.39M +$1.39M +8,773 New
OFS
766
Orrstown Financial Services
Pennsylvania
$1.38M +$30.1K +190 +2%
TIA
767
Tiemann Investment Advisors
California
$1.37M +$47.5K +300 +4%
AWM
768
Avitas Wealth Management
California
$1.36M -$84.9K -536 -6%
WA
769
Winfield Associates
Ohio
$1.34M +$1.34M +8,474 New
FMB
770
Field & Main Bank
Kentucky
$1.34M +$1.34M +8,445 New
PFO
771
Pathstone Family Office
New Jersey
$1.33M +$829K +5,232 +164%
EWM
772
Executive Wealth Management
Michigan
$1.33M +$601K +3,796 +83%
FCH
773
Freestone Capital Holdings
Washington
$1.33M +$1.33M +8,400 New
TA
774
Townsend & Associates
Colorado
$1.33M +$11.6K +73 +0.9%
MCM
775
Mitchell Capital Management
Kansas
$1.32M +$30.6K +193 +2%
29 30
31
32 33