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Salesforce
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Overview Fund Activity

999 hedge funds and large institutions have $64B invested in Salesforce in 2017 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 344 increasing their positions, 333 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+125
Holders Change %
+14.3%
% of All Funds
22.69%
Holding in Top 10
51
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+30.77%
% of All Funds
1.16%
New
181
Increased
344
Reduced
333
Closed
45
Calls
$999M
Puts
$1.2B
Net Calls
-$202M
Net Calls Change
-$237M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$337M
2
ECU
Egerton Capital (UK)
United Kingdom
+$295M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$279M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

1
SIM
SRS Investment Management
New York
-$221M
2
Citadel Advisors
Citadel Advisors
Florida
-$214M
3
Bank of America
Bank of America
North Carolina
-$191M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$167M
5
LPC
Lone Pine Capital
Connecticut
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
776
Optimum Investment Advisors
Illinois
$271K +$5.1K +50 +2%
FPFS
777
First Personal Financial Services
North Carolina
$271K +$104K +1,017 +62%
AWA
778
Arete Wealth Advisors
Illinois
$264K -$20.4K -200 -7%
NB
779
NBT Bank
New York
$261K +$261K +2,557 New
SG
780
StoneX Group
New York
$260K +$260K +2,539 New
CFA
781
Cahill Financial Advisors
Minnesota
$256K – – –
ATFA
782
All Terrain Financial Advisors
Minnesota
$256K +$256K +2,500 New
EA
783
Emerald Advisers
Pennsylvania
$255K -$7.16K -70 -3%
AIS
784
AlphaOne Investment Services
Pennsylvania
$254K -$262K -2,565 -51%
Luther King Capital Management (LKCM)
785
Luther King Capital Management (LKCM)
Texas
$249K -$99.5K -975 -29%
CBU
786
CIBC Bank USA
Illinois
$243K -$3.57K -35 -1%
Tudor Investment Corp
787
Tudor Investment Corp
Connecticut
$239K -$489K -4,770 -67%
LCP
788
Legacy Capital Partners
Wisconsin
$235K -$51.1K -500 -18%
WCA
789
Westover Capital Advisors
Delaware
$233K -$35.7K -349 -13%
BSW
790
Buckingham Strategic Wealth
Missouri
$228K -$5.22K -51 -2%
JRP
791
Jasper Ridge Partners
California
$227K – – –
HT
792
Heritage Trust
Oklahoma
$227K – – –
AIA
793
Allegis Investment Advisors
Idaho
$226K -$5.11K -50 -2%
GLI
794
Guardian Life Insurance
New York
$226K +$67.5K +660 +43%
FAIM
795
Financial Advocates Investment Management
Washington
$226K +$226K +2,207 New
AP
796
Appleton Partners
Massachusetts
$226K +$226K +2,215 New
CAG
797
Crestwood Advisors Group
Massachusetts
$225K – – –
NWS
798
Newport Wealth Strategies
California
$225K +$225K +1,974 New
CAMG
799
CWA Asset Management Group
Florida
$225K +$225K +2,202 New
AAP
800
Aristotle Atlantic Partners
Florida
$224K +$224K +2,196 New
30 31
32
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