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Salesforce
CRM

Overview Fund Activity

1,072 hedge funds and large institutions have $73.3B invested in Salesforce in 2018 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 428 increasing their positions, 343 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+73
Holders Change %
+7.31%
% of All Funds
24.6%
Holding in Top 10
63
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+23.53%
% of All Funds
1.45%
New
160
Increased
428
Reduced
343
Closed
77
Calls
$1.59B
Puts
$1.67B
Net Calls
-$85.6M
Net Calls Change
+$116M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$10.1B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$857M
3
BlackRock
BlackRock
New York
$4.94B
4
UBS AM
UBS AM
Illinois
$633M
5
Tiger Global Management
Tiger Global Management
New York
$263M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.07B
2
LPC
Lone Pine Capital
Connecticut
$0
3
Citadel Advisors
Citadel Advisors
Florida
$74.1M
4
State Street
State Street
Massachusetts
$2.88B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
776
Peapack-Gladstone Financial Corp
New Jersey
$383K – – –
AWM
777
Altium Wealth Management
New York
$381K +$51.9K +446 +16%
Twin Tree Management
778
Twin Tree Management
Texas
$379K -$2.45M -21,074 -87%
HK
779
Horizon Kinetics
New York
$379K -$68.1K -586 -15%
MOS
780
MGO One Seven
Ohio
$378K – – –
HAG
781
HighPoint Advisor Group
Illinois
$378K +$14K +105 +4%
DBT
782
Dubuque Bank & Trust
Iowa
$376K +$1.74K +15 +0.5%
KI
783
Koch Industries
Kansas
$375K +$375K +3,227 New
BWAM
784
Boyd Watterson Asset Management
Ohio
$373K -$44.8K -385 -11%
VIA
785
Vident Investment Advisory
Georgia
$373K -$20K -167 -5%
Tudor Investment Corp
786
Tudor Investment Corp
Connecticut
$371K +$99.6K +856 +37%
IIC
787
Integrated Investment Consultants
Michigan
$369K +$369K +3,170 New
RWA
788
Ropes Wealth Advisors
Massachusetts
$368K – – –
MWP
789
MYCIO Wealth Partners
Pennsylvania
$367K +$4.65K +40 +1%
BSW
790
Buckingham Strategic Wealth
Missouri
$367K +$108K +929 +42%
HSA
791
HBK Sorce Advisory
Pennsylvania
$365K +$1.98K +17 +0.5%
HTHT
792
Hemenway Trust Hemenway Trust
New Hampshire
$363K – – –
CL
793
Choreo LLC
Illinois
$363K +$47.2K +405 +15%
MC
794
Miles Capital
Iowa
$360K +$360K +3,098 New
AL
795
Aspiriant LLC
California
$351K +$351K +3,022 New
PI
796
Parkside Investments
Illinois
$349K +$23.3K +200 +7%
Verition Fund Management
797
Verition Fund Management
Connecticut
$348K -$229K -1,971 -40%
CDH
798
Charles D. Hyman
$347K – – –
AB
799
Atlas Brown
Kentucky
$347K +$7.1K +61 +2%
AW
800
ACG Wealth
Georgia
$340K +$22.2K +191 +7%
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