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Salesforce
CRM

Overview Fund Activity

1,140 hedge funds and large institutions have $86.5B invested in Salesforce in 2018 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 515 increasing their positions, 323 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+68
Holders Change %
+6.34%
% of All Funds
26.13%
Holding in Top 10
79
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+25.4%
% of All Funds
1.81%
New
147
Increased
515
Reduced
323
Closed
71
Calls
$1.47B
Puts
$1.55B
Net Calls
-$76.7M
Net Calls Change
+$8.98M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$418M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$336M
4
BlackRock
BlackRock
New York
+$302M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$251M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$903M
2
PC
PointState Capital
New York
-$404M
3
Sands Capital Management
Sands Capital Management
Virginia
-$337M
4
TCM
Tybourne Capital Management
Hong Kong
-$308M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
776
Cetera Advisors
Colorado
$545K +$76.7K +564 +16%
NIM
777
NuWave Investment Management
New Jersey
$543K +$543K +3,984 New
AA
778
ALPS Advisors
Colorado
$541K +$541K +3,969 New
EWM
779
Edge Wealth Management
New York
$540K +$76.4K +560 +16%
FFWA
780
FRG Family Wealth Advisors
Washington
$538K +$538K +3,941 New
CC
781
Cadinha & Co
Hawaii
$537K +$9.55K +70 +2%
SFSIG
782
San Francisco Sentry Investment Group
California
$535K -$35.3K -259 -6%
SFG
783
Summit Financial Group
West Virginia
$533K – – –
MA
784
Montag & Associates
Georgia
$529K +$42K +308 +9%
BUB
785
BBVA USA Bancshares
Texas
$518K -$12.1K -89 -2%
BA
786
Boston Advisors
Massachusetts
$518K – – –
GLA
787
Great Lakes Advisors
Illinois
$516K +$516K +3,783 New
JFGIW
788
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$515K +$4.36K +32 +0.9%
EFS
789
Essex Financial Services
Connecticut
$504K +$31.8K +233 +7%
SBIA
790
Sheaff Brock Investment Advisors
Indiana
$503K +$122K +894 +32%
LSAG
791
Lake Street Advisors Group
New Hampshire
$499K +$9.68K +71 +2%
WAM
792
Wealthspire Advisors (Maryland)
Maryland
$496K +$20.5K +150 +4%
SCC
793
Spring Creek Capital
Kansas
$494K +$494K +3,625 New
FIM
794
Freedom Investment Management
Connecticut
$491K +$41.3K +303 +9%
PGFC
795
Peapack-Gladstone Financial Corp
New Jersey
$486K +$36.6K +268 +8%
BOH
796
Bank of Hawaii
Hawaii
$486K +$486K +3,560 New
HCM
797
HMS Capital Management
Tennessee
$486K +$486K +3,566 New
MWM
798
Meridian Wealth Management
Kentucky
$481K +$182K +1,335 +61%
SCA
799
Sander Capital Advisors
Washington
$478K +$478K +3,506 New
AB
800
Atlas Brown
Kentucky
$474K +$49.1K +345 +12%
30 31
32
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