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Salesforce
CRM

Overview Fund Activity

1,215 hedge funds and large institutions have $101B invested in Salesforce in 2018 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+75
Holders Change %
+6.58%
% of All Funds
27.82%
Holding in Top 10
86
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.86%
% of All Funds
1.97%
New
148
Increased
495
Reduced
412
Closed
64
Calls
$1.38B
Puts
$2.1B
Net Calls
-$717M
Net Calls Change
-$640M

Top Buyers

1
State Street
State Street
Massachusetts
+$439M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$381M
3
BlackRock
BlackRock
New York
+$365M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$184M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$162M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.13B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$201M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
4
ECU
Egerton Capital (UK)
United Kingdom
-$172M
5
GIM
Generation Investment Management
United Kingdom
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
776
HBK Sorce Advisory
Pennsylvania
$736K +$67.7K +426 +10%
QT
777
Quantbot Technologies
New York
$733K +$733K +4,610 New
FAIM
778
Financial Advocates Investment Management
Washington
$731K +$90K +566 +14%
WP
779
WealthSource Partners
California
$720K -$59.2K -372 -8%
BUB
780
BBVA USA Bancshares
Texas
$714K +$110K +693 +18%
SFSIG
781
San Francisco Sentry Investment Group
California
$710K +$86.8K +546 +14%
GFP
782
Gryphon Financial Partners
Ohio
$705K +$637K +4,009 +943%
ANB
783
Amarillo National Bank
Texas
$702K – – –
SSP
784
Sapphire Star Partners
Washington
$700K -$143K -900 -17%
CG
785
Colony Group
Massachusetts
$687K -$30.4K -191 -4%
SCI
786
S&CO Inc
Massachusetts
$684K – – –
BL
787
BFSG LLC
California
$682K +$23.4K +147 +4%
I
788
INVST
Indiana
$664K -$194K -1,212 -23%
CCP
789
Corient Capital Partners
California
$659K – – –
BOH
790
Bank of Hawaii
Hawaii
$658K +$92.2K +580 +16%
GBT
791
Grove Bank & Trust
Florida
$653K -$1.91K -12 -0.3%
WF
792
Welch & Forbes
Massachusetts
$651K – – –
RFO
793
RiverGlades Family Offices
Florida
$648K – – –
MCM
794
MAI Capital Management
Ohio
$646K -$16.5K -104 -2%
NA
795
NewEdge Advisors
Louisiana
$644K +$368K +2,315 +133%
PTC
796
Private Trust Company
Ohio
$643K +$305K +1,921 +90%
CHAM
797
Clear Harbor Asset Management
Connecticut
$640K +$35.9K +255 +6%
IIM
798
Intact Investment Management
Quebec, Canada
$636K -$47.7K -300 -7%
SACTSONJ
799
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$636K +$636K +4,000 New
EFS
800
Essex Financial Services
Connecticut
$635K +$47.7K +300 +8%
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