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Salesforce
CRM

Overview Fund Activity

1,298 hedge funds and large institutions have $87.5B invested in Salesforce in 2018 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 535 increasing their positions, 394 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+83
Holders Change %
+6.83%
% of All Funds
28.97%
Holding in Top 10
101
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.44%
% of All Funds
2.25%
New
231
Increased
535
Reduced
394
Closed
137
Calls
$1.77B
Puts
$2.05B
Net Calls
-$277M
Net Calls Change
+$440M

Top Buyers

1
BlackRock
BlackRock
New York
+$592M
2
Jennison Associates
Jennison Associates
New York
+$417M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$410M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$300M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$295M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$294M
2
Artisan Partners
Artisan Partners
Wisconsin
-$278M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$251M
4
Deutsche Bank
Deutsche Bank
Germany
-$199M
5
MCM
Melvin Capital Management
New York
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
776
Compagnie Lombard Odier SCmA
Switzerland
$841K -$389K -2,840 -32%
CCB
777
Cutter & Co Brokerage
Missouri
$840K +$650K +4,746 +341%
IHL
778
Investment House LLC
California
$836K +$47.9K +350 +6%
LW
779
Linscomb Wealth
Texas
$836K +$94.8K +692 +13%
GAM
780
Gotham Asset Management
New York
$834K -$12.7M -92,873 -94%
OLA
781
Oliver Luxxe Assets
New Jersey
$834K +$43.8K +320 +6%
MIFH
782
Migdal Insurance & Financial Holdings
Israel
$819K -$2.13M -15,560 -72%
JDR
783
Jay D. Rosenbaum
$811K -$13K -95 -2%
IC
784
Intersect Capital
California
$806K +$270K +1,970 +50%
RBFC
785
Roman Butler Fullerton & Co
Missouri
$804K +$804K +5,471 New
BRWM
786
B. Riley Wealth Management
Tennessee
$801K +$321K +2,347 +67%
DP
787
Dearborn Partners
Illinois
$794K +$24K +175 +3%
FA
788
Fagan Associates
New York
$779K +$779K +5,690 New
CCM
789
Compton Capital Management
Rhode Island
$778K -$68.5K -500 -8%
BCM
790
Brown Capital Management
Maryland
$778K +$18.1K +132 +2%
ALAM
791
Asahi Life Asset Management
Japan
$773K +$773K +5,640 New
SWM
792
SeaCrest Wealth Management
New York
$770K +$38.8K +283 +5%
Capital Fund Management (CFM)
793
Capital Fund Management (CFM)
France
$770K +$770K +5,623 New
PIM
794
Penobscot Investment Management
Massachusetts
$762K – – –
HSA
795
HBK Sorce Advisory
Pennsylvania
$759K +$125K +913 +20%
GVAG
796
Great Valley Advisor Group
Delaware
$756K +$756K +5,519 New
SWMG
797
Strategic Wealth Management Group
Maryland
$754K +$754K +5,504 New
ACM
798
AlphaCrest Capital Management
New York
$753K +$753K +5,500 New
CCMW
799
Cypress Capital Management (Wyoming)
Wyoming
$751K +$24.8K +181 +3%
IFWM
800
Institute for Wealth Management
Colorado
$747K +$747K +5,457 New
30 31
32
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