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Salesforce
CRM

Overview Fund Activity

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$379M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$305M
3
Citadel Advisors
Citadel Advisors
Florida
+$218M
4
State Street
State Street
Massachusetts
+$218M
5
LPC
Lone Pine Capital
Connecticut
+$206M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
2
Morgan Stanley
Morgan Stanley
New York
-$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$379M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$321M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
776
ExodusPoint Capital Management
New York
$1.32M +$1.32M +8,339 New
CBOA
777
Commonwealth Bank of Australia
Australia
$1.32M +$150K +948 +13%
EMG
778
Ellington Management Group
Connecticut
$1.31M +$1.31M +8,300 New
BP
779
Ballentine Partners
Massachusetts
$1.31M -$6.02K -38 -0.5%
EWM
780
Elmwood Wealth Management
California
$1.31M -$227K -1,435 -15%
NA
781
NewEdge Advisors
Louisiana
$1.31M +$42.1K +266 +3%
AAM
782
Azzad Asset Management
Virginia
$1.31M -$1.43K -9 -0.1%
CT
783
Coastline Trust
Rhode Island
$1.3M – – –
V
784
VeraBank
Texas
$1.29M – – –
CAPTRUST Financial Advisors
785
CAPTRUST Financial Advisors
North Carolina
$1.29M +$127K +801 +11%
AG
786
AlphaSimPlex Group
Massachusetts
$1.29M -$373K -2,358 -22%
DAS
787
Dynamic Advisor Solutions
Arizona
$1.29M +$323K +2,040 +34%
WEC
788
Winslow Evans & Crocker
Massachusetts
$1.28M -$29.5K -186 -2%
SACTSONJ
789
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.27M – – –
BJL
790
Brighton Jones LLC
Washington
$1.24M +$36.8K +232 +3%
BPCE
791
Bank Pictet & Cie (Europe)
Germany
$1.24M +$1.24M +7,800 New
KFP
792
KMG Fiduciary Partners
Ohio
$1.23M +$13.5K +85 +1%
BHIA
793
Birch Hill Investment Advisors
Massachusetts
$1.23M +$27.7K +175 +2%
ANRIA
794
American National Registered Investment Advisor
Texas
$1.23M -$3.96K -25 -0.3%
LNC
795
Lincoln National Corp
Pennsylvania
$1.21M +$50.7K +320 +4%
RMAM
796
Raab & Moskowitz Asset Management
New Jersey
$1.2M -$45.1K -285 -4%
TC
797
Telemus Capital
Michigan
$1.2M +$554K +3,500 +86%
GI
798
GAMCO Investors
Connecticut
$1.19M -$33.7K -213 -3%
HIM
799
Hotaling Investment Management
Pennsylvania
$1.18M +$1.43K +9 +0.1%
MCM
800
Mainstay Capital Management
Michigan
$1.18M -$239K -1,505 -17%
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