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Salesforce
CRM

Overview Fund Activity

874 hedge funds and large institutions have $58.3B invested in Salesforce in 2017 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 376 increasing their positions, 297 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+18
Holders Change %
+2.1%
% of All Funds
21.82%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.97%
New
74
Increased
376
Reduced
297
Closed
46
Calls
$1.04B
Puts
$1B
Net Calls
+$34.7M
Net Calls Change
+$19.3M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
$586M
2
Millennium Management
Millennium Management
New York
$218M
3
PC
PointState Capital
New York
$162M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.43B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$465M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.41B
2
Capital Research Global Investors
Capital Research Global Investors
California
$486M
3
TCM
Tybourne Capital Management
Hong Kong
$318M
4
Viking Global Investors
Viking Global Investors
Connecticut
$336M
5
MNA
Manning & Napier Advisors
New York
$55.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
801
Lazard Asset Management
New York
$32K -$1.55K -17 -5%
WPA
802
West Paces Advisors
Georgia
$31.9K -$207K -2,215 -87%
SIM
803
Sonora Investment Management
Arizona
$31.2K -$32.2K -345 -51%
FANJ
804
Financial Architects (New Jersey)
New Jersey
$31K -$53.9K -572 -63%
RFA
805
Reilly Financial Advisors
California
$30K – – –
PCTC
806
Perkins Coie Trust Company
Washington
$30K – – –
RE
807
RBC Europe
United Kingdom
$29.7K +$29.7K +318 New
AA
808
AlphaMark Advisors
Kentucky
$28K – – –
PCP
809
Proficio Capital Partners
Massachusetts
$27K +$464 +5 +2%
MCM
810
Manchester Capital Management
Vermont
$24K – – –
CPIG
811
Chicago Partners Investment Group
Illinois
$23K -$5.38K -58 -19%
PFO
812
Pathstone Family Office
New Jersey
$22K -$16.6K -181 -43%
PFGIA
813
Patriot Financial Group Insurance Agency
Massachusetts
$22K -$287 -3 -1%
WAP
814
Wealthcare Advisory Partners
Pennsylvania
$22K +$22K +236 New
ATC
815
Adirondack Trust Company
New York
$21K – – –
TFO
816
Tarbox Family Office
California
$21K +$2.56K +28 +14%
LA
817
Legacy Advisors
Pennsylvania
$21K +$21K +229 New
ANBT
818
American National Bank & Trust
Texas
$20K – – –
RAM
819
Riggs Asset Management
Pennsylvania
$19K – – –
FCMT
820
Founders Capital Management (Texas)
Texas
$19K – – –
FPS
821
Fieldpoint Private Securities
Connecticut
$19K – – –
VNA
822
Valley National Advisers
Pennsylvania
$19K – – –
WA
823
Winfield Associates
Ohio
$17K +$475 +5 +3%
KF
824
Krilogy Financial
Missouri
$16K -$18.3K -200 -53%
AWM
825
Avior Wealth Management
Nebraska
$16K – – –
31 32
33
34 35