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Salesforce
CRM

Overview Fund Activity

999 hedge funds and large institutions have $64B invested in Salesforce in 2017 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 344 increasing their positions, 333 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+125
Holders Change %
+14.3%
% of All Funds
22.69%
Holding in Top 10
51
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+30.77%
% of All Funds
1.16%
New
181
Increased
344
Reduced
333
Closed
45
Calls
$999M
Puts
$1.2B
Net Calls
-$202M
Net Calls Change
-$237M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$337M
2
ECU
Egerton Capital (UK)
United Kingdom
+$295M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$279M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

1
SIM
SRS Investment Management
New York
-$221M
2
Citadel Advisors
Citadel Advisors
Florida
-$214M
3
Bank of America
Bank of America
North Carolina
-$191M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$167M
5
LPC
Lone Pine Capital
Connecticut
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
801
RKL Wealth Management
Pennsylvania
$223K +$223K +2,179 New
NAM
802
North American Management
Massachusetts
$222K – – –
TF
803
Tompkins Financial
New York
$222K – – –
RCAG
804
Rehmann Capital Advisory Group
Michigan
$221K +$221K +2,166 New
OWD
805
Osborn Williams & Donohoe
Ohio
$215K +$215K +2,100 New
DDC
806
DF Dent & Co
Maryland
$215K +$215K +2,103 New
HWA
807
Heritage Wealth Advisors
Virginia
$211K +$211K +2,070 New
HPWM
808
Highland Private Wealth Management
Washington
$210K +$210K +2,052 New
IAA
809
Independent Advisor Alliance
North Carolina
$208K +$208K +1,907 New
AF
810
Allworth Financial
California
$205K +$409 +4 +0.2%
NFC
811
Northeast Financial Consultants
Connecticut
$205K +$205K +2,009 New
MCMT
812
Moon Capital Management (Tennessee)
Tennessee
$204K +$204K +2,000 New
CHAM
813
Clear Harbor Asset Management
Connecticut
$204K +$204K +1,999 New
AC
814
Alley Company
Illinois
$204K +$204K +2,000 New
KJHP
815
K.J. Harrison & Partners
Ontario, Canada
$204K +$204K +2,000 New
NA
816
NewEdge Advisors
Louisiana
$201K +$201K +1,843 New
HCM
817
Hengehold Capital Management
Ohio
$200K +$200K +1,954 New
SWA
818
Sutton Wealth Advisors
Florida
$190K – – –
PAM
819
Paradigm Asset Management
New York
$189K -$25.6K -250 -12%
JFA
820
JNBA Financial Advisors
Minnesota
$187K – – –
IWM
821
IHT Wealth Management
Illinois
$185K +$42.5K +391 +30%
SMFG
822
Sumitomo Mitsui Financial Group
Japan
$182K +$182K +1,768 New
CG
823
Cutler Group
California
$175K -$242K -2,380 -58%
MRCM
824
M&R Capital Management
New Jersey
$170K +$12.7K +125 +8%
FRA
825
Front Row Advisors
California
$169K +$169K +1,654 New
31 32
33
34 35