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Salesforce
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Overview Fund Activity

1,072 hedge funds and large institutions have $73.3B invested in Salesforce in 2018 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 428 increasing their positions, 343 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+73
Holders Change %
+7.31%
% of All Funds
24.6%
Holding in Top 10
63
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+23.53%
% of All Funds
1.45%
New
160
Increased
428
Reduced
343
Closed
77
Calls
$1.59B
Puts
$1.67B
Net Calls
-$85.6M
Net Calls Change
+$116M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$10.1B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$857M
3
BlackRock
BlackRock
New York
$4.94B
4
UBS AM
UBS AM
Illinois
$633M
5
Tiger Global Management
Tiger Global Management
New York
$263M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.07B
2
LPC
Lone Pine Capital
Connecticut
$0
3
Citadel Advisors
Citadel Advisors
Florida
$74.1M
4
State Street
State Street
Massachusetts
$2.88B
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
801
American Portfolios Advisors
New York
$339K +$21.7K +187 +7%
FC
802
Ferris Capital
Massachusetts
$336K -$91.3K -785 -21%
CCA
803
Cobblestone Capital Advisors
New York
$336K -$8.72K -75 -3%
SC
804
Savant Capital
Illinois
$336K +$12.5K +108 +4%
IC
805
Intersect Capital
California
$334K +$1.4K +12 +0.4%
APP
806
Avantax Planning Partners
Iowa
$330K +$6.87K +59 +2%
WSFS
807
Wilmington Savings Fund Society
Delaware
$329K +$5.24K +45 +2%
TDC
808
Thompson Davis & Co
Virginia
$329K +$11.6K +100 +4%
CBU
809
CIBC Bank USA
Illinois
$328K +$50.7K +435 +18%
NL
810
NWAM LLC
Washington
$327K -$19.7K -169 -6%
SBIA
811
Sheaff Brock Investment Advisors
Indiana
$325K -$3.84K -33 -1%
GT
812
Glenview Trust
Kentucky
$321K +$5.24K +45 +2%
WT
813
Washington Trust
Rhode Island
$320K – – –
LOAMS
814
Lombard Odier Asset Management (Switzerland)
Switzerland
$319K -$65.8K -566 -17%
AWA
815
ARS Wealth Advisors
Florida
$318K -$63.9K -550 -17%
CG
816
Clinton Group
New York
$316K -$1.77M -15,180 -85%
CCIA
817
Campbell & Co Investment Adviser
Maryland
$314K +$314K +2,696 New
DIM
818
DC Investments Management
Virginia
$312K -$21.4K -184 -6%
TMAM
819
Tokio Marine Asset Management
Japan
$311K -$182K -1,562 -37%
FPF
820
FNY Partners Fund
New York
$308K +$308K +2,649 New
LCP
821
Legacy Capital Partners
Wisconsin
$305K +$37.8K +325 +14%
CMBA
822
C.M. Bidwell & Associates
Hawaii
$298K +$298K +2,560 New
CFA
823
Cahill Financial Advisors
Minnesota
$297K +$5.82K +50 +2%
Luther King Capital Management (LKCM)
824
Luther King Capital Management (LKCM)
Texas
$295K +$11.6K +100 +4%
WF
825
Welch & Forbes
Massachusetts
$290K -$22.8K -196 -7%
31 32
33
34 35