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Salesforce
CRM

Overview Fund Activity

1,140 hedge funds and large institutions have $86.5B invested in Salesforce in 2018 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 515 increasing their positions, 323 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+68
Holders Change %
+6.34%
% of All Funds
26.13%
Holding in Top 10
79
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+25.4%
% of All Funds
1.81%
New
147
Increased
515
Reduced
323
Closed
71
Calls
$1.47B
Puts
$1.55B
Net Calls
-$76.7M
Net Calls Change
+$8.98M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$418M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$336M
4
BlackRock
BlackRock
New York
+$302M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$251M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$903M
2
PC
PointState Capital
New York
-$404M
3
Sands Capital Management
Sands Capital Management
Virginia
-$337M
4
TCM
Tybourne Capital Management
Hong Kong
-$308M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
801
Flagship Harbor Advisors
Massachusetts
$472K +$160K +1,174 +51%
BSW
802
Buckingham Strategic Wealth
Missouri
$466K +$35.4K +260 +8%
ST
803
Smithfield Trust
Pennsylvania
$466K +$380K +2,788 +443%
Capstone Investment Advisors
804
Capstone Investment Advisors
New York
$457K +$457K +3,352 New
CCMW
805
Cypress Capital Management (Wyoming)
Wyoming
$454K – – –
HAG
806
HighPoint Advisor Group
Illinois
$454K +$41.4K +284 +10%
AL
807
Aspiriant LLC
California
$449K +$37.2K +273 +9%
SA
808
Strategic Advisors
New York
$447K +$209K +1,529 +88%
ACM
809
Aviance Capital Management
Florida
$444K +$444K +3,254 New
DBT
810
Dubuque Bank & Trust
Iowa
$442K – – –
AW
811
ACG Wealth
Georgia
$442K +$42.8K +314 +11%
FFC
812
First Financial Corp
Indiana
$440K -$59.6K -437 -12%
BW
813
Bison Wealth
Georgia
$433K +$433K +3,175 New
RWA
814
Ropes Wealth Advisors
Massachusetts
$431K – – –
MWP
815
MYCIO Wealth Partners
Pennsylvania
$430K – – –
BWAM
816
Boyd Watterson Asset Management
Ohio
$428K -$8.59K -63 -2%
XS
817
XR Securities
Illinois
$427K +$427K +3,129 New
ATC
818
Argent Trust Co
Tennessee
$425K +$425K +3,125 New
TDC
819
Thompson Davis & Co
Virginia
$424K +$38.2K +280 +10%
SC
820
Savant Capital
Illinois
$423K +$28.6K +210 +7%
HW
821
Hancock Whitney
Mississippi
$421K +$421K +3,090 New
HWA
822
HCR Wealth Advisors
California
$420K -$54.6K -400 -11%
MC
823
Miles Capital
Iowa
$419K -$3.13K -23 -0.7%
SG
824
StoneX Group
New York
$417K +$101K +742 +32%
CANY
825
Caxton Associates (New York)
New York
$416K +$416K +3,050 New
31 32
33
34 35