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Salesforce
CRM

Overview Fund Activity

1,215 hedge funds and large institutions have $101B invested in Salesforce in 2018 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+75
Holders Change %
+6.58%
% of All Funds
27.82%
Holding in Top 10
86
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.86%
% of All Funds
1.97%
New
148
Increased
495
Reduced
412
Closed
64
Calls
$1.38B
Puts
$2.1B
Net Calls
-$717M
Net Calls Change
-$640M

Top Buyers

1
State Street
State Street
Massachusetts
+$439M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$381M
3
BlackRock
BlackRock
New York
+$365M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$184M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$162M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.13B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$201M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
4
ECU
Egerton Capital (UK)
United Kingdom
-$172M
5
GIM
Generation Investment Management
United Kingdom
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
801
Edge Wealth Management
New York
$630K – – –
CC
802
Cadinha & Co
Hawaii
$626K – – –
IC
803
Intersect Capital
California
$623K -$168K -1,057 -21%
WAM
804
Wealthspire Advisors (Maryland)
Maryland
$622K +$43.7K +275 +8%
SFG
805
Summit Financial Group
West Virginia
$621K – – –
FIA
806
FNY Investment Advisers
New York
$620K -$1.97M -12,374 -76%
SS
807
Sunbelt Securities
Texas
$620K +$249K +1,569 +67%
MA
808
Montag & Associates
Georgia
$617K – – –
OAM
809
Oxford Asset Management
United Kingdom
$604K -$2.76M -17,268 -82%
SA
810
Strategic Advisors
New York
$604K +$82.6K +519 +16%
JFGIW
811
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$601K – – –
SBIA
812
Sheaff Brock Investment Advisors
Indiana
$598K +$11.5K +72 +2%
AL
813
Aspiriant LLC
California
$587K +$62K +389 +12%
GTAM
814
Global Trust Asset Management
Florida
$586K +$175K +1,100 +43%
CRWM
815
Castle Rock Wealth Management
California
$585K -$128K -955 -18%
ATC
816
Argent Trust Co
Tennessee
$584K +$91.3K +579 +19%
LWAC
817
Laurel Wealth Advisors (California)
California
$582K +$582K +3,664 New
MWM
818
Meridian Wealth Management
Kentucky
$577K +$15.9K +100 +3%
SFS
819
Sowell Financial Services
Arkansas
$575K +$575K +3,616 New
WPP
820
Whalerock Point Partners
Rhode Island
$573K +$205K +1,290 +56%
DC
821
Davenport & Co
Virginia
$571K +$166K +1,046 +41%
HCM
822
HMS Capital Management
Tennessee
$567K – – –
NFC
823
Northeast Financial Consultants
Connecticut
$565K +$294K +1,848 +108%
XS
824
XR Securities
Illinois
$560K +$62.2K +391 +12%
BRWM
825
B. Riley Wealth Management
Tennessee
$557K +$557K +3,503 New
31 32
33
34 35