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Salesforce
CRM

Overview Fund Activity

1,298 hedge funds and large institutions have $87.5B invested in Salesforce in 2018 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 535 increasing their positions, 394 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+83
Holders Change %
+6.83%
% of All Funds
28.97%
Holding in Top 10
101
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.44%
% of All Funds
2.25%
New
231
Increased
535
Reduced
394
Closed
137
Calls
$1.77B
Puts
$2.05B
Net Calls
-$277M
Net Calls Change
+$440M

Top Buyers

1
BlackRock
BlackRock
New York
+$592M
2
Jennison Associates
Jennison Associates
New York
+$417M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$410M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$300M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$295M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$294M
2
Artisan Partners
Artisan Partners
Wisconsin
-$278M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$251M
4
Deutsche Bank
Deutsche Bank
Germany
-$199M
5
MCM
Melvin Capital Management
New York
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
801
Cribstone Capital Management
Maine
$741K +$729K +5,322 +6,117%
SWP
802
Stratos Wealth Partners
Ohio
$739K -$117K -854 -14%
AFNAS
803
American Financial Network Advisory Services
California
$730K -$57.3K -418 -7%
RSS
804
Rosenblum Silverman Sutton
California
$728K -$296K -17,307 -29%
VIA
805
Vident Investment Advisory
Georgia
$724K -$1.01M -7,339 -58%
SCM
806
Shelton Capital Management
Colorado
$716K – – –
SB
807
Simmons Bank
Arkansas
$716K +$339K +2,471 +90%
AIM
808
Achmea Investment Management
Netherlands
$709K – – –
CHAM
809
Clear Harbor Asset Management
Connecticut
$706K +$84.2K +615 +14%
CP
810
Camelot Portfolios
Ohio
$689K +$45.6K +333 +7%
AWM
811
Altium Wealth Management
New York
$688K +$14.4K +105 +2%
CCA
812
Checchi Capital Advisers
California
$685K -$169K -1,231 -20%
MWVC
813
Morgens Waterfall Vintiadis & Co
New York
$685K +$685K +5,000 New
KA
814
Kerrisdale Advisers
Florida
$685K +$685K +5,000 New
BBCM
815
Boardman Bay Capital Management
New York
$685K +$685K +5,000 New
SIG
816
Sargent Investment Group
Maryland
$685K +$685K +5,000 New
ACP
817
Aviance Capital Partners
Florida
$684K – – –
IA
818
IFP Advisors
Florida
$670K +$329K +2,444 +97%
BCWM
819
Blue Chip Wealth Management
Florida
$665K -$44.6K -326 -6%
DA
820
DSC Advisors
Illinois
$664K -$102K -746 -13%
PTC
821
Private Trust Company
Ohio
$661K +$107K +780 +19%
MC
822
Miles Capital
Iowa
$658K -$13K -95 -2%
BS
823
Bessemer Securities
New York
$657K +$657K +4,800 New
1SB
824
1ST Source Bank
Indiana
$646K -$38.4K -280 -6%
CG
825
Colony Group
Massachusetts
$645K +$53.2K +388 +9%
31 32
33
34 35