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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 %
RPC
826
Rossmore Private Capital
Connecticut
$168K +$168K +1,645 New
SIAS
827
Shine Investment Advisory Services
Colorado
$162K – – –
PFA
828
Pathway Financial Advisors
Vermont
$157K +$157K +1,532 New
SLF
829
Sun Life Financial
Ontario, Canada
$154K -$361K -3,528 -70%
IUHSA
830
Itau Unibanco Holding S.A.
Brazil
$154K +$61.5K +601 +66%
PCA
831
Peddock Capital Advisors
Massachusetts
$143K – – –
LWCFA
832
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$141K – – –
BBHC
833
Brown Brothers Harriman & Co
New York
$136K +$19.9K +194 +17%
AIA
834
Arcadia Investment Advisors
Idaho
$135K +$135K +1,322 New
AOWM
835
Alpha Omega Wealth Management
Virginia
$133K -$30.7K -300 -19%
TL
836
TrueWealth LLC
Georgia
$133K +$133K +1,303 New
CAL
837
Capital Analysts LLC
Pennsylvania
$132K – – –
LNB
838
Ledyard National Bank
$131K -$2.05K -20 -2%
IWP
839
Icon Wealth Partners
Texas
$131K +$131K +1,278 New
WIM
840
Westside Investment Management
California
$130K – – –
TRCT
841
Tower Research Capital (TRC)
New York
$128K -$23.7K -232 -16%
SBL
842
Sargent Bickham Lagudis
Colorado
$128K +$48.4K +474 +61%
C
843
Cerebellum
California
$125K +$125K +1,227 New
FMT
844
First Mercantile Trust
Tennessee
$123K +$123K +1,202 New
Bessemer Group
845
Bessemer Group
New Jersey
$118K +$78.2K +762 +196%
QCG
846
Quadrant Capital Group
Ohio
$115K – – –
MUS
847
Mitsubishi UFJ Securities
Japan
$111K -$31.6K -310 -22%
GBBWRPM
848
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$105K -$11.4K -100 -10%
EA
849
Edge Advisors
Georgia
$101K +$3.05K +30 +3%
BTIS
850
BB&T Investment Services
North Carolina
$101K +$11.2K +110 +13%
32 33
34
35 36