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Salesforce
CRM

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 %
EA
826
Emerald Advisers
Pennsylvania
$290K – – –
AHB
827
Abner Herrman & Brock
New Jersey
$289K +$289K +2,484 New
ClearBridge Investments
828
ClearBridge Investments
New York
$285K -$59.3K -510 -17%
QCIG
829
Quad-Cities Investment Group
Iowa
$283K +$283K +2,435 New
PAS
830
Partnervest Advisory Services
California
$281K -$36.6K -315 -12%
CAS
831
Cue Advisory Services
Arizona
$277K +$277K +2,385 New
SG
832
StoneX Group
New York
$269K -$25.8K -222 -9%
ACI
833
Alpha Cubed Investments
California
$268K -$39.4K -339 -13%
CAN
834
Claraphi Advisory Network
United States
$268K +$268K +2,306 New
FHA
835
Flagship Harbor Advisors
Massachusetts
$265K -$55.2K -477 -17%
EF
836
Empirical Finance
Pennsylvania
$264K +$264K +1,665 New
CAG
837
Crestwood Advisors Group
Massachusetts
$261K +$5.12K +44 +2%
WCA
838
Westover Capital Advisors
Delaware
$260K -$4.89K -42 -2%
ALIONA
839
Allianz Life Insurance of North America
Minnesota
$259K +$259K +2,174 New
HT
840
Heritage Trust
Oklahoma
$258K – – –
JRP
841
Jasper Ridge Partners
California
$258K – – –
RCAG
842
Rehmann Capital Advisory Group
Michigan
$255K +$2.8K +24 +1%
MWM
843
Meridian Wealth Management
Kentucky
$255K +$255K +2,193 New
RWM
844
RKL Wealth Management
Pennsylvania
$254K -$117 -1 -0%
XS
845
XML Securities
Maryland
$254K +$254K +2,180 New
BCWM
846
Blue Chip Wealth Management
Florida
$253K +$253K +2,178 New
BBP
847
Banco BTG Pactual
Brazil
$252K -$82.1K -705 -25%
NAM
848
North American Management
Massachusetts
$252K – – –
TF
849
Tompkins Financial
New York
$251K – – –
TCM
850
Traynor Capital Management
Pennsylvania
$248K +$248K +2,138 New
32 33
34
35 36