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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 %
VNA
826
Valley National Advisers
Pennsylvania
$415K +$156K +1,146 +60%
WJA
827
Williams Jones & Associates
New York
$413K +$413K +3,028 New
FPA
828
First Pacific Advisors
California
$409K +$409K +3,000 New
CDH
829
Charles D. Hyman
$406K – – –
HK
830
Horizon Kinetics
New York
$401K -$44.5K -326 -10%
AWA
831
ARS Wealth Advisors
Florida
$400K +$27.3K +200 +7%
OI
832
Oakbrook Investments
Illinois
$400K +$400K +2,936 New
WT
833
Washington Trust
Rhode Island
$399K +$23.8K +175 +6%
CAW
834
Cornerstone Advisors (Washington)
Washington
$395K -$63.9K -468 -14%
IIC
835
Integrated Investment Consultants
Michigan
$395K -$37.4K -274 -9%
CCA
836
Cobblestone Capital Advisors
New York
$394K – – –
AWA
837
Arete Wealth Advisors
Illinois
$391K -$67.3K -493 -15%
MRCM
838
M&R Capital Management
New Jersey
$388K +$229K +1,680 +144%
CBU
839
CIBC Bank USA
Illinois
$387K +$3.41K +25 +0.9%
WSFS
840
Wilmington Savings Fund Society
Delaware
$386K – – –
HTHT
841
Hemenway Trust Hemenway Trust
New Hampshire
$385K -$40.9K -300 -10%
NL
842
NWAM LLC
Washington
$383K – – –
IR
843
Invictus RG
Bermuda
$381K -$500K -3,667 -57%
GT
844
Glenview Trust
Kentucky
$376K – – –
KWM
845
Kingsview Wealth Management
Oregon
$376K +$376K +2,756 New
FC
846
Ferris Capital
Massachusetts
$374K -$20.5K -150 -5%
EDRH
847
Edmond de Rothschild Holding
Switzerland
$374K +$225K +1,647 +151%
IUHSA
848
Itau Unibanco Holding S.A.
Brazil
$374K +$353K +2,598 +1,655%
ClearBridge Investments
849
ClearBridge Investments
New York
$371K +$36.4K +267 +11%
MWM
850
Mission Wealth Management
California
$366K +$366K +2,681 New
32 33
34
35 36