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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 %
AW
826
ACG Wealth
Georgia
$556K +$40.9K +257 +8%
PGFC
827
Peapack-Gladstone Financial Corp
New Jersey
$555K -$11.1K -70 -2%
BHB
828
Bank Hapoalim BM
Israel
$555K +$195K +1,224 +54%
BW
829
Bison Wealth
Georgia
$551K +$46.3K +291 +9%
ST
830
Smithfield Trust
Pennsylvania
$544K – – –
EAM
831
Eagle Asset Management
Florida
$543K +$543K +3,416 New
AB
832
Atlas Brown
Kentucky
$536K +$6.68K +42 +1%
MWM
833
Mission Wealth Management
California
$531K +$105K +659 +25%
CB
834
CNB Bank
Pennsylvania
$525K -$134K -842 -20%
TDC
835
Thompson Davis & Co
Virginia
$523K +$29.4K +185 +6%
FIM
836
Freedom Investment Management
Connecticut
$519K -$32.9K -215 -6%
DBT
837
Dubuque Bank & Trust
Iowa
$513K -$2.39K -15 -0.5%
FFC
838
First Financial Corp
Indiana
$512K – – –
BDS
839
Banco de Sabadell
Florida
$511K +$192K +1,200 +60%
DAS
840
Dynamic Advisor Solutions
Arizona
$510K +$510K +3,209 New
SC
841
Savant Capital
Illinois
$506K +$12.9K +81 +3%
RWA
842
Ropes Wealth Advisors
Massachusetts
$503K – – –
MOS
843
MGO One Seven
Ohio
$503K +$503K +3,163 New
NFG
844
Next Financial Group
Texas
$502K -$169K -1,061 -25%
PL
845
Plancorp LLC
Missouri
$497K -$477K -2,999 -49%
AWA
846
ARS Wealth Advisors
Florida
$486K +$19.1K +120 +4%
AWA
847
Arete Wealth Advisors
Illinois
$486K +$30.1K +189 +7%
CCA
848
Cobblestone Capital Advisors
New York
$485K +$25.4K +160 +6%
ACM
849
Aviance Capital Management
Florida
$484K -$33.9K -213 -7%
VNA
850
Valley National Advisers
Pennsylvania
$484K – – –
32 33
34
35 36