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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 %
SJIM
826
St. Johns Investment Management
Florida
$643K +$629K +4,594 +4,594%
WWM
827
Western Wealth Management
Colorado
$638K +$638K +4,653 New
BFEC
828
Benjamin F. Edwards & Company
Missouri
$633K -$19K -139 -3%
SS
829
Simplicity Solutions
Minnesota
$630K +$630K +4,600 New
EWM
830
Executive Wealth Management
Michigan
$630K +$630K +4,601 New
ACM
831
Allred Capital Management
Texas
$626K +$626K +4,583 New
SFSIG
832
San Francisco Sentry Investment Group
California
$605K -$6.85K -50 -1%
HAG
833
HighPoint Advisor Group
Illinois
$605K +$80.7K +503 +15%
ANB
834
Amarillo National Bank
Texas
$604K – – –
SSP
835
Sapphire Star Partners
Washington
$603K – – –
ATC
836
Argent Trust Co
Tennessee
$599K +$91.9K +671 +18%
Voloridge Investment Management
837
Voloridge Investment Management
Florida
$599K +$413K +3,013 +222%
AW
838
ACG Wealth
Georgia
$597K +$118K +861 +25%
MA
839
Montag & Associates
Georgia
$595K +$63.6K +464 +12%
PWMG
840
Prestige Wealth Management Group
New Jersey
$595K +$595K +4,345 New
IDBONY
841
Israel Discount Bank of New York
New York
$592K -$148K -1,080 -20%
KWM
842
Kingsview Wealth Management
Oregon
$585K -$296K -2,157 -34%
LB
843
Legacy Bridge
Iowa
$585K +$585K +4,271 New
IBOK
844
Independence Bank of Kentucky
Kentucky
$582K -$103K -750 -15%
MWM
845
Meridian Wealth Management
Kentucky
$582K +$84.9K +620 +17%
O
846
Ossiam
France
$581K +$581K +4,241 New
GBT
847
Grove Bank & Trust
Florida
$574K +$11.8K +86 +2%
I
848
INVST
Indiana
$571K +$2.74K +20 +0.5%
EFS
849
Essex Financial Services
Connecticut
$567K +$19.7K +144 +4%
EAM
850
Eagle Asset Management
Florida
$567K +$99.2K +724 +21%
32 33
34
35 36