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Salesforce
CRM

Overview Fund Activity

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$379M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$305M
3
Citadel Advisors
Citadel Advisors
Florida
+$218M
4
State Street
State Street
Massachusetts
+$218M
5
LPC
Lone Pine Capital
Connecticut
+$206M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
2
Morgan Stanley
Morgan Stanley
New York
-$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$379M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$321M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
826
Prelude Capital Management
New York
$1.06M -$935K -5,905 -47%
FI
827
FormulaFolio Investments
Michigan
$1.06M +$2.85K +18 +0.3%
SB
828
Simmons Bank
Arkansas
$1.05M +$227K +1,430 +27%
BWM
829
BigSur Wealth Management
Florida
$1.05M -$348K -2,200 -25%
SCP
830
Stamos Capital Partners
California
$1.04M -$765K -4,652 -42%
CWG
831
Cornerstone Wealth Group
North Carolina
$1.03M +$1.03M +6,525 New
CMANY
832
Capital Management Associates (New York)
New York
$1.03M – – –
MWA
833
Meridian Wealth Advisors
Texas
$1.03M +$53.8K +340 +6%
TA
834
TRB Advisors
New York
$1.03M +$1.03M +6,500 New
ZB
835
Zions Bancorporation
Utah
$1.03M -$288K -1,821 -22%
PAMP
836
Polar Asset Management Partners
Ontario, Canada
$1.03M +$1.03M +6,484 New
CCB
837
Cutter & Co Brokerage
Missouri
$1.02M +$52.3K +330 +5%
EMG
838
ETF Managers Group
New Jersey
$1.02M -$221K -1,396 -18%
IC
839
Intersect Capital
California
$1M +$69.2K +437 +7%
WP
840
WealthSource Partners
California
$1M -$19.3K -122 -2%
RTC
841
Riverview Trust Company
Washington
$999K – – –
MMG
842
Monetary Management Group
Missouri
$999K – – –
PIM
843
Partner Investment Management
California
$989K -$1.43M -9,058 -59%
NB
844
Nicolet Bankshares
Wisconsin
$988K -$6.17K -39 -0.6%
IHL
845
Investment House LLC
California
$983K +$15.8K +100 +2%
LW
846
Linscomb Wealth
Texas
$981K +$14.7K +93 +2%
TPWA
847
TRUE Private Wealth Advisors
Oregon
$972K -$34K -215 -3%
VAS
848
Vestmark Advisory Solutions
Massachusetts
$970K +$970K +6,128 New
PIM
849
Penobscot Investment Management
Massachusetts
$969K +$88.7K +560 +10%
IAA
850
Independent Advisor Alliance
North Carolina
$961K -$486K -3,067 -34%
32 33
34
35 36