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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 %
DDC
851
DF Dent & Co
Maryland
$245K – – –
MA
852
Mutual Advisors
Nebraska
$245K +$245K +2,106 New
OWD
853
Osborn Williams & Donohoe
Ohio
$244K – – –
AIA
854
Allegis Investment Advisors
Idaho
$241K -$16.3K -140 -6%
AP
855
Appleton Partners
Massachusetts
$240K -$17.2K -148 -7%
IAA
856
Independent Advisor Alliance
North Carolina
$234K +$14K +121 +6%
AF
857
Allworth Financial
California
$233K -$233 -2 -0.1%
AC
858
Alley Company
Illinois
$233K – – –
NWS
859
Newport Wealth Strategies
California
$232K +$2.56K +22 +1%
LWAC
860
Laurel Wealth Advisors (California)
California
$231K +$231K +1,987 New
CPIA
861
Cornell Pochily Investment Advisors
New York
$230K +$230K +1,980 New
VFA
862
Valeo Financial Advisors
Indiana
$227K +$121K +1,038 +113%
FPFS
863
First Personal Financial Services
North Carolina
$225K -$82.7K -713 -27%
ST
864
Sabal Trust
Florida
$224K +$224K +1,926 New
PT
865
Plimoth Trust
Massachusetts
$223K +$223K +1,920 New
HCM
866
Hengehold Capital Management
Ohio
$220K -$7.69K -66 -3%
VNA
867
Valley National Advisers
Pennsylvania
$220K +$110K +945 +99%
SWA
868
Sutton Wealth Advisors
Florida
$216K – – –
PAM
869
Paradigm Asset Management
New York
$215K – – –
MCM
870
Maryland Capital Management
Maryland
$215K +$215K +1,845 New
JFA
871
JNBA Financial Advisors
Minnesota
$213K – – –
RPC
872
Rossmore Private Capital
Connecticut
$213K +$22.1K +190 +12%
PTC
873
Private Trust Company
Ohio
$213K +$213K +1,836 New
SS
874
Sunbelt Securities
Texas
$212K +$212K +1,820 New
HPC
875
HM Payson & Co
Maine
$212K +$212K +1,827 New
33 34
35
36 37