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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 %
CFA
851
Cahill Financial Advisors
Minnesota
$362K +$13.7K +100 +4%
S
852
SignatureFD
Georgia
$362K +$134K +985 +59%
CL
853
Choreo LLC
Illinois
$354K -$70.7K -519 -17%
GTAM
854
Global Trust Asset Management
Florida
$352K -$279K -2,045 -44%
APP
855
Avantax Planning Partners
Iowa
$350K -$36K -264 -9%
DC
856
Davenport & Co
Virginia
$347K +$347K +2,546 New
ATFA
857
All Terrain Financial Advisors
Minnesota
$341K -$123K -900 -26%
AHB
858
Abner Herrman & Brock
New Jersey
$339K – – –
CPIA
859
Cornell Pochily Investment Advisors
New York
$333K +$63.7K +468 +24%
PFP
860
Pinnacle Financial Partners
Tennessee
$333K +$333K +2,438 New
QCIG
861
Quad-Cities Investment Group
Iowa
$332K – – –
CAG
862
Crestwood Advisors Group
Massachusetts
$332K +$7.94K +55 +2%
AP
863
Appleton Partners
Massachusetts
$330K +$48K +352 +17%
MA
864
Mutual Advisors
Nebraska
$329K +$42K +308 +15%
IAA
865
Independent Advisor Alliance
North Carolina
$329K +$59.4K +447 +22%
FMT
866
First Mercantile Trust
Tennessee
$322K +$124K +906 +62%
AIM
867
Assured Investment Management
New York
$321K -$10.3M -75,431 -97%
PAS
868
Partnervest Advisory Services
California
$321K -$9.56K -70 -3%
CAS
869
Cue Advisory Services
Arizona
$321K -$4.64K -34 -1%
NWS
870
Newport Wealth Strategies
California
$320K +$48.1K +353 +18%
RWP
871
RWA Wealth Partners
Massachusetts
$320K +$235K +1,726 +278%
SS
872
Sunbelt Securities
Texas
$318K +$69.8K +512 +28%
ALIONA
873
Allianz Life Insurance of North America
Minnesota
$317K +$20.2K +148 +7%
WPP
874
Whalerock Point Partners
Rhode Island
$316K -$212K -1,550 -40%
LOAMS
875
Lombard Odier Asset Management (Switzerland)
Switzerland
$310K -$64.9K -475 -17%
33 34
35
36 37