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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 %
NDSI
851
Newman Dignan & Sheerar Inc
Rhode Island
$483K +$79K +510 +20%
WJA
852
Williams Jones & Associates
New York
$482K – – –
CAW
853
Cornerstone Advisors (Washington)
Washington
$479K +$18.8K +118 +4%
FPA
854
First Pacific Advisors
California
$477K – – –
CDH
855
Charles D. Hyman
$474K – – –
ClearBridge Investments
856
ClearBridge Investments
New York
$471K +$38.6K +243 +9%
HAG
857
HighPoint Advisor Group
Illinois
$467K +$21.7K +152 +5%
BWAM
858
Boyd Watterson Asset Management
Ohio
$466K -$33.9K -213 -7%
WT
859
Washington Trust
Rhode Island
$466K – – –
IIC
860
Integrated Investment Consultants
Michigan
$461K – – –
NIM
861
Northeast Investment Management
Massachusetts
$456K +$456K +2,865 New
S
862
SignatureFD
Georgia
$447K +$24.8K +156 +6%
NL
863
NWAM LLC
Washington
$446K -$795 -5 -0.2%
WSFS
864
Wilmington Savings Fund Society
Delaware
$444K -$5.08K -32 -1%
CPIA
865
Cornell Pochily Investment Advisors
New York
$444K +$54.8K +345 +14%
PFP
866
Pinnacle Financial Partners
Tennessee
$443K +$55.8K +351 +14%
GT
867
Glenview Trust
Kentucky
$442K +$3.18K +20 +0.7%
MWP
868
MYCIO Wealth Partners
Pennsylvania
$439K -$62.3K -392 -12%
SB
869
Simmons Bank
Arkansas
$438K +$176K +1,106 +67%
VI
870
Versor Investments
New York
$434K +$434K +2,728 New
BSW
871
Buckingham Strategic Wealth
Missouri
$433K -$111K -695 -20%
FTIOP
872
Fiduciary Trust International of Pennsylvania
Pennsylvania
$432K -$231K -1,450 -35%
BA
873
Boston Advisors
Massachusetts
$429K -$175K -1,100 -29%
CBU
874
CIBC Bank USA
Illinois
$428K -$23.9K -150 -5%
TC
875
Telemus Capital
Michigan
$425K +$425K +2,672 New
33 34
35
36 37