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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 %
MCM
851
MAI Capital Management
Ohio
$565K +$8.22K +60 +1%
BUB
852
BBVA USA Bancshares
Texas
$564K -$51.2K -374 -8%
Lido Advisors
853
Lido Advisors
California
$563K -$130K -949 -19%
IP
854
Intellectus Partners
California
$562K -$184K -1,340 -25%
FHA
855
Flagship Harbor Advisors
Massachusetts
$561K -$107K -779 -16%
WF
856
Welch & Forbes
Massachusetts
$560K – – –
GFP
857
Gryphon Financial Partners
Ohio
$559K -$47.6K -348 -8%
TC
858
Telemus Capital
Michigan
$558K +$192K +1,400 +52%
FIM
859
Freedom Investment Management
Connecticut
$552K +$88.1K +643 +19%
IIM
860
Intact Investment Management
Quebec, Canada
$548K – – –
WAM
861
Wealthspire Advisors (Maryland)
Maryland
$546K +$9.87K +72 +2%
SCI
862
S&CO Inc
Massachusetts
$544K -$45.2K -330 -8%
B
863
Barings
North Carolina
$537K -$2.02M -14,780 -79%
SFG
864
Summit Financial Group
West Virginia
$535K – – –
AWM
865
Alterna Wealth Management
Texas
$535K +$535K +6,181 New
TRAM
866
Tuscan Ridge Asset Management
Illinois
$534K +$534K +3,900 New
FCA
867
FinTrust Capital Advisors
South Carolina
$533K +$533K +3,890 New
CB
868
CNB Bank
Pennsylvania
$529K +$77K +562 +17%
CFG
869
CMC Financial Group
Georgia
$529K +$529K +3,865 New
SA
870
Strategic Advisors
New York
$520K – – –
AB
871
Atlas Brown
Kentucky
$520K +$58K +423 +13%
GEM
872
Global Endowment Management
North Carolina
$520K +$520K +3,800 New
JFGIW
873
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$514K -$3.15K -23 -0.6%
SIG
874
Sky Investment Group
Connecticut
$514K +$339K +2,476 +193%
QI
875
Qtron Investments
Massachusetts
$511K +$511K +3,729 New
33 34
35
36 37