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Salesforce
CRM

Overview Fund Activity

999 hedge funds and large institutions have $64B invested in Salesforce in 2017 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 344 increasing their positions, 333 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+125
Holders Change %
+14.3%
% of All Funds
22.69%
Holding in Top 10
51
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+30.77%
% of All Funds
1.16%
New
181
Increased
344
Reduced
333
Closed
45
Calls
$999M
Puts
$1.2B
Net Calls
-$202M
Net Calls Change
-$237M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$337M
2
ECU
Egerton Capital (UK)
United Kingdom
+$295M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$279M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

1
SIM
SRS Investment Management
New York
-$221M
2
Citadel Advisors
Citadel Advisors
Florida
-$214M
3
Bank of America
Bank of America
North Carolina
-$191M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$167M
5
LPC
Lone Pine Capital
Connecticut
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
876
Parkside Financial Bank & Trust
Missouri
$57K -$5.24K -52 -8%
LWA
877
Lenox Wealth Advisors
New York
$56K +$56K +545 New
CA
878
Calton & Associates
Florida
$55K +$55K +492 New
RFWA
879
RPg Family Wealth Advisory
Massachusetts
$54.9K – – –
BL
880
Balentine LLC
Georgia
$53K – – –
LWM
881
Lenox Wealth Management
Ohio
$51K -$6.81K -66 -12%
HRC
882
Hoertkorn Richard Charles
$51K – – –
SPI
883
Santori & Peters Inc
Pennsylvania
$51K +$51K +480 New
GSC
884
G&S Capital
Colorado
$51K +$51K +500 New
PCM
885
Poehling Capital Management
Wisconsin
$51K +$51K +500 New
TI
886
Turner Investments
Pennsylvania
$50K -$401K -3,930 -89%
HDIM
887
Hanson & Doremus Investment Management
Vermont
$46K – – –
1832 Asset Management
888
1832 Asset Management
Ontario, Canada
$45K -$53.5M -530,558 -100%
PFO
889
Pathstone Family Office
New Jersey
$44K +$18.9K +181 +75%
RE
890
RBC Europe
United Kingdom
$42.7K +$10.2K +100 +31%
WAM
891
Watermark Asset Management
California
$42K +$708 +7 +2%
SFG
892
SevenBridge Financial Group
Pennsylvania
$41K – – –
DSC
893
Duncker Streett & Co
Missouri
$41K +$41K +400 New
AP
894
Atwood & Palmer
Missouri
$40K – – –
BDWM
895
Brewin Dolphin Wealth Management
Ireland
$39.4K – – –
MIC
896
MU Investments Company
Japan
$39K -$20.5K -200 -34%
HI
897
Hudock Inc
Pennsylvania
$38K – – –
GF
898
Goodman Financial
Texas
$37K +$37K +358 New
NC
899
NewSquare Capital
Pennsylvania
$36K – – –
CPIG
900
Chicago Partners Investment Group
Illinois
$36K +$10.7K +105 +42%
34 35
36
37 38