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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 %
BHB
876
Bank Hapoalim BM
Israel
$309K +$309K +2,267 New
ACI
877
Alpha Cubed Investments
California
$308K -$6.82K -50 -2%
RCAG
878
Rehmann Capital Advisory Group
Michigan
$306K +$7.23K +53 +2%
EA
879
Emerald Advisers
Pennsylvania
$304K -$35.5K -261 -10%
MCM
880
Maryland Capital Management
Maryland
$304K +$52.7K +387 +21%
CAN
881
Claraphi Advisory Network
United States
$303K -$11.5K -84 -4%
HT
882
Heritage Trust
Oklahoma
$303K – – –
OMC
883
Old Mission Capital
Illinois
$300K +$300K +2,198 New
PT
884
Plimoth Trust
Massachusetts
$298K +$36.1K +265 +14%
SP
885
SWS Partners
Ohio
$298K +$296K +2,172 +14,480%
WCA
886
Westover Capital Advisors
Delaware
$295K -$10.1K -74 -3%
BBP
887
Banco BTG Pactual
Brazil
$295K – – –
PTC
888
Private Trust Company
Ohio
$290K +$39.8K +292 +16%
RC
889
Roundview Capital
New Jersey
$289K +$289K +2,120 New
DDC
890
DF Dent & Co
Maryland
$287K – – –
OWD
891
Osborn Williams & Donohoe
Ohio
$286K – – –
FHC
892
First Heartland Consultants
Missouri
$284K +$284K +2,085 New
HPC
893
HM Payson & Co
Maine
$283K +$33.1K +242 +13%
CA
894
Calton & Associates
Florida
$283K +$283K +1,951 New
CMBA
895
C.M. Bidwell & Associates
Hawaii
$281K -$68.2K -500 -20%
AF
896
Allworth Financial
California
$281K +$7.65K +56 +3%
NAM
897
North American Management
Massachusetts
$279K -$17K -125 -6%
HPWM
898
Highland Private Wealth Management
Washington
$278K +$278K +2,040 New
TF
899
Tompkins Financial
New York
$277K -$18.4K -135 -6%
PAS
900
Park Avenue Securities
New York
$276K -$393K -2,799 -59%
34 35
36
37 38