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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 %
CFA
876
Cahill Financial Advisors
Minnesota
$422K – – –
FC
877
Ferris Capital
Massachusetts
$420K -$15.9K -100 -4%
SG
878
StoneX Group
New York
$419K -$67.6K -425 -14%
QC
879
QCM Cayman
Texas
$419K +$419K +2,636 New
HK
880
Horizon Kinetics
New York
$416K -$51.4K -323 -11%
IA
881
IFP Advisors
Florida
$402K -$532K -3,347 -57%
PAS
882
Partnervest Advisory Services
California
$401K +$27.1K +170 +7%
FMT
883
First Mercantile Trust
Tennessee
$400K +$24.2K +152 +6%
ATFA
884
All Terrain Financial Advisors
Minnesota
$398K – – –
AHB
885
Abner Herrman & Brock
New Jersey
$395K – – –
ISL
886
Ingalls & Snyder LLC
New York
$390K +$83.5K +525 +27%
HIIFS
887
Harel Insurance Investments & Financial Services
Israel
$390K +$390K +2,453 New
SP
888
SWS Partners
Ohio
$386K +$38K +239 +11%
MFG
889
Merit Financial Group
Georgia
$385K +$385K +2,427 New
EWA
890
Exencial Wealth Advisors
Oklahoma
$379K +$113K +708 +42%
WAG
891
Winthrop Advisory Group
Massachusetts
$379K +$379K +2,381 New
LC
892
Lourd Capital
California
$378K +$378K +2,377 New
RCAG
893
Rehmann Capital Advisory Group
Michigan
$374K +$17.7K +111 +5%
MRCM
894
M&R Capital Management
New Jersey
$373K -$79.4K -500 -18%
CGT
895
Capital Guardian Trust
California
$371K +$371K +2,331 New
MCM
896
Maryland Capital Management
Maryland
$370K +$15.1K +95 +4%
HWA
897
HCR Wealth Advisors
California
$369K -$65.6K -465 -15%
QCIG
898
Quad-Cities Investment Group
Iowa
$368K -$19.9K -125 -5%
APP
899
Avantax Planning Partners
Iowa
$367K -$41.5K -261 -10%
GIM
900
Guild Investment Management
California
$367K +$367K +2,310 New
34 35
36
37 38