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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 %
MWM
876
Mission Wealth Management
California
$504K +$46.3K +338 +10%
PAS
877
Partnervest Advisory Services
California
$495K +$150K +1,094 +43%
HCM
878
HMS Capital Management
Tennessee
$488K – – –
SFS
879
Sowell Financial Services
Arkansas
$485K -$10.6K -77 -2%
PA
880
PFG Advisors
Arizona
$481K +$481K +2,955 New
WIC
881
Woodmont Investment Counsel
Tennessee
$479K +$479K +3,500 New
WPP
882
Whalerock Point Partners
Rhode Island
$473K -$20.5K -150 -4%
BW
883
Bison Wealth
Georgia
$470K -$4.66K -34 -1%
CPIA
884
Cornell Pochily Investment Advisors
New York
$468K +$85.6K +625 +22%
PGFC
885
Peapack-Gladstone Financial Corp
New Jersey
$466K -$12.1K -88 -3%
FPA
886
First Pacific Advisors
California
$466K +$54.8K +400 +13%
S
887
SignatureFD
Georgia
$461K +$76.4K +558 +20%
CFA
888
Cahill Financial Advisors
Minnesota
$459K +$95.6K +697 +26%
IF
889
IRON Financial
Illinois
$459K +$459K +3,350 New
PCM
890
Penserra Capital Management
California
$457K +$185K +1,352 +68%
KPW
891
Kore Private Wealth
New York
$457K +$457K +3,333 New
Qube Research & Technologies (QRT)
892
Qube Research & Technologies (QRT)
United Kingdom
$454K -$1.72M -12,583 -79%
GFPC
893
Global Financial Private Capital
Florida
$453K -$1.21M -8,831 -73%
GTAM
894
Global Trust Asset Management
Florida
$450K -$54.8K -400 -11%
MOS
895
MGO One Seven
Ohio
$450K +$17.6K +129 +4%
PAS
896
Park Avenue Securities
New York
$450K +$131K +885 +41%
GWMIA
897
Global Wealth Management Investment Advisory
Florida
$448K +$448K +3,269 New
BCM
898
BTC Capital Management
Iowa
$445K +$445K +3,239 New
JHP
899
James Hambro & Partners
United Kingdom
$445K +$445K +3,250 New
NWS
900
Newport Wealth Strategies
California
$442K +$119K +820 +37%
34 35
36
37 38