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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 %
CB
901
Community Bank
New York
$35K -$18.7K -185 -35%
Lazard Asset Management
902
Lazard Asset Management
New York
$35K – – –
LA
903
Legacy Advisors
Pennsylvania
$35K +$12.1K +121 +53%
WPA
904
West Paces Advisors
Georgia
$34.9K – – –
SIM
905
Sonora Investment Management
Arizona
$34.1K – – –
AI
906
ArchPoint Investors
Florida
$34K +$34K +337 New
PCTC
907
Perkins Coie Trust Company
Washington
$33K – – –
PCP
908
Proficio Capital Partners
Massachusetts
$33K +$3.08K +30 +10%
FANJ
909
Financial Architects (New Jersey)
New Jersey
$31K -$3K -29 -9%
AA
910
AlphaMark Advisors
Kentucky
$31K – – –
EARNEST Partners
911
EARNEST Partners
Georgia
$31K +$31K +304 New
PGWM
912
Parisi Gray Wealth Management
New Jersey
$30K +$30K +288 New
PCA
913
Providence Capital Advisors
North Carolina
$30K +$30K +290 New
GFP
914
Gryphon Financial Partners
Ohio
$27K +$27K +261 New
MCM
915
Manchester Capital Management
Vermont
$26K – – –
PFGIA
916
Patriot Financial Group Insurance Agency
Massachusetts
$26K – – –
LJHT
917
Laurie J. Hall Trustee
$26K +$20.8K +200 +400%
WAP
918
Wealthcare Advisory Partners
Pennsylvania
$25K +$1.11K +11 +5%
TG
919
TLP Group
Illinois
$25K +$11.1K +108 +80%
TFO
920
Tarbox Family Office
California
$24K – – –
SNT
921
Security National Trust
West Virginia
$23K +$23K +225 New
ANBT
922
American National Bank & Trust
Texas
$22K – – –
WA
923
Winfield Associates
Ohio
$21K +$1.11K +10 +6%
GTAM
924
Global Trust Asset Management
Florida
$21K +$21K +208 New
AF
925
Advisornet Financial
Minnesota
$21K +$21K +208 New
35 36
37
38 39