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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 %
JFL
901
Jarislowsky, Fraser Ltd
Quebec, Canada
$275K +$275K +2,022 New
AC
902
Alley Company
Illinois
$273K – – –
BDS
903
Banco de Sabadell
Florida
$272K +$272K +2,000 New
RPC
904
Rossmore Private Capital
Connecticut
$270K +$20K +147 +8%
GLI
905
Guardian Life Insurance
New York
$264K +$48.9K +359 +23%
IG
906
ING Group
Netherlands
$263K +$263K +1,925 New
ISL
907
Ingalls & Snyder LLC
New York
$263K +$263K +1,926 New
HA
908
Harfst & Associates
Wyoming
$261K +$17.2K +126 +7%
CCM
909
Coldstream Capital Management
Washington
$261K +$26K +190 +11%
SLF
910
Sun Life Financial
Ontario, Canada
$261K +$211K +1,552 +426%
CF
911
Centaurus Financial
California
$260K +$260K +1,909 New
HCM
912
Hengehold Capital Management
Ohio
$258K – – –
HFM
913
Harvest Fund Management
China
$258K +$115K +841 +80%
HB
914
Homrich & Berg
Georgia
$254K +$254K +1,864 New
SWA
915
Sutton Wealth Advisors
Florida
$254K – – –
PAM
916
Paradigm Asset Management
New York
$252K – – –
IWM
917
IHT Wealth Management
Illinois
$252K +$18.7K +137 +8%
JFA
918
JNBA Financial Advisors
Minnesota
$249K – – –
MYIA
919
Mount Yale Investment Advisors
Colorado
$246K +$8.6K +63 +4%
MFW
920
Meristem Family Wealth
Minnesota
$244K – – –
AAM
921
American Asset Management
Florida
$243K – – –
TMAM
922
Tokio Marine Asset Management
Japan
$240K -$125K -913 -34%
SIAS
923
Shine Investment Advisory Services
Colorado
$238K – – –
KA
924
Kaizen Advisory
Illinois
$238K +$149K +1,091 +166%
WA
925
Waverly Advisors
Alabama
$237K +$237K +1,737 New
35 36
37
38 39