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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 %
WWM
901
Willingdon Wealth Management
North Carolina
$366K -$4.52M -28,426 -93%
RWP
902
RWA Wealth Partners
Massachusetts
$365K -$7.95K -50 -2%
CAS
903
Cue Advisory Services
Arizona
$364K -$10.4K -65 -3%
CCM
904
Coldstream Capital Management
Washington
$361K +$57.1K +359 +19%
AWM
905
Avior Wealth Management
Nebraska
$361K +$334K +2,100 +1,257%
CAG
906
Crestwood Advisors Group
Massachusetts
$359K -$7.01K -44 -2%
EA
907
Emerald Advisers
Pennsylvania
$355K – – –
PT
908
Plimoth Trust
Massachusetts
$354K +$6.36K +40 +2%
ALIONA
909
Allianz Life Insurance of North America
Minnesota
$353K -$16.4K -103 -4%
HT
910
Heritage Trust
Oklahoma
$353K – – –
ACI
911
Alpha Cubed Investments
California
$353K +$36.1K +257 +11%
DCM
912
Donaldson Capital Management
Indiana
$351K +$351K +2,208 New
HB
913
Homrich & Berg
Georgia
$350K +$53.6K +337 +18%
PAS
914
Park Avenue Securities
New York
$346K +$31.6K +198 +10%
OIA
915
Optimum Investment Advisors
Illinois
$343K +$79.6K +500 +30%
DDC
916
DF Dent & Co
Maryland
$342K +$7.17K +45 +2%
AP
917
Appleton Partners
Massachusetts
$339K -$45.8K -288 -12%
HH
918
Hilltop Holdings
Texas
$339K +$339K +2,131 New
HTHT
919
Hemenway Trust Hemenway Trust
New Hampshire
$338K -$111K -700 -25%
GLI
920
Guardian Life Insurance
New York
$338K +$30K +189 +10%
FHC
921
First Heartland Consultants
Missouri
$336K +$4.61K +29 +1%
RC
922
RegentAtlantic Capital
New Jersey
$335K +$335K +2,104 New
OWD
923
Osborn Williams & Donohoe
Ohio
$334K – – –
BCM
924
Bluefin Capital Management
New York
$334K +$334K +2,102 New
SLF
925
Sun Life Financial
Ontario, Canada
$332K +$26.9K +169 +9%
35 36
37
38 39