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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 %
LCAM
901
London & Capital Asset Management
United Kingdom
$441K +$441K +3,218 New
AIC
902
Ameritas Investment Company
Nebraska
$441K +$441K +3,218 New
FFC
903
First Financial Corp
Indiana
$439K -$3.02K -22 -0.7%
PFO
904
Pathstone Family Office
New Jersey
$437K +$366K +2,668 +512%
SBIA
905
Sheaff Brock Investment Advisors
Indiana
$436K -$78.7K -575 -15%
LSA
906
L & S Advisors
California
$435K -$4.41M -32,225 -91%
EWA
907
Exencial Wealth Advisors
Oklahoma
$435K +$108K +791 +33%
PL
908
Plancorp LLC
Missouri
$432K +$3.97K +29 +0.9%
AWM
909
AE Wealth Management
Kansas
$431K +$157K +1,147 +57%
OGC
910
Oak Grove Capital
New Hampshire
$431K +$356K +2,600 +473%
WT
911
Washington Trust
Rhode Island
$429K +$28.1K +205 +7%
BPA
912
Beacon Pointe Advisors
California
$428K +$428K +3,129 New
LWAC
913
Laurel Wealth Advisors (California)
California
$424K -$77.1K -564 -15%
ST
914
Smithfield Trust
Pennsylvania
$418K -$49.7K -363 -11%
SC
915
Savant Capital
Illinois
$418K -$17.8K -130 -4%
CCA
916
Cobblestone Capital Advisors
New York
$418K – – –
CAW
917
Cornerstone Advisors (Washington)
Washington
$418K +$5.07K +37 +1%
VNA
918
Valley National Advisers
Pennsylvania
$417K – – –
BSW
919
Buckingham Strategic Wealth
Missouri
$417K +$43.6K +318 +12%
CAM
920
Cypress Asset Management
Texas
$414K +$414K +3,025 New
DA
921
Dillon & Associates
Michigan
$414K +$414K +3,025 New
UAM
922
UAS Asset Management
New York
$411K +$411K +3,000 New
BCA
923
Berman Capital Advisors
Georgia
$411K +$411K +3,020 New
CDH
924
Charles D. Hyman
$408K – – –
WA
925
WESPAC Advisors
California
$408K +$408K +2,979 New
35 36
37
38 39