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Salesforce
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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
$1.24B
2
ECU
Egerton Capital (UK)
United Kingdom
$295M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$365M
4
Goldman Sachs
Goldman Sachs
New York
$595M
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.98B

Top Sellers

1
SIM
SRS Investment Management
New York
$0
2
Citadel Advisors
Citadel Advisors
Florida
$424M
3
Bank of America
Bank of America
North Carolina
$870M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$196M
5
LPC
Lone Pine Capital
Connecticut
$497M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
926
Adirondack Trust Company
New York
$20K -$3K -30 -13%
FPS
927
Fieldpoint Private Securities
Connecticut
$20K – – –
RAM
928
Riggs Asset Management
Pennsylvania
$20K – – –
FCMT
929
Founders Capital Management (Texas)
Texas
$20K – – –
BAM
930
Barrett Asset Management
New York
$20K +$20K +200 New
CAC
931
Certified Advisory Corp
Florida
$19K +$19K +191 New
RFA
932
Reilly Financial Advisors
California
$18K -$14.9K -145 -45%
KF
933
Krilogy Financial
Missouri
$18K – – –
VCM
934
Vigilant Capital Management
Maine
$18K – – –
MSFP
935
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
AWM
936
Avior Wealth Management
Nebraska
$18K +$1.21K +12 +7%
CHC
937
City Holding Co
West Virginia
$18K +$18K +176 New
CAM
938
CenterStar Asset Management
Illinois
$17K – – –
CHP
939
Cable Hill Partners
Oregon
$16K – – –
SQA
940
Simon Quick Advisors
New Jersey
$16K – – –
MA
941
MUFG Americas
New York
$16K +$7.5K +75 +88%
WCM
942
Whitener Capital Management
North Carolina
$16K +$16K +160 New
SCA
943
Sander Capital Advisors
Washington
$15K +$15K +150 New
PA
944
Perennial Advisors
New York
$14K – – –
VIA
945
Vantage Investment Advisors
Pennsylvania
$14K +$8.78K +84 +168%
VCM
946
Versant Capital Management
Arizona
$13K – – –
RIM
947
Ranger Investment Management
Texas
$13K – – –
HL
948
Harding Loevner
New Jersey
$13K – – –
PO
949
Private Ocean
California
$13K +$13K +124 New
BC
950
Bartlett & Co
Ohio
$13K +$13K +128 New
36 37
38
39 40