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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 %
NFC
926
Northeast Financial Consultants
Connecticut
$232K +$232K +1,706 New
PA
927
Parkside Advisors
California
$231K +$231K +1,692 New
EWA
928
Exencial Wealth Advisors
Oklahoma
$228K +$228K +1,674 New
Fiera Capital (Canada)
929
Fiera Capital (Canada)
Quebec, Canada
$227K +$227K +1,670 New
OIA
930
Optimum Investment Advisors
Illinois
$226K – – –
FWCM
931
Ferguson Wellman Capital Management
Oregon
$226K +$226K +1,654 New
SB
932
Simmons Bank
Arkansas
$225K +$225K +1,645 New
PWPS
933
Pinnacle Wealth Planning Services
Ohio
$222K +$222K +1,627 New
AC
934
Abbrea Capital
California
$221K +$221K +1,620 New
ZIM
935
Zacks Investment Management
Illinois
$221K +$221K +1,623 New
PEA
936
Pacific Edge Advisors
California
$219K +$219K +1,604 New
SAM
937
Seelaus Asset Management
New Jersey
$218K +$218K +1,595 New
HWA
938
Heritage Wealth Advisors
Virginia
$218K +$218K +1,607 New
WP
939
WMS Partners
Maryland
$217K +$217K +1,589 New
DWM
940
Darwin Wealth Management
Florida
$214K – – –
ECM
941
Evergreen Capital Management
Washington
$212K +$212K +1,555 New
CAL
942
Capital Analysts LLC
Pennsylvania
$211K – – –
IWC
943
Integrated Wealth Concepts
Massachusetts
$211K +$211K +1,506 New
CBA
944
Coastal Bridge Advisors
Connecticut
$211K +$211K +1,545 New
PFA
945
Pathway Financial Advisors
Vermont
$209K – – –
PVAM
946
Pacific View Asset Management
California
$209K +$209K +1,539 New
PCM
947
Penserra Capital Management
California
$209K +$209K +1,539 New
FSA
948
Franklin Street Advisors
North Carolina
$208K +$208K +1,527 New
EGM
949
Engineers Gate Manager
New York
$205K -$8.57M -62,727 -98%
HM
950
Harvest Management
New York
$205K +$205K +1,500 New
36 37
38
39 40