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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 %
Wolverine Trading
926
Wolverine Trading
Illinois
$330K -$12.4M -77,997 -97%
AF
927
Allworth Financial
California
$327K – – –
HPWM
928
Highland Private Wealth Management
Washington
$327K +$2.55K +16 +0.8%
CAN
929
Claraphi Advisory Network
United States
$325K -$28.5K -179 -8%
NAM
930
North American Management
Massachusetts
$325K – – –
EWA
931
EP Wealth Advisors
California
$324K +$324K +2,039 New
RPC
932
Rossmore Private Capital
Connecticut
$322K +$6.68K +42 +2%
AIS
933
AlphaOne Investment Services
Pennsylvania
$320K +$282K +1,773 +748%
PI
934
Parkside Investments
Illinois
$318K -$398K -2,500 -56%
AC
935
Alley Company
Illinois
$318K – – –
AWM
936
AE Wealth Management
Kansas
$318K +$318K +1,997 New
PCM
937
Penserra Capital Management
California
$316K +$71.9K +453 +29%
LSAG
938
Lake Street Advisors Group
New Hampshire
$315K -$268K -1,682 -46%
BBP
939
Banco BTG Pactual
Brazil
$313K -$31.4K -197 -9%
HA
940
Harfst & Associates
Wyoming
$312K +$7.16K +45 +2%
TF
941
Tompkins Financial
New York
$311K -$11.6K -73 -4%
AAM
942
American Asset Management
Florida
$307K +$23.9K +150 +8%
IWM
943
IHT Wealth Management
Illinois
$305K +$11.3K +71 +4%
NWS
944
Newport Wealth Strategies
California
$304K -$18.5K -135 -6%
HCM
945
Hengehold Capital Management
Ohio
$300K – – –
IUHSA
946
Itau Unibanco Holding S.A.
Brazil
$298K -$141K -883 -32%
CMBA
947
C.M. Bidwell & Associates
Hawaii
$297K -$30.2K -190 -9%
SWA
948
Sutton Wealth Advisors
Florida
$296K – – –
TSS
949
Two Sigma Securities
New York
$293K -$3.35M -21,087 -92%
HPC
950
HM Payson & Co
Maine
$288K -$40.5K -255 -12%
36 37
38
39 40