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Salesforce
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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 %
SWA
926
Stratos Wealth Advisors
Ohio
$406K +$406K +2,964 New
CAM
927
Cresset Asset Management
Illinois
$406K +$406K +2,964 New
QCM
928
Quantinno Capital Management
New York
$403K +$403K +2,943 New
IIC
929
Integrated Investment Consultants
Michigan
$401K +$3.43K +25 +0.9%
Tudor Investment Corp
930
Tudor Investment Corp
Connecticut
$400K -$1M -7,335 -72%
DC
931
Davenport & Co
Virginia
$399K -$92.7K -677 -19%
CBU
932
CIBC Bank USA
Illinois
$395K +$26.6K +194 +7%
MFG
933
Magnus Financial Group
New York
$394K +$394K +2,879 New
LFAS
934
Level Four Advisory Services
Texas
$388K -$377K -2,755 -49%
WSFS
935
Wilmington Savings Fund Society
Delaware
$388K +$4.93K +36 +1%
MWP
936
MYCIO Wealth Partners
Pennsylvania
$388K +$9.59K +70 +3%
ISL
937
Ingalls & Snyder LLC
New York
$388K +$52.4K +383 +16%
AL
938
Aspiriant LLC
California
$387K -$115K -843 -23%
CCM
939
Coldstream Capital Management
Washington
$387K +$76.1K +555 +24%
WIA
940
World Investment Advisors
California
$382K +$382K +2,349 New
GT
941
Glenview Trust
Kentucky
$381K – – –
RWA
942
Ropes Wealth Advisors
Massachusetts
$377K -$56.6K -413 -13%
SSWM
943
Sheets Smith Wealth Management
North Carolina
$371K -$483K -3,519 -57%
PFP
944
Pinnacle Financial Partners
Tennessee
$371K -$11.5K -84 -3%
BA
945
Boston Advisors
Massachusetts
$370K – – –
AWA
946
ARS Wealth Advisors
Florida
$369K -$49.3K -360 -12%
SG
947
StoneX Group
New York
$363K +$2.46K +18 +0.7%
PWP
948
Principle Wealth Partners
Connecticut
$362K +$362K +2,640 New
QCM
949
Quest Capital Management
Texas
$362K +$362K +2,642 New
NL
950
NWAM LLC
Washington
$361K -$23.7K -173 -6%
36 37
38
39 40