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Salesforce
CRM

Overview Fund Activity

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$379M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$305M
3
Citadel Advisors
Citadel Advisors
Florida
+$218M
4
State Street
State Street
Massachusetts
+$218M
5
LPC
Lone Pine Capital
Connecticut
+$206M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
2
Morgan Stanley
Morgan Stanley
New York
-$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$379M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$321M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
926
FinTrust Capital Advisors
South Carolina
$672K +$55.5K +350 +9%
MWM
927
Mission Wealth Management
California
$668K +$85.4K +539 +15%
IDBONY
928
Israel Discount Bank of New York
New York
$666K -$18.2K -115 -3%
SRC
929
Sage Rhino Capital
California
$663K +$663K +4,188 New
WF
930
Welch & Forbes
Massachusetts
$661K +$12.4K +78 +2%
I
931
INVST
Indiana
$656K -$16.6K -103 -2%
NDSI
932
Newman Dignan & Sheerar Inc
Rhode Island
$656K -$4.75K -30 -0.7%
WAM
933
Wealthspire Advisors (Maryland)
Maryland
$656K +$25.5K +161 +4%
GFP
934
Gryphon Financial Partners
Ohio
$643K -$4.76K -30 -0.7%
IP
935
Intellectus Partners
California
$642K -$7.92K -50 -1%
AWM
936
Avior Wealth Management
Nebraska
$640K +$232K +1,470 +57%
IIM
937
Intact Investment Management
Quebec, Canada
$634K – – –
QCM
938
Quest Capital Management
Texas
$633K +$212K +1,331 +50%
SFS
939
Sowell Financial Services
Arkansas
$632K +$71.7K +453 +13%
FIM
940
Freedom Investment Management
Connecticut
$625K -$13.5K -85 -2%
SIM
941
Stratos Investment Management
Ohio
$622K +$622K +3,926 New
AA
942
ALPS Advisors
Colorado
$621K -$1.57M -9,897 -72%
IBOK
943
Independence Bank of Kentucky
Kentucky
$621K -$51.5K -325 -8%
CWM
944
Chesapeake Wealth Management
Virginia
$621K +$336K +2,122 +118%
SCI
945
S&CO Inc
Massachusetts
$617K -$11.4K -72 -2%
CFG
946
CMC Financial Group
Georgia
$617K +$4.44K +28 +0.7%
CAM
947
CenterStar Asset Management
Illinois
$616K – – –
NFC
948
Northeast Financial Consultants
Connecticut
$614K +$614K +3,877 New
HMS
949
Hanseatic Management Services
New Mexico
$606K +$606K +3,825 New
BCM
950
BTC Capital Management
Iowa
$602K +$87.8K +553 +17%
36 37
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