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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 %
PCA
951
Peddock Capital Advisors
Massachusetts
$188K -$2.74K -20 -1%
LNB
952
Ledyard National Bank
$185K +$10.9K +80 +6%
WIM
953
Westside Investment Management
California
$183K +$14.1K +100 +8%
Carson Wealth (CWM LLC)
954
Carson Wealth (CWM LLC)
Nebraska
$180K +$88.1K +645 +96%
OIA
955
OneDigital Investment Advisors
Kansas
$172K +$132K +965 +328%
QCG
956
Quadrant Capital Group
Ohio
$169K +$10.9K +86 +7%
TFA
957
Transamerica Financial Advisors
Florida
$165K -$3.16M -23,148 -95%
EA
958
Edge Advisors
Georgia
$165K – – –
PCG
959
Private Capital Group
Connecticut
$163K +$9.22K +68 +6%
GWM
960
Geneos Wealth Management
Colorado
$158K +$30.1K +221 +24%
AIA
961
Arcadia Investment Advisors
Idaho
$153K – – –
TWA
962
TCI Wealth Advisors
Arizona
$151K +$29K +213 +24%
First Manhattan
963
First Manhattan
New York
$150K +$13.6K +100 +10%
SBL
964
Sargent Bickham Lagudis
Colorado
$146K – – –
BBHC
965
Brown Brothers Harriman & Co
New York
$146K +$18.5K +136 +15%
AOWM
966
Alpha Omega Wealth Management
Virginia
$145K +$6.84K +50 +5%
AWM
967
Aevitas Wealth Management
Massachusetts
$137K +$136K +1,000 +12,500%
IWP
968
Icon Wealth Partners
Texas
$127K -$6K -44 -5%
JCM
969
Jacobi Capital Management
Pennsylvania
$127K +$27.5K +202 +28%
GBBWRPM
970
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$126K – – –
TL
971
TrueWealth LLC
Georgia
$119K – – –
HFM
972
Hartford Financial Management
Connecticut
$114K – – –
CAM
973
CenterStar Asset Management
Illinois
$113K -$974K – –
CFA
974
Carroll Financial Associates
North Carolina
$112K – – –
Fuller & Thaler Asset Management
975
Fuller & Thaler Asset Management
California
$109K – – –
37 38
39
40 41