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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 %
AC
951
Abbrea Capital
California
$288K +$30.2K +190 +12%
MFW
952
Meristem Family Wealth
Minnesota
$284K – – –
WCA
953
Westover Capital Advisors
Delaware
$281K -$62.5K -393 -18%
PAM
954
Paradigm Asset Management
New York
$278K -$15.9K -100 -5%
KA
955
Kaizen Advisory
Illinois
$278K – – –
WA
956
Waverly Advisors
Alabama
$276K – – –
SIAS
957
Shine Investment Advisory Services
Colorado
$272K -$4.76K -30 -2%
AAM
958
Alphadyne Asset Management
New York
$272K +$272K +1,711 New
JFL
959
Jarislowsky, Fraser Ltd
Quebec, Canada
$270K -$6.85K -50 -2%
IWC
960
Integrated Wealth Concepts
Massachusetts
$270K +$28.8K +180 +12%
PA
961
Parkside Advisors
California
$269K – – –
FWCM
962
Ferguson Wellman Capital Management
Oregon
$267K +$4.29K +27 +2%
Fiera Capital (Canada)
963
Fiera Capital (Canada)
Quebec, Canada
$266K – – –
BWP
964
BSW Wealth Partners
Colorado
$266K +$266K +1,672 New
DWT
965
Dorsey & Whitney Trust
South Dakota
$264K +$264K +1,657 New
IIA
966
IPG Investment Advisors
California
$259K +$259K +1,630 New
FSA
967
Franklin Street Advisors
North Carolina
$259K +$15.9K +100 +7%
CL
968
CPWM LLC
Washington
$257K +$257K +1,619 New
MWAC
969
Mariner Wealth Advisors (Cincinnati)
Ohio
$256K +$256K +1,608 New
HWA
970
Heritage Wealth Advisors
Virginia
$255K – – –
PEA
971
Pacific Edge Advisors
California
$255K – – –
MYIA
972
Mount Yale Investment Advisors
Colorado
$254K -$1.13K -8 -0.4%
SAM
973
Seelaus Asset Management
New Jersey
$254K – – –
WP
974
WMS Partners
Maryland
$253K – – –
RIA
975
Regal Investment Advisors
Michigan
$253K +$253K +1,588 New
37 38
39
40 41