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Salesforce
CRM

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 %
NSB
951
Norway Savings Bank
Maine
$359K +$278K +2,030 +341%
HCM
952
Highlander Capital Management
New Jersey
$355K +$287K +2,100 +420%
CWAG
953
Compton Wealth Advisory Group
Virginia
$351K +$351K +2,562 New
FAIM
954
Financial Advocates Investment Management
Washington
$350K -$281K -2,046 -44%
WAG
955
Winthrop Advisory Group
Massachusetts
$350K +$23.5K +171 +7%
AWM
956
Avior Wealth Management
Nebraska
$350K +$42.1K +310 +14%
RC
957
RegentAtlantic Capital
New Jersey
$349K +$61K +446 +21%
FC
958
Ferris Capital
Massachusetts
$346K -$15.6K -114 -4%
APP
959
Avantax Planning Partners
Iowa
$346K +$29.5K +215 +9%
HWA
960
HCR Wealth Advisors
California
$345K -$13.3K -97 -4%
HIIFS
961
Harel Insurance Investments & Financial Services
Israel
$344K +$7.81K +57 +2%
CAG
962
Crestwood Advisors Group
Massachusetts
$343K +$34.2K +250 +11%
ATFA
963
All Terrain Financial Advisors
Minnesota
$342K – – –
LC
964
Lourd Capital
California
$342K +$16.4K +120 +5%
SP
965
SWS Partners
Ohio
$339K +$6.71K +49 +2%
ACI
966
Alpha Cubed Investments
California
$337K -$6.84K -50 -2%
AHB
967
Abner Herrman & Brock
New Jersey
$335K -$4.93K -36 -1%
HB
968
Homrich & Berg
Georgia
$335K +$33.7K +246 +11%
HK
969
Horizon Kinetics
New York
$334K -$24K -175 -7%
S
970
Seeyond
France
$333K +$333K +2,428 New
FFG
971
Fortem Financial Group
California
$329K +$329K +2,400 New
MFG
972
Merit Financial Group
Georgia
$325K -$6.98K -51 -2%
BOPW
973
Brandywine Oak Private Wealth
Pennsylvania
$324K +$324K +2,366 New
RCAG
974
Rehmann Capital Advisory Group
Michigan
$322K – – –
QAM
975
Questar Asset Management
Minnesota
$322K +$322K +2,352 New
37 38
39
40 41