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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 %
LCM
951
Landscape Capital Management
New Jersey
$595K -$2.47M -15,617 -81%
SIG
952
Sky Investment Group
Connecticut
$595K – – –
BW
953
Bison Wealth
Georgia
$594K +$50.7K +320 +9%
S
954
SignatureFD
Georgia
$593K +$59.4K +375 +11%
Group One Trading
955
Group One Trading
Illinois
$592K +$592K +3,740 New
QI
956
Qtron Investments
Massachusetts
$589K -$1.43K -9 -0.2%
SFG
957
Summit Financial Group
West Virginia
$587K -$31.7K -200 -5%
CGL
958
Clarius Group LLC
Washington
$585K +$308K +1,944 +111%
CAM
959
Concorde Asset Management
Michigan
$585K +$585K +3,689 New
SBIA
960
Sheaff Brock Investment Advisors
Indiana
$583K +$79.1K +500 +16%
BDS
961
Banco de Sabadell
Florida
$578K +$312K +2,000 +118%
JFGIW
962
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$576K -$18.4K -116 -3%
BEC
963
Blue Edge Capital
Virginia
$574K +$574K +3,623 New
BRWM
964
B. Riley Wealth Management
Tennessee
$573K -$354K -2,233 -38%
WSFS
965
Wilmington Savings Fund Society
Delaware
$572K +$124K +780 +28%
TCM
966
Teza Capital Management
Illinois
$572K +$572K +3,609 New
CP
967
Camelot Portfolios
Ohio
$567K -$229K -1,449 -29%
PAS
968
Partnervest Advisory Services
California
$566K -$6.18K -39 -1%
IR
969
Invictus RG
Bermuda
$557K +$557K +3,518 New
PGFC
970
Peapack-Gladstone Financial Corp
New Jersey
$555K +$15.8K +100 +3%
APP
971
Avantax Planning Partners
Iowa
$551K +$151K +955 +38%
EWA
972
Exencial Wealth Advisors
Oklahoma
$547K +$44.4K +280 +9%
PAS
973
Park Avenue Securities
New York
$546K +$54.8K +340 +11%
CCM
974
Coldstream Capital Management
Washington
$544K +$96.4K +608 +22%
BCM
975
Bluefin Capital Management
New York
$542K +$542K +3,424 New
37 38
39
40 41