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Salesforce
CRM

Overview Fund Activity

999 hedge funds and large institutions have $64B invested in Salesforce in 2017 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 344 increasing their positions, 333 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+125
Holders Change %
+14.3%
% of All Funds
22.69%
Holding in Top 10
51
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+30.77%
% of All Funds
1.16%
New
181
Increased
344
Reduced
333
Closed
45
Calls
$999M
Puts
$1.2B
Net Calls
-$202M
Net Calls Change
-$237M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$337M
2
ECU
Egerton Capital (UK)
United Kingdom
+$295M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$279M
4
Goldman Sachs
Goldman Sachs
New York
+$171M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$134M

Top Sellers

1
SIM
SRS Investment Management
New York
-$221M
2
Citadel Advisors
Citadel Advisors
Florida
-$214M
3
Bank of America
Bank of America
North Carolina
-$191M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$167M
5
LPC
Lone Pine Capital
Connecticut
-$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSW
976
Thompson Siegel & Walmsley
Virginia
$6K – – –
MCM
977
MV Capital Management
Maryland
$6K – – –
OTC
978
Opera Trading Capital
France
$6K +$6K +54 New
GRP
979
Global Retirement Partners
California
$5K -$300 -3 -6%
WA
980
WealthTrust-Arizona
Arizona
$5K – – –
FCAS
981
First Command Advisory Services
Texas
$5K +$5K +52 New
AIM
982
Anchor Investment Management
South Carolina
$4.29K – – –
AAP
983
Arax Advisory Partners
Colorado
$4K – – –
PWM
984
Paulson Wealth Management
Illinois
$4K +$4K +37 New
LFA
985
Legacy Financial Advisors
Kentucky
$4K +$4K +48 New
Walleye Trading
986
Walleye Trading
New York
$3.32K +$1.54K +15,030 +86%
RBC
987
Roble Belko & Company
Pennsylvania
$3K – – –
OC
988
Oakworth Capital
Alabama
$3K – – –
PHK
989
Point72 Hong Kong
Hong Kong
$2K -$73.1K -658 -97%
TCM
990
Tradewinds Capital Management
Washington
$2K – – –
SP
991
SWS Partners
Ohio
$2K +$2K +15 New
ST
992
Sageworth Trust
Pennsylvania
$2K +$2K +20 New
AMCA
993
Arthur M. Cohen & Associates
Illinois
$1.23K +$1.23K +8,951 New
RFM
994
Royal Fund Management
Florida
$1K – – –
PCFFS
995
Pacific Center for Financial Services
California
$1K – – –
MGIA
996
Moneta Group Investment Advisors
Missouri
$1K +$1K +7 New
AWM
997
Aevitas Wealth Management
Massachusetts
$1K +$1K +8 New
FGC
998
Financial Gravity Companies
Texas
$1K +$1K +9 New
AC
999
Avestar Capital
New York
$1K +$1K +17 New
PCG
1000
Private Capital Group
Connecticut
$86 +$86 +125 New
38 39
40
41 42