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Salesforce
CRM

Overview Fund Activity

1,072 hedge funds and large institutions have $73.3B invested in Salesforce in 2018 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 428 increasing their positions, 343 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+73
Holders Change %
+7.31%
% of All Funds
24.6%
Holding in Top 10
63
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+23.53%
% of All Funds
1.45%
New
160
Increased
428
Reduced
343
Closed
77
Calls
$1.59B
Puts
$1.67B
Net Calls
-$85.6M
Net Calls Change
+$116M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.1B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$857M
3
BlackRock
3
BlackRock
New York
$4.94B
4
UBS AM
4
UBS AM
Illinois
$633M
5
Tiger Global Management
5
Tiger Global Management
New York
$263M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.07B
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$74.1M
4
State Street
4
State Street
Massachusetts
$2.88B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
976
Providence Capital Advisors
North Carolina
$34K – – –
PGWM
977
Parisi Gray Wealth Management
New Jersey
$34K – – –
AP
978
Atwood & Palmer
Missouri
$33K -$11.5K -100 -26%
CB
979
Community Bank
New York
$32K -$7.66K -67 -19%
TFO
980
Tarbox Family Office
California
$31K +$4.4K +38 +17%
ATC
981
Adirondack Trust Company
New York
$31K +$6.69K +55 +28%
JA
982
JOYN Advisors
Georgia
$31K +$31K +266 New
LJHT
983
Laurie J. Hall Trustee
$29K – – –
IFAM
984
Institutional & Family Asset Management
Colorado
$29K +$29K +250 New
WAP
985
Wealthcare Advisory Partners
Pennsylvania
$28K -$229 -2 -0.8%
ACA
986
Atlas Capital Advisors
Wyoming
$27.8K +$27.8K +239 New
LA
987
Legacy Advisors
Pennsylvania
$27K -$14.3K -121 -35%
GFP
988
Gryphon Financial Partners
Ohio
$27K -$3.91K -33 -13%
PFGIA
989
Patriot Financial Group Insurance Agency
Massachusetts
$27K – – –
ANBT
990
American National Bank & Trust
Texas
$25K – – –
CHP
991
Cable Hill Partners
Oregon
$25K +$7.34K +64 +42%
BAM
992
Barrett Asset Management
New York
$23K – – –
RAM
993
Riggs Asset Management
Pennsylvania
$23K – – –
FCMT
994
Founders Capital Management (Texas)
Texas
$23K – – –
EFSCE
995
Enterprise Financial Services Corp (EFSC)
Missouri
$23K +$9.64K +83 +72%
ACS
996
Archford Capital Strategies
Illinois
$23K +$23K +227 New
CAC
997
Certified Advisory Corp
Florida
$22K – – –
MPWT
998
MassMutual Private Wealth & Trust
Connecticut
$21.2K +$13.3K +114 +168%
AWM
999
Avior Wealth Management
Nebraska
$21K – – –
PA
1000
Perennial Advisors
New York
$21K +$4.39K +37 +26%
38 39
40
41 42