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Salesforce
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Overview Fund Activity

1,140 hedge funds and large institutions have $86.5B invested in Salesforce in 2018 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 515 increasing their positions, 323 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+68
Holders Change %
+6.34%
% of All Funds
26.13%
Holding in Top 10
79
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+25.4%
% of All Funds
1.81%
New
147
Increased
515
Reduced
323
Closed
71
Calls
$1.47B
Puts
$1.55B
Net Calls
-$76.7M
Net Calls Change
+$8.98M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$418M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$336M
4
BlackRock
BlackRock
New York
+$302M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$251M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$903M
2
PC
PointState Capital
New York
-$404M
3
Sands Capital Management
Sands Capital Management
Virginia
-$337M
4
TCM
Tybourne Capital Management
Hong Kong
-$308M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSE
976
MUFG Securities EMEA
United Kingdom
$108K -$986K -7,210 -90%
WTB
977
Washington Trust Bank
Washington
$103K -$3.4K -25 -3%
FANJ
978
Financial Architects (New Jersey)
New Jersey
$100K +$59K +432 +144%
FMII
979
Farmers & Merchants Investments Inc
Nebraska
$97K +$4.65K +34 +5%
PCM
980
Poehling Capital Management
Wisconsin
$95K – – –
PFBT
981
Parkside Financial Bank & Trust
Missouri
$94K +$4.8K +35 +5%
T2I
982
Turim 21 Investimentos
Brazil
$90K +$90K +657 New
FIB
983
First Interstate Bank
Montana
$89K – – –
FHA
984
First Horizon Advisors
Tennessee
$87K -$682 -5 -0.8%
BCM
985
Blume Capital Management
California
$82K -$10.9K -80 -12%
MGIA
986
Moneta Group Investment Advisors
Missouri
$82K +$68.3K +499 +499%
TAM
987
Trust Asset Management
Texas
$82K +$82K +600 New
PC
988
Polar Capital
United Kingdom
$81.1K +$13.4K +98,227 +20%
JA
989
JOYN Advisors
Georgia
$80K +$43.6K +319 +120%
GEA
990
Glen Eagle Advisors
New Jersey
$79.1K +$1.09K +8 +1%
CPA
991
Clear Perspective Advisors
Illinois
$78K +$78K +575 New
PMFA
992
Plante Moran Financial Advisors
Michigan
$76K -$13.5K -99 -15%
RFWA
993
RPg Family Wealth Advisory
Massachusetts
$73.2K – – –
WAM
994
Watermark Asset Management
California
$70K – – –
B
995
Bridgeworth
Alabama
$70K +$70K +515 New
HRC
996
Hoertkorn Richard Charles
$68K – – –
GSC
997
G&S Capital
Colorado
$68K – – –
DSC
998
Duncker Streett & Co
Missouri
$68K +$13.6K +100 +25%
HCM
999
Highlander Capital Management
New Jersey
$68K +$68K +500 New
LWM
1000
Lenox Wealth Management
Ohio
$66K -$2.19K -16 -3%
38 39
40
41 42