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Salesforce
CRM

Overview Fund Activity

1,215 hedge funds and large institutions have $101B invested in Salesforce in 2018 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+75
Holders Change %
+6.58%
% of All Funds
27.82%
Holding in Top 10
86
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.86%
% of All Funds
1.97%
New
148
Increased
495
Reduced
412
Closed
64
Calls
$1.38B
Puts
$2.1B
Net Calls
-$717M
Net Calls Change
-$640M

Top Buyers

1
State Street
State Street
Massachusetts
+$439M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$381M
3
BlackRock
BlackRock
New York
+$365M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$184M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$162M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.13B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$201M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
4
ECU
Egerton Capital (UK)
United Kingdom
-$172M
5
GIM
Generation Investment Management
United Kingdom
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
BDF
976
Balasa Dinverno & Foltz
$252K +$252K +1,586 New
ECM
977
Evergreen Capital Management
Washington
$251K +$3.35K +21 +1%
BIM
978
Bridges Investment Management
Nebraska
$247K +$247K +1,550 New
CS
979
Comerica Securities
Michigan
$245K +$245K +1,541 New
KIA
980
Kopp Investment Advisors
Minnesota
$232K +$232K +1,456 New
PWPS
981
Pinnacle Wealth Planning Services
Ohio
$231K -$27.5K -173 -11%
GD
982
Grandfield & Dodd
New York
$230K +$230K +1,446 New
FCAG
983
First Capital Advisors Group
New Jersey
$229K +$229K +1,442 New
Cetera Investment Advisers
984
Cetera Investment Advisers
Illinois
$228K +$228K +1,429 New
CA
985
Capital Advantage
California
$228K +$228K +1,432 New
SIM
986
SSI Investment Management
California
$226K +$226K +1,415 New
PTC
987
Petrus Trust Company
Texas
$226K +$226K +1,420 New
CA
988
Calton & Associates
Florida
$225K -$85.9K -539 -28%
YIA
989
YHB Investment Advisors
Connecticut
$224K +$224K +1,407 New
PFA
990
Pathway Financial Advisors
Vermont
$223K – – –
OA
991
Opes Advisors
California
$223K +$223K +1,400 New
CCB
992
Cutter & Co Brokerage
Missouri
$221K +$221K +1,390 New
PWAG
993
Polaris Wealth Advisory Group
California
$220K +$220K +1,382 New
PCA
994
Peddock Capital Advisors
Massachusetts
$219K – – –
CAL
995
Capital Analysts LLC
Pennsylvania
$218K -$27.5K -173 -11%
Voloridge Investment Management
996
Voloridge Investment Management
Florida
$216K -$9.95M -62,648 -98%
SG
997
Somerset Group
Minnesota
$216K +$216K +1,359 New
CBA
998
Coastal Bridge Advisors
Connecticut
$215K -$31.1K -195 -13%
OCM
999
One Capital Management
California
$212K +$212K +1,330 New
RIS
1000
Retirement Income Solutions
Michigan
$212K +$212K +1,330 New
38 39
40
41 42