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Salesforce
CRM

Overview Fund Activity

1,298 hedge funds and large institutions have $87.5B invested in Salesforce in 2018 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 535 increasing their positions, 394 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+83
Holders Change %
+6.83%
% of All Funds
28.97%
Holding in Top 10
101
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+17.44%
% of All Funds
2.25%
New
231
Increased
535
Reduced
394
Closed
137
Calls
$1.77B
Puts
$2.05B
Net Calls
-$277M
Net Calls Change
+$440M

Top Buyers

1
BlackRock
BlackRock
New York
+$592M
2
Jennison Associates
Jennison Associates
New York
+$417M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$410M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$300M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$295M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$294M
2
Artisan Partners
Artisan Partners
Wisconsin
-$278M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$251M
4
Deutsche Bank
Deutsche Bank
Germany
-$199M
5
MCM
Melvin Capital Management
New York
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
PT
976
Plimoth Trust
Massachusetts
$319K +$14.4K +105 +5%
CMI
977
Clare Market Investments
Texas
$318K +$318K +2,325 New
HH
978
Hilltop Holdings
Texas
$318K +$26.3K +192 +9%
QCIG
979
Quad-Cities Investment Group
Iowa
$316K – – –
IUHSA
980
Itau Unibanco Holding S.A.
Brazil
$313K +$65.9K +499 +27%
MSR
981
Main Street Research
Connecticut
$312K -$17.4M -127,131 -98%
LSAG
982
Lake Street Advisors Group
New Hampshire
$312K +$40.7K +297 +15%
LOAMS
983
Lombard Odier Asset Management (Switzerland)
Switzerland
$311K -$409K -2,988 -57%
HCM
984
Hengehold Capital Management
Ohio
$310K +$51K +372 +20%
DDC
985
DF Dent & Co
Maryland
$308K +$13.7K +100 +5%
RWP
986
RWA Wealth Partners
Massachusetts
$307K -$7.11K -52 -2%
AC
987
Abbrea Capital
California
$307K +$58.9K +430 +24%
MA
988
Mutual Advisors
Nebraska
$305K -$449K -3,274 -60%
HT
989
Heritage Trust
Oklahoma
$304K – – –
GC
990
Guardian Capital
Ontario, Canada
$303K +$303K +2,214 New
GEA
991
Glen Eagle Advisors
New Jersey
$301K +$220K +1,605 +270%
FCA
992
FLC Capital Advisors
California
$299K +$299K +2,180 New
GIA
993
Gladstone Institutional Advisory
Florida
$299K +$299K +2,186 New
HTHT
994
Hemenway Trust Hemenway Trust
New Hampshire
$298K +$6.85K +50 +2%
IWC
995
Integrated Wealth Concepts
Massachusetts
$296K +$64.7K +472 +28%
TST
996
Tech Square Trading
Massachusetts
$295K +$295K +2,151 New
GLI
997
Guardian Life Insurance
New York
$294K +$2.2K +16 +0.8%
IWM
998
IHT Wealth Management
Illinois
$294K +$31.4K +229 +12%
CSS
999
Cubist Systematic Strategies
Connecticut
$291K -$2.8M -20,445 -91%
HPWM
1000
Highland Private Wealth Management
Washington
$291K +$9.32K +68 +3%
38 39
40
41 42