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Salesforce
CRM

Overview Fund Activity

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$379M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$305M
3
Citadel Advisors
Citadel Advisors
Florida
+$218M
4
State Street
State Street
Massachusetts
+$218M
5
LPC
Lone Pine Capital
Connecticut
+$206M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
2
Morgan Stanley
Morgan Stanley
New York
-$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$379M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$321M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPA
976
First Pacific Advisors
California
$538K – – –
OIA
977
Optimum Investment Advisors
Illinois
$538K +$268K +1,690 +99%
WA
978
WESPAC Advisors
California
$534K +$80.4K +528 +18%
PWMG
979
Prestige Wealth Management Group
New Jersey
$532K -$156K -985 -23%
AL
980
Aspiriant LLC
California
$532K +$81K +510 +18%
IWM
981
IHT Wealth Management
Illinois
$532K +$192K +1,213 +56%
BCA
982
Berman Capital Advisors
Georgia
$517K +$41.1K +261 +9%
LWAC
983
Laurel Wealth Advisors (California)
California
$516K +$24.7K +156 +5%
CAW
984
Cornerstone Advisors (Washington)
Washington
$513K +$30.1K +190 +6%
RFO
985
RiverGlades Family Offices
Florida
$511K +$511K +3,225 New
BSW
986
Buckingham Strategic Wealth
Missouri
$510K +$28.2K +178 +6%
AFM
987
Andesa Financial Management
Pennsylvania
$510K +$274K +1,734 +116%
CFA
988
Cahill Financial Advisors
Minnesota
$507K -$23.8K -150 -4%
CPIA
989
Cornell Pochily Investment Advisors
New York
$506K -$34.8K -220 -6%
AB
990
Atlas Brown
Kentucky
$502K -$99K -625 -16%
ST
991
Smithfield Trust
Pennsylvania
$502K +$18.2K +115 +4%
MIM
992
Moseley Investment Management
Florida
$502K +$502K +3,170 New
ARTA
993
A.R.T. Advisors
New York
$500K -$1.49M -9,400 -75%
MCM
994
MAI Capital Management
Ohio
$498K -$155K -979 -24%
SC
995
Savant Capital
Illinois
$495K +$11.1K +70 +2%
MIM
996
Marco Investment Management
Georgia
$490K +$490K +3,095 New
FUBT
997
First United Bank & Trust
Maryland
$487K +$188K +1,190 +63%
PCM
998
Penserra Capital Management
California
$485K -$66.1K -401 -12%
SWA
999
Stratos Wealth Advisors
Ohio
$485K +$15.8K +100 +3%
GWMIA
1000
Global Wealth Management Investment Advisory
Florida
$482K -$36.1K -228 -7%
38 39
40
41 42