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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 %
FFA
1001
First Foundation Advisors
California
$209K +$209K +1,312 New
BTW
1002
Boston Trust Walden
Massachusetts
$209K +$209K +1,313 New
JT
1003
Jump Trading
Illinois
$208K +$208K +1,309 New
EGM
1004
Engineers Gate Manager
New York
$207K -$31.8K -200 -13%
BCM
1005
Bridgeway Capital Management
Texas
$207K +$207K +1,300 New
BB
1006
Busey Bank
Illinois
$207K +$207K +1,302 New
SWM
1007
Segment Wealth Management
Texas
$207K +$207K +1,304 New
LNB
1008
Ledyard National Bank
$205K -$10.6K -67 -5%
SIG
1009
Sky Investment Group
Connecticut
$204K +$204K +1,280 New
EF
1010
Empirical Finance
Pennsylvania
$204K +$204K +1,283 New
WI
1011
Wintrust Investments
Illinois
$204K +$204K +1,285 New
Capstone Investment Advisors
1012
Capstone Investment Advisors
New York
$202K -$330K -2,080 -62%
NF
1013
Nikulski Financial
Iowa
$200K +$200K +1,455 New
QCG
1014
Quadrant Capital Group
Ohio
$199K – – –
TWA
1015
TCI Wealth Advisors
Arizona
$196K +$19.7K +124 +11%
NIT
1016
NumerixS Investment Technologies
British Columbia, Canada
$193K -$1.26M -7,810 -87%
UCMOK
1017
United Capital Management of KS
Kansas
$193K +$193K +1,265 New
WIM
1018
Westside Investment Management
California
$193K – – –
AWM
1019
Aevitas Wealth Management
Massachusetts
$192K +$31.8K +200 +20%
PCG
1020
Private Capital Group
Connecticut
$189K -$1.91K -12 -1%
Carson Wealth (CWM LLC)
1021
Carson Wealth (CWM LLC)
Nebraska
$187K -$22.9K -144 -11%
TFA
1022
Transamerica Financial Advisors
Florida
$182K -$10.8K -68 -6%
AIA
1023
Arcadia Investment Advisors
Idaho
$178K – – –
SBL
1024
Sargent Bickham Lagudis
Colorado
$177K +$5.9K +37 +3%
First Manhattan
1025
First Manhattan
New York
$172K -$2.38K -15 -1%
39 40
41
42 43