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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 %
CL
1001
CPWM LLC
Washington
$290K +$68.4K +500 +31%
TFS
1002
Thoroughbred Financial Services
Tennessee
$290K +$290K +2,124 New
AP
1003
Appleton Partners
Massachusetts
$289K -$2.88K -21 -1%
WCM
1004
Whitener Capital Management
North Carolina
$289K +$268K +1,960 +1,265%
CIM
1005
CIM Investment Management
Pennsylvania
$288K -$372K -2,715 -56%
SLF
1006
Sun Life Financial
Ontario, Canada
$286K +$137 +1 +0%
AF
1007
Allworth Financial
California
$282K – – –
NAM
1008
North American Management
Massachusetts
$280K – – –
FMT
1009
First Mercantile Trust
Tennessee
$279K -$65.5K -478 -19%
KA
1010
Kaizen Advisory
Illinois
$279K +$39.9K +292 +17%
RPC
1011
Rossmore Private Capital
Connecticut
$277K – – –
PB
1012
Pinnacle Bancorp
Nebraska
$277K +$277K +2,025 New
HA
1013
Harfst & Associates
Wyoming
$276K +$8.19K +60 +3%
AC
1014
Alley Company
Illinois
$274K – – –
CA
1015
Calton & Associates
Florida
$274K +$80.4K +586 +42%
NJBEST
1016
New Jersey Better Educational Savings Trust
New Jersey
$274K +$274K +2,000 New
SM
1017
SG3 Management
Puerto Rico
$274K +$274K +2,000 New
ACM
1018
Aviance Capital Management
Florida
$273K -$144K -1,050 -35%
PI
1019
Parkside Investments
Illinois
$273K – – –
DWA
1020
Dougherty Wealth Advisers
Minnesota
$273K +$273K +1,760 New
SWA
1021
Sutton Wealth Advisors
Florida
$271K +$16.6K +121 +7%
JFL
1022
Jarislowsky, Fraser Ltd
Quebec, Canada
$270K – – –
AAM
1023
American Asset Management
Florida
$270K +$5.48K +40 +2%
BDF
1024
Balasa Dinverno & Foltz
$270K +$52.4K +382 +24%
TF
1025
Tompkins Financial
New York
$265K -$3.43K -25 -1%
39 40
41
42 43