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Salesforce
CRM

Overview Fund Activity

1,140 hedge funds and large institutions have $86.5B invested in Salesforce in 2018 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 515 increasing their positions, 323 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,140
Holders Change
+68
Holders Change %
+6.34%
% of All Funds
26.13%
Holding in Top 10
79
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+25.4%
% of All Funds
1.81%
New
147
Increased
515
Reduced
323
Closed
71
Calls
$1.47B
Puts
$1.55B
Net Calls
-$76.7M
Net Calls Change
+$8.98M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.16B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$418M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$336M
4
BlackRock
BlackRock
New York
+$302M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$251M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$903M
2
PC
PointState Capital
New York
-$404M
3
Sands Capital Management
Sands Capital Management
Virginia
-$337M
4
TCM
Tybourne Capital Management
Hong Kong
-$308M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCTC
1026
Perkins Coie Trust Company
Washington
$44K – – –
ACS
1027
Archford Capital Strategies
Illinois
$44K +$12.9K +94 +41%
AAP
1028
Arax Advisory Partners
Colorado
$44K +$23.1K +172 +110%
JG
1029
Jefferies Group
New York
$43K -$24.2M -177,478 -100%
PCP
1030
Proficio Capital Partners
Massachusetts
$42K -$272 -2 -0.6%
WAP
1031
Wealthcare Advisory Partners
Pennsylvania
$42K +$8.59K +63 +26%
PGWM
1032
Parisi Gray Wealth Management
New Jersey
$41K – – –
PCA
1033
Providence Capital Advisors
North Carolina
$40K – – –
RA
1034
Rational Advisors
New York
$39K -$6.75K -50 -15%
CB
1035
Community Bank
New York
$39K – – –
TG
1036
TLP Group
Illinois
$38K -$111K -822 -75%
TFO
1037
Tarbox Family Office
California
$37K +$678 +5 +2%
ATC
1038
Adirondack Trust Company
New York
$37K +$2.06K +15 +6%
ACA
1039
Atlas Capital Advisors
Wyoming
$35.1K – – –
LJHT
1040
Laurie J. Hall Trustee
$34K – – –
BWA
1041
BDO Wealth Advisors
Florida
$34K +$34K +250 New
ECM
1042
Exchange Capital Management
Michigan
$34K +$34K +250 New
PFO
1043
Pathstone Family Office
New Jersey
$33K -$24.9K -181 -43%
CHP
1044
Cable Hill Partners
Oregon
$33K +$3.64K +27 +12%
AIS
1045
AlphaOne Investment Services
Pennsylvania
$32K -$631K -4,671 -95%
LA
1046
Legacy Advisors
Pennsylvania
$31K – – –
MUS
1047
Mitsubishi UFJ Securities
Japan
$31K +$31K +230 New
PW
1048
Price Wealth
Texas
$30K +$13.6K +100 +83%
ANBT
1049
American National Bank & Trust
Texas
$29K – – –
MSA
1050
Marino Stram & Associates
Massachusetts
$29K +$29K +211 New
40 41
42
43 44