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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 %
VFPI
1026
Vantage Financial Partners (Illinois)
Illinois
$260K +$260K +1,900 New
TC
1027
TownSquare Capital
Utah
$259K +$259K +1,629 New
CMBA
1028
C.M. Bidwell & Associates
Hawaii
$258K +$2.05K +15 +0.8%
CCM
1029
Community Capital Management
Florida
$258K +$258K +1,884 New
FUBT
1030
First United Bank & Trust
Maryland
$258K +$258K +1,885 New
ACS
1031
Archford Capital Strategies
Illinois
$256K +$212K +1,550 +483%
FMTC
1032
Farmers & Merchants Trust Company
California
$256K +$256K +1,870 New
HR
1033
Hayden Royal
North Carolina
$249K +$249K +1,817 New
EWA
1034
EP Wealth Advisors
California
$248K -$30.8K -225 -11%
MFW
1035
Meristem Family Wealth
Minnesota
$248K +$3.42K +25 +1%
ECM
1036
Evergreen Capital Management
Washington
$248K +$32.5K +238 +15%
FHC
1037
First Heartland Consultants
Missouri
$247K -$42.9K -313 -15%
CWM
1038
Chesapeake Wealth Management
Virginia
$247K +$247K +1,800 New
FFG
1039
Frisch Financial Group
New York
$246K +$246K +1,794 New
FANJ
1040
Financial Architects (New Jersey)
New Jersey
$243K +$143K +1,041 +142%
RMCM
1041
Reynders McVeigh Capital Management
Massachusetts
$242K +$242K +1,766 New
GFS
1042
GYL Financial Synergies
Connecticut
$242K +$242K +1,769 New
CGL
1043
Clarius Group LLC
Washington
$239K +$239K +1,747 New
KIA
1044
Kopp Investment Advisors
Minnesota
$236K +$36.6K +267 +18%
OIA
1045
Optimum Investment Advisors
Illinois
$234K -$61.8K -450 -21%
NF
1046
Nikulski Financial
Iowa
$234K +$34.3K +250 +17%
VWM
1047
Venturi Wealth Management
Texas
$234K +$234K +1,796 New
CS
1048
Comerica Securities
Michigan
$233K +$22.3K +163 +11%
CBA
1049
Coastal Bridge Advisors
Connecticut
$233K +$48K +350 +26%
QCG
1050
Quadrant Capital Group
Ohio
$233K +$59.9K +462 +35%
40 41
42
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