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Salesforce
CRM

Overview Fund Activity

1,072 hedge funds and large institutions have $73.3B invested in Salesforce in 2018 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 428 increasing their positions, 343 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+73
Holders Change %
+7.31%
% of All Funds
24.6%
Holding in Top 10
63
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+23.53%
% of All Funds
1.45%
New
160
Increased
428
Reduced
343
Closed
77
Calls
$1.59B
Puts
$1.67B
Net Calls
-$85.6M
Net Calls Change
+$116M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.1B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$857M
3
BlackRock
3
BlackRock
New York
$4.94B
4
UBS AM
4
UBS AM
Illinois
$633M
5
Tiger Global Management
5
Tiger Global Management
New York
$263M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.07B
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$74.1M
4
State Street
4
State Street
Massachusetts
$2.88B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
OGC
1051
Oak Grove Capital
New Hampshire
$6K +$6K +50 New
WOC
1052
West Oak Capital
California
$5.82K +$5.82K +50 New
CIA
1053
Covington Investment Advisors
Pennsylvania
$5.23K +$117 +1,005 +2%
LFA
1054
Legacy Financial Advisors
Kentucky
$5K – – –
AIM
1055
Anchor Investment Management
South Carolina
$4.89K – – –
MFBTD
1056
MB Financial Bank - Trust Department
Illinois
$4K +$4K +35 New
SLF
1057
Sun Life Financial
Ontario, Canada
$3.13K -$9.8K -1,140 -76%
LWA
1058
Lenox Wealth Advisors
New York
$3K -$71.3K -523 -96%
RBC
1059
Roble Belko & Company
Pennsylvania
$3K – – –
AC
1060
Avestar Capital
New York
$3K +$960 +8 +47%
SP
1061
SWS Partners
Ohio
$2K – – –
TCM
1062
Tradewinds Capital Management
Washington
$2K – – –
SFM
1063
Signet Financial Management
New Jersey
$2K +$2K +17 New
SCA
1064
Stuart Chaussee & Associates
California
$2K +$2K +19 New
PCFFS
1065
Pacific Center for Financial Services
California
$1K – – –
RFM
1066
Royal Fund Management
Florida
$1K – – –
AWM
1067
Aevitas Wealth Management
Massachusetts
$1K – – –
FGC
1068
Financial Gravity Companies
Texas
$1K +$100 +1 +11%
FGAM
1069
Financial Gravity Asset Management
Texas
$1K +$1K +10 New
MIM
1070
Macroview Investment Management
Maryland
$1K +$1K +12 New
AFNAS
1071
American Financial Network Advisory Services
California
$714 -$73.3K -9,851 -99%
OTC
1072
Opera Trading Capital
France
$1 -$4 -44 -81%
LPC
1073
Lone Pine Capital
Connecticut
– -$497M -4,864,570 Closed
CCM
1074
Criterion Capital Management
California
– -$75M -733,196 Closed
Holocene Advisors
1075
Holocene Advisors
New York
– -$61.4M -600,222 Closed
41 42
43
44 45