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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 %
FCMT
1051
Founders Capital Management (Texas)
Texas
$27K – – –
RAM
1052
Riggs Asset Management
Pennsylvania
$27K – – –
BAM
1053
Barrett Asset Management
New York
$27K – – –
OSNBOA
1054
Old Second National Bank of Aurora
Illinois
$27K +$27K +200 New
EFSCE
1055
Enterprise Financial Services Corp (EFSC)
Missouri
$26K -$953 -7 -4%
CAC
1056
Certified Advisory Corp
Florida
$26K – – –
BC
1057
Bartlett & Co
Ohio
$25K – – –
CA
1058
Crewe Advisors
Utah
$25K +$25K +180 New
BCWM
1059
Bartlett & Co Wealth Management
Ohio
$24.6K – – –
CHC
1060
City Holding Co
West Virginia
$24K – – –
MSFP
1061
Mark Sheptoff Financial Planning
Connecticut
$24K – – –
PA
1062
Perennial Advisors
New York
$24K – – –
VCM
1063
Versant Capital Management
Arizona
$24K +$3.45K +26 +17%
AWM
1064
Avior Wealth Management
Nebraska
$23K -$1.65K -12 -7%
TFA
1065
Toth Financial Advisory
Virginia
$22K – – –
CGI
1066
CI Global Investments
California
$22K +$2.75K +20 +14%
BWM
1067
Baystate Wealth Management
Massachusetts
$21K +$7.29K +50 +53%
LF
1068
Lee Financial
Texas
$20K +$979 +7 +5%
GRP
1069
Global Retirement Partners
California
$20K +$13.2K +98 +196%
ADL
1070
Asset Dedication LLC
California
$19K – – –
GWS
1071
Glassman Wealth Services
Virginia
$19K +$2.36K +17 +14%
HL
1072
Harding Loevner
New Jersey
$18K – – –
KTC
1073
Kistler-Tiffany Companies
Pennsylvania
$17K -$5.8K -43 -25%
RIM
1074
Ranger Investment Management
Texas
$17K – – –
KJWM
1075
Kiley Juergens Wealth Management
Washington
$17K +$17K +130 New
41 42
43
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