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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 %
LWA
1076
Lenox Wealth Advisors
New York
$16K +$13.1K +98 +445%
CWA
1077
Clarus Wealth Advisors
Arizona
$16K +$16K +141 New
MWM
1078
MinichMacGregor Wealth Management
New York
$15K – – –
AIM
1079
Arcadia Investment Management
Michigan
$15K – – –
CWM
1080
Cedar Wealth Management
California
$15K +$15K +111 New
AIM
1081
Advantage Investment Management
Iowa
$14K – – –
CAL
1082
Capital Advisors Ltd
Ohio
$14K – – –
PG
1083
Patten Group
Tennessee
$14K – – –
CCM
1084
Cribstone Capital Management
Maine
$14K – – –
NSB
1085
Norway Savings Bank
Maine
$14K – – –
BRC
1086
Bell Rock Capital
Delaware
$14K – – –
MFW
1087
Mosaic Family Wealth
Missouri
$14K +$14K +100 New
BCA
1088
Bay Colony Advisors
Massachusetts
$14K +$14K +100 New
SAM
1089
Shamrock Asset Management
Texas
$14K +$14K +100 New
IAS
1090
IMA Advisory Services
Colorado
$14K +$14K +102 New
WC
1091
Westwind Capital
New Mexico
$13K – – –
MA
1092
MUFG Americas
New York
$12K – – –
M
1093
MOTCO
Texas
$12K – – –
LFA
1094
Legacy Financial Advisors
Kentucky
$12K +$4.98K +34 +71%
CI
1095
Cowen Inc
New York
$11.7K -$4.37K -32,064 -27%
THWM
1096
Taylor Hoffman Wealth Management
Virginia
$11K – – –
OC
1097
Oakworth Capital
Alabama
$11K – – –
CT
1098
Clearstead Trust
Maine
$11K +$11K +80 New
HCM
1099
Hilton Capital Management
New York
$11K +$11K +80 New
FCFS
1100
First Command Financial Services
Texas
$10K -$1.14K -8 -10%
42 43
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