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Salesforce
CRM

Overview Fund Activity

1,215 hedge funds and large institutions have $101B invested in Salesforce in 2018 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+75
Holders Change %
+6.58%
% of All Funds
27.82%
Holding in Top 10
86
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.86%
% of All Funds
1.97%
New
148
Increased
495
Reduced
412
Closed
64
Calls
$1.38B
Puts
$2.1B
Net Calls
-$717M
Net Calls Change
-$640M

Top Buyers

1
State Street
State Street
Massachusetts
+$439M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$381M
3
BlackRock
BlackRock
New York
+$365M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$184M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$162M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.13B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$201M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$172M
4
ECU
Egerton Capital (UK)
United Kingdom
-$172M
5
GIM
Generation Investment Management
United Kingdom
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
1076
Reilly Financial Advisors
California
$77K – – –
SFG
1077
SevenBridge Financial Group
Pennsylvania
$77K – – –
HDIM
1078
Hanson & Doremus Investment Management
Vermont
$72K – – –
KPCM
1079
Kings Point Capital Management
New York
$70K – – –
VIA
1080
Vantage Investment Advisors
Pennsylvania
$67K +$59K +370 +740%
BDWM
1081
Brewin Dolphin Wealth Management
Ireland
$61.2K – – –
MCM
1082
Manchester Capital Management
Vermont
$61K – – –
AssetMark Inc
1083
AssetMark Inc
California
$61K +$9.48K +60 +18%
BWM
1084
Baystate Wealth Management
Massachusetts
$61K +$41.2K +300 +208%
Cohen & Steers
1085
Cohen & Steers
New York
$59K -$5.21K -33 -8%
FPS
1086
Fieldpoint Private Securities
Connecticut
$59K +$59K +368 New
IFAM
1087
Institutional & Family Asset Management
Colorado
$57K – – –
SMFS
1088
Squar Milner Financial Services
California
$57K – – –
Lazard Asset Management
1089
Lazard Asset Management
New York
$57K +$1.58K +10 +3%
WPA
1090
West Paces Advisors
Georgia
$56.3K – – –
WTB
1091
Washington Trust Bank
Washington
$55K -$65.8K -413 -54%
EARNEST Partners
1092
EARNEST Partners
Georgia
$54K – – –
SIM
1093
Sonora Investment Management
Arizona
$53K – – –
ACS
1094
Archford Capital Strategies
Illinois
$51K – – –
PCTC
1095
Perkins Coie Trust Company
Washington
$51K – – –
SMG
1096
Spectrum Management Group
Indiana
$51K +$51K +318 New
PCP
1097
Proficio Capital Partners
Massachusetts
$50K +$1.11K +7 +2%
AF
1098
Advisornet Financial
Minnesota
$49K -$10.3K -65 -17%
WAP
1099
Wealthcare Advisory Partners
Pennsylvania
$49K – – –
MFBTD
1100
MB Financial Bank - Trust Department
Illinois
$48K +$42.4K +267 +763%
42 43
44
45 46