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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 %
SIAS
1076
Shine Investment Advisory Services
Colorado
$211K -$23.2K -170 -10%
PFA
1077
Pathway Financial Advisors
Vermont
$210K – – –
PWPS
1078
Pinnacle Wealth Planning Services
Ohio
$206K +$6.72K +49 +3%
EWA
1079
Evolution Wealth Advisors
Florida
$206K +$206K +1,501 New
NME
1080
Notis-McConarty Edward
$205K +$205K +1,500 New
BWM
1081
Baystate Wealth Management
Massachusetts
$204K +$136K +893 +201%
AFM
1082
Andesa Financial Management
Pennsylvania
$204K +$204K +1,498 New
1IA
1083
1834 Investment Advisors
Wisconsin
$199K +$199K +1,450 New
PCG
1084
Private Capital Group
Connecticut
$198K +$35.2K +257 +22%
Carson Wealth (CWM LLC)
1085
Carson Wealth (CWM LLC)
Nebraska
$193K +$32K +233 +20%
MS
1086
Mizuho Securities
Japan
$188K +$188K +1,370 New
WIM
1087
Westside Investment Management
California
$179K – – –
C
1088
Cerebellum
California
$177K +$177K +1,290 New
LC
1089
Lindbrook Capital
California
$177K +$177K +1,296 New
BBHC
1090
Brown Brothers Harriman & Co
New York
$176K +$45K +328 +34%
LNB
1091
Ledyard National Bank
$173K -$3.42K -25 -2%
TWA
1092
TCI Wealth Advisors
Arizona
$171K +$2.33K +17 +1%
BWL
1093
Bogart Wealth LLC
Virginia
$171K +$171K +1,255 New
YWP
1094
YorkBridge Wealth Partners
New York
$167K +$54.8K +400 +49%
PAMU
1095
Pictet Asset Management (UK)
United Kingdom
$167K -$31.8K -231,911 -16%
SBL
1096
Sargent Bickham Lagudis
Colorado
$165K +$12.7K +93 +8%
PCA
1097
Peddock Capital Advisors
Massachusetts
$164K -$24.1K -176 -13%
ER
1098
Enlightenment Research
Florida
$164K +$164K +1,200 New
AAMU
1099
Amundi Asset Management US
Massachusetts
$164K +$46.4K +338,943 +40%
TL
1100
TrueWealth LLC
Georgia
$161K +$41.2K +300 +34%
42 43
44
45 46