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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
$2.17B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$12.2B
3
Vanguard Group
Vanguard Group
Pennsylvania
$7.1B
4
BlackRock
BlackRock
New York
$6.09B
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$499M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.04B
2
PC
PointState Capital
New York
$3.72M
3
Sands Capital Management
Sands Capital Management
Virginia
$1.3B
4
TCM
Tybourne Capital Management
Hong Kong
$309M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCB
1101
First Command Bank
Texas
$10K – – –
PO
1102
Private Ocean
California
$10K – – –
C
1103
Cerebellum
California
$9K -$177K -1,276 -95%
MCM
1104
MV Capital Management
Maryland
$8K – – –
LGWM
1105
Litman Gregory Wealth Management
California
$8K – – –
PK
1106
Pflug Koory
Nebraska
$8K – – –
MPWT
1107
MassMutual Private Wealth & Trust
Connecticut
$7.5K -$17.3K -127 -70%
WF
1108
WealthTrust Fairport
Ohio
$7K -$48.2K -365 -87%
CJA
1109
C-J Advisory
California
$7K -$2.42K -18 -26%
VIA
1110
Vantage Investment Advisors
Pennsylvania
$7K – – –
WA
1111
WealthTrust-Arizona
Arizona
$7K – – –
OGC
1112
Oak Grove Capital
New Hampshire
$7K – – –
TAIM
1113
TD Ameritrade Investment Management
Nebraska
$7K +$7K +53 New
WOC
1114
West Oak Capital
California
$6.82K – – –
CFC
1115
Coyle Financial Counsel
Illinois
$6K +$6K +41 New
AIM
1116
Anchor Investment Management
South Carolina
$5.73K – – –
MFBTD
1117
MB Financial Bank - Trust Department
Illinois
$5K – – –
AC
1118
Avestar Capital
New York
$5K +$2.85K +33 +132%
PSC
1119
Prentiss Smith & Co
Vermont
$5K +$5K +35 New
AWM
1120
AllSquare Wealth Management
New York
$5K +$5K +40 New
RBC
1121
Roble Belko & Company
Pennsylvania
$4K – – –
RFM
1122
Royal Fund Management
Florida
$4K +$2.67K +20 +200%
KL
1123
KWMG LLC
Kansas
$4K +$4K +29 New
SCA
1124
Stuart Chaussee & Associates
California
$3K – – –
LFG
1125
LifePlan Financial Group
Ohio
$3K +$3K +23 New
43 44
45
46 47