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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
$4.59B
2
Vanguard Group
Vanguard Group
Pennsylvania
$8.66B
3
BlackRock
BlackRock
New York
$7.47B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$766M
5
Viking Global Investors
Viking Global Investors
Connecticut
$347M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.75B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.97B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.73B
4
ECU
Egerton Capital (UK)
United Kingdom
$150M
5
GIM
Generation Investment Management
United Kingdom
$96.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMC
1101
Resources Management Corp
Connecticut
$47K +$47K +300 New
PGWM
1102
Parisi Gray Wealth Management
New Jersey
$46K – – –
PCA
1103
Providence Capital Advisors
North Carolina
$46K – – –
ATC
1104
Adirondack Trust Company
New York
$45K +$2.37K +15 +6%
CWA
1105
Clarus Wealth Advisors
Arizona
$45K +$22.8K +145 +103%
SAM
1106
Shamrock Asset Management
Texas
$45K +$28.9K +180 +180%
CB
1107
Community Bank
New York
$44K – – –
LA
1108
Legacy Advisors
Pennsylvania
$44K +$7.89K +50 +22%
VEA
1109
Virtus ETF Advisers
New York
$44K +$44K +277 New
TFO
1110
Tarbox Family Office
California
$43K – – –
MA
1111
MUFG Americas
New York
$43K +$29.5K +186 +219%
BWA
1112
BDO Wealth Advisors
Florida
$40K – – –
LJHT
1113
Laurie J. Hall Trustee
$40K – – –
CFGS
1114
Concourse Financial Group Securities
Alabama
$39K +$39K +246 New
ACA
1115
Atlas Capital Advisors
Wyoming
$38K – – –
EFSCE
1116
Enterprise Financial Services Corp (EFSC)
Missouri
$38K +$7.88K +50 +26%
HR
1117
Howe & Rusling
New York
$38K +$38K +242 New
MUS
1118
Mitsubishi UFJ Securities
Japan
$37K – – –
CHP
1119
Cable Hill Partners
Oregon
$36K -$2.02K -13 -5%
ANBT
1120
American National Bank & Trust
Texas
$34K – – –
MSA
1121
Marino Stram & Associates
Massachusetts
$34K – – –
FCMT
1122
Founders Capital Management (Texas)
Texas
$32K – – –
OSNBOA
1123
Old Second National Bank of Aurora
Illinois
$32K – – –
BAM
1124
Barrett Asset Management
New York
$32K – – –
TVWM
1125
Tower View Wealth Management
Wisconsin
$32K +$32K +200 New
43 44
45
46 47