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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 %
GWM
1101
Geneos Wealth Management
Colorado
$155K +$10.1K +75 +7%
JFA
1102
JNBA Financial Advisors
Minnesota
$155K +$37.3K +273 +32%
JA
1103
JOYN Advisors
Georgia
$154K +$54K +393 +54%
AIA
1104
Arcadia Investment Advisors
Idaho
$154K – – –
LWM
1105
Lenox Wealth Management
Ohio
$151K +$58.2K +425 +63%
First Manhattan
1106
First Manhattan
New York
$149K +$1.36K +10 +0.9%
CFA
1107
Carroll Financial Associates
North Carolina
$149K +$32.4K +228 +28%
FRA
1108
Front Row Advisors
California
$147K -$10.3K -75 -7%
PAM
1109
Paradigm Asset Management
New York
$144K -$95.9K -700 -40%
AWM
1110
Aevitas Wealth Management
Massachusetts
$124K -$41K -300 -25%
CLM
1111
ClearBridge LLC (Maryland)
Maryland
$115K – – –
AIM
1112
Advantage Investment Management
Iowa
$115K +$4.38K +32 +4%
AOWM
1113
Alpha Omega Wealth Management
Virginia
$114K -$3.41K -25 -3%
CWA
1114
Clarus Wealth Advisors
Arizona
$114K +$74.7K +543 +190%
HFM
1115
Hartford Financial Management
Connecticut
$112K – – –
M
1116
Mirova
France
$111K +$111K +810 New
AF
1117
Advisornet Financial
Minnesota
$109K +$66.9K +490 +159%
KTC
1118
Kistler-Tiffany Companies
Pennsylvania
$109K +$91.8K +673 +534%
PFBT
1119
Parkside Financial Bank & Trust
Missouri
$107K +$10.6K +77 +11%
AI
1120
ArchPoint Investors
Florida
$106K – – –
KC
1121
Knuff & Co
California
$103K +$103K +755 New
WDL
1122
Well Done LLC
Michigan
$101K +$101K +741 New
CC
1123
Claybrook Capital
Massachusetts
$101K +$101K +741 New
FMII
1124
Farmers & Merchants Investments Inc
Nebraska
$99K +$2.06K +15 +2%
FPFS
1125
First Personal Financial Services
North Carolina
$98K +$6.33K +46 +7%
43 44
45
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