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Salesforce
CRM

Overview Fund Activity

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$379M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$305M
3
Citadel Advisors
Citadel Advisors
Florida
+$218M
4
State Street
State Street
Massachusetts
+$218M
5
LPC
Lone Pine Capital
Connecticut
+$206M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
2
Morgan Stanley
Morgan Stanley
New York
-$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$379M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$321M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
1101
North American Management
Massachusetts
$324K – – –
JFA
1102
JNBA Financial Advisors
Minnesota
$319K +$140K +881 +78%
FFA
1103
First Foundation Advisors
California
$318K -$724K -4,572 -69%
SWA
1104
Sutton Wealth Advisors
Florida
$317K +$3.64K +23 +1%
LC
1105
Lourd Capital
California
$317K -$78.4K -495 -20%
AC
1106
Alley Company
Illinois
$317K – – –
BSG
1107
Black Swift Group
Colorado
$317K +$317K +2,000 New
IUHSA
1108
Itau Unibanco Holding S.A.
Brazil
$313K – – –
AAM
1109
American Asset Management
Florida
$312K – – –
PCG
1110
Private Capital Group
Connecticut
$309K +$79.6K +502 +35%
TF
1111
Tompkins Financial
New York
$306K – – –
PB
1112
Pinnacle Bancorp
Nebraska
$305K -$15.8K -100 -5%
OMC
1113
Old Mission Capital
Illinois
$301K +$301K +1,900 New
CCM
1114
Community Capital Management
Florida
$298K – – –
ACS
1115
Archford Capital Strategies
Illinois
$296K – – –
FMTC
1116
Farmers & Merchants Trust Company
California
$296K – – –
ECM
1117
Evergreen Capital Management
Washington
$293K +$5.7K +36 +2%
DWT
1118
Dorsey & Whitney Trust
South Dakota
$293K +$33.2K +209 +13%
CMBA
1119
C.M. Bidwell & Associates
Hawaii
$291K -$7.93K -50 -3%
ACM
1120
Aviance Capital Management
Florida
$290K -$25.5K -161 -8%
NERM
1121
New England Research & Management
Illinois
$289K +$289K +1,825 New
BCCM
1122
Bridge Creek Capital Management
Massachusetts
$288K +$19.5K +123 +7%
MFW
1123
Meristem Family Wealth
Minnesota
$287K – – –
SBSB
1124
Sullivan, Bruyette, Speros & Blaney
Virginia
$286K +$286K +1,803 New
AFM
1125
Abbot Financial Management
Massachusetts
$285K +$23.8K +150 +9%
43 44
45
46 47