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Salesforce
CRM

Overview Fund Activity

1,072 hedge funds and large institutions have $73.3B invested in Salesforce in 2018 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 428 increasing their positions, 343 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,072
Holders Change
+73
Holders Change %
+7.31%
% of All Funds
24.6%
Holding in Top 10
63
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+23.53%
% of All Funds
1.45%
New
160
Increased
428
Reduced
343
Closed
77
Calls
$1.59B
Puts
$1.67B
Net Calls
-$85.6M
Net Calls Change
+$116M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$10.1B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$857M
3
BlackRock
3
BlackRock
New York
$4.94B
4
UBS AM
4
UBS AM
Illinois
$633M
5
Tiger Global Management
5
Tiger Global Management
New York
$263M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$5.07B
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$74.1M
4
State Street
4
State Street
Massachusetts
$2.88B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCMT
1126
Moon Capital Management (Tennessee)
Tennessee
– -$204K -2,000 Closed
KJHP
1127
K.J. Harrison & Partners
Ontario, Canada
– -$204K -2,000 Closed
NA
1128
NewEdge Advisors
Louisiana
– -$201K -1,843 Closed
TRCT
1129
Tower Research Capital (TRC)
New York
– -$128K -1,252 Closed
MUS
1130
Mitsubishi UFJ Securities
Japan
– -$111K -1,090 Closed
DCM
1131
Delpha Capital Management
New York
– -$68K -662 Closed
BL
1132
Balentine LLC
Georgia
– -$53K -520 Closed
CA
1133
Calton & Associates
Florida
– -$55K -492 Closed
TI
1134
Turner Investments
Pennsylvania
– -$50K -490 Closed
SPI
1135
Santori & Peters Inc
Pennsylvania
– -$51K -480 Closed
MIC
1136
MU Investments Company
Japan
– -$39K -380 Closed
GF
1137
Goodman Financial
Texas
– -$37K -358 Closed
NC
1138
NewSquare Capital
Pennsylvania
– -$36K -350 Closed
FPS
1139
Fieldpoint Private Securities
Connecticut
– -$20K -200 Closed
WA
1140
Winfield Associates
Ohio
– -$21K -189 Closed
VCM
1141
Vigilant Capital Management
Maine
– -$18K -176 Closed
SCA
1142
Sander Capital Advisors
Washington
– -$15K -150 Closed
SQA
1143
Simon Quick Advisors
New Jersey
– -$16K -139 Closed
OFW
1144
Omnia Family Wealth
Florida
– -$10K -100 Closed
KJWM
1145
Kiley Juergens Wealth Management
Washington
– -$8K -80 Closed
TSW
1146
Thompson Siegel & Walmsley
Virginia
– -$6K -56 Closed
PWM
1147
Paulson Wealth Management
Illinois
– -$4K -37 Closed
ST
1148
Sageworth Trust
Pennsylvania
– -$2K -20 Closed
PHK
1149
Point72 Hong Kong
Hong Kong
– -$2K -18 Closed
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