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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 %
SFM
1126
Signet Financial Management
New Jersey
$2K – – –
TCM
1127
Tradewinds Capital Management
Washington
$2K – – –
FGAM
1128
Financial Gravity Asset Management
Texas
$2K +$182 +1 +10%
CIA
1129
CSat Investment Advisory
Michigan
$2K +$2K +14 New
ME
1130
McIlrath & Eck
Washington
$1K -$4.89K -44 -83%
PCFFS
1131
Pacific Center for Financial Services
California
$1K – – –
OTC
1132
Opera Trading Capital
France
$1K – – –
OWA
1133
One Wealth Advisors
California
$1K +$1K +5 New
TC
1134
Trilogy Capital
California
$1K +$1K +5 New
Financial Engines Advisors
1135
Financial Engines Advisors
California
$1K +$1K +7 New
GWA
1136
Guidant Wealth Advisors
Illinois
$1K +$1K +10 New
PMG
1137
ProVise Management Group
Florida
$840 +$55 +400 +7%
AFNAS
1138
American Financial Network Advisory Services
California
$793 -$92 -10 -10%
NDSI
1139
Newman Dignan & Sheerar Inc
Rhode Island
$356 +$356 +2,607 New
FRA
1140
Front Row Advisors
California
$248 +$2 +13 +0.8%
NA
1141
NewEdge Advisors
Louisiana
$244 +$244 +1,737 New
CLM
1142
ClearBridge LLC (Maryland)
Maryland
$121 +$7 +49 +6%
WAM
1143
Weiss Asset Management
Massachusetts
– -$83.8M -720,248 Closed
BTP
1144
Bloom Tree Partners
New York
– -$38.1M -327,537 Closed
Squarepoint
1145
Squarepoint
New York
– -$22M -188,984 Closed
QC
1146
Quadrature Capital
United Kingdom
– -$18.4M -158,463 Closed
ECM
1147
Element Capital Management
New York
– -$15.4M -132,000 Closed
FHAM
1148
Folger Hill Asset Management
New York
– -$14.5M -125,000 Closed
ARTA
1149
A.R.T. Advisors
New York
– -$13.1M -112,310 Closed
BIM
1150
Bogle Investment Management
Massachusetts
– -$13M -112,045 Closed
44 45
46
47 48