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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 %
SIMG
1126
Stephens Investment Management Group
Texas
$93K – – –
AssetMark Inc
1127
AssetMark Inc
California
$93K +$40K +291 +75%
DWM
1128
Destination Wealth Management
California
$92K +$13.8K +100 +18%
WCM
1129
WealthBridge Capital Management
Ohio
$91K +$91K +665 New
MRCM
1130
M&R Capital Management
New Jersey
$89K -$233K -1,700 -72%
FIB
1131
First Interstate Bank
Montana
$89K – – –
FHA
1132
First Horizon Advisors
Tennessee
$87K – – –
WAM
1133
Watermark Asset Management
California
$85K +$14.3K +104 +20%
BCM
1134
Blume Capital Management
California
$82K – – –
EWM
1135
Endurance Wealth Management
Rhode Island
$82K +$61.5K +450 +300%
FTI
1136
Fiduciary Trust International
Massachusetts
$79K +$79K +575 New
WANY
1137
Wealthspire Advisors (New York)
New York
$75K +$75K +544 New
RFWA
1138
RPg Family Wealth Advisory
Massachusetts
$73.6K – – –
GSC
1139
G&S Capital
Colorado
$73K +$4.65K +34 +7%
CFGS
1140
Concourse Financial Group Securities
Alabama
$73K +$39.6K +292 +119%
RFA
1141
Reilly Financial Advisors
California
$72K +$5.47K +40 +8%
PVH
1142
Psagot Value Holdings
Israel
$71K -$43.5K -319 -38%
PMFA
1143
Plante Moran Financial Advisors
Michigan
$71K – – –
DSC
1144
Duncker Streett & Co
Missouri
$69K +$683 +5 +1%
CA
1145
Claro Advisors
Massachusetts
$69K +$69K +436 New
HRC
1146
Hoertkorn Richard Charles
$68K – – –
BG
1147
Bollard Group
Massachusetts
$68K +$68K +500 New
SFG
1148
SevenBridge Financial Group
Pennsylvania
$66K – – –
HDIM
1149
Hanson & Doremus Investment Management
Vermont
$62K – – –
KPCM
1150
Kings Point Capital Management
New York
$60K – – –
44 45
46
47 48