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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 %
PCP
1151
Proficio Capital Partners
Massachusetts
$60K +$16.5K +120 +38%
BWP
1152
Baldwin Wealth Partners
Massachusetts
$56K -$27.2K -200 -33%
RIM
1153
Ranger Investment Management
Texas
$56K -$21.9K -161 -28%
PCIA
1154
Prime Capital Investment Advisors
Kansas
$55K -$2.57M -18,700 -98%
SIAP
1155
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$54K +$54K +400 New
BDWM
1156
Brewin Dolphin Wealth Management
Ireland
$52.7K – – –
MCM
1157
Manchester Capital Management
Vermont
$52K – – –
SIM
1158
Sonora Investment Management
Arizona
$52K +$5.93K +43 +13%
FPS
1159
Fieldpoint Private Securities
Connecticut
$50K – – –
SMFS
1160
Squar Milner Financial Services
California
$49K – – –
IFAM
1161
Institutional & Family Asset Management
Colorado
$49K – – –
Lazard Asset Management
1162
Lazard Asset Management
New York
$49K – – –
NS
1163
NewDay Solutions
New Hampshire
$49K +$49K +360 New
AIA
1164
Alera Investment Advisors
Illinois
$49K +$49K +361 New
WPA
1165
West Paces Advisors
Georgia
$48.5K – – –
WTB
1166
Washington Trust Bank
Washington
$47K – – –
EARNEST Partners
1167
EARNEST Partners
Georgia
$46K – – –
RCG
1168
Ruggie Capital Group
Florida
$45K +$45K +325 New
OIA
1169
OneDigital Investment Advisors
Kansas
$45K +$45K +328 New
PCTC
1170
Perkins Coie Trust Company
Washington
$44K – – –
RMC
1171
Resources Management Corp
Connecticut
$41K – – –
LJHT
1172
Laurie J. Hall Trustee
$41K – – –
MA
1173
MUFG Americas
New York
$41K +$3.96K +29 +11%
EFSCE
1174
Enterprise Financial Services Corp (EFSC)
Missouri
$41K +$8.17K +60 +25%
DWM
1175
Doyle Wealth Management
Florida
$41K +$41K +300 New
45 46
47
48 49