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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 %
PCA
1176
Providence Capital Advisors
North Carolina
$40K – – –
CAC
1177
Certified Advisory Corp
Florida
$40K +$13.7K +100 +52%
PGWM
1178
Parisi Gray Wealth Management
New Jersey
$39K – – –
TFO
1179
Tarbox Family Office
California
$39K +$1.9K +14 +5%
CHP
1180
Cable Hill Partners
Oregon
$37K +$4.85K +35 +15%
ATC
1181
Adirondack Trust Company
New York
$36K -$2.72K -20 -7%
SFA
1182
Semmax Financial Advisors
North Carolina
$36K +$36K +262 New
APC
1183
Aspire Private Capital
North Carolina
$36K +$36K +263 New
IWA
1184
Intercontinental Wealth Advisors
Texas
$36K +$36K +265 New
WAP
1185
Wealthcare Advisory Partners
Pennsylvania
$35K -$6.78K -50 -16%
BWA
1186
BDO Wealth Advisors
Florida
$34K – – –
FCMT
1187
Founders Capital Management (Texas)
Texas
$34K +$6.8K +50 +25%
HR
1188
Howe & Rusling
New York
$33K – – –
Cohen & Steers
1189
Cohen & Steers
New York
$31K -$21K -151 -40%
PFGIA
1190
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$28K +203 New
WOC
1191
West Oak Capital
California
$27.4K – – –
OSNBOA
1192
Old Second National Bank of Aurora
Illinois
$27K – – –
BAM
1193
Barrett Asset Management
New York
$27K – – –
RAM
1194
Riggs Asset Management
Pennsylvania
$27K – – –
TVWM
1195
Tower View Wealth Management
Wisconsin
$27K – – –
BFC
1196
Bedel Financial Consulting
Indiana
$27K – – –
FNBOSM
1197
First National Bank of South Miami
Florida
$26K +$26K +169 New
BC
1198
Bartlett & Co
Ohio
$25K – – –
CA
1199
Crewe Advisors
Utah
$25K – – –
BCWM
1200
Bartlett & Co Wealth Management
Ohio
$24.7K – – –
46 47
48
49 50