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Salesforce
CRM

Overview Fund Activity

1,215 hedge funds and large institutions have $101B invested in Salesforce in 2018 Q3 according to their latest regulatory filings, with 148 funds opening new positions, 495 increasing their positions, 412 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+75
Holders Change %
+6.58%
% of All Funds
27.82%
Holding in Top 10
86
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.86%
% of All Funds
1.97%
New
148
Increased
495
Reduced
412
Closed
64
Calls
$1.38B
Puts
$2.1B
Net Calls
-$717M
Net Calls Change
-$640M

Top Buyers

1
State Street
State Street
Massachusetts
$4.59B
2
Vanguard Group
Vanguard Group
Pennsylvania
$8.66B
3
BlackRock
BlackRock
New York
$7.47B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$766M
5
Viking Global Investors
Viking Global Investors
Connecticut
$347M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.75B
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$1.97B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.73B
4
ECU
Egerton Capital (UK)
United Kingdom
$150M
5
GIM
Generation Investment Management
United Kingdom
$96.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
1201
CSat Investment Advisory
Michigan
$2K -$154 -1 -7%
PCFFS
1202
Pacific Center for Financial Services
California
$2K – – –
TCM
1203
Tradewinds Capital Management
Washington
$2K – – –
OTC
1204
Opera Trading Capital
France
$2K – – –
BA
1205
Ballew Advisors
Mississippi
$2K +$2K +12 New
TNBTD
1206
Trustmark National Bank Trust Department
Mississippi
$2K +$2K +15 New
AMCA
1207
Arthur M. Cohen & Associates
Illinois
$1.37K +$59 +370 +5%
HH
1208
HWG Holdings
Texas
$1K -$2.12M -14,854 -100%
FGAM
1209
Financial Gravity Asset Management
Texas
$1K -$100 -1 -9%
GWA
1210
Guidant Wealth Advisors
Illinois
$1K – – –
Financial Engines Advisors
1211
Financial Engines Advisors
California
$1K – – –
TC
1212
Trilogy Capital
California
$1K – – –
OWA
1213
One Wealth Advisors
California
$1K – – –
CIR
1214
Clear Investment Research
Georgia
$1K +$1K +5 New
FRA
1215
Front Row Advisors
California
$153 -$69 -517 -31%
Assenagon Asset Management
1216
Assenagon Asset Management
Luxembourg
– -$60.8M -445,805 Closed
Alyeska Investment Group
1217
Alyeska Investment Group
Illinois
– -$52.8M -387,101 Closed
CM
1218
Corvex Management
New York
– -$35.5M -260,500 Closed
KSCM
1219
Key Square Capital Management
Connecticut
– -$24.8M -181,544 Closed
LCM
1220
Laurion Capital Management
New York
– -$15.7M -115,095 Closed
CHP
1221
Castle Hook Partners
New York
– -$15.5M -113,670 Closed
NM
1222
Nokota Management
New York
– -$10.4M -76,250 Closed
SCM
1223
Stevens Capital Management
Pennsylvania
– -$9.57M -70,152 Closed
NC
1224
Numen Capital
United Kingdom
– -$7.64M -56,000 Closed
WCP
1225
Welch Capital Partners
New York
– -$7.11M -52,110 Closed
47 48
49
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