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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 %
CB
1201
Community Bank
New York
$24K -$15.5K -110 -39%
MSFP
1202
Mark Sheptoff Financial Planning
Connecticut
$24K – – –
CHC
1203
City Holding Co
West Virginia
$24K – – –
PA
1204
Perennial Advisors
New York
$24K – – –
VCM
1205
Versant Capital Management
Arizona
$24K – – –
PWM
1206
PRW Wealth Management
Massachusetts
$24K +$24K +172 New
CYG
1207
Clean Yield Group
Vermont
$24K +$24K +175 New
CFA
1208
Clarfeld Financial Advisors
New York
$23K +$23K +171 New
TFA
1209
Toth Financial Advisory
Virginia
$22K – – –
FCB
1210
First Command Bank
Texas
$22K +$4.98K +36 +29%
FCFS
1211
First Command Financial Services
Texas
$22K +$4.98K +36 +29%
LFG
1212
Larson Financial Group
Missouri
$22K +$22K +161 New
NSIM
1213
North Star Investment Management
Illinois
$21K -$56.5K -420 -73%
TAIM
1214
TD Ameritrade Investment Management
Nebraska
$21K +$11K +82 +111%
ADL
1215
Asset Dedication LLC
California
$21K +$21K +150 New
ESB
1216
Essex Savings Bank
Connecticut
$21K +$21K +155 New
WAS
1217
WESPAC Advisors SoCal
California
$21K +$21K +156 New
GWS
1218
Glassman Wealth Services
Virginia
$20K +$1.1K +8 +6%
CIAS
1219
Capital Investment Advisory Services
North Carolina
$20K +$20K +144 New
MSA
1220
Marino Stram & Associates
Massachusetts
$19K -$9.84K -72 -34%
HL
1221
Harding Loevner
New Jersey
$18K – – –
M
1222
MOTCO
Texas
$18K +$3.6K +26 +25%
LPWM
1223
Lake Point Wealth Management
Texas
$18K +$18K +128 New
IIM
1224
Ipswich Investment Management
Massachusetts
$17K +$17K +125 New
AIM
1225
Arcadia Investment Management
Michigan
$15K – – –
47 48
49
50 51