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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 %
PG
1226
Patten Group
Tennessee
$15K – – –
CFD
1227
Creative Financial Designs
Indiana
$15K +$4.09K +30 +38%
AIS
1228
AlphaOne Investment Services
Pennsylvania
$14K -$254K -1,905 -95%
MFBTD
1229
MB Financial Bank - Trust Department
Illinois
$14K -$28.3K -202 -67%
AAP
1230
Arax Advisory Partners
Colorado
$14K -$11.8K -84 -46%
CAL
1231
Capital Advisors Ltd
Ohio
$14K – – –
MFW
1232
Mosaic Family Wealth
Missouri
$14K – – –
LWM
1233
Liberty Wealth Management
California
$14K +$14K +105 New
WC
1234
Westwind Capital
New Mexico
$13K – – –
HI
1235
Hudock Inc
Pennsylvania
$13K – – –
HCM
1236
Hilton Capital Management
New York
$12K -$5.65K -40 -32%
MA
1237
MCF Advisors
Kentucky
$12K – – –
LFA
1238
Legacy Financial Advisors
Kentucky
$12K +$558 +4 +5%
OC
1239
Oakworth Capital
Alabama
$11K – – –
AWM
1240
Avondale Wealth Management
Texas
$11K +$11K +80 New
NCM
1241
Next Capital Management
New York
$11K +$11K +80 New
BHWM
1242
Bay Harbor Wealth Management
Maryland
$11K +$11K +82 New
PO
1243
Private Ocean
California
$10K – – –
BI
1244
Bramshill Investments
Florida
$10K – – –
IAS
1245
IMA Advisory Services
Colorado
$10K – – –
AC
1246
Avestar Capital
New York
$10K +$2.94K +27 +42%
PFC
1247
Phocas Financial Corp
California
$10K +$10K +70 New
APW
1248
Acima Private Wealth
Virginia
$10K +$10K +75 New
MPWT
1249
MassMutual Private Wealth & Trust
Connecticut
$9.59K – – –
Pacer Advisors
1250
Pacer Advisors
Pennsylvania
$9K -$6.71M -49,924 -100%
48 49
50
51 52