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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 %
LWA
1276
Lenox Wealth Advisors
New York
$3K – – –
SCA
1277
Stuart Chaussee & Associates
California
$3K – – –
SIAG
1278
Signet Investment Advisory Group
Rhode Island
$3K +$3K +25 New
NIM
1279
NuWave Investment Management
New Jersey
$2K -$19.5K -117 -91%
RA
1280
Rational Advisors
New York
$2K -$500 -3 -20%
LWA
1281
Lowe Wealth Advisors
Maryland
$2K – – –
TNBTD
1282
Trustmark National Bank Trust Department
Mississippi
$2K – – –
PG
1283
Proffitt & Goodson
Tennessee
$2K – – –
TCM
1284
Tradewinds Capital Management
Washington
$2K – – –
CIA
1285
CSat Investment Advisory
Michigan
$2K +$556 +5 +38%
FGC
1286
Financial Gravity Companies
Texas
$2K +$2K +10 New
CTB
1287
Country Trust Bank
Illinois
$2K +$2K +13 New
JIR
1288
James Investment Research
Ohio
$2K +$2K +15 New
AIC
1289
Archer Investment Corporation
Indiana
$2K +$2K +16 New
GT
1290
Glenmede Trust
Pennsylvania
$1.98K +$353 +2,582 +22%
Schroder Investment Management Group
1291
Schroder Investment Management Group
United Kingdom
$1.28K -$117 -855 -8%
AMCA
1292
Arthur M. Cohen & Associates
Illinois
$1.23K +$49 +360 +4%
NA
1293
NewEdge Advisors
Louisiana
$1.09K +$538 +3,931 +97%
CIR
1294
Clear Investment Research
Georgia
$1K – – –
PCFFS
1295
Pacific Center for Financial Services
California
$1K – – –
NDSI
1296
Newman Dignan & Sheerar Inc
Rhode Island
$572 +$145 +1,056 +34%
CF
1297
Centaurus Financial
California
$13 +$13 +1,720 New
MCM
1298
Melvin Capital Management
New York
– -$170M -1,070,693 Closed
Susquehanna International Group
1299
Susquehanna International Group
Pennsylvania
– -$151M -949,054 Closed
ECU
1300
Egerton Capital (UK)
United Kingdom
– -$150M -945,959 Closed
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