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Salesforce
CRM

Overview Fund Activity

1,410 hedge funds and large institutions have $102B invested in Salesforce in 2019 Q1 according to their latest regulatory filings, with 210 funds opening new positions, 640 increasing their positions, 407 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
+112
Holders Change %
+8.63%
% of All Funds
30.57%
Holding in Top 10
101
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
2.19%
New
210
Increased
640
Reduced
407
Closed
81
Calls
$1.45B
Puts
$1.8B
Net Calls
-$350M
Net Calls Change
-$72.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$379M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$305M
3
Citadel Advisors
Citadel Advisors
Florida
+$218M
4
State Street
State Street
Massachusetts
+$218M
5
LPC
Lone Pine Capital
Connecticut
+$206M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$709M
2
Morgan Stanley
Morgan Stanley
New York
-$467M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$379M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$321M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$317M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
1351
Clearstead Trust
Maine
$22K +$11K +68 +100%
MPWT
1352
MassMutual Private Wealth & Trust
Connecticut
$21.5K +$10.5K +66 +94%
HL
1353
Harding Loevner
New Jersey
$21K – – –
WCG
1354
Weaver Consulting Group
California
$21K +$21K +138 New
CFD
1355
Creative Financial Designs
Indiana
$17K – – –
LWM
1356
Liberty Wealth Management
California
$17K +$1.06K +7 +7%
EI
1357
Ellevest Inc
New York
$17K +$7.56K +48 +80%
MFBTD
1358
MB Financial Bank - Trust Department
Illinois
$16K – – –
CAL
1359
Capital Advisors Ltd
Ohio
$16K – – –
POIA
1360
Pin Oak Investment Advisors
Texas
$16K +$16K +102 New
WC
1361
Westwind Capital
New Mexico
$15K – – –
ME
1362
McIlrath & Eck
Washington
$15K +$5.1K +33 +52%
SWP
1363
Strategic Wealth Partners
Ohio
$15K +$8.15K +50 +119%
NCM
1364
Next Capital Management
New York
$13K – – –
HCM
1365
Hilton Capital Management
New York
$13K – – –
MA
1366
MCF Advisors
Kentucky
$13K – – –
BHWM
1367
Bay Harbor Wealth Management
Maryland
$13K – – –
PO
1368
Private Ocean
California
$12K – – –
TFS
1369
TrustCore Financial Services
Tennessee
$12K +$12K +73 New
SAM
1370
Strategy Asset Managers
California
$11K -$2.73M -17,848 -100%
AIC
1371
Ameritas Investment Company
Nebraska
$10K -$485K -3,153 -98%
BAM
1372
Bruderman Asset Management
New York
$10K – – –
MCM
1373
MV Capital Management
Maryland
$10K – – –
PK
1374
Pflug Koory
Nebraska
$10K – – –
IRC
1375
Investors Research Corp
Georgia
$10K +$10K +66 New
53 54
55
56 57