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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 %
MYIA
1376
Mount Yale Investment Advisors
Colorado
– -$254K -1,794 Closed
WA
1377
Waverly Advisors
Alabama
– -$276K -1,737 Closed
AAM
1378
Alphadyne Asset Management
New York
– -$272K -1,711 Closed
BWP
1379
BSW Wealth Partners
Colorado
– -$266K -1,672 Closed
IIA
1380
IPG Investment Advisors
California
– -$259K -1,630 Closed
SAM
1381
Seelaus Asset Management
New Jersey
– -$254K -1,595 Closed
WP
1382
WMS Partners
Maryland
– -$253K -1,589 Closed
BIM
1383
Bridges Investment Management
Nebraska
– -$247K -1,550 Closed
GD
1384
Grandfield & Dodd
New York
– -$230K -1,446 Closed
FCAG
1385
First Capital Advisors Group
New Jersey
– -$229K -1,442 Closed
CA
1386
Capital Advantage
California
– -$228K -1,432 Closed
PTC
1387
Petrus Trust Company
Texas
– -$226K -1,420 Closed
SIM
1388
SSI Investment Management
California
– -$226K -1,415 Closed
YIA
1389
YHB Investment Advisors
Connecticut
– -$224K -1,407 Closed
OA
1390
Opes Advisors
California
– -$223K -1,400 Closed
PWAG
1391
Polaris Wealth Advisory Group
California
– -$220K -1,382 Closed
SG
1392
Somerset Group
Minnesota
– -$216K -1,359 Closed
OCM
1393
One Capital Management
California
– -$212K -1,330 Closed
RIS
1394
Retirement Income Solutions
Michigan
– -$212K -1,330 Closed
BTW
1395
Boston Trust Walden
Massachusetts
– -$209K -1,313 Closed
JT
1396
Jump Trading
Illinois
– -$208K -1,309 Closed
BCM
1397
Bridgeway Capital Management
Texas
– -$207K -1,300 Closed
EGM
1398
Engineers Gate Manager
New York
– -$207K -1,300 Closed
WI
1399
Wintrust Investments
Illinois
– -$204K -1,285 Closed
EF
1400
Empirical Finance
Pennsylvania
– -$204K -1,283 Closed
54 55
56
57 58