CRM icon

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 %
Capstone Investment Advisors
1401
Capstone Investment Advisors
New York
– -$202K -1,272 Closed
UCMOK
1402
United Capital Management of KS
Kansas
– -$193K -1,265 Closed
NIT
1403
NumerixS Investment Technologies
British Columbia, Canada
– -$193K -1,200 Closed
IWP
1404
Icon Wealth Partners
Texas
– -$125K -787 Closed
WSTAM
1405
Wilbanks Smith & Thomas Asset Management
Virginia
– -$119K -747 Closed
FL
1406
Fort LP
Maryland
– -$112K -707 Closed
CPIG
1407
Chicago Partners Investment Group
Illinois
– -$92K -703 Closed
GP
1408
Girard Partners
Pennsylvania
– -$99K -624 Closed
SMG
1409
Spectrum Management Group
Indiana
– -$51K -318 Closed
SAM
1410
Shamrock Asset Management
Texas
– -$45K -280 Closed
LA
1411
Legacy Advisors
Pennsylvania
– -$44K -279 Closed
VEA
1412
Virtus ETF Advisers
New York
– -$44K -277 Closed
ACA
1413
Atlas Capital Advisors
Wyoming
– -$38K -239 Closed
MUS
1414
Mitsubishi UFJ Securities
Japan
– -$37K -230 Closed
ANBT
1415
American National Bank & Trust
Texas
– -$34K -215 Closed
CFG
1416
Citizens Financial Group
Rhode Island
– -$32K -200 Closed
AA
1417
Ancora Advisors
Ohio
– -$27K -167 Closed
CAG
1418
Csenge Advisory Group
Florida
– -$18K -144 Closed
KJWM
1419
Kiley Juergens Wealth Management
Washington
– -$20K -130 Closed
KF
1420
Krilogy Financial
Missouri
– -$20K -125 Closed
MWM
1421
MinichMacGregor Wealth Management
New York
– -$16K -106 Closed
MWPCG
1422
Measured Wealth Private Client Group
New Hampshire
– -$14K -85 Closed
OBWP
1423
O'Brien Wealth Partners
Massachusetts
– -$10K -66 Closed
FMP
1424
Financial Management Professionals
Texas
– -$10K -66 Closed
AS
1425
Altshuler Shaham
Israel
– -$7K -47 Closed
54 55 56
57
58