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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 %
BCH
1401
Berkshire Capital Holdings
California
$2K -$16.1M -80,470 -100%
LPWM
1402
Lake Point Wealth Management
Texas
$2K -$15.1K -113 -88%
IAS
1403
IMA Advisory Services
Colorado
$2K -$8.92K -58 -82%
PCFFS
1404
Pacific Center for Financial Services
California
$2K – – –
LWA
1405
Lowe Wealth Advisors
Maryland
$2K – – –
TCM
1406
Tradewinds Capital Management
Washington
$2K – – –
FGAM
1407
Financial Gravity Asset Management
Texas
$2K +$2K +10 New
Koshinski Asset Management
1408
Koshinski Asset Management
Illinois
$1.57K -$2.38K -15,037 -60%
CIR
1409
Clear Investment Research
Georgia
$1K – – –
OWA
1410
One Wealth Advisors
California
$1K +$1K +5 New
Viking Global Investors
1411
Viking Global Investors
Connecticut
– -$709M -5,174,593 Closed
SHCM
1412
Sachem Head Capital Management
New York
– -$231M -1,685,000 Closed
DFO
1413
Duquesne Family Office
New York
– -$147M -1,072,585 Closed
Holocene Advisors
1414
Holocene Advisors
New York
– -$137M -997,666 Closed
EIM
1415
Elephas Investment Management
Hong Kong
– -$42.2M -308,000 Closed
SC
1416
Samlyn Capital
New York
– -$24.4M -178,060 Closed
CMG
1417
Cavalry Management Group
California
– -$23.5M -171,889 Closed
NM
1418
Nokota Management
New York
– -$20.9M -152,579 Closed
HI
1419
Honeywell International
North Carolina
– -$20.3M -148,400 Closed
JP
1420
Jana Partners
New York
– -$15.8M -115,000 Closed
Assenagon Asset Management
1421
Assenagon Asset Management
Luxembourg
– -$15.2M -111,053 Closed
UOC
1422
UBS O'Connor
Illinois
– -$12.3M -90,000 Closed
APC
1423
Alta Park Capital
California
– -$9.18M -67,000 Closed
RCM
1424
Ratan Capital Management
Florida
– -$9.05M -66,060 Closed
DP
1425
DSAM Partners
United Kingdom
– -$8.87M -64,747 Closed
55 56
57
58 59