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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
$8.5B
2
Fisher Asset Management
Fisher Asset Management
Washington
$846M
3
Citadel Advisors
Citadel Advisors
Florida
$378M
4
State Street
State Street
Massachusetts
$4.81B
5
LPC
Lone Pine Capital
Connecticut
$310M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$0
2
Morgan Stanley
Morgan Stanley
New York
$2.12B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.06B
4
Allianz Asset Management
Allianz Asset Management
Germany
$517M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.73B
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
1451
Woodmont Investment Counsel
Tennessee
– -$479K -3,500 Closed
UAM
1452
UAS Asset Management
New York
– -$411K -3,000 Closed
QAM
1453
Questar Asset Management
Minnesota
– -$322K -2,352 Closed
WIA
1454
World Investment Advisors
California
– -$382K -2,349 Closed
GC
1455
Guardian Capital
Ontario, Canada
– -$303K -2,214 Closed
SM
1456
SG3 Management
Puerto Rico
– -$274K -2,000 Closed
JFL
1457
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$270K -1,972 Closed
HR
1458
Hayden Royal
North Carolina
– -$249K -1,817 Closed
VWM
1459
Venturi Wealth Management
Texas
– -$234K -1,796 Closed
CBA
1460
Coastal Bridge Advisors
Connecticut
– -$233K -1,700 Closed
PIM
1461
Parker Investment Management
California
– -$226K -1,652 Closed
SC
1462
Sepio Capital
Utah
– -$226K -1,648 Closed
PWPS
1463
Pinnacle Wealth Planning Services
Ohio
– -$206K -1,503 Closed
LNB
1464
Ledyard National Bank
– -$173K -1,265 Closed
ER
1465
Enlightenment Research
Florida
– -$164K -1,200 Closed
JA
1466
JOYN Advisors
Georgia
– -$154K -1,121 Closed
WDL
1467
Well Done LLC
Michigan
– -$101K -741 Closed
CC
1468
Claybrook Capital
Massachusetts
– -$101K -741 Closed
FTI
1469
Fiduciary Trust International
Massachusetts
– -$79K -575 Closed
WANY
1470
Wealthspire Advisors (New York)
New York
– -$75K -544 Closed
CA
1471
Claro Advisors
Massachusetts
– -$69K -436 Closed
PCIA
1472
Prime Capital Investment Advisors
Kansas
– -$55K -400 Closed
FPS
1473
Fieldpoint Private Securities
Connecticut
– -$50K -368 Closed
RCG
1474
Ruggie Capital Group
Florida
– -$45K -325 Closed
DWM
1475
Doyle Wealth Management
Florida
– -$41K -300 Closed
56 57 58
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