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Salesforce

2,667 hedge funds and large institutions have $138B invested in Salesforce in 2026 Q1 according to their latest regulatory filings, with 237 funds opening new positions, 1,058 increasing their positions, 1,174 reducing their positions, and 455 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $8.26B | Put options by funds: $7.88B

10% less repeat investments, than reductions

Existing positions increased: 1,058 | Existing positions reduced: 1,174

6.52% less ownership

Funds ownership: 86.41%79.88% (-6.5%)

9% less funds holding

Funds holding: 2,9392,667 (-272)

39% less funds holding in top 10

Funds holding in top 10: 5936 (-23)

45% less capital invested

Capital invested by funds: $249B → $138B (-$111B)

48% less first-time investments, than exits

New positions opened: 237 | Existing positions closed: 455

Holders
2,667
Holders Change
-272
Holders Change %
-9.25%
% of All Funds
32.85%
Holding in Top 10
36
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-38.98%
% of All Funds
0.44%
New
237
Increased
1,058
Reduced
1,174
Closed
455
Calls
$8.26B
Puts
$7.88B
Net Calls
+$382M
Net Calls Change
-$592M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.9B -$206M -994,580 -1%
VCM
2
Vanguard Capital Management
Pennsylvania
$11.1B +$12.3B +59,333,776 New
State Street
3
State Street
Massachusetts
$9.14B -$233M -1,126,842 -2%
Morgan Stanley
4
Morgan Stanley
New York
$5.91B +$2.62B +12,666,457 +67%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.14B +$91.7M +442,601 +2%
VPM
6
Vanguard Portfolio Management
Pennsylvania
$3.63B +$4.02B +19,419,407 New
Capital World Investors
7
Capital World Investors
California
$3.12B -$614M -2,961,159 -15%
Harris Associates
8
Harris Associates
Illinois
$2.78B +$1.06B +5,126,665 +52%
Capital Research Global Investors
9
Capital Research Global Investors
California
$2.56B +$878M +4,237,753 +45%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$2.36B +$1.48B +7,160,302 +130%
Capital International Investors
11
Capital International Investors
California
$2.36B -$2.09B -10,096,552 -44%
Bank of America
12
Bank of America
North Carolina
$2.19B +$531M +2,561,923 +28%
Northern Trust
13
Northern Trust
Illinois
$1.91B -$53.7M -259,227 -2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$1.85B -$75.4M -364,144 -4%
Sanders Capital
15
Sanders Capital
Florida
$1.78B +$190M +916,484 +11%
UBS AM
16
UBS AM
Illinois
$1.66B +$98.7M +476,196 +6%
Ameriprise
17
Ameriprise
Minnesota
$1.47B -$196M -944,636 -11%
Charles Schwab
18
Charles Schwab
California
$1.31B +$20.4M +98,395 +1%
Goldman Sachs
19
Goldman Sachs
New York
$1.29B -$142M -685,175 -9%
UBS Group
20
UBS Group
Switzerland
$1.27B +$398M +1,922,481 +39%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$1.24B -$252M -1,215,830 -16%
Legal & General Group
22
Legal & General Group
United Kingdom
$1.19B -$43.2M -208,485 -3%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$1.14B +$376M +1,813,358 +42%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$1.13B -$2.61M -12,609 -0.2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.12B -$41.2M -198,621 -3%