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Salesforce

2,664 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, 1,056 increasing their positions, 1,173 reducing their positions, and 455 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

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
2,664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.26B
Puts
$7.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
2476
Prestige Wealth Management Group
New Jersey
$35.1K
EF
2477
Entrust Financial
Pennsylvania
$34.2K
GCM
2478
Gables Capital Management
Florida
$33.8K
USB
2479
Union Savings Bank
Connecticut
$33.2K
DCM
2480
Disciplina Capital Management
Tennessee
$32.7K
RP
2481
Raelipskie Partnership
Ontario, Canada
$32.7K
MG
2482
MilWealth Group
Wisconsin
$30.8K
MWPCG
2483
Measured Wealth Private Client Group
New Hampshire
$30.4K
GK
2484
Graney & King
New York
$30.2K
FFO
2485
Fortitude Family Office
Arizona
$29.7K
FC
2486
Financial Consulate
Maryland
$29.5K
MHR
2487
Matthew Hamilton Rosenberg
$29.3K
PF
2488
PlanVest Financial
Maryland
$29.3K
GIA
2489
GHP Investment Advisors
Colorado
$29.2K
AAG
2490
Accordant Advisory Group
Maryland
$28K
CAM
2491
Costello Asset Management
Pennsylvania
$27.7K
PP
2492
Pacifica Partners
Canada
$27.6K
AF
2493
Abound Financial
California
$27.1K
AWM
2494
Ameliora Wealth Management
Switzerland
$26.5K
GJIA
2495
Glass Jacobson Investment Advisors
Maryland
$26.3K
KFG
2496
Kingdom Financial Group
Arizona
$26.2K
LAS
2497
Lloyd Advisory Services
Georgia
$26.2K
CI
2498
Clal Insurance
Israel
$26K
MPW
2499
MASECO Private Wealth
$26K
S
2500
Sachetta
Massachusetts
$25.9K