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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
EFMH
2501
E Fund Management (HK)
Hong Kong
$25.9K
DCM
2502
Dorato Capital Management
Colorado
$25.8K
PCFFS
2503
Pacific Center for Financial Services
California
$25.5K
HPWM
2504
High Point Wealth Management
New Jersey
$25.3K
GFA
2505
Godfrey Financial Associates
New York
$25.2K
PCTC
2506
Perkins Coie Trust Company
Washington
$25.2K
BFS
2507
Bare Financial Services
Pennsylvania
$24.6K
GCM
2508
Gunpowder Capital Management
Maryland
$24.3K
IWP
2509
IAG Wealth Partners
Wisconsin
$24.3K
LWMI
2510
Legacy Wealth Management (Idaho)
Idaho
$23.7K
PP
2511
Paladin Partners
Wisconsin
$23.6K
SRCM
2512
Signature Resources Capital Management
California
$22.6K
DWM
2513
Dogwood Wealth Management
Kansas
$22.4K
CIR
2514
Clear Investment Research
Georgia
$22.2K
FCG
2515
Financial Connections Group
California
$22K
Q1WB
2516
Quest 10 Wealth Builders
Virginia
$21.7K
MSG
2517
Main Street Group
Virginia
$21.7K
VWA
2518
VSM Wealth Advisory
Maryland
$21.3K
PMFA
2519
Plante Moran Financial Advisors
Michigan
$21K
BDL
2520
Banque de Luxembourg
Luxembourg
$20.9K
BC
2521
Barrett & Company
Rhode Island
$20.5K
AP
2522
Aspect Partners
Virginia
$20.5K
TCM
2523
TD Capital Management
Tennessee
$20.4K
WA
2524
Whipplewood Advisors
Colorado
$20.2K
TCM
2525
Tradewinds Capital Management
Washington
$20.1K