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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
PWA
2526
Provenance Wealth Advisors
Florida
$19.8K
TWD
2527
True Wealth Design
Ohio
$19.6K
SR
2528
Swiss Re
Switzerland
$19.4K
RWS
2529
Retirement Wealth Solutions
Wisconsin
$19.4K
LB
2530
Legacy Bridge
Iowa
$19.2K
BFP
2531
Birchwood Financial Partners
Minnesota
$19.2K
RFL
2532
Robinswood Financial LLC
Washington
$19.1K
CAM
2533
Chesapeake Asset Management
New York
$18.9K
WSC
2534
Wellington Shields & Co
New York
$18.7K
GWM
2535
Gilpin Wealth Management
Colorado
$18.7K
MCRM
2536
Midway Capital Research & Management
Illinois
$18.7K
CMA
2537
Cedar Mountain Advisors
Oregon
$18.6K
VWA
2538
Valued Wealth Advisors
Utah
$18.2K
JGIA
2539
Jackson Grant Investment Advisers
Connecticut
$18.1K
LA
2540
LM Advisors
California
$18.1K
CMP
2541
Coston McIsaac & Partners
Maine
$18K
CF
2542
Collier Financial
Colorado
$17.7K
UFPG
2543
United Financial Planning Group
New York
$17.5K
SIS
2544
Strategic Investment Solutions
Illinois
$17.4K
HHGA
2545
Halbert Hargrove Global Advisors
California
$17.4K
API
2546
Asset Planning Inc
California
$17.4K
GIM
2547
Groesbeck Investment Management
New Jersey
$17K
RCM
2548
Richardson Capital Management
Wisconsin
$16.8K
DPW
2549
DiNuzzo Private Wealth
Pennsylvania
$16.4K
OW
2550
Olistico Wealth
Oklahoma
$16.1K