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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
CFM
2551
Cornerstone Financial Management
Massachusetts
$16.1K
BBPWM
2552
Blue Bell Private Wealth Management
Pennsylvania
$16.1K
CA
2553
Centerpoint Advisors
Massachusetts
$16K
PK
2554
Pflug Koory
Nebraska
$15.9K
ACM
2555
Anfield Capital Management
California
$15.3K
SIC
2556
SJS Investment Consulting
Ohio
$15.2K
VWM
2557
Vermillion Wealth Management
Minnesota
$14.7K
WAG
2558
Wiser Advisor Group
Arizona
$14.5K
DMKJ
2559
David M. Knott Jr
$14.4K
RFA
2560
Reyes Financial Architecture
California
$14K
STB
2561
S&T Bank
Pennsylvania
$14K
AEPWM
2562
Atlantic Edge Private Wealth Management
Florida
$13.8K
BSC
2563
Brown Shipley & Co
United Kingdom
$13.1K
BAM
2564
Bellevue Asset Management
Washington
$13.1K
KCM
2565
Key Capital Management
Tennessee
$12.9K
TFA
2566
Toth Financial Advisory
Virginia
$12.3K
PSB
2567
Piscataqua Savings Bank
New Hampshire
$12.3K
FFL
2568
Financial Freedom LLC
Ohio
$12K
GWSA
2569
Global Wealth Strategies & Associates
Colorado
$11.9K
PWA
2570
Portus Wealth Advisors
North Carolina
$11.9K
PP
2571
PFS Partners
New Jersey
$11K
CIAS
2572
CBIZ Investment Advisory Services
Ohio
$10.8K
CWP
2573
Clark Wealth Partners
Illinois
$10.1K
HIA
2574
HFM Investment Advisors
New Jersey
$9.71K
SAM
2575
Sherman Asset Management
California
$9.71K