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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
AW
2576
Ankerstar Wealth
Texas
$9.52K
AS
2577
Altshuler Shaham
Israel
$9.15K
EA
2578
Evolution Advisers
Virginia
$9K
TWM
2579
TopTier Wealth Management
Wisconsin
$8.77K
MAFA
2580
MJT & Associates Financial Advisory
Minnesota
$8.59K
TFG
2581
Team Financial Group
California
$8.49K
CJ
2582
Caitlin John
Michigan
$8.45K
CTA
2583
Colonial Trust Advisors
South Carolina
$8.4K
CPL
2584
Capital & Planning LLC
Georgia
$8.4K
MBFW
2585
Morton Brown Family Wealth
Pennsylvania
$8.21K
BG
2586
Bollard Group
Massachusetts
$8K
FA
2587
Fountainhead AM
New Jersey
$7.65K
HC
2588
Hurley Capital
New York
$7.5K
PIS
2589
POM Investment Strategies
North Carolina
$7.47K
MWA
2590
Merkkuri Wealth Advisors
New York
$7.31K
DRP
2591
Decker Retirement Planning
Utah
$7.28K
POIA
2592
Pin Oak Investment Advisors
Texas
$7K
CFG
2593
Clayton Financial Group
Missouri
$6.91K
BIM
2594
Breakwater Investment Management
Washington
$6.72K
HWM
2595
HighMark Wealth Management
Minnesota
$6.53K
GGI
2596
Godsey & Gibb Inc
Virginia
$6.35K
CC
2597
Corsicana & Co
Texas
$6.17K
DWA
2598
Delos Wealth Advisors
Texas
$5.97K
BHWM
2599
Bay Harbor Wealth Management
Maryland
$5.97K
QWM
2600
Quaker Wealth Management
New Jersey
$5.79K