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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
GIM
2601
Gold Investment Management
Alberta, Canada
$5.79K
B
2602
Bayban
Minnesota
$5.79K
HFM
2603
Hartford Financial Management
Connecticut
$5.6K
WCM
2604
Westend Capital Management
California
$5.6K
CTB
2605
Country Trust Bank
Illinois
$5.41K
MCA
2606
McGuire Capital Advisors
Oklahoma
$5.23K
IPS
2607
Investors Portfolio Services
Washington
$5.18K
MAM
2608
Marquette Asset Management
Minnesota
$5.04K
KFP
2609
Kerr Financial Planning
California
$4.93K
SA
2610
Scarborough Advisors
Maryland
$4.85K
MS
2611
Monetary Solutions
Ohio
$4.85K
SIM
2612
Synergy Investment Management
Florida
$4.85K
BC
2613
Bulwark Capital
Florida
$4.67K
WFG
2614
Wormser Freres Gestion
France
$4.58K
TM
2615
Torren Management
California
$4.52K
WOSD
2616
WFA of San Diego
California
$4.11K
DWM
2617
Darwin Wealth Management
Florida
$3.95K
MWC
2618
MBM Wealth Consultants
Missouri
$3.73K
SAS
2619
Spurstone Advisory Services
Connecticut
$3.73K
NF
2620
Napier Financial
Massachusetts
$3.55K
RIAS
2621
Rachor Investment Advisory Services
Michigan
$3.39K
HWA
2622
HHM Wealth Advisors
Tennessee
$3.17K
PS
2623
PayPay Securities
Japan
$3.08K
MTI
2624
Merrithew & Thorsten Inc
California
$3K
LAM
2625
Lummis Asset Management
Texas
$2.99K