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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
SGFG
2626
Silver Grove Financial Group
New York
$2.8K
MAM
2627
Morse Asset Management
Connecticut
$2.8K
CFSG
2628
Community Financial Services Group
Vermont
$2.79K
GFL
2629
Granite FO LLC
New Hampshire
$2.61K
HIMS
2630
Hager Investment Management Services
New Hampshire
$2.43K
NECFA
2631
New England Capital Financial Advisors
Connecticut
$2.27K
DCM
2632
Davis Capital Management
Florida
$2.24K
FWA
2633
Flagship Wealth Advisors
Massachusetts
$2.18K
TBFA
2634
Three Bearings Fiduciary Advisors
New Hampshire
$2.05K
MSWA
2635
Marshall & Sterling Wealth Advisors
New York
$1.89K
1NWS
2636
1 North Wealth Services
Maryland
$1.87K
MPG
2637
My Portfolio Guide
California
$1.87K
DI
2638
DAGCO Inc
Ohio
$1.68K
TLCM
2639
Twin Lakes Capital Management
California
$1.51K
BFS
2640
Beacon Financial Strategies
North Carolina
$1.49K
IWM
2641
IMG Wealth Management
Florida
$1.49K
VR
2642
Vision Retirement
New Jersey
$1.49K
CW
2643
Curio Wealth
Maryland
$1.32K
DF
2644
DecisionPoint Financial
Arizona
$1.31K
EWM
2645
Evolution Wealth Management
Florida
$1.31K
NL
2646
NorthAvenue LLC
Ohio
$1.12K
ICCON
2647
Investment Counsel Company of Nevada
Nevada
$1.12K
AIS
2648
Advocate Investing Services
Maryland
$1.12K
SA
2649
Seneschal Advisors
Washington
$934
RWPA
2650
Richard W. Paul & Associates
Michigan
$747