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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
QCM
2751
Qsemble Capital Management
New York
KJHP
2752
K.J. Harrison & Partners
Ontario, Canada
HCA
2753
Harbour Capital Advisors
Virginia
LCIP
2754
Life Cycle Investment Partners
UWM
2755
Udine Wealth Management
Florida
SWM
2756
Segment Wealth Management
Texas
Lord, Abbett & Co
2757
Lord, Abbett & Co
New Jersey
CCP
2758
Carmel Capital Partners
California
AWP
2759
Ascent Wealth Partners
New York
SPS
2760
Susquehanna Portfolio Strategies
Pennsylvania
WCM
2761
Weaver Capital Management
Georgia
HG
2762
Herbst Group
Connecticut
FFL
2763
Future Fund LLC
Illinois
BCP
2764
Blackhawk Capital Partners
Wisconsin
LCWM
2765
Legacy Capital Wealth Management
Texas
SI
2766
Scharf Investments
California
WMP
2767
Wealth Management Partners
Arizona
DL
2768
Dockside LLC
New York
M
2769
MATAURO
New York
UW
2770
Unique Wealth
Florida
LWP
2771
LMG Wealth Partners
Louisiana
PIMJS
2772
PKO Investment Management Joint-Stock
Poland
LFS
2773
Lighthouse Financial Services
California
PTFIS
2774
Pekao Towarzystwo Funduszy Inwestycyjnych SA
GIC
2775
GFI Investment Counsel
Ontario, Canada