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Salesforce

2,635 hedge funds and large institutions have $137B invested in Salesforce in 2026 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 1,038 increasing their positions, 1,165 reducing their positions, and 453 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

42% less funds holding in top 10

Funds holding in top 10: 5934 (-25)

45% less capital invested

Capital invested by funds: $249B → $137B (-$112B)

48% less first-time investments, than exits

New positions opened: 235 | Existing positions closed: 453

Holders
2,635
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
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
WFAG
2776
Worth Financial Advisory Group
North Carolina
M1FG
2777
Mach-1 Financial Group
Arkansas
AGAM
2778
AK Global Asset Management
California
NICM
2779
Neo Ivy Capital Management
New York
SCA
2780
STALEY CAPITAL ADVISERS
Pennsylvania
FFS
2781
Founders Financial Securities
Maryland
KHCM
2782
Kirtland Hills Capital Management
Ohio
ACA
2783
Anchor Capital Advisors
Massachusetts
AAMU
2784
AEGON Asset Management (UK)
United Kingdom
MW
2785
Marble Wealth
Alabama
BC
2786
Burney Company
Virginia
PWM
2787
Parkway Wealth Management
Texas
LAIC
2788
Lederer & Associates Investment Counsel
California
RWM
2789
Riverbend Wealth Management
South Carolina
MC
2790
Mirabaud & Cie
Switzerland
IA
2791
IFG Advisory
Georgia
TAA
2792
TB Alternative Assets
Cayman Islands
CCM
2793
Capstone Capital Management
HWMG
2794
Harbour Wealth Management Group
South Carolina
PR
2795
Payden & Rygel
California
WPW
2796
Watershed Private Wealth
Illinois
GCC
2797
Game Creek Capital
Massachusetts
WCA
2798
Westover Capital Advisors
Delaware
SPM
2799
Symmetry Peak Management
Pennsylvania
CUAMC
2800
China Universal Asset Management Company
China