We are live on ! Find out more
CRM icon

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
AWA
2801
Arete Wealth Advisors
Illinois
MP
2802
Mangrove Partners
Connecticut
WFAG
2803
Worth Financial Advisory Group
North Carolina
M1FG
2804
Mach-1 Financial Group
Arkansas
AGAM
2805
AK Global Asset Management
California
NICM
2806
Neo Ivy Capital Management
New York
SCA
2807
STALEY CAPITAL ADVISERS
Pennsylvania
FFS
2808
Founders Financial Securities
Maryland
KHCM
2809
Kirtland Hills Capital Management
Ohio
ACA
2810
Anchor Capital Advisors
Massachusetts
AAMU
2811
AEGON Asset Management (UK)
United Kingdom
MW
2812
Marble Wealth
Alabama
BC
2813
Burney Company
Virginia
PWM
2814
Parkway Wealth Management
Texas
LAIC
2815
Lederer & Associates Investment Counsel
California
RWM
2816
Riverbend Wealth Management
South Carolina
MC
2817
Mirabaud & Cie
Switzerland
IA
2818
IFG Advisory
Georgia
TAA
2819
TB Alternative Assets
Cayman Islands
CCM
2820
Capstone Capital Management
HWMG
2821
Harbour Wealth Management Group
South Carolina
PR
2822
Payden & Rygel
California
WPW
2823
Watershed Private Wealth
Illinois
GCC
2824
Game Creek Capital
Massachusetts
WCA
2825
Westover Capital Advisors
Delaware