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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
KLCM
2826
KG&L Capital Management
Louisiana
SCM
2827
Schnieders Capital Management
California
STA
2828
Smith Thornton Advisors
Alabama
TWM
2829
Thryve Wealth Management
Texas
GWAG
2830
Garrett Wealth Advisory Group
Texas
BCA
2831
Bay Colony Advisors
Massachusetts
SSA
2832
Sierra Summit Advisors
Nevada
RIP
2833
Reliant Investment Partners
North Carolina
DWA
2834
Dougherty Wealth Advisers
Minnesota
SFWC
2835
Strategic Family Wealth Counselors
New Jersey
BCP
2836
Berkeley Capital Partners
Georgia
GAM
2837
Griffin Asset Management
New York
RRA
2838
Round Rock Advisors
Connecticut
VA
2839
Verdad Advisers
Massachusetts
WWM
2840
Westwood Wealth Management
California
DWA
2841
Delap Wealth Advisory
Oregon
BMCM
2842
Black Maple Capital Management
Wisconsin
HCM
2843
Hengehold Capital Management
Ohio
JF
2844
JMN Financial
Ohio
CC
2845
Cypress Capital
Tennessee
GA
2846
GFS Advisors
Texas
LCWP
2847
Legacy Capital Wealth Partners
Arkansas
BW
2848
BXM Wealth
Colorado
LCM
2849
Legato Capital Management
California
FWP
2850
Fiduciary Wealth Partners
Massachusetts