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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
SPM
2826
Symmetry Peak Management
Pennsylvania
CUAMC
2827
China Universal Asset Management Company
China
GCM
2828
Gallacher Capital Management
Colorado
SIM
2829
Sentry Investment Management
Wisconsin
SLG
2830
Stanley-Laman Group
Pennsylvania
QFA
2831
Quantum Financial Advisors
California
Fayez Sarofim & Co
2832
Fayez Sarofim & Co
Texas
ACM
2833
AlphaStar Capital Management
North Carolina
FA
2834
Fiduciary Alliance
South Carolina
ST
2835
Somerset Trust
Pennsylvania
MFG
2836
Magnus Financial Group
New York
CA
2837
Cresta Advisors
Texas
PCMH
2838
Polymer Capital Management (HK)
Hong Kong
1CP
2839
17 Capital Partners
Arizona
CP
2840
Covenant Partners
Tennessee
ACM
2841
Andina Capital Management
Utah
ISWM
2842
Independent Solutions Wealth Management
New York
FCM
2843
FirstWave Capital Management
Florida
GA
2844
Greenspring Advisors
Maryland
GWM
2845
GK Wealth Management
Nevada
WI
2846
WBI Investments
New Jersey
HA
2847
Herold Advisors
New York
WHCI
2848
W.H. Cornerstone Investments
Massachusetts
RFW
2849
Rainier Family Wealth
Washington
MUMSS
2850
Mitsubishi UFJ Morgan Stanley Securities
Japan