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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
SQA
2851
Simon Quick Advisors
New Jersey
ACA
2852
Arsenal Capital Advisors
Pennsylvania
IGGA
2853
Iron Gate Global Advisors
Utah
BBI
2854
Baxter Bros Inc
Connecticut
JCIA
2855
Jackson Creek Investment Advisors
Colorado
MC
2856
Machina Capital
France
HR
2857
Howe & Rusling
New York
FI
2858
Fosun International
China
ABTD
2859
Arvest Bank Trust Division
Oklahoma
MBTD
2860
Mechanics Bank - Trust Department
California
CFGW
2861
Chancellor Financial Group WB
Pennsylvania
SPW
2862
Signet Private Wealth
Illinois
AAM
2863
Aureus Asset Management
Massachusetts
CAGAS
2864
Capital Advisory Group Advisory Services
Minnesota
EC
2865
EdgeRock Capital
Colorado
TFA
2866
Trinity Financial Advisors
Ohio
TM
2867
TigerOak Management
New Mexico
RP
2868
Riverwater Partners
Wisconsin
BBL
2869
Beck Bode LLC
Massachusetts
BCMLT
2870
Beacon Capital Management LLC (Tennessee)
Tennessee
EFSCE
2871
Enterprise Financial Services Corp (EFSC)
Missouri
SWA
2872
Serenus Wealth Advisors
California
WJWM
2873
Williams Jones Wealth Management
New York
SAM
2874
Summit Asset Management
Tennessee
KFS
2875
Kurt F. Somerville