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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
AIMA
2851
Ables Iannone Moore & Associates
Georgia
GCA
2852
Gallagher Capital Advisors
Texas
KLCM
2853
KG&L Capital Management
Louisiana
SCM
2854
Schnieders Capital Management
California
STA
2855
Smith Thornton Advisors
Alabama
TWM
2856
Thryve Wealth Management
Texas
GWAG
2857
Garrett Wealth Advisory Group
Texas
BCA
2858
Bay Colony Advisors
Massachusetts
SSA
2859
Sierra Summit Advisors
Nevada
RIP
2860
Reliant Investment Partners
North Carolina
DWA
2861
Dougherty Wealth Advisers
Minnesota
SFWC
2862
Strategic Family Wealth Counselors
New Jersey
BCP
2863
Berkeley Capital Partners
Georgia
GAM
2864
Griffin Asset Management
New York
RRA
2865
Round Rock Advisors
Connecticut
VA
2866
Verdad Advisers
Massachusetts
WWM
2867
Westwood Wealth Management
California
DWA
2868
Delap Wealth Advisory
Oregon
BMCM
2869
Black Maple Capital Management
Wisconsin
HCM
2870
Hengehold Capital Management
Ohio
JF
2871
JMN Financial
Ohio
DG
2872
Dala Group
Illinois
CC
2873
Cypress Capital
Tennessee
GA
2874
GFS Advisors
Texas
LCWP
2875
Legacy Capital Wealth Partners
Arkansas