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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
BW
2876
BXM Wealth
Colorado
FWP
2877
Fiduciary Wealth Partners
Massachusetts
LCM
2878
Legato Capital Management
California
SQA
2879
Simon Quick Advisors
New Jersey
ACA
2880
Arsenal Capital Advisors
Pennsylvania
IGGA
2881
Iron Gate Global Advisors
Utah
BBI
2882
Baxter Bros Inc
Connecticut
CCW
2883
Coastline Complete Wealth
South Carolina
JCIA
2884
Jackson Creek Investment Advisors
Colorado
MC
2885
Machina Capital
France
HR
2886
Howe & Rusling
New York
FI
2887
Fosun International
China
ABTD
2888
Arvest Bank Trust Division
Oklahoma
MBTD
2889
Mechanics Bank - Trust Department
California
CFGW
2890
Chancellor Financial Group WB
Pennsylvania
SPW
2891
Signet Private Wealth
Illinois
AAM
2892
Aureus Asset Management
Massachusetts
CAGAS
2893
Capital Advisory Group Advisory Services
Minnesota
EC
2894
EdgeRock Capital
Colorado
TFA
2895
Trinity Financial Advisors
Ohio
TM
2896
TigerOak Management
New Mexico
BBL
2897
Beck Bode LLC
Massachusetts
RP
2898
Riverwater Partners
Wisconsin
BCMLT
2899
Beacon Capital Management LLC (Tennessee)
Tennessee
EFSCE
2900
Enterprise Financial Services Corp (EFSC)
Missouri