CRM icon

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
AI
2876
Accredited Investors
Minnesota
SMC
2877
Smith, Moore & Co
Missouri
HL
2878
HeadInvest LLC
Maine
MJP
2879
Michael J. Puzo
AF
2880
Apollon Financial
South Carolina
SFG
2881
SevenBridge Financial Group
Pennsylvania
EHC
2882
Everett Harris & Co
California
CSF
2883
Capital Squared Financial
Maryland
C1AG
2884
Client 1st Advisory Group
Florida
TMC
2885
Themes Management Co
Connecticut
MWA
2886
Motive Wealth Advisors
Michigan
MWM
2887
Mindset Wealth Management
Indiana
OFW
2888
Omnia Family Wealth
Florida
SIAP
2889
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
MWA
2890
Midland Wealth Advisors
Illinois
JWM
2891
JGP Wealth Management
Oregon
RTC
2892
Real Talk Capital
Tennessee
EV
2893
EJMK Ventures
Illinois
PCH
2894
PGIM Custom Harvest
New Jersey
SYBT
2895
Stock Yards Bank & Trust
Kentucky
SCM
2896
SOL Capital Management
Maryland
MWM
2897
Momentous Wealth Management
Washington
EW
2898
Element Wealth
Mississippi
AIS
2899
AM Investment Strategies
Tennessee
TCM
2900
Traynor Capital Management
Pennsylvania