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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
SWA
2901
Serenus Wealth Advisors
California
WJWM
2902
Williams Jones Wealth Management
New York
SAM
2903
Summit Asset Management
Tennessee
E
2904
Evansbrook
Illinois
KFS
2905
Kurt F. Somerville
AI
2906
Accredited Investors
Minnesota
SMC
2907
Smith, Moore & Co
Missouri
HL
2908
HeadInvest LLC
Maine
MJP
2909
Michael J. Puzo
AF
2910
Apollon Financial
South Carolina
SFG
2911
SevenBridge Financial Group
Pennsylvania
EHC
2912
Everett Harris & Co
California
CSF
2913
Capital Squared Financial
Maryland
C1AG
2914
Client 1st Advisory Group
Florida
TMC
2915
Themes Management Co
Connecticut
MWA
2916
Motive Wealth Advisors
Michigan
MWM
2917
Mindset Wealth Management
Indiana
OFW
2918
Omnia Family Wealth
Florida
MWA
2919
Midland Wealth Advisors
Illinois
SIAP
2920
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
JWM
2921
JGP Wealth Management
Oregon
RTC
2922
Real Talk Capital
Tennessee
EV
2923
EJMK Ventures
Illinois
PCH
2924
PGIM Custom Harvest
New Jersey
SYBT
2925
Stock Yards Bank & Trust
Kentucky