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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
FHC
2901
First Heartland Consultants
Missouri
CCA
2902
Carrera Capital Advisors
Michigan
CSA
2903
Cottage Street Advisors
Massachusetts
BWG
2904
Balanced Wealth Group
Ohio
OC
2905
Oarsman Capital
Wisconsin
NIM
2906
Northeast Investment Management
Massachusetts
CCM
2907
Chaney Capital Management
Washington
VPW
2908
Variant Private Wealth
Virginia
MMM
2909
Mendel Money Management
Illinois
CFO
2910
Collective Family Office
Pennsylvania
5NPW
2911
55 North Private Wealth
Florida
MFS
2912
Madrona Financial Services
Washington
SPC
2913
Spirepoint Private Client
Florida
TFA
2914
Tranquilli Financial Advisor
New Jersey
BWM
2915
BCS Wealth Management
Tennessee
LRIA
2916
Leonard Rickey Investment Advisors
Washington
EFA
2917
Evernest Financial Advisors
Indiana
HIS
2918
Harvest Investment Services
Illinois
OL
2919
one8zero8 LLC
North Carolina
IAS
2920
Integrity Advisory Solutions
Texas
LIA
2921
LBMC Investment Advisors
Tennessee
OPF
2922
Old Peak Finance
North Carolina
FFG
2923
Frisch Financial Group
New York
FIBOI
2924
First International Bank of Israel
TCOO
2925
Trust Company of Oklahoma
Oklahoma