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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
SCM
2926
SOL Capital Management
Maryland
MWM
2927
Momentous Wealth Management
Washington
EW
2928
Element Wealth
Mississippi
AIS
2929
AM Investment Strategies
Tennessee
TCM
2930
Traynor Capital Management
Pennsylvania
FHC
2931
First Heartland Consultants
Missouri
CCA
2932
Carrera Capital Advisors
Michigan
CSA
2933
Cottage Street Advisors
Massachusetts
BWG
2934
Balanced Wealth Group
Ohio
OC
2935
Oarsman Capital
Wisconsin
NIM
2936
Northeast Investment Management
Massachusetts
CCM
2937
Chaney Capital Management
Washington
VPW
2938
Variant Private Wealth
Virginia
5NPW
2939
55 North Private Wealth
Florida
CFO
2940
Collective Family Office
Pennsylvania
MMM
2941
Mendel Money Management
Illinois
MFS
2942
Madrona Financial Services
Washington
SPC
2943
Spirepoint Private Client
Florida
TFA
2944
Tranquilli Financial Advisor
New Jersey
BWM
2945
BCS Wealth Management
Tennessee
LRIA
2946
Leonard Rickey Investment Advisors
Washington
EFA
2947
Evernest Financial Advisors
Indiana
HIS
2948
Harvest Investment Services
Illinois
OL
2949
one8zero8 LLC
North Carolina
IAS
2950
Integrity Advisory Solutions
Texas