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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
CWA
2926
Canvas Wealth Advisors
Kansas
TWM
2927
TriaGen Wealth Management
California
TCMP
2928
Thrive Capital Management (Pennsylvania)
Pennsylvania
CA
2929
Cannon Advisors
North Carolina
A
2930
AlphaQuest
New York
KIG
2931
Kennedy Investment Group
New Jersey
CCA
2932
Catalyst Capital Advisors
New York
BWP
2933
Balboa Wealth Partners
Arizona
HA
2934
Hyposwiss Advisors
SFPG
2935
Stonebridge Financial Planning Group
Florida
SAM
2936
Stembrook Asset Management
New Jersey
LSA
2937
L & S Advisors
California
TDC
2938
Thompson Davis & Co
Virginia
MBWA
2939
Marin Bay Wealth Advisors
California
PWP
2940
Prasad Wealth Partners
Ohio
AIM
2941
Alhambra Investment Management
Florida
BOC
2942
Bull Oak Capital
California
HPM
2943
Hoxton Planning & Management
West Virginia
CAAS
2944
Capital Asset Advisory Services
Michigan
BFWA
2945
Benchmark Financial Wealth Advisors
Florida
CAS
2946
Coppell Advisory Solutions
Texas
AAMA
2947
Advanced Asset Management Advisors
Ohio
SIM
2948
SSI Investment Management
California
BNA
2949
BankChampaign, National Association
Illinois
TA
2950
Tactive Advisors
Florida