We are live on ! Find out more
CRM icon

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
LIA
2951
LBMC Investment Advisors
Tennessee
OPF
2952
Old Peak Finance
North Carolina
FFG
2953
Frisch Financial Group
New York
FIBOI
2954
First International Bank of Israel
TCOO
2955
Trust Company of Oklahoma
Oklahoma
CWA
2956
Canvas Wealth Advisors
Kansas
TWM
2957
TriaGen Wealth Management
California
TCMP
2958
Thrive Capital Management (Pennsylvania)
Pennsylvania
CA
2959
Cannon Advisors
North Carolina
A
2960
AlphaQuest
New York
KIG
2961
Kennedy Investment Group
New Jersey
BWP
2962
Balboa Wealth Partners
Arizona
CCA
2963
Catalyst Capital Advisors
New York
HA
2964
Hyposwiss Advisors
SFPG
2965
Stonebridge Financial Planning Group
Florida
LSA
2966
L & S Advisors
California
SAM
2967
Stembrook Asset Management
New Jersey
TDC
2968
Thompson Davis & Co
Virginia
MBWA
2969
Marin Bay Wealth Advisors
California
PWP
2970
Prasad Wealth Partners
Ohio
AIM
2971
Alhambra Investment Management
Florida
BOC
2972
Bull Oak Capital
California
HPM
2973
Hoxton Planning & Management
West Virginia
CAAS
2974
Capital Asset Advisory Services
Michigan
BFWA
2975
Benchmark Financial Wealth Advisors
Florida