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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
RS
2951
Retirement Solution
Washington
FA
2952
Fermata Advisors
California
NCTC
2953
New Covenant Trust Company
Indiana
LWP
2954
LeClair Wealth Partners
Ohio
SIC
2955
Sigma Investment Counselors
Michigan
GI
2956
Gradient Investments
Minnesota
BSSFA
2957
Baron Silver Stevens Financial Advisors
Florida
MCC
2958
Money Concepts Capital
Florida
WDC
2959
Woodward Diversified Capital
California
EFL
2960
ERn Financial LLC
Wisconsin
MAM
2961
McLean Asset Management
Virginia
AGA
2962
Arkos Global Advisors
Texas
GAMC
2963
Garner Asset Management Corp
Texas
HOWA
2964
Hudson Oak Wealth Advisory
New Jersey
WAM
2965
Weinberger Asset Management
California
CAM
2966
Congress Asset Management
Massachusetts
YIM
2967
Yoffe Investment Management
Pennsylvania
NG
2968
Novem Group
New York
COFSG
2969
Carbahal Olsen Financial Services Group
California
CSIC
2970
Clifford Swan Investment Counsel
California
MBI
2971
May Barnhard Investments
Maryland
CIA
2972
Cladis Investment Advisory
Montana
CAWM
2973
Capital Advisors Wealth Management
Washington
FF
2974
Foronjy Financial
California
CAM
2975
Clark Asset Management
New Hampshire