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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
AAMA
2976
Advanced Asset Management Advisors
Ohio
CAS
2977
Coppell Advisory Solutions
Texas
BNA
2978
BankChampaign National Association
Illinois
SIM
2979
SSI Investment Management
California
TA
2980
Tactive Advisors
Florida
RS
2981
Retirement Solution
Washington
FA
2982
Fermata Advisors
California
NCTC
2983
New Covenant Trust Company
Indiana
LWP
2984
LeClair Wealth Partners
Ohio
SIC
2985
Sigma Investment Counselors
Michigan
GI
2986
Gradient Investments
Minnesota
BSSFA
2987
Baron Silver Stevens Financial Advisors
Florida
MCC
2988
Money Concepts Capital
Florida
WDC
2989
Woodward Diversified Capital
California
EFL
2990
ERn Financial LLC
Wisconsin
MAM
2991
McLean Asset Management
Virginia
AGA
2992
Arkos Global Advisors
Texas
GAMC
2993
Garner Asset Management Corp
Texas
HOWA
2994
Hudson Oak Wealth Advisory
New Jersey
WAM
2995
Weinberger Asset Management
California
CAM
2996
Congress Asset Management
Massachusetts
YIM
2997
Yoffe Investment Management
Pennsylvania
NG
2998
Novem Group
New York
COFSG
2999
Carbahal Olsen Financial Services Group
California
CSIC
3000
Clifford Swan Investment Counsel
California