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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
NBWM
2976
North Berkeley Wealth Management
California
AWM
2977
Alterna Wealth Management
Texas
HW
2978
Hamilton Wealth
California
CRI
2979
Colonial River Investments
Virginia
FLFS
2980
Family Legacy Financial Solutions
North Carolina
LW
2981
Libra Wealth
California
PP
2982
Postrock Partners
Oregon
EWM
2983
Elite Wealth Management
Washington
SSWG
2984
Seven Springs Wealth Group
Tennessee
ERWM
2985
Elk River Wealth Management
Colorado
JCM
2986
Jag Capital Management
Missouri
KFGK
2987
Keystone Financial Group (Kentucky)
Kentucky
KCPG
2988
Kavar Capital Partners Group
Kansas
GG
2989
Gleason Group
Kentucky
FI
2990
Financial Insights
Washington
VCM
2991
Vivaldi Capital Management
Illinois
GT
2992
GreatBanc Trust
Illinois
RIA
2993
Realta Investment Advisors
Delaware
SFO
2994
Stenger Family Office
Illinois
MPCL
2995
My Personal CFO LLC
Washington
PCMNC
2996
Piedmont Capital Management (North Carolina)
North Carolina
AZ
2997
Alpha Zero
Florida
TWPM
2998
Total Wealth Planning & Management
Florida
OCA
2999
Odyssey Capital Advisors
Pennsylvania
RFA
3000
Resurgent Financial Advisors
Georgia