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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
WDG
3026
Wealth Dimensions Group
Ohio
WSWA
3027
Warren Street Wealth Advisors
California
BMM
3028
Berkshire Money Management
Massachusetts
MSA
3029
McAlister Sweet & Associates
Texas
TA
3030
Teramo Advisors
Florida
AWA
3031
Argo Wealth Advisory
Virginia
TA
3032
TruWealth Advisors
Louisiana
BFA
3033
Benedict Financial Advisors
Georgia
SI
3034
Saxon Interests
Texas
FZCM
3035
Flynn Zito Capital Management
New York
EB
3036
Exchange Bank
California
OBGC
3037
O'Brien Greene & Co
Pennsylvania
TWA
3038
Talisman Wealth Advisors
New Jersey
BWM
3039
Blossom Wealth Management
California
VCP
3040
Vista Capital Partners
Oregon
MSS
3041
Mitchell Sinkler & Starr
Pennsylvania
CCA
3042
Cora Capital Advisors
New Jersey
PMG
3043
Private Management Group
California
BFO
3044
Biltmore Family Office
North Carolina
FWP
3045
Falcon Wealth Planning
California
PP
3046
Pingora Partners
Wyoming
TCM
3047
Tufton Capital Management
Maryland
SA
3048
Strategic Advocates
Utah
WMA
3049
Wealth Management Associates
New Jersey
VP
3050
Verum Partners
North Carolina