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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
PCMNC
3026
Piedmont Capital Management (North Carolina)
North Carolina
AZ
3027
Alpha Zero
Florida
TWPM
3028
Total Wealth Planning & Management
Florida
OCA
3029
Odyssey Capital Advisors
Pennsylvania
KWM
3030
Keebeck Wealth Management
Illinois
NWM
3031
Nolet Wealth Management
Texas
RFA
3032
Resurgent Financial Advisors
Georgia
WIM
3033
Warwick Investment Management
Texas
AWA
3034
Archvest Wealth Advisors
California
KA
3035
KDT Advisors
New York
F8IS
3036
Figure 8 Investment Strategies
Idaho
IA
3037
Insight Advisors
Pennsylvania
BWP
3038
BlueStem Wealth Partners
Minnesota
CWM
3039
Collaborative Wealth Management
Florida
RA
3040
Rise Advisors
New York
WPA
3041
West Paces Advisors
Georgia
ESBC
3042
E.S. Barr & Co
Kentucky
PA
3043
PSI Advisors
Florida
AFO
3044
Allie Family Office
Florida
WKSWA
3045
White Knight Strategic Wealth Advisors
New Jersey
CV
3046
Counterweight Ventures
North Carolina
MFWP
3047
Mosaic Family Wealth Partners
Missouri
GPW
3048
Gentry Private Wealth
Kansas
PSF
3049
Pacific Sun Financial
California
WAM
3050
Weatherly Asset Management
California