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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
KBFS
3051
Kohmann Bosshard Financial Services
Ohio
GAG
3052
Goodman Advisory Group
Massachusetts
TPBG
3053
Turning Point Benefit Group
Maryland
1GI
3054
180 GPS Investments
WC
3055
Westwind Capital
New Mexico
CIC
3056
Concord Investment Counsel
California
NI
3057
NCP Inc
California
BC
3058
Bayforest Capital
United Kingdom
GAFA
3059
Garton & Associates Financial Advisors
Kentucky
CWM
3060
Cedar Wealth Management
California
APW
3061
Atlantic Private Wealth
North Carolina
TC
3062
Tacita Capital
Ontario, Canada
CRI
3063
Commonwealth Retirement Investments
Virginia
IIM
3064
IFC & Insurance Marketing
California
CFS
3065
Compass Financial Services
Iowa
MW
3066
Merited Wealth
Florida
WWA
3067
Wealth Watch Advisors
Colorado
OC
3068
Optima Capital
Oregon
QA
3069
Quattro Advisors
Pennsylvania
TVWM
3070
Tower View Wealth Management
Wisconsin
ICM
3071
Islay Capital Management
Texas
EI
3072
eCIO Inc
Wisconsin
GWM
3073
Greenline Wealth Management
Florida
FIM
3074
FWL Investment Management
Texas
JWM
3075
Jessup Wealth Management
Ohio