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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
PFM
3051
Phillips Financial Management
Indiana
SPWM
3052
Spartan Planning & Wealth Management
North Carolina
PCP
3053
Panoramic Capital Partners
Oregon
GIP
3054
Greatmark Investment Partners
Georgia
BPC
3055
Bearing Point Capital
Minnesota
WDG
3056
Wealth Dimensions Group
Ohio
WSWA
3057
Warren Street Wealth Advisors
California
BMM
3058
Berkshire Money Management
Massachusetts
MSA
3059
McAlister Sweet & Associates
Texas
TA
3060
Teramo Advisors
Florida
AWA
3061
Argo Wealth Advisory
Virginia
BFA
3062
Benedict Financial Advisors
Georgia
SI
3063
Saxon Interests
Texas
TA
3064
TruWealth Advisors
Louisiana
FZCM
3065
Flynn Zito Capital Management
New York
EB
3066
Exchange Bank
California
OBGC
3067
O'Brien Greene & Co
Pennsylvania
BWM
3068
Blossom Wealth Management
California
TWA
3069
Talisman Wealth Advisors
New Jersey
CCA
3070
Cora Capital Advisors
New Jersey
MSS
3071
Mitchell Sinkler & Starr
Pennsylvania
VCP
3072
Vista Capital Partners
Oregon
PMG
3073
Private Management Group
California
BFO
3074
Biltmore Family Office
North Carolina
FWP
3075
Falcon Wealth Planning
California