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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
PP
3076
Pingora Partners
Wyoming
TCM
3077
Tufton Capital Management
Maryland
SA
3078
Strategic Advocates
Utah
VP
3079
Verum Partners
North Carolina
WMA
3080
Wealth Management Associates
New Jersey
KBFS
3081
Kohmann Bosshard Financial Services
Ohio
GAG
3082
Goodman Advisory Group
Massachusetts
TPBG
3083
Turning Point Benefit Group
Maryland
1GI
3084
180 GPS Investments
WC
3085
Westwind Capital
New Mexico
CIC
3086
Concord Investment Counsel
California
NI
3087
NCP Inc
California
BC
3088
Bayforest Capital
United Kingdom
GAFA
3089
Garton & Associates Financial Advisors
Kentucky
CWM
3090
Cedar Wealth Management
California
APW
3091
Atlantic Private Wealth
North Carolina
TC
3092
Tacita Capital
Ontario, Canada
CRI
3093
Commonwealth Retirement Investments
Virginia
IIM
3094
IFC & Insurance Marketing
California
AIM
3095
Access Investment Management
Georgia
CFS
3096
Compass Financial Services
Iowa
MW
3097
Merited Wealth
Florida
WWA
3098
Wealth Watch Advisors
Colorado
OC
3099
Optima Capital
Oregon
QA
3100
Quattro Advisors
Pennsylvania