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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
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$25.7M
NSLI
327
Nan Shan Life Insurance
Taiwan
$25.7M
CS
328
Clear Street
New York
$25.7M
NIM
329
NEOS Investment Management
Connecticut
$25.6M
GWM
330
GDS Wealth Management
Texas
$25.5M
CC
331
Crosslink Capital
California
$25.4M
FFM
332
Fisher Funds Management
New Zealand
$25.1M
RG
333
Renaissance Group
Kentucky
$24.9M
HPG
334
Harvest Portfolios Group
Ontario, Canada
$24.9M
BMSSC
335
B. Metzler seel. Sohn & Co
Germany
$24.6M
OCBCO
336
Oversea-Chinese Banking Corp (OCBC)
Singapore
$24.6M
CAG
337
Crestwood Advisors Group
Massachusetts
$24.4M
UCFA
338
United Capital Financial Advisors
Texas
$24.1M
GC
339
Guggenheim Capital
Illinois
$23.9M
HCM
340
Hollencrest Capital Management
California
$23.9M
HCMG
341
Howard Capital Management Group
California
$23.9M
Janus Henderson Group
342
Janus Henderson Group
United Kingdom
$23.8M
Qube Research & Technologies (QRT)
343
Qube Research & Technologies (QRT)
United Kingdom
$23.3M
VPIM
344
Vanguard Personalized Indexing Management
California
$23.1M
TH
345
TCTC Holdings
Texas
$23.1M
VIM
346
Vinva Investment Management
Australia
$22.9M
OAM
347
OP Asset Management
$22.7M
Wealth Enhancement Advisory Services
348
Wealth Enhancement Advisory Services
Minnesota
$22.5M
MIH
349
Meitav Investment House
Israel
$22.5M
NAM
350
Nissay Asset Management
Japan
$22.3M