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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
SI
526
Stephens Inc
Arkansas
$9.71M
VIG
527
Vienna Insurance Group
Poland
$9.71M
JRP
528
Jasper Ridge Partners
California
$9.69M
AF
529
Allworth Financial
California
$9.65M
BFA
530
Bragg Financial Advisors
North Carolina
$9.64M
CF
531
Cantor Fitzgerald
New York
$9.57M
FGP
532
Foyston, Gordon, & Payne
Ontario, Canada
$9.54M
EAM
533
Erste Asset Management
Austria
$9.53M
PCIA
534
Prime Capital Investment Advisors
Kansas
$9.41M
AWA
535
Arkadios Wealth Advisors
Georgia
$9.36M
MASUI
536
MIRAE ASSET SECURITIES (USA) INC.
New York
$9.35M
MPI
537
Mairs & Power Inc
Minnesota
$9.33M
OC
538
Oppenheimer & Co
New York
$9.33M
NRG
539
Nemes Rush Group
Michigan
$9.3M
DCM
540
Discovery Capital Management
Connecticut
$9.24M
IIM
541
INTECH Investment Management
Florida
$9.23M
OA
542
Oak Associates
Ohio
$9.2M
MGWM
543
Marks Group Wealth Management
Minnesota
$9.2M
PAG
544
Private Advisor Group
New Jersey
$9.16M
AWM
545
Apollon Wealth Management
South Carolina
$9.16M
RFC
546
Regions Financial Corp
Alabama
$9.14M
ACA
547
Aptus Capital Advisors
Alabama
$9.13M
STA
548
Summit Trail Advisors
New York
$9.11M
KIG
549
Kessler Investment Group
Indiana
$9.03M
HIP
550
HUB Investment Partners
Texas
$9.03M