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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
EIP
601
Easterly Investment Partners
Massachusetts
$7.3M
AAB
602
ABN AMRO Bank
Netherlands
$7.27M
Envestnet Portfolio Solutions
603
Envestnet Portfolio Solutions
Illinois
$7.24M
MC
604
Moors & Cabot
Massachusetts
$7.23M
AAM
605
Advisors Asset Management
Colorado
$7.23M
IWC
606
Integrated Wealth Concepts
Massachusetts
$7.23M
PA
607
Pinnacle Associates
New York
$7.22M
BZWA
608
Blue Zone Wealth Advisors
California
$7.19M
SSA
609
Schonfeld Strategic Advisors
New York
$7.15M
QP
610
Quilter Plc
United Kingdom
$7.12M
MG
611
Montaka Global
$7.11M
ALMGDA
612
AG2R La Mondiale Gestion d'Actifs
France
$7.1M
GAM
613
Groupama Asset Management
France
$7.07M
PWM
614
Perigon Wealth Management
California
$7.06M
SWP
615
Strategic Wealth Partners
Ohio
$7.05M
IGAM
616
iA Global Asset Management
Quebec, Canada
$7.05M
MPWT
617
MassMutual Private Wealth & Trust
Connecticut
$7M
7WCP
618
71 West Capital Partners
Massachusetts
$6.98M
PIM
619
Plato Investment Management
Australia
$6.98M
HWM
620
HB Wealth Management
Georgia
$6.97M
Bessemer Group
621
Bessemer Group
New Jersey
$6.94M
TAMH
622
Taikang Asset Management (HK)
Hong Kong
$6.86M
ASN
623
Advisory Services Network
Georgia
$6.79M
DWP
624
Daymark Wealth Partners
Ohio
$6.72M
SCP
625
Stamos Capital Partners
California
$6.68M