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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
AF
651
Ally Financial
Michigan
$6.07M
CF
652
Canoe Financial
Alberta, Canada
$6.07M
TRCT
653
Tower Research Capital (TRC)
New York
$6.07M
WF
654
WoodTrust Financial
Wisconsin
$6.05M
PAM
655
Peak Asset Management
Colorado
$6.03M
SWA
656
Stratos Wealth Advisors
Ohio
$6.02M
EF
657
Empirical Finance
Pennsylvania
$6.02M
BFA
658
Beaumont Financial Advisors
Massachusetts
$5.98M
KA
659
Kintegral Advisory
New York
$5.95M
OLA
660
Oliver Luxxe Assets
New Jersey
$5.9M
PCM
661
Poehling Capital Management
Wisconsin
$5.89M
IA
662
IFP Advisors
Florida
$5.89M
IIM
663
Intact Investment Management
Quebec, Canada
$5.86M
CC
664
Chicago Capital
Illinois
$5.85M
SAM
665
Sompo Asset Management
Japan
$5.85M
CWM
666
CMH Wealth Management
New Hampshire
$5.77M
CYG
667
Clean Yield Group
Vermont
$5.75M
FCM
668
Fortis Capital Management
Washington
$5.73M
TIM
669
Thompson Investment Management
Wisconsin
$5.7M
KFP
670
KMG Fiduciary Partners
Ohio
$5.69M
EI
671
EFG International
$5.69M
WWA
672
WCG Wealth Advisors
Nevada
$5.69M
QFA
673
Quattro Financial Advisors
Texas
$5.62M
PA
674
Profund Advisors
Maryland
$5.6M
PBBUPS
675
PKO BP Bankowy Universal Pension Society
Poland
$5.6M