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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
NMIMC
676
Northwestern Mutual Investment Management Company
Wisconsin
$5.6M
KeyBank National Association
677
KeyBank National Association
Ohio
$5.59M
HVIA
678
Hudson Valley Investment Advisors
New York
$5.58M
AFG
679
Albion Financial Group
Utah
$5.58M
Bank of Nova Scotia
680
Bank of Nova Scotia
Ontario, Canada
$5.58M
HIM
681
Hillsdale Investment Management
Ontario, Canada
$5.54M
PTC
682
Philadelphia Trust Company
Pennsylvania
$5.52M
FNT
683
First Nebraska Trust
Nebraska
$5.51M
BG
684
BDF Gestion
France
$5.51M
NC
685
NZS Capital
Colorado
$5.5M
NAAA
686
New Age Alpha Advisors
New York
$5.49M
OAM
687
Occidental Asset Management
California
$5.43M
BT
688
Banque Transatlantique
France
$5.41M
William Blair Investment Management
689
William Blair Investment Management
Illinois
$5.41M
BIG
690
Brooklyn Investment Group
New York
$5.41M
Balyasny Asset Management
691
Balyasny Asset Management
Illinois
$5.41M
GT
692
Glenview Trust
Kentucky
$5.41M
CG
693
Caprock Group
Idaho
$5.35M
NB
694
Nicolet Bankshares
Wisconsin
$5.31M
Parallax Volatility Advisers
695
Parallax Volatility Advisers
California
$5.31M
JLBC
696
J.L. Bainbridge & Co
Florida
$5.29M
CFO
697
Callan Family Office
Pennsylvania
$5.24M
VCM
698
Vision Capital Management
Oregon
$5.23M
RP
699
Regal Partners
Australia
$5.23M
SWP
700
Stratos Wealth Partners
Ohio
$5.21M