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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
MWM
701
Moran Wealth Management
Florida
$5.19M
MWM
702
Meridian Wealth Management
Kentucky
$5.19M
FFP
703
FourThought Financial Partners
Florida
$5.12M
1M
704
1248 Management
Missouri
$5.12M
PAS
705
Park Avenue Securities
New York
$5.1M
KIA
706
Knollwood Investment Advisory
Maryland
$5.1M
SFI
707
Siemens Fonds Invest
Germany
$5.07M
BB
708
Busey Bank
Illinois
$5.07M
SHGA
709
Sand Hill Global Advisors
California
$5.06M
NDSIB
710
North Dakota State Investment Board
North Dakota
$5.05M
SWA
711
SFMG Wealth Advisors
Texas
$5.05M
CK
712
Cohen Klingenstein
New York
$5.04M
AFG
713
American Financial Group
Ohio
$5.04M
TCA
714
Trifecta Capital Advisors
Illinois
$5.01M
AIM
715
Allen Investment Management
New York
$4.98M
TVPW
716
Third View Private Wealth
Connecticut
$4.98M
RWM
717
RBA Wealth Management
California
$4.97M
LGF
718
LGT Group Foundation
Liechtenstein
$4.93M
HCM
719
Hudson Capital Management
New Jersey
$4.92M
VI
720
Vestcor Inc
New Brunswick, Canada
$4.88M
CL
721
Choreo LLC
Illinois
$4.87M
DRS
722
Deane Retirement Strategies
Louisiana
$4.87M
PT
723
Plimoth Trust
Massachusetts
$4.85M
MSA
724
MUFG Securities Americas
New York
$4.84M
GM
725
GeoWealth Management
Illinois
$4.84M