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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
WSFS
726
Wilmington Savings Fund Society
Delaware
$4.82M
DJSG
727
D.J. St. Germain
Massachusetts
$4.81M
EFM
728
E Fund Management
China
$4.81M
MIM
729
Morningstar Investment Management
Illinois
$4.79M
RWM
730
Revisor Wealth Management
Ohio
$4.78M
Nomura Holdings
731
Nomura Holdings
Japan
$4.76M
SAM
732
Securian Asset Management
Minnesota
$4.74M
NC
733
Nightview Capital
Texas
$4.73M
MYIA
734
Mount Yale Investment Advisors
Colorado
$4.72M
RDWM
735
Red Door Wealth Management
Tennessee
$4.72M
WT
736
Whittier Trust
California
$4.71M
DGM
737
Delta Global Management
New York
$4.69M
CCM
738
Cohen Capital Management
California
$4.66M
PAM
739
Pegasus Asset Management
New York
$4.66M
Squarepoint
740
Squarepoint
New York
$4.65M
PEAK6
741
PEAK6
Illinois
$4.65M
GF
742
Goodman Financial
Texas
$4.64M
ST
743
Spinnaker Trust
Maine
$4.64M
QPWM
744
Quadrant Private Wealth Management
Pennsylvania
$4.64M
EWM
745
Evercore Wealth Management
New York
$4.61M
PTB
746
Pioneer Trust Bank
Oregon
$4.6M
MB
747
MidFirst Bank
Oklahoma
$4.59M
KRSITF
748
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.59M
TGIA
749
Torrey Growth & Income Advisors
California
$4.56M
EIA
750
Eastover Investment Advisors
North Carolina
$4.56M