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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
AHC
751
Adell Harriman & Carpenter
Texas
$4.56M
VST
752
Van Strum & Towne
California
$4.55M
FIB
753
First Interstate Bank
Montana
$4.53M
VSQM
754
V-Square Quantitative Management
Illinois
$4.53M
DC
755
Davenport & Co
Virginia
$4.52M
CI
756
Conning Inc
Connecticut
$4.52M
LDB
757
Lee, Danner & Bass
Tennessee
$4.51M
EPIM
758
Evelyn Partners Investment Management
$4.5M
EFMC
759
Empire Financial Management Company
New York
$4.45M
MM
760
Meridian Management
Arkansas
$4.37M
MWM
761
Modera Wealth Management
New Jersey
$4.37M
ATPW
762
Ashton Thomas Private Wealth
Arizona
$4.36M
LP
763
LMR Partners
United Kingdom
$4.35M
SAM
764
SP Asset Management
California
$4.34M
CA
765
Callahan Advisors
Texas
$4.3M
JF
766
Jericho Financial
Ohio
$4.28M
CCMG
767
Clark Capital Management Group
Pennsylvania
$4.28M
WI
768
Wahed Invest
New York
$4.27M
WB
769
Webster Bank
Connecticut
$4.27M
IAA
770
Independent Advisor Alliance
North Carolina
$4.27M
DT
771
DV Trading
Illinois
$4.26M
VAS
772
Vestmark Advisory Solutions
Massachusetts
$4.25M
IIC
773
Ironwood Investment Counsel
Arizona
$4.24M
LT
774
Legacy Trust
Michigan
$4.23M
SW
775
SteelPeak Wealth
California
$4.19M