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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
VFA
801
Valeo Financial Advisors
Indiana
$3.82M
BHWM
802
Bar Harbor Wealth Management
New Hampshire
$3.8M
LTAS
803
Linden Thomas Advisory Services
North Carolina
$3.78M
AWA
804
Acumen Wealth Advisors
Tennessee
$3.78M
PFU
805
Parus Finance (UK)
United Kingdom
$3.77M
CCA
806
Checchi Capital Advisers
California
$3.76M
RCM
807
RB Capital Management
Nevada
$3.76M
ACM
808
Alight Capital Management
New York
$3.73M
NAMM
809
NorthStar Asset Management (Massachusetts)
Massachusetts
$3.72M
CIG
810
Consolidated Investment Group
Colorado
$3.72M
CHAM
811
Clear Harbor Asset Management
Connecticut
$3.71M
BIAS
812
Beacon Investment Advisory Services
New Jersey
$3.7M
PIA
813
Petredis Investment Advisors
Pennsylvania
$3.67M
AG
814
Ascent Group
Virginia
$3.66M
GSEP
815
Golden State Equity Partners
California
$3.64M
MW
816
Maia Wealth
Colorado
$3.63M
NGA
817
Naples Global Advisors
Florida
$3.62M
DAS
818
Dynamic Advisor Solutions
Arizona
$3.62M
CCWM
819
Correct Capital Wealth Management
Missouri
$3.61M
ISB
820
Iowa State Bank
Iowa
$3.61M
SC
821
Sawyer & Company
Massachusetts
$3.58M
SC
822
Savant Capital
Illinois
$3.58M
GWM
823
Gibbs Wealth Management
Georgia
$3.57M
AUB
824
Atlantic Union Bankshares
Virginia
$3.56M
SWM
825
Selective Wealth Management
Virginia
$3.56M