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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
GWM
826
Geneos Wealth Management
Colorado
$3.54M
FTWA
827
Fifth Third Wealth Advisors
Ohio
$3.52M
WPP
828
Whalerock Point Partners
Rhode Island
$3.52M
CRC
829
Curi RMB Capital
Illinois
$3.52M
AG
830
AlTi Global
New York
$3.52M
MWM
831
Marion Wealth Management
Pennsylvania
$3.47M
SS
832
SBI Securities
Japan
$3.46M
CC
833
Courier Capital
New York
$3.46M
RWA
834
Roberts Wealth Advisors
California
$3.43M
HA
835
Huntleigh Advisors
Missouri
$3.43M
AWM
836
Avior Wealth Management
Nebraska
$3.4M
BP
837
Ballentine Partners
Massachusetts
$3.39M
HWM
838
Hohimer Wealth Management
Washington
$3.39M
VIA
839
Vickerman Investment Advisors
Washington
$3.37M
RWP
840
RWA Wealth Partners
Massachusetts
$3.36M
EIM
841
Essex Investment Management
Massachusetts
$3.33M
MAM
842
Milestone Asset Management
Pennsylvania
$3.33M
TE
843
Tema ETFs
New York
$3.31M
SP
844
Sherman Porfolios
Idaho
$3.3M
AFA
845
Arlington Financial Advisors
California
$3.29M
ECM
846
Element Capital Management
New York
$3.27M
EPW
847
Evolve Private Wealth
California
$3.26M
WIC
848
Woodmont Investment Counsel
Tennessee
$3.26M
AF
849
Arrow Financial
New York
$3.25M
CCM
850
Collar Capital Management
Wisconsin
$3.25M