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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
SPC
851
Sigma Planning Corp
Michigan
$3.24M
GMA
852
Glassy Mountain Advisors
Maryland
$3.24M
GIA
853
Gateway Investment Advisers
Ohio
$3.23M
PWG
854
Portside Wealth Group
Utah
$3.23M
Capstone Investment Advisors
855
Capstone Investment Advisors
New York
$3.2M
HZ
856
Hixon Zuercher
Ohio
$3.18M
SC
857
Sepio Capital
Utah
$3.18M
ITC
858
Inspire Trust Company
Nevada
$3.18M
SWP
859
Sagespring Wealth Partners
Tennessee
$3.17M
KC
860
Kepler Cheuvreux
$3.17M
JHCP
861
Jackson Hole Capital Partners
Oklahoma
$3.17M
PWS
862
Peloton Wealth Strategists
Indiana
$3.17M
MA
863
Modus Advisors
Minnesota
$3.17M
PF
864
Phoenix Financial
Israel
$3.16M
IFWM
865
Institute for Wealth Management
Colorado
$3.15M
QIM
866
Quantitative Investment Management
Virginia
$3.13M
BFS
867
Bradley Foster & Sargent
Connecticut
$3.1M
OL
868
Optas LLC
Texas
$3.1M
WMA
869
West Michigan Advisors
Michigan
$3.09M
NB
870
NBT Bank
New York
$3.09M
GIS
871
Graphene Investments SAS
France
$3.08M
Boston Partners
872
Boston Partners
Massachusetts
$3.08M
PVI
873
Pine Valley Investments
New Jersey
$3.07M
MMA
874
Miracle Mile Advisors
California
$3.07M
WPC
875
Wedmont Private Capital
Pennsylvania
$3.07M