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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
GIC
901
Generali Investments CEE
Czech Republic
$2.88M
KFA
902
Krane Funds Advisors
New York
$2.87M
LWM
903
Lyell Wealth Management
California
$2.87M
WTC
904
WhitTier Trust Company
Nevada
$2.86M
MCB
905
Morton Community Bank
Illinois
$2.85M
WAOTB
906
Wealth Advisors of Tampa Bay
Florida
$2.85M
JWCA
907
J.W. Cole Advisors
Florida
$2.84M
BL
908
BFSG LLC
California
$2.84M
PCIG
909
Partners Capital Investment Group
Massachusetts
$2.83M
MIC
910
Means Investment Company
Maine
$2.82M
IIA
911
IPG Investment Advisors
California
$2.82M
ACM
912
Aquatic Capital Management
Illinois
$2.82M
LPT
913
Legacy Private Trust
Wisconsin
$2.8M
CA
914
CGN Advisors
Kansas
$2.79M
GI
915
GAMMA Investing
California
$2.78M
B
916
Bailard
California
$2.77M
LNB
917
Ledyard National Bank
$2.77M
PWP
918
Private Wealth Partners
California
$2.76M
SDIC
919
South Dakota Investment Council
South Dakota
$2.76M
FLPIM
920
F.L. Putnam Investment Management
Massachusetts
$2.75M
MHC
921
Meyer Handelman Company
New York
$2.75M
SAM
922
Shikiar Asset Management
New York
$2.75M
WWM
923
Western Wealth Management
Colorado
$2.74M
OIA
924
OneDigital Investment Advisors
Kansas
$2.73M
WHG
925
Westwood Holdings Group
Texas
$2.73M