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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
SIC
926
SFE Investment Counsel
California
$2.72M
RWB
927
RMR Wealth Builders
New Jersey
$2.72M
CM
928
Corvex Management
New York
$2.71M
PWM
929
Palumbo Wealth Management
New York
$2.69M
DWT
930
Dorsey & Whitney Trust
South Dakota
$2.67M
TCOT
931
Trust Company of Toledo
Ohio
$2.64M
AG
932
Advocate Group
Minnesota
$2.63M
CM
933
Capula Management
Cayman Islands
$2.62M
CIA
934
CCM Investment Advisers
South Carolina
$2.62M
NIM
935
Nicollet Investment Management
Minnesota
$2.62M
LJHT
936
Laurie J. Hall Trustee
$2.61M
NP
937
NorthRock Partners
Minnesota
$2.6M
RMC
938
Resources Management Corp
Connecticut
$2.6M
AFG
939
Atomi Financial Group
New York
$2.59M
1WA
940
180 Wealth Advisors
Washington
$2.58M
SC
941
SouthState Corp
Florida
$2.58M
SCM
942
Sterling Capital Management
North Carolina
$2.58M
CT
943
Caldwell Trust
Florida
$2.57M
SLFPAM
944
St. Louis Financial Planners Asset Management
Missouri
$2.57M
CPC
945
CFC Planning Company
Indiana
$2.56M
CBA
946
Coastal Bridge Advisors
Connecticut
$2.56M
MCM
947
MV Capital Management
Maryland
$2.56M
AC
948
AlphaCore Capital
California
$2.56M
BHA
949
Beech Hill Advisors
New York
$2.55M
CB
950
Community Bank
New York
$2.54M