We are live on ! Find out more
CRM icon

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
SAI
951
Savvy Advisors Inc
New York
$2.53M
CWP
952
Concord Wealth Partners
Virginia
$2.53M
MWM
953
Mission Wealth Management
California
$2.53M
KRS
954
Kentucky Retirement Systems
Kentucky
$2.53M
LW
955
Linscomb Wealth
Texas
$2.53M
SCP
956
Sandhill Capital Partners
New York
$2.52M
LWANC
957
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.51M
ZF
958
Zhang Financial
Michigan
$2.51M
IWM
959
IHT Wealth Management
Illinois
$2.51M
WP
960
WealthShield Partners
North Carolina
$2.5M
NPT
961
Nixon Peabody Trust
Massachusetts
$2.5M
GIA
962
Gladstone Institutional Advisory
Florida
$2.49M
HAG
963
HighPoint Advisor Group
Illinois
$2.48M
CW
964
CreativeOne Wealth
Kansas
$2.47M
QT
965
Quantbot Technologies
New York
$2.47M
RCA
966
Resonant Capital Advisors
Wisconsin
$2.46M
FRA
967
Frank Rimerman Advisors
California
$2.46M
RA
968
RFG Advisory
Alabama
$2.46M
GCM
969
GKV Capital Management
California
$2.46M
CIA
970
Cohen Investment Advisors
New Hampshire
$2.45M
LCM
971
LVM Capital Management
Michigan
$2.45M
HAS
972
HBW Advisory Services
California
$2.44M
CAMV
973
Concord Asset Management (Virginia)
Virginia
$2.44M
KOCAA
974
Knights of Columbus Asset Advisors
Connecticut
$2.44M
FDP
975
Financiere des Professionnels
Quebec, Canada
$2.43M