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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
EAM
976
EdenTree Asset Management
United Kingdom
$2.42M
CIA
977
Capital Investment Advisors
Georgia
$2.4M
CP
978
Cornerstone Planning
North Carolina
$2.37M
WAP
979
Wealthcare Advisory Partners
Pennsylvania
$2.37M
CPW
980
Cove Private Wealth
New York
$2.36M
FHC
981
First Horizon Corporation
Tennessee
$2.36M
HHMI
982
Howard Hughes Medical Institute
Maryland
$2.35M
TFIPS
983
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.35M
LI
984
Lafayette Investments
Maryland
$2.34M
JFG
985
Jefferies Financial Group
New York
$2.34M
FPAS
986
Focus Partners Advisor Solutions
Missouri
$2.33M
MP
987
McDonald Partners
Ohio
$2.33M
WAS
988
Winch Advisory Services
Wisconsin
$2.33M
LFG
989
Lazard Frères Gestion
France
$2.32M
CF
990
Centaurus Financial
California
$2.32M
HBT
991
Hills Bank & Trust
Iowa
$2.3M
BWAM
992
Boyd Watterson Asset Management
Ohio
$2.27M
TCM
993
Twin Capital Management
Pennsylvania
$2.27M
WIA
994
Wealthedge Investment Advisors
New York
$2.27M
WIS
995
Wright Investors Service
Connecticut
$2.27M
NSB
996
Norway Savings Bank
Maine
$2.24M
LF
997
LifePlan Financial
Minnesota
$2.24M
PCM
998
Parsons Capital Management
Rhode Island
$2.23M
SA
999
Sovran Advisors
California
$2.23M
GSWM
1000
Greenup Street Wealth Management
Michigan
$2.22M