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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
AP
1001
Advisors Preferred
Maryland
$2.22M
KLWA
1002
Kelly Lawrence W & Associates
California
$2.22M
NHT
1003
New Hampshire Trust
New Hampshire
$2.22M
KAS
1004
KPP Advisory Services
Kentucky
$2.2M
OIMU
1005
Osmosis Investment Management UK
United Kingdom
$2.19M
AI
1006
AXS Investments
New York
$2.19M
TCIIS
1007
TIAA-CREF Individual & Institutional Services
New York
$2.19M
GI
1008
GS Investments
Minnesota
$2.18M
GGI
1009
GPM Growth Investors
Michigan
$2.18M
CFM
1010
Catalyst Funds Management
Australia
$2.18M
VT
1011
Volterra Technologies
New York
$2.16M
PAS
1012
Parsonex Advisory Services
Colorado
$2.16M
IBOK
1013
Independence Bank of Kentucky
Kentucky
$2.16M
AL
1014
Aspiriant LLC
California
$2.15M
GIM
1015
Generali Investments Management
Slovenia
$2.15M
HIP
1016
Harrell Investment Partners
Texas
$2.15M
BTD
1017
BankPlus Trust Department
Mississippi
$2.14M
HPCM
1018
Hunter Perkins Capital Management
Illinois
$2.14M
MHS
1019
M Holdings Securities
Oregon
$2.13M
AF
1020
Atala Financial
California
$2.13M
LFA
1021
Legacy Financial Advisors
Kentucky
$2.12M
JCM
1022
Jacobi Capital Management
Pennsylvania
$2.12M
NCM
1023
Next Capital Management
New York
$2.12M
BWG
1024
Boomfish Wealth Group
Georgia
$2.11M
ALAM
1025
Asahi Life Asset Management
Japan
$2.11M