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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
MCM
1051
Monarch Capital Management
Indiana
$2M
DFG
1052
Demars Financial Group
Washington
$1.99M
KCM
1053
Kornitzer Capital Management
Kansas
$1.99M
CCP
1054
Clarkston Capital Partners
Michigan
$1.99M
TAM
1055
Trust Asset Management
Texas
$1.99M
MTIC
1056
Missouri Trust & Investment Company
Missouri
$1.98M
OFS
1057
OMC Financial Services
New York
$1.97M
CFCI
1058
Comprehensive Financial Consultants Institutional
Indiana
$1.97M
FB
1059
Fulton Bank
Pennsylvania
$1.96M
TF
1060
Trek Financial
Arizona
$1.95M
ES
1061
Eagle Strategies
New York
$1.95M
RC
1062
Roundview Capital
New Jersey
$1.94M
JKA
1063
Jones Kertz & Associates
Minnesota
$1.94M
FNFDCM
1064
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.92M
BSB
1065
Bangor Savings Bank
Maine
$1.91M
SWM
1066
Sculati Wealth Management
Michigan
$1.9M
SAM
1067
Stansberry Asset Management
Texas
$1.9M
FCB
1068
First County Bank
Connecticut
$1.9M
CWMK
1069
Caliber Wealth Management (Kansas)
Kansas
$1.9M
CA
1070
Cache Advisors
California
$1.89M
AFC
1071
AFT Forsyth & Company
Florida
$1.87M
JPWM
1072
Jamison Private Wealth Management
Georgia
$1.87M
KSCM
1073
Kamunting Street Capital Management
Florida
$1.87M
CP
1074
Cumberland Partners
Ontario, Canada
$1.87M
SC
1075
Syon Capital
California
$1.86M