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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
BTI
1076
Blue Trust Inc
Georgia
$1.85M
RT
1077
Rockland Trust
Massachusetts
$1.84M
VWM
1078
Venturi Wealth Management
Texas
$1.84M
AAP
1079
Arax Advisory Partners
Colorado
$1.83M
PH
1080
Pinnacle Holdings
Oklahoma
$1.82M
DWM
1081
Dakota Wealth Management
Florida
$1.8M
RB
1082
Rodgers Brothers
Pennsylvania
$1.8M
MGIA
1083
Moneta Group Investment Advisors
Missouri
$1.8M
TF
1084
TLWM Financial
Texas
$1.79M
PDL
1085
Portfolio Design Labs
California
$1.79M
MNBTD
1086
Moody National Bank Trust Division
Texas
$1.79M
WIM
1087
Westside Investment Management
California
$1.79M
SMH
1088
Sanders Morris Harris
Texas
$1.78M
TIA
1089
Tiemann Investment Advisors
California
$1.78M
JSW
1090
Journey Strategic Wealth
New Jersey
$1.77M
CFFP
1091
Center for Financial Planning
Michigan
$1.77M
CWAG
1092
Compton Wealth Advisory Group
Virginia
$1.77M
VNA
1093
Valley National Advisers
Pennsylvania
$1.76M
RWC
1094
Rare Wolf Capital
Washington
$1.76M
SIM
1095
SWP Investment Management
Ohio
$1.76M
HAG
1096
HF Advisory Group
Maryland
$1.76M
USCWA
1097
U.S. Capital Wealth Advisors
Texas
$1.75M
MPPLM
1098
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.74M
COI
1099
Connable Office Inc
Michigan
$1.74M
EFG
1100
Elevated Financial Group
Indiana
$1.74M