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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
FWA
1126
FOCUS Wealth Advisors
Texas
$1.61M
AMCA
1127
Arthur M. Cohen & Associates
Illinois
$1.6M
TPA
1128
Trivium Point Advisory
Connecticut
$1.6M
BRWA
1129
B. Riley Wealth Advisors
Florida
$1.6M
CFA
1130
Collaborative Fund Advisors
Nevada
$1.59M
SCM
1131
SCS Capital Management
Massachusetts
$1.58M
CA
1132
Cullinan Associates
Kentucky
$1.58M
HI
1133
Harbour Investments
Wisconsin
$1.57M
AIP
1134
Ameritas Investment Partners
Nebraska
$1.57M
OGF
1135
Orin Green Financial
California
$1.56M
SAM
1136
Steinberg Asset Management
New York
$1.56M
PWM
1137
Power Wealth Management
Georgia
$1.56M
DFC
1138
DB Fitzpatrick & Co
Idaho
$1.55M
AWA
1139
Aaron Wealth Advisors
Illinois
$1.55M
HS
1140
HighVista Strategies
Massachusetts
$1.55M
WR
1141
WD Rutherford
Oregon
$1.55M
JGUA
1142
John G. Ullman & Associates
New York
$1.55M
AWP
1143
Abacus Wealth Partners
California
$1.54M
VWM
1144
VCI Wealth Management
Missouri
$1.54M
UB
1145
Umpqua Bank
Oregon
$1.54M
BCM
1146
Bridgeway Capital Management
Texas
$1.54M
BRG
1147
Bay Rivers Group
Virginia
$1.53M
SCP
1148
Sivia Capital Partners
California
$1.52M
CAM
1149
Cozad Asset Management
Illinois
$1.52M
CFP
1150
Catalyst Financial Partners
Massachusetts
$1.51M