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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
CWM
1151
Chemistry Wealth Management
New York
$1.51M
HWAM
1152
Hennion & Walsh Asset Management
New Jersey
$1.51M
HW
1153
Hancock Whitney
Mississippi
$1.51M
KA
1154
KLCM Advisors
Wisconsin
$1.51M
PL
1155
PeakShares LLC
Florida
$1.51M
AC
1156
Avestar Capital
New York
$1.51M
HCM
1157
Howard Capital Management
Georgia
$1.5M
APP
1158
Avantax Planning Partners
Iowa
$1.49M
BPMC
1159
Buckland Partners Management Co
New York
$1.48M
JBC
1160
Jefferson Bridge Capital
Tennessee
$1.48M
TCA
1161
Transcend Capital Advisors
New Jersey
$1.47M
FHA
1162
Flagship Harbor Advisors
Massachusetts
$1.47M
MYAM
1163
Meiji Yasuda Asset Management
Japan
$1.47M
CCM
1164
Chiron Capital Management
Florida
$1.47M
ANTB
1165
AMG National Trust Bank
Colorado
$1.47M
SWA
1166
Sax Wealth Advisors
New Jersey
$1.46M
GEA
1167
Glen Eagle Advisors
New Jersey
$1.46M
RSWM
1168
Robertson Stephens Wealth Management
California
$1.46M
TSW
1169
Three Seasons Wealth
Utah
$1.46M
NW
1170
Naviter Wealth
Arkansas
$1.46M
TFS
1171
Thoroughbred Financial Services
Tennessee
$1.45M
AA
1172
Ahara Advisors
New Jersey
$1.45M
KTM
1173
Keeler Thomas Management
Utah
$1.44M
BIA
1174
Beacon Investment Advisors
Maryland
$1.44M
BAM
1175
Boyar Asset Management
New York
$1.44M