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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
WIM
1176
Wiregrass Investment Management
Georgia
$1.43M
IB
1177
Intrust Bank
Kansas
$1.43M
TCWA
1178
Turtle Creek Wealth Advisors
Texas
$1.43M
IAN
1179
Integrated Advisors Network
Texas
$1.43M
AOWM
1180
Asset One Wealth Management
Washington
$1.43M
BMCM
1181
Bryn Mawr Capital Management
Pennsylvania
$1.42M
LFG
1182
Larson Financial Group
Missouri
$1.42M
PA
1183
Procyon Advisors
Connecticut
$1.41M
FAM
1184
Fulcrum Asset Management
United Kingdom
$1.41M
AB
1185
Atlas Brown
Kentucky
$1.4M
CF
1186
Convergence Financial
Missouri
$1.4M
AWM
1187
Axxcess Wealth Management
California
$1.4M
KTC
1188
Kentucky Trust Company
Kentucky
$1.4M
GDCM
1189
Galaxy Digital Capital Management
New York
$1.4M
DBG
1190
De Burlo Group
Massachusetts
$1.39M
GAB
1191
German American Bancorp
Indiana
$1.39M
EWM
1192
Elmwood Wealth Management
California
$1.39M
OL
1193
Odyssean LLC
Connecticut
$1.39M
CRIG
1194
Charter Research & Investment Group
Connecticut
$1.39M
FNT
1195
First National Trust
Pennsylvania
$1.38M
NEI
1196
Northwest & Ethical Investments
Ontario, Canada
$1.38M
SIP
1197
Stoneridge Investment Partners
Pennsylvania
$1.37M
GWP
1198
Gen-Wealth Partners
Michigan
$1.37M
BWM
1199
BigSur Wealth Management
Florida
$1.36M
BCM
1200
BTC Capital Management
Iowa
$1.36M