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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
NRS
1201
Neville Rodie & Shaw
New York
$1.36M
KIA
1202
KCM Investment Advisors
California
$1.34M
FCP
1203
Fidelis Capital Partners
Florida
$1.34M
DC
1204
DeDora Capital
California
$1.34M
CA
1205
CSM Advisors
Pennsylvania
$1.34M
JSSH
1206
J. Safra Sarasin Holding
$1.34M
CA
1207
Continuum Advisory
Idaho
$1.33M
OAM
1208
Ostrum Asset Management
France
$1.33M
QI
1209
Qtron Investments
Massachusetts
$1.33M
GPWM
1210
Grant Private Wealth Management
California
$1.33M
OIS
1211
Okabena Investment Services
Minnesota
$1.32M
TAP
1212
Tounjian Advisory Partners
Florida
$1.32M
Koshinski Asset Management
1213
Koshinski Asset Management
Illinois
$1.31M
TAM
1214
Tealwood Asset Management
Minnesota
$1.31M
CCG
1215
Ceeto Capital Group
Florida
$1.31M
MCM
1216
Mainstay Capital Management
Michigan
$1.31M
I
1217
INVST
Indiana
$1.31M
CPIA
1218
Cornell Pochily Investment Advisors
New York
$1.3M
ATS
1219
Ashton Thomas Securities
New York
$1.3M
AFWM
1220
Arta Finance Wealth Management
California
$1.3M
WF
1221
Welch & Forbes
Massachusetts
$1.3M
AA
1222
Argent Advisors
Louisiana
$1.3M
PPW
1223
Parcion Private Wealth
Washington
$1.3M
CCA
1224
Childress Capital Advisors
Texas
$1.3M
CIM
1225
Cambria Investment Management
California
$1.3M