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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
MSR
1226
Main Street Research
Connecticut
$1.29M
SVCP
1227
Silicon Valley Capital Partners
California
$1.29M
BM
1228
Brandywine Managers
Delaware
$1.29M
DA
1229
Dover Advisors
Virginia
$1.29M
CC
1230
Centiva Capital
New York
$1.29M
CFG
1231
Cooper Financial Group
California
$1.28M
RCG
1232
Regatta Capital Group
California
$1.28M
GA
1233
GraniteShares Advisors
New York
$1.28M
KA
1234
Kovack Advisors
Florida
$1.28M
GC
1235
Garde Capital
Washington
$1.27M
OCA
1236
OpenArc Corporate Advisory
Georgia
$1.27M
MFG
1237
Mainsail Financial Group
Washington
$1.26M
TWM
1238
Thrive Wealth Management
Pennsylvania
$1.26M
XT
1239
XTX Topco
Cayman Islands
$1.25M
VFA
1240
Voya Financial Advisors
Connecticut
$1.25M
AWAP
1241
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.25M
AFA
1242
AA Financial Advisors
Ohio
$1.24M
FNA
1243
First National Advisers
Nebraska
$1.24M
FAM
1244
Formidable Asset Management
Ohio
$1.24M
HSA
1245
HBK Sorce Advisory
Pennsylvania
$1.24M
SP
1246
Stablepoint Partners
Massachusetts
$1.24M
MSK
1247
Melissa S. Kampmann
$1.23M
ICP
1248
Interchange Capital Partners
Pennsylvania
$1.23M
CPA
1249
Capital Performance Advisors
California
$1.23M
WBC
1250
Westpac Banking Corp
Australia
$1.23M