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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
EI
1251
Ellevest Inc
New York
$1.23M
DIA
1252
Dana Investment Advisors
Wisconsin
$1.22M
PAI
1253
Pittenger & Anderson Inc
Nebraska
$1.22M
EDRH
1254
Edmond de Rothschild Holding
Switzerland
$1.22M
NL
1255
Navalign LLC
California
$1.22M
BHIA
1256
Birch Hill Investment Advisors
Massachusetts
$1.21M
COCM
1257
Charter Oak Capital Management
New Hampshire
$1.21M
NA
1258
Nautilus Advisors
California
$1.21M
AGWCA
1259
Annis Gardner Whiting Capital Advisors
Florida
$1.21M
HC
1260
Hourglass Capital
Texas
$1.2M
EFG
1261
Everhart Financial Group
Ohio
$1.2M
SACTSONJ
1262
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.2M
PE
1263
PCM Encore
Colorado
$1.2M
1W
1264
1776 Wealth
Georgia
$1.2M
NG
1265
Northstar Group
New York
$1.2M
LFS
1266
Littlejohn Financial Services
Oregon
$1.2M
PNAA
1267
Pictet North America Advisors
Switzerland
$1.19M
GIPW
1268
Granite Islands Private Wealth
Connecticut
$1.19M
SGI
1269
Summit Global Investments
Utah
$1.19M
GBT
1270
Grove Bank & Trust
Florida
$1.19M
KF
1271
Krilogy Financial
Missouri
$1.18M
PMA
1272
Prudent Man Advisors
Illinois
$1.18M
AWE
1273
Avidian Wealth Enterprises
Texas
$1.18M
BI
1274
Ballast Inc
Kentucky
$1.18M
AIM
1275
Anchor Investment Management
South Carolina
$1.18M