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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
SIC
1276
Sterling Investment Counsel
New York
$1.18M
SFP
1277
Shepherd Financial Partners
Massachusetts
$1.18M
C
1278
Certuity
Florida
$1.17M
SIA
1279
Soltis Investment Advisors
Utah
$1.17M
FMB
1280
Field & Main Bank
Kentucky
$1.17M
ATWA
1281
Arbor Trust Wealth Advisors
Michigan
$1.17M
MCC
1282
Malaga Cove Capital
California
$1.17M
BAM
1283
Beaumont Asset Management
Texas
$1.16M
ADL
1284
Asset Dedication LLC
California
$1.16M
AAM
1285
Augustine Asset Management
Florida
$1.16M
CWM
1286
Castle Wealth Management
Florida
$1.15M
CP
1287
Canopy Partners
Ohio
$1.15M
CIA
1288
Choate Investment Advisors
Massachusetts
$1.15M
WA
1289
Waddell & Associates
Tennessee
$1.15M
NFG
1290
Northbridge Financial Group
Florida
$1.14M
CFA
1291
Churchill Financial Advisors
Kentucky
$1.14M
HH
1292
Hilltop Holdings
Texas
$1.14M
AIM
1293
ARK Investment Management
Florida
$1.13M
IEFM
1294
IQ EQ Fund Management
Ireland
$1.13M
PCM
1295
Pincus Capital Management
New York
$1.13M
RH
1296
RFG Holdings
Texas
$1.13M
PAM
1297
Paradigm Asset Management
New York
$1.13M
IAS
1298
IMA Advisory Services
Colorado
$1.13M
CNBT
1299
Cornerstone National Bank & Trust
Illinois
$1.12M
CF
1300
CDC Financial
Illinois
$1.12M