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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
BAM
1301
Bosun Asset Management
Illinois
$1.11M
PWCM
1302
Processus Wealth & Capital Management
Tennessee
$1.11M
PCMU
1303
Paragon Capital Management (Utah)
Utah
$1.11M
AB
1304
ANB Bank
Colorado
$1.11M
EFG
1305
Embree Financial Group
Illinois
$1.11M
PTC
1306
Private Trust Company
Ohio
$1.11M
LCAM
1307
London & Capital Asset Management
United Kingdom
$1.11M
TPWA
1308
TRUE Private Wealth Advisors
Oregon
$1.11M
SFM
1309
Signet Financial Management
New Jersey
$1.11M
CB
1310
CNB Bank
Pennsylvania
$1.1M
PBT
1311
Pictet Bank & Trust
Bahamas
$1.1M
KMWM
1312
Keudell/Morrison Wealth Management
Oregon
$1.1M
TC
1313
Trust Company
Kansas
$1.1M
CCG
1314
Coastwise Capital Group
California
$1.1M
B
1315
Birchbrook
Maine
$1.09M
AWA
1316
ARQ Wealth Advisors
Arizona
$1.09M
NS
1317
NBC Securities
Alabama
$1.09M
OHWP
1318
Oak Harbor Wealth Partners
North Carolina
$1.09M
HBT
1319
Heartland Bank & Trust
Illinois
$1.08M
CWS
1320
Confluence Wealth Services
Pennsylvania
$1.08M
TCPG
1321
Trivant Custom Portfolio Group
California
$1.08M
TFGT
1322
TS Financial Group (TSFG)
Illinois
$1.08M
IWA
1323
Icon Wealth Advisors
Texas
$1.07M
SVWAG
1324
Sound View Wealth Advisors Group
Georgia
$1.07M
OFS
1325
Orrstown Financial Services
Pennsylvania
$1.07M