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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
PIA
1326
Perennial Investment Advisors
California
$1.07M
VWA
1327
Visionary Wealth Advisors
Illinois
$1.07M
APIM
1328
Agate Pass Investment Management
Washington
$1.06M
PFG
1329
Prosperity Financial Group
California
$1.06M
CAL
1330
Capital Analysts LLC
Pennsylvania
$1.06M
BW
1331
BIP Wealth
Georgia
$1.06M
GPA
1332
Guerra Pan Advisors
New Jersey
$1.06M
TBT
1333
Texas Bank & Trust
Texas
$1.04M
UAS
1334
United Asset Strategies
New York
$1.04M
PMG
1335
ProVise Management Group
Florida
$1.04M
JSL
1336
JT Stratford LLC
Georgia
$1.04M
CAM
1337
Carret Asset Management
New York
$1.04M
CWM
1338
Calamos Wealth Management
Illinois
$1.03M
JIC
1339
Joel Isaacson & Co
New York
$1.03M
CIG
1340
Cullen Investment Group
Louisiana
$1.03M
HWMO
1341
Heritage Wealth Management (Ohio)
Ohio
$1.03M
SMTF
1342
Sphera Management Technology Funds
Israel
$1.03M
PWP
1343
Principle Wealth Partners
Connecticut
$1.03M
ISL
1344
Ingalls & Snyder LLC
New York
$1.02M
TTIC
1345
Tower Trust & Investment Company
Iowa
$1.02M
CMI
1346
Clare Market Investments
Texas
$1.02M
SCA
1347
St. Clair Advisors
Ohio
$1.02M
LAI
1348
Legal Advantage Investments
California
$1.02M
TPCW
1349
TD Private Client Wealth
New York
$1.02M
LC
1350
Lavelle Capital
California
$1.01M