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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
PPC
1351
Park Place Capital
Alabama
$1.01M
WFA
1352
Wellspring Financial Advisors
Ohio
$1.01M
BCM
1353
BluePath Capital Management
Georgia
$1.01M
CWA
1354
Consilium Wealth Advisory
Texas
$1.01M
SRA
1355
Secured Retirement Advisors
Minnesota
$1M
RBA
1356
Richard Bernstein Advisors
New York
$1M
FFWA
1357
FRG Family Wealth Advisors
Washington
$1M
OPTFSNA
1358
Old Point Trust & Financial Services N A
Virginia
$1M
AWM
1359
Aprio Wealth Management
Georgia
$1M
AWM
1360
Angeles Wealth Management
California
$995K
MWM
1361
Modern Wealth Management
Kansas
$993K
DCM
1362
Davidson Capital Management
Texas
$993K
FBFS
1363
First Business Financial Services
Wisconsin
$991K
EW
1364
Elyxium Wealth
California
$989K
MWA
1365
Meridian Wealth Advisors
Texas
$987K
FAMI
1366
Fideuram Asset Management (Ireland)
$986K
SJIM
1367
St. Johns Investment Management
Florida
$983K
CIM
1368
Chapman Investment Management
California
$981K
SFCL
1369
Strengthening Families & Communities LLC
Massachusetts
$980K
AI
1370
Arvest Investments
Arkansas
$979K
FPF
1371
First Pacific Financial
Washington
$974K
EFS
1372
Essex Financial Services
Connecticut
$972K
SEP
1373
Signature Equity Partners
Ohio
$971K
AWMT
1374
AAFMAA Wealth Management & Trust
North Carolina
$970K
JRPIM
1375
Journey Retirement Planning & Investment Management
Idaho
$969K