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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
SFS
1376
Stiles Financial Services
Minnesota
$969K
RAM
1377
Redmond Asset Management
Virginia
$968K
EWM
1378
Empirical Wealth Management
Washington
$966K
TWA
1379
Tulsa Wealth Advisors
Oklahoma
$966K
AFP
1380
Ausdal Financial Partners
Iowa
$965K
FAFN
1381
First Affirmative Financial Network
Colorado
$965K
NSIM
1382
North Star Investment Management
Illinois
$961K
LCGC
1383
Legacy Capital Group California
California
$961K
AC
1384
Apella Capital
Connecticut
$961K
JMFC
1385
J.M. Forbes & Co
Massachusetts
$959K
PPWM
1386
Paragon Private Wealth Management
Kentucky
$959K
RMAM
1387
Raab & Moskowitz Asset Management
New Jersey
$958K
PA
1388
PFG Advisors
Arizona
$955K
SLI
1389
Sumitomo Life Insurance
Japan
$952K
CNBTD
1390
Citizens National Bank Trust Department
Mississippi
$951K
MYLI
1391
Meiji Yasuda Life Insurance
Japan
$951K
FPL
1392
Fortress Private Ledger
North Carolina
$949K
IIWM
1393
Investment Insight Wealth Management
New York
$947K
KP
1394
Keel Point
Alabama
$946K
PCM
1395
Prelude Capital Management
New York
$942K
SC
1396
Saturna Capital
Washington
$941K
HTHT
1397
Hemenway Trust Hemenway Trust
New Hampshire
$934K
OP
1398
Oslo Pensjonsforsikring
$934K
TS
1399
Triglav Skladi
Slovenia
$933K
AFAS
1400
Acorn Financial Advisory Services
Virginia
$932K