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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
IIM
1401
Ironwood Investment Management
Massachusetts
$932K
MIA
1402
MainStreet Investment Advisors
Illinois
$931K
RAM
1403
Ramirez Asset Management
New York
$930K
BHCM
1404
Brevan Howard Capital Management
Jersey
$929K
LCM
1405
Lazari Capital Management
California
$928K
CWP
1406
Curated Wealth Partners
California
$927K
TYCC
1407
Texas Yale Capital Corp
Florida
$926K
MPWS
1408
McCarter Private Wealth Services
Massachusetts
$926K
GIP
1409
Granite Investment Partners
California
$925K
SC
1410
Sapient Capital
Indiana
$923K
JFGIW
1411
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$923K
AWM
1412
Arista Wealth Management
Nevada
$923K
UIM
1413
Unified Investment Management
Georgia
$923K
RIL
1414
Rothschild Investment LLC
Illinois
$921K
BFIM
1415
Beese Fulmer Investment Management
Ohio
$920K
BLC
1416
Brown, Lisle/Cummings
Rhode Island
$920K
MFP
1417
Meridian Financial Partners
Virginia
$919K
LAM
1418
L2 Asset Management
Massachusetts
$917K
ACA
1419
American Capital Advisory
Idaho
$916K
EB
1420
Eastern Bank
Massachusetts
$916K
Two Sigma Investments
1421
Two Sigma Investments
New York
$916K
AP
1422
Americana Partners
Texas
$915K
BAM
1423
Belpointe Asset Management
Nevada
$913K
RB
1424
Renasant Bank
Mississippi
$912K
GKWIM
1425
Gerber Kawasaki Wealth & Investment Management
California
$909K