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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
SPF
1426
South Plains Financial
Texas
$905K
HT
1427
Heritage Trust
Oklahoma
$904K
BDFN
1428
Bond & Devick Financial Network
Minnesota
$903K
PP
1429
PDS Planning
Ohio
$902K
CAG
1430
Cypress Advisory Group
Arizona
$897K
AA
1431
Advisory Alpha
Michigan
$897K
FG
1432
Fiduciary Group
Georgia
$897K
DFA
1433
Delta Financial Advisors
Louisiana
$889K
CFG
1434
Chapman Financial Group
Hawaii
$886K
BTWM
1435
Baker Tilly Wealth Management
Wisconsin
$885K
KCM
1436
KRS Capital Management
Michigan
$884K
CFD
1437
Creative Financial Designs
Indiana
$884K
BLFG
1438
Brian Low Financial Group
Louisiana
$882K
PL
1439
Perpetual Ltd
Australia
$881K
SF
1440
Symphony Financial
Texas
$881K
SW
1441
Simplicity Wealth
New Jersey
$879K
DS
1442
DRW Securities
Illinois
$878K
WRPWM
1443
Werba Rubin Papier Wealth Management
California
$877K
V
1444
ViaWealth
Kansas
$874K
DWM
1445
Drive Wealth Management
Utah
$872K
CVA
1446
Central Valley Advisors
California
$872K
QWP
1447
Quotient Wealth Partners
Texas
$870K
GITFIT
1448
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$868K
FC
1449
Fairscale Capital
New Hampshire
$864K
LWA
1450
Lineweaver Wealth Advisors
Ohio
$863K