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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
CIA
1451
Cape Investment Advisory
Georgia
$860K
CCG
1452
Cypress Capital Group
Florida
$858K
TCPW
1453
Twin City Private Wealth
North Carolina
$856K
MG
1454
Mather Group
Illinois
$856K
T. Rowe Price Investment Management
1455
T. Rowe Price Investment Management
Maryland
$854K
KFI
1456
Key Financial Inc
Pennsylvania
$853K
MC
1457
Matters Capital
Florida
$849K
PIM
1458
Penobscot Investment Management
Massachusetts
$849K
DA
1459
Doliver Advisors
Texas
$848K
ACM
1460
Allred Capital Management
Texas
$847K
MLL
1461
Moody Lynn & Lieberson
Massachusetts
$842K
FFG
1462
Fiduciary Financial Group
California
$842K
BB
1463
Bell Bank
North Dakota
$841K
AAS
1464
Ameritas Advisory Services
Nebraska
$841K
KAM
1465
Karani Asset Management
New York
$836K
BF
1466
bLong Financial
Tennessee
$831K
SWM
1467
Spire Wealth Management
Virginia
$829K
LWL
1468
Leo Wealth LLC
Texas
$828K
NA
1469
Navellier & Associates
Nevada
$825K
RCAG
1470
Rehmann Capital Advisory Group
Michigan
$825K
NF
1471
Nvest Financial
New Hampshire
$825K
NPT
1472
National Philanthropic Trust
Pennsylvania
$825K
AFO
1473
Arrowroot Family Office
California
$825K
TAFW
1474
Tred Avon Family Wealth
Maryland
$824K
CIAS
1475
Capital Investment Advisory Services
North Carolina
$819K