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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
SS
1476
Sunbelt Securities
Texas
$819K
CS
1477
Crescent Sterling
Louisiana
$818K
MDA
1478
Minot DeBlois Advisors
Massachusetts
$818K
VDC
1479
Van Diest Capital
Iowa
$815K
BWP
1480
BSW Wealth Partners
Colorado
$815K
BHC
1481
Bull Harbor Capital
Maryland
$814K
SW
1482
SVB Wealth
Massachusetts
$813K
YDMI
1483
Y.D. More Investments
Israel
$809K
V
1484
VeraBank
Texas
$807K
CRWM
1485
Castle Rock Wealth Management
California
$805K
Financial Engines Advisors
1486
Financial Engines Advisors
California
$803K
IAIM
1487
International Assets Investment Management
Florida
$801K
HTI
1488
Hikari Tsushin Inc
Japan
$801K
WFA
1489
WJ Financial Advisors
Connecticut
$800K
WF
1490
WinCap Financial
Massachusetts
$799K
BB
1491
Berkshire Bank
Massachusetts
$799K
SFG
1492
Shum Financial Group
California
$796K
TPW
1493
Talon Private Wealth
Florida
$795K
TCM
1494
Tuttle Capital Management
Connecticut
$794K
RI
1495
Ridgewood Investments
New Jersey
$794K
CCA
1496
Corps Capital Advisors
Texas
$793K
ESB
1497
Essex Savings Bank
Connecticut
$791K
PA
1498
Probity Advisors
Texas
$787K
SC
1499
Sierra Capital
Florida
$786K
SFA
1500
Souders Financial Advisors
Ohio
$785K