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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
VA
1501
Valmark Advisers
Ohio
$785K
HIA
1502
Harbor Investment Advisory
Maryland
$785K
PNFS
1503
PW Nova Financial Services
Pennsylvania
$784K
TW
1504
Tempo Wealth
Ohio
$782K
CWA
1505
Crux Wealth Advisors
California
$781K
MA
1506
MONECO Advisors
Connecticut
$780K
RBFC
1507
Roman Butler Fullerton & Co
Missouri
$779K
TC
1508
TownSquare Capital
Utah
$776K
FI
1509
FinArc Investments
Massachusetts
$773K
CNTOF
1510
Canandaigua National Trust of Florida
New York
$769K
BF
1511
Brucke Financial
Indiana
$767K
DP
1512
Dearborn Partners
Illinois
$767K
JFA
1513
JNBA Financial Advisors
Minnesota
$766K
SGAM
1514
Smith Group Asset Management
Texas
$766K
GWANC
1515
Guardian Wealth Advisors (North Carolina)
North Carolina
$764K
HHCP
1516
Hilton Head Capital Partners
South Carolina
$763K
ECA
1517
Elevated Capital Advisors
Utah
$763K
FCM
1518
Fire Capital Management
California
$763K
ZBNA
1519
Zions Bancorporation, National Association
Utah
$763K
AF
1520
Aldebaran Financial
$762K
EB
1521
Emprise Bank
Kansas
$760K
FNB
1522
Farmers National Bank
Kentucky
$758K
MCA
1523
Magnolia Capital Advisors
Mississippi
$755K
CFMC
1524
Curbstone Financial Management Corp
New Hampshire
$753K
BIM
1525
Bridges Investment Management
Nebraska
$753K