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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
CBT
1526
Central Bank & Trust
Kentucky
$753K
OWP
1527
Obermeyer Wealth Partners
Colorado
$751K
KCFA
1528
Key Client Fiduciary Advisors
New Jersey
$747K
GCM
1529
Geneva Capital Management
Wisconsin
$747K
TVM
1530
True Vision MN
Minnesota
$747K
PWP
1531
Perfromance Wealth Partners
Illinois
$746K
SA
1532
Strategic Advisors
New York
$742K
SIG
1533
Sargent Investment Group
Maryland
$742K
LOIM
1534
Liberty One Investment Management
Illinois
$740K
1SB
1535
1ST Source Bank
Indiana
$736K
VCM
1536
Voleon Capital Management
California
$735K
DCM
1537
Dudley Capital Management
Virginia
$734K
MMPW
1538
Mitchell McLeod Pugh & Williams
Alabama
$733K
ACMA
1539
Arbor Capital Management (Alaska)
Alaska
$733K
WSCM
1540
Wellington Shields Capital Management
New York
$731K
SCM
1541
Sidoxia Capital Management
California
$730K
KC
1542
Karras Company
Utah
$729K
PCS
1543
Personal CFO Solutions
New Jersey
$728K
BAM
1544
BOCHK Asset Management
Hong Kong
$728K
DBIA
1545
Dumont & Blake Investment Advisors
New Jersey
$727K
SIG
1546
Sky Investment Group
Connecticut
$723K
LCM
1547
LCM Capital Management
Illinois
$723K
PIC
1548
Portland Investment Counsel
Ontario, Canada
$723K
RRA
1549
Red Reef Advisors
Florida
$722K
PL
1550
Plancorp LLC
Missouri
$722K