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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
DE
1551
Diversified Enterprises
Delaware
$721K
AT
1552
Adelphi Trust
Florida
$720K
FCA
1553
FLC Capital Advisors
California
$717K
PFWA
1554
Paces Ferry Wealth Advisors
Georgia
$715K
PSP
1555
Principal Street Partners
Tennessee
$714K
KFS
1556
Kaizen Financial Strategies
California
$714K
Kayne Anderson Rudnick Investment Management
1557
Kayne Anderson Rudnick Investment Management
California
$711K
AIM
1558
Advyzon Investment Management
Illinois
$711K
NL
1559
NVWM LLC
Pennsylvania
$710K
QPBE
1560
Quintet Private Bank (Europe)
Luxembourg
$710K
FWP
1561
Forefront Wealth Partners
Texas
$708K
BIA
1562
Benchmark Investment Advisors
Illinois
$707K
CWG
1563
Cornerstone Wealth Group
North Carolina
$701K
CA
1564
Claro Advisors
Massachusetts
$700K
VCA
1565
Verdence Capital Advisors
Maryland
$697K
CCM
1566
Copeland Capital Management
Pennsylvania
$694K
HCM
1567
Howland Capital Management
Massachusetts
$694K
XF
1568
XML Financial
Maryland
$693K
GS
1569
GTS Securities
New York
$693K
SL
1570
Sentinus LLC
Illinois
$693K
AM
1571
AGF Management
Ontario, Canada
$691K
EI
1572
Ecofi Investissements
France
$690K
PA
1573
Persium Advisors
Georgia
$690K
VAM
1574
Virtue Asset Management
Illinois
$689K
WC
1575
Waterloo Capital
Texas
$689K