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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
OCM
1576
Orion Capital Management
California
$688K
GWP
1577
Gateway Wealth Partners
Wisconsin
$687K
CIC
1578
Chilton Investment Company
Connecticut
$687K
SG
1579
StoneX Group
New York
$686K
AA
1580
Alta Advisers
United Kingdom
$685K
KSB
1581
Kennebec Savings Bank
Maine
$682K
CBTWT
1582
Community Bank & Trust (Waco, Texas)
Texas
$682K
CIG
1583
Cascade Investment Group
Colorado
$682K
RPGK
1584
Retirement Planning Group (Kansas)
Kansas
$678K
DCU
1585
Dara Capital US
Florida
$678K
EMC
1586
Everest Management Corp
California
$677K
LAM
1587
Lewis Asset Management
California
$675K
LPAM
1588
Lodestar Private Asset Management
California
$672K
EAM
1589
Empirical Asset Management
Massachusetts
$670K
OPW
1590
Oxler Private Wealth
New York
$669K
TCBWMS
1591
Texas Capital Bank Wealth Management Services
Texas
$669K
IPAM
1592
Investment Partners Asset Management
New Jersey
$665K
NWAG
1593
Net Worth Advisory Group
Utah
$664K
BCI
1594
Blue Capital Inc
Nebraska
$662K
RFP
1595
Root Financial Partners
California
$661K
PJSIMP
1596
P.J. Schmidt Investment Management (PJS)
Wisconsin
$660K
NDBT
1597
North Dallas Bank & Trust
Texas
$657K
AFCM
1598
Applied Finance Capital Management
Puerto Rico
$657K
VCM
1599
Versant Capital Management
Arizona
$656K
BO
1600
Bank OZK
Arkansas
$655K