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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
FMTC
1601
Farmers & Merchants Trust Company
California
$654K
OWA
1602
Octavia Wealth Advisors
Ohio
$654K
JMA
1603
J.M. Arbour
Maine
$654K
CAM
1604
Cidel Asset Management
Ontario, Canada
$651K
BCG
1605
Breakwater Capital Group
New Jersey
$645K
CPC
1606
Congress Park Capital
New York
$644K
CWS
1607
Cypress Wealth Services
California
$643K
EA
1608
Everpar Advisors
Oklahoma
$643K
CFG
1609
Carr Financial Group
Massachusetts
$641K
RFA
1610
Rollins Financial Advisors
New York
$641K
GFP
1611
Gryphon Financial Partners
Ohio
$640K
PAG
1612
Private Advisory Group
Washington
$635K
AAF
1613
Andra AP-fonden
Sweden
$635K
BDL
1614
Bey-Douglas LLC
Georgia
$634K
KIA
1615
Kraematon Investment Advisors
Massachusetts
$633K
MAG
1616
Meadowbrook Advisors Group
New Jersey
$631K
MBT
1617
Montecito Bank & Trust
California
$629K
HA
1618
Harfst & Associates
Wyoming
$627K
RF
1619
Roxbury Financial
New Jersey
$627K
MAWA
1620
Moss Adams Wealth Advisors
Washington
$627K
BFS
1621
BridgePort Financial Solutions
Iowa
$627K
SOW
1622
State of Wyoming
Wyoming
$626K
NHC
1623
Nicholas Hoffman & Company
Georgia
$622K
EFN
1624
Equita Financial Network
Pennsylvania
$622K
AG
1625
ASO Group
$621K