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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
LAM
1626
LOM Asset Management
$621K
BB
1627
Burford Brothers
Texas
$620K
CA
1628
Crumly & Associates
Illinois
$620K
AFM
1629
Abbot Financial Management
Massachusetts
$620K
AGP
1630
Aspire Growth Partners
Florida
$619K
SHFP
1631
Second Half Financial Partners
Florida
$619K
FWP
1632
FAS Wealth Partners
Kansas
$618K
AF
1633
Alerus Financial
North Dakota
$617K
NL
1634
NWAM LLC
Washington
$617K
SPWG
1635
Sage Private Wealth Group
Illinois
$617K
ZIG
1636
Zullo Investment Group
Pennsylvania
$616K
FMI
1637
Factory Mutual Insurance
Massachusetts
$616K
PCG
1638
Prosperity Consulting Group
Maryland
$616K
GRWP
1639
Green Ridge Wealth Planning
New Jersey
$615K
SEIA
1640
Signature Estate & Investment Advisors
California
$614K
RGC
1641
Roberts, Glore & Co
Illinois
$614K
NJIM
1642
Nabity-Jensen Investment Management
Nebraska
$613K
PWM
1643
Prentice Wealth Management
New York
$611K
MWM
1644
Maridea Wealth Management
New York
$609K
TPWA
1645
Twin Peaks Wealth Advisors
California
$608K
CCA
1646
Coign Capital Advisors
Utah
$608K
CIA
1647
Caerus Investment Advisors
Texas
$607K
SAA
1648
Southeast Asset Advisors
Georgia
$606K
NDSI
1649
Newman Dignan & Sheerar Inc
Rhode Island
$605K
FFA
1650
Florida Financial Advisors
Florida
$600K