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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
BA
1651
Birinyi Associates
Connecticut
$599K
JIP
1652
Jaffetilchin Investment Partners
Florida
$598K
RBC
1653
Romano Brothers & Co
Illinois
$598K
RZH
1654
Relyea Zuckerberg Hanson
Connecticut
$595K
GAG
1655
GM Advisory Group
New York
$595K
CT
1656
Chicago Trust
Illinois
$592K
RIG
1657
RiverFront Investment Group
Virginia
$592K
ONSWM
1658
Old North State Wealth Management
North Carolina
$591K
PCM
1659
Pointe Capital Management
Michigan
$588K
FAM
1660
Fred Alger Management
New York
$588K
WPW
1661
Waldron Private Wealth
Pennsylvania
$588K
KIM
1662
Kestra Investment Management
Texas
$587K
RIG
1663
Ramiah Investment Group
Wisconsin
$586K
OWCM
1664
One Wealth Capital Management
Arizona
$586K
OFG
1665
Oxford Financial Group
Indiana
$586K
AWM
1666
Aviso Wealth Management
Washington
$585K
EWM
1667
Evermay Wealth Management
Virginia
$584K
PHIC
1668
Pine Haven Investment Counsel
Massachusetts
$583K
CA
1669
Carson Advisory
Georgia
$582K
CC
1670
Cornerstone Capital
California
$580K
AWAG
1671
ARS Wealth Advisors Group
Florida
$578K
CCM
1672
Chilton Capital Management
Texas
$578K
PWM
1673
Palacios Wealth Management
Florida
$575K
FC
1674
Fjell Capital
North Dakota
$573K
WAG
1675
Wallace Advisory Group
California
$573K