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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
WWWM
1676
White Wing Wealth Management
Texas
$572K
LA
1677
LVW Advisors
New York
$572K
PF
1678
Prota Financial
Texas
$571K
MCWA
1679
Meadow Creek Wealth Advisors
Georgia
$571K
SRC
1680
Sage Rhino Capital
California
$569K
NAMNJ
1681
NorthStar Asset Management (New Jersey)
New Jersey
$565K
FB
1682
First Bancorp
Maine
$565K
TWIM
1683
TIAA Wealth Investment Management
New York
$562K
RS
1684
Rakuten Securities
Japan
$560K
ISS
1685
Intesa Sanpaolo SpA.
Italy
$560K
GWS
1686
Greykasell Wealth Strategies
California
$555K
BTW
1687
Boston Trust Walden
Massachusetts
$553K
MFC
1688
Mechanics Financial Corp
Ohio
$553K
YP
1689
YANKCOM Partnership
South Dakota
$553K
MFA
1690
Mayflower Financial Advisors
Massachusetts
$551K
SIM
1691
Stratos Investment Management
Ohio
$551K
NFA
1692
Northern Financial Advisors
Michigan
$549K
BWA
1693
Blodgett Wealth Advisors
California
$548K
CWAF
1694
Core Wealth Advisors (Florida)
Florida
$548K
AFT
1695
Alpha Family Trust
California
$548K
CH
1696
Cromwell Holdings
Wyoming
$548K
MWM
1697
Mosley Wealth Management
California
$547K
1IA
1698
1834 Investment Advisors
Wisconsin
$547K
BFA
1699
Beacon Financial Advisory
Ohio
$546K
BCM
1700
Bienville Capital Management
New York
$546K