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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
CSB
1701
City State Bank
Iowa
$545K
PF
1702
Prosperitas Financial
California
$543K
MIC
1703
Meridian Investment Counsel
California
$542K
YIA
1704
YHB Investment Advisors
Connecticut
$542K
MWA
1705
MN Wealth Advisors
Kansas
$542K
WPWM
1706
Western Pacific Wealth Management
Illinois
$541K
TAM
1707
Trillium Asset Management
Massachusetts
$541K
OIM
1708
Oder Investment Management
California
$540K
TPI
1709
Trust Point Inc
Wisconsin
$540K
NRC
1710
New Republic Capital
North Carolina
$539K
WAOI
1711
Wealth Advisors of Iowa
Iowa
$539K
IA
1712
Integrity Alliance
Iowa
$537K
MQWP
1713
Morey & Quinn Wealth Partners
Nebraska
$537K
RMP
1714
Richards, Merrill & Peterson
Washington
$536K
WA
1715
Wealth Alliance
New York
$536K
IIL
1716
Income Insurance Ltd
$536K
KCM
1717
Kathmere Capital Management
Pennsylvania
$535K
4A
1718
4Wealth Advisors
Illinois
$535K
3IP
1719
3Chopt Investment Partners
Virginia
$534K
WSA
1720
Warm Springs Advisors
California
$534K
APW
1721
Aventura Private Wealth
Florida
$534K
CTA
1722
Clear Trail Advisors
Texas
$531K
PWM
1723
Purus Wealth Management
California
$531K
CCFM
1724
Clear Creek Financial Management
Washington
$530K
WFI
1725
West Family Investments
California
$529K