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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
SCI
1726
S&CO Inc
Massachusetts
$529K
SWASL
1727
Spartan Wealth Advisory Services LLC
Michigan
$529K
TC
1728
TFR Capital
Texas
$528K
CMTU
1729
Capital Markets Trading (UK)
United Kingdom
$528K
CWG
1730
Crown Wealth Group
North Carolina
$528K
FWA
1731
FSM Wealth Advisors
Ohio
$527K
BC
1732
Bridgefront Capital
Texas
$526K
FMLI
1733
Fukoku Mutual Life Insurance
Japan
$524K
SOS
1734
Silver Oak Securities
Tennessee
$523K
BOM
1735
Bank of Marin
California
$523K
FFA
1736
First Foundation Advisors
California
$522K
CSPIA
1737
Cary Street Partners Investment Advisory
Virginia
$520K
CSA
1738
Cornerstone Select Advisors
Missouri
$519K
IPWA
1739
International Private Wealth Advisors
California
$517K
PFBT
1740
Parkside Financial Bank & Trust
Missouri
$516K
OWP
1741
ORG Wealth Partners
Texas
$516K
ACS
1742
Archford Capital Strategies
Illinois
$514K
AWM
1743
Aries Wealth Management
Maine
$509K
SSWM
1744
Strait & Sound Wealth Management
California
$509K
NLP
1745
Next Level Private
New York
$508K
M
1746
Mirova
France
$507K
OFS
1747
OneAscent Financial Services
Alabama
$506K
QPW
1748
Quantum Private Wealth
Florida
$505K
SB
1749
Sunflower Bank
Texas
$505K
BWM
1750
BankPlus Wealth Management
Mississippi
$505K