We are live on ! Find out more
CRM icon

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
UAG
1751
United Advisor Group
Ohio
$503K
UFA
1752
Unify Financial Advisors
Florida
$502K
TC
1753
Trilogy Capital
California
$502K
JWM
1754
Jeppson Wealth Management
California
$501K
AO
1755
Advisor OS
Illinois
$500K
AWM
1756
Act Wealth Management
Texas
$499K
SIA
1757
SGL Investment Advisors
Montana
$498K
Hudson Bay Capital Management
1758
Hudson Bay Capital Management
Connecticut
$495K
SNB
1759
Security National Bank
Nebraska
$494K
MSWM
1760
McGlone Suttner Wealth Management
Wisconsin
$494K
LA
1761
Legacy Advisors
Pennsylvania
$493K
AWAU
1762
Alliance Wealth Advisors (Utah)
Utah
$493K
CWP
1763
Cyndeo Wealth Partners
Florida
$493K
CA
1764
CoreCap Advisors
Michigan
$493K
DIP
1765
Davis Investment Partners
North Carolina
$493K
MCP
1766
Mirador Capital Partners
California
$488K
W
1767
WealthCollab
Washington
$487K
OL
1768
OneFund LLC
Florida
$487K
GSB
1769
Greenfield Savings Bank
Massachusetts
$487K
SP
1770
SmartHarvest Portfolios
Washington
$486K
FWI
1771
Facet Wealth Inc
Maryland
$486K
FIA
1772
FNY Investment Advisers
New York
$485K
CPWM
1773
Cypress Point Wealth Management
Texas
$485K
SCI
1774
Silver Coast Investments
United States
$484K
HI
1775
Hudock Inc
Pennsylvania
$481K