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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
MA
1776
MCF Advisors
Kentucky
$480K
SC
1777
Summa Corp
Texas
$480K
AA
1778
Apriem Advisors
California
$480K
BWM
1779
Baron Wealth Management
Michigan
$479K
TGAM
1780
TBH Global Asset Management
Tennessee
$478K
AWM
1781
Accurate Wealth Management
Florida
$478K
RFN
1782
Redwood Financial Network
Ohio
$477K
WPC
1783
White Pine Capital
Minnesota
$476K
FFM
1784
Forum Financial Management
Illinois
$473K
PWP
1785
Ponta Wealth Partners
Florida
$472K
CA
1786
Calton & Associates
Florida
$472K
KCIC
1787
Kuhn & Co Investment Counsel
Illinois
$472K
PFA
1788
Pure Financial Advisors
California
$471K
IWA
1789
IVC Wealth Advisors
Pennsylvania
$470K
TCM
1790
Telos Capital Management
California
$470K
KC
1791
Knuff & Co
California
$469K
TP
1792
Tranquility Partners
Tennessee
$468K
BOTPPF
1793
Board of the Pension Protection Fund
United Kingdom
$467K
CPSAC
1794
Chas P. Smith & Associates (CPS)
Florida
$466K
TAL
1795
TIG Advisors LLC
New York
$466K
IC
1796
Inscription Capital
Texas
$466K
MHC
1797
May Hill Capital
Massachusetts
$466K
NI
1798
Natural Investments
California
$464K
PTP
1799
Platform Technology Partners
New York
$461K
MEG
1800
Millstone Evans Group
Colorado
$461K