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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
WPC
1801
Waters Parkerson & Co
Louisiana
$460K
AHL
1802
Abel Hall LLC
Louisiana
$460K
ZI
1803
ZEGA Investments
Florida
$458K
SWP
1804
Semus Wealth Partners
Florida
$458K
TWM
1805
TRB Wealth Management
Texas
$457K
AG
1806
AmeriFlex Group
Nevada
$456K
IP
1807
Intellectus Partners
California
$455K
AI
1808
AdvisorShares Investments
Maryland
$454K
OWG
1809
Oxford Wealth Group
Florida
$453K
PWP
1810
Phillips Wealth Planners
Mississippi
$452K
EL
1811
Essex LLC
Illinois
$452K
A
1812
Argentarii
Ohio
$451K
WI
1813
WrapManager Inc
California
$451K
CPW
1814
Catalyst Private Wealth
California
$451K
BOJHT
1815
Bank of Jackson Hole Trust
Wyoming
$451K
FBB
1816
Fulton Breakefield Broenniman
Maryland
$450K
GI
1817
GAMCO Investors
Connecticut
$450K
FWCM
1818
Ferguson Wellman Capital Management
Oregon
$450K
KCP
1819
Kera Capital Partners
California
$450K
ACP
1820
Aviance Capital Partners
Florida
$449K
TVAMP
1821
Tennessee Valley Asset Management Partners
Tennessee
$449K
LCM
1822
Laurion Capital Management
New York
$448K
HIF
1823
Hill Island Financial
Michigan
$448K
CWM
1824
Cabot Wealth Management
Massachusetts
$448K
VCM
1825
Virtue Capital Management
Tennessee
$447K