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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
SA
1826
SPWM Advisors
Michigan
$446K
MAM
1827
MMA Asset Management
Pennsylvania
$446K
ACGA
1828
Atlanta Consulting Group Advisors
Georgia
$445K
I
1829
InceptionR
California
$443K
SWM
1830
Sandro Wealth Management
New Jersey
$443K
MMG
1831
Monetary Management Group
Missouri
$442K
BFW
1832
Brady Family Wealth
Missouri
$442K
IIM
1833
Ipswich Investment Management
Massachusetts
$441K
HBW
1834
Hazlett, Burt & Watson
West Virginia
$440K
BA
1835
Bridgewater Advisors
New York
$439K
NPA
1836
Nichols & Pratt Advisers
Massachusetts
$438K
CAI
1837
Capital Advisors Inc
Oklahoma
$438K
EWA
1838
Etesian Wealth Advisors
Oregon
$437K
KA
1839
Klingman & Associates
New York
$436K
DI
1840
Diligent Investors
California
$435K
CWM
1841
Concentrum Wealth Management
California
$435K
KFAS
1842
Keating Financial Advisory Services
Kansas
$434K
WWM
1843
Walser Wealth Management
Florida
$434K
GWM
1844
Greenwich Wealth Management
Connecticut
$432K
B
1845
Bensler
Washington
$431K
CWM
1846
Connecticut Wealth Management
Connecticut
$429K
APW
1847
Axim Planning & Wealth
Ohio
$428K
IA
1848
IFG Advisors
Missouri
$427K
AMPWP
1849
Alvarez & Marsal Private Wealth Partners
Florida
$426K
EWA
1850
Eagle Wealth Advisors
Connecticut
$425K