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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
TNA
1851
True North Advisors
Texas
$425K
BWA
1852
Basecamp Wealth Advisors
Washington
$424K
PWM
1853
Pines Wealth Management
North Carolina
$422K
VGDSS
1854
VUB Generali dochodkova spravcovska spolocnost
$422K
HHRDM
1855
H&H Retirement Design & Management
Nevada
$421K
MWM
1856
MOR Wealth Management
Pennsylvania
$421K
CIM
1857
CIM Investment Management
Pennsylvania
$420K
MTIM
1858
Marathon Trading Investment Management
Pennsylvania
$420K
S
1859
Sunpointe
Missouri
$418K
CT
1860
Clearstead Trust
Maine
$417K
PWMAG
1861
Pinnacle Wealth Management Advisory Group
New Jersey
$414K
KW
1862
KWB Wealth
California
$414K
CAG
1863
Csenge Advisory Group
Florida
$412K
SB
1864
Strategic Blueprint
Georgia
$412K
GDP
1865
Great Diamond Partners
Maine
$411K
AP
1866
Anchyra Partners
Georgia
$410K
CFO
1867
Cambient Family Office
Michigan
$410K
JSAM
1868
J. Safra Asset Management
New York
$409K
RMDI
1869
R.M. Davis Inc
Maine
$409K
FFO
1870
Fiduciary Family Office
Florida
$409K
SI
1871
Severin Investments
Missouri
$409K
CCAM
1872
Cascades Capital Asset Management
North Carolina
$406K
CICI
1873
Capital Investment Counsel Inc
North Carolina
$406K
NIWA
1874
New Insight Wealth Advisors
California
$405K
CASB
1875
Cape Ann Savings Bank
Massachusetts
$405K