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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
6F
1876
626 Financial
Michigan
$405K
FMI
1877
F/M Investments
District of Columbia
$403K
VCP
1878
Verus Capital Partners
Arizona
$402K
HAM
1879
Harmony Asset Management
Arizona
$402K
ASBI
1880
American State Bank (Iowa)
Iowa
$400K
ARC
1881
Advisor Resource Council
Texas
$400K
HNB
1882
Hilltop National Bank
Wyoming
$399K
QWM
1883
Quadcap Wealth Management
Texas
$399K
CWMGO
1884
Capstone Wealth Management Group (Oregon)
Oregon
$398K
EL
1885
EWA LLC
Pennsylvania
$398K
RIP
1886
RAM Investment Partners
Washington
$396K
CWA
1887
Consilio Wealth Advisors
Washington
$396K
LTI
1888
Laffer Tengler Investments
Tennessee
$395K
APM
1889
a16z Perennial Management
California
$395K
PCM
1890
Palisade Capital Management
New Jersey
$395K
NLA
1891
Northern Lights Advisors
Washington
$393K
PCG
1892
PFC Capital Group
California
$389K
BPW
1893
Bingham Private Wealth
California
$388K
MG
1894
McHugh Group
Ohio
$387K
BMC
1895
Benin Management Corp
Connecticut
$386K
MA
1896
Montag & Associates
Georgia
$386K
HWA
1897
HCR Wealth Advisors
California
$386K
SHFG
1898
S Harris Financial Group
Texas
$384K
RC
1899
Rexford Capital
Texas
$384K
AWA
1900
Ark Wealth Advisors
California
$384K