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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
WCM
1901
Windsor Capital Management
Arizona
$384K
JCM
1902
Jacobsen Capital Management
Utah
$383K
GSIAS
1903
Garden State Investment Advisory Services
New Jersey
$382K
AA
1904
Armis Advisers
Georgia
$381K
AT
1905
Avalon Trust
New Mexico
$381K
WCM
1906
Wedge Capital Management
North Carolina
$381K
PB
1907
Pinnacle Bancorp
Nebraska
$381K
WH
1908
Willner & Heller
California
$381K
RCA
1909
Runnymede Capital Advisors
Ohio
$379K
FFN
1910
Focus Financial Network
Minnesota
$378K
BWS
1911
Broadway Wealth Solutions
Texas
$378K
SFG
1912
Synergy Financial Group
California
$377K
PWC
1913
Pathfinder Wealth Consulting
North Carolina
$377K
LWM
1914
Latko Wealth Management
Illinois
$377K
AWA
1915
AGH Wealth Advisors
Kansas
$377K
PA
1916
Perennial Advisors
New York
$376K
QC
1917
Quent Capital
New York
$375K
VFG
1918
Victory Financial Group
Texas
$375K
UCB
1919
United Community Bank
South Carolina
$375K
AIMC
1920
Alley Investment Management Company
Illinois
$373K
FPH
1921
Financial Planning Hawaii
Hawaii
$373K
I
1922
InterCapital
Texas
$373K
HFS
1923
Howard Financial Services
Texas
$373K
FEG
1924
Financial Enhancement Group
Indiana
$373K
PWPS
1925
Pinnacle Wealth Planning Services
Ohio
$372K