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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
CL
1951
CSS LLC
Illinois
$351K
AAA
1952
American Alpha Advisors
New York
$351K
ACP
1953
Argyle Capital Partners
California
$351K
PCM
1954
Princeton Capital Management
New Jersey
$349K
EGM
1955
Engineers Gate Manager
New York
$349K
BFPW
1956
BOK Financial Private Wealth
Colorado
$349K
FCG
1957
Fielder Capital Group
Tennessee
$348K
TC
1958
Tannin Capital
North Carolina
$347K
PWP
1959
Pursue Wealth Partners
California
$347K
MP
1960
Moment Partners
California
$344K
ST
1961
Smithfield Trust
Pennsylvania
$344K
OFA
1962
Orographic Financial Advisors
Colorado
$344K
ACA
1963
Affinity Capital Advisors
California
$343K
AA
1964
Addison Advisors
Vermont
$342K
LSIA
1965
LaSalle St. Investment Advisors
Illinois
$342K
GMFG
1966
Greater Midwest Financial Group
Minnesota
$342K
SFG
1967
Southern Financial Group
Alabama
$340K
ACIM
1968
Azimuth Capital Investment Management
Michigan
$339K
APWM
1969
Argonautica Private Wealth Management
Massachusetts
$337K
PSP
1970
Pacific Sage Partners
Washington
$336K
RF
1971
Rossby Financial
Florida
$336K
FSBI
1972
Fearless Solutions (Best Invest)
Texas
$336K
GC
1973
GFG Capital
Florida
$335K
CWA
1974
Clarity Wealth Advisors
California
$335K
EWS
1975
Evergreen Wealth Solutions
Pennsylvania
$335K