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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
EP
1976
Edgestream Partners
New Jersey
$335K
VIS
1977
Vega Investment Solutions
France
$334K
ML
1978
McAdam LLC
Pennsylvania
$330K
FFA
1979
Fi3 Financial Advisors
Indiana
$329K
CCP
1980
Cane Capital Partners
Louisiana
$328K
EPIMS
1981
Evelyn Partners Investment Management Services
$328K
AWA
1982
Adapt Wealth Advisors
Georgia
$328K
CFSG
1983
Clark Financial Services Group
Missouri
$328K
BFG
1984
Berger Financial Group
Minnesota
$325K
AA
1985
Acorns Advisers
California
$324K
HIC
1986
Hartline Investment Corp
Illinois
$323K
GAA
1987
Guardian Asset Advisors
Pennsylvania
$323K
SWGC
1988
Summit Wealth Group (Colorado)
Colorado
$323K
CA
1989
Capital Advantage
California
$322K
CWM
1990
Chesapeake Wealth Management
Virginia
$322K
EHWM
1991
Eads & Heald Wealth Management
Georgia
$321K
FA
1992
FF Advisors
California
$321K
MA
1993
MJP Associates
Connecticut
$321K
TWP
1994
Tyche Wealth Partners
Texas
$321K
EWA
1995
Encompass Wealth Advisors
Oregon
$320K
DG
1996
DMC Group
Alabama
$320K
JC
1997
JM2 Capital
Oklahoma
$318K
BWM
1998
BlackDiamond Wealth Management
New York
$318K
AA
1999
Auxano Advisors
Washington
$318K
PMSA
2000
Patrick M. Sweeney & Associates
Illinois
$317K