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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
G
2001
GenTrust
Florida
$317K
BIA
2002
Bigelow Investment Advisors
Maine
$316K
VAG
2003
VisionPoint Advisory Group
Texas
$315K
OA
2004
Oasis Advisors
Iowa
$315K
KIC
2005
Kensington Investment Counsel
California
$315K
JFGLC
2006
Johnson Financial Group LLC (Colorado)
Colorado
$315K
BFG
2007
Beacon Financial Group
Texas
$314K
HB
2008
Horizon Bancorp
Indiana
$314K
SPAS
2009
Spectrum Planning & Advisory Services
California
$312K
GD
2010
Grandfield & Dodd
New York
$312K
TW
2011
Traveka Wealth
California
$310K
CA
2012
Cornerstone Advisory
Maryland
$310K
SI
2013
Seeds Investor
New York
$309K
ACM
2014
Arcataur Capital Management
Wisconsin
$309K
IP
2015
Indivisible Partners
Florida
$307K
FPCP
2016
Fort Point Capital Partners
California
$307K
APG
2017
Abacus Planning Group
South Carolina
$307K
EWA
2018
Evolution Wealth Advisors
Florida
$307K
JF
2019
JSF Financial
California
$307K
MSA
2020
Marino Stram & Associates
Massachusetts
$307K
NAS
2021
NWF Advisory Services
California
$305K
IP
2022
Ignite Planners
California
$305K
CAM
2023
Claret Asset Management
Quebec, Canada
$304K
PFG
2024
Putney Financial Group
California
$304K
GAA
2025
Global Assets Advisory
Florida
$303K