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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
SWMP
2026
Signature Wealth Management Partners
New Jersey
$303K
CI
2027
Corient IA
Florida
$302K
MW
2028
MBL Wealth
North Carolina
$302K
ACA
2029
Aspire Capital Advisors
Washington
$301K
KOC
2030
Koss-Olinger Consulting
Florida
$301K
LWM
2031
Liberty Wealth Management
California
$301K
TFM
2032
TFC Financial Management
Massachusetts
$300K
EP
2033
Essential Partners
California
$300K
FAT
2034
First American Trust
California
$299K
MC
2035
Mathes Company
New York
$299K
BDWCC
2036
B&D White Capital Company
Texas
$299K
HNW
2037
High Note Wealth
Minnesota
$298K
CT
2038
Colonial Trust
South Carolina
$298K
BOS
2039
Bank of Stockton
California
$298K
RWA
2040
Rooted Wealth Advisors
Illinois
$297K
TW
2041
TritonPoint Wealth
Maryland
$297K
EP
2042
EPIQ Partners
Minnesota
$296K
LA
2043
LexAurum Advisors
Kansas
$295K
RWP
2044
Revolve Wealth Partners
New Jersey
$295K
AOWM
2045
Alpha Omega Wealth Management
Virginia
$295K
WAM
2046
Wakefield Asset Management
Colorado
$294K
SWTS
2047
Stonehaven Wealth & Tax Solutions
Wisconsin
$294K
SWM
2048
Seed Wealth Management
Illinois
$293K
SIC
2049
Salem Investment Counselors
North Carolina
$290K
SP
2050
Stonebrook Private
Michigan
$290K