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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
IA
2051
IFC Advisors
California
$290K
DMBA
2052
Deseret Mutual Benefit Administrators
Utah
$289K
PAMG
2053
Patton Albertson Miller Group
Tennessee
$289K
AFM
2054
Armstrong Fleming & Moore
District of Columbia
$288K
DCM
2055
DGS Capital Management
New Jersey
$288K
PWMG
2056
Pioneer Wealth Management Group
Texas
$287K
WWM
2057
Whalen Wealth Management
Nevada
$287K
DIM
2058
DLK Investment Management
California
$287K
WC
2059
Westerkirk Capital
$287K
BFA
2060
Bill Few Associates
Pennsylvania
$286K
IIA
2061
Integral Investment Advisors
California
$286K
QFW
2062
QTR Family Wealth
Florida
$286K
WF
2063
Wayfinding Financial
Washington
$286K
SFO
2064
Stokes Family Office
Louisiana
$286K
PA
2065
Planning Alternatives
Michigan
$285K
CIP
2066
Castlefield Investment Partners
$285K
RFO
2067
RiverGlades Family Offices
Florida
$285K
NFSG
2068
Newbridge Financial Services Group
Florida
$285K
DO
2069
denkapparat Operations
Germany
$284K
MPCA
2070
Madison Park Capital Advisors
Washington
$283K
WETS
2071
Wealth Enhancement Trust Services
South Dakota
$282K
VBCG
2072
Valley Brook Capital Group
Pennsylvania
$282K
CA
2073
COFG Advisors
Illinois
$280K
CQWA
2074
Chokshi & Queen Wealth Advisors
California
$280K
HA
2075
Harbor Advisors
Florida
$280K