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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
NIM
2076
Needham Investment Management
New York
$280K
VC
2077
Veery Capital
Delaware
$279K
BRIA
2078
Balanced Rock Investment Advisors
Massachusetts
$279K
DWM
2079
Destination Wealth Management
California
$279K
FFB
2080
First Financial Bankshares
Texas
$279K
EC
2081
EntryPoint Capital
New York
$278K
JTWM
2082
Jackson Thornton Wealth Management
Alabama
$278K
WF
2083
Womack Financial
Texas
$277K
BPFA
2084
Barnes Pettey Financial Advisors
Mississippi
$277K
CAU
2085
Caxton Associates (UK)
$277K
Betterment LLC
2086
Betterment LLC
New York
$276K
BIG
2087
Brookwood Investment Group
Arizona
$276K
GLA
2088
Great Lakes Advisors
Illinois
$275K
GAM
2089
Gemmer Asset Management
California
$275K
FWP
2090
Flatrock Wealth Partners
California
$274K
MCCP
2091
Mission Creek Capital Partners
California
$274K
CPWA
2092
Cerro Pacific Wealth Advisors
California
$274K
PWS
2093
Peterson Wealth Services
Utah
$274K
AW
2094
Alteri Wealth
California
$273K
BOH
2095
Bank of Hawaii
Hawaii
$272K
AF
2096
Advisornet Financial
Minnesota
$272K
IFU
2097
iSAM Funds (UK)
United Kingdom
$272K
SCA
2098
Sandy Cove Advisors
Massachusetts
$272K
SIAG
2099
Safeguard Investment Advisory Group
California
$271K
RLH
2100
RD Lewis Holdings
Florida
$271K