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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
CWA
2101
Cura Wealth Advisors
Illinois
$271K
HP
2102
Holistic Planning
Texas
$269K
SWA
2103
Strata Wealth Advisors
Texas
$269K
LWM
2104
LJI Wealth Management
Indiana
$269K
CRB
2105
Chad R. Baker
$269K
TWP
2106
Triad Wealth Partners
Kansas
$268K
VAM
2107
Verity Asset Management
North Carolina
$268K
SSWM
2108
Sheets Smith Wealth Management
North Carolina
$268K
LWM
2109
Lionshead Wealth Management
New York
$267K
ST
2110
Sageworth Trust
Pennsylvania
$266K
RIS
2111
Retirement Income Solutions
Michigan
$266K
PP
2112
Patron Partners
Texas
$265K
FAN
2113
Financial Advisors Network
California
$264K
TCM
2114
Tandem Capital Management
New Jersey
$264K
VNT
2115
Vanguard National Trust
Pennsylvania
$264K
CFIA
2116
Cantor Fitzgerald Investment Advisors
New York
$263K
NAG
2117
Northstar Advisory Group
New Jersey
$263K
FG
2118
Foster Group
Iowa
$263K
CL
2119
CVFG LLC
Indiana
$262K
CPCM
2120
Cardinal Point Capital Management
Ontario, Canada
$261K
SAM
2121
Secure Asset Management
Michigan
$261K
HCP
2122
Hexagon Capital Partners
Arkansas
$261K
FSA
2123
Franklin Street Advisors
North Carolina
$260K
MWA
2124
Monograph Wealth Advisors
California
$260K
PFM
2125
Patton Fund Management
Texas
$260K