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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
YWM
2126
Yoder Wealth Management
California
$260K
BMC
2127
Beaton Management Company
Massachusetts
$259K
TWM
2128
Triton Wealth Management
Arizona
$258K
MWM
2129
Meritas Wealth Management
California
$258K
UOTTAIMCU
2130
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$257K
AIA
2131
AssuredPartners Investment Advisors
Florida
$256K
MFS
2132
Mirabella Financial Services
United Kingdom
$255K
EWM
2133
Elevation Wealth Management
Minnesota
$254K
IWAO
2134
Independence Wealth Advisors (Ohio)
Ohio
$253K
LEA
2135
Legacy Edge Advisors
New York
$253K
WPA
2136
Wealth Preservation Advisors
Tennessee
$253K
RL
2137
Rogco LP
Oklahoma
$252K
DJYG
2138
David J. Yvars Group
Florida
$252K
SMA
2139
Seven Mile Advisory
New Jersey
$252K
UWP
2140
Uniting Wealth Partners
Kansas
$252K
OFO
2141
OneAscent Family Office
Alabama
$251K
KPWG
2142
KFA Private Wealth Group
Virginia
$251K
LW
2143
Livet Wealth
Utah
$251K
DW30
2144
Drucker Wealth 3.0
New Jersey
$251K
CCT
2145
Chemung Canal Trust
New York
$251K
TAP
2146
TSG Advice Partners
Ohio
$250K
SW
2147
SlateStone Wealth
Florida
$250K
GEM
2148
Global Endowment Management
North Carolina
$250K
BFG
2149
Birch Financial Group
New Hampshire
$250K
IF
2150
Intrua Financial
Texas
$249K