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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
AWM
2151
Atticus Wealth Management
Florida
$249K
GRR
2152
Golden Reserve Retirement
Ohio
$248K
DWS
2153
Dynamic Wealth Strategies
California
$248K
GWMIA
2154
Global Wealth Management Investment Advisory
Florida
$248K
OPWM
2155
Oregon Pacific Wealth Management
Oregon
$248K
WBCM
2156
Wilson & Boucher Capital Management
California
$247K
RA
2157
Riversedge Advisors
Delaware
$247K
FGC
2158
First Growth Capital
Maryland
$247K
DIM
2159
Delta Investment Management
California
$246K
CCM
2160
Consolidated Capital Management
California
$246K
WWM
2161
Wolff Wiese Magana
California
$244K
BWA
2162
Bestgate Wealth Advisors
Maryland
$244K
TWM
2163
Trueblood Wealth Management
Ohio
$243K
VF
2164
Vawter Financial
Ohio
$243K
RDFA
2165
Ritter Daniher Financial Advisory
Ohio
$243K
EP
2166
Elkhorn Partners
Nebraska
$243K
SCG
2167
Sonata Capital Group
Washington
$242K
RWM
2168
Rockline Wealth Management
New York
$241K
AIM
2169
Acropolis Investment Management
Missouri
$241K
ESC
2170
Eurizon SLJ Capital
$241K
GCP
2171
GSA Capital Partners
United Kingdom
$240K
MGI
2172
Miller Global Investments
Texas
$240K
SSG
2173
Summit Securities Group
New York
$240K
IP
2174
Isthmus Partners
Wisconsin
$239K
LWM
2175
LeConte Wealth Management
Tennessee
$239K