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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
DOA
2176
D'Orazio & Associates
Virginia
$239K
HIC
2177
Holderness Investments Company
North Carolina
$238K
AP
2178
Arlington Partners
Alabama
$238K
EFG
2179
Ethos Financial Group
Pennsylvania
$237K
SWM
2180
Shrier Wealth Management
California
$237K
ATC
2181
Adirondack Trust Company
New York
$237K
SCM
2182
Sitrin Capital Management
California
$236K
OWM
2183
Opes Wealth Management
California
$236K
GCA
2184
Gradient Capital Advisors
California
$236K
MCA
2185
MSH Capital Advisors
Arizona
$236K
WAM
2186
Weiss Asset Management
Massachusetts
$235K
CA
2187
Crewe Advisors
Utah
$235K
IJWM
2188
Inman Jager Wealth Management
Mississippi
$235K
B
2189
Bellecapital
Switzerland
$234K
IWS
2190
Intentional Wealth Strategies
Colorado
$234K
WG
2191
Welch Group
Alabama
$234K
BFC
2192
Bedel Financial Consulting
Indiana
$233K
IFPG
2193
Intrepid Financial Planning Group
Indiana
$232K
SW
2194
SkyOak Wealth
Michigan
$232K
SWM
2195
Scissortail Wealth Management
Oklahoma
$232K
ACG
2196
Allen Capital Group
Nebraska
$232K
GHA
2197
Granite Harbor Advisors
Texas
$231K
TWP
2198
Tempus Wealth Planning
California
$231K
MMC
2199
Mizuho Markets Cayman
Cayman Islands
$231K
CCA
2200
Cravens & Co Advisors
Tennessee
$231K