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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
VHAM
2201
Van Hulzen Asset Management
California
$230K
VFG
2202
Valley Financial Group
Pennsylvania
$230K
MWA
2203
Muirfield Wealth Advisors
North Carolina
$230K
AC
2204
Avory & Company
Florida
$229K
WA
2205
Wealth Architects
California
$229K
PIA
2206
Pinion Investment Advisors
Kansas
$229K
FNBSF
2207
First National Bank Sioux Falls
South Dakota
$229K
FPGK
2208
Financial Partners Group (Kansas)
Kansas
$229K
RPWA
2209
Regent Peak Wealth Advisors
Georgia
$229K
PFGIA
2210
Patriot Financial Group Insurance Agency
Massachusetts
$229K
FMWA
2211
Forvis Mazars Wealth Advisors
Missouri
$228K
MAG
2212
Mayfair Advisory Group
Alabama
$228K
PBK
2213
Peoples Bank (Kansas)
Kansas
$228K
PAG
2214
Powers Advisory Group
Illinois
$227K
Polen Capital Management
2215
Polen Capital Management
Florida
$227K
TW
2216
Titan Wealth
$227K
FFA
2217
Founders Financial Alliance
North Carolina
$227K
GP
2218
GLR Partners
Maryland
$226K
NRI
2219
NFP Retirement Inc
California
$225K
KFC
2220
Klingenstein Fields & Co
New York
$224K
ANBT
2221
American National Bank & Trust
Texas
$224K
IHL
2222
Investment House LLC
California
$224K
WTG
2223
West Tower Group
Virginia
$224K
CWM
2224
Centurion Wealth Management
Virginia
$224K
BC
2225
Brio Consultants
California
$224K