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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
2226
Centennial Wealth Advisory
Michigan
$224K
OIS
2227
OneAscent Investment Solutions
Alabama
$224K
EM
2228
Excalibur Management
Massachusetts
$223K
FMN
2229
Financial Management Network
California
$223K
UWM
2230
Urban Wealth Management
California
$223K
W
2231
Wealthquest
Ohio
$222K
CH
2232
Canton Hathaway
Rhode Island
$222K
PI
2233
Pettee Investors
Connecticut
$221K
WE
2234
Wealth Effects
Massachusetts
$220K
VC
2235
Veracity Capital
Georgia
$220K
IWA
2236
Inspirion Wealth Advisors
Illinois
$220K
RIA
2237
Regal Investment Advisors
Michigan
$220K
WIA
2238
Wetzel Investment Advisors
Indiana
$219K
EAM
2239
Evanson Asset Management
California
$219K
AGC
2240
Aspen Grove Capital
Colorado
$218K
SAM
2241
Sagewood Asset Management
New York
$218K
OWM
2242
OneAscent Wealth Management
Alabama
$218K
ORAM
2243
One River Asset Management
Connecticut
$217K
PWAM
2244
Pinnacle West Asset Management
Wyoming
$217K
CCWM
2245
Cassaday & Co Wealth Management
Virginia
$217K
PCA
2246
Peddock Capital Advisors
Massachusetts
$217K
DWM
2247
Daner Wealth Management
Georgia
$217K
VIM
2248
Vista Investment Management
Pennsylvania
$217K
TWM
2249
Topsail Wealth Management
North Carolina
$216K
TWM
2250
Tradition Wealth Management
Minnesota
$216K