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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
SSCA
2251
South Shore Capital Advisors
Massachusetts
$216K
FMC
2252
First Merchants Corp
Indiana
$215K
CSI
2253
Cross Staff Investments
New York
$215K
LWM
2254
LightSquare Wealth Management
Michigan
$215K
E
2255
Entelevest
Florida
$215K
KV
2256
Kickstand Ventures
New York
$215K
VPP
2257
Vertex Planning Partners
Illinois
$215K
GF
2258
Gabelli Funds
New York
$215K
DF
2259
Dunhill Financial
United Kingdom
$214K
BMWS
2260
Brady Martz Wealth Solutions
North Dakota
$214K
MAWCM
2261
Mine & Arao Wealth Creation & Management
California
$214K
MFA
2262
Morling Financial Advisors
California
$213K
GA
2263
GSG Advisors
New Jersey
$213K
FFC
2264
First Financial Corp
Indiana
$213K
LWA
2265
Legacy Wealth Advisors
Florida
$212K
SGCA
2266
Steel Grove Capital Advisors
Tennessee
$212K
MWM
2267
Mattern Wealth Management
Kansas
$212K
WP
2268
Westmount Partners
California
$212K
FA
2269
Faithward Advisors
Pennsylvania
$212K
PCP
2270
Perbak Capital Partners
United Kingdom
$212K
EPW
2271
Evergreen Private Wealth
Colorado
$210K
FWM
2272
Focused Wealth Management
New York
$210K
FAM
2273
Forte Asset Management
New York
$210K
CPA
2274
Cardiff Park Advisors
California
$210K
CW
2275
Code Waechter
Florida
$209K