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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
MIM
2276
Moseley Investment Management
Florida
$208K
CFS
2277
CRA Financial Services
New Jersey
$208K
HC
2278
Hamilton Capital
Ohio
$208K
ABWM
2279
Alpine Bank Wealth Management
Colorado
$208K
CAC
2280
Core Alternative Capital
Georgia
$208K
ACA
2281
Atlas Capital Advisors
Wyoming
$208K
JC
2282
JB Capital
Connecticut
$207K
TC
2283
Truvestments Capital
Florida
$207K
SLP
2284
Storen Legacy Partners
Indiana
$207K
MWP
2285
Meriwether Wealth & Planning
Louisiana
$206K
WA
2286
Winter & Associates
Minnesota
$206K
ICP
2287
Impact Capital Partners
Colorado
$206K
SC
2288
Solstein Capital
California
$206K
FNWM
2289
Financial Network Wealth Management
Utah
$206K
SWMG
2290
Signature Wealth Management Group
Georgia
$206K
FSA
2291
Fort Sheridan Advisors
Illinois
$206K
BWL
2292
Bogart Wealth LLC
Virginia
$205K
CIP
2293
Convergence Investment Partners
Florida
$205K
GS
2294
GWN Securities
Florida
$204K
YWS
2295
Yarger Wealth Strategies
Ohio
$204K
DWM
2296
Dynasty Wealth Management
Florida
$204K
MCM
2297
Mengis Capital Management
Oregon
$203K
FOA
2298
Five Oceans Advisors
California
$203K
1WM
2299
1900 Wealth Management
Texas
$203K
FWM
2300
Forza Wealth Management
Florida
$202K