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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
WC
2301
Wynn Capital
Georgia
$202K
BW
2302
Blalock Williams
Alabama
$202K
VEM
2303
Vann Equity Management
Texas
$202K
CG
2304
Clifford Group
Massachusetts
$201K
PUI
2305
Purpose Unlimited Inc
$200K
EWM
2306
Elevatus Welath Management
New York
$200K
XWM
2307
Xcel Wealth Management
Florida
$200K
SIS
2308
Sound Income Strategies
Florida
$199K
FCT
2309
First Community Trust
Iowa
$195K
GCS
2310
Gordian Capital (Singapore)
Singapore
$194K
AIM
2311
Axiom Investment Management
New York
$192K
ITIM
2312
Indiana Trust & Investment Management
Indiana
$188K
SC
2313
Skylands Capital
Wisconsin
$187K
WTA
2314
Washington Trust Advisors
Massachusetts
$183K
PB
2315
Prosperity Bancshares
Texas
$183K
KFA
2316
Kelleher Financial Advisors
New York
$182K
GSWM
2317
Golden State Wealth Management
California
$177K
MMCM
2318
Murphy & Mullick Capital Management
New York
$173K
MIFH
2319
Migdal Insurance & Financial Holdings
Israel
$172K
RWM
2320
Rialto Wealth Management
New York
$170K
HWA
2321
Heritage Wealth Advisors
Virginia
$170K
KA
2322
Kozak & Associates
Colorado
$167K
HFS
2323
Hughes Financial Services
Virginia
$167K
DIP
2324
DT Investment Partners
Pennsylvania
$165K
GCP
2325
Gill Capital Partners
Colorado
$164K