We are live on ! Find out more
CRM icon

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
ECM
2326
Elgethun Capital Management
South Dakota
$162K
MNA
2327
Manning & Napier Advisors
New York
$162K
WSFG
2328
Wall Street Financial Group
Illinois
$161K
SMBT
2329
Southern Michigan Bank & Trust
Michigan
$160K
GTAM
2330
Global Trust Asset Management
Florida
$159K
FCAS
2331
First Command Advisory Services
Texas
$155K
MCM
2332
Manchester Capital Management
Vermont
$155K
AWM
2333
Activest Wealth Management
Florida
$154K
JWA
2334
JFS Wealth Advisors
Pennsylvania
$154K
GA
2335
GoalVest Advisory
New York
$152K
OM
2336
OV Management
Minnesota
$150K
BFS
2337
Burkett Financial Services
South Carolina
$150K
BH
2338
Burk Holdings
Oklahoma
$146K
SN
2339
Sittner & Nelson
Oregon
$144K
FUBT
2340
First United Bank & Trust
Maryland
$141K
TFA
2341
Transamerica Financial Advisors
Florida
$140K
CCMW
2342
Cypress Capital Management (Wyoming)
Wyoming
$138K
SWA
2343
SOA Wealth Advisors
New York
$138K
OC
2344
Oakworth Capital
Alabama
$136K
WA
2345
Westfuller Advisors
New York
$136K
OCWP
2346
Owl Creek Wealth Partners
Colorado
$135K
DWP
2347
Destiny Wealth Partners
Florida
$135K
FRA
2348
Front Row Advisors
California
$134K
CAL
2349
Capital Advisors Ltd
Ohio
$134K
TWM
2350
Tripletail Wealth Management
Florida
$131K