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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
MSWM
2351
Mowery & Schoenfeld Wealth Management
Illinois
$130K
GKIM
2352
GW&K Investment Management
Massachusetts
$129K
HWP
2353
Highline Wealth Partners
California
$126K
BCM
2354
Blume Capital Management
California
$126K
BAM
2355
Byrne Asset Management
New Jersey
$125K
IUHSA
2356
Itau Unibanco Holding S.A.
Brazil
$125K
CT
2357
Coastline Trust
Rhode Island
$122K
DCBT
2358
Dakota Community Bank & Trust
North Dakota
$122K
MCI
2359
MRP Capital Investments
Georgia
$122K
OA
2360
Operose Advisors
Wisconsin
$121K
FNWA
2361
Financial Network Wealth Advisors
Utah
$120K
ACM
2362
Aster Capital Management
United Arab Emirates
$119K
CSC
2363
Caldwell Sutter Capital
California
$117K
CHC
2364
City Holding Co
West Virginia
$117K
RFS
2365
Richardson Financial Services
Massachusetts
$116K
LI
2366
LRI Investments
Florida
$116K
AF
2367
Aviso Financial
Ontario, Canada
$113K
SL
2368
Salomon & Ludwin
Virginia
$113K
GC
2369
Globeflex Capital
California
$112K
LCA
2370
Legend Capital Advisors
New York
$112K
Cohen & Steers
2371
Cohen & Steers
New York
$112K
SIA
2372
Strategic Investment Advisors
Michigan
$111K
PAG
2373
Paladin Advisory Group
Iowa
$110K
FFA
2374
Frazier Financial Advisors
Ohio
$110K
BW
2375
Bravera Wealth
North Dakota
$109K