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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
FLP
2376
Financial Life Planners
Arizona
$109K
SGK
2377
Steigerwald Gordon & Koch
Virginia
$109K
SWM
2378
SHP Wealth Management
Massachusetts
$108K
AT
2379
Arlington Trust
Alabama
$106K
TF
2380
Tompkins Financial
New York
$103K
WG
2381
Wellington Group
Indiana
$102K
IAAG
2382
Innovative Asset Advisors Group
Connecticut
$102K
AWM
2383
Abound Wealth Management
Tennessee
$101K
OAJ
2384
Ogorek Anthony Joseph
New York
$100K
SFG
2385
Strive Financial Group
Indiana
$99K
OCM
2386
Osbon Capital Management
Massachusetts
$98.2K
HDIM
2387
Hanson & Doremus Investment Management
Vermont
$98K
VC
2388
Vestor Capital
Illinois
$98K
PGAM
2389
Princeton Global Asset Management
New Jersey
$96.8K
BCPWM
2390
Bradley & Co Private Wealth Management
Florida
$95K
TIAA Trust, National Association
2391
TIAA Trust, National Association
North Carolina
$94.5K
C
2392
Covestor
United Kingdom
$94K
OCM
2393
Osterweis Capital Management
California
$93.7K
SMFG
2394
Sumitomo Mitsui Financial Group
Japan
$93.3K
CM
2395
Caption Management
Oklahoma
$93.3K
1IA
2396
1620 Investment Advisors
Massachusetts
$92.7K
PWAM
2397
Private Wealth Asset Management
Iowa
$90.9K
TSMHT
2398
Thurston Springer Miller Herd & Titak
Indiana
$90.2K
MWM
2399
Mascoma Wealth Management
New Hampshire
$90.2K
BIA
2400
Bell Investment Advisors
California
$90K