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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
OWA
2401
Opal Wealth Advisors
New York
$89.4K
MAM
2402
Meeder Asset Management
Ohio
$86.8K
CPG
2403
Cornerstone Planning Group
New Jersey
$86.1K
JGCM
2404
Joseph Group Capital Management
Ohio
$84.7K
QL
2405
Quarry LP
New York
$84K
WAG
2406
Wilkerson Advisory Group
Missouri
$81.9K
VFM
2407
Vision Financial Markets
Connecticut
$81.8K
PWA
2408
Physician Wealth Advisors
Utah
$80.3K
JAM
2409
JCIC Asset Management
Ontario, Canada
$80.3K
BHWM
2410
Beaird Harris Wealth Management
Texas
$80K
HFS
2411
Horizon Financial Services
North Carolina
$77.7K
RPA
2412
Redwood Park Advisors
California
$76.2K
BCM
2413
Boreal Capital Management
Florida
$75.4K
DFA
2414
DHJJ Financial Advisors
Illinois
$75.2K
FMP
2415
Financial Management Professionals
Texas
$72.9K
SG
2416
Sankala Group
Colorado
$72.3K
FDW
2417
Fourth Dimension Wealth
Ohio
$70.2K
AIM
2418
Arcadia Investment Management
Michigan
$69.1K
MAM
2419
Magellan Asset Management
Australia
$68.9K
CH
2420
CDKV Holdings
Colorado
$68.1K
MAS
2421
MPWM Advisory Solutions
Georgia
$67.6K
PWMG
2422
Private Wealth Management Group
New Jersey
$67.1K
CWM
2423
Consultiva Wealth Management
Puerto Rico
$65.5K
HPBT
2424
Hickory Point Bank & Trust
Illinois
$65.3K
FPB
2425
First PREMIER Bank
South Dakota
$65K