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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
RFG
2426
REAP Financial Group
Texas
$64.7K
NEWAS
2427
N.E.W. Advisory Services
Wisconsin
$63.7K
JWM
2428
JPL Wealth Management
Colorado
$63.1K
FW
2429
Fairway Wealth
Ohio
$62.3K
FDCP
2430
Foster Dykema Cabot & Partners
Massachusetts
$62.2K
EPAM
2431
Evelyn Partners Asset Management
$62K
ECM
2432
Estabrook Capital Management
New York
$61.8K
SWIM
2433
Smallwood Wealth Investment Management
New Jersey
$61.5K
FP
2434
Financial Perspectives
Minnesota
$61.1K
AAG
2435
Armstrong Advisory Group
Massachusetts
$58.8K
MLA
2436
MB, Levis & Associates
Pennsylvania
$58.1K
RTL
2437
Red Tortoise LLC
Georgia
$57.9K
LWM
2438
Lodestone Wealth Management
Washington
$57.9K
KAS
2439
Kemnay Advisory Services
New York
$57.9K
RWM
2440
RMG Wealth Management
Wisconsin
$57.9K
WBC
2441
West Branch Capital
Massachusetts
$57.8K
RA
2442
Rational Advisors
New York
$57.1K
1CP
2443
1015 Capital Partners
Pennsylvania
$56.4K
BTC
2444
Bank & Trust Company
Illinois
$55.8K
AP
2445
Atwood & Palmer
Missouri
$54.8K
KG
2446
Kilter Group
New York
$53.8K
BGAI
2447
Bruce G. Allen Investments
Colorado
$52.8K
DAM
2448
Delta Asset Management
Tennessee
$52.6K
LFASL
2449
Lugano Financial Advisors SA (LFA)
Switzerland
$50.6K
CBT
2450
Crews Bank & Trust
Florida
$50.6K