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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
AFC
2451
Ares Financial Consulting
California
$49.5K
BW
2452
Basepoint Wealth
Iowa
$49.5K
AIC
2453
Archer Investment Corporation
Indiana
$45.9K
WA
2454
WPG Advisers
Maryland
$45.4K
MWA
2455
Medallion Wealth Advisors
Connecticut
$45K
FCMT
2456
Founders Capital Management (Texas)
Texas
$44.1K
SC
2457
Steph & Co
Wisconsin
$43.9K
RCM
2458
Raleigh Capital Management
North Carolina
$43.2K
LHEI
2459
Leo H. Evart Inc
California
$42.9K
BONH
2460
Bank of New Hampshire
New Hampshire
$42.7K
EWP
2461
Elevation Wealth Partners
California
$42.6K
T
2462
Tidemark
California
$42.4K
UIA
2463
Ulland Investment Advisors
Minnesota
$42K
AW
2464
Avion Wealth
Texas
$42K
CFS
2465
CGC Financial Services
Oregon
$41.6K
SHIM
2466
Stone House Investment Management
Pennsylvania
$41.1K
PWM
2467
Proathlete Wealth Management
Florida
$40K
WSA
2468
Wealth Science Advisors
Georgia
$39.7K
NWMP
2469
Noble Wealth Management PBC
Colorado
$39.4K
SC
2470
Swan Capital
Florida
$38.8K
MIM
2471
MTM Investment Management
South Carolina
$37.9K
AF
2472
Align Financial
Minnesota
$37.9K
ME
2473
McIlrath & Eck
Washington
$37.8K
NWM
2474
Nova Wealth Management
Florida
$37.3K
TLFA
2475
True Link Financial Advisors
California
$36.4K