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Salesforce

2,475 hedge funds and large institutions have $109B invested in Salesforce in 2026 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 820 increasing their positions, 1,287 reducing their positions, and 344 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $7.97B | Put options by funds: $7.1B

5.49% more ownership

Funds ownership: 79.96%85.46% (+5.5%)

8% less funds holding

Funds holding: 2,6882,475 (-213)

21% less capital invested

Capital invested by funds: $138B → $109B (-$28.5B)

23% less funds holding in top 10

Funds holding in top 10: 3527 (-8)

36% less repeat investments, than reductions

Existing positions increased: 820 | Existing positions reduced: 1,287

47% less first-time investments, than exits

New positions opened: 181 | Existing positions closed: 344

Holders
2,475
Holders Change
-213
Holders Change %
-7.92%
% of All Funds
29.8%
Holding in Top 10
27
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-22.86%
% of All Funds
0.33%
New
181
Increased
820
Reduced
1,287
Closed
344
Calls
$7.97B
Puts
$7.1B
Net Calls
+$879M
Net Calls Change
+$495M

CRM Hedge Fund Activity: Q2 2026 in Review

2,475 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q2 2026, worth a combined $109B — down 21% from $138B a quarter earlier.

Sellers outnumbered buyers: 344 funds closed out of CRM and 181 opened new positions — a net loss of 163 holders — while 1,287 trimmed existing stakes and 820 added.

The largest buyer was JP Morgan Chase, adding an estimated $953M. The largest seller was Morgan Stanley, cutting an estimated $1.47B.

  • 2,475 institutional investors held Salesforce (CRM) as of Q2 2026, down from 2,688 in Q1 2026.
  • Funds reported $109B of Salesforce stock for Q2 2026, down 21% quarter-over-quarter.
  • 181 funds opened new Salesforce positions in Q2 2026 and 344 closed out, a net change of -163 holders.
  • The largest Salesforce buyer in Q2 2026 was JP Morgan Chase, an estimated $953M added.
  • The largest Salesforce seller in Q2 2026 was Morgan Stanley, an estimated $1.47B sold.

Based on aggregated 13F filings for Q2 2026.