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Salesforce

2,467 hedge funds and large institutions have $109B invested in Salesforce in 2026 Q2 according to their latest regulatory filings, with 180 funds opening new positions, 819 increasing their positions, 1,280 reducing their positions, and 341 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

5.36% more ownership

Funds ownership: 79.91%85.27% (+5.4%)

8% less funds holding

Funds holding: 2,6812,467 (-214)

21% less capital invested

Capital invested by funds: $138B → $109B (-$28.6B)

25% less funds holding in top 10

Funds holding in top 10: 3627 (-9)

36% less repeat investments, than reductions

Existing positions increased: 819 | Existing positions reduced: 1,280

47% less first-time investments, than exits

New positions opened: 180 | Existing positions closed: 341

Holders
2,467
Holders Change
-214
Holders Change %
-7.98%
% of All Funds
29.82%
Holding in Top 10
27
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-25%
% of All Funds
0.33%
New
180
Increased
819
Reduced
1,280
Closed
341
Calls
$7.97B
Puts
$7.1B
Net Calls
+$879M
Net Calls Change
+$495M
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
226
Boston Partners
Massachusetts
$37.8M +$39.5M +224,453 +1,361%
GAM
227
Gotham Asset Management
New York
$37.8M +$28.6M +162,480 +207%
NAMI
228
Nomura Asset Management International
Pennsylvania
$37.6M -$6.92M -39,361 -14%
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$36.8M -$2.06M -11,731 -5%
CNB
230
Czech National Bank
Czech Republic
$36.5M -$3.93M -22,338 -9%
MSV
231
MN Services Vermogensbeheer
Netherlands
$36.4M -$25M -141,900 -38%
EGM
232
Engineers Gate Manager
New York
$36.4M +$40.5M +230,506 +12,313%
BCWM
233
Bartlett & Co Wealth Management
Ohio
$36.4M -$2.21M -12,576 -5%
IMC Chicago
234
IMC Chicago
Illinois
$36.2M +$40.6M +230,873 New
BPCE
235
Bank Pictet & Cie (Europe)
Germany
$36.2M +$1.82M +10,327 +5%
ABC
236
Associated Banc-Corp
Wisconsin
$36.2M -$535K -3,042 -1%
TI
237
Tidal Investments
Wisconsin
$36.1M +$3.69M +20,960 +10%
Truist Financial
238
Truist Financial
North Carolina
$35.9M -$12.9M -73,165 -24%
SOMRS
239
State of Michigan Retirement System
Michigan
$35.8M -$2.83M -16,100 -7%
YIH
240
Y-Intercept (HK)
Hong Kong
$35.5M +$28.7M +163,417 +259%
PEAK6
241
PEAK6
Illinois
$35.5M +$35.4M +201,519 +810%
VOYA Investment Management
242
VOYA Investment Management
Georgia
$35.2M -$27.9M -158,864 -41%
RPI
243
Railway Pension Investments
United Kingdom
$34.9M +$5.63M +32,000 +17%
SL
244
Summitry LLC
California
$34.9M -$102K -580 -0.3%
DK
245
DJE Kapital
Germany
$34.8M +$5.94M +33,776 +19%
ASRS
246
Arizona State Retirement System
Arizona
$34.7M -$6.23M -35,403 -14%
GAM
247
Guinness Asset Management
United Kingdom
$34.5M -$4.31M -24,537 -10%
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$34.2M -$5.58M -31,724 -13%
HC
249
Henshaw Capital
Massachusetts
$33.8M -$141K -800 -0.4%
RG
250
Rathbones Group
United Kingdom
$33.4M +$2.92M +16,607 +8%

CRM Hedge Fund Activity: Q2 2026 in Review

2,467 of the 8,272 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: 341 funds closed out of CRM and 180 opened new positions — a net loss of 161 holders — while 1,280 trimmed existing stakes and 819 added.

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

  • 2,467 institutional investors held Salesforce (CRM) as of Q2 2026, down from 2,681 in Q1 2026.
  • Funds reported $109B of Salesforce stock for Q2 2026, down 21% quarter-over-quarter.
  • 180 funds opened new Salesforce positions in Q2 2026 and 341 closed out, a net change of -161 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.