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Salesforce

2,468 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, 1,281 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: 2,6812,468 (-213)

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: 1,281

47% less first-time investments, than exits

New positions opened: 180 | Existing positions closed: 341

Holders
2,468
Holders Change
-213
Holders Change %
-7.94%
% of All Funds
29.83%
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
1,281
Closed
341
Calls
$7.97B
Puts
$7.1B
Net Calls
+$879M
Net Calls Change
+$495M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
251
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.4M +$733K +4,168 +2%
VIM
252
Vinva Investment Management
Australia
$33.4M +$15.4M +87,376 +70%
Renaissance Technologies
253
Renaissance Technologies
New York
$33.3M +$37.4M +212,601 New
Janney Montgomery Scott
254
Janney Montgomery Scott
Pennsylvania
$32.8M -$7.53M -42,803 -17%
Royal London Asset Management
255
Royal London Asset Management
United Kingdom
$32.5M -$6.1M -34,678 -14%
SC
256
Scotia Capital
Ontario, Canada
$32.1M +$4.75M +27,001 +15%
Commonwealth Equity Services
257
Commonwealth Equity Services
Massachusetts
$31.8M -$3.58M -20,340 -9%
JSC
258
J. Stern & Co
United Kingdom
$31.8M +$3.4M +19,321 +11%
SO
259
STRS Ohio
Ohio
$31.6M -$28.3M -161,141 -44%
WFA
260
Wedbush Fund Advisers
California
$31.5M +$8.19M +46,568 +30%
HIMC
261
Heritage Investors Management Corp
Maryland
$31.4M +$752K +4,276 +2%
ETC
262
Exchange Traded Concepts
Oklahoma
$31.2M +$10.5M +59,537 +43%
CC
263
Crosslink Capital
California
$31M +$389M +2,211,935 +1,626%
OCBCO
264
Oversea-Chinese Banking Corp (OCBC)
Singapore
$31M +$11.3M +64,437 +49%
ZIG
265
Zuckerman Investment Group
Illinois
$31M +$1.04M +5,891 +3%
SLAM
266
Swiss Life Asset Management
$30.9M -$2.86M -16,259 -8%
MT
267
Midwest Trust
Kansas
$30.6M +$619K +3,523 +2%
VDI
268
Vaughan David Investments
Illinois
$30.5M +$4.16M +23,676 +14%
ICM
269
Invenomic Capital Management
Massachusetts
$30.3M -$5.32M -30,242 -14%
SFA
270
Sequoia Financial Advisors
Ohio
$29.9M -$29.4M -167,288 -47%
VA
271
Vident Advisory
Georgia
$29.7M +$7.33M +41,697 +28%
EOJOAM
272
E. Ohman J:or Asset Management
Sweden
$29.6M +$2.56M +14,538 +8%
P
273
PensionDanmark
Denmark
$29.6M +$1.06M +6,036 +3%
PNC
274
Park National Corp
Ohio
$29.6M +$5.78M +32,857 +21%
PI
275
PineBridge Investments
New York
$29.4M -$3.71M -21,093 -10%

CRM Hedge Fund Activity: Q2 2026 in Review

2,468 of the 8,273 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 1,281 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.

  • 2,468 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.