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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
CPA
2751
Cardiff Park Advisors
California
-$210K -1,124 Closed
CW
2752
Code Waechter
Florida
-$209K -1,117 Closed
CFS
2753
CRA Financial Services
New Jersey
-$208K -1,116 Closed
HC
2754
Hamilton Capital
Ohio
-$208K -1,116 Closed
WA
2755
Winter & Associates
Minnesota
-$206K -1,115 Closed
JC
2756
JB Capital
Connecticut
-$207K -1,108 Closed
SLP
2757
Storen Legacy Partners
Indiana
-$207K -1,107 Closed
MWP
2758
Meriwether Wealth & Planning
Louisiana
-$206K -1,106 Closed
FNWM
2759
Financial Network Wealth Management
Utah
-$206K -1,105 Closed
ICP
2760
Impact Capital Partners
Colorado
-$206K -1,105 Closed
FSA
2761
Fort Sheridan Advisors
Illinois
-$206K -1,102 Closed
GS
2762
GWN Securities
Florida
-$204K -1,094 Closed
DWM
2763
Dynasty Wealth Management
Florida
-$204K -1,091 Closed
MCM
2764
Mengis Capital Management
Oregon
-$203K -1,090 Closed
FOA
2765
Five Oceans Advisors
California
-$203K -1,089 Closed
BW
2766
Blalock Williams
Alabama
-$202K -1,081 Closed
VEM
2767
Vann Equity Management
Texas
-$202K -1,080 Closed
CG
2768
Clifford Group
Massachusetts
-$201K -1,075 Closed
XWM
2769
Xcel Wealth Management
Florida
-$200K -1,073 Closed
SIS
2770
Sound Income Strategies
Florida
-$199K -1,067 Closed
SC
2771
Skylands Capital
Wisconsin
-$187K -1,000 Closed
MIFH
2772
Migdal Insurance & Financial Holdings
Israel
-$172K -920 Closed
WSFG
2773
Wall Street Financial Group
Illinois
-$161K -863 Closed
DWP
2774
Destiny Wealth Partners
Florida
-$135K -722 Closed
LCA
2775
Legend Capital Advisors
New York
-$112K -600 Closed

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.