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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
TF
2776
Tompkins Financial
New York
-$103K -550 Closed
CM
2777
Caption Management
Oklahoma
-$87.9K -500 Closed
OWA
2778
Opal Wealth Advisors
New York
-$89.4K -479 Closed
MAM
2779
Magellan Asset Management
Australia
-$68.9K -369 Closed
TGY2IT
2780
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$62.7K -336 Closed
FW
2781
Fairway Wealth
Ohio
-$62.3K -334 Closed
TLFA
2782
True Link Financial Advisors
California
-$36.4K -195 Closed
LWMI
2783
Legacy Wealth Management (Idaho)
Idaho
-$23.7K -127 Closed
CIR
2784
Clear Investment Research
Georgia
-$22.2K -119 Closed
LB
2785
Legacy Bridge
Iowa
-$19.2K -103 Closed
BSC
2786
Brown Shipley & Co
United Kingdom
-$13.1K -70 Closed
FFL
2787
Financial Freedom LLC
Ohio
-$12K -64 Closed
GWSA
2788
Global Wealth Strategies & Associates
Colorado
-$11.9K -64 Closed
PWA
2789
Portus Wealth Advisors
North Carolina
-$11.9K -64 Closed
SAM
2790
Sherman Asset Management
California
-$9.71K -52 Closed
EA
2791
Evolution Advisers
Virginia
-$8.27K -47 -94%
TWM
2792
TopTier Wealth Management
Wisconsin
-$8.77K -47 Closed
TFG
2793
Team Financial Group
California
-$8.49K -45 Closed
MWA
2794
Merkkuri Wealth Advisors
New York
-$7.31K -39 Closed
CFG
2795
Clayton Financial Group
Missouri
-$6.91K -37 Closed
WCM
2796
Westend Capital Management
California
-$5.6K -30 Closed
SA
2797
Scarborough Advisors
Maryland
-$4.85K -26 Closed
WFG
2798
Wormser Freres Gestion
France
-$4.58K -24 Closed
WOSD
2799
WFA of San Diego
California
-$4.11K -22 Closed
MWC
2800
MBM Wealth Consultants
Missouri
-$3.73K -20 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.