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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
WP
276
Woodline Partners
California
$29.3M +$18.4M +104,425 +126%
MIM
277
MetLife Investment Management
New Jersey
$29.3M -$6.39M -36,364 -16%
II
278
IFM Investors
Australia
$29.2M -$1.34M -7,613 -4%
MJRIC
279
Mogy Joel R Investment Counsel
California
$29.1M -$1.42M -8,099 -4%
Luther King Capital Management (LKCM)
280
Luther King Capital Management (LKCM)
Texas
$28.9M -$5.76M -32,744 -15%
COPPSERS
281
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$28.3M -$6.61M -37,581 -17%
SPIA
282
Steward Partners Investment Advisory
New York
$28.3M -$1.92M -10,925 -6%
WCM
283
Windward Capital Management
California
$28.2M -$251K -1,428 -0.8%
TRSOTSOK
284
Teachers Retirement System of the State of Kentucky
Kentucky
$27.9M -$1.76M -10,000 -5%
RBI
285
Raiffeisen Bank International
Austria
$27.6M -$677K -3,850 -2%
WA
286
WestEnd Advisors
North Carolina
$26.9M -$6.9M -39,232 -19%
MG
287
Marex Group
$26.7M +$15.8M +90,026 +112%
EF
288
Empowered Funds
Pennsylvania
$26.7M +$224K +1,273 +0.8%
UIM
289
USS Investment Management
United Kingdom
$26.4M +$2.15M +12,211 +8%
BAMF
290
BI Asset Management Fondsmaeglerselskab
Denmark
$26.1M +$10.3M +58,742 +55%
VVP
291
Vulcan Value Partners
Alabama
$25.7M -$5.77M -32,790 -17%
X
292
Xponance
Pennsylvania
$25.6M -$5.5M -31,303 -16%
CLGM
293
Capitolis Liquid Global Markets
New York
$25.2M -$19.7M -112,000 -41%
PDM
294
Penn Davis McFarland
Texas
$24.6M +$309K +1,755 +1%
CA
295
CSM Advisors
Pennsylvania
$24.4M +$26.1M +148,376 +2,072%
Cambridge Investment Research Advisors
296
Cambridge Investment Research Advisors
Iowa
$24.1M -$3.78M -21,489 -12%
NIM
297
NEOS Investment Management
Connecticut
$24.1M +$2.93M +16,660 +12%
Nisa Investment Advisors
298
Nisa Investment Advisors
Missouri
$23.8M -$2.8M -15,908 -9%
CIS
299
Capital International Sarl
California
$23.8M -$3.09M -17,596 -10%
Public Sector Pension Investment Board (PSP Investments)
300
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$23.4M -$29.2M -165,983 -53%

CRM Hedge Fund Activity: Q2 2026 in Review

2,468 of the 8,274 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.