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Salesforce
CRM

2,681 hedge funds and large institutions have $138B invested in Salesforce in 2026 Q1 according to their latest regulatory filings, with 239 funds opening new positions, 1,063 increasing their positions, 1,178 reducing their positions, and 456 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $8.26B | Put options by funds: $7.88B

10% less repeat investments, than reductions

Existing positions increased: 1,063 | Existing positions reduced: 1,178

6.53% less ownership

Funds ownership: 86.44% → 79.91% (-6.5%)

9% less funds holding

Funds holding: 2,947 → 2,681 (-266)

39% less funds holding in top 10

Funds holding in top 10: 59 → 36 (-23)

45% less capital invested

Capital invested by funds: $249B → $138B (-$111B)

48% less first-time investments, than exits

New positions opened: 239 | Existing positions closed: 456

Holders
2,681
Holders Change
-266
Holders Change %
-9.03%
% of All Funds
32.81%
Holding in Top 10
36
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-38.98%
% of All Funds
0.44%
New
239
Increased
1,063
Reduced
1,178
Closed
456
Calls
$8.26B
Puts
$7.88B
Net Calls
+$384M
Net Calls Change
-$593M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.62B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.48B
3
Harris Associates
Harris Associates
Illinois
+$1.06B
4
Capital Research Global Investors
Capital Research Global Investors
California
+$878M
5
IFP
Independent Franchise Partners
United Kingdom
+$725M

Top Sellers

Rank Fund Capital Flow
1
JSC
J. Stern & Co
United Kingdom
-$9.78B
2
Capital International Investors
Capital International Investors
California
-$2.09B
3
GIM
Generation Investment Management
United Kingdom
-$735M
4
Capital World Investors
Capital World Investors
California
-$614M
5
ClearBridge Investments
ClearBridge Investments
New York
-$542M
Name Holding Trade Value Shares
Change 		Change in
Stake
WW
3126
Winnow Wealth
Texas
– -$6.63K -25 Closed
VWWMG
3127
Vermillion & White Wealth Management Group
Pennsylvania
– -$5.03K -19 Closed
SFS
3128
Sunrise Financial Services
Washington
– -$4.77K -18 Closed
CWM
3129
Copia Wealth Management
Oregon
– -$4.5K -17 Closed
BFM
3130
Brooklands Fund Management
United Kingdom
– -$3.18K -15 Closed
LC
3131
Luminist Capital
Michigan
– -$3.97K -15 Closed
FC
3132
Family CFO
California
– -$2.91K -11 Closed
FS
3133
Financially Speaking
Colorado
– -$2.91K -11 Closed
CB
3134
Centennial Bank
Arkansas
– -$2.65K -10 Closed
RG
3135
RHL Group
Michigan
– -$2.12K -8 Closed
BWM
3136
Benson Wealth Management
Tennessee
– -$530 -2 Closed
LIA
3137
Luken Investment Analytics
Tennessee
– -$530 -2 Closed
122 123 124 125
126

CRM Hedge Fund Activity: Q1 2026 in Review

2,681 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2026, worth a combined $138B — down 45% from $249B a quarter earlier.

Sellers outnumbered buyers: 456 funds closed out of CRM and 239 opened new positions — a net loss of 217 holders — while 1,178 trimmed existing stakes and 1,063 added.

The largest buyer was Morgan Stanley, adding an estimated $2.62B. The largest seller was J. Stern & Co, cutting an estimated $9.78B.

  • 2,681 institutional investors held Salesforce (CRM) as of Q1 2026, down from 2,947 in Q4 2025.
  • Funds reported $138B of Salesforce stock for Q1 2026, down 45% quarter-over-quarter.
  • 239 funds opened new Salesforce positions in Q1 2026 and 456 closed out, a net change of -217 holders.
  • The largest Salesforce buyer in Q1 2026 was Morgan Stanley, an estimated $2.62B added.
  • The largest Salesforce seller in Q1 2026 was J. Stern & Co, an estimated $9.78B sold.

Based on aggregated 13F filings for Q1 2026.