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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
VWM
326
Valley Wealth Managers
New Jersey
$20.1M +$9.38M +53,361 +71%
HCMG
327
Howard Capital Management Group
California
$20.1M +$40.6K +231 +0.2%
CGH
328
Crossmark Global Holdings
Texas
$20M +$6M +34,130 +37%
IMPI
329
Ilmarinen Mutual Pension Insurance
Finland
$19.9M -$5.98M -34,023 -21%
TNB
330
Thomasville National Bank
Georgia
$19.9M +$22.3M +126,832 New
CFM
331
Catalyst Funds Management
Australia
$19.8M +$20.1M +114,550 +980%
MIF
332
Mediolanum International Funds
Ireland
$19.6M +$4.74M +26,950 +28%
DDPIC
333
Deroy & Devereaux Private Investment Counsel
Michigan
$19.5M +$21.9M +124,724 New
IMRF
334
Illinois Municipal Retirement Fund
Illinois
$19.3M +$9.21M +52,376 +74%
NYLIM
335
New York Life Investment Management
New York
$19.1M -$2.94M -16,745 -12%
JT
336
Jupiter Topco
New York
$19M +$21.4M +121,461 New
CIA
337
Concurrent Investment Advisors
Florida
$18.9M +$14M +79,437 +118%
URS
338
Utah Retirement Systems
Utah
$18.9M -$4.85M -27,555 -19%
DP
339
Dundas Partners
United Kingdom
$18.7M +$2.52M +14,335 +14%
BCIM
340
British Columbia Investment Management
British Columbia, Canada
$18.7M -$10.2M -58,032 -33%
PFSRSONJ
341
Police & Firemen's Retirement System of New Jersey
New Jersey
$18.6M -$3.81M -21,688 -15%
OSAM
342
O'Shaughnessy Asset Management
Connecticut
$18.5M -$6.8M -38,673 -25%
PP
343
Prudential plc
United Kingdom
$18.5M +$3.68M +20,948 +22%
HCM
344
Hollencrest Capital Management
California
$18.4M -$1.84M -10,453 -8%
MCP
345
Meridiem Capital Partners
Texas
$18.4M -$9.67M -54,977 -32%
FIA
346
Foundations Investment Advisors
Arizona
$18.2M +$774K +4,401 +4%
TH
347
TCTC Holdings
Texas
$18.1M -$1.37M -7,806 -6%
VLKIM
348
Van Lanschot Kempen Investment Management
Netherlands
$18.1M +$3.83M +21,800 +23%
AS
349
Aware Super
Australia
$17.8M -$370K -2,102 -2%
KAS
350
Kestra Advisory Services
Texas
$17.8M -$902K -5,132 -4%

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.