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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
CCP
351
Clifford Capital Partners
Utah
$17.7M +$19.9M +113,078 New
RG
352
Renaissance Group
Kentucky
$17.4M -$3.97M -22,558 -17%
Vanguard Personalized Indexing Management
353
Vanguard Personalized Indexing Management
California
$17.3M -$2.29M -13,019 -11%
EI
354
Ethic Inc
New York
$17.2M -$1.36M -7,743 -7%
FVWA
355
Foster Victor Wealth Advisors
South Carolina
$17.1M +$3.13M +17,772 +21%
Capstone Investment Advisors
356
Capstone Investment Advisors
New York
$17M +$16.1M +91,375 +533%
NAM
357
Nissay Asset Management
Japan
$16.8M -$2.14M -12,190 -10%
AV
358
ASR Vermogensbeheer
Netherlands
$16.7M -$5.76M -32,777 -24%
BHCM
359
Brevan Howard Capital Management
Jersey
$16.6M +$17.8M +101,060 +2,030%
DA
360
Dash Acquisitions
California
$16.6M -$645K -3,669 -4%
GT
361
Glenmede Trust
Pennsylvania
$16.6M -$18.4M -104,873 -50%
OAC
362
OMERS Administration Corp
Ontario, Canada
$16.2M -$300K -1,706 -2%
VanEck Associates
363
VanEck Associates
New York
$16.2M -$107M -607,651 -85%
BPWM
364
Badgley Phelps Wealth Managers
Washington
$16.1M -$624K -3,547 -3%
CA
365
Clearstead Advisors
Ohio
$16.1M +$1.63M +9,255 +10%
GT
366
Greenleaf Trust
Michigan
$16.1M -$88.8K -505 -0.5%
BPA
367
Beacon Pointe Advisors
California
$16M -$996K -5,666 -5%
BWP
368
Barlow Wealth Partners
Kentucky
$16M +$5.15M +29,293 +44%
CPCPP
369
Canada Post Corporation Pension Plan
Canada
$15.9M -$1.03M -5,870 -5%
BMSSC
370
B. Metzler seel. Sohn & Co
Germany
$15.9M -$5.4M -30,722 -23%
RP
371
Riverbridge Partners
Minnesota
$15.9M -$11.3M -64,054 -39%
MFIM
372
Mesirow Financial Investment Management
Illinois
$15.8M +$190K +1,082 +1%
OPERF
373
Oregon Public Employees Retirement Fund
Oregon
$15.8M -$1.17M -6,661 -6%
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$15.8M +$3.43M +19,528 +24%
MCM
375
Maytus Capital Management
New York
$15.7M +$9.52M +54,164 +118%

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.