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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
ROP
376
Rule One Partners
Georgia
$15.6M +$2.11M +12,001 +14%
TWC
377
TD Waterhouse Canada
Ontario, Canada
$15.6M -$1.69M -9,585 -9%
OAM
378
OP Asset Management
$15.5M -$4M -22,735 -19%
TF
379
Talbot Financial
Washington
$15.4M +$190K +1,078 +1%
OCM
380
One Capital Management
California
$15.4M
MOACM
381
Mutual of America Capital Management
New York
$15.4M -$1.6M -9,107 -8%
CIC
382
Crawford Investment Counsel
Georgia
$15.4M +$904K +5,143 +6%
FAMI
383
Fideuram Asset Management (Ireland)
$15.4M +$14.6M +83,294 +1,817%
PFPG
384
Pinnacle Financial Partners (Georgia)
Georgia
$15.4M -$410K -2,333 -2%
Public Employees Retirement Association of Colorado
385
Public Employees Retirement Association of Colorado
Colorado
$15.3M -$40.3M -229,397 -70%
BT
386
Banque Transatlantique
France
$15.2M +$6.33M +36,023 +121%
HBCM
387
Heron Bay Capital Management
Michigan
$15.2M -$1.47M -8,379 -8%
Wealth Enhancement Advisory Services
388
Wealth Enhancement Advisory Services
Minnesota
$14.9M -$4.82M -27,414 -14%
SCTC
389
Sanibel Captiva Trust Company
Florida
$14.7M -$3.72M -21,141 -18%
TW
390
Trajan Wealth
Arizona
$14.5M +$4.98M +28,347 +44%
FCH
391
Freestone Capital Holdings
Washington
$14.4M +$1.9M +10,791 +13%
WCM
392
Westerly Capital Management
California
$14.4M +$16.2M +92,000 New
MFAM
393
Motley Fool Asset Management
Virginia
$14.4M -$3.06M -17,389 -16%
Wealthfront Advisers
394
Wealthfront Advisers
California
$14.2M -$4.05M -23,019 -20%
BCM
395
Becker Capital Management
Oregon
$14.2M +$77.5K +441 +0.5%
AA
396
Ancora Advisors
Ohio
$14.1M +$386K +2,195 +2%
NA
397
NewEdge Advisors
Louisiana
$14.1M +$982K +5,584 +7%
BCM
398
Brookstone Capital Management
Illinois
$14.1M -$2.19M -12,446 -12%
OAM
399
Oppenheimer Asset Management
New York
$13.9M -$429K -2,439 -3%
SA
400
Sanctuary Advisors
Indiana
$13.8M -$2.19M -12,462 -12%

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.