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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
ASA
426
Axxion S.A.
Luxembourg
$12.6M +$14.1M +80,133 New
DIA
427
Davidson Investment Advisors
Montana
$12.5M -$1.22M -6,925 -8%
AAIS
428
ABN AMRO Investment Solutions
$12.5M -$27.2M -154,436 -66%
GG
429
Greenwood Gearhart
Arkansas
$12.5M +$336K +1,910 +2%
UCFA
430
United Capital Financial Advisors
Texas
$12.4M -$8.79M -50,010 -39%
Pathstone Holdings
431
Pathstone Holdings
New Jersey
$12.4M -$3.76M -21,403 -21%
ONB
432
Old National Bancorp
Indiana
$12.3M -$1.5M -8,548 -10%
CI Investments Inc
433
CI Investments Inc
Ontario, Canada
$12.3M -$46.4M -263,949 -77%
TCOV
434
Trust Company of Vermont
Vermont
$12.3M +$13.8M +78,520 New
BBA
435
Baader Bank Aktiengesellschaft
Germany
$12.2M +$555K +3,156 +4%
FNBOO
436
First National Bank of Omaha
Nebraska
$12.1M -$550K -3,130 -4%
GCM
437
Gibraltar Capital Management
Oklahoma
$12M +$305K +1,735 +2%
MAM
438
Madison Asset Management
Wisconsin
$12M -$2.83M -16,072 -17%
SAM
439
Silvercrest Asset Management
New York
$11.9M -$37.5K -213 -0.3%
NAM
440
NorthCrest Asset Manangement
Minnesota
$11.8M +$404K +2,298 +3%
PAIM
441
Punch & Associates Investment Management
Minnesota
$11.7M +$13.2M +74,875 New
1832 Asset Management
442
1832 Asset Management
Ontario, Canada
$11.7M -$3.1M -17,650 -19%
A
443
Allianz
Germany
$11.6M +$227K +1,292 +2%
Jacobs Levy Equity Management
444
Jacobs Levy Equity Management
New Jersey
$11.6M -$20.3M -115,342 -61%
BP
445
BNP Paribas
France
$11.6M +$2.15M +12,214 +20%
RIG
446
RiverFront Investment Group
Virginia
$11.5M +$12.4M +70,250 +2,215%
GC
447
Grimes & Company
Massachusetts
$11.4M -$404K -2,295 -3%
NSAM
448
North Star Asset Management
Wisconsin
$11.3M +$144K +821 +1%
DCM
449
Discovery Capital Management
Connecticut
$11.3M +$3.94M +22,400 +45%
EAM
450
EULAV Asset Management
Florida
$11.1M -$1.58M -9,002 -11%

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.