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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
VIG
451
Vienna Insurance Group
Poland
$11.1M +$3.34M +19,000 +37%
CFB
452
Cullen/Frost Bankers
Texas
$11.1M +$16.4K +93 +0.1%
CI
453
Capital International
California
$11M -$627K -3,565 -5%
Balyasny Asset Management
454
Balyasny Asset Management
Illinois
$11M +$7.22M +41,086 +142%
BFM
455
Boothbay Fund Management
New York
$11M +$972K +5,528 +9%
ECM
456
Evergreen Capital Management
Washington
$11M +$1.71M +9,738 +16%
CM
457
CastleKnight Management
New York
$11M
MGP
458
Metis Global Partners
California
$10.9M +$554K +3,148 +5%
AWM
459
Apollon Wealth Management
South Carolina
$10.9M +$3.57M +20,280 +41%
MAM
460
Martingale Asset Management
Massachusetts
$10.8M -$3M -17,085 -20%
WT
461
Washington Trust
Rhode Island
$10.7M -$504K -2,865 -4%
WAM
462
Weiss Asset Management
Massachusetts
$10.7M +$11.8M +67,162 +5,330%
OPCM
463
Osborne Partners Capital Management
California
$10.7M -$1.34M -7,614 -10%
BCI
464
Brinker Capital Investments
Pennsylvania
$10.7M -$1.23M -6,970 -9%
IMCOOI
465
Investment Management Corp of Ontario (IMCO)
Canada
$10.6M -$4.62M -26,288 -28%
BEI
466
Benjamin Edwards Inc
Missouri
$10.6M -$4.42M -25,147 -27%
HFS
467
Hantz Financial Services
Michigan
$10.6M +$3.51M +19,976 +42%
FGP
468
Foyston, Gordon, & Payne
Ontario, Canada
$10.5M +$2.66M +15,118 +30%
KPWS
469
Kestra Private Wealth Services
Texas
$10.5M -$571K -3,250 -5%
ADEF
470
Adams Diversified Equity Fund
Maryland
$10.3M
HPC
471
HM Payson & Co
Maine
$10.2M -$6.45M -36,705 -36%
AF
472
Avanza Fonder
Sweden
$10.2M +$755K +4,295 +7%
BWM
473
Bulltick Wealth Management
Florida
$10.1M +$249K +1,416 +2%
MSU
474
Mizuho Securities USA
New York
$10M +$1.3M +7,398 +13%
SCM
475
Shelton Capital Management
Colorado
$10M -$131K -745 -1%

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.