We are live on ! Find out more
CRM icon

Salesforce

2,466 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, 1,280 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: 2,6812,466 (-215)

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: 1,280

47% less first-time investments, than exits

New positions opened: 180 | Existing positions closed: 341

Holders
2,466
Holders Change
-215
Holders Change %
-8.02%
% 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
1,280
Closed
341
Calls
$7.97B
Puts
$7.1B
Net Calls
+$879M
Net Calls Change
+$495M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$927M -$75.9M -431,496 -7%
Fidelity International
27
Fidelity International
Bermuda
$921M +$104M +588,727 +11%
IFP
28
Independent Franchise Partners
United Kingdom
$912M +$314M +1,783,787 +44%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$845M -$105M -594,861 -10%
Alyeska Investment Group
30
Alyeska Investment Group
Illinois
$730M +$820M +4,662,005 New
Pictet Asset Management
31
Pictet Asset Management
Switzerland
$714M +$23.8M +135,132 +3%
Vanguard Fiduciary Trust
32
Vanguard Fiduciary Trust
Pennsylvania
$712M -$120M -684,297 -13%
First Trust Advisors
33
First Trust Advisors
Illinois
$702M +$136M +771,326 +21%
Grantham, Mayo, Van Otterloo & Co (GMO)
34
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$694M +$419K +2,381 +0.1%
Deutsche Bank
35
Deutsche Bank
Germany
$630M +$91.1M +517,820 +15%
Barclays
36
Barclays
United Kingdom
$609M +$104M +591,313 +18%
Citigroup
37
Citigroup
New York
$607M +$259M +1,472,284 +61%
Fisher Asset Management
38
Fisher Asset Management
Washington
$600M -$10.5M -59,449 -2%
Dimensional Fund Advisors
39
Dimensional Fund Advisors
Texas
$599M -$28.8M -163,595 -4%
Victory Capital Management
40
Victory Capital Management
Texas
$594M +$234M +1,330,717 +54%
Invesco
41
Invesco
Georgia
$580M +$10.3M +58,775 +2%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$572M +$551M +3,134,039 +606%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$559M -$236M -1,340,122 -27%
Hotchkis & Wiley Capital Management
44
Hotchkis & Wiley Capital Management
California
$552M -$29.6M -168,329 -5%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$544M +$588M +3,345,639 +2,679%
Amundi
46
Amundi
France
$528M -$51.7M -294,196 -8%
Raymond James Financial
47
Raymond James Financial
Florida
$510M -$58M -329,871 -9%
Nuveen
48
Nuveen
North Carolina
$505M -$42M -239,027 -7%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$492M -$45M -256,098 -8%
Wells Fargo
50
Wells Fargo
California
$487M -$132M -748,508 -19%

CRM Hedge Fund Activity: Q2 2026 in Review

2,466 of the 8,267 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 1,280 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.

  • 2,466 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.