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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
CAM
476
Cresset Asset Management
Illinois
$10M +$1.57M +8,935 +16%
RMA
477
Roffman Miller Associates
Pennsylvania
$9.91M -$1.39M -7,913 -11%
CB
478
Commerce Bank
Missouri
$9.88M -$519K -2,951 -4%
SSA
479
Schonfeld Strategic Advisors
New York
$9.8M +$4.26M +24,214 +63%
GIBU
480
Gulf International Bank (UK)
United Kingdom
$9.64M -$1.92M -10,893 -15%
SWIG
481
Strategic Wealth Investment Group
Kentucky
$9.62M -$196K -1,114 -2%
SWM
482
Sendero Wealth Management
Texas
$9.61M +$1.41M +8,027 +15%
BFO
483
Boston Family Office
Massachusetts
$9.6M -$4.03M -22,946 -27%
GHA
484
GW Henssler & Associates
Georgia
$9.57M -$1.93M -10,958 -15%
FFA
485
Farther Finance Advisors
California
$9.49M +$3M +17,084 +39%
MCM
486
Mill Capital Management
North Carolina
$9.38M -$17.1K -97 -0.2%
EAM
487
Erste Asset Management
Austria
$9.34M +$1.32M +7,484 +15%
MC
488
Middleton & Co
Massachusetts
$9.24M -$217K -1,236 -2%
DWM
489
Dakota Wealth Management
Florida
$9.24M +$8.67M +49,295 +510%
MIM
490
Marco Investment Management
Georgia
$9.23M +$384K +2,186 +4%
JG
491
Jain Global
New York
$9.2M +$1.85M +10,538 +22%
1M
492
1248 Management
Missouri
$9.17M +$5.46M +31,067 +113%
NSUP
493
NLB Skladi upravljanje premozenja
$9.06M -$279K -1,584 -3%
KRS
494
Kentucky Retirement Systems
Kentucky
$9.02M +$2.07M +11,760 +26%
SCA
495
Stonebridge Capital Advisors
Minnesota
$8.92M -$134K -760 -1%
PL
496
Parthenon LLC
Kentucky
$8.9M +$79.1K +450 +0.8%
DWM
497
Diversify Wealth Management
Utah
$8.86M +$1.05M +5,947 +13%
DAS
498
Diversify Advisory Services
Utah
$8.86M +$8.98M +51,047 New
RIA
499
RPG Investment Advisory
California
$8.78M +$114K +650 +1%
WC
500
Whitney & Co
New York
$8.77M +$269K +1,528 +3%

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.