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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
SCB
501
Saudi Central Bank
Saudi Arabia
$8.75M +$3.74M +21,246 +61%
UF
502
Univest Financial
Pennsylvania
$8.71M -$545K -3,100 -5%
NB
503
Norinchukin Bank
Japan
$8.62M -$1.73M -9,833 -15%
PWM
504
Positano Wealth Management
$8.53M +$2.17M +12,316 +29%
LI
505
Louisbourg Investments
New Brunswick, Canada
$8.44M +$2.47M +14,029 +26%
EH
506
Equitable Holdings
New York
$8.41M -$551K -3,132 -6%
Hudson Bay Capital Management
507
Hudson Bay Capital Management
Connecticut
$8.4M +$8.97M +50,984 +1,924%
ERSOT
508
Employees Retirement System of Texas
Texas
$8.39M
ET
509
Equitable Trust
Tennessee
$8.35M +$6.58M +37,416 +236%
HI
510
Horizon Investments
North Carolina
$8.22M -$5M -28,452 -35%
PCMC
511
Paragon Capital Management (Colorado)
Colorado
$8.17M
CI
512
CX Institutional
Indiana
$8.11M -$415K -2,361 -4%
VAM
513
Veritas Asset Management
United Kingdom
$8.11M -$387M -2,202,145 -98%
LMIM
514
Lockheed Martin Investment Management
Maryland
$8.08M -$1.34M -7,600 -13%
LWCFA
515
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.07M -$13.6M -77,344 -60%
JF
516
Jump Financial
Illinois
$8.06M +$9.05M +51,464 New
RCA
517
Riverview Capital Advisers
Massachusetts
$8.06M +$1.65M +9,371 +22%
NRG
518
Nemes Rush Group
Michigan
$8.04M +$266K +1,515 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
519
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.01M -$1.36M -7,709 -13%
AGA
520
Altrinsic Global Advisors
Connecticut
$7.99M -$822K -4,677 -8%
PA
521
Parallel Advisors
California
$7.98M -$1.62M -9,203 -15%
AWA
522
Arkadios Wealth Advisors
Georgia
$7.94M +$100K +569 +1%
PFS
523
Prospera Financial Services
Texas
$7.94M +$1.13M +6,412 +14%
JRP
524
Jasper Ridge Partners
California
$7.92M -$232K -1,320 -3%
BFA
525
Bragg Financial Advisors
North Carolina
$7.92M -$192K -1,092 -2%

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.