We are live on ! Find out more
CRM icon

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
HIP
526
HUB Investment Partners
Texas
$7.87M +$337K +1,916 +4%
Two Sigma Investments
527
Two Sigma Investments
New York
$7.82M +$7.92M +45,014 +918%
STA
528
Summit Trail Advisors
New York
$7.76M +$122K +692 +1%
KFA
529
Krane Funds Advisors
New York
$7.74M +$5.96M +33,895 +219%
WIM
530
Weitz Investment Management
Nebraska
$7.72M -$5.66M -32,200 -40%
OA
531
Oak Associates
Ohio
$7.66M -$68.8K -391 -0.8%
AI
532
Atria Investments
North Carolina
$7.59M -$1.13M -6,433 -12%
GCM
533
Graham Capital Management
Connecticut
$7.56M -$21M -119,518 -71%
MHIP
534
Mountain Hill Investment Partners
New Jersey
$7.45M
PCA
535
Pallas Capital Advisors
Massachusetts
$7.45M +$676K +3,847 +9%
MG
536
Montaka Global
$7.4M +$1.6M +9,126 +24%
Twin Tree Management
537
Twin Tree Management
Texas
$7.39M +$8.3M +47,195 New
WCMN
538
Westchester Capital Management (Nebraska)
Nebraska
$7.37M +$144K +820 +2%
M
539
MOTCO
Texas
$7.33M +$412K +2,344 +5%
NMERB
540
New Mexico Educational Retirement Board
New Mexico
$7.31M +$457K +2,600 +6%
MCM
541
MAI Capital Management
Ohio
$7.29M +$1.04M +5,895 +15%
Jennison Associates
542
Jennison Associates
New York
$7.28M +$531K +3,017 +7%
BF
543
BOK Financial
Oklahoma
$7.25M -$216K -1,227 -3%
LOAME
544
Lombard Odier Asset Management (Europe)
United Kingdom
$7.25M +$934K +5,310 +13%
LSA
545
Leonteq Securities AG
Switzerland
$7.23M +$8.11M +46,146 New
LG
546
LaFleur & Godfrey
Michigan
$7.18M +$8.05M +45,803 New
VI
547
Vestcor Inc
New Brunswick, Canada
$7.17M +$3.46M +19,660 +75%
NAAA
548
New Age Alpha Advisors
New York
$7.13M +$2.83M +16,071 +55%
HIMCH
549
Hartford Investment Management Co (HIMCO)
Connecticut
$7.09M -$1.43M -8,116 -15%
JC
550
Jacobs & Co
California
$7.08M +$229K +1,302 +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.