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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
AC
576
Allstate Corporation
Illinois
$6.19M -$11M -62,675 -61%
PAG
577
Private Advisor Group
New Jersey
$6.18M -$1.69M -9,616 -20%
IIM
578
INTECH Investment Management
Florida
$6.18M -$1.76M -10,017 -20%
SBFM
579
S-Bank Fund Management
Finland
$6.16M -$2.43M -13,830 -26%
AF
580
Allworth Financial
California
$6.12M -$2.21M -12,593 -24%
Squarepoint
581
Squarepoint
New York
$6.09M +$2.46M +13,996 +56%
7WCP
582
71 West Capital Partners
Massachusetts
$6.08M +$248K +1,410 +4%
ARG
583
Advisory Resource Group
Oklahoma
$6.06M +$551K +3,132 +9%
GAM
584
Groupama Asset Management
France
$6.05M +$96.7K +550 +1%
AAB
585
ABN AMRO Bank
Netherlands
$6.03M -$57.3K -326 -0.8%
WWA
586
WCG Wealth Advisors
Nevada
$6.02M +$1.4M +7,959 +26%
DF
587
DNCA Finance
France
$5.98M -$3.66M -20,800 -35%
WANY
588
Wealthspire Advisors (New York)
New York
$5.98M +$418K +2,379 +7%
AAM
589
Advisors Asset Management
Colorado
$5.97M -$116K -657 -2%
BZWA
590
Blue Zone Wealth Advisors
California
$5.95M -$99.4K -565 -1%
CGPCS
591
Capital Group Private Client Services
California
$5.92M -$1.85M -10,512 -22%
TAM
592
Tocqueville Asset Management
New York
$5.9M -$384K -2,181 -5%
RSS
593
Rosenblum Silverman Sutton
California
$5.89M -$437K -2,483 -6%
LFAS
594
Level Four Advisory Services
Texas
$5.85M -$627K -3,567 -9%
CYG
595
Clean Yield Group
Vermont
$5.83M +$1.13M +6,451 +21%
Federated Hermes
596
Federated Hermes
Pennsylvania
$5.82M -$140M -798,614 -96%
PS
597
Principal Securities
Iowa
$5.82M -$481K -2,734 -7%
DWP
598
Daymark Wealth Partners
Ohio
$5.8M +$182K +1,033 +3%
EIP
599
Easterly Investment Partners
Massachusetts
$5.8M -$371K -2,109 -5%
PAM
600
Peak Asset Management
Colorado
$5.79M +$815K +4,636 +14%

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.