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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
PA
626
Profund Advisors
Maryland
$5.36M +$742K +4,217 +14%
TCCM
627
Timber Creek Capital Management
Massachusetts
$5.32M +$134K +760 +2%
HWM
628
HB Wealth Management
Georgia
$5.31M -$609K -3,462 -9%
MM
629
Meridian Management
Arkansas
$5.28M +$1.81M +10,278 +44%
MR
630
Munich Reinsurance
$5.26M -$1.39M -7,885 -19%
EF
631
Empirical Finance
Pennsylvania
$5.21M +$182K +1,037 +3%
ASN
632
Advisory Services Network
Georgia
$5.2M -$563K -3,202 -9%
HPIA
633
Hamilton Point Investment Advisors
North Carolina
$5.19M -$80K -455 -1%
TMAM
634
Tokio Marine Asset Management
Japan
$5.17M -$5.85M -33,270 -50%
VT
635
Vise Technologies
New York
$5.14M +$294K +1,670 +5%
DILIC
636
Dai-ichi Life Insurance Company
Japan
$5.13M -$1.18M -6,725 -17%
NB
637
Nicolet Bankshares
Wisconsin
$5.11M +$626K +3,558 +12%
AF
638
Ally Financial
Michigan
$5.09M
CF
639
Canoe Financial
Alberta, Canada
$5.09M
NIM
640
Niles Investment Management
Florida
$5.09M +$5.71M +32,475 New
CIP
641
Convergence Investment Partners
Florida
$5.05M +$5.47M +31,122 +2,840%
VVP
642
Venture Visionary Partners
Ohio
$5.05M -$236K -1,340 -4%
SF
643
Summit Financial
New Jersey
$5.04M -$177K -1,005 -3%
TCM
644
TAM Capital Management
Connecticut
$5.03M -$32.9M -187,235 -85%
QP
645
Quilter Plc
United Kingdom
$5.03M -$1.07M -6,064 -16%
MSE
646
MUFG Securities EMEA
United Kingdom
$5.02M -$31M -176,395 -85%
KA
647
Kintegral Advisory
New York
$5.01M
OAM
648
Occidental Asset Management
California
$5.01M +$506K +2,878 +10%
BONST
649
Bank of Nova Scotia Trust
Ontario, Canada
$4.99M -$550K -3,126 -9%
BJL
650
Brighton Jones LLC
Washington
$4.99M -$1.1M -6,265 -16%

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.