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Salesforce

2,466 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, 1,280 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: 2,6812,466 (-215)

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: 1,280

47% less first-time investments, than exits

New positions opened: 180 | Existing positions closed: 341

Holders
2,466
Holders Change
-215
Holders Change %
-8.02%
% 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
1,280
Closed
341
Calls
$7.97B
Puts
$7.1B
Net Calls
+$879M
Net Calls Change
+$495M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$476M -$9.09M -51,715 -2%
VH
52
ValueAct Holdings
California
$469M
Franklin Resources
53
Franklin Resources
California
$425M -$6.04M -34,327 -1%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$422M -$165M -937,022 -26%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$400M -$64.2M -365,260 -13%
Jane Street
56
Jane Street
New York
$390M +$267M +1,520,662 +156%
LSV Asset Management
57
LSV Asset Management
Illinois
$366M +$194M +1,102,764 +89%
Nordea Investment Management
58
Nordea Investment Management
Sweden
$359M -$4.26M -24,250 -1%
Swiss National Bank
59
Swiss National Bank
Switzerland
$352M -$88M -500,300 -18%
Wellington Management Group
60
Wellington Management Group
Massachusetts
$344M -$117M -666,889 -23%
AllianceBernstein
61
AllianceBernstein
Tennessee
$341M -$112M -636,448 -26%
Mitsubishi UFJ Asset Management
62
Mitsubishi UFJ Asset Management
Japan
$326M -$27.8M -158,269 -7%
Pacer Advisors
63
Pacer Advisors
Pennsylvania
$325M +$14.2M +80,994 +4%
Marshall Wace
64
Marshall Wace
United Kingdom
$322M +$260M +1,478,610 +255%
National Pension Service
65
National Pension Service
South Korea
$322M -$18.7M -106,284 -5%
Sumitomo Mitsui Trust Group
66
Sumitomo Mitsui Trust Group
Japan
$314M -$52.9M -300,722 -13%
FCM
67
Fernbridge Capital Management
California
$302M -$157K -891 -0%
Vanguard Global Advisers
68
Vanguard Global Advisers
Pennsylvania
$282M -$50.5M -287,423 -14%
First Manhattan
69
First Manhattan
New York
$273M -$159M -904,905 -34%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$255M -$90.5M -514,776 -24%
Universal-Beteiligungs- und Servicegesellschaft
71
Universal-Beteiligungs- und Servicegesellschaft
Germany
$252M +$16.2M +92,324 +6%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$248M -$194M -1,101,765 -41%
Vanguard Asset Management
73
Vanguard Asset Management
$248M -$1.89M -10,754 -0.7%
DPCM
74
Darlington Partners Capital Management
California
$245M
Russell Investments Group
75
Russell Investments Group
United Kingdom
$239M -$12.9M -73,204 -5%

CRM Hedge Fund Activity: Q2 2026 in Review

2,466 of the 8,267 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 1,280 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.

  • 2,466 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.