We are live on ! Find out more
CRM icon

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
SGA
76
Sustainable Growth Advisers
Connecticut
$236M -$41.4M -235,712 -14%
DekaBank Deutsche Girozentrale
77
DekaBank Deutsche Girozentrale
Germany
$228M
HF
78
HRT Financial
New York
$226M +$242M +1,373,913 +1,974%
Diamond Hill Capital Management
79
Diamond Hill Capital Management
Ohio
$220M -$69M -392,172 -22%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$219M -$27M -153,671 -10%
KBC Group
81
KBC Group
Belgium
$219M +$30.7M +174,430 +14%
Principal Financial Group
82
Principal Financial Group
Iowa
$206M -$17.7M -100,494 -7%
Aberdeen Group
83
Aberdeen Group
United Kingdom
$200M +$21.6M +122,927 +11%
LPL Financial
84
LPL Financial
California
$192M -$18M -102,185 -8%
JAM
85
Jupiter Asset Management
United Kingdom
$191M +$33.8M +191,970 +19%
Assenagon Asset Management
86
Assenagon Asset Management
Luxembourg
$190M +$33.2M +189,032 +18%
LP
87
Longview Partners
Guernsey
$187M -$56.4M -320,691 -21%
CBU
88
CIBC Bancorp USA
Illinois
$184M -$25.2M -143,506 -11%
DB
89
Danske Bank
Denmark
$161M -$1.64M -9,332 -0.9%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$157M -$32.5M -184,922 -16%
Millennium Management
91
Millennium Management
New York
$157M +$142M +806,406 +413%
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$156M +$8.86M +50,360 +5%
Swedbank
93
Swedbank
Sweden
$156M -$10.7M -60,947 -6%
Stifel Financial
94
Stifel Financial
Missouri
$151M -$9.66M -54,940 -5%
Mirae Asset Global ETFs Holdings
95
Mirae Asset Global ETFs Holdings
Hong Kong
$149M +$7.32M +41,631 +5%
AT
96
AMF Tjänstepension
Sweden
$146M -$1.77M -10,094 -1%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$146M -$34.6M -196,800 -17%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$145M -$4.14M -23,516 -2%
FWIA
99
Fort Washington Investment Advisors
Ohio
$141M +$7.91M +44,969 +5%
Vontobel Holding
100
Vontobel Holding
Switzerland
$140M +$74.6M +424,399 +90%

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.