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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
29.82%
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
Citadel Advisors
151
Citadel Advisors
Florida
$74.9M -$259M -1,473,534 -76%
Westfield Capital Management
152
Westfield Capital Management
Massachusetts
$73.2M +$34.3M +195,043 +72%
CS
153
CapitalatWork SA
$71.6M +$2.47M +14,053 +3%
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$71.4M +$18.4M +104,642 +30%
American Century Companies
155
American Century Companies
Missouri
$71.3M -$40.9M -232,674 -34%
IG
156
ING Group
Netherlands
$70.7M +$54.6M +310,627 +221%
SG Americas Securities
157
SG Americas Securities
New York
$70.4M -$109M -622,471 -58%
Caisse de Depot et Placement du Quebec (CDPQ)
158
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$69.9M -$83.3M -473,472 -51%
State of Wisconsin Investment Board
159
State of Wisconsin Investment Board
Wisconsin
$69.4M -$10.4M -58,897 -12%
VPI
160
Value Partners Investments
Manitoba, Canada
$69.2M +$9.68M +55,030 +14%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$68.9M -$88.8M -504,725 -53%
AIM
162
ARGA Investment Management
Connecticut
$68.4M +$76.8M +436,910 New
CRM
163
Cardano Risk Management
Netherlands
$67.8M +$6.48M +36,865 +9%
KK
164
KLP Kapitalforvaltning
Norway
$66.3M +$5.57M +31,700 +8%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$66M -$633K -3,601 -0.8%
ECM
166
ExodusPoint Capital Management
New York
$64.2M +$55M +313,041 +324%
Vanguard Investments Australia
167
Vanguard Investments Australia
Australia
$64M -$10.2M -57,975 -12%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$62.8M +$5.59M +31,774 +9%
IC
169
IEQ Capital
California
$62.8M -$31M -176,084 -31%
Chevy Chase Trust
170
Chevy Chase Trust
Maryland
$61.9M -$11.9M -67,557 -15%
NHAS
171
Novo Holdings A/S
Denmark
$61.6M
Empower Advisory Group
172
Empower Advisory Group
Colorado
$61.5M +$904K +5,140 +1%
Flossbach Von Storch
173
Flossbach Von Storch
Germany
$60.6M -$75.7M -430,350 -53%
Cerity Partners
174
Cerity Partners
New York
$59.5M -$38.9M -221,055 -37%
FISPB
175
Fideuram - Intesa Sanpaolo Private Banking
$59.5M +$26.4M +150,407 +66%

CRM Hedge Fund Activity: Q2 2026 in Review

2,466 of the 8,269 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.