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Salesforce

2,467 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: 2,6812,467 (-214)

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
2,467
Holders Change
-214
Holders Change %
-7.98%
% 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
Handelsbanken Fonder
176
Handelsbanken Fonder
Sweden
$59.1M -$6.51M -37,039 -9%
Bank of Nova Scotia
177
Bank of Nova Scotia
Ontario, Canada
$58.7M +$60.6M +344,898 +1,154%
VF
178
Vest Financial
Virginia
$58.6M +$12.8M +72,856 +24%
Mariner
179
Mariner
Kansas
$57.4M -$16.9M -96,135 -21%
Canada Pension Plan Investment Board
180
Canada Pension Plan Investment Board
Ontario, Canada
$57.4M -$214M -1,214,407 -77%
DLA
181
Douglas Lane & Associates
New York
$57M +$10.2M +58,096 +19%
ECSS
182
Eurizon Capital SGR SpA
$56.8M +$7.67M +43,600 +14%
HighTower Advisors
183
HighTower Advisors
Illinois
$56.7M -$2.34M -13,306 -4%
SMDAM
184
Sumitomo Mitsui DS Asset Management
Japan
$56.4M -$2.91M -16,536 -4%
CS
185
Clear Street
New York
$55M +$37.6M +213,789 +155%
BPC
186
Banque Pictet & Cie
Switzerland
$53.6M +$15.1M +85,779 +33%
Creative Planning
187
Creative Planning
Kansas
$52.7M -$8.43M -47,961 -12%
CII
188
Capital International Inc
California
$52.3M -$11.7M -66,463 -17%
NAS
189
Nykredit A/S
Denmark
$52.1M +$58.5M +332,482 New
US Bancorp
190
US Bancorp
Minnesota
$52.1M -$5.77M -32,808 -9%
Corient Private Wealth
191
Corient Private Wealth
Florida
$49.1M -$19.3M -109,490 -26%
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$49M -$10.2M -57,948 -16%
CBUSF
193
Construction & Building Unions Superannuation Fund
Australia
$48.6M +$879K +5,000 +2%
N
194
Natixis
France
$47.6M +$53.5M +303,982 New
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$47.3M -$9.9M -56,320 -16%
State of Tennessee, Department of Treasury
196
State of Tennessee, Department of Treasury
Tennessee
$46.9M -$4.04M -22,973 -7%
Lazard Asset Management
197
Lazard Asset Management
New York
$46.5M -$154M -875,310 -75%
SAM
198
SEB Asset Management
$45M -$32.6M -185,322 -39%
Rafferty Asset Management
199
Rafferty Asset Management
New York
$44.9M +$9.26M +52,646 +23%
Mirae Asset Global Investments
200
Mirae Asset Global Investments
South Korea
$44.6M +$3.46M +19,651 +7%

CRM Hedge Fund Activity: Q2 2026 in Review

2,467 of the 8,271 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.

  • 2,467 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.