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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
Lido Advisors
201
Lido Advisors
California
$44.5M +$4.14M +23,547 +9%
FAF
202
Fjarde Ap-fonden
Sweden
$43.5M -$7.68M -43,700 -14%
DCP
203
Distillate Capital Partners
Illinois
$43.5M +$11.1M +62,984 +29%
P
204
&Partners
Tennessee
$43.4M +$18.4M +104,713 +61%
TAF
205
Tredje AP-fonden
Sweden
$43.2M -$2.24M -12,733 -4%
NC
206
Nicholas Company
Wisconsin
$43.1M +$16.7K +95 +0%
Baird Financial Group
207
Baird Financial Group
Wisconsin
$42.9M -$7.17M -40,781 -13%
Teacher Retirement System of Texas
208
Teacher Retirement System of Texas
Texas
$42M -$25.5M -144,783 -35%
MML Investors Services
209
MML Investors Services
Massachusetts
$41.9M +$6.26M +35,577 +15%
D.E. Shaw & Co
210
D.E. Shaw & Co
New York
$41.9M -$66.6M -378,518 -59%
BBVA
211
Banco Bilbao Vizcaya Argentaria
Spain
$41.8M +$13.1M +74,601 +39%
Walleye Trading
212
Walleye Trading
New York
$41.4M +$46.5M +264,418 New
Calamos Advisors
213
Calamos Advisors
Illinois
$41M -$1.55M -8,794 -3%
Primecap Management
214
Primecap Management
California
$40.6M
State of New Jersey Common Pension Fund D
215
State of New Jersey Common Pension Fund D
New Jersey
$40.4M -$11.1M -62,886 -20%
AWM
216
AE Wealth Management
Kansas
$40.3M -$3.59M -20,395 -7%
William Blair & Company
217
William Blair & Company
Illinois
$40.1M -$23.3M -132,740 -34%
ProShare Advisors
218
ProShare Advisors
Maryland
$40.1M -$6.67M -37,903 -13%
Daiwa Securities Group
219
Daiwa Securities Group
Japan
$39.7M -$2.79M -15,892 -6%
OIAM
220
OFI Invest Asset Management
France
$39.6M +$15.9M +90,350 +46%
Osaic Holdings
221
Osaic Holdings
Arizona
$38.9M -$1.51M -8,587 -3%
LF
222
Lansforsakringar Fondforvaltning
Sweden
$38.4M -$11.2M -63,638 -21%
RAM
223
Resona Asset Management
Japan
$38M -$11.1M -63,221 -21%
DG
224
DigitalBridge Group
Florida
$37.9M +$1.16M +6,582 +3%
CIBC World Market
225
CIBC World Market
Ontario, Canada
$37.8M +$4.65M +26,439 +12%

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.