Salesforce
CRM
2,695 hedge funds and large institutions have $138B invested in Salesforce in 2026 Q1 according to their latest regulatory filings, with 240 funds opening new positions, 1,075 increasing their positions, 1,178 reducing their positions, and 459 closing their positions.
5% more call options, than puts
Call options by funds: $8.26B | Put options by funds: $7.88B
9% less repeat investments, than reductions
Existing positions increased: 1,075 | Existing positions reduced: 1,178
1.37% less ownership
Funds ownership: 81.33% → 79.97% (-1.4%)
9% less funds holding
Funds holding: 2,959 → 2,695 (-264)
32% less capital invested
Capital invested by funds: $202B → $138B (-$63.9B)
41% less funds holding in top 10
Funds holding in top 10: 59 → 35 (-24)
48% less first-time investments, than exits
New positions opened: 240 | Existing positions closed: 459
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.62B |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.48B |
| 3 |
Harris Associates
Chicago,
Illinois
|
+$1.06B |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$878M |
| 5 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
+$725M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$2.09B |
| 2 |
GIM
Generation Investment Management
London,
United Kingdom
|
-$735M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$614M |
| 4 |
ClearBridge Investments
New York
|
-$542M |
| 5 |
BA
Bridgewater Associates
Westport,
Connecticut
|
-$512M |
CRM Hedge Fund Activity: Q1 2026 in Review
2,695 of the 8,207 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q1 2026, worth a combined $138B — down 32% from $202B a quarter earlier.
Sellers outnumbered buyers: 459 funds closed out of CRM and 240 opened new positions — a net loss of 219 holders — while 1,178 trimmed existing stakes and 1,075 added.
The largest buyer was Morgan Stanley, adding an estimated $2.62B. The largest seller was Capital International Investors, cutting an estimated $2.09B.
- 2,695 institutional investors held Salesforce (CRM) as of Q1 2026, down from 2,959 in Q4 2025.
- Funds reported $138B of Salesforce stock for Q1 2026, down 32% quarter-over-quarter.
- 240 funds opened new Salesforce positions in Q1 2026 and 459 closed out, a net change of -219 holders.
- The largest Salesforce buyer in Q1 2026 was Morgan Stanley, an estimated $2.62B added.
- The largest Salesforce seller in Q1 2026 was Capital International Investors, an estimated $2.09B sold.
Based on aggregated 13F filings for Q1 2026.