undamentalytics Newsletter

Salesforce: which funds bought and sold

Institutions that bought and sold Salesforce shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 958 institutions that filed 13F reports for both quarters added to or opened positions in Salesforce, and 1,609 cut or closed them. Together they sold a net 40.8M shares, −5.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.9M shares (−1.0%); index fund managers were net sellers of 26.5M shares (−10.4%). 143 opened a new position and 340 sold out entirely.

Bought, Q2 2026 958 institutions, 143 of them new holders Sold, Q2 2026 1,609 institutions, 340 of them sold out
Net change, all compared −40.8M shares (−5.5%)
Net change, active managers −1.9M shares (−1.0%), 57 bought, 73 sold

Buyers versus sellers

institutions compared, 2,750
Active managers and hedge funds 57 bought · 73 sold · −1.9M
Index fund managers 1 bought · 11 sold · −26.5M
Other institutions 900 bought · 1,525 sold · −12.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
First Eagle Investment Management, LLC Active manager +8.5M +138.3% 14.6M $2.3B
Jpmorgan Chase & Co +5.4M +107.9% 10.4M $1.6B
Alyeska Investment Group, L.P. Hedge fund +4.7M New position 4.7M $730M
Qube Research & Technologies Ltd Hedge fund +3.3M +2679.4% 3.5M $544M
Susquehanna International Group, LLP +3.1M +606.0% 3.7M $572M
Price T Rowe Associates Inc Active manager +2.8M +42.3% 9.4M $1.5B
Independent Franchise Partners LLP Active manager +1.8M +44.2% 5.8M $912M
Jane Street Group, LLC +1.5M +156.5% 2.5M $390M
Marshall Wace, LLP Hedge fund +1.5M +255.4% 2.1M $322M
Citigroup Inc +1.5M +61.3% 3.9M $607M
Assenagon Asset Management S.A. +1.4M +136.9% 2.4M $380M
HRT Financial LP +1.4M +1974.3% 1.4M $226M
Victory Capital Management Inc Active manager +1.3M +54.0% 3.8M $594M
Harris Associates L P Active manager +1.2M +8.3% 16.2M $2.5B
LSV Asset Management Active manager +1.1M +89.4% 2.3M $366M
Millennium Management LLC Hedge fund +806K +413.0% 1.0M $157M
First Trust Advisors LP +771K +20.8% 4.5M $702M
Capital Fund Management S.A. Hedge fund +674K +354.7% 865K $135M
Arrowstreet Capital, Limited Partnership Hedge fund +619K +4.9% 13.3M $2.1B
Barclays PLC +591K +18.0% 3.9M $609M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Morgan Stanley −8.4M −26.4% 23.3M $3.7B
Capital World Investors Active manager −8.0M −48.0% 8.7M $1.4B
Vanguard Capital Management LLC Index funds −7.3M −12.3% 52.1M $8.2B
Blackrock, Inc. Index funds −6.9M −8.7% 72.7M $11.4B
Capital International Investors Active manager −4.5M −35.4% 8.2M $1.3B
State Street Corp Index funds −4.1M −8.3% 44.9M $7.1B
Vanguard Portfolio Management LLC Index funds −3.3M −17.1% 16.1M $2.5B
Geode Capital Management, LLC Index funds −2.4M −10.8% 19.8M $3.1B
Veritas Asset Management LLP Active manager −2.2M −97.7% 52K $8.1M
Capital Research Global Investors Active manager −2.0M −14.3% 11.7M $1.8B
Parnassus Investments, LLC Active manager −1.9M Sold out 0 —
AQR Capital Management LLC Hedge fund −1.8M −68.6% 836K $131M
Citadel Advisors LLC Hedge fund −1.5M −75.5% 478K $74.9M
Massachusetts Financial Services Co Active manager −1.3M −27.4% 3.5M $559M
Northern Trust Corp Index funds −1.2M −12.2% 9.0M $1.4B
Canada Pension Plan Investment Board −1.2M −76.8% 366K $57.4M
Ameriprise Financial Inc −1.1M −14.4% 6.7M $1.1B
BNP Paribas Financial Markets −1.1M −41.0% 1.6M $248M
Carmignac Gestion Active manager −974K Sold out 0 —
Schroder Investment Management Group Active manager −937K −25.8% 2.7M $422M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Alyeska Investment Group, L.P.Hedge fund 4.7M $730M
Arga Investment Management, LPActive manager 437K $68.4M
Natixis 304K $47.6M
Walleye Trading LLC 264K $41.4M
Imc-Chicago, LLC 231K $36.2M
Renaissance Technologies LLCHedge fund 213K $33.3M
Deroy & Devereaux Private Investment Counsel Inc 125K $19.5M
Lone Peak Global Investors LLC 113K $17.7M
Westerly Capital Management, LLC 92K $14.4M
F&V Capital Management, LLC 85K $13.3M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Parnassus Investments, LLCActive manager 1.9M $364M
Carmignac GestionActive manager 974K $182M
Temasek Holdings (Private) Ltd 810K $151M
Ontario Teachers Pension Plan Board 705K $132M
Menora Mivtachim Holdings Ltd. 417K $77.9M
Soros Fund Management LLCHedge fund 361K $67.4M
Ako Capital LLP 355K $66.2M
L1 Capital International Pty Ltd 258K $48.2M
Crake Asset Management LLPHedge fund 170K $31.8M
Formuepleje A/S 156K $29.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
2,448
Ten largest holders
40.4%
of 13F-reported shares
Index fund managers
32.2%
of 13F-reported shares
Active managers and hedge funds
26.5%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 57 73 8 16 −1.9M −1.0%
Index fund managers 1 11 0 0 −26.5M −10.4%
Other institutions 900 1,525 135 324 −12.4M −4.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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