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Salesforce, Inc.

CRM
Exchange
NYSE
Industry
Services-Prepackaged Software
SEC CIK
0001108524

In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $109.5B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and ValueAct Capital.

Q2 2025 vs. Q1 2025

How the institutions holding Salesforce, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of CRM: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders2,955442,959+48
Shares780.5M1.71M771.0M−7.79M (−1.0%)
Value$209.1B$460.3M$210.0B+$1.40B (+0.7%)

44 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (239)

Institutions that held Salesforce, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 239 by value.

Institutions new to CRM in Q2 2025
InstitutionSharesValue% of portfolio
Swedbank AB3,024,858$824.8M0.93%
Voloridge Investment Management, LLC566,731$154.5M0.57%
HRT Financial LP319,120$87.0M0.38%
Brandywine Global Investment Management, LLC274,704$74.9M0.53%
Glenmede Investment Management, LP240,005$65.4M0.33%
Canoe Financial LP210,263$57.3M0.82%
Quadrature Capital Ltd183,815$50.1M0.86%
Midwest Trust Co182,838$49.9M0.69%
Berkley W R Corp169,100$46.1M2.86%
Susquehanna Portfolio Strategies, LLC145,106$39.6M0.86%
Nearwater Capital Markets, Ltd140,000$38.2M0.61%
Vaughan David Investments LLC130,912$35.7M0.80%
Weiss Asset Management LP127,733$34.8M0.55%
Connor, Clark & Lunn Investment Management Ltd.122,615$33.4M0.12%
Rokos Capital Management LLP106,769$29.1M0.49%
Distillate Capital Partners LLC103,740$28.3M1.52%
Colony Capital, Inc.92,371$25.2M2.52%
Associated Banc-Corp90,803$24.8M0.70%
Mizuho Securities USA LLC66,307$18.1M0.39%
CenterBook Partners LP62,965$17.2M0.95%
General American Investors Co Inc60,000$16.4M1.10%
Kapitalo Investimentos Ltda55,000$15.0M3.27%
Strategic Wealth Partners, Ltd.54,004$14.7M1.16%
Compass Capital Management, Inc52,719$14.4M0.77%
ExodusPoint Capital Management, LP52,129$14.2M0.17%
Goodman Financial Corp52,055$14.2M2.85%
Lighthouse Investment Partners, LLC51,884$14.1M0.62%
CTC LLC51,312$14.0M0.89%
Temasek Holdings (Private) Ltd46,773$12.8M0.05%
Westchester Capital Management, Inc.44,558$12.2M2.86%
Lombard Odier Asset Management (Europe) Ltd40,603$11.1M0.79%
Boston Partners36,734$10.0M0.01%
Canada Post Corp Registered Pension Plan34,295$9.35M0.55%
Numerai GP LLC33,549$9.15M1.32%
Jacobs & Co32,934$8.98M0.89%
MASTERINVEST Kapitalanlage GmbH30,231$8.24M0.87%
Wetherby Asset Management Inc28,846$7.87M0.35%
Vise Technologies, Inc.26,948$7.35M0.30%
Graham Capital Management, L.P.23,916$6.52M0.20%
Taikang Asset Management (Hong Kong) Co Ltd22,432$6.12M0.79%
Cordatus Wealth Management LLC20,686$5.64M1.39%
Peregrine Investment Management Inc20,000$5.45M3.49%
Sendero Wealth Management, LLC19,762$5.39M0.67%
Lee Danner & Bass Inc19,720$5.38M0.42%
Invenomic Capital Management LP19,021$5.19M0.29%
TIG Advisors, LLC18,084$4.93M0.27%
Proem Advisors LLC17,500$4.77M1.26%
Global Retirement Partners, LLC16,459$4.49M0.11%
Employees Retirement System of Texas16,315$4.45M0.04%
Laurion Capital Management LP16,129$4.40M0.51%
Ledyard National Bank15,544$4.24M0.40%
Legacy CG, LLC15,243$4.16M1.24%
Fred Alger Management, LLC14,898$4.07M0.02%
Prevail Innovative Wealth Advisors, LLC14,027$3.83M0.86%
TTP Investments, Inc.12,572$3.43M1.12%
Mirae Asset Securities (USA) Inc.12,533$3.42M0.15%
Advocate Group LLC12,033$3.28M0.59%
HAP Trading, LLC11,997$3.27M1.42%
Valicenti Advisory Services Inc11,134$3.04M0.71%
M & L Capital Management Ltd11,000$3.00M0.68%
Morton Community Bank10,997$3.00M0.75%
M Holdings Securities, Inc.10,975$3.00M0.51%
DRW Securities, LLC9,189$2.50M0.18%
Financial Gravity Companies, Inc.9,015$2.46M0.48%
Applied Finance Capital Management, LLC8,902$2.43M0.17%
Parsonex Advisory Services, Inc.8,624$2.35M1.96%
Hall Laurie J Trustee8,445$2.30M0.76%
CTC Alternative Strategies, Ltd.8,220$2.24M1.96%
Point72 Asia (Singapore) Pte. Ltd.7,735$2.11M0.37%
Arista Wealth Management, LLC7,696$2.10M0.29%
IronOak Wealth LLC.7,543$2.06M2.00%
Fulcrum Asset Management LLP7,124$1.94M0.55%
LOM Asset Management Ltd6,215$1.70M0.57%
Global X Japan Co., Ltd.6,144$1.68M0.17%
Littlejohn Financial Services, Inc.5,983$1.63M1.26%
Global Assets Advisory, LLC5,800$1.58M0.62%
Capstone Triton Financial Group, LLC5,575$1.52M1.10%
Arrowroot Family Office, LLC5,555$1.51M0.68%
Cantor Fitzgerald, L. P.5,469$1.49M0.04%
Econ Financial Services Corp5,239$1.43M0.74%
K.J. Harrison & Partners Inc5,006$1.37M0.23%
Stance Capital LLC4,987$1.36M0.51%
Semanteon Capital Management, LP4,985$1.36M2.05%
Chapman Financial Group, LLC4,721$1.29M1.09%
First American Bank4,537$1.24M0.08%
Brian Low Financial Group, LLC4,378$1.19M1.12%
Hutchinson Financial Advisors, INC4,343$1.18M1.33%
First Business Financial Services, Inc.4,276$1.17M0.11%
Integrated Quantitative Investments LLC4,263$1.16M0.34%
Stableford Capital II LLC4,067$1.09M0.41%
Fox Run Management, L.L.C.3,907$1.07M0.18%
Blueshift Asset Management, LLC3,906$1.07M0.33%
Guardian Partners Inc.3,705$1.00M0.09%
Lederer & Associates Investment Counsel3,633$991.0K0.66%
Nwam LLC3,529$912.8K0.05%
Westerkirk Capital Inc.3,318$904.8K0.11%
Turtle Creek Wealth Advisors, LLC3,245$884.9K0.10%
TradeLink Capital LLC3,000$818.0K2.90%
Cypress Wealth Services, LLC2,969$809.6K0.14%
Donald L. Hagan, LLC2,968$809.3K0.40%

Sold out (191)

Institutions that held Salesforce, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Showing the largest 100 of 191 by value.

Institutions that sold out of CRM in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Susquehanna Advisors Group, Inc.470,000$126.1M
Mirae Asset Global ETFs Holdings Ltd.469,882$126.1M
Soma Equity Partners LP367,282$98.6M
Milestone Resources Group Ltd324,479$87.1M
Corebridge Financial, Inc.248,198$66.6M
Holocene Advisors, LP245,042$65.8M
Zurich Insurance Group Ltd217,930$58.5M
Samlyn Capital, LLC188,397$50.6M
Financial Counselors Inc175,631$47.1M
Avala Global LP105,400$28.3M
Trybe Capital Management LP101,776$27.3M
Noked Israel Ltd78,000$20.9M
Point72 Asset Management, L.P.77,347$20.8M
Nellore Capital Management LLC75,968$20.4M
Interval Partners, LP69,339$18.6M
Tudor Investment Corp Et Al66,064$17.7M
Parallax Volatility Advisers, L.P.50,591$13.6M
Prana Capital Management, LP47,754$12.8M
PGGM Investments43,111$11.6M
Tairen Capital Ltd41,611$11.2M
Picton Mahoney Asset Management41,528$11.1M
GF Fund Management Co. Ltd.36,409$9.77M
Liontrust Investment Partners LLP31,123$8.35M
Hamilton Capital Partners, LLC29,181$7.83M
Castleark Management LLC28,710$7.70M
Private Advisory Group LLC27,014$7.25M
Quantitative Investment Management, LLC25,651$6.88M
United Services Automobile Association22,585$6.10M
Ardsley Advisory Partners LP22,500$6.04M
Trivest Advisors Ltd20,292$5.45M
LMR Partners LLP20,003$5.37M
Genus Capital Management Inc.19,872$5.33M
L & S Advisors Inc18,522$4.97M
Cavalier Investments, LLC16,991$4.56M
Canal Capital Management, LLC13,300$3.57M
Munro Partners13,040$3.50M
Stelac Advisory Services LLC12,761$3.42M
Simplex Trading, LLC12,498$3.35M
West Coast Financial LLC11,719$3.14M
IronBridge Private Wealth, LLC11,386$3.06M
Freemont Management S.A.11,000$2.95M
Dymon Asia Capital (Singapore) Pte. Ltd.10,454$2.81M
Element Capital Management LLC9,712$2.61M
Maytus Capital Management, LLC9,371$2.51M
Keeler Thomas Management LLC9,331$2.50M
UBS Oconnor LLC8,896$2.39M
Sender Co & Partners, Inc.8,688$2.33M
Axq Capital, LP8,101$2.17M
Connective Capital Management, LLC7,989$2.14M
Peterson Wealth Management7,987$2.14M
Kerrisdale Advisers, LLC7,384$1.98M
Caption Management, LLC7,200$1.93M
Concentric Capital Strategies, LP7,144$1.92M
Doheny Asset Management6,643$1.78M
Arrowpoint Investment Partners (Singapore) Pte. Ltd.6,545$1.76M
GTS Securities LLC6,456$1.73M
Generation Capital Management LLC6,343$1.70M
Legacy Advisors, LLC6,106$1.64M
Sanders Morris Harris LLC6,061$1.64M
Eos Management, L.P.5,843$1.57M
Mfg Wealth Management, Inc.5,816$1.56M
Bridgefront Capital, LLC5,508$1.48M
Redwood Investment Management, LLC5,256$1.41M
Grant Private Wealth Management Inc5,214$1.40M
Square Wave Capital, LLC5,191$1.39M
Amitell Capital Pte Ltd5,118$1.37M
Moore Capital Management, LP5,030$1.35M
Union Square Park Capital Management, LLC5,000$1.34M
Simon Quick Advisors, LLC4,941$1.33M
Keystone Investors Pte Ltd4,929$1.32M
Secured Retirement Advisors, LLC4,466$1.20M
HWG Holdings LP4,269$1.15M
Aspire Private Capital, LLC4,003$1.07M
Virtus Investment Advisers, Inc.3,946$1.06M
Katamaran Capital LLP3,905$1.05M
Capital Markets Trading UK LLP3,867$1.04M
Sciencast Management LP3,648$979.0K
Shay Capital LLC3,600$966.1K
Hel Ved Capital Management Ltd3,452$926.4K
EHP Funds Inc.3,200$858.8K
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.2,907$779.7K
Pier 88 Investment Partners LLC2,830$759.5K
Woodard & Co Asset Management Group Inc2,529$678.6K
Bosman Wealth Management, LLC2,478$665.0K
Garda Capital Partners LP2,387$640.6K
Prosperity Wealth Management, Inc.2,278$611.3K
Northwest Financial Advisors2,270$609.2K
Portfolio Design Labs, LLC2,187$586.9K
Oxford Asset Management LLP2,176$584.0K
Dark Forest Capital Management LP2,120$568.9K
Edgestream Partners, L.P.2,089$560.6K
Two Sigma Securities, LLC2,030$544.8K
Readystate Asset Management LP2,028$544.2K
Grace & Mercy Foundation, Inc.2,000$536.7K
Howard Wealth Management, LLC1,917$514.6K
Iams Wealth Management, LLC1,836$492.7K
Landscape Capital Management, L.L.C.1,793$481.2K
TrueWealth Advisors, LLC1,710$458.9K
Pathway Financial Advisors LLC1,621$435.0K
Compass Capital Corp1,701$434.6K

Not filed for Q2 2025 yet (44)

Institutions that held Salesforce, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CRM in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Credit Agricole S A804,222$215.8M
Glenmede Trust Co NA239,454$64.3M
Taurus Asset Management, LLC94,308$25.3M
Rakuten Investment Management, Inc.87,556$23.6M
Orion Portfolio Solutions, LLC77,982$20.9M
Mizuho Securities USA LLC76,627$20.6M
Transform Wealth, LLC55,565$14.9M
CAPROCK Group, Inc.41,985$11.3M
Sandy Spring Bank35,491$9.52M
Sheaff Brock Investment Advisors, LLC24,866$6.67M
Roanoke Asset Management Corp21,565$5.79M
Mondrian Investment Partners LTD20,722$5.56M
Redwood Investments, LLC14,295$3.84M
Impact Asset Management GmbH10,610$2.85M
Cable Hill Partners, LLC10,400$2.79M
Morningstar Investment Services LLC10,348$2.78M
Shorepoint Capital Partners LLC9,622$2.58M
Sofos Investments, Inc.8,310$2.23M
Schechter Investment Advisors, LLC7,453$2.00M
Wolf Group Capital Advisors6,977$1.87M
Lindbrook Capital, LLC6,155$1.65M
Sabal Trust CO6,014$1.61M
Square Wave Partners, L.P.5,191$1.39M
Montecito Bank & Trust4,473$1.20M
Marcum Wealth, LLC4,369$1.17M
Shum Financial Group, Inc.4,031$1.08M
Benchmark Investment Advisors LLC4,025$1.08M
Unigestion Holding SA3,633$975.0K
Callan Capital, LLC3,391$909.9K
Regent Peak Wealth Advisors LLC2,390$641.5K
Vista Wealth Management Group, LLC2,351$631.0K
Napatree Capital LLC2,255$605.2K
Delta Financial Group, Inc.1,636$468.0K
BluePointe Capital Management, LLC1,531$410.9K
Coordinated Financial Services, Inc.1,001$268.5K
Bremer Bank National Association960$257.6K
Financial Network Wealth Management LLC816$218.0K
Nova Wealth Management, Inc.636$170.7K
Caas Capital Management LP583$156.5K
JCIC Asset Management Inc.347$93.1K
Noble Wealth Management PBC218$58.5K
Pilgrim Partners Asia Pte Ltd180$48.3K
Collier Financial95$25.4K
Spectrum Wealth Counsel, LLC4$1.07K