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; 2,493 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.
13F holders, Q2 2025
Institutional positions in Salesforce, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,959
- +48 vs. Q1 2025
- Shares held
- 771.0M
- −7.79M (−1.0%) vs. Q1 2025
- Total value
- $210.0B
- +$1.40B (+0.7%) vs. Q1 2025
- New holders
- 239
- 1,403 more added
- Sold out
- 191
- 1,040 more reduced
44 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $153.3B |
| Q4 2022 | 2,027 | $100.8B |
| Q3 2022 | 2,060 | $111.4B |
| Q2 2022 | 2,140 | $128.2B |
| Q1 2022 | 2,282 | $163.0B |
| Q4 2021 | 2,356 | $195.5B |
| Q3 2021 | 2,188 | $207.8B |
| Q2 2021 | 2,071 | $178.1B |
| Q1 2021 | 1,989 | $151.3B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 12,930 | $3.53M | 0.24% | +6,062+88.3% | Added |
| AXS Investments LLC | 12,967 | $3.54M | 1.45% | −3,829−22.8% | Reduced |
| Marion Wealth Management | 12,979 | $3.54M | 0.89% | +919+7.6% | Added |
| Quintet Private Bank (Europe) S.A. | 13,032 | $3.55M | 0.21% | −10,809−45.3% | Reduced |
| XTX Topco Ltd | 13,032 | $3.55M | 0.15% | +3,499+36.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,063 | $3.56M | 0.10% | −5,213−28.5% | Reduced |
| Partners Capital Investment Group, LLP | 13,075 | $3.57M | 0.14% | −17,151−56.7% | Reduced |
| Generali Investments, Management Co LLC | 13,115 | $3.57M | 0.81% | +2,508+23.6% | Added |
| Knights of Columbus Asset Advisors LLC | 13,151 | $3.59M | 0.22% | −32,542−71.2% | Reduced |
| Machina Capital S.A.S. | 13,183 | $3.59M | 0.75% | +10,601+410.6% | Added |
| Integrated Advisors Network LLC | 13,197 | $3.60M | 0.16% | −1,114−7.8% | Reduced |
| Richard Bernstein Advisors LLC | 13,202 | $3.60M | 0.09% | 00.0% | Unchanged |
| De Burlo Group Inc | 13,219 | $3.60M | 0.47% | −1,395−9.5% | Reduced |
| IPG Investment Advisors LLC | 13,231 | $3.61M | 0.71% | +2,869+27.7% | Added |
| John G Ullman & Associates Inc | 13,269 | $3.62M | 0.54% | −492−3.6% | Reduced |
| West Michigan Advisors, LLC | 13,419 | $3.66M | 1.03% | +11,358+551.1% | Added |
| Puzo Michael J | 13,446 | $3.67M | 1.04% | +2,322+20.9% | Added |
| Mutual Advisors, LLC | 13,629 | $3.67M | 0.09% | +1,679+14.1% | Added |
| Rockline Wealth Management, LLC | 13,503 | $3.68M | 0.87% | +698+5.5% | Added |
| Cozad Asset Management Inc | 13,547 | $3.69M | 0.32% | −782−5.5% | Reduced |
| Kestra Investment Management, LLC | 13,727 | $3.70M | 0.06% | +3,404+33.0% | Added |
| Hilltop Holdings Inc. | 13,569 | $3.70M | 0.24% | +1,756+14.9% | Added |
| KCM Investment Advisors LLC | 13,570 | $3.70M | 0.12% | +39+0.3% | Added |
| WD Rutherford LLC | 13,718 | $3.74M | 1.72% | −305−2.2% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,790 | $3.76M | 0.67% | +816+6.3% | Added |
| Clarity Capital Partners LLC | 13,917 | $3.80M | 1.36% | −742−5.1% | Reduced |
| Westpac Banking Corp | 13,946 | $3.80M | 0.25% | +3,411+32.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 14,027 | $3.83M | 0.86% | +14,027 | New |
| Oak Thistle LLC | 14,033 | $3.83M | 0.56% | +7,404+111.7% | Added |
| Aster Capital Management (DIFC) Ltd | 14,080 | $3.84M | 0.87% | +10,655+311.1% | Added |
| Campbell & CO Investment Adviser LLC | 14,086 | $3.84M | 0.24% | −8,938−38.8% | Reduced |
| Savant Capital, LLC | 14,129 | $3.85M | 0.03% | +807+6.1% | Added |
| Stamos Capital Partners, L.P. | 14,198 | $3.87M | 0.69% | +6,784+91.5% | Added |
| Occidental Asset Management, LLC | 14,246 | $3.88M | 0.54% | +2,395+20.2% | Added |
| Hixon Zuercher, LLC | 14,369 | $3.92M | 1.27% | +78+0.5% | Added |
| NBT Bank N A | 14,397 | $3.93M | 0.27% | +35+0.2% | Added |
| Iyo Bank, Ltd. | 14,511 | $3.96M | 1.60% | −29,021−66.7% | Reduced |
| Naples Global Advisors, LLC | 14,501 | $3.96M | 0.34% | +1,381+10.5% | Added |
| Cullen Investment Group, Ltd. | 14,557 | $3.97M | 0.56% | −497−3.3% | Reduced |
| Ritholtz Wealth Management | 14,574 | $3.97M | 0.09% | +440+3.1% | Added |
| Charter Trust Co | 14,586 | $3.98M | 0.25% | +240+1.7% | Added |
| Progressive Investment Management Corp | 14,654 | $4.00M | 1.02% | −122−0.8% | Reduced |
| Ascent Group, LLC | 14,662 | $4.00M | 0.16% | −1,377−8.6% | Reduced |
| Tritonpoint Wealth, LLC | 14,660 | $4.00M | 0.37% | −429−2.8% | Reduced |
| Sepio Capital, LP | 14,860 | $4.05M | 0.29% | −50−0.3% | Reduced |
| Fred Alger Management, LLC | 14,898 | $4.07M | 0.02% | +14,898 | New |
| Trust Co of Toledo NA | 14,997 | $4.09M | 0.45% | +70+0.5% | Added |
| Centaurus Financial, Inc. | 15,016 | $4.09M | 0.24% | +1,102+7.9% | Added |
| Renaissance Investment Group LLC | 15,094 | $4.12M | 0.89% | −10,386−40.8% | Reduced |
| IHT Wealth Management, LLC | 15,118 | $4.12M | 0.11% | +1,235+8.9% | Added |
| Midwest Professional Planners, LTD. | 15,162 | $4.13M | 1.09% | +162+1.1% | Added |
| Cyndeo Wealth Partners, LLC | 15,208 | $4.15M | 0.25% | −2,067−12.0% | Reduced |
| Modus Advisors, LLC | 15,226 | $4.15M | 1.23% | +430+2.9% | Added |
| Legacy CG, LLC | 15,243 | $4.16M | 1.24% | +15,243 | New |
| Jackson Hole Capital Partners, LLC | 15,247 | $4.16M | 0.76% | +1,247+8.9% | Added |
| Investment Research & Advisory Group, Inc. | 15,260 | $4.16M | 1.56% | +188+1.2% | Added |
| Eisler Capital Management Ltd. | 15,333 | $4.18M | 0.14% | −26,151−63.0% | Reduced |
| Nicollet Investment Management, Inc. | 15,338 | $4.18M | 1.40% | −780−4.8% | Reduced |
| Paloma Partners Management Co | 15,436 | $4.21M | 0.95% | −29,671−65.8% | Reduced |
| GAMMA Investing LLC | 15,457 | $4.21M | 0.27% | +1,291+9.1% | Added |
| Azzad Asset Management Inc | 15,530 | $4.23M | 0.45% | −2,903−15.7% | Reduced |
| Ledyard National Bank | 15,544 | $4.24M | 0.40% | +15,544 | New |
| Arlington Financial Advisors, LLC | 15,558 | $4.24M | 0.69% | +307+2.0% | Added |
| RFG Advisory, LLC | 15,602 | $4.25M | 0.10% | +2,400+18.2% | Added |
| Twin Capital Management Inc | 15,611 | $4.26M | 0.45% | +153+1.0% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $4.26M | 0.15% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 15,633 | $4.26M | 0.78% | −366−2.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 15,638 | $4.26M | 1.71% | −1,301−7.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 15,651 | $4.27M | 1.61% | +200+1.3% | Added |
| First Interstate Bank | 15,692 | $4.28M | 0.25% | −145−0.9% | Reduced |
| Dana Investment Advisors, Inc. | 15,769 | $4.30M | 0.14% | −67,152−81.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 15,772 | $4.30M | 0.07% | +796+5.3% | Added |
| Vickerman Investment Advisors, Inc. | 15,798 | $4.31M | 0.93% | +778+5.2% | Added |
| Aptus Capital Advisors, LLC | 15,807 | $4.31M | 0.04% | −33,014−67.6% | Reduced |
| Arrow Financial Corp | 15,826 | $4.32M | 0.45% | −404−2.5% | Reduced |
| Impax Asset Management Group plc | 15,850 | $4.32M | 0.02% | −9,125−36.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,854 | $4.32M | 0.17% | −2,456−13.4% | Reduced |
| Fragasso Group Inc. | 15,924 | $4.34M | 0.29% | +3,909+32.5% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,925 | $4.34M | 0.36% | +819+5.4% | Added |
| Nebula Research & Development LLC | 15,998 | $4.36M | 0.37% | −2,110−11.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $4.36M | 0.93% | 00.0% | Unchanged |
| Condor Capital Management | 16,036 | $4.37M | 0.38% | +27+0.2% | Added |
| GeoWealth Management, LLC | 16,122 | $4.40M | 0.17% | +185+1.2% | Added |
| Laurion Capital Management LP | 16,129 | $4.40M | 0.51% | +16,129 | New |
| Clark Capital Management Group, Inc. | 16,142 | $4.40M | 0.03% | +2,573+19.0% | Added |
| FRG Family Wealth Advisors LLC | 16,186 | $4.41M | 0.77% | −295−1.8% | Reduced |
| Centiva Capital, LP | 16,233 | $4.43M | 0.29% | +7,435+84.5% | Added |
| Parsons Capital Management Inc | 16,249 | $4.43M | 0.27% | −75−0.5% | Reduced |
| Strategic Planning Group, LLC | 16,273 | $4.44M | 0.72% | +1,156+7.6% | Added |
| Employees Retirement System of Texas | 16,315 | $4.45M | 0.04% | +16,315 | New |
| Timber Creek Capital Management LLC | 18,010 | $4.46M | 1.14% | +438+2.5% | Added |
| Thoroughbred Financial Services, LLC | 16,357 | $4.46M | 0.31% | −5,964−26.7% | Reduced |
| Checchi Capital Advisers, LLC | 16,358 | $4.46M | 0.31% | −973−5.6% | Reduced |
| Global Retirement Partners, LLC | 16,459 | $4.49M | 0.11% | +16,459 | New |
| Roberts Wealth Advisors, LLC | 16,475 | $4.49M | 1.29% | +369+2.3% | Added |
| Linscomb & Williams, Inc. | 16,492 | $4.50M | 0.21% | +530+3.3% | Added |
| Ocean Capital Management, LLC | 16,511 | $4.50M | 0.99% | −60−0.4% | Reduced |
| Garde Capital, Inc. | 16,535 | $4.51M | 0.24% | −1,595−8.8% | Reduced |
| Wedmont Private Capital | 16,644 | $4.51M | 0.19% | −167−1.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,543 | $4.51M | 0.16% | +1,402+9.3% | Added |