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.
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
- 2,960
- +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
- 1,404 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| RNC Capital Management LLC | 19,233 | $5.24M | 0.25% | +3,584+22.9% | Added |
| Woodmont Investment Counsel LLC | 19,206 | $5.24M | 0.35% | +493+2.6% | Added |
| Exchange Traded Concepts, LLC | 19,142 | $5.22M | 0.07% | +8,825+85.5% | Added |
| Heron Bay Capital Management | 19,082 | $5.20M | 1.02% | +1,135+6.3% | Added |
| Everence Capital Management Inc | 19,070 | $5.20M | 0.33% | −7,170−27.3% | Reduced |
| Invenomic Capital Management LP | 19,021 | $5.19M | 0.29% | +19,021 | New |
| Plimoth Trust Co LLC | 18,865 | $5.14M | 1.23% | +568+3.1% | Added |
| Quadrant Private Wealth Management, LLC | 18,799 | $5.13M | 1.06% | +193+1.0% | Added |
| Somerville Kurt F | 18,824 | $5.13M | 0.86% | +3,635+23.9% | Added |
| Whalerock Point Partners, LLC | 18,810 | $5.13M | 1.11% | +338+1.8% | Added |
| Hartline Investment Corp | 18,799 | $5.13M | 0.58% | −1,626−8.0% | Reduced |
| Capital Analysts, LLC | 18,664 | $5.09M | 0.17% | +51+0.3% | Added |
| WCG Wealth Advisors LLC | 18,550 | $5.06M | 0.33% | +3,214+21.0% | Added |
| Codex Capital Asset Management L.L.C. | 18,500 | $5.04M | 2.02% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 18,479 | $5.04M | 1.09% | +883+5.0% | Added |
| Symphony Financial, Ltd. Co. | 22,057 | $5.02M | 0.66% | +18,209+473.2% | Added |
| Ostrum Asset Management | 18,388 | $5.01M | 0.23% | −4,413−19.4% | Reduced |
| Flagship Harbor Advisors, LLC | 18,375 | $5.01M | 0.24% | +7,612+70.7% | Added |
| Ashton Thomas Private Wealth, LLC | 18,334 | $5.01M | 0.18% | +4,304+30.7% | Added |
| Callan Family Office, LLC | 18,351 | $5.00M | 0.16% | +12,000+188.9% | Added |
| SBI Securities Co., Ltd. | 18,311 | $4.99M | 0.14% | +845+4.8% | Added |
| Vega Investment Solutions | 18,297 | $4.99M | 1.17% | −9,996−35.3% | Reduced |
| Ossiam | 18,277 | $4.98M | 0.06% | −1,006−5.2% | Reduced |
| Guinness Atkinson Asset Management Inc | 18,224 | $4.97M | 2.61% | −1,442−7.3% | Reduced |
| Generate Investment Management Ltd | 18,178 | $4.96M | 0.28% | −38,849−68.1% | Reduced |
| Independent Financial Group, LLC | 18,106 | $4.94M | 0.14% | +492+2.8% | Added |
| LM Advisors LLC | 18,107 | $4.94M | 0.64% | +522+3.0% | Added |
| TIG Advisors, LLC | 18,084 | $4.93M | 0.27% | +18,084 | New |
| Promethos Capital, LLC | 18,076 | $4.93M | 1.66% | 00.0% | Unchanged |
| Caldwell Trust Co | 18,047 | $4.92M | 0.49% | −166−0.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 17,980 | $4.90M | 0.21% | +1,353+8.1% | Added |
| Harbour Capital Advisors, LLC | 18,181 | $4.89M | 1.03% | +30+0.2% | Added |
| Jericho Financial, LLP | 17,904 | $4.88M | 3.22% | −83−0.5% | Reduced |
| Oak Harvest Investment Services | 17,898 | $4.88M | 0.61% | +660+3.8% | Added |
| F/M Investments LLC | 17,893 | $4.88M | 0.18% | +88+0.5% | Added |
| AlTi Global, Inc. | 17,862 | $4.86M | 0.12% | +1,396+8.5% | Added |
| Hills Bank & Trust Co | 17,746 | $4.84M | 0.30% | −115−0.6% | Reduced |
| NorthRock Partners, LLC | 17,581 | $4.80M | 0.13% | −3,419−16.3% | Reduced |
| Cullinan Associates Inc | 17,600 | $4.80M | 0.32% | −1,246−6.6% | Reduced |
| Baker Chad R | 17,525 | $4.78M | 0.89% | 00.0% | Unchanged |
| Proem Advisors LLC | 17,500 | $4.77M | 1.26% | +17,500 | New |
| Dorsey & Whitney Trust CO LLC | 17,456 | $4.76M | 0.25% | −609−3.4% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 17,407 | $4.75M | 0.56% | −1,654−8.7% | Reduced |
| Zevenbergen Capital Investments LLC | 17,400 | $4.74M | 0.09% | −5,700−24.7% | Reduced |
| Otter Creek Advisors, LLC | 17,325 | $4.72M | 3.55% | +5,600+47.8% | Added |
| Hudson Capital Management LLC | 17,209 | $4.69M | 1.33% | +563+3.4% | Added |
| South State Corp. | 17,181 | $4.69M | 0.20% | −109−0.6% | Reduced |
| Brady Family Wealth, LLC | 17,168 | $4.68M | 1.45% | −49−0.3% | Reduced |
| FourThought Financial Partners, LLC | 17,139 | $4.67M | 0.46% | +336+2.0% | Added |
| Meeder Advisory Services, Inc. | 17,125 | $4.67M | 0.24% | −695−3.9% | Reduced |
| Sagespring Wealth Partners, LLC | 17,092 | $4.66M | 0.10% | −7,413−30.3% | Reduced |
| RBA Wealth Management, LLC | 16,890 | $4.61M | 1.72% | +160+1.0% | Added |
| First Horizon Advisors, Inc. | 16,856 | $4.60M | 0.12% | −1,032−5.8% | Reduced |
| Qsemble Capital Management, LP | 16,817 | $4.59M | 0.44% | −23,751−58.5% | Reduced |
| Sandhill Capital Partners LLC | 16,799 | $4.58M | 0.33% | +68+0.4% | Added |
| Pegasus Asset Management, Inc. | 16,697 | $4.55M | 1.56% | +292+1.8% | Added |
| Optas, LLC | 16,627 | $4.53M | 0.86% | −236−1.4% | Reduced |
| Summit Financial, LLC | 16,532 | $4.51M | 0.10% | −15,322−48.1% | Reduced |
| Frank, Rimerman Advisors LLC | 16,554 | $4.51M | 0.30% | −886−5.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,543 | $4.51M | 0.16% | +1,402+9.3% | Added |
| Wedmont Private Capital | 16,644 | $4.51M | 0.19% | −167−1.0% | Reduced |
| Garde Capital, Inc. | 16,535 | $4.51M | 0.24% | −1,595−8.8% | Reduced |
| Ocean Capital Management, LLC | 16,511 | $4.50M | 0.99% | −60−0.4% | Reduced |
| Linscomb & Williams, Inc. | 16,492 | $4.50M | 0.21% | +530+3.3% | Added |
| Roberts Wealth Advisors, LLC | 16,475 | $4.49M | 1.29% | +369+2.3% | Added |
| Global Retirement Partners, LLC | 16,459 | $4.49M | 0.11% | +16,459 | New |
| Checchi Capital Advisers, LLC | 16,358 | $4.46M | 0.31% | −973−5.6% | Reduced |
| Thoroughbred Financial Services, LLC | 16,357 | $4.46M | 0.31% | −5,964−26.7% | Reduced |
| Timber Creek Capital Management LLC | 18,010 | $4.46M | 1.14% | +438+2.5% | Added |
| Employees Retirement System of Texas | 16,315 | $4.45M | 0.04% | +16,315 | New |
| Strategic Planning Group, LLC | 16,273 | $4.44M | 0.72% | +1,156+7.6% | Added |
| Parsons Capital Management Inc | 16,249 | $4.43M | 0.27% | −75−0.5% | Reduced |
| Centiva Capital, LP | 16,233 | $4.43M | 0.29% | +7,435+84.5% | Added |
| FRG Family Wealth Advisors LLC | 16,186 | $4.41M | 0.77% | −295−1.8% | Reduced |
| Clark Capital Management Group, Inc. | 16,142 | $4.40M | 0.03% | +2,573+19.0% | Added |
| Laurion Capital Management LP | 16,129 | $4.40M | 0.51% | +16,129 | New |
| GeoWealth Management, LLC | 16,122 | $4.40M | 0.17% | +185+1.2% | Added |
| Condor Capital Management | 16,036 | $4.37M | 0.38% | +27+0.2% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $4.36M | 0.93% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 15,998 | $4.36M | 0.37% | −2,110−11.7% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,925 | $4.34M | 0.36% | +819+5.4% | Added |
| Fragasso Group Inc. | 15,924 | $4.34M | 0.29% | +3,909+32.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,854 | $4.32M | 0.17% | −2,456−13.4% | Reduced |
| Impax Asset Management Group plc | 15,850 | $4.32M | 0.02% | −9,125−36.5% | Reduced |
| Arrow Financial Corp | 15,826 | $4.32M | 0.45% | −404−2.5% | Reduced |
| Aptus Capital Advisors, LLC | 15,807 | $4.31M | 0.04% | −33,014−67.6% | Reduced |
| Vickerman Investment Advisors, Inc. | 15,798 | $4.31M | 0.93% | +778+5.2% | Added |
| Edmond de Rothschild Holding S.A. | 15,772 | $4.30M | 0.07% | +796+5.3% | Added |
| Dana Investment Advisors, Inc. | 15,769 | $4.30M | 0.14% | −67,152−81.0% | Reduced |
| First Interstate Bank | 15,692 | $4.28M | 0.25% | −145−0.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 15,651 | $4.27M | 1.61% | +200+1.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 15,638 | $4.26M | 1.71% | −1,301−7.7% | Reduced |
| D L Carlson Investment Group Inc | 15,633 | $4.26M | 0.78% | −366−2.3% | Reduced |
| Systematic Alpha Investments, LLC | 15,624 | $4.26M | 0.15% | 00.0% | Unchanged |
| Twin Capital Management Inc | 15,611 | $4.26M | 0.45% | +153+1.0% | Added |
| RFG Advisory, LLC | 15,602 | $4.25M | 0.10% | +2,400+18.2% | Added |
| Arlington Financial Advisors, LLC | 15,558 | $4.24M | 0.69% | +307+2.0% | Added |
| Ledyard National Bank | 15,544 | $4.24M | 0.40% | +15,544 | New |
| Azzad Asset Management Inc | 15,530 | $4.23M | 0.45% | −2,903−15.7% | Reduced |
| GAMMA Investing LLC | 15,457 | $4.21M | 0.27% | +1,291+9.1% | Added |