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 |
|---|---|---|---|---|---|
| Paloma Partners Management Co | 15,436 | $4.21M | 0.95% | −29,671−65.8% | Reduced |
| Nicollet Investment Management, Inc. | 15,338 | $4.18M | 1.40% | −780−4.8% | Reduced |
| Eisler Capital Management Ltd. | 15,333 | $4.18M | 0.14% | −26,151−63.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 15,260 | $4.16M | 1.56% | +188+1.2% | Added |
| Jackson Hole Capital Partners, LLC | 15,247 | $4.16M | 0.76% | +1,247+8.9% | Added |
| Legacy CG, LLC | 15,243 | $4.16M | 1.24% | +15,243 | New |
| Modus Advisors, LLC | 15,226 | $4.15M | 1.23% | +430+2.9% | Added |
| Cyndeo Wealth Partners, LLC | 15,208 | $4.15M | 0.25% | −2,067−12.0% | Reduced |
| Midwest Professional Planners, LTD. | 15,162 | $4.13M | 1.09% | +162+1.1% | Added |
| IHT Wealth Management, LLC | 15,118 | $4.12M | 0.11% | +1,235+8.9% | Added |
| Renaissance Investment Group LLC | 15,094 | $4.12M | 0.89% | −10,386−40.8% | Reduced |
| Centaurus Financial, Inc. | 15,016 | $4.09M | 0.24% | +1,102+7.9% | Added |
| Trust Co of Toledo NA | 14,997 | $4.09M | 0.45% | +70+0.5% | Added |
| Fred Alger Management, LLC | 14,898 | $4.07M | 0.02% | +14,898 | New |
| Sepio Capital, LP | 14,860 | $4.05M | 0.29% | −50−0.3% | Reduced |
| Tritonpoint Wealth, LLC | 14,660 | $4.00M | 0.37% | −429−2.8% | Reduced |
| Ascent Group, LLC | 14,662 | $4.00M | 0.16% | −1,377−8.6% | Reduced |
| Progressive Investment Management Corp | 14,654 | $4.00M | 1.02% | −122−0.8% | Reduced |
| Charter Trust Co | 14,586 | $3.98M | 0.25% | +240+1.7% | Added |
| Ritholtz Wealth Management | 14,574 | $3.97M | 0.09% | +440+3.1% | Added |
| Cullen Investment Group, Ltd. | 14,557 | $3.97M | 0.56% | −497−3.3% | Reduced |
| Naples Global Advisors, LLC | 14,501 | $3.96M | 0.34% | +1,381+10.5% | Added |
| Iyo Bank, Ltd. | 14,511 | $3.96M | 1.60% | −29,021−66.7% | Reduced |
| NBT Bank N A | 14,397 | $3.93M | 0.27% | +35+0.2% | Added |
| Hixon Zuercher, LLC | 14,369 | $3.92M | 1.27% | +78+0.5% | Added |
| Occidental Asset Management, LLC | 14,246 | $3.88M | 0.54% | +2,395+20.2% | Added |
| Stamos Capital Partners, L.P. | 14,198 | $3.87M | 0.69% | +6,784+91.5% | Added |
| Savant Capital, LLC | 14,129 | $3.85M | 0.03% | +807+6.1% | Added |
| Campbell & CO Investment Adviser LLC | 14,086 | $3.84M | 0.24% | −8,938−38.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 14,080 | $3.84M | 0.87% | +10,655+311.1% | Added |
| Oak Thistle LLC | 14,033 | $3.83M | 0.56% | +7,404+111.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 14,027 | $3.83M | 0.86% | +14,027 | New |
| Westpac Banking Corp | 13,946 | $3.80M | 0.25% | +3,411+32.4% | Added |
| Clarity Capital Partners LLC | 13,917 | $3.80M | 1.36% | −742−5.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 13,790 | $3.76M | 0.67% | +816+6.3% | Added |
| WD Rutherford LLC | 13,718 | $3.74M | 1.72% | −305−2.2% | Reduced |
| KCM Investment Advisors LLC | 13,570 | $3.70M | 0.12% | +39+0.3% | Added |
| Hilltop Holdings Inc. | 13,569 | $3.70M | 0.24% | +1,756+14.9% | Added |
| Kestra Investment Management, LLC | 13,727 | $3.70M | 0.06% | +3,404+33.0% | Added |
| Cozad Asset Management Inc | 13,547 | $3.69M | 0.32% | −782−5.5% | Reduced |
| Rockline Wealth Management, LLC | 13,503 | $3.68M | 0.87% | +698+5.5% | Added |
| Mutual Advisors, LLC | 13,629 | $3.67M | 0.09% | +1,679+14.1% | Added |
| Puzo Michael J | 13,446 | $3.67M | 1.04% | +2,322+20.9% | Added |
| West Michigan Advisors, LLC | 13,419 | $3.66M | 1.03% | +11,358+551.1% | Added |
| John G Ullman & Associates Inc | 13,269 | $3.62M | 0.54% | −492−3.6% | Reduced |
| IPG Investment Advisors LLC | 13,231 | $3.61M | 0.71% | +2,869+27.7% | Added |
| De Burlo Group Inc | 13,219 | $3.60M | 0.47% | −1,395−9.5% | Reduced |
| Richard Bernstein Advisors LLC | 13,202 | $3.60M | 0.09% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 13,197 | $3.60M | 0.16% | −1,114−7.8% | Reduced |
| Machina Capital S.A.S. | 13,183 | $3.59M | 0.75% | +10,601+410.6% | Added |
| Knights of Columbus Asset Advisors LLC | 13,151 | $3.59M | 0.22% | −32,542−71.2% | Reduced |
| Generali Investments, Management Co LLC | 13,115 | $3.57M | 0.81% | +2,508+23.6% | Added |
| Partners Capital Investment Group, LLP | 13,075 | $3.57M | 0.14% | −17,151−56.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 13,063 | $3.56M | 0.10% | −5,213−28.5% | Reduced |
| 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 |
| Marion Wealth Management | 12,979 | $3.54M | 0.89% | +919+7.6% | Added |
| AXS Investments LLC | 12,967 | $3.54M | 1.45% | −3,829−22.8% | Reduced |
| Nations Financial Group Inc, | 12,930 | $3.53M | 0.24% | +6,062+88.3% | Added |
| Winch Advisory Services, LLC | 12,901 | $3.52M | 0.86% | −167−1.3% | Reduced |
| Savoie Capital LLC | 12,900 | $3.52M | 0.44% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 12,897 | $3.52M | 1.13% | +11,673+953.7% | Added |
| Fort Point Capital Partners LLC | 12,861 | $3.51M | 0.35% | +11,198+673.4% | Added |
| National Asset Management, Inc. | 12,861 | $3.51M | 0.17% | −9,719−43.0% | Reduced |
| Joseph Group Capital Management | 12,831 | $3.50M | 1.17% | +2,758+27.4% | Added |
| Harrell Investment Partners, LLC | 12,746 | $3.48M | 0.88% | +555+4.6% | Added |
| RD Finance Ltd | 12,645 | $3.45M | 4.51% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 12,604 | $3.44M | 0.31% | +1,169+10.2% | Added |
| Northeast Financial Consultants Inc | 12,590 | $3.43M | 0.14% | −1,390−9.9% | Reduced |
| Evolution Wealth Advisors, LLC | 12,587 | $3.43M | 0.50% | +177+1.4% | Added |
| TTP Investments, Inc. | 12,572 | $3.43M | 1.12% | +12,572 | New |
| Laurel Wealth Advisors LLC | 12,557 | $3.42M | 0.51% | +88+0.7% | Added |
| Cache Advisors, LLC | 12,552 | $3.42M | 0.93% | +1,668+15.3% | Added |
| Change Path, LLC | 12,551 | $3.42M | 0.09% | +1,160+10.2% | Added |
| Mirae Asset Securities (USA) Inc. | 12,533 | $3.42M | 0.15% | +12,533 | New |
| Mathes Company, Inc. | 12,513 | $3.41M | 1.27% | +215+1.7% | Added |
| Hudson Bay Capital Management LP | 12,504 | $3.41M | 0.02% | −55,827−81.7% | Reduced |
| Paradigm Financial Partners, LLC | 12,471 | $3.40M | 0.37% | −230−1.8% | Reduced |
| Globeflex Capital L P | 12,424 | $3.39M | 0.28% | +11,824+1,970.7% | Added |
| BigSur Wealth Management LLC | 12,400 | $3.39M | 0.85% | +700+6.0% | Added |
| CWA Asset Management Group, LLC | 12,405 | $3.38M | 0.14% | +63+0.5% | Added |
| Finer Wealth Management, Inc. | 12,398 | $3.38M | 1.81% | +159+1.3% | Added |
| Altrafin AG | 12,344 | $3.37M | 1.14% | +20+0.2% | Added |
| HBW Advisory Services LLC | 12,329 | $3.36M | 0.41% | −1,796−12.7% | Reduced |
| Qtron Investments LLC | 12,309 | $3.36M | 0.43% | +750+6.5% | Added |
| Wellington Shields Capital Management, LLC | 12,266 | $3.34M | 0.57% | −22−0.2% | Reduced |
| Courier Capital LLC | 12,265 | $3.34M | 0.20% | +107+0.9% | Added |
| Cohen Investment Advisors LLC | 12,187 | $3.32M | 1.74% | +509+4.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 12,182 | $3.32M | 1.94% | +1,504+14.1% | Added |
| Bulltick Wealth Management, LLC | 12,172 | $3.32M | 0.82% | −180−1.5% | Reduced |
| Kovack Advisors, Inc. | 12,159 | $3.32M | 0.33% | +1,105+10.0% | Added |
| Hillman Capital Management, Inc. | 12,148 | $3.31M | 1.81% | −2,185−15.2% | Reduced |
| Spire Wealth Management | 12,146 | $3.31M | 0.12% | −1,501−11.0% | Reduced |
| Mirabella Financial Services LLP | 12,126 | $3.31M | 0.35% | +375+3.2% | Added |
| Independence Bank of Kentucky | 12,131 | $3.31M | 0.47% | +332+2.8% | Added |
| Conscious Wealth Investments, LLC | 12,343 | $3.30M | 2.11% | +38+0.3% | Added |
| Inspire Trust Co, N.A. | 12,100 | $3.30M | 0.68% | +3,100+34.4% | Added |
| New Hampshire Trust | 12,094 | $3.30M | 0.69% | +112+0.9% | Added |
| Y.D. More Investments Ltd | 12,094 | $3.30M | 0.23% | −2,589−17.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 12,071 | $3.29M | 1.07% | −212−1.7% | Reduced |