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 |
|---|---|---|---|---|---|
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −10,454−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −9,712−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −9,371−100.0% | Sold out |
| Keeler Thomas Management LLC | 0 | $0 | 0.00% | −9,331−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −8,896−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −8,688−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −8,101−100.0% | Sold out |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −7,989−100.0% | Sold out |
| Peterson Wealth Management | 0 | $0 | 0.00% | −7,987−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −7,384−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −7,144−100.0% | Sold out |
| Doheny Asset Management | 0 | $0 | 0.00% | −6,643−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −6,545−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −6,456−100.0% | Sold out |
| Generation Capital Management LLC | 0 | $0 | 0.00% | −6,343−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −6,106−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −6,061−100.0% | Sold out |
| Eos Management, L.P. | 0 | $0 | 0.00% | −5,843−100.0% | Sold out |
| Mfg Wealth Management, Inc. | 0 | $0 | 0.00% | −5,816−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,508−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −5,256−100.0% | Sold out |
| Grant Private Wealth Management Inc | 0 | $0 | 0.00% | −5,214−100.0% | Sold out |
| Square Wave Capital, LLC | 0 | $0 | 0.00% | −5,191−100.0% | Sold out |
| Amitell Capital Pte Ltd | 0 | $0 | 0.00% | −5,118−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −5,030−100.0% | Sold out |
| Union Square Park Capital Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −4,941−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −4,929−100.0% | Sold out |
| Secured Retirement Advisors, LLC | 0 | $0 | 0.00% | −4,466−100.0% | Sold out |
| HWG Holdings LP | 0 | $0 | 0.00% | −4,269−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −4,003−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −3,946−100.0% | Sold out |
| Katamaran Capital LLP | 0 | $0 | 0.00% | −3,905−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −3,867−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −3,648−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −3,452−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 0 | $0 | 0.00% | −2,907−100.0% | Sold out |
| Pier 88 Investment Partners LLC | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| Woodard & Co Asset Management Group Inc | 0 | $0 | 0.00% | −2,529−100.0% | Sold out |
| Bosman Wealth Management, LLC | 0 | $0 | 0.00% | −2,478−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −2,387−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −2,278−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −2,270−100.0% | Sold out |
| Portfolio Design Labs, LLC | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −2,176−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,120−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −2,089−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,030−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −2,028−100.0% | Sold out |
| Grace & Mercy Foundation, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Howard Wealth Management, LLC | 0 | $0 | 0.00% | −1,917−100.0% | Sold out |
| Iams Wealth Management, LLC | 0 | $0 | 0.00% | −1,836−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,793−100.0% | Sold out |
| TrueWealth Advisors, LLC | 0 | $0 | 0.00% | −1,710−100.0% | Sold out |
| Pathway Financial Advisors LLC | 0 | $0 | 0.00% | −1,621−100.0% | Sold out |
| Compass Capital Corp | 0 | $0 | 0.00% | −1,701−100.0% | Sold out |
| Drake & Associates, LLC | 0 | $0 | 0.00% | −1,558−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,520−100.0% | Sold out |
| Tower Wealth Partners, Inc. | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Avantra Family Wealth, Inc. | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −1,417−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Wealth Group, Ltd. | 0 | $0 | 0.00% | −1,375−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| Planning Alternatives Ltd | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Vancity Investment Management Ltd | 0 | $0 | 0.00% | −1,243−100.0% | Sold out |
| City National Bank of Florida | 0 | $0 | 0.00% | −1,237−100.0% | Sold out |
| Lightspeed Management Company, L.L.C. | 0 | $0 | 0.00% | −1,237−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −1,178−100.0% | Sold out |
| Genesis Private Wealth, LLC | 0 | $0 | 0.00% | −1,157−100.0% | Sold out |
| Strategies Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,105−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| WS Portfolio Advisory, LLC | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −1,088−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −1,053−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| Lifestyle Asset Management, Inc. | 0 | $0 | 0.00% | −1,044−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,041−100.0% | Sold out |
| LexAurum Advisors, LLC | 0 | $0 | 0.00% | −1,017−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −1,001−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| Spartan Planning & Wealth Management | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| Kaufman Rossin Wealth, LLC | 0 | $0 | 0.00% | −914−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −899−100.0% | Sold out |
| Ariadne Wealth Management, LP | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| Retirement Planning Group | 0 | $0 | 0.00% | −871−100.0% | Sold out |
| Security National Bank of So Dak | 0 | $0 | 0.00% | −866−100.0% | Sold out |
| 1858 Wealth Management, LLC | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −860−100.0% | Sold out |
| Poinciana Advisors Group, LLC | 0 | $0 | 0.00% | −858−100.0% | Sold out |
| Legacy Wealth Management, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| Total Wealth Planning & Management, Inc. | 0 | $0 | 0.00% | −839−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −827−100.0% | Sold out |