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 |
|---|---|---|---|---|---|
| Summitry LLC | 195,840 | $53.4M | 2.42% | +6,249+3.3% | Added |
| Chicago Capital, LLC | 194,027 | $52.9M | 1.31% | −49,710−20.4% | Reduced |
| Amalgamated Bank | 193,343 | $52.7M | 0.41% | −15,448−7.4% | Reduced |
| Scotia Capital Inc. | 193,246 | $52.7M | 0.25% | +18,077+10.3% | Added |
| Riverbridge Partners LLC | 192,828 | $52.6M | 0.85% | −104,350−35.1% | Reduced |
| Windward Capital Management Co | 190,934 | $52.1M | 4.42% | −1,043−0.5% | Reduced |
| IFM Investors Pty Ltd | 190,797 | $52.0M | 0.50% | +7,935+4.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 187,838 | $51.2M | 0.50% | +107,104+132.7% | Added |
| Assetmark, Inc | 186,379 | $50.8M | 0.12% | −1,555−0.8% | Reduced |
| Lord, Abbett & Co. LLC | 185,744 | $50.7M | 0.16% | −138,066−42.6% | Reduced |
| Vident Advisory, LLC | 184,482 | $50.3M | 0.56% | +16,383+9.7% | Added |
| Quadrature Capital Ltd | 183,815 | $50.1M | 0.86% | +183,815 | New |
| Midwest Trust Co | 182,838 | $49.9M | 0.69% | +182,838 | New |
| NewEdge Wealth, LLC | 205,890 | $49.6M | 0.78% | −3,898−1.9% | Reduced |
| QRG Capital Management, Inc. | 181,654 | $49.5M | 0.43% | −4,546−2.4% | Reduced |
| Ami Asset Management Corp | 181,647 | $49.5M | 2.83% | −10,356−5.4% | Reduced |
| Heritage Investors Management Corp | 181,493 | $49.5M | 1.56% | +4,255+2.4% | Added |
| Cubist Systematic Strategies, LLC | 181,374 | $49.5M | 0.54% | +108,382+148.5% | Added |
| Harding Loevner LP | 179,859 | $49.0M | 0.33% | −559,721−75.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 177,618 | $48.3M | 0.08% | −1,808−1.0% | Reduced |
| Thrivent Financial for Lutherans | 175,655 | $47.9M | 0.10% | −571,132−76.5% | Reduced |
| Andra AP-fonden | 174,145 | $47.5M | 0.66% | +44,600+34.4% | Added |
| Teachers Retirement System of the State of Kentucky | 172,619 | $47.1M | 0.38% | +5,812+3.5% | Added |
| Fairview Capital Investment Management, LLC | 171,646 | $46.8M | 2.42% | +4,342+2.6% | Added |
| RMB Capital Management, LLC | 171,024 | $46.7M | 0.89% | +11,736+7.4% | Added |
| AE Wealth Management LLC | 171,264 | $46.7M | 0.34% | +26,221+18.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 169,275 | $46.2M | 0.09% | +95,365+129.0% | Added |
| Berkley W R Corp | 169,100 | $46.1M | 2.86% | +169,100 | New |
| Virginia Retirement Systems Et Al | 168,901 | $46.1M | 0.32% | −4,500−2.6% | Reduced |
| E. Ohman J:or Asset Management AB | 167,168 | $45.6M | 1.13% | −1,859−1.1% | Reduced |
| Sanctuary Advisors, LLC | 166,675 | $45.5M | 0.28% | −2,888−1.7% | Reduced |
| Union Bancaire Privee, UBP SA | 175,054 | $45.2M | 0.75% | −121,382−40.9% | Reduced |
| Kingsview Wealth Management, LLC | 165,489 | $45.1M | 0.76% | +13,022+8.5% | Added |
| CIBC Asset Management Inc | 164,440 | $44.8M | 0.14% | −50,097−23.4% | Reduced |
| CIBC World Markets Corp | 163,814 | $44.7M | 0.30% | +5,080+3.2% | Added |
| Antipodes Partners Ltd | 160,912 | $43.9M | 1.36% | +75,859+89.2% | Added |
| M&T Bank Corp | 159,684 | $43.5M | 0.15% | −16,156−9.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 159,378 | $43.5M | 1.23% | +9,023+6.0% | Added |
| CBOE Vest Financial, LLC | 157,600 | $43.0M | 0.61% | +47,862+43.6% | Added |
| Jump Financial, LLC | 156,870 | $42.8M | 0.52% | +34,303+28.0% | Added |
| Prudential PLC | 156,714 | $42.7M | 0.26% | +25,505+19.4% | Added |
| Hyperion Asset Management Ltd | 156,438 | $42.7M | 1.35% | +19,783+14.5% | Added |
| BNP Paribas | 156,303 | $42.7M | 1.38% | +73,840+89.5% | Added |
| Xponance, Inc. | 156,064 | $42.6M | 0.36% | −59,086−27.5% | Reduced |
| Engineers Gate Manager LP | 154,250 | $42.1M | 0.52% | +99,512+181.8% | Added |
| WestEnd Advisors, LLC | 153,812 | $41.9M | 1.04% | +12,270+8.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 153,655 | $41.9M | 0.39% | +24,900+19.3% | Added |
| Utah Retirement Systems | 152,825 | $41.7M | 0.44% | −259−0.2% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 152,759 | $41.6M | 1.18% | +5,698+3.9% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 152,480 | $41.6M | 1.60% | −2,148−1.4% | Reduced |
| USS Investment Management Ltd | 150,754 | $41.1M | 0.26% | +2,268+1.5% | Added |
| Aquatic Capital Management LLC | 150,614 | $41.1M | 0.83% | +5,933+4.1% | Added |
| Mar Vista Investment Partners LLC | 150,586 | $41.1M | 3.14% | −12,223−7.5% | Reduced |
| OP Asset Management Ltd | 149,070 | $40.6M | 0.60% | +15,939+12.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 148,574 | $40.6M | 0.46% | +292+0.2% | Added |
| Achmea Investment Management B.V. | 148,254 | $40.4M | 0.52% | +12,544+9.2% | Added |
| Mediolanum International Funds Ltd | 145,478 | $39.8M | 0.48% | −46,029−24.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 145,699 | $39.7M | 0.12% | +18,757+14.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 145,106 | $39.6M | 0.86% | +145,106 | New |
| Regions Financial Corp | 145,026 | $39.5M | 0.27% | −227−0.2% | Reduced |
| Brown Advisory Inc | 144,448 | $39.4M | 0.05% | +1,100+0.8% | Added |
| New York Life Investment Management LLC | 143,816 | $39.2M | 0.37% | +2,295+1.6% | Added |
| Leith Wheeler Investment Counsel Ltd. | 142,981 | $39.0M | 2.77% | +38,147+36.4% | Added |
| Varma Mutual Pension Insurance Co | 142,828 | $38.9M | 0.29% | +6,000+4.4% | Added |
| Mercer Global Advisors Inc | 142,108 | $38.8M | 0.09% | −2,758−1.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 141,763 | $38.7M | 0.36% | +7,176+5.3% | Added |
| ASR Vermogensbeheer N.V. | 140,530 | $38.3M | 0.50% | +16,166+13.0% | Added |
| Nan Shan Life Insurance Co., Ltd. | 140,250 | $38.2M | 0.85% | 00.0% | Unchanged |
| Nearwater Capital Markets, Ltd | 140,000 | $38.2M | 0.61% | +140,000 | New |
| O'Shaughnessy Asset Management, LLC | 139,112 | $37.9M | 0.26% | +4,713+3.5% | Added |
| Motley Fool Wealth Management, LLC | 138,930 | $37.9M | 2.29% | −18,683−11.9% | Reduced |
| Crossmark Global Holdings, Inc. | 137,368 | $37.5M | 0.60% | +15,071+12.3% | Added |
| MayTech Global Investments, LLC | 138,140 | $37.3M | 3.86% | +7,269+5.6% | Added |
| Annex Advisory Services, LLC | 136,195 | $37.1M | 0.89% | +15,839+13.2% | Added |
| Gateway Investment Advisers LLC | 135,766 | $37.0M | 0.40% | −58,723−30.2% | Reduced |
| Zacks Investment Management | 134,482 | $36.7M | 0.31% | +1,114+0.8% | Added |
| Suncoast Equity Management | 133,378 | $36.4M | 3.72% | −511−0.4% | Reduced |
| Pinnacle Financial Partners Inc | 132,764 | $36.2M | 0.76% | −24,080−15.4% | Reduced |
| Valiant Capital Management, L.P. | 132,410 | $36.1M | 2.78% | +9,000+7.3% | Added |
| Steward Partners Investment Advisory, LLC | 132,350 | $36.1M | 0.28% | +1,828+1.4% | Added |
| Vaughan David Investments LLC | 130,912 | $35.7M | 0.80% | +130,912 | New |
| Guinness Asset Management LTD | 130,558 | $35.6M | 0.64% | −2,677−2.0% | Reduced |
| Toroso Investments, LLC | 129,849 | $35.4M | 0.23% | +7,668+6.3% | Added |
| Brevan Howard Capital Management LP | 129,798 | $35.4M | 0.39% | +66,479+105.0% | Added |
| Becker Capital Management Inc | 129,397 | $35.3M | 1.10% | −1,483−1.1% | Reduced |
| Guggenheim Capital LLC | 128,594 | $35.1M | 0.28% | +5,852+4.8% | Added |
| TCTC Holdings, LLC | 127,875 | $34.9M | 1.12% | +24,369+23.5% | Added |
| Petrus Trust Company, LTA | 127,826 | $34.9M | 3.62% | −51,946−28.9% | Reduced |
| Weiss Asset Management LP | 127,733 | $34.8M | 0.55% | +127,733 | New |
| Lido Advisors, LLC | 127,482 | $34.8M | 0.18% | +8,062+6.8% | Added |
| Rit Capital Partners PLC | 127,250 | $34.7M | 4.84% | −5,750−4.3% | Reduced |
| Hollencrest Capital Management | 127,113 | $34.7M | 1.48% | −154−0.1% | Reduced |
| Aureus Asset Management, LLC | 126,970 | $34.6M | 2.21% | −2,181−1.7% | Reduced |
| Glenview Trust Co | 126,841 | $34.6M | 0.60% | +35,069+38.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 126,277 | $34.4M | 1.06% | −898−0.7% | Reduced |
| Martingale Asset Management L P | 125,810 | $34.3M | 0.84% | +54,525+76.5% | Added |
| Reynders McVeigh Capital Management, LLC | 123,325 | $33.6M | 1.68% | +19,172+18.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 122,615 | $33.4M | 0.12% | +122,615 | New |
| Capital International Sarl | 122,366 | $33.4M | 0.64% | +13,566+12.5% | Added |
| Captrust Financial Advisors | 120,548 | $32.9M | 0.07% | −182,853−60.3% | Reduced |