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 |
|---|---|---|---|---|---|
| JustInvest LLC | 120,042 | $32.7M | 0.37% | +17,204+16.7% | Added |
| Badgley Phelps Wealth Managers, LLC | 119,634 | $32.7M | 0.72% | −1,379−1.1% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 119,071 | $32.5M | 0.48% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 118,408 | $32.3M | 0.19% | +1,982+1.7% | Added |
| GuoLine Advisory Pte Ltd | 117,890 | $32.1M | 3.41% | 00.0% | Unchanged |
| MIG Capital, LLC | 116,487 | $31.8M | 3.34% | +8,287+7.7% | Added |
| Yousif Capital Management, LLC | 116,330 | $31.7M | 0.34% | −320−0.3% | Reduced |
| Boston Common Asset Management, LLC | 116,177 | $31.7M | 0.89% | +35,918+44.8% | Added |
| ATOMVEST Ltd | 115,900 | $31.6M | 59.37% | +28,600+32.8% | Added |
| Walleye Capital LLC | 115,756 | $31.6M | 0.29% | +67,673+140.7% | Added |
| Renaissance Group LLC | 115,370 | $31.5M | 1.23% | +4,638+4.2% | Added |
| Silvercrest Asset Management Group LLC | 578,619 | $31.5M | 0.21% | +510,050+743.8% | Added |
| Tiaa Trust, National Association | 114,662 | $31.3M | 0.08% | +7,363+6.9% | Added |
| Park National Corp | 114,532 | $31.2M | 1.03% | +10,901+10.5% | Added |
| Howard Capital Management Group, LLC | 114,400 | $31.2M | 2.17% | +550.0% | Added |
| Mutual of America Capital Management LLC | 113,606 | $31.0M | 0.33% | −1,257−1.1% | Reduced |
| Benchstone Capital Management LP | 111,688 | $30.5M | 2.69% | −27,587−19.8% | Reduced |
| Wesbanco Bank Inc | 110,968 | $30.3M | 0.90% | +7,091+6.8% | Added |
| United Capital Financial Advisers, LLC | 109,848 | $30.0M | 0.24% | −1,318−1.2% | Reduced |
| EP Wealth Advisors, LLC | 108,802 | $29.7M | 0.19% | +1,021+0.9% | Added |
| Chilton Capital Management LLC | 107,898 | $29.4M | 1.08% | +442+0.4% | Added |
| State of Alaska, Department of Revenue | 107,725 | $29.4M | 0.31% | −4,415−3.9% | Reduced |
| Kestra Advisory Services, LLC | 107,712 | $29.4M | 0.14% | +1,218+1.1% | Added |
| NS Partners Ltd | 107,206 | $29.2M | 1.19% | −9,549−8.2% | Reduced |
| Rokos Capital Management LLP | 106,769 | $29.1M | 0.49% | +106,769 | New |
| Pathstone Holdings, LLC | 106,334 | $29.0M | 0.11% | −78,168−42.4% | Reduced |
| Stephens Inc | 105,517 | $28.8M | 0.40% | +4,037+4.0% | Added |
| Tokio Marine Asset Management Co Ltd | 104,098 | $28.4M | 1.09% | +1,730+1.7% | Added |
| Distillate Capital Partners LLC | 103,740 | $28.3M | 1.52% | +103,740 | New |
| Ethic Inc. | 102,834 | $28.1M | 0.50% | −1,831−1.7% | Reduced |
| Alua Capital Management LP | 103,089 | $28.1M | 1.93% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 102,585 | $28.0M | 0.31% | −88,050−46.2% | Reduced |
| Thomasville National Bank | 102,176 | $27.9M | 1.90% | −55−0.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 102,325 | $27.8M | 0.75% | +64+0.1% | Added |
| CWM, LLC | 100,739 | $27.5M | 0.10% | +9,338+10.2% | Added |
| Wealthfront Advisers LLC | 100,049 | $27.3M | 0.07% | −6,172−5.8% | Reduced |
| Davidson Kempner Capital Management LP | 100,000 | $27.3M | 0.42% | 00.0% | Unchanged |
| Generali Powszechne Towarzystwo Emerytalne | 100,000 | $27.3M | 5.63% | +39,882+66.3% | Added |
| Osterweis Capital Management Inc | 98,507 | $26.9M | 1.29% | −17,107−14.8% | Reduced |
| Greenleaf Trust | 98,056 | $26.7M | 0.24% | −640−0.6% | Reduced |
| Community Trust & Investment Co | 97,510 | $26.6M | 1.54% | +9,210+10.4% | Added |
| GWM Advisors LLC | 96,843 | $26.4M | 0.14% | +2,817+3.0% | Added |
| Elo Mutual Pension Insurance Co | 96,558 | $26.3M | 0.54% | −11,847−10.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 94,431 | $25.7M | 0.26% | −9,476−9.1% | Reduced |
| Adams Diversified Equity Fund, Inc. | 94,000 | $25.6M | 0.92% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 93,314 | $25.4M | 0.96% | −26,072−21.8% | Reduced |
| Delta Global Management LP | 92,495 | $25.2M | 1.68% | +28,823+45.3% | Added |
| Colony Capital, Inc. | 92,371 | $25.2M | 2.52% | +92,371 | New |
| Tran Capital Management, L.P. | 92,134 | $25.1M | 2.96% | −816−0.9% | Reduced |
| Daymark Wealth Partners, LLC | 90,857 | $24.8M | 0.94% | +19,801+27.9% | Added |
| Associated Banc-Corp | 90,803 | $24.8M | 0.70% | +90,803 | New |
| Mesirow Financial Investment Management, Inc. | 90,641 | $24.7M | 0.48% | −321−0.4% | Reduced |
| Boston Family Office LLC | 89,910 | $24.5M | 1.63% | −122−0.1% | Reduced |
| Waycross Partners, LLC | 88,758 | $24.2M | 2.28% | +3,252+3.8% | Added |
| Haverford Trust Co | 88,065 | $24.0M | 0.23% | +3,834+4.6% | Added |
| Brinker Capital Investments, LLC | 87,816 | $23.9M | 0.20% | +9,834+12.6% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 87,500 | $23.9M | 1.28% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 87,439 | $23.8M | 0.30% | +580+0.7% | Added |
| Avantax Advisory Services, Inc. | 87,331 | $23.8M | 0.13% | +3,387+4.0% | Added |
| Tocqueville Asset Management L.P. | 87,021 | $23.7M | 0.36% | −102,724−54.1% | Reduced |
| Cumberland Partners Ltd | 86,153 | $23.5M | 1.63% | +73,553+583.8% | Added |
| Pittenger & Anderson Inc | 85,968 | $23.4M | 0.86% | −468−0.5% | Reduced |
| Citizens Financial Group Inc | 85,639 | $23.4M | 0.38% | +1,380+1.6% | Added |
| Harvest Portfolios Group Inc. | 85,341 | $23.3M | 0.54% | +16,715+24.4% | Added |
| Motley Fool Asset Management LLC | 83,932 | $22.9M | 1.06% | +1,548+1.9% | Added |
| Davidson Investment Advisors | 83,695 | $22.8M | 1.03% | −1,493−1.8% | Reduced |
| Generali Asset Management SPA SGR | 83,247 | $22.7M | 0.52% | −9,372−10.1% | Reduced |
| Oregon Public Employees Retirement Fund | 82,912 | $22.6M | 0.40% | +778+0.9% | Added |
| Penserra Capital Management LLC | 82,760 | $22.6M | 0.31% | +72,745+726.4% | Added |
| Sit Investment Associates Inc | 82,517 | $22.5M | 0.48% | −3,799−4.4% | Reduced |
| Atria Investments LLC | 82,378 | $22.5M | 0.27% | −14,876−15.3% | Reduced |
| Freestone Capital Holdings, LLC | 82,278 | $22.4M | 0.76% | +4,863+6.3% | Added |
| Flputnam Investment Management Co | 81,867 | $22.3M | 0.38% | −13,863−14.5% | Reduced |
| Sora Investors LLC | 80,889 | $22.1M | 1.99% | −4,283−5.0% | Reduced |
| First Financial Bankshares Inc | 80,039 | $21.8M | 0.49% | +2,747+3.6% | Added |
| Franklin Street Advisors Inc | 79,750 | $21.7M | 1.35% | −3,698−4.4% | Reduced |
| Talbot Financial, LLC | 78,826 | $21.5M | 2.03% | +17,675+28.9% | Added |
| Private Advisor Group, LLC | 78,788 | $21.5M | 0.12% | +845+1.1% | Added |
| Magellan Asset Management Ltd | 78,687 | $21.5M | 0.25% | +6,649+9.2% | Added |
| Foundations Investment Advisors, LLC | 78,663 | $21.5M | 0.34% | +7,888+11.1% | Added |
| NEOS Investment Management LLC | 77,911 | $21.2M | 0.26% | +16,051+25.9% | Added |
| Abner Herrman & Brock LLC | 77,785 | $21.2M | 2.37% | −367−0.5% | Reduced |
| Hamilton Capital Partners Inc. | 77,770 | $21.2M | 1.08% | +10,925+16.3% | Added |
| Umb Bank N A | 77,594 | $21.2M | 0.33% | −17,484−18.4% | Reduced |
| Illinois Municipal Retirement Fund | 77,525 | $21.1M | 0.29% | +26,239+51.2% | Added |
| Clearstead Advisors, LLC | 77,320 | $21.1M | 0.30% | +4,402+6.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 77,073 | $21.1M | 0.16% | +26,072+51.1% | Added |
| Oppenheimer Asset Management Inc. | 77,195 | $21.1M | 0.24% | −46,294−37.5% | Reduced |
| Roffman Miller Associates Inc | 76,938 | $21.0M | 1.25% | +7,892+11.4% | Added |
| Baader Bank INC | 76,834 | $20.8M | 1.79% | −10,760−12.3% | Reduced |
| Paragon Capital Management Ltd | 76,081 | $20.7M | 3.76% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 75,834 | $20.7M | 0.30% | +3,585+5.0% | Added |
| Northwest & Ethical Investments L.P. | 75,147 | $20.5M | 0.51% | +17,930+31.3% | Added |
| LGT Fund Management Co Ltd. | 73,955 | $20.2M | 1.76% | +6,158+9.1% | Added |
| Clear Street LLC | 73,900 | $20.2M | 0.12% | +13,900+23.2% | Added |
| MMBG Investment Advisors Co. | 73,582 | $20.1M | 2.00% | +562+0.8% | Added |
| Washington Trust Co | 71,251 | $19.4M | 0.69% | +1,428+2.0% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 71,026 | $19.4M | 0.14% | −4,167−5.5% | Reduced |
| Benjamin Edwards Inc | 71,019 | $19.4M | 0.25% | +20,063+39.4% | Added |
| Adviser Investments LLC | 70,885 | $19.3M | 0.24% | +62,510+746.4% | Added |