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 |
|---|---|---|---|---|---|
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 70,213 | $19.2M | 1.39% | +29,463+72.3% | Added |
| Alight Capital Management LP | 70,000 | $19.1M | 4.85% | +45,000+180.0% | Added |
| Arkadios Wealth Advisors | 68,948 | $18.8M | 0.56% | +8,138+13.4% | Added |
| Old National Bancorp | 68,616 | $18.7M | 0.33% | −5,647−7.6% | Reduced |
| Pensionmark Financial Group, LLC | 68,505 | $18.7M | 0.42% | +1,368+2.0% | Added |
| Prime Capital Investment Advisors, LLC | 68,461 | $18.7M | 0.25% | −29,346−30.0% | Reduced |
| GW Henssler & Associates Ltd | 68,427 | $18.7M | 1.00% | +1,977+3.0% | Added |
| Sone Capital Management, LLC | 68,320 | $18.6M | 1.72% | +49,519+263.4% | Added |
| Parallel Advisors, LLC | 67,794 | $18.5M | 0.37% | +511+0.8% | Added |
| Trexquant Investment LP | 67,497 | $18.4M | 0.21% | −7,734−10.3% | Reduced |
| Sava Infond d.o.o. | 67,445 | $18.4M | 2.87% | +11,455+20.5% | Added |
| NFJ Investment Group, LLC | 67,149 | $18.3M | 0.64% | +12,475+22.8% | Added |
| Beese Fulmer Investment Management, Inc. | 66,713 | $18.2M | 1.36% | +2,587+4.0% | Added |
| J. L. Bainbridge & Co., Inc. | 66,461 | $18.1M | 1.67% | +588+0.9% | Added |
| Mizuho Securities USA LLC | 66,307 | $18.1M | 0.39% | +66,307 | New |
| TCG Advisory Services, LLC | 66,206 | $18.1M | 0.63% | +601+0.9% | Added |
| GDS Wealth Management | 65,956 | $18.0M | 1.31% | +3,017+4.8% | Added |
| Capstone Investment Advisors, LLC | 65,695 | $17.9M | 0.15% | +858+1.3% | Added |
| Norinchukin Bank, The | 65,439 | $17.8M | 0.27% | +4,666+7.7% | Added |
| Cornerstone Advisors, LLC | 65,400 | $17.8M | 0.61% | +22,600+52.8% | Added |
| CCM Investment Advisers LLC | 65,261 | $17.8M | 1.92% | +333+0.5% | Added |
| Yarbrough Capital, LLC | 64,983 | $17.7M | 0.63% | −7,539−10.4% | Reduced |
| Banque Transatlantique SA | 64,582 | $17.7M | 0.49% | +4,722+7.9% | Added |
| ARS Investment Partners, LLC | 64,822 | $17.7M | 1.29% | −709−1.1% | Reduced |
| Lyell Wealth Management, LP | 64,808 | $17.7M | 1.40% | −1,290−2.0% | Reduced |
| NZS Capital, LLC | 64,253 | $17.5M | 0.60% | +19,861+44.7% | Added |
| Dash Acquisitions Inc. | 65,329 | $17.5M | 3.70% | +1,313+2.1% | Added |
| Nixon Peabody Trust Co | 63,889 | $17.4M | 1.35% | −370−0.6% | Reduced |
| Osborne Partners Capital Management, LLC | 63,791 | $17.4M | 0.92% | +1,217+1.9% | Added |
| Vinva Investment Management Ltd | 63,119 | $17.3M | 0.46% | +22,445+55.2% | Added |
| M&G Plc | 63,191 | $17.3M | 0.10% | +52,968+518.1% | Added |
| Silicon Valley Capital Partners | 63,040 | $17.2M | 1.79% | +34,068+117.6% | Added |
| Avanza Fonder AB | 62,979 | $17.2M | 0.51% | +6,862+12.2% | Added |
| CenterBook Partners LP | 62,965 | $17.2M | 0.95% | +62,965 | New |
| Capital International Ltd | 62,937 | $17.2M | 0.66% | +2,763+4.6% | Added |
| Verition Fund Management LLC | 62,785 | $17.1M | 0.10% | +14,084+28.9% | Added |
| One Capital Management, LLC | 62,449 | $17.0M | 0.59% | +6,198+11.0% | Added |
| Grimes & Company, Inc. | 61,008 | $16.6M | 0.45% | −1,109−1.8% | Reduced |
| PEAK6 LLC | 60,943 | $16.6M | 0.56% | +19,847+48.3% | Added |
| Warren Averett Asset Management, LLC | 60,870 | $16.6M | 0.18% | +290+0.5% | Added |
| Trajan Wealth LLC | 60,423 | $16.5M | 0.81% | +2,964+5.2% | Added |
| TD Waterhouse Canada Inc. | 60,054 | $16.4M | 0.12% | +6,245+11.6% | Added |
| Beacon Pointe Advisors, LLC | 60,067 | $16.4M | 0.17% | +5,947+11.0% | Added |
| General American Investors Co Inc | 60,000 | $16.4M | 1.10% | +60,000 | New |
| Neville Rodie & Shaw Inc | 59,970 | $16.4M | 1.21% | +2,644+4.6% | Added |
| Middleton & Co Inc | 59,385 | $16.2M | 1.82% | −132−0.2% | Reduced |
| Kentucky Retirement Systems | 59,237 | $16.2M | 0.47% | −3,882−6.2% | Reduced |
| WoodTrust Financial Corp | 59,131 | $16.1M | 2.25% | +1,559+2.7% | Added |
| Metis Global Partners, LLC | 58,874 | $16.1M | 0.41% | −6,081−9.4% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 69,000 | $16.0M | 2.21% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 59,099 | $16.0M | 1.09% | +8,393+16.6% | Added |
| Baker Avenue Asset Management, LP | 58,615 | $16.0M | 0.45% | +2,370+4.2% | Added |
| Oppenheimer & Co Inc | 58,508 | $16.0M | 0.21% | +5,371+10.1% | Added |
| Commerzbank Aktiengesellschaft | 58,079 | $15.8M | 0.36% | −41,948−41.9% | Reduced |
| Hartford Investment Management Co | 57,856 | $15.8M | 0.50% | −527−0.9% | Reduced |
| Cresset Asset Management, LLC | 57,604 | $15.7M | 0.08% | −3,004−5.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 56,258 | $15.3M | 1.04% | −996−1.7% | Reduced |
| Connors Investor Services Inc | 55,957 | $15.3M | 1.35% | +11,523+25.9% | Added |
| Triglav Skladi, D.O.O. | 55,734 | $15.2M | 1.10% | −33,715−37.7% | Reduced |
| Atom Investors LP | 55,578 | $15.2M | 1.34% | +33,117+147.4% | Added |
| Crawford Investment Counsel Inc | 55,482 | $15.1M | 0.26% | −2,153−3.7% | Reduced |
| Quantbot Technologies LP | 55,382 | $15.1M | 0.39% | +29,617+115.0% | Added |
| Marco Investment Management LLC | 55,268 | $15.1M | 1.26% | +2,402+4.5% | Added |
| Trust Co of Vermont | 55,194 | $15.1M | 0.71% | +8,539+18.3% | Added |
| Copeland Capital Management, LLC | 55,081 | $15.0M | 0.31% | −148−0.3% | Reduced |
| River Road Asset Management, LLC | 58,099 | $15.0M | 0.19% | +26,030+81.2% | Added |
| Kapitalo Investimentos Ltda | 55,000 | $15.0M | 3.27% | +55,000 | New |
| Atlantic Union Bankshares Corp | 54,944 | $15.0M | 0.34% | +27,603+101.0% | Added |
| Mill Capital Management, LLC | 54,779 | $14.9M | 1.17% | +570+1.1% | Added |
| Stonebridge Capital Advisors LLC | 54,596 | $14.9M | 1.13% | +321+0.6% | Added |
| Strategic Wealth Partners, Ltd. | 54,004 | $14.7M | 1.16% | +54,004 | New |
| Oddo BHF Asset Management SAS | 53,670 | $14.6M | 0.56% | −92,183−63.2% | Reduced |
| Allianz SE | 53,555 | $14.6M | 0.35% | −4,403−7.6% | Reduced |
| Empowered Funds, LLC | 53,532 | $14.6M | 0.17% | +19,974+59.5% | Added |
| Phoenix Holdings Ltd. | 53,375 | $14.6M | 0.19% | +363+0.7% | Added |
| McRae Capital Management Inc | 53,042 | $14.5M | 2.96% | +6,975+15.1% | Added |
| Advisory Services Network, LLC | 55,801 | $14.4M | 0.23% | +1,355+2.5% | Added |
| Compass Capital Management, Inc | 52,719 | $14.4M | 0.77% | +52,719 | New |
| Allworth Financial LP | 52,645 | $14.4M | 0.07% | +26,203+99.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 52,419 | $14.3M | 0.35% | +25,738+96.5% | Added |
| Prospera Financial Services Inc | 52,188 | $14.2M | 0.27% | −21,510−29.2% | Reduced |
| ExodusPoint Capital Management, LP | 52,129 | $14.2M | 0.17% | +52,129 | New |
| Goodman Financial Corp | 52,055 | $14.2M | 2.85% | +52,055 | New |
| Jasper Ridge Partners, L.P. | 51,894 | $14.2M | 0.35% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 51,884 | $14.1M | 0.62% | +51,884 | New |
| Factory Mutual Insurance Co | 51,800 | $14.1M | 0.15% | 00.0% | Unchanged |
| Equitable Trust Co | 51,761 | $14.1M | 0.70% | +14,604+39.3% | Added |
| CTC LLC | 51,312 | $14.0M | 0.89% | +51,312 | New |
| Cornerstone Capital, Inc. | 51,259 | $14.0M | 1.46% | −20.0% | Reduced |
| Univest Financial Corp | 51,076 | $13.9M | 0.84% | −1,064−2.0% | Reduced |
| Shufro Rose & Co LLC | 51,844 | $13.9M | 1.13% | −769−1.5% | Reduced |
| Louisiana State Employees Retirement System | 50,600 | $13.8M | 0.25% | −900−1.7% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 50,376 | $13.7M | 1.36% | +15,384+44.0% | Added |
| BLB&B Advisors, LLC | 50,261 | $13.7M | 0.64% | +2,097+4.4% | Added |
| Securian Asset Management, Inc | 50,132 | $13.7M | 0.39% | −558−1.1% | Reduced |
| Bradley Foster & Sargent Inc | 49,944 | $13.6M | 0.21% | −40−0.1% | Reduced |
| Brookstone Capital Management | 49,926 | $13.6M | 0.18% | +4,195+9.2% | Added |
| Horizon Investments, LLC | 49,880 | $13.6M | 0.22% | +18,941+61.2% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 49,769 | $13.6M | 0.23% | −208,474−80.7% | Reduced |
| LGT Group Foundation | 49,731 | $13.6M | 0.17% | −24,091−32.6% | Reduced |