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 |
|---|---|---|---|---|---|
| Cidel Asset Management Inc | 49,392 | $13.5M | 0.81% | −9,443−16.0% | Reduced |
| Gulf International Bank (UK) Ltd | 49,002 | $13.4M | 0.47% | −6,047−11.0% | Reduced |
| Bogart Wealth, LLC | 48,634 | $13.3M | 0.57% | +2,134+4.6% | Added |
| Summit Trail Advisors, LLC | 48,480 | $13.2M | 0.23% | +2,716+5.9% | Added |
| Farmers & Merchants Investments Inc | 48,440 | $13.2M | 0.39% | +47,302+4,156.6% | Added |
| RPG Investment Advisory, LLC | 48,434 | $13.2M | 1.64% | −29,770−38.1% | Reduced |
| North Star Asset Management Inc | 48,383 | $13.2M | 0.56% | +6,348+15.1% | Added |
| Chesley Taft & Associates LLC | 48,178 | $13.1M | 0.59% | −739−1.5% | Reduced |
| Alberta Investment Management Corp | 48,100 | $13.1M | 0.10% | +47,200+5,244.4% | Added |
| Exencial Wealth Advisors, LLC | 47,804 | $13.0M | 0.46% | +1,850+4.0% | Added |
| Entropy Technologies, LP | 47,772 | $13.0M | 1.03% | +1,168+2.5% | Added |
| Hemenway Trust Co LLC | 47,719 | $13.0M | 1.01% | +13,790+40.6% | Added |
| CSM Advisors, LLC | 47,550 | $13.0M | 0.38% | +2,275+5.0% | Added |
| EULAV Asset Management | 47,506 | $13.0M | 0.30% | −4,500−8.7% | Reduced |
| Great Valley Advisor Group, Inc. | 47,319 | $12.9M | 0.29% | −12,882−21.4% | Reduced |
| Groupama Asset Managment | 47,169 | $12.9M | 0.21% | +5,457+13.1% | Added |
| LVM Capital Management Ltd | 47,175 | $12.9M | 1.33% | +494+1.1% | Added |
| Parus Finance (UK) Ltd | 46,793 | $12.8M | 3.65% | +16,213+53.0% | Added |
| Temasek Holdings (Private) Ltd | 46,773 | $12.8M | 0.05% | +46,773 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 46,600 | $12.7M | 0.58% | +20,579+79.1% | Added |
| iA Global Asset Management Inc. | 46,350 | $12.6M | 0.19% | +28,356+157.6% | Added |
| Banque Cantonale Vaudoise | 46,290 | $12.6M | 0.51% | +1,277+2.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 46,129 | $12.6M | 0.64% | +2,294+5.2% | Added |
| Lynwood Price Capital Management LP | 46,060 | $12.6M | 6.24% | −9,940−17.8% | Reduced |
| Woodline Partners LP | 45,864 | $12.5M | 0.07% | −22,943−33.3% | Reduced |
| RSM US Wealth Management LLC | 45,387 | $12.4M | 0.17% | −2,126−4.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 45,436 | $12.4M | 0.09% | −56,512−55.4% | Reduced |
| Maryland State Retirement & Pension System | 45,380 | $12.4M | 0.27% | +2,163+5.0% | Added |
| Tower Research Capital LLC (TRC) | 45,272 | $12.3M | 0.33% | +6,221+15.9% | Added |
| Arvest Bank Trust Division | 45,228 | $12.3M | 0.72% | −21,380−32.1% | Reduced |
| D.A. Davidson & Co. | 45,069 | $12.3M | 0.09% | −3,497−7.2% | Reduced |
| Shelton Capital Management | 45,055 | $12.3M | 0.28% | +7,805+21.0% | Added |
| Perigon Wealth Management, LLC | 45,054 | $12.3M | 0.29% | −2,669−5.6% | Reduced |
| Gradient Investments LLC | 44,824 | $12.2M | 0.22% | +541+1.2% | Added |
| New Mexico Educational Retirement Board | 44,686 | $12.2M | 0.40% | 00.0% | Unchanged |
| TenCore Partners, LP | 44,613 | $12.2M | 5.50% | −6,080−12.0% | Reduced |
| DuPont Capital Management Corp | 44,569 | $12.2M | 1.31% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 44,558 | $12.2M | 2.86% | +44,558 | New |
| Capital Impact Advisors, LLC | 44,517 | $12.1M | 3.65% | +4,593+11.5% | Added |
| Sienna Gestion | 48,728 | $12.1M | 0.83% | +4,653+10.6% | Added |
| Congress Wealth Management LLC | 44,467 | $12.1M | 0.12% | −30,785−40.9% | Reduced |
| Fiduciary Trust Co | 44,452 | $12.1M | 0.15% | −1,338−2.9% | Reduced |
| Albion Financial Group | 44,450 | $12.1M | 0.79% | +20,145+82.9% | Added |
| Independent Advisor Alliance | 44,417 | $12.1M | 0.35% | +533+1.2% | Added |
| Coldstream Capital Management Inc | 44,314 | $12.1M | 0.20% | +21,141+91.2% | Added |
| Artemis Investment Management LLP | 44,177 | $12.0M | 0.16% | −18,486−29.5% | Reduced |
| Nomura Holdings Inc | 44,149 | $12.0M | 0.10% | −89,915−67.1% | Reduced |
| Cary Street Partners Financial LLC | 43,827 | $12.0M | 0.34% | −1,141−2.5% | Reduced |
| Investment House LLC | 43,513 | $11.9M | 0.60% | +10,108+30.3% | Added |
| KMG Fiduciary Partners, LLC | 43,230 | $11.8M | 0.87% | +2,741+6.8% | Added |
| CFM Wealth Partners LLC | 43,181 | $11.8M | 1.87% | +694+1.6% | Added |
| Rosenblum Silverman Sutton S F Inc | 43,157 | $11.8M | 2.85% | −140−0.3% | Reduced |
| Gifford Fong Associates | 43,009 | $11.7M | 2.70% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 42,820 | $11.7M | 0.33% | −50,903−54.3% | Reduced |
| Ithaka Group LLC | 42,697 | $11.6M | 1.99% | −24,995−36.9% | Reduced |
| Kempen Capital Management N.V. | 42,504 | $11.6M | 0.11% | −89,836−67.9% | Reduced |
| New Age Alpha Advisors, LLC | 42,417 | $11.6M | 0.51% | +7,678+22.1% | Added |
| Spence Asset Management | 42,386 | $11.6M | 2.36% | −165−0.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 42,123 | $11.5M | 0.69% | +4,720+12.6% | Added |
| Bragg Financial Advisors, Inc | 42,115 | $11.5M | 0.41% | +2,683+6.8% | Added |
| Twin Tree Management, LP | 41,664 | $11.4M | 0.29% | −80,551−65.9% | Reduced |
| Bokf, NA | 41,394 | $11.3M | 0.18% | +9,205+28.6% | Added |
| Great Lakes Advisors, LLC | 41,355 | $11.3M | 0.09% | −413−1.0% | Reduced |
| Pallas Capital Advisors LLC | 41,159 | $11.2M | 0.43% | +1,874+4.8% | Added |
| Bleakley Financial Group, LLC | 41,153 | $11.2M | 0.28% | +358+0.9% | Added |
| Lazard Freres Gestion S.A.S. | 40,910 | $11.2M | 0.23% | −3,605−8.1% | Reduced |
| FORA Capital, LLC | 40,828 | $11.1M | 1.24% | +18,537+83.2% | Added |
| Azimuth Capital Investment Management LLC | 40,686 | $11.1M | 0.41% | −799−1.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 40,603 | $11.1M | 0.79% | +40,603 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 40,485 | $11.0M | 2.34% | +6,276+18.3% | Added |
| Channing Capital Management, LLC | 40,417 | $11.0M | 0.31% | +4,318+12.0% | Added |
| Renaissance Technologies LLC | 40,084 | $10.9M | 0.01% | −555,638−93.3% | Reduced |
| Nemes Rush Group LLC | 39,884 | $10.9M | 1.19% | +2,863+7.7% | Added |
| AIA Group Ltd | 39,553 | $10.8M | 0.23% | +6,668+20.3% | Added |
| Sonora Investment Management Group, LLC | 39,354 | $10.7M | 0.80% | +8,660+28.2% | Added |
| Moors & Cabot, Inc. | 39,288 | $10.7M | 0.50% | +450+1.2% | Added |
| Whittier Trust Co | 39,269 | $10.7M | 0.13% | −82,228−67.7% | Reduced |
| Exchange Capital Management, Inc. | 39,104 | $10.7M | 1.59% | −797−2.0% | Reduced |
| Concurrent Investment Advisors, LLC | 64,633 | $10.6M | 0.20% | +6,344+10.9% | Added |
| Marks Group Wealth Management, Inc | 38,421 | $10.5M | 0.97% | +426+1.1% | Added |
| Synovus Financial Corp | 38,326 | $10.5M | 0.13% | −481−1.2% | Reduced |
| MAI Capital Management | 38,159 | $10.4M | 0.07% | −11,285−22.8% | Reduced |
| Amica Mutual Insurance Co | 38,152 | $10.4M | 1.00% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 38,060 | $10.4M | 0.48% | +5,750+17.8% | Added |
| Bryn Mawr Trust Co | 38,007 | $10.4M | 0.18% | −2,299−5.7% | Reduced |
| ICONIQ Capital, LLC | 37,928 | $10.3M | 0.17% | −665−1.7% | Reduced |
| Motco | 39,617 | $10.2M | 0.98% | +1,962+5.2% | Added |
| Profund Advisors LLC | 37,337 | $10.2M | 0.37% | −8,816−19.1% | Reduced |
| Forbes J M & Co LLP | 37,315 | $10.2M | 0.93% | −626−1.6% | Reduced |
| Zweig-DiMenna Associates LLC | 37,258 | $10.2M | 1.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 37,187 | $10.1M | 0.11% | +318+0.9% | Added |
| J. Safra Sarasin Holding AG | 37,178 | $10.1M | 0.18% | −51,366−58.0% | Reduced |
| Adell Harriman & Carpenter Inc | 36,944 | $10.1M | 0.67% | −1,475−3.8% | Reduced |
| Hantz Financial Services, Inc. | 36,789 | $10.0M | 0.16% | +11,742+46.9% | Added |
| Boston Partners | 36,734 | $10.0M | 0.01% | +36,734 | New |
| Principal Securities, Inc. | 36,649 | $9.99M | 0.19% | +3,976+12.2% | Added |
| Gotham Asset Management, LLC | 36,440 | $9.94M | 0.06% | +2,785+8.3% | Added |
| Sterling Capital Management LLC | 36,198 | $9.87M | 0.14% | −5,748−13.7% | Reduced |
| Caisse des Depots Et Consignations | 36,157 | $9.86M | 0.41% | +4,339+13.6% | Added |
| Edentree Asset Management Ltd | 36,028 | $9.82M | 2.72% | +3,250+9.9% | Added |