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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 35,778 | $9.77M | 0.29% | +113+0.3% | Added |
| AG2R la Mondiale Gestion D'Actifs | 35,774 | $9.76M | 0.50% | +477+1.4% | Added |
| Hudson Valley Investment Advisors Inc | 35,558 | $9.70M | 1.06% | −4,186−10.5% | Reduced |
| Pinnacle Associates Ltd | 35,193 | $9.60M | 0.14% | +1,233+3.6% | Added |
| HB Wealth Management, LLC | 35,178 | $9.59M | 0.08% | −520−1.5% | Reduced |
| Shell Asset Management Co | 35,045 | $9.56M | 0.33% | +8,301+31.0% | Added |
| Nishkama Capital, LLC | 34,700 | $9.46M | 1.55% | −13,392−27.8% | Reduced |
| Dnca Finance | 34,700 | $9.46M | 0.72% | +13,600+64.5% | Added |
| Novare Capital Management LLC | 34,618 | $9.44M | 0.77% | +916+2.7% | Added |
| Merit Financial Group, LLC | 34,513 | $9.41M | 0.10% | +8,967+35.1% | Added |
| Kinneret Advisory, LLC | 34,370 | $9.39M | 0.85% | −52−0.2% | Reduced |
| Stratos Wealth Advisors, LLC | 34,326 | $9.36M | 0.49% | −234−0.7% | Reduced |
| Sawgrass Asset Management LLC | 34,308 | $9.36M | 1.06% | +33,322+3,379.5% | Added |
| Valeo Financial Advisors, LLC | 34,295 | $9.35M | 0.23% | −46,608−57.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 34,295 | $9.35M | 0.55% | +34,295 | New |
| Massmutual Trust Co FSB | 34,290 | $9.35M | 0.25% | +1,483+4.5% | Added |
| Simmons Bank | 34,284 | $9.35M | 0.67% | −372−1.1% | Reduced |
| APG Asset Management US Inc. | 34,139 | $9.28M | 0.07% | +2,014+6.3% | Added |
| Park Avenue Securities LLC | 33,902 | $9.24M | 0.09% | −1,753−4.9% | Reduced |
| Grassi Investment Management | 33,614 | $9.17M | 0.73% | +100+0.3% | Added |
| Numerai GP LLC | 33,549 | $9.15M | 1.32% | +33,549 | New |
| River Wealth Advisors LLC | 33,545 | $9.15M | 1.14% | −12,423−27.0% | Reduced |
| Bank of Nova Scotia Trust Co | 33,513 | $9.14M | 0.90% | +2,318+7.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 33,436 | $9.12M | 0.03% | −7,289−17.9% | Reduced |
| Empirical Finance, LLC | 33,421 | $9.11M | 0.48% | +216+0.7% | Added |
| ABN AMRO Bank N.V. | 33,124 | $9.09M | 0.12% | −150,975−82.0% | Reduced |
| Callahan Advisors, LLC | 33,094 | $9.02M | 0.81% | +1,660+5.3% | Added |
| Boothbay Fund Management, LLC | 33,043 | $9.01M | 0.28% | +28,708+662.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 32,994 | $9.00M | 2.53% | +3,431+11.6% | Added |
| Jacobs & Co | 32,934 | $8.98M | 0.89% | +32,934 | New |
| Northstar Asset Management Inc | 32,741 | $8.93M | 2.47% | −2,068−5.9% | Reduced |
| Philadelphia Trust Co | 32,700 | $8.92M | 0.68% | +314+1.0% | Added |
| Thames Capital Management LLC | 32,695 | $8.92M | 2.02% | −19,156−36.9% | Reduced |
| Point72 Hong Kong Ltd | 32,678 | $8.91M | 0.62% | +22,454+219.6% | Added |
| Stratos Wealth Partners, LTD. | 32,371 | $8.83M | 0.12% | +84+0.3% | Added |
| Maxi Investments CY Ltd | 32,310 | $8.81M | 1.46% | −1,862−5.4% | Reduced |
| Plato Investment Management Ltd | 32,416 | $8.81M | 0.66% | +5,583+20.8% | Added |
| Brighton Jones LLC | 32,209 | $8.78M | 0.24% | +4,509+16.3% | Added |
| BDF-Gestion | 32,120 | $8.76M | 0.99% | +6,983+27.8% | Added |
| Magnetar Financial LLC | 32,080 | $8.75M | 0.04% | +1,770+5.8% | Added |
| Level Four Advisory Services, LLC | 31,589 | $8.61M | 0.32% | −1,508−4.6% | Reduced |
| Snowden Capital Advisors LLC | 31,534 | $8.61M | 0.25% | −2,680−7.8% | Reduced |
| Investment Management Corp of Ontario | 31,563 | $8.61M | 0.13% | −2,335−6.9% | Reduced |
| Keybank National Association | 31,286 | $8.53M | 0.03% | −655−2.1% | Reduced |
| Point72 Europe (London) LLP | 31,200 | $8.51M | 0.44% | −10,328−24.9% | Reduced |
| Equitable Holdings, Inc. | 30,998 | $8.45M | 0.07% | +4,457+16.8% | Added |
| Dillon & Associates Inc | 30,764 | $8.40M | 1.14% | +1,334+4.5% | Added |
| Meyer Handelman Co | 30,761 | $8.39M | 0.28% | −929−2.9% | Reduced |
| Lockheed Martin Investment Management Co | 30,730 | $8.38M | 0.31% | −2,110−6.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 30,608 | $8.35M | 0.13% | +170+0.6% | Added |
| Dakota Wealth Management | 30,527 | $8.32M | 0.18% | +23,287+321.6% | Added |
| We Are One Seven, LLC | 30,513 | $8.32M | 0.27% | +6,817+28.8% | Added |
| Bessemer Group Inc | 30,487 | $8.31M | 0.01% | −847−2.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 30,473 | $8.31M | 1.44% | +1,911+6.7% | Added |
| MASTERINVEST Kapitalanlage GmbH | 30,231 | $8.24M | 0.87% | +30,231 | New |
| Sand Hill Global Advisors, LLC | 30,160 | $8.22M | 0.31% | +459+1.5% | Added |
| Wormser Freres Gestion | 29,936 | $8.16M | 4.86% | +403+1.4% | Added |
| Fundamentun, LLC | 29,642 | $8.08M | 0.37% | −4,751−13.8% | Reduced |
| Anchor Capital Advisors LLC | 29,397 | $8.02M | 0.24% | −250−0.8% | Reduced |
| Apollon Wealth Management, LLC | 28,881 | $7.88M | 0.16% | −5,686−16.4% | Reduced |
| Wetherby Asset Management Inc | 28,846 | $7.87M | 0.35% | +28,846 | New |
| Zions Bancorporation, National Association | 28,756 | $7.84M | 0.42% | +2,017+7.5% | Added |
| CastleKnight Management LP | 28,600 | $7.80M | 0.51% | +23,600+472.0% | Added |
| Advisors Capital Management, LLC | 28,521 | $7.78M | 0.11% | +2,259+8.6% | Added |
| Central Trust Co | 28,190 | $7.69M | 0.18% | +938+3.4% | Added |
| First Nebraska Trust Co | 27,964 | $7.63M | 0.73% | +2,355+9.2% | Added |
| Diversified Trust Co | 27,786 | $7.58M | 0.17% | +6,430+30.1% | Added |
| Harvey Capital Management Inc | 27,716 | $7.54M | 1.77% | +2,937+11.9% | Added |
| Modera Wealth Management, LLC | 27,598 | $7.53M | 0.09% | +669+2.5% | Added |
| Advisors Asset Management, Inc. | 27,584 | $7.52M | 0.13% | −206−0.7% | Reduced |
| Ally Financial Inc. | 27,500 | $7.50M | 0.85% | +14,500+111.5% | Added |
| Knollwood Investment Advisory, LLC | 27,482 | $7.49M | 0.72% | 00.0% | Unchanged |
| CMH Wealth Management LLC | 27,420 | $7.49M | 1.74% | +1,503+5.8% | Added |
| HighPoint Advisor Group LLC | 27,448 | $7.48M | 0.40% | −496−1.8% | Reduced |
| Cohen Klingenstein LLC | 27,300 | $7.44M | 0.25% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 27,087 | $7.39M | 0.83% | −1,710−5.9% | Reduced |
| Argent Trust Co | 27,003 | $7.36M | 0.28% | +2,818+11.7% | Added |
| Selkirk Management LLC | 27,000 | $7.36M | 2.18% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 26,948 | $7.35M | 0.30% | +26,948 | New |
| Blue Zone Wealth Advisors, LLC | 26,668 | $7.27M | 1.82% | +1,920+7.8% | Added |
| First National Trust Co | 26,655 | $7.27M | 0.27% | −350−1.3% | Reduced |
| Marietta Wealth Management, LLC | 26,520 | $7.23M | 0.94% | +974+3.8% | Added |
| Trifecta Capital Advisors, LLC | 26,506 | $7.23M | 1.20% | +2,024+8.3% | Added |
| Wedbush Securities Inc | 26,234 | $7.15M | 0.25% | −4,103−13.5% | Reduced |
| St Germain D J Co Inc | 26,195 | $7.14M | 0.31% | +4,149+18.8% | Added |
| Evelyn Partners Investment Management LLP | 26,122 | $7.12M | 0.22% | +1,146+4.6% | Added |
| Evercore Wealth Management, LLC | 25,982 | $7.09M | 0.11% | −75−0.3% | Reduced |
| SG Americas Securities, LLC | 25,889 | $7.06M | 0.03% | −633,367−96.1% | Reduced |
| Integrated Wealth Concepts LLC | 25,876 | $7.06M | 0.07% | +2,941+12.8% | Added |
| Asio Capital, LLC | 25,805 | $7.04M | 1.17% | +789+3.2% | Added |
| Kadensa Capital Ltd | 25,769 | $7.03M | 1.12% | −69,335−72.9% | Reduced |
| Davenport & Co LLC | 25,539 | $6.96M | 0.04% | +6,740+35.9% | Added |
| Kornitzer Capital Management Inc | 25,483 | $6.95M | 0.14% | +4,045+18.9% | Added |
| Quest Investment Management LLC | 25,428 | $6.93M | 0.76% | −21,228−45.5% | Reduced |
| Wahed Invest LLC | 25,382 | $6.92M | 1.05% | +1,408+5.9% | Added |
| E Fund Management Co., Ltd. | 25,340 | $6.91M | 0.33% | −4,641−15.5% | Reduced |
| Vision Capital Management, Inc. | 25,292 | $6.90M | 0.91% | +1,090+4.5% | Added |
| Siemens Fonds Invest GmbH | 25,271 | $6.89M | 0.40% | +1,997+8.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 25,141 | $6.86M | 0.47% | −1,743−6.5% | Reduced |
| Diversify Wealth Management, LLC | 29,524 | $6.84M | 0.42% | +3,045+11.5% | Added |