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 2026
Institutional positions in Salesforce, Inc. as of Jun 30, 2026. 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
Q3 2026 data is still coming in: 8 institutions have reported holding CRM so far. See Q3 2026
- Institutional holders
- 2,492
- −164 vs. Q1 2026
- Shares held
- 700.3M
- −37.3M (−5.1%) vs. Q1 2026
- Total value
- $109.5B
- −$28.3B (−20.6%) vs. Q1 2026
- New holders
- 181
- 826 more added
- Sold out
- 345
- 1,297 more reduced
40 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Signaturefd, LLC | 20,230 | $3.17M | 0.04% | −1,051−4.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 20,294 | $3.18M | 0.04% | −871−4.1% | Reduced |
| Legacy Trust | 20,528 | $3.22M | 0.57% | −2,127−9.4% | Reduced |
| Sherman Porfolios, LLC | 17,292 | $3.23M | 0.25% | −385−2.2% | Reduced |
| Pinkerton Retirement Specialists, LLC | 17,391 | $3.25M | 0.28% | +17,391 | New |
| Ceera Investments, LLC | 20,779 | $3.26M | 1.38% | −794−3.7% | Reduced |
| Charter Trust Co | 20,821 | $3.26M | 0.18% | +441+2.2% | Added |
| RD Finance Ltd | 20,845 | $3.27M | 3.22% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 20,796 | $3.27M | 0.06% | +7,091+51.7% | Added |
| Selective Wealth Management, Inc. | 19,237 | $3.29M | 0.86% | −397−2.0% | Reduced |
| SP Asset Management LLC | 20,993 | $3.29M | 0.26% | −2,279−9.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $3.29M | 0.76% | +21,000 | New |
| Y.D. More Investments Ltd | 21,039 | $3.30M | 0.10% | +16,706+385.6% | Added |
| Aster Capital Management (DIFC) Ltd | 21,140 | $3.31M | 0.70% | +20,695+4,650.6% | Added |
| Walleye Capital LLC | 21,196 | $3.32M | 0.02% | −94,638−81.7% | Reduced |
| McMillan Office, Inc. | 21,238 | $3.32M | 0.38% | −218−1.0% | Reduced |
| Marathon Wealth Advisors LLC | 21,267 | $3.33M | 1.14% | +260+1.2% | Added |
| Laurion Capital Management LP | 21,513 | $3.37M | 0.24% | +19,113+796.4% | Added |
| Modera Wealth Management, LLC | 21,567 | $3.38M | 0.04% | −1,852−7.9% | Reduced |
| Dynamic Advisor Solutions LLC | 21,591 | $3.38M | 0.10% | +2,197+11.3% | Added |
| Linden Thomas Advisory Services, LLC | 21,703 | $3.40M | 0.27% | +1,462+7.2% | Added |
| Graphene Investments SAS | 21,800 | $3.42M | 1.99% | +5,300+32.1% | Added |
| Independent Advisor Alliance | 21,886 | $3.43M | 0.08% | −971−4.2% | Reduced |
| Inspire Trust Co, N.A. | 22,000 | $3.45M | 0.47% | +4,979+29.3% | Added |
| E Fund Management Co., Ltd. | 22,243 | $3.48M | 0.08% | −3,500−13.6% | Reduced |
| Infusive Asset Management Inc. | 22,307 | $3.49M | 1.59% | +22,307 | New |
| GeoWealth Management, LLC | 22,374 | $3.51M | 0.11% | −3,540−13.7% | Reduced |
| Glenview Trust Co | 22,379 | $3.51M | 0.05% | −6,577−22.7% | Reduced |
| Marion Wealth Management | 22,482 | $3.52M | 0.72% | +3,882+20.9% | Added |
| Encore Global Management, LP | 22,500 | $3.52M | 3.46% | +880+4.1% | Added |
| Group One Trading, L.P. | 22,547 | $3.53M | 0.10% | +22,547 | New |
| St. Louis Financial Planners Asset Management, LLC | 21,429 | $3.56M | 1.90% | +7,652+55.5% | Added |
| Vestmark Advisory Solutions, Inc. | 22,853 | $3.58M | 0.03% | +89+0.4% | Added |
| Legato Capital Management LLC | 23,000 | $3.60M | 0.30% | +23,000 | New |
| Alps Advisors Inc | 23,043 | $3.61M | 0.02% | +2,260+10.9% | Added |
| Independent Financial Group, LLC | 23,146 | $3.63M | 0.07% | +2,142+10.2% | Added |
| Bryn Mawr Trust Co | 23,267 | $3.65M | 0.08% | −2,572−10.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 23,390 | $3.66M | 1.00% | +6,035+34.8% | Added |
| V-Square Quantitative Management LLC | 23,400 | $3.67M | 0.35% | −854−3.5% | Reduced |
| Resonant Capital Advisors, LLC | 23,373 | $3.67M | 0.18% | +10,194+77.4% | Added |
| North Dakota State Investment Board | 23,436 | $3.67M | 0.15% | −3,618−13.4% | Reduced |
| Cohen Capital Management, Inc. | 23,445 | $3.67M | 0.50% | −1,530−6.1% | Reduced |
| Geneos Wealth Management Inc. | 23,606 | $3.70M | 0.08% | +4,648+24.5% | Added |
| German American Bancorp, Inc. | 23,623 | $3.70M | 0.28% | +16,168+216.9% | Added |
| MidFirst Bank | 23,657 | $3.71M | 0.26% | −916−3.7% | Reduced |
| Securian Asset Management, Inc | 21,738 | $3.71M | 0.13% | −3,681−14.5% | Reduced |
| Park Avenue Securities LLC | 23,727 | $3.72M | 0.02% | −3,590−13.1% | Reduced |
| Lee Danner & Bass Inc | 23,855 | $3.74M | 0.22% | −310−1.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 23,887 | $3.74M | 0.22% | −684−2.8% | Reduced |
| Whittier Trust Co | 22,616 | $3.75M | 0.04% | −2,864−11.2% | Reduced |
| Quadrant Private Wealth Management, LLC | 23,886 | $3.75M | 0.84% | −954−3.8% | Reduced |
| RSM US Wealth Management LLC | 24,083 | $3.78M | 0.04% | −1,994−7.6% | Reduced |
| Kingsview Wealth Management, LLC | 24,179 | $3.79M | 0.05% | −36,102−59.9% | Reduced |
| Van Strum & Towne Inc. | 24,270 | $3.80M | 1.04% | −120−0.5% | Reduced |
| Shufro Rose & Co LLC | 24,290 | $3.81M | 0.22% | −22,331−47.9% | Reduced |
| Sender Co & Partners, Inc. | 24,313 | $3.81M | 1.60% | +24,313 | New |
| Spinnaker Trust | 24,406 | $3.82M | 0.19% | −447−1.8% | Reduced |
| First Interstate Bank | 24,417 | $3.83M | 0.20% | +138+0.6% | Added |
| Global X Japan Co., Ltd. | 24,473 | $3.83M | 0.14% | +3,884+18.9% | Added |
| MUFG Securities Americas Inc. | 24,639 | $3.86M | 0.20% | −1,288−5.0% | Reduced |
| Evercore Wealth Management, LLC | 24,691 | $3.87M | 0.05% | −120.0% | Reduced |
| St Germain D J Co Inc | 24,844 | $3.89M | 0.14% | −924−3.6% | Reduced |
| Marks Group Wealth Management, Inc | 24,904 | $3.90M | 0.34% | −24,376−49.5% | Reduced |
| Pioneer Trust Bank N A | 24,949 | $3.91M | 0.89% | +305+1.2% | Added |
| Panoramic Capital, LLC | 25,000 | $3.92M | 1.69% | +25,000 | New |
| Kamunting Street Capital Management, L.P. | 25,000 | $3.92M | 2.19% | +15,000+150.0% | Added |
| Allen Investment Management LLC | 25,052 | $3.92M | 0.05% | −1,601−6.0% | Reduced |
| Quattro Financial Advisors LLC | 25,111 | $3.93M | 0.84% | −4,977−16.5% | Reduced |
| Everest Financial Group LLC | 25,120 | $3.94M | 0.53% | −9,412−27.3% | Reduced |
| Third View Private Wealth, LLC | 25,260 | $3.96M | 0.49% | −1,392−5.2% | Reduced |
| RBA Wealth Management, LLC | 25,330 | $3.97M | 1.46% | −1,271−4.8% | Reduced |
| Worm Capital, LLC | 25,356 | $3.97M | 2.97% | 00.0% | Unchanged |
| SFMG, LLC | 25,409 | $3.98M | 0.24% | −1,631−6.0% | Reduced |
| Jericho Financial, LLP | 25,444 | $3.99M | 2.07% | +2,501+10.9% | Added |
| Revisor Wealth Management LLC | 25,492 | $3.99M | 0.96% | −139−0.5% | Reduced |
| Edgestream Partners, L.P. | 25,691 | $4.02M | 0.12% | +23,897+1,332.1% | Added |
| Siemens Fonds Invest GmbH | 25,697 | $4.03M | 0.20% | −1,443−5.3% | Reduced |
| Torrey Growth & Income Advisors | 26,214 | $4.07M | 1.38% | +1,774+7.3% | Added |
| Red Door Wealth Management, LLC | 25,986 | $4.07M | 0.37% | +727+2.9% | Added |
| Conning Inc. | 25,994 | $4.07M | 0.12% | +1,786+7.4% | Added |
| William Blair Investment Management, LLC | 26,046 | $4.08M | 0.01% | −2,940−10.1% | Reduced |
| Simplex Trading, LLC | 26,181 | $4.10M | 0.11% | +26,181 | New |
| Northwestern Mutual Investment Management Company, LLC | 26,228 | $4.11M | 0.05% | −3,754−12.5% | Reduced |
| Dana Investment Advisors, Inc. | 26,484 | $4.15M | 0.11% | +19,927+303.9% | Added |
| J. L. Bainbridge & Co., Inc. | 26,489 | $4.15M | 0.33% | −1,860−6.6% | Reduced |
| Winton Group Ltd | 26,644 | $4.17M | 0.14% | +17,470+190.4% | Added |
| Clear Harbor Asset Management, LLC | 26,654 | $4.18M | 0.26% | +6,758+34.0% | Added |
| Harvey Capital Management Inc | 26,657 | $4.18M | 0.86% | −13,552−33.7% | Reduced |
| Sand Hill Global Advisors, LLC | 26,752 | $4.19M | 0.13% | −335−1.2% | Reduced |
| Verition Fund Management LLC | 26,862 | $4.21M | 0.03% | −44,272−62.2% | Reduced |
| Plimoth Trust Co LLC | 26,902 | $4.21M | 0.84% | +946+3.6% | Added |
| Keybank National Association | 27,014 | $4.23M | 0.01% | −2,947−9.8% | Reduced |
| Cohen Klingenstein LLC | 27,020 | $4.23M | 0.12% | 00.0% | Unchanged |
| Chicago Capital, LLC | 27,039 | $4.24M | 0.10% | −4,315−13.8% | Reduced |
| Brown Brothers Harriman & Co | 27,151 | $4.25M | 0.02% | −6,844−20.1% | Reduced |
| Vision Capital Management, Inc. | 27,247 | $4.27M | 0.49% | −748−2.7% | Reduced |
| Exane Asset Management | 23,841 | $4.27M | 1.54% | +23,841 | New |
| Meridian Wealth Management, LLC | 27,336 | $4.28M | 0.13% | −440−1.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 27,432 | $4.30M | 0.14% | −15,312−35.8% | Reduced |
| Fiduciary Trust Co | 27,444 | $4.30M | 0.05% | −6,808−19.9% | Reduced |