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 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 27,481 | $4.30M | 0.08% | −28,997−51.3% | Reduced |
| Platform Wealth Management, LLC | 27,484 | $4.31M | 1.58% | +27,484 | New |
| Pinnacle Associates Ltd | 27,534 | $4.31M | 0.05% | −11,124−28.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 27,549 | $4.32M | 0.52% | −2,368−7.9% | Reduced |
| We Are One Seven, LLC | 27,689 | $4.34M | 0.07% | −5,056−15.4% | Reduced |
| Sterling Capital Management LLC | 27,698 | $4.34M | 0.07% | +13,890+100.6% | Added |
| Wesbanco Bank Inc | 27,806 | $4.36M | 0.11% | −7,491−21.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 27,887 | $4.37M | 1.45% | +7,037+33.8% | Added |
| Busey Wealth Management | 27,964 | $4.38M | 0.11% | +829+3.1% | Added |
| Beaumont Financial Advisors, LLC | 28,078 | $4.40M | 0.28% | −3,972−12.4% | Reduced |
| Virtu Financial LLC | 28,439 | $4.46M | 0.14% | +28,439 | New |
| Ruffer LLP | 28,582 | $4.47M | 0.16% | +6,684+30.5% | Added |
| WoodTrust Financial Corp | 28,629 | $4.49M | 0.53% | −3,803−11.7% | Reduced |
| FourThought Financial Partners, LLC | 28,778 | $4.51M | 0.35% | +1,364+5.0% | Added |
| Integrated Wealth Concepts LLC | 28,899 | $4.53M | 0.03% | −9,830−25.4% | Reduced |
| Hudson Capital Management LLC | 28,911 | $4.53M | 1.10% | +2,543+9.6% | Added |
| Moran Wealth Management, LLC | 29,093 | $4.56M | 0.12% | +1,305+4.7% | Added |
| CMT Capital Markets Trading GmbH | 29,245 | $4.58M | 2.40% | −13,138−31.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 29,278 | $4.59M | 0.09% | +3,993+15.8% | Added |
| Intact Investment Management Inc. | 29,400 | $4.61M | 0.13% | −2,000−6.4% | Reduced |
| LMR Partners LLP | 29,605 | $4.64M | 0.03% | +6,312+27.1% | Added |
| McGinn Investment Management, Inc. | 29,749 | $4.66M | 2.83% | +29,749 | New |
| CMH Wealth Management LLC | 29,857 | $4.69M | 0.72% | −1,055−3.4% | Reduced |
| Caxton Associates LLP | 30,011 | $4.70M | 0.09% | +28,527+1,922.3% | Added |
| Merit Financial Group, LLC | 30,521 | $4.78M | 0.03% | −56,057−64.7% | Reduced |
| Morningstar Investment Management LLC | 25,679 | $4.79M | 0.30% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 30,598 | $4.79M | 0.05% | +2,686+9.6% | Added |
| Deane Retirement Strategies, Inc. | 30,620 | $4.80M | 2.03% | +4,545+17.4% | Added |
| MASTERINVEST Kapitalanlage GmbH | 30,866 | $4.84M | 0.42% | −3,464−10.1% | Reduced |
| Wolverine Asset Management LLC | 30,905 | $4.84M | 0.06% | −14,835−32.4% | Reduced |
| First Nebraska Trust Co | 31,008 | $4.86M | 0.39% | +1,477+5.0% | Added |
| Bessemer Group Inc | 31,057 | $4.87M | 0.01% | −6,103−16.4% | Reduced |
| Argent Trust Co | 31,120 | $4.88M | 0.14% | −2,103−6.3% | Reduced |
| J. Safra Sarasin Holding AG | 33,487 | $4.89M | 0.07% | +26,313+366.8% | Added |
| Callan Family Office, LLC | 31,272 | $4.90M | 0.10% | +3,212+11.4% | Added |
| Bleakley Financial Group, LLC | 31,532 | $4.94M | 0.06% | −9,269−22.7% | Reduced |
| Guinness Atkinson Asset Management Inc | 31,825 | $4.99M | 2.24% | −679−2.1% | Reduced |
| Brighton Jones LLC | 31,864 | $4.99M | 0.09% | −6,265−16.4% | Reduced |
| Bank of Nova Scotia Trust Co | 31,865 | $4.99M | 0.41% | −3,126−8.9% | Reduced |
| Occidental Asset Management, LLC | 31,961 | $5.01M | 0.50% | +2,878+9.9% | Added |
| Kinneret Advisory, LLC | 31,892 | $5.01M | 0.41% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 32,019 | $5.02M | 0.05% | −176,395−84.6% | Reduced |
| Quilter Plc | 32,084 | $5.03M | 0.08% | −6,064−15.9% | Reduced |
| TAM Capital Management Inc. | 32,110 | $5.03M | 2.13% | −187,235−85.4% | Reduced |
| Summit Financial, LLC | 32,105 | $5.04M | 0.06% | −1,005−3.0% | Reduced |
| Venture Visionary Partners LLC | 32,204 | $5.05M | 0.14% | −1,340−4.0% | Reduced |
| Convergence Investment Partners, LLC | 32,218 | $5.05M | 0.48% | +31,122+2,839.6% | Added |
| Niles Investment Management, LLC | 32,475 | $5.09M | 4.12% | +32,475 | New |
| Ally Financial Inc. | 32,500 | $5.09M | 0.66% | 00.0% | Unchanged |
| Canoe Financial LP | 32,500 | $5.09M | 0.06% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 32,047 | $5.11M | 0.16% | +3,558+12.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 32,765 | $5.13M | 0.12% | −6,725−17.0% | Reduced |
| Vise Technologies, Inc. | 32,800 | $5.14M | 0.06% | +1,670+5.4% | Added |
| Tokio Marine Asset Management Co Ltd | 32,996 | $5.17M | 0.16% | −33,270−50.2% | Reduced |
| Hamilton Point Investment Advisors, LLC | 33,016 | $5.19M | 0.73% | −455−1.4% | Reduced |
| Advisory Services Network, LLC | 33,166 | $5.20M | 0.06% | −3,202−8.8% | Reduced |
| Empirical Finance, LLC | 33,277 | $5.21M | 0.22% | +1,037+3.2% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 33,557 | $5.26M | 0.11% | −7,885−19.0% | Reduced |
| Meridian Management Co | 33,706 | $5.28M | 1.19% | +10,278+43.9% | Added |
| HB Wealth Management, LLC | 33,897 | $5.31M | 0.03% | −3,462−9.3% | Reduced |
| Timber Creek Capital Management LLC | 33,928 | $5.32M | 1.08% | +760+2.3% | Added |
| Profund Advisors LLC | 34,230 | $5.36M | 0.15% | +4,217+14.1% | Added |
| McRae Capital Management Inc | 34,425 | $5.39M | 1.06% | −29,017−45.7% | Reduced |
| Albion Financial Group | 34,515 | $5.41M | 0.31% | +4,601+15.4% | Added |
| Catherine Avery Investment Management LLC | 34,593 | $5.42M | 2.37% | +34,593 | New |
| IFP Advisors, Inc | 34,622 | $5.42M | 0.10% | +3,084+9.8% | Added |
| Laird Norton Trust Company, LLC | 34,617 | $5.44M | 0.10% | −8,203−19.2% | Reduced |
| Maxi Investments CY Ltd | 35,000 | $5.48M | 1.11% | +2,290+7.0% | Added |
| Snowden Capital Advisors LLC | 34,969 | $5.49M | 0.13% | +1,109+3.3% | Added |
| AG2R la Mondiale Gestion D'Actifs | 35,142 | $5.51M | 0.20% | −2,898−7.6% | Reduced |
| Harbor Capital Advisors, Inc. | 35,402 | $5.55M | 0.38% | −42−0.1% | Reduced |
| Oppenheimer & Co Inc | 35,405 | $5.55M | 0.06% | −14,587−29.2% | Reduced |
| Regions Financial Corp | 35,484 | $5.56M | 0.03% | −13,479−27.5% | Reduced |
| Thompson Investment Management, Inc. | 35,631 | $5.58M | 0.64% | +5,107+16.7% | Added |
| Banque Cantonale Vaudoise | 35,705 | $5.59M | 0.22% | −17,375−32.7% | Reduced |
| Philadelphia Trust Co | 35,768 | $5.60M | 0.36% | +6,211+21.0% | Added |
| SRS Capital Advisors, Inc. | 35,784 | $5.61M | 0.04% | +25,993+265.5% | Added |
| Thrivent Financial for Lutherans | 35,822 | $5.61M | 0.01% | −53,785−60.0% | Reduced |
| PKO BP BANKOWY Universal Pension Society JSC | 36,000 | $5.64M | 1.61% | +6,000+20.0% | Added |
| Ardsley Advisory Partners LP | 36,000 | $5.64M | 0.61% | +36,000 | New |
| Sompo Asset Management Co., Ltd. | 36,155 | $5.66M | 0.93% | +4,832+15.4% | Added |
| Flputnam Investment Management Co | 36,217 | $5.67M | 0.07% | +21,491+145.9% | Added |
| Massmutual Trust Co FSB | 36,222 | $5.67M | 0.15% | −1,268−3.4% | Reduced |
| Perigon Wealth Management, LLC | 36,566 | $5.73M | 0.09% | −1,238−3.3% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 36,743 | $5.76M | 0.52% | 00.0% | Unchanged |
| Stephens Inc | 36,225 | $5.77M | 0.06% | −15,322−29.7% | Reduced |
| RNC Capital Management LLC | 36,896 | $5.78M | 0.24% | +19,725+114.9% | Added |
| Peak Asset Management, LLC | 36,928 | $5.79M | 0.85% | +4,636+14.4% | Added |
| Easterly Investment Partners LLC | 37,025 | $5.80M | 0.30% | −2,109−5.4% | Reduced |
| Daymark Wealth Partners, LLC | 37,033 | $5.80M | 0.14% | +1,033+2.9% | Added |
| Principal Securities, Inc. | 37,173 | $5.82M | 0.07% | −2,734−6.9% | Reduced |
| Federated Hermes, Inc. | 37,180 | $5.82M | 0.01% | −798,614−95.6% | Reduced |
| Clean Yield Group | 37,243 | $5.83M | 1.45% | +6,451+21.0% | Added |
| Level Four Advisory Services, LLC | 37,313 | $5.85M | 0.17% | −3,567−8.7% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 37,572 | $5.89M | 1.41% | −2,483−6.2% | Reduced |
| Tocqueville Asset Management L.P. | 37,643 | $5.90M | 0.08% | −2,181−5.5% | Reduced |
| Capital Group Private Client Services, Inc. | 37,760 | $5.92M | 0.08% | −10,512−21.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 37,977 | $5.95M | 1.04% | −565−1.5% | Reduced |
| Advisors Asset Management, Inc. | 38,083 | $5.97M | 0.09% | −657−1.7% | Reduced |
| Wealthspire Advisors, LLC | 38,180 | $5.98M | 0.03% | +2,379+6.6% | Added |