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: 15 institutions have reported holding CRM so far. See Q3 2026
- Institutional holders
- 2,493
- −162 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
- 183
- 826 more added
- Sold out
- 345
- 1,296 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 |
|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 38,180 | $5.98M | 0.03% | +2,379+6.6% | Added |
| Dnca Finance | 38,200 | $5.98M | 0.29% | −20,800−35.3% | Reduced |
| WCG Wealth Advisors LLC | 38,421 | $6.02M | 0.14% | +7,959+26.1% | Added |
| ABN AMRO Bank N.V. | 38,335 | $6.03M | 0.08% | −326−0.8% | Reduced |
| Groupama Asset Managment | 38,422 | $6.05M | 0.08% | +550+1.5% | Added |
| Advisory Resource Group | 38,692 | $6.06M | 0.91% | +3,132+8.8% | Added |
| 71 West Capital Partners | 38,828 | $6.08M | 0.21% | +1,410+3.8% | Added |
| Squarepoint Ops LLC | 38,904 | $6.09M | 0.01% | +13,996+56.2% | Added |
| Allworth Financial LP | 39,089 | $6.12M | 0.03% | −12,593−24.4% | Reduced |
| S-Bank Fund Management Ltd | 39,299 | $6.16M | 0.84% | −13,830−26.0% | Reduced |
| Intech Investment Management LLC | 39,446 | $6.18M | 0.06% | −10,017−20.3% | Reduced |
| Private Advisor Group, LLC | 39,473 | $6.18M | 0.03% | −9,616−19.6% | Reduced |
| Allstate Corp | 39,512 | $6.19M | 0.06% | −62,675−61.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 39,506 | $6.19M | 0.02% | −31,397−44.3% | Reduced |
| Marietta Wealth Management, LLC | 39,772 | $6.23M | 0.64% | +4,699+13.4% | Added |
| MMBG Investment Advisors Co. | 39,720 | $6.24M | 0.49% | −21,661−35.3% | Reduced |
| EFG International AG | 40,021 | $6.27M | 0.11% | +9,546+31.3% | Added |
| Coldstream Capital Management Inc | 40,061 | $6.28M | 0.08% | −33,884−45.8% | Reduced |
| Mandatum Life Insurance Co Ltd | 40,230 | $6.30M | 1.17% | +24,142+150.1% | Added |
| Fortis Capital Management LLC | 40,293 | $6.31M | 0.71% | +9,618+31.4% | Added |
| Ironwood Investment Counsel, LLC | 40,315 | $6.32M | 0.83% | +17,588+77.4% | Added |
| D.A. Davidson & Co. | 40,980 | $6.42M | 0.04% | +1,892+4.8% | Added |
| LGT Fund Management Co Ltd. | 41,140 | $6.44M | 0.27% | −4,505−9.9% | Reduced |
| Baker Avenue Asset Management, LP | 41,230 | $6.46M | 0.12% | −1,192−2.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 41,395 | $6.48M | 0.71% | −11,100−21.1% | Reduced |
| Huntington National Bank | 41,395 | $6.48M | 0.03% | −24,372−37.1% | Reduced |
| Louisiana State Employees Retirement System | 41,800 | $6.55M | 0.10% | −6,000−12.6% | Reduced |
| Poehling Capital Management, LLC | 42,243 | $6.62M | 1.42% | +10,698+33.9% | Added |
| Alphadyne Asset Management LP | 42,302 | $6.63M | 0.30% | −31,132−42.4% | Reduced |
| River Road Asset Management, LLC | 43,008 | $6.74M | 0.07% | −3,224−7.0% | Reduced |
| Aptus Capital Advisors, LLC | 43,060 | $6.75M | 0.05% | −5,874−12.0% | Reduced |
| Maryland State Retirement & Pension System | 43,061 | $6.75M | 0.12% | −2,905−6.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 43,398 | $6.79M | 0.03% | +4,618+11.9% | Added |
| Knightsbridge Asset Management, LLC | 43,406 | $6.80M | 0.89% | −1,070−2.4% | Reduced |
| Caisse des Depots Et Consignations | 43,872 | $6.87M | 0.12% | +569+1.3% | Added |
| Campbell & CO Investment Adviser LLC | 44,668 | $7.00M | 0.37% | +44,668 | New |
| Stamos Capital Partners, L.P. | 44,715 | $7.01M | 1.07% | +8,912+24.9% | Added |
| Boston Common Asset Management, LLC | 44,954 | $7.04M | 0.42% | −29,022−39.2% | Reduced |
| Jacobs & Co | 45,212 | $7.08M | 0.61% | +1,302+3.0% | Added |
| Hartford Investment Management Co | 45,277 | $7.09M | 0.20% | −8,116−15.2% | Reduced |
| New Age Alpha Advisors, LLC | 45,505 | $7.13M | 0.30% | +16,071+54.6% | Added |
| Vestcor Inc | 45,787 | $7.17M | 0.18% | +19,660+75.2% | Added |
| LaFleur & Godfrey LLC | 45,803 | $7.18M | 0.85% | +45,803 | New |
| Leonteq Securities AG | 46,146 | $7.23M | 0.43% | +46,146 | New |
| Lombard Odier Asset Management (Europe) Ltd | 46,269 | $7.25M | 0.31% | +5,310+13.0% | Added |
| Bokf, NA | 46,295 | $7.25M | 0.10% | −1,227−2.6% | Reduced |
| Jennison Associates LLC | 46,459 | $7.28M | 0.00% | +3,017+6.9% | Added |
| MAI Capital Management | 46,493 | $7.29M | 0.03% | +5,895+14.5% | Added |
| New Mexico Educational Retirement Board | 46,686 | $7.31M | 0.18% | +2,600+5.9% | Added |
| Motco | 46,791 | $7.33M | 0.63% | +2,344+5.3% | Added |
| Westchester Capital Management, Inc. | 47,024 | $7.37M | 1.33% | +820+1.8% | Added |
| Twin Tree Management, LP | 47,195 | $7.39M | 1.15% | +47,195 | New |
| Montaka Global Pty Ltd | 47,215 | $7.40M | 4.16% | +9,126+24.0% | Added |
| Pallas Capital Advisors LLC | 47,547 | $7.45M | 0.23% | +3,847+8.8% | Added |
| Mountain Hill Investment Partners Corp. | 47,578 | $7.45M | 4.22% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 48,274 | $7.56M | 0.20% | −119,518−71.2% | Reduced |
| Atria Investments LLC | 48,464 | $7.59M | 0.08% | −6,433−11.7% | Reduced |
| Oak Associates, Ltd | 48,893 | $7.66M | 0.43% | −391−0.8% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 49,300 | $7.72M | 0.53% | −32,200−39.5% | Reduced |
| Krane Funds Advisors LLC | 49,379 | $7.74M | 0.27% | +33,895+218.9% | Added |
| Summit Trail Advisors, LLC | 49,518 | $7.76M | 0.10% | +692+1.4% | Added |
| Two Sigma Investments, LP | 49,919 | $7.82M | 0.01% | +45,014+917.7% | Added |
| TCG Advisory Services, LLC | 50,268 | $7.87M | 0.14% | +1,916+4.0% | Added |
| Bragg Financial Advisors, Inc | 50,563 | $7.92M | 0.21% | −1,092−2.1% | Reduced |
| Jasper Ridge Partners, L.P. | 50,574 | $7.92M | 0.17% | −1,320−2.5% | Reduced |
| Prospera Financial Services Inc | 50,677 | $7.94M | 0.12% | +6,412+14.5% | Added |
| Arkadios Wealth Advisors | 50,708 | $7.94M | 0.12% | +569+1.1% | Added |
| Parallel Advisors, LLC | 50,944 | $7.98M | 0.12% | −9,203−15.3% | Reduced |
| Altrinsic Global Advisors LLC | 51,002 | $7.99M | 0.29% | −4,677−8.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 51,144 | $8.01M | 0.01% | −7,709−13.1% | Reduced |
| Nemes Rush Group LLC | 51,333 | $8.04M | 0.66% | +1,515+3.0% | Added |
| Riverview Capital Advisers, LLC | 51,438 | $8.06M | 2.31% | +9,371+22.3% | Added |
| Jump Financial, LLC | 51,464 | $8.06M | 0.07% | +51,464 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 51,497 | $8.07M | 0.08% | −77,344−60.0% | Reduced |
| Lockheed Martin Investment Management Co | 51,600 | $8.08M | 0.32% | −7,600−12.8% | Reduced |
| Veritas Asset Management LLP | 51,741 | $8.11M | 0.15% | −2,202,145−97.7% | Reduced |
| CX Institutional | 51,782 | $8.11M | 0.23% | −2,361−4.4% | Reduced |
| Paragon Capital Management Ltd | 52,139 | $8.17M | 1.55% | 00.0% | Unchanged |
| Horizon Investments, LLC | 52,455 | $8.22M | 0.09% | −28,452−35.2% | Reduced |
| Equitable Trust Co | 53,296 | $8.35M | 0.35% | +37,416+235.6% | Added |
| Employees Retirement System of Texas | 53,570 | $8.39M | 0.07% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 53,634 | $8.40M | 0.04% | +50,984+1,923.9% | Added |
| Equitable Holdings, Inc. | 53,688 | $8.41M | 0.05% | −3,132−5.5% | Reduced |
| Louisbourg Investments Inc. | 68,166 | $8.44M | 1.56% | +14,029+25.9% | Added |
| Positano Wealth Management Ltd | 54,462 | $8.53M | 4.62% | +12,316+29.2% | Added |
| Norinchukin Bank, The | 55,047 | $8.62M | 0.08% | −9,833−15.2% | Reduced |
| Univest Financial Corp | 55,576 | $8.71M | 0.43% | −3,100−5.3% | Reduced |
| Saudi Central Bank | 55,832 | $8.75M | 0.11% | +21,246+61.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 55,997 | $8.77M | 0.64% | +1,528+2.8% | Added |
| RPG Investment Advisory, LLC | 56,031 | $8.78M | 0.90% | +650+1.2% | Added |
| Diversify Wealth Management, LLC | 51,047 | $8.86M | 0.15% | +5,947+13.2% | Added |
| Diversify Advisory Services, LLC | 51,047 | $8.86M | 0.15% | +51,047 | New |
| Parthenon LLC | 56,805 | $8.90M | 0.93% | +450+0.8% | Added |
| Stonebridge Capital Advisors LLC | 56,923 | $8.92M | 0.57% | −760−1.3% | Reduced |
| Kentucky Retirement Systems | 57,562 | $9.02M | 0.22% | +11,760+25.7% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 57,845 | $9.06M | 0.34% | −1,584−2.7% | Reduced |
| 1248 Management, LLC | 58,471 | $9.17M | 3.59% | +31,067+113.4% | Added |
| Jain Global LLC | 58,715 | $9.20M | 0.11% | +10,538+21.9% | Added |
| Marco Investment Management LLC | 58,912 | $9.23M | 0.61% | +2,186+3.9% | Added |
| Dakota Wealth Management | 58,961 | $9.24M | 0.18% | +49,295+510.0% | Added |