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 |
|---|---|---|---|---|---|
| Middleton & Co Inc | 58,980 | $9.24M | 0.98% | −1,236−2.1% | Reduced |
| Erste Asset Management GmbH | 58,710 | $9.34M | 0.07% | +7,484+14.6% | Added |
| Mill Capital Management, LLC | 59,846 | $9.38M | 0.63% | −97−0.2% | Reduced |
| Farther Finance Advisors, LLC | 60,562 | $9.49M | 0.07% | +17,084+39.3% | Added |
| GW Henssler & Associates Ltd | 61,088 | $9.57M | 0.43% | −10,958−15.2% | Reduced |
| Boston Family Office LLC | 61,293 | $9.60M | 0.58% | −22,946−27.2% | Reduced |
| Sendero Wealth Management, LLC | 61,334 | $9.61M | 0.96% | +8,027+15.1% | Added |
| Strategic Wealth Designers | 61,392 | $9.62M | 1.17% | −1,114−1.8% | Reduced |
| Gulf International Bank (UK) Ltd | 61,561 | $9.64M | 0.19% | −10,893−15.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 62,543 | $9.80M | 0.05% | +24,214+63.2% | Added |
| Commerce Bank | 63,062 | $9.88M | 0.04% | −2,951−4.5% | Reduced |
| Roffman Miller Associates Inc | 63,241 | $9.91M | 0.52% | −7,913−11.1% | Reduced |
| Cresset Asset Management, LLC | 63,693 | $10.0M | 0.04% | +8,935+16.3% | Added |
| Shelton Capital Management | 63,998 | $10.0M | 0.19% | −745−1.2% | Reduced |
| Mizuho Securities USA LLC | 64,044 | $10.0M | 0.16% | +7,398+13.1% | Added |
| Bulltick Wealth Management, LLC | 64,393 | $10.1M | 2.06% | +1,416+2.2% | Added |
| Avanza Fonder AB | 64,963 | $10.2M | 0.22% | +4,295+7.1% | Added |
| HM Payson & Co | 65,336 | $10.2M | 0.14% | −36,705−36.0% | Reduced |
| Adams Diversified Equity Fund, Inc. | 65,700 | $10.3M | 0.31% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 66,761 | $10.5M | 0.12% | −3,250−4.6% | Reduced |
| Foyston, Gordon, & Payne Inc | 66,250 | $10.5M | 2.24% | +15,118+29.6% | Added |
| Reynders McVeigh Capital Management, LLC | 67,163 | $10.5M | 0.47% | −2,701−3.9% | Reduced |
| Hantz Financial Services, Inc. | 67,405 | $10.6M | 0.14% | +19,976+42.1% | Added |
| Benjamin Edwards Inc | 67,700 | $10.6M | 0.10% | −25,147−27.1% | Reduced |
| Investment Management Corp of Ontario | 67,811 | $10.6M | 0.13% | −26,288−27.9% | Reduced |
| Brinker Capital Investments, LLC | 68,031 | $10.7M | 0.08% | −6,970−9.3% | Reduced |
| Osborne Partners Capital Management, LLC | 68,157 | $10.7M | 0.59% | −7,614−10.0% | Reduced |
| Weiss Asset Management LP | 68,422 | $10.7M | 0.12% | +67,162+5,330.3% | Added |
| Washington Trust Co | 68,471 | $10.7M | 0.33% | −2,865−4.0% | Reduced |
| Martingale Asset Management L P | 68,690 | $10.8M | 0.25% | −17,085−19.9% | Reduced |
| Apollon Wealth Management, LLC | 69,353 | $10.9M | 0.13% | +20,280+41.3% | Added |
| Metis Global Partners, LLC | 69,622 | $10.9M | 0.25% | +3,148+4.7% | Added |
| CastleKnight Management LP | 69,900 | $11.0M | 0.40% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 69,713 | $11.0M | 0.19% | +9,738+16.2% | Added |
| Boothbay Fund Management, LLC | 69,937 | $11.0M | 0.21% | +5,528+8.6% | Added |
| Balyasny Asset Management LLC | 70,046 | $11.0M | 0.02% | +41,086+141.9% | Added |
| Capital International Ltd | 70,413 | $11.0M | 0.36% | −3,565−4.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 70,539 | $11.1M | 0.11% | +93+0.1% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 71,000 | $11.1M | 2.92% | +19,000+36.5% | Added |
| EULAV Asset Management | 71,018 | $11.1M | 0.36% | −9,002−11.2% | Reduced |
| Discovery Capital Management, LLC | 71,900 | $11.3M | 0.47% | +22,400+45.3% | Added |
| North Star Asset Management Inc | 72,375 | $11.3M | 0.45% | +821+1.1% | Added |
| Grimes & Company, Inc. | 72,567 | $11.4M | 0.25% | −2,295−3.1% | Reduced |
| RiverFront Investment Group, LLC | 73,422 | $11.5M | 0.15% | +70,250+2,214.7% | Added |
| BNP Paribas | 74,124 | $11.6M | 0.32% | +12,214+19.7% | Added |
| Jacobs Levy Equity Management, Inc | 74,181 | $11.6M | 0.04% | −115,342−60.9% | Reduced |
| Allianz SE | 74,223 | $11.6M | 0.12% | +1,292+1.8% | Added |
| 1832 Asset Management L.P. | 74,801 | $11.7M | 0.01% | −17,650−19.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 74,875 | $11.7M | 0.58% | +74,875 | New |
| NorthCrest Asset Manangement, LLC | 72,717 | $11.8M | 0.30% | +2,298+3.3% | Added |
| Silvercrest Asset Management Group LLC | 75,746 | $11.9M | 0.08% | −213−0.3% | Reduced |
| Madison Asset Management, LLC | 76,505 | $12.0M | 0.14% | −16,072−17.4% | Reduced |
| Gibraltar Capital Management, Inc. | 76,795 | $12.0M | 1.86% | +1,735+2.3% | Added |
| First National Bank of Omaha | 76,617 | $12.1M | 0.34% | −3,130−3.9% | Reduced |
| Baader Bank INC | 77,744 | $12.2M | 0.99% | +3,156+4.2% | Added |
| Trust Co of Vermont | 78,520 | $12.3M | 0.46% | +78,520 | New |
| Ci Investments Inc. | 78,594 | $12.3M | 0.04% | −263,949−77.1% | Reduced |
| Old National Bancorp | 78,731 | $12.3M | 0.25% | −8,548−9.8% | Reduced |
| Pathstone Holdings, LLC | 78,660 | $12.4M | 0.04% | −21,403−21.4% | Reduced |
| United Capital Financial Advisers, LLC | 79,316 | $12.4M | 0.07% | −50,010−38.7% | Reduced |
| Greenwood Gearhart Inc | 79,532 | $12.5M | 0.58% | +1,910+2.5% | Added |
| Abn Amro Investment Solutions | 79,590 | $12.5M | 0.11% | −154,436−66.0% | Reduced |
| Davidson Investment Advisors | 79,958 | $12.5M | 0.51% | −6,925−8.0% | Reduced |
| Axxion S.A. | 80,133 | $12.6M | 0.90% | +80,133 | New |
| State of Alaska, Department of Revenue | 80,154 | $12.6M | 0.12% | −11,763−12.8% | Reduced |
| BLB&B Advisors, LLC | 80,810 | $12.7M | 0.46% | +11,110+15.9% | Added |
| iA Global Asset Management Inc. | 81,062 | $12.7M | 0.15% | +43,287+114.6% | Added |
| Prana Capital Management, LP | 81,189 | $12.7M | 0.39% | +81,189 | New |
| Pensionmark Financial Group, LLC | 68,352 | $12.7M | 0.21% | −433−0.6% | Reduced |
| Kessler Investment Group, LLC | 81,446 | $12.8M | 5.45% | +33,061+68.3% | Added |
| Artisan Partners Limited Partnership | 81,964 | $12.8M | 0.02% | −713,575−89.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 82,675 | $13.0M | 0.48% | +54,246+190.8% | Added |
| XTX Topco Ltd | 82,796 | $13.0M | 0.17% | +76,080+1,132.8% | Added |
| Sava Infond d.o.o. | 82,900 | $13.0M | 0.92% | +26,405+46.7% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 83,515 | $13.1M | 0.21% | +4,264+5.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 83,575 | $13.1M | 0.02% | +36,493+77.5% | Added |
| Generali Asset Management SPA SGR | 84,016 | $13.2M | 0.24% | −5,349−6.0% | Reduced |
| Nomura Holdings Inc | 84,109 | $13.2M | 0.06% | +58,604+229.8% | Added |
| Yousif Capital Management, LLC | 84,397 | $13.2M | 0.15% | −15,805−15.8% | Reduced |
| F&V Capital Management, LLC | 84,843 | $13.3M | 2.45% | +84,843 | New |
| Elo Mutual Pension Insurance Co | 84,996 | $13.3M | 0.17% | −7,522−8.1% | Reduced |
| Quinn Opportunity Partners LLC | 85,000 | $13.3M | 0.62% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 85,099 | $13.3M | 0.77% | −196,578−69.8% | Reduced |
| Ossiam | 85,118 | $13.3M | 0.18% | +69,312+438.5% | Added |
| Aquatic Capital Management LLC | 85,141 | $13.3M | 0.46% | +70,060+464.6% | Added |
| Chesley Taft & Associates LLC | 85,183 | $13.3M | 0.52% | +41,847+96.6% | Added |
| Epoch Investment Partners, Inc. | 85,457 | $13.4M | 0.08% | +5,924+7.4% | Added |
| Savant Capital, LLC | 72,361 | $13.4M | 0.04% | +53,185+277.4% | Added |
| Crestwood Advisors Group LLC | 86,290 | $13.5M | 0.20% | −44,391−34.0% | Reduced |
| Sanctuary Advisors, LLC | 88,075 | $13.8M | 0.06% | −12,462−12.4% | Reduced |
| Oppenheimer Asset Management Inc. | 89,022 | $13.9M | 0.14% | −2,439−2.7% | Reduced |
| Brookstone Capital Management | 89,962 | $14.1M | 0.14% | −12,446−12.2% | Reduced |
| GWM Advisors LLC | 90,082 | $14.1M | 0.04% | +5,584+6.6% | Added |
| Ancora Advisors, LLC | 90,219 | $14.1M | 0.27% | +2,195+2.5% | Added |
| Becker Capital Management Inc | 90,180 | $14.2M | 0.38% | +441+0.5% | Added |
| Wealthfront Advisers LLC | 90,625 | $14.2M | 0.03% | −23,019−20.3% | Reduced |
| Motley Fool Asset Management LLC | 91,732 | $14.4M | 0.55% | −17,389−15.9% | Reduced |
| Westerly Capital Management, LLC | 92,000 | $14.4M | 2.66% | +92,000 | New |
| Freestone Capital Holdings, LLC | 92,043 | $14.4M | 0.38% | +10,791+13.3% | Added |
| Trajan Wealth LLC | 92,844 | $14.5M | 0.55% | +28,347+44.0% | Added |