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 |
|---|---|---|---|---|---|
| Sanibel Captiva Trust Company, Inc. | 93,543 | $14.7M | 0.36% | −21,141−18.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 163,367 | $14.9M | 0.03% | −27,414−14.4% | Reduced |
| Heron Bay Capital Management | 97,010 | $15.2M | 1.38% | −8,379−8.0% | Reduced |
| Banque Transatlantique SA | 65,743 | $15.2M | 0.33% | +36,023+121.2% | Added |
| Public Employees Retirement Association of Colorado | 97,854 | $15.3M | 0.05% | −229,397−70.1% | Reduced |
| Pinnacle Financial Partners, Inc. | 98,258 | $15.4M | 0.10% | −2,333−2.3% | Reduced |
| Fideuram Asset Management (Ireland) dac | 87,879 | $15.4M | 0.30% | +83,294+1,816.7% | Added |
| Crawford Investment Counsel Inc | 98,464 | $15.4M | 0.26% | +5,143+5.5% | Added |
| Mutual of America Capital Management LLC | 98,504 | $15.4M | 0.15% | −9,107−8.5% | Reduced |
| One Capital Management, LLC | 82,679 | $15.4M | 0.43% | 00.0% | Unchanged |
| Talbot Financial, LLC | 98,543 | $15.4M | 1.14% | +1,078+1.1% | Added |
| OP Asset Management Ltd | 98,639 | $15.5M | 0.16% | −22,735−18.7% | Reduced |
| TD Waterhouse Canada Inc. | 95,374 | $15.6M | 0.04% | −9,585−9.1% | Reduced |
| Rule One Partners, LLC | 99,001 | $15.6M | 16.83% | +12,001+13.8% | Added |
| Maytus Capital Management, LLC | 100,000 | $15.7M | 2.46% | +54,164+118.2% | Added |
| Farmers & Merchants Investments Inc | 100,581 | $15.8M | 0.38% | +19,528+24.1% | Added |
| Oregon Public Employees Retirement Fund | 100,627 | $15.8M | 0.17% | −6,661−6.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 100,967 | $15.8M | 0.25% | +1,082+1.1% | Added |
| Riverbridge Partners LLC | 101,205 | $15.9M | 0.44% | −64,054−38.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 101,305 | $15.9M | 0.14% | −30,722−23.3% | Reduced |
| Canada Post Corp Registered Pension Plan | 101,639 | $15.9M | 0.56% | −5,870−5.5% | Reduced |
| Barlow Wealth Partners, Inc. | 95,913 | $16.0M | 1.73% | +29,293+44.0% | Added |
| Beacon Pointe Advisors, LLC | 102,138 | $16.0M | 0.07% | −5,666−5.3% | Reduced |
| Greenleaf Trust | 102,678 | $16.1M | 0.15% | −505−0.5% | Reduced |
| Clearstead Advisors, LLC | 102,787 | $16.1M | 0.15% | +9,255+9.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 102,773 | $16.1M | 0.28% | −3,547−3.3% | Reduced |
| Van Eck Associates Corp | 103,414 | $16.2M | 0.01% | −607,651−85.5% | Reduced |
| Omers Administration Corp | 103,464 | $16.2M | 0.10% | −1,706−1.6% | Reduced |
| Glenmede Trust Co NA | 105,844 | $16.6M | 0.07% | −104,873−49.8% | Reduced |
| Dash Acquisitions Inc. | 85,813 | $16.6M | 3.36% | −3,669−4.1% | Reduced |
| Brevan Howard Capital Management LP | 106,039 | $16.6M | 0.23% | +101,060+2,029.7% | Added |
| ASR Vermogensbeheer N.V. | 106,380 | $16.7M | 0.17% | −32,777−23.6% | Reduced |
| Nissay Asset Management Corp | 107,323 | $16.8M | 0.07% | −12,190−10.2% | Reduced |
| Capstone Investment Advisors, LLC | 108,524 | $17.0M | 0.12% | +91,375+532.8% | Added |
| Foster Victor Wealth Advisors, LLC | 102,149 | $17.1M | 0.90% | +17,772+21.1% | Added |
| Ethic Inc. | 109,633 | $17.2M | 0.21% | −7,743−6.6% | Reduced |
| JustInvest LLC | 110,653 | $17.3M | 0.14% | −13,019−10.5% | Reduced |
| Renaissance Group LLC | 110,925 | $17.4M | 0.71% | −22,558−16.9% | Reduced |
| Clifford Capital Partners LLC | 113,078 | $17.7M | 2.44% | +113,078 | New |
| Kestra Advisory Services, LLC | 113,470 | $17.8M | 0.06% | −5,132−4.3% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 113,633 | $17.8M | 0.25% | −2,102−1.8% | Reduced |
| Kempen Capital Management N.V. | 115,443 | $18.1M | 0.14% | +21,800+23.3% | Added |
| TCTC Holdings, LLC | 115,788 | $18.1M | 0.48% | −7,806−6.3% | Reduced |
| Foundations Investment Advisors, LLC | 116,388 | $18.2M | 0.19% | +4,401+3.9% | Added |
| Meridiem Capital Partners LP | 117,295 | $18.4M | 0.84% | −54,977−31.9% | Reduced |
| Hollencrest Capital Management | 117,470 | $18.4M | 1.21% | −10,453−8.2% | Reduced |
| Prudential PLC | 117,787 | $18.5M | 0.13% | +20,948+21.6% | Added |
| O'Shaughnessy Asset Management, LLC | 118,148 | $18.5M | 0.09% | −38,673−24.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 118,678 | $18.6M | 0.14% | −21,688−15.5% | Reduced |
| British Columbia Investment Management Corp | 119,581 | $18.7M | 0.12% | −58,032−32.7% | Reduced |
| Dundas Partners LLP | 119,681 | $18.7M | 1.36% | +14,335+13.6% | Added |
| Utah Retirement Systems | 120,686 | $18.9M | 0.18% | −27,555−18.6% | Reduced |
| Concurrent Investment Advisors, LLC | 146,754 | $18.9M | 0.16% | +79,437+118.0% | Added |
| Jupiter Topco LLC | 121,461 | $19.0M | 0.01% | +121,461 | New |
| New York Life Investment Management LLC | 122,204 | $19.1M | 0.13% | −16,745−12.1% | Reduced |
| Illinois Municipal Retirement Fund | 122,889 | $19.3M | 0.22% | +52,376+74.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 124,724 | $19.5M | 0.82% | +124,724 | New |
| Mediolanum International Funds Ltd | 124,141 | $19.6M | 0.17% | +26,950+27.7% | Added |
| Catalyst Funds Management Pty Ltd | 126,233 | $19.8M | 1.11% | +114,550+980.5% | Added |
| Thomasville National Bank | 126,832 | $19.9M | 1.09% | +126,832 | New |
| Ilmarinen Mutual Pension Insurance Co | 127,068 | $19.9M | 0.13% | −34,023−21.1% | Reduced |
| Crossmark Global Holdings, Inc. | 127,505 | $20.0M | 0.26% | +34,130+36.6% | Added |
| Howard Capital Management Group, LLC | 128,016 | $20.1M | 1.23% | +231+0.2% | Added |
| Hallmark Capital Management Inc | 128,065 | $20.1M | 1.16% | +53,361+71.4% | Added |
| Los Angeles Capital Management LLC | 128,753 | $20.2M | 0.07% | +64,276+99.7% | Added |
| Macquarie Group Ltd | 128,927 | $20.2M | 0.09% | −52,128−28.8% | Reduced |
| Community Trust & Investment Co | 129,253 | $20.2M | 1.05% | +12,985+11.2% | Added |
| QRG Capital Management, Inc. | 130,194 | $20.4M | 0.17% | −13,152−9.2% | Reduced |
| AIA Group Ltd | 131,808 | $20.6M | 0.26% | −11,576−8.1% | Reduced |
| Banco Santander, S.A. | 132,997 | $20.8M | 0.13% | +24,343+22.4% | Added |
| EP Wealth Advisors, LLC | 133,602 | $20.9M | 0.08% | +17,309+14.9% | Added |
| Rakuten Investment Management, Inc. | 132,625 | $20.9M | 0.06% | −6,551−4.7% | Reduced |
| Fisher Funds Management LTD | 133,904 | $21.0M | 0.60% | −609−0.5% | Reduced |
| Mercer Global Advisors Inc | 134,104 | $21.0M | 0.03% | −3,890−2.8% | Reduced |
| Warren Averett Asset Management, LLC | 134,727 | $21.1M | 0.12% | −5,932−4.2% | Reduced |
| Brown Advisory Inc | 135,828 | $21.3M | 0.03% | −9,158−6.3% | Reduced |
| Fairview Capital Investment Management, LLC | 136,233 | $21.3M | 1.13% | −34,138−20.0% | Reduced |
| M&T Bank Corp | 137,025 | $21.5M | 0.06% | −8,529−5.9% | Reduced |
| Achmea Investment Management B.V. | 138,125 | $21.6M | 0.54% | −16,591−10.7% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 138,850 | $21.8M | 0.49% | −43,758−24.0% | Reduced |
| Assetmark, Inc | 138,919 | $21.8M | 0.04% | −2,239−1.6% | Reduced |
| Compagnie Lombard Odier SCmA | 140,644 | $22.0M | 0.24% | +36,000+34.4% | Added |
| Cantor Fitzgerald, L. P. | 142,216 | $22.3M | 0.43% | +90,951+177.4% | Added |
| Leith Wheeler Investment Counsel Ltd. | 142,615 | $22.3M | 1.70% | +309+0.2% | Added |
| Amalgamated Bank | 143,557 | $22.5M | 0.16% | −27,267−16.0% | Reduced |
| GDS Wealth Management | 145,671 | $22.8M | 1.09% | +8,982+6.6% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 145,800 | $22.8M | 3.62% | +30,000+25.9% | Added |
| Guggenheim Capital LLC | 149,254 | $23.4M | 0.15% | +20,954+16.3% | Added |
| Varma Mutual Pension Insurance Co | 149,428 | $23.4M | 0.12% | +1,400+0.9% | Added |
| Public Sector Pension Investment Board | 149,498 | $23.4M | 0.06% | −165,983−52.6% | Reduced |
| Capital International Sarl | 151,892 | $23.8M | 0.34% | −17,596−10.4% | Reduced |
| Nisa Investment Advisors, LLC | 151,609 | $23.8M | 0.07% | −15,908−9.5% | Reduced |
| NEOS Investment Management LLC | 153,886 | $24.1M | 0.09% | +16,660+12.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 153,922 | $24.1M | 0.05% | −21,489−12.3% | Reduced |
| CSM Advisors, LLC | 155,537 | $24.4M | 0.52% | +148,376+2,072.0% | Added |
| Penn Davis McFarland Inc | 157,021 | $24.6M | 2.19% | +1,755+1.1% | Added |
| Capitolis Liquid Global Markets LLC | 161,000 | $25.2M | 0.11% | −112,000−41.0% | Reduced |
| Xponance, Inc. | 163,120 | $25.6M | 0.16% | −31,303−16.1% | Reduced |
| Vulcan Value Partners, LLC | 164,013 | $25.7M | 0.78% | −32,790−16.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 166,418 | $26.1M | 0.21% | +58,742+54.6% | Added |