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; 2,491 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
- Institutional holders
- 2,491
- −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
- 1,296 more reduced
41 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 | 2,491 | $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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 151,609 | $23.8M | 0.07% | −15,908−9.5% | Reduced |
| Capital International Sarl | 151,892 | $23.8M | 0.34% | −17,596−10.4% | Reduced |
| Public Sector Pension Investment Board | 149,498 | $23.4M | 0.06% | −165,983−52.6% | Reduced |
| Varma Mutual Pension Insurance Co | 149,428 | $23.4M | 0.12% | +1,400+0.9% | Added |
| Guggenheim Capital LLC | 149,254 | $23.4M | 0.15% | +20,954+16.3% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 145,800 | $22.8M | 3.62% | +30,000+25.9% | Added |
| GDS Wealth Management | 145,671 | $22.8M | 1.09% | +8,982+6.6% | Added |
| Amalgamated Bank | 143,557 | $22.5M | 0.16% | −27,267−16.0% | Reduced |
| Leith Wheeler Investment Counsel Ltd. | 142,615 | $22.3M | 1.70% | +309+0.2% | Added |
| Cantor Fitzgerald, L. P. | 142,216 | $22.3M | 0.43% | +90,951+177.4% | Added |
| Compagnie Lombard Odier SCmA | 140,644 | $22.0M | 0.24% | +36,000+34.4% | Added |
| Assetmark, Inc | 138,919 | $21.8M | 0.04% | −2,239−1.6% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 138,850 | $21.8M | 0.49% | −43,758−24.0% | Reduced |
| Achmea Investment Management B.V. | 138,125 | $21.6M | 0.54% | −16,591−10.7% | Reduced |
| M&T Bank Corp | 137,025 | $21.5M | 0.06% | −8,529−5.9% | Reduced |
| Fairview Capital Investment Management, LLC | 136,233 | $21.3M | 1.13% | −34,138−20.0% | Reduced |
| Brown Advisory Inc | 135,828 | $21.3M | 0.03% | −9,158−6.3% | Reduced |
| Warren Averett Asset Management, LLC | 134,727 | $21.1M | 0.12% | −5,932−4.2% | Reduced |
| Mercer Global Advisors Inc | 134,104 | $21.0M | 0.03% | −3,890−2.8% | Reduced |
| Fisher Funds Management LTD | 133,904 | $21.0M | 0.60% | −609−0.5% | Reduced |
| Rakuten Investment Management, Inc. | 132,625 | $20.9M | 0.06% | −6,551−4.7% | Reduced |
| EP Wealth Advisors, LLC | 133,602 | $20.9M | 0.08% | +17,309+14.9% | Added |
| Banco Santander, S.A. | 132,997 | $20.8M | 0.13% | +24,343+22.4% | Added |
| AIA Group Ltd | 131,808 | $20.6M | 0.26% | −11,576−8.1% | Reduced |
| QRG Capital Management, Inc. | 130,194 | $20.4M | 0.17% | −13,152−9.2% | Reduced |
| Community Trust & Investment Co | 129,253 | $20.2M | 1.05% | +12,985+11.2% | Added |
| Macquarie Group Ltd | 128,927 | $20.2M | 0.09% | −52,128−28.8% | Reduced |
| Los Angeles Capital Management LLC | 128,753 | $20.2M | 0.07% | +64,276+99.7% | Added |
| Hallmark Capital Management Inc | 128,065 | $20.1M | 1.16% | +53,361+71.4% | Added |
| Howard Capital Management Group, LLC | 128,016 | $20.1M | 1.23% | +231+0.2% | Added |
| Crossmark Global Holdings, Inc. | 127,505 | $20.0M | 0.26% | +34,130+36.6% | Added |
| Ilmarinen Mutual Pension Insurance Co | 127,068 | $19.9M | 0.13% | −34,023−21.1% | Reduced |
| Thomasville National Bank | 126,832 | $19.9M | 1.09% | +126,832 | New |
| Catalyst Funds Management Pty Ltd | 126,233 | $19.8M | 1.11% | +114,550+980.5% | Added |
| Mediolanum International Funds Ltd | 124,141 | $19.6M | 0.17% | +26,950+27.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 124,724 | $19.5M | 0.82% | +124,724 | New |
| Illinois Municipal Retirement Fund | 122,889 | $19.3M | 0.22% | +52,376+74.3% | Added |
| New York Life Investment Management LLC | 122,204 | $19.1M | 0.13% | −16,745−12.1% | Reduced |
| Jupiter Topco LLC | 121,461 | $19.0M | 0.01% | +121,461 | New |
| Concurrent Investment Advisors, LLC | 146,754 | $18.9M | 0.16% | +79,437+118.0% | Added |
| Utah Retirement Systems | 120,686 | $18.9M | 0.18% | −27,555−18.6% | Reduced |
| Dundas Partners LLP | 119,681 | $18.7M | 1.36% | +14,335+13.6% | Added |
| British Columbia Investment Management Corp | 119,581 | $18.7M | 0.12% | −58,032−32.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 118,678 | $18.6M | 0.14% | −21,688−15.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 118,148 | $18.5M | 0.09% | −38,673−24.7% | Reduced |
| Prudential PLC | 117,787 | $18.5M | 0.13% | +20,948+21.6% | Added |
| Hollencrest Capital Management | 117,470 | $18.4M | 1.21% | −10,453−8.2% | Reduced |
| Meridiem Capital Partners LP | 117,295 | $18.4M | 0.84% | −54,977−31.9% | Reduced |
| Foundations Investment Advisors, LLC | 116,388 | $18.2M | 0.19% | +4,401+3.9% | Added |
| TCTC Holdings, LLC | 115,788 | $18.1M | 0.48% | −7,806−6.3% | Reduced |
| Kempen Capital Management N.V. | 115,443 | $18.1M | 0.14% | +21,800+23.3% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 113,633 | $17.8M | 0.25% | −2,102−1.8% | Reduced |
| Kestra Advisory Services, LLC | 113,470 | $17.8M | 0.06% | −5,132−4.3% | Reduced |
| Clifford Capital Partners LLC | 113,078 | $17.7M | 2.44% | +113,078 | New |
| Renaissance Group LLC | 110,925 | $17.4M | 0.71% | −22,558−16.9% | Reduced |
| JustInvest LLC | 110,653 | $17.3M | 0.14% | −13,019−10.5% | Reduced |
| Ethic Inc. | 109,633 | $17.2M | 0.21% | −7,743−6.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 102,149 | $17.1M | 0.90% | +17,772+21.1% | Added |
| Capstone Investment Advisors, LLC | 108,524 | $17.0M | 0.12% | +91,375+532.8% | Added |
| Nissay Asset Management Corp | 107,323 | $16.8M | 0.07% | −12,190−10.2% | Reduced |
| ASR Vermogensbeheer N.V. | 106,380 | $16.7M | 0.17% | −32,777−23.6% | Reduced |
| Brevan Howard Capital Management LP | 106,039 | $16.6M | 0.23% | +101,060+2,029.7% | Added |
| Dash Acquisitions Inc. | 85,813 | $16.6M | 3.36% | −3,669−4.1% | Reduced |
| Glenmede Trust Co NA | 105,844 | $16.6M | 0.07% | −104,873−49.8% | Reduced |
| Omers Administration Corp | 103,464 | $16.2M | 0.10% | −1,706−1.6% | Reduced |
| Van Eck Associates Corp | 103,414 | $16.2M | 0.01% | −607,651−85.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 102,773 | $16.1M | 0.28% | −3,547−3.3% | Reduced |
| Clearstead Advisors, LLC | 102,787 | $16.1M | 0.15% | +9,255+9.9% | Added |
| Greenleaf Trust | 102,678 | $16.1M | 0.15% | −505−0.5% | Reduced |
| Beacon Pointe Advisors, LLC | 102,138 | $16.0M | 0.07% | −5,666−5.3% | Reduced |
| Barlow Wealth Partners, Inc. | 95,913 | $16.0M | 1.73% | +29,293+44.0% | Added |
| Canada Post Corp Registered Pension Plan | 101,639 | $15.9M | 0.56% | −5,870−5.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 101,305 | $15.9M | 0.14% | −30,722−23.3% | Reduced |
| Riverbridge Partners LLC | 101,205 | $15.9M | 0.44% | −64,054−38.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 100,967 | $15.8M | 0.25% | +1,082+1.1% | Added |
| Oregon Public Employees Retirement Fund | 100,627 | $15.8M | 0.17% | −6,661−6.2% | Reduced |
| Farmers & Merchants Investments Inc | 100,581 | $15.8M | 0.38% | +19,528+24.1% | Added |
| Maytus Capital Management, LLC | 100,000 | $15.7M | 2.46% | +54,164+118.2% | Added |
| Rule One Partners, LLC | 99,001 | $15.6M | 16.83% | +12,001+13.8% | Added |
| TD Waterhouse Canada Inc. | 95,374 | $15.6M | 0.04% | −9,585−9.1% | Reduced |
| OP Asset Management Ltd | 98,639 | $15.5M | 0.16% | −22,735−18.7% | Reduced |
| Talbot Financial, LLC | 98,543 | $15.4M | 1.14% | +1,078+1.1% | Added |
| One Capital Management, LLC | 82,679 | $15.4M | 0.43% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 98,504 | $15.4M | 0.15% | −9,107−8.5% | Reduced |
| Crawford Investment Counsel Inc | 98,464 | $15.4M | 0.26% | +5,143+5.5% | Added |
| Fideuram Asset Management (Ireland) dac | 87,879 | $15.4M | 0.30% | +83,294+1,816.7% | Added |
| Pinnacle Financial Partners, Inc. | 98,258 | $15.4M | 0.10% | −2,333−2.3% | Reduced |
| Public Employees Retirement Association of Colorado | 97,854 | $15.3M | 0.05% | −229,397−70.1% | Reduced |
| Banque Transatlantique SA | 65,743 | $15.2M | 0.33% | +36,023+121.2% | Added |
| Heron Bay Capital Management | 97,010 | $15.2M | 1.38% | −8,379−8.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 163,367 | $14.9M | 0.03% | −27,414−14.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 93,543 | $14.7M | 0.36% | −21,141−18.4% | Reduced |
| Trajan Wealth LLC | 92,844 | $14.5M | 0.55% | +28,347+44.0% | Added |
| Freestone Capital Holdings, LLC | 92,043 | $14.4M | 0.38% | +10,791+13.3% | Added |
| Westerly Capital Management, LLC | 92,000 | $14.4M | 2.66% | +92,000 | New |
| Motley Fool Asset Management LLC | 91,732 | $14.4M | 0.55% | −17,389−15.9% | Reduced |
| Wealthfront Advisers LLC | 90,625 | $14.2M | 0.03% | −23,019−20.3% | Reduced |
| Becker Capital Management Inc | 90,180 | $14.2M | 0.38% | +441+0.5% | Added |
| Ancora Advisors, LLC | 90,219 | $14.1M | 0.27% | +2,195+2.5% | Added |
| GWM Advisors LLC | 90,082 | $14.1M | 0.04% | +5,584+6.6% | Added |