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
- 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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 89,962 | $14.1M | 0.14% | −12,446−12.2% | Reduced |
| Oppenheimer Asset Management Inc. | 89,022 | $13.9M | 0.14% | −2,439−2.7% | Reduced |
| Sanctuary Advisors, LLC | 88,075 | $13.8M | 0.06% | −12,462−12.4% | Reduced |
| Crestwood Advisors Group LLC | 86,290 | $13.5M | 0.20% | −44,391−34.0% | Reduced |
| Savant Capital, LLC | 72,361 | $13.4M | 0.04% | +53,185+277.4% | Added |
| Epoch Investment Partners, Inc. | 85,457 | $13.4M | 0.08% | +5,924+7.4% | Added |
| Chesley Taft & Associates LLC | 85,183 | $13.3M | 0.52% | +41,847+96.6% | Added |
| Aquatic Capital Management LLC | 85,141 | $13.3M | 0.46% | +70,060+464.6% | Added |
| Ossiam | 85,118 | $13.3M | 0.18% | +69,312+438.5% | Added |
| Catalytic Wealth RIA, LLC | 85,099 | $13.3M | 0.77% | −196,578−69.8% | Reduced |
| Quinn Opportunity Partners LLC | 85,000 | $13.3M | 0.62% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 84,996 | $13.3M | 0.17% | −7,522−8.1% | Reduced |
| F&V Capital Management, LLC | 84,843 | $13.3M | 2.45% | +84,843 | New |
| Yousif Capital Management, LLC | 84,397 | $13.2M | 0.15% | −15,805−15.8% | Reduced |
| Nomura Holdings Inc | 84,109 | $13.2M | 0.06% | +58,604+229.8% | Added |
| Generali Asset Management SPA SGR | 84,016 | $13.2M | 0.24% | −5,349−6.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 83,575 | $13.1M | 0.02% | +36,493+77.5% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 83,515 | $13.1M | 0.21% | +4,264+5.4% | Added |
| Sava Infond d.o.o. | 82,900 | $13.0M | 0.92% | +26,405+46.7% | Added |
| XTX Topco Ltd | 82,796 | $13.0M | 0.17% | +76,080+1,132.8% | Added |
| Parallax Volatility Advisers, L.P. | 82,675 | $13.0M | 0.48% | +54,246+190.8% | Added |
| Artisan Partners Limited Partnership | 81,964 | $12.8M | 0.02% | −713,575−89.7% | Reduced |
| Kessler Investment Group, LLC | 81,446 | $12.8M | 5.45% | +33,061+68.3% | Added |
| Pensionmark Financial Group, LLC | 68,352 | $12.7M | 0.21% | −433−0.6% | Reduced |
| Prana Capital Management, LP | 81,189 | $12.7M | 0.39% | +81,189 | New |
| iA Global Asset Management Inc. | 81,062 | $12.7M | 0.15% | +43,287+114.6% | Added |
| BLB&B Advisors, LLC | 80,810 | $12.7M | 0.46% | +11,110+15.9% | Added |
| State of Alaska, Department of Revenue | 80,154 | $12.6M | 0.12% | −11,763−12.8% | Reduced |
| Axxion S.A. | 80,133 | $12.6M | 0.90% | +80,133 | New |
| Davidson Investment Advisors | 79,958 | $12.5M | 0.51% | −6,925−8.0% | Reduced |
| Abn Amro Investment Solutions | 79,590 | $12.5M | 0.11% | −154,436−66.0% | Reduced |
| Greenwood Gearhart Inc | 79,532 | $12.5M | 0.58% | +1,910+2.5% | Added |
| United Capital Financial Advisers, LLC | 79,316 | $12.4M | 0.07% | −50,010−38.7% | Reduced |
| Pathstone Holdings, LLC | 78,660 | $12.4M | 0.04% | −21,403−21.4% | Reduced |
| Old National Bancorp | 78,731 | $12.3M | 0.25% | −8,548−9.8% | Reduced |
| Ci Investments Inc. | 78,594 | $12.3M | 0.04% | −263,949−77.1% | Reduced |
| Trust Co of Vermont | 78,520 | $12.3M | 0.46% | +78,520 | New |
| Baader Bank INC | 77,744 | $12.2M | 0.99% | +3,156+4.2% | Added |
| First National Bank of Omaha | 76,617 | $12.1M | 0.34% | −3,130−3.9% | Reduced |
| Gibraltar Capital Management, Inc. | 76,795 | $12.0M | 1.86% | +1,735+2.3% | Added |
| Madison Asset Management, LLC | 76,505 | $12.0M | 0.14% | −16,072−17.4% | Reduced |
| Silvercrest Asset Management Group LLC | 75,746 | $11.9M | 0.08% | −213−0.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 72,717 | $11.8M | 0.30% | +2,298+3.3% | Added |
| Punch & Associates Investment Management, Inc. | 74,875 | $11.7M | 0.58% | +74,875 | New |
| 1832 Asset Management L.P. | 74,801 | $11.7M | 0.01% | −17,650−19.1% | Reduced |
| Allianz SE | 74,223 | $11.6M | 0.12% | +1,292+1.8% | Added |
| Jacobs Levy Equity Management, Inc | 74,181 | $11.6M | 0.04% | −115,342−60.9% | Reduced |
| BNP Paribas | 74,124 | $11.6M | 0.32% | +12,214+19.7% | Added |
| RiverFront Investment Group, LLC | 73,422 | $11.5M | 0.15% | +70,250+2,214.7% | Added |
| Grimes & Company, Inc. | 72,567 | $11.4M | 0.25% | −2,295−3.1% | Reduced |
| North Star Asset Management Inc | 72,375 | $11.3M | 0.45% | +821+1.1% | Added |
| Discovery Capital Management, LLC | 71,900 | $11.3M | 0.47% | +22,400+45.3% | Added |
| EULAV Asset Management | 71,018 | $11.1M | 0.36% | −9,002−11.2% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 71,000 | $11.1M | 2.92% | +19,000+36.5% | Added |
| Cullen/Frost Bankers, Inc. | 70,539 | $11.1M | 0.11% | +93+0.1% | Added |
| Capital International Ltd | 70,413 | $11.0M | 0.36% | −3,565−4.8% | Reduced |
| Balyasny Asset Management LLC | 70,046 | $11.0M | 0.02% | +41,086+141.9% | Added |
| Boothbay Fund Management, LLC | 69,937 | $11.0M | 0.21% | +5,528+8.6% | Added |
| Evergreen Capital Management LLC | 69,713 | $11.0M | 0.19% | +9,738+16.2% | Added |
| CastleKnight Management LP | 69,900 | $11.0M | 0.40% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 69,622 | $10.9M | 0.25% | +3,148+4.7% | Added |
| Apollon Wealth Management, LLC | 69,353 | $10.9M | 0.13% | +20,280+41.3% | Added |
| Martingale Asset Management L P | 68,690 | $10.8M | 0.25% | −17,085−19.9% | Reduced |
| Washington Trust Co | 68,471 | $10.7M | 0.33% | −2,865−4.0% | Reduced |
| Weiss Asset Management LP | 68,422 | $10.7M | 0.12% | +67,162+5,330.3% | Added |
| Osborne Partners Capital Management, LLC | 68,157 | $10.7M | 0.59% | −7,614−10.0% | Reduced |
| Brinker Capital Investments, LLC | 68,031 | $10.7M | 0.08% | −6,970−9.3% | Reduced |
| Investment Management Corp of Ontario | 67,811 | $10.6M | 0.13% | −26,288−27.9% | Reduced |
| Benjamin Edwards Inc | 67,700 | $10.6M | 0.10% | −25,147−27.1% | Reduced |
| Hantz Financial Services, Inc. | 67,405 | $10.6M | 0.14% | +19,976+42.1% | Added |
| Reynders McVeigh Capital Management, LLC | 67,163 | $10.5M | 0.47% | −2,701−3.9% | Reduced |
| Foyston, Gordon, & Payne Inc | 66,250 | $10.5M | 2.24% | +15,118+29.6% | Added |
| Kestra Private Wealth Services, LLC | 66,761 | $10.5M | 0.12% | −3,250−4.6% | Reduced |
| Adams Diversified Equity Fund, Inc. | 65,700 | $10.3M | 0.31% | 00.0% | Unchanged |
| HM Payson & Co | 65,336 | $10.2M | 0.14% | −36,705−36.0% | Reduced |
| Avanza Fonder AB | 64,963 | $10.2M | 0.22% | +4,295+7.1% | Added |
| Bulltick Wealth Management, LLC | 64,393 | $10.1M | 2.06% | +1,416+2.2% | Added |
| Mizuho Securities USA LLC | 64,044 | $10.0M | 0.16% | +7,398+13.1% | Added |
| Shelton Capital Management | 63,998 | $10.0M | 0.19% | −745−1.2% | Reduced |
| Cresset Asset Management, LLC | 63,693 | $10.0M | 0.04% | +8,935+16.3% | Added |
| Roffman Miller Associates Inc | 63,241 | $9.91M | 0.52% | −7,913−11.1% | Reduced |
| Commerce Bank | 63,062 | $9.88M | 0.04% | −2,951−4.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 62,543 | $9.80M | 0.05% | +24,214+63.2% | Added |
| Gulf International Bank (UK) Ltd | 61,561 | $9.64M | 0.19% | −10,893−15.0% | Reduced |
| Strategic Wealth Designers | 61,392 | $9.62M | 1.17% | −1,114−1.8% | Reduced |
| Sendero Wealth Management, LLC | 61,334 | $9.61M | 0.96% | +8,027+15.1% | Added |
| Boston Family Office LLC | 61,293 | $9.60M | 0.58% | −22,946−27.2% | Reduced |
| GW Henssler & Associates Ltd | 61,088 | $9.57M | 0.43% | −10,958−15.2% | Reduced |
| Farther Finance Advisors, LLC | 60,562 | $9.49M | 0.07% | +17,084+39.3% | Added |
| Mill Capital Management, LLC | 59,846 | $9.38M | 0.63% | −97−0.2% | Reduced |
| Erste Asset Management GmbH | 58,710 | $9.34M | 0.07% | +7,484+14.6% | Added |
| Middleton & Co Inc | 58,980 | $9.24M | 0.98% | −1,236−2.1% | Reduced |
| Dakota Wealth Management | 58,961 | $9.24M | 0.18% | +49,295+510.0% | Added |
| Marco Investment Management LLC | 58,912 | $9.23M | 0.61% | +2,186+3.9% | Added |
| Jain Global LLC | 58,715 | $9.20M | 0.11% | +10,538+21.9% | Added |
| 1248 Management, LLC | 58,471 | $9.17M | 3.59% | +31,067+113.4% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 57,845 | $9.06M | 0.34% | −1,584−2.7% | Reduced |
| Kentucky Retirement Systems | 57,562 | $9.02M | 0.22% | +11,760+25.7% | Added |
| Stonebridge Capital Advisors LLC | 56,923 | $8.92M | 0.57% | −760−1.3% | Reduced |
| Parthenon LLC | 56,805 | $8.90M | 0.93% | +450+0.8% | Added |