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 |
|---|---|---|---|---|---|
| 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 |
| RPG Investment Advisory, LLC | 56,031 | $8.78M | 0.90% | +650+1.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 55,997 | $8.77M | 0.64% | +1,528+2.8% | Added |
| Saudi Central Bank | 55,832 | $8.75M | 0.11% | +21,246+61.4% | Added |
| Univest Financial Corp | 55,576 | $8.71M | 0.43% | −3,100−5.3% | Reduced |
| Norinchukin Bank, The | 55,047 | $8.62M | 0.08% | −9,833−15.2% | Reduced |
| Positano Wealth Management Ltd | 54,462 | $8.53M | 4.62% | +12,316+29.2% | Added |
| Louisbourg Investments Inc. | 68,166 | $8.44M | 1.56% | +14,029+25.9% | Added |
| Equitable Holdings, Inc. | 53,688 | $8.41M | 0.05% | −3,132−5.5% | Reduced |
| Hudson Bay Capital Management LP | 53,634 | $8.40M | 0.04% | +50,984+1,923.9% | Added |
| Employees Retirement System of Texas | 53,570 | $8.39M | 0.07% | 00.0% | Unchanged |
| Equitable Trust Co | 53,296 | $8.35M | 0.35% | +37,416+235.6% | Added |
| Horizon Investments, LLC | 52,455 | $8.22M | 0.09% | −28,452−35.2% | Reduced |
| Paragon Capital Management Ltd | 52,139 | $8.17M | 1.55% | 00.0% | Unchanged |
| CX Institutional | 51,782 | $8.11M | 0.23% | −2,361−4.4% | Reduced |
| Veritas Asset Management LLP | 51,741 | $8.11M | 0.15% | −2,202,145−97.7% | Reduced |
| Lockheed Martin Investment Management Co | 51,600 | $8.08M | 0.32% | −7,600−12.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 51,497 | $8.07M | 0.08% | −77,344−60.0% | Reduced |
| Jump Financial, LLC | 51,464 | $8.06M | 0.07% | +51,464 | New |
| Riverview Capital Advisers, LLC | 51,438 | $8.06M | 2.31% | +9,371+22.3% | Added |
| Nemes Rush Group LLC | 51,333 | $8.04M | 0.66% | +1,515+3.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 51,144 | $8.01M | 0.01% | −7,709−13.1% | Reduced |
| Altrinsic Global Advisors LLC | 51,002 | $7.99M | 0.29% | −4,677−8.4% | Reduced |
| Parallel Advisors, LLC | 50,944 | $7.98M | 0.12% | −9,203−15.3% | Reduced |
| Arkadios Wealth Advisors | 50,708 | $7.94M | 0.12% | +569+1.1% | Added |
| Prospera Financial Services Inc | 50,677 | $7.94M | 0.12% | +6,412+14.5% | Added |
| Jasper Ridge Partners, L.P. | 50,574 | $7.92M | 0.17% | −1,320−2.5% | Reduced |
| Bragg Financial Advisors, Inc | 50,563 | $7.92M | 0.21% | −1,092−2.1% | Reduced |
| TCG Advisory Services, LLC | 50,268 | $7.87M | 0.14% | +1,916+4.0% | Added |
| Two Sigma Investments, LP | 49,919 | $7.82M | 0.01% | +45,014+917.7% | Added |
| Summit Trail Advisors, LLC | 49,518 | $7.76M | 0.10% | +692+1.4% | Added |
| Krane Funds Advisors LLC | 49,379 | $7.74M | 0.27% | +33,895+218.9% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 49,300 | $7.72M | 0.53% | −32,200−39.5% | Reduced |
| Oak Associates, Ltd | 48,893 | $7.66M | 0.43% | −391−0.8% | Reduced |
| Atria Investments LLC | 48,464 | $7.59M | 0.08% | −6,433−11.7% | Reduced |
| Graham Capital Management, L.P. | 48,274 | $7.56M | 0.20% | −119,518−71.2% | Reduced |
| Mountain Hill Investment Partners Corp. | 47,578 | $7.45M | 4.22% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 47,547 | $7.45M | 0.23% | +3,847+8.8% | Added |
| Montaka Global Pty Ltd | 47,215 | $7.40M | 4.16% | +9,126+24.0% | Added |
| Twin Tree Management, LP | 47,195 | $7.39M | 1.15% | +47,195 | New |
| Westchester Capital Management, Inc. | 47,024 | $7.37M | 1.33% | +820+1.8% | Added |
| Motco | 46,791 | $7.33M | 0.63% | +2,344+5.3% | Added |
| New Mexico Educational Retirement Board | 46,686 | $7.31M | 0.18% | +2,600+5.9% | Added |
| MAI Capital Management | 46,493 | $7.29M | 0.03% | +5,895+14.5% | Added |
| Jennison Associates LLC | 46,459 | $7.28M | 0.00% | +3,017+6.9% | Added |
| Bokf, NA | 46,295 | $7.25M | 0.10% | −1,227−2.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 46,269 | $7.25M | 0.31% | +5,310+13.0% | Added |
| Leonteq Securities AG | 46,146 | $7.23M | 0.43% | +46,146 | New |
| LaFleur & Godfrey LLC | 45,803 | $7.18M | 0.85% | +45,803 | New |
| Vestcor Inc | 45,787 | $7.17M | 0.18% | +19,660+75.2% | Added |
| New Age Alpha Advisors, LLC | 45,505 | $7.13M | 0.30% | +16,071+54.6% | Added |
| Hartford Investment Management Co | 45,277 | $7.09M | 0.20% | −8,116−15.2% | Reduced |
| Jacobs & Co | 45,212 | $7.08M | 0.61% | +1,302+3.0% | Added |
| Boston Common Asset Management, LLC | 44,954 | $7.04M | 0.42% | −29,022−39.2% | Reduced |
| Stamos Capital Partners, L.P. | 44,715 | $7.01M | 1.07% | +8,912+24.9% | Added |
| Campbell & CO Investment Adviser LLC | 44,668 | $7.00M | 0.37% | +44,668 | New |
| Caisse des Depots Et Consignations | 43,872 | $6.87M | 0.12% | +569+1.3% | Added |
| Knightsbridge Asset Management, LLC | 43,406 | $6.80M | 0.89% | −1,070−2.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 43,398 | $6.79M | 0.03% | +4,618+11.9% | Added |
| Maryland State Retirement & Pension System | 43,061 | $6.75M | 0.12% | −2,905−6.3% | Reduced |
| Aptus Capital Advisors, LLC | 43,060 | $6.75M | 0.05% | −5,874−12.0% | Reduced |
| River Road Asset Management, LLC | 43,008 | $6.74M | 0.07% | −3,224−7.0% | Reduced |
| Alphadyne Asset Management LP | 42,302 | $6.63M | 0.30% | −31,132−42.4% | Reduced |
| Poehling Capital Management, LLC | 42,243 | $6.62M | 1.42% | +10,698+33.9% | Added |
| Louisiana State Employees Retirement System | 41,800 | $6.55M | 0.10% | −6,000−12.6% | Reduced |
| Huntington National Bank | 41,395 | $6.48M | 0.03% | −24,372−37.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 41,395 | $6.48M | 0.71% | −11,100−21.1% | Reduced |
| Baker Avenue Asset Management, LP | 41,230 | $6.46M | 0.12% | −1,192−2.8% | Reduced |
| LGT Fund Management Co Ltd. | 41,140 | $6.44M | 0.27% | −4,505−9.9% | Reduced |
| D.A. Davidson & Co. | 40,980 | $6.42M | 0.04% | +1,892+4.8% | Added |
| Ironwood Investment Counsel, LLC | 40,315 | $6.32M | 0.83% | +17,588+77.4% | Added |
| Fortis Capital Management LLC | 40,293 | $6.31M | 0.71% | +9,618+31.4% | Added |
| Mandatum Life Insurance Co Ltd | 40,230 | $6.30M | 1.17% | +24,142+150.1% | Added |
| Coldstream Capital Management Inc | 40,061 | $6.28M | 0.08% | −33,884−45.8% | Reduced |
| EFG International AG | 40,021 | $6.27M | 0.11% | +9,546+31.3% | Added |
| MMBG Investment Advisors Co. | 39,720 | $6.24M | 0.49% | −21,661−35.3% | Reduced |
| Marietta Wealth Management, LLC | 39,772 | $6.23M | 0.64% | +4,699+13.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 39,506 | $6.19M | 0.02% | −31,397−44.3% | Reduced |
| Allstate Corp | 39,512 | $6.19M | 0.06% | −62,675−61.3% | Reduced |
| Private Advisor Group, LLC | 39,473 | $6.18M | 0.03% | −9,616−19.6% | Reduced |
| Intech Investment Management LLC | 39,446 | $6.18M | 0.06% | −10,017−20.3% | Reduced |
| S-Bank Fund Management Ltd | 39,299 | $6.16M | 0.84% | −13,830−26.0% | Reduced |
| Allworth Financial LP | 39,089 | $6.12M | 0.03% | −12,593−24.4% | Reduced |
| Squarepoint Ops LLC | 38,904 | $6.09M | 0.01% | +13,996+56.2% | Added |
| 71 West Capital Partners | 38,828 | $6.08M | 0.21% | +1,410+3.8% | Added |
| Advisory Resource Group | 38,692 | $6.06M | 0.91% | +3,132+8.8% | Added |
| Groupama Asset Managment | 38,422 | $6.05M | 0.08% | +550+1.5% | Added |
| ABN AMRO Bank N.V. | 38,335 | $6.03M | 0.08% | −326−0.8% | Reduced |
| WCG Wealth Advisors LLC | 38,421 | $6.02M | 0.14% | +7,959+26.1% | Added |
| Dnca Finance | 38,200 | $5.98M | 0.29% | −20,800−35.3% | Reduced |
| Wealthspire Advisors, LLC | 38,180 | $5.98M | 0.03% | +2,379+6.6% | Added |
| Advisors Asset Management, Inc. | 38,083 | $5.97M | 0.09% | −657−1.7% | Reduced |
| Blue Zone Wealth Advisors, LLC | 37,977 | $5.95M | 1.04% | −565−1.5% | Reduced |
| Capital Group Private Client Services, Inc. | 37,760 | $5.92M | 0.08% | −10,512−21.8% | Reduced |
| Tocqueville Asset Management L.P. | 37,643 | $5.90M | 0.08% | −2,181−5.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 37,572 | $5.89M | 1.41% | −2,483−6.2% | Reduced |
| Level Four Advisory Services, LLC | 37,313 | $5.85M | 0.17% | −3,567−8.7% | Reduced |
| Clean Yield Group | 37,243 | $5.83M | 1.45% | +6,451+21.0% | Added |
| Federated Hermes, Inc. | 37,180 | $5.82M | 0.01% | −798,614−95.6% | Reduced |