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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 37,173 | $5.82M | 0.07% | −2,734−6.9% | Reduced |
| Daymark Wealth Partners, LLC | 37,033 | $5.80M | 0.14% | +1,033+2.9% | Added |
| Easterly Investment Partners LLC | 37,025 | $5.80M | 0.30% | −2,109−5.4% | Reduced |
| Peak Asset Management, LLC | 36,928 | $5.79M | 0.85% | +4,636+14.4% | Added |
| RNC Capital Management LLC | 36,896 | $5.78M | 0.24% | +19,725+114.9% | Added |
| Stephens Inc | 36,225 | $5.77M | 0.06% | −15,322−29.7% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 36,743 | $5.76M | 0.52% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 36,566 | $5.73M | 0.09% | −1,238−3.3% | Reduced |
| Massmutual Trust Co FSB | 36,222 | $5.67M | 0.15% | −1,268−3.4% | Reduced |
| Flputnam Investment Management Co | 36,217 | $5.67M | 0.07% | +21,491+145.9% | Added |
| Sompo Asset Management Co., Ltd. | 36,155 | $5.66M | 0.93% | +4,832+15.4% | Added |
| PKO BP BANKOWY Universal Pension Society JSC | 36,000 | $5.64M | 1.61% | +6,000+20.0% | Added |
| Ardsley Advisory Partners LP | 36,000 | $5.64M | 0.61% | +36,000 | New |
| Thrivent Financial for Lutherans | 35,822 | $5.61M | 0.01% | −53,785−60.0% | Reduced |
| SRS Capital Advisors, Inc. | 35,784 | $5.61M | 0.04% | +25,993+265.5% | Added |
| Philadelphia Trust Co | 35,768 | $5.60M | 0.36% | +6,211+21.0% | Added |
| Banque Cantonale Vaudoise | 35,705 | $5.59M | 0.22% | −17,375−32.7% | Reduced |
| Thompson Investment Management, Inc. | 35,631 | $5.58M | 0.64% | +5,107+16.7% | Added |
| Regions Financial Corp | 35,484 | $5.56M | 0.03% | −13,479−27.5% | Reduced |
| Oppenheimer & Co Inc | 35,405 | $5.55M | 0.06% | −14,587−29.2% | Reduced |
| Harbor Capital Advisors, Inc. | 35,402 | $5.55M | 0.38% | −42−0.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 35,142 | $5.51M | 0.20% | −2,898−7.6% | Reduced |
| Snowden Capital Advisors LLC | 34,969 | $5.49M | 0.13% | +1,109+3.3% | Added |
| Maxi Investments CY Ltd | 35,000 | $5.48M | 1.11% | +2,290+7.0% | Added |
| Laird Norton Trust Company, LLC | 34,617 | $5.44M | 0.10% | −8,203−19.2% | Reduced |
| IFP Advisors, Inc | 34,622 | $5.42M | 0.10% | +3,084+9.8% | Added |
| Catherine Avery Investment Management LLC | 34,593 | $5.42M | 2.37% | +34,593 | New |
| Albion Financial Group | 34,515 | $5.41M | 0.31% | +4,601+15.4% | Added |
| McRae Capital Management Inc | 34,425 | $5.39M | 1.06% | −29,017−45.7% | Reduced |
| Profund Advisors LLC | 34,230 | $5.36M | 0.15% | +4,217+14.1% | Added |
| Timber Creek Capital Management LLC | 33,928 | $5.32M | 1.08% | +760+2.3% | Added |
| HB Wealth Management, LLC | 33,897 | $5.31M | 0.03% | −3,462−9.3% | Reduced |
| Meridian Management Co | 33,706 | $5.28M | 1.19% | +10,278+43.9% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 33,557 | $5.26M | 0.11% | −7,885−19.0% | Reduced |
| Empirical Finance, LLC | 33,277 | $5.21M | 0.22% | +1,037+3.2% | Added |
| Advisory Services Network, LLC | 33,166 | $5.20M | 0.06% | −3,202−8.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 33,016 | $5.19M | 0.73% | −455−1.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 32,996 | $5.17M | 0.16% | −33,270−50.2% | Reduced |
| Vise Technologies, Inc. | 32,800 | $5.14M | 0.06% | +1,670+5.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 32,765 | $5.13M | 0.12% | −6,725−17.0% | Reduced |
| Nicolet Bankshares Inc | 32,047 | $5.11M | 0.16% | +3,558+12.5% | Added |
| Ally Financial Inc. | 32,500 | $5.09M | 0.66% | 00.0% | Unchanged |
| Canoe Financial LP | 32,500 | $5.09M | 0.06% | 00.0% | Unchanged |
| Niles Investment Management, LLC | 32,475 | $5.09M | 4.12% | +32,475 | New |
| Convergence Investment Partners, LLC | 32,218 | $5.05M | 0.48% | +31,122+2,839.6% | Added |
| Venture Visionary Partners LLC | 32,204 | $5.05M | 0.14% | −1,340−4.0% | Reduced |
| Summit Financial, LLC | 32,105 | $5.04M | 0.06% | −1,005−3.0% | Reduced |
| TAM Capital Management Inc. | 32,110 | $5.03M | 2.13% | −187,235−85.4% | Reduced |
| Quilter Plc | 32,084 | $5.03M | 0.08% | −6,064−15.9% | Reduced |
| MUFG Securities EMEA plc | 32,019 | $5.02M | 0.05% | −176,395−84.6% | Reduced |
| Kinneret Advisory, LLC | 31,892 | $5.01M | 0.41% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 31,961 | $5.01M | 0.50% | +2,878+9.9% | Added |
| Bank of Nova Scotia Trust Co | 31,865 | $4.99M | 0.41% | −3,126−8.9% | Reduced |
| Brighton Jones LLC | 31,864 | $4.99M | 0.09% | −6,265−16.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 31,825 | $4.99M | 2.24% | −679−2.1% | Reduced |
| Bleakley Financial Group, LLC | 31,532 | $4.94M | 0.06% | −9,269−22.7% | Reduced |
| Callan Family Office, LLC | 31,272 | $4.90M | 0.10% | +3,212+11.4% | Added |
| J. Safra Sarasin Holding AG | 33,487 | $4.89M | 0.07% | +26,313+366.8% | Added |
| Argent Trust Co | 31,120 | $4.88M | 0.14% | −2,103−6.3% | Reduced |
| Bessemer Group Inc | 31,057 | $4.87M | 0.01% | −6,103−16.4% | Reduced |
| First Nebraska Trust Co | 31,008 | $4.86M | 0.39% | +1,477+5.0% | Added |
| Wolverine Asset Management LLC | 30,905 | $4.84M | 0.06% | −14,835−32.4% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 30,866 | $4.84M | 0.42% | −3,464−10.1% | Reduced |
| Deane Retirement Strategies, Inc. | 30,620 | $4.80M | 2.03% | +4,545+17.4% | Added |
| Stratos Wealth Partners, LTD. | 30,598 | $4.79M | 0.05% | +2,686+9.6% | Added |
| Morningstar Investment Management LLC | 25,679 | $4.79M | 0.30% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 30,521 | $4.78M | 0.03% | −56,057−64.7% | Reduced |
| Caxton Associates LLP | 30,011 | $4.70M | 0.09% | +28,527+1,922.3% | Added |
| CMH Wealth Management LLC | 29,857 | $4.69M | 0.72% | −1,055−3.4% | Reduced |
| McGinn Investment Management, Inc. | 29,749 | $4.66M | 2.83% | +29,749 | New |
| LMR Partners LLP | 29,605 | $4.64M | 0.03% | +6,312+27.1% | Added |
| Intact Investment Management Inc. | 29,400 | $4.61M | 0.13% | −2,000−6.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 29,278 | $4.59M | 0.09% | +3,993+15.8% | Added |
| CMT Capital Markets Trading GmbH | 29,245 | $4.58M | 2.40% | −13,138−31.0% | Reduced |
| Moran Wealth Management, LLC | 29,093 | $4.56M | 0.12% | +1,305+4.7% | Added |
| Hudson Capital Management LLC | 28,911 | $4.53M | 1.10% | +2,543+9.6% | Added |
| Integrated Wealth Concepts LLC | 28,899 | $4.53M | 0.03% | −9,830−25.4% | Reduced |
| FourThought Financial Partners, LLC | 28,778 | $4.51M | 0.35% | +1,364+5.0% | Added |
| WoodTrust Financial Corp | 28,629 | $4.49M | 0.53% | −3,803−11.7% | Reduced |
| Ruffer LLP | 28,582 | $4.47M | 0.16% | +6,684+30.5% | Added |
| Virtu Financial LLC | 28,439 | $4.46M | 0.14% | +28,439 | New |
| Beaumont Financial Advisors, LLC | 28,078 | $4.40M | 0.28% | −3,972−12.4% | Reduced |
| Busey Wealth Management | 27,964 | $4.38M | 0.11% | +829+3.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 27,887 | $4.37M | 1.45% | +7,037+33.8% | Added |
| Wesbanco Bank Inc | 27,806 | $4.36M | 0.11% | −7,491−21.2% | Reduced |
| Sterling Capital Management LLC | 27,698 | $4.34M | 0.07% | +13,890+100.6% | Added |
| We Are One Seven, LLC | 27,689 | $4.34M | 0.07% | −5,056−15.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 27,549 | $4.32M | 0.52% | −2,368−7.9% | Reduced |
| Pinnacle Associates Ltd | 27,534 | $4.31M | 0.05% | −11,124−28.8% | Reduced |
| Platform Wealth Management, LLC | 27,484 | $4.31M | 1.58% | +27,484 | New |
| Sit Investment Associates Inc | 27,481 | $4.30M | 0.08% | −28,997−51.3% | Reduced |
| Fiduciary Trust Co | 27,444 | $4.30M | 0.05% | −6,808−19.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 27,432 | $4.30M | 0.14% | −15,312−35.8% | Reduced |
| Meridian Wealth Management, LLC | 27,336 | $4.28M | 0.13% | −440−1.6% | Reduced |
| Exane Asset Management | 23,841 | $4.27M | 1.54% | +23,841 | New |
| Vision Capital Management, Inc. | 27,247 | $4.27M | 0.49% | −748−2.7% | Reduced |
| Brown Brothers Harriman & Co | 27,151 | $4.25M | 0.02% | −6,844−20.1% | Reduced |
| Chicago Capital, LLC | 27,039 | $4.24M | 0.10% | −4,315−13.8% | Reduced |
| Cohen Klingenstein LLC | 27,020 | $4.23M | 0.12% | 00.0% | Unchanged |
| Keybank National Association | 27,014 | $4.23M | 0.01% | −2,947−9.8% | Reduced |