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 |
|---|---|---|---|---|---|
| Plimoth Trust Co LLC | 26,902 | $4.21M | 0.84% | +946+3.6% | Added |
| Verition Fund Management LLC | 26,862 | $4.21M | 0.03% | −44,272−62.2% | Reduced |
| Sand Hill Global Advisors, LLC | 26,752 | $4.19M | 0.13% | −335−1.2% | Reduced |
| Harvey Capital Management Inc | 26,657 | $4.18M | 0.86% | −13,552−33.7% | Reduced |
| Clear Harbor Asset Management, LLC | 26,654 | $4.18M | 0.26% | +6,758+34.0% | Added |
| Winton Group Ltd | 26,644 | $4.17M | 0.14% | +17,470+190.4% | Added |
| J. L. Bainbridge & Co., Inc. | 26,489 | $4.15M | 0.33% | −1,860−6.6% | Reduced |
| Dana Investment Advisors, Inc. | 26,484 | $4.15M | 0.11% | +19,927+303.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 26,228 | $4.11M | 0.05% | −3,754−12.5% | Reduced |
| Simplex Trading, LLC | 26,181 | $4.10M | 0.11% | +26,181 | New |
| William Blair Investment Management, LLC | 26,046 | $4.08M | 0.01% | −2,940−10.1% | Reduced |
| Conning Inc. | 25,994 | $4.07M | 0.12% | +1,786+7.4% | Added |
| Red Door Wealth Management, LLC | 25,986 | $4.07M | 0.37% | +727+2.9% | Added |
| Torrey Growth & Income Advisors | 26,214 | $4.07M | 1.38% | +1,774+7.3% | Added |
| Siemens Fonds Invest GmbH | 25,697 | $4.03M | 0.20% | −1,443−5.3% | Reduced |
| Edgestream Partners, L.P. | 25,691 | $4.02M | 0.12% | +23,897+1,332.1% | Added |
| Revisor Wealth Management LLC | 25,492 | $3.99M | 0.96% | −139−0.5% | Reduced |
| Jericho Financial, LLP | 25,444 | $3.99M | 2.07% | +2,501+10.9% | Added |
| SFMG, LLC | 25,409 | $3.98M | 0.24% | −1,631−6.0% | Reduced |
| Worm Capital, LLC | 25,356 | $3.97M | 2.97% | 00.0% | Unchanged |
| RBA Wealth Management, LLC | 25,330 | $3.97M | 1.46% | −1,271−4.8% | Reduced |
| Third View Private Wealth, LLC | 25,260 | $3.96M | 0.49% | −1,392−5.2% | Reduced |
| Everest Financial Group LLC | 25,120 | $3.94M | 0.53% | −9,412−27.3% | Reduced |
| Quattro Financial Advisors LLC | 25,111 | $3.93M | 0.84% | −4,977−16.5% | Reduced |
| Allen Investment Management LLC | 25,052 | $3.92M | 0.05% | −1,601−6.0% | Reduced |
| Kamunting Street Capital Management, L.P. | 25,000 | $3.92M | 2.19% | +15,000+150.0% | Added |
| Panoramic Capital, LLC | 25,000 | $3.92M | 1.69% | +25,000 | New |
| Pioneer Trust Bank N A | 24,949 | $3.91M | 0.89% | +305+1.2% | Added |
| Marks Group Wealth Management, Inc | 24,904 | $3.90M | 0.34% | −24,376−49.5% | Reduced |
| St Germain D J Co Inc | 24,844 | $3.89M | 0.14% | −924−3.6% | Reduced |
| Evercore Wealth Management, LLC | 24,691 | $3.87M | 0.05% | −120.0% | Reduced |
| MUFG Securities Americas Inc. | 24,639 | $3.86M | 0.20% | −1,288−5.0% | Reduced |
| Global X Japan Co., Ltd. | 24,473 | $3.83M | 0.14% | +3,884+18.9% | Added |
| First Interstate Bank | 24,417 | $3.83M | 0.20% | +138+0.6% | Added |
| Spinnaker Trust | 24,406 | $3.82M | 0.19% | −447−1.8% | Reduced |
| Sender Co & Partners, Inc. | 24,313 | $3.81M | 1.60% | +24,313 | New |
| Shufro Rose & Co LLC | 24,290 | $3.81M | 0.22% | −22,331−47.9% | Reduced |
| Van Strum & Towne Inc. | 24,270 | $3.80M | 1.04% | −120−0.5% | Reduced |
| Kingsview Wealth Management, LLC | 24,179 | $3.79M | 0.05% | −36,102−59.9% | Reduced |
| RSM US Wealth Management LLC | 24,083 | $3.78M | 0.04% | −1,994−7.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 23,886 | $3.75M | 0.84% | −954−3.8% | Reduced |
| Whittier Trust Co | 22,616 | $3.75M | 0.04% | −2,864−11.2% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 23,887 | $3.74M | 0.22% | −684−2.8% | Reduced |
| Lee Danner & Bass Inc | 23,855 | $3.74M | 0.22% | −310−1.3% | Reduced |
| Park Avenue Securities LLC | 23,727 | $3.72M | 0.02% | −3,590−13.1% | Reduced |
| Securian Asset Management, Inc | 21,738 | $3.71M | 0.13% | −3,681−14.5% | Reduced |
| MidFirst Bank | 23,657 | $3.71M | 0.26% | −916−3.7% | Reduced |
| German American Bancorp, Inc. | 23,623 | $3.70M | 0.28% | +16,168+216.9% | Added |
| Geneos Wealth Management Inc. | 23,606 | $3.70M | 0.08% | +4,648+24.5% | Added |
| Cohen Capital Management, Inc. | 23,445 | $3.67M | 0.50% | −1,530−6.1% | Reduced |
| North Dakota State Investment Board | 23,436 | $3.67M | 0.15% | −3,618−13.4% | Reduced |
| Resonant Capital Advisors, LLC | 23,373 | $3.67M | 0.18% | +10,194+77.4% | Added |
| V-Square Quantitative Management LLC | 23,400 | $3.67M | 0.35% | −854−3.5% | Reduced |
| Glassy Mountain Advisors, Inc. | 23,390 | $3.66M | 1.00% | +6,035+34.8% | Added |
| Bryn Mawr Trust Co | 23,267 | $3.65M | 0.08% | −2,572−10.0% | Reduced |
| Independent Financial Group, LLC | 23,146 | $3.63M | 0.07% | +2,142+10.2% | Added |
| Alps Advisors Inc | 23,043 | $3.61M | 0.02% | +2,260+10.9% | Added |
| Legato Capital Management LLC | 23,000 | $3.60M | 0.30% | +23,000 | New |
| Vestmark Advisory Solutions, Inc. | 22,853 | $3.58M | 0.03% | +89+0.4% | Added |
| St. Louis Financial Planners Asset Management, LLC | 21,429 | $3.56M | 1.90% | +7,652+55.5% | Added |
| Group One Trading, L.P. | 22,547 | $3.53M | 0.10% | +22,547 | New |
| Encore Global Management, LP | 22,500 | $3.52M | 3.46% | +880+4.1% | Added |
| Marion Wealth Management | 22,482 | $3.52M | 0.72% | +3,882+20.9% | Added |
| Glenview Trust Co | 22,379 | $3.51M | 0.05% | −6,577−22.7% | Reduced |
| GeoWealth Management, LLC | 22,374 | $3.51M | 0.11% | −3,540−13.7% | Reduced |
| Infusive Asset Management Inc. | 22,307 | $3.49M | 1.59% | +22,307 | New |
| E Fund Management Co., Ltd. | 22,243 | $3.48M | 0.08% | −3,500−13.6% | Reduced |
| Inspire Trust Co, N.A. | 22,000 | $3.45M | 0.47% | +4,979+29.3% | Added |
| Independent Advisor Alliance | 21,886 | $3.43M | 0.08% | −971−4.2% | Reduced |
| Graphene Investments SAS | 21,800 | $3.42M | 1.99% | +5,300+32.1% | Added |
| Linden Thomas Advisory Services, LLC | 21,703 | $3.40M | 0.27% | +1,462+7.2% | Added |
| Dynamic Advisor Solutions LLC | 21,591 | $3.38M | 0.10% | +2,197+11.3% | Added |
| Modera Wealth Management, LLC | 21,567 | $3.38M | 0.04% | −1,852−7.9% | Reduced |
| Laurion Capital Management LP | 21,513 | $3.37M | 0.24% | +19,113+796.4% | Added |
| Marathon Wealth Advisors LLC | 21,267 | $3.33M | 1.14% | +260+1.2% | Added |
| McMillan Office, Inc. | 21,238 | $3.32M | 0.38% | −218−1.0% | Reduced |
| Walleye Capital LLC | 21,196 | $3.32M | 0.02% | −94,638−81.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 21,140 | $3.31M | 0.70% | +20,695+4,650.6% | Added |
| Y.D. More Investments Ltd | 21,039 | $3.30M | 0.10% | +16,706+385.6% | Added |
| Hussman Strategic Advisors, Inc. | 21,000 | $3.29M | 0.76% | +21,000 | New |
| SP Asset Management LLC | 20,993 | $3.29M | 0.26% | −2,279−9.8% | Reduced |
| Selective Wealth Management, Inc. | 19,237 | $3.29M | 0.86% | −397−2.0% | Reduced |
| AlphaCore Capital LLC | 20,796 | $3.27M | 0.06% | +7,091+51.7% | Added |
| RD Finance Ltd | 20,845 | $3.27M | 3.22% | 00.0% | Unchanged |
| Charter Trust Co | 20,821 | $3.26M | 0.18% | +441+2.2% | Added |
| Ceera Investments, LLC | 20,779 | $3.26M | 1.38% | −794−3.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 17,391 | $3.25M | 0.28% | +17,391 | New |
| Sherman Porfolios, LLC | 17,292 | $3.23M | 0.25% | −385−2.2% | Reduced |
| Legacy Trust | 20,528 | $3.22M | 0.57% | −2,127−9.4% | Reduced |
| Nikko Asset Management Americas, Inc. | 20,294 | $3.18M | 0.04% | −871−4.1% | Reduced |
| Signaturefd, LLC | 20,230 | $3.17M | 0.04% | −1,051−4.9% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 20,117 | $3.15M | 1.21% | +9,241+85.0% | Added |
| Intesa Sanpaolo Wealth Management | 20,066 | $3.14M | 0.63% | −1,666−7.7% | Reduced |
| Citizens Financial Group Inc | 20,010 | $3.14M | 0.04% | −1,944−8.9% | Reduced |
| LGT Group Foundation | 20,057 | $3.14M | 0.04% | −6,334−24.0% | Reduced |
| Consolidated Investment Group LLC | 19,915 | $3.12M | 0.27% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 19,907 | $3.12M | 0.04% | −1,336−6.3% | Reduced |
| Collar Capital Management, LLC | 19,845 | $3.11M | 1.83% | +2,457+14.1% | Added |
| Parus Finance (UK) Ltd | 19,745 | $3.09M | 0.81% | −444−2.2% | Reduced |
| Umb Bank N A | 19,704 | $3.09M | 0.04% | −34,767−63.8% | Reduced |