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Funds Holding Salesforce Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Salesforce Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of CRM →
Funds holding
200
as of 2026-07-31
Reported value
$7.8B
summed across funds
Fund families
94
named trusts
Largest conviction
4.63%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
FT Vest Dow Jones Internet & Target Income ETFFirst Trust Exchange-Traded Fund IV2.5K sh$452K4.63%
THE NIGHTVIEW FUNDCapitol Series Trust7.6K sh$1.4M4.48%
First Eagle Rising Dividend FundFirst Eagle Funds101.6K sh$18.7M3.91%
Invesco NASDAQ Internet ETFInvesco Exchange-Traded Fund Trust107.7K sh$19.8M3.87%
INTERNET ULTRASECTOR PROFUNDProFunds16.1K sh$3M3.75%
Dan IVES Wedbush AI Revolution ETFWedbush Series Trust179.4K sh$33M3.35%
Invenomic FundNORTHERN LIGHTS FUND TRUST II144.6K sh$26.6M3.11%
Direxion Daily Dow Jones Internet Bull 3X SharesDirexion Shares ETF Trust15.3K sh$2.8M3.01%
CresAlta Global Dividend ETFElevation Series Trust21.9K sh$4M2.91%
BLACK OAK EMERGING TECHNOLOGY FUNDOak Associates Funds10K sh$1.8M2.82%
U.S. Global Leaders Growth FundJohn Hancock Capital Series173.2K sh$31.9M2.69%
First Eagle US Equity ETFFirst Eagle ETF Trust351 sh$64.6K2.61%
Akre Focus ETFProfessionally Managed Portfolios717.8K sh$132.1M2.52%
North Country Large Cap Equity FundNorth Country Funds11.9K sh$3.1M2.49%
KOVITZ CORE EQUITY ETFValued Advisers Trust181.5K sh$33.4M2.34%
Fundamental Large Cap Core FundJohn Hancock Investment Trust740.3K sh$136.2M2.26%
Bushido Capital US Equity ETFEA Series Trust76.2K sh$14M2.18%
First Eagle U.S. FundFirst Eagle Funds186.3K sh$34.3M2.11%
Global X Dow 30 Covered Call ETFGLOBAL X FUNDS21.1K sh$3.9M2.11%
Global X Dow 30 Covered Call & Growth ETFGLOBAL X FUNDS704 sh$129.6K2.10%
FT Vest Technology Dividend Target Income ETFFirst Trust Exchange-Traded Fund IV59.6K sh$11M2.09%
N/ASPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST5.1M sh$941.6M2.08%
SUMMITRY EQUITY FUNDValued Advisers Trust8.1K sh$1.5M2.01%
REYNDERS, MCVEIGH CORE EQUITY FUNDCapitol Series Trust11.5K sh$2.1M1.98%
Crossmark Large Cap Value ETFCrossmark ETF Trust1.8K sh$333.3K1.95%
Vulcan Value Partners FundElevation Series Trust24.1K sh$4.4M1.94%
Mondrian Global Equity Value FundGALLERY TRUST39.4K sh$7.2M1.91%
Pacer US Cash Cows 100 ETFPacer Funds Trust1.9M sh$354.3M1.90%
YieldMax(R) AI & Tech Portfolio Option Income ETFTidal Trust II9.4K sh$1.7M1.69%
Harbor Dividend Growth Leaders ETFHarbor ETF Trust21.5K sh$3.9M1.68%
VANGUARD WINDSOR II FUNDVANGUARD WINDSOR FUNDS6M sh$1.1B1.66%
Fidelity SAI U.S. Value Index FundFidelity Salem Street Trust851.7K sh$156.7M1.66%
Invesco Dow Jones Industrial Average Dividend ETFInvesco Exchange-Traded Fund Trust43.7K sh$8M1.65%
FT Vest Rising Dividend Achievers Target Income ETFFirst Trust Exchange-Traded Fund IV297.6K sh$54.8M1.52%
ULTRA DOW 30 PROFUNDProFunds3.9K sh$709.4K1.50%
Invesco S&P 500 Equal Weight Technology ETFInvesco Exchange-Traded Fund Trust437.1K sh$80.4M1.47%
AMG River Road Dividend All Cap Value FundAMG Funds IV5.4K sh$993.3K1.47%
US Vegan Climate ETFETF Series Solutions14K sh$2.6M1.45%
Steward Large Cap Value FundSteward Funds Inc12K sh$2.2M1.45%
Harbor Human Capital Factor US Large Cap ETFHarbor ETF Trust35.4K sh$6.5M1.33%
SA Franklin Systematic U.S. Large Cap Value PortfolioSUNAMERICA SERIES TRUST44K sh$8.1M1.33%
Nuveen ESG Large-Cap Value ETFNuShares ETF Trust154.8K sh$28.5M1.29%
Nuveen Large Cap Responsible Equity FundTIAA-CREF Funds414K sh$76.2M1.29%
Columbia Disciplined Value FundColumbia Funds Series Trust II14.7K sh$2.7M1.27%
Nicholas Fund, Inc.Nicholas Fund, Inc.274.1K sh$50.4M1.27%
Nationwide Loomis All Cap Growth FundNationwide Mutual Funds14.1K sh$2.6M1.25%
iShares U.S. Equity Factor Rotation Active ETFBlackRock ETF Trust2.6M sh$480M1.24%
Alger Dynamic Opportunities FundALGER FUNDS II14.9K sh$2.8M1.23%
iShares U.S. Tech Breakthrough Multisector ETFiShares Trust30.4K sh$5.6M1.21%
First Eagle Global FundFirst Eagle Funds5M sh$915.3M1.20%
Victory Pioneer Equity Income FundVictory Portfolios IV53.1K sh$9.8M1.20%
LSV Disciplined Value ETFADVISORS' INNER CIRCLE FUND42.5K sh$7.8M1.20%
Pacer S&P 500 Quality FCF R&D Leaders ETFPacer Funds Trust73 sh$13.4K1.20%
Allspring LT Large Core ETFALLSPRING EXCHANGE-TRADED FUNDS TRUST543 sh$99.9K1.19%
TAX MANAGED MULTI CAP GROWTH PORTFOLIOTax-Managed Multi-Cap Growth Portfolio19.7K sh$3.6M1.17%
Columbia Seligman Global Technology FundColumbia Funds Series Trust II284K sh$52.3M1.17%
First Trust Technology AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund162.9K sh$30M1.17%
Fidelity Series Stock Selector Large Cap Value FundFidelity Devonshire Trust1.1M sh$196.6M1.14%
Fidelity Stock Selector Large Cap Value FundFidelity Devonshire Trust51.4K sh$9.5M1.14%
Steward Large Cap Core FundSteward Funds Inc13K sh$2.4M1.14%
Global X Guru Index ETFGLOBAL X FUNDS3.7K sh$684.2K1.12%
Cultivar ETFETF Opportunities Trust2.6K sh$471.1K1.10%
Becker Equity FundProfessionally Managed Portfolios6.4K sh$1.2M1.10%
Allspring LT Large Growth ETFALLSPRING EXCHANGE-TRADED FUNDS TRUST6.6K sh$1.2M1.08%
Invesco S&P 100 Equal Weight ETFInvesco Exchange-Traded Fund Trust152.9K sh$28.1M1.04%
Nuveen ESG Large-Cap ETFNuShares ETF Trust3.9K sh$720.4K1.02%
iShares MSCI USA Value Factor ETFiShares Trust490.6K sh$90.3M0.99%
Fidelity Blue Chip Value ETFFidelity Covington Trust9.5K sh$1.8M0.99%
Fidelity Fundamental Large Cap Value ETFFidelity Covington Trust880 sh$161.9K0.98%
LSV Conservative Value Equity FundADVISORS' INNER CIRCLE FUND9.2K sh$1.7M0.98%
Fidelity Value Discovery FundFidelity Puritan Trust216.4K sh$39.8M0.96%
Fidelity Series Value Discovery FundFidelity Devonshire Trust916.9K sh$168.7M0.95%
Fidelity Value Discovery K6 FundFidelity Puritan Trust6K sh$1.1M0.95%
LSV Value Equity FundADVISORS' INNER CIRCLE FUND62.6K sh$11.5M0.93%
WHITE OAK SELECT GROWTH FUNDOak Associates Funds24.3K sh$4.5M0.92%
American Beacon Large Cap Value FundAMERICAN BEACON FUNDS149.1K sh$27.4M0.92%
Madison Large Cap FundMADISON FUNDS15.7K sh$2.9M0.92%
Davis Research FundDAVIS NEW YORK VENTURE FUND INC4.4K sh$809.7K0.92%
LSV Global Value FundADVISORS' INNER CIRCLE FUND5.5K sh$1M0.89%
THE HARTFORD DIVIDEND AND GROWTH FUNDHARTFORD MUTUAL FUNDS, INC908.2K sh$167.1M0.89%
iShares MSCI USA Min Vol Factor ETFiShares Trust1.1M sh$209.3M0.89%
Victory Growth FundVictory Portfolios III112.6K sh$20.7M0.88%
TECHNOLOGY ULTRASECTOR PROFUNDProFunds5.2K sh$952.1K0.86%
SA MFS Total Return PortfolioSUNAMERICA SERIES TRUST22.4K sh$4.1M0.86%
Equity Income FundRUSSELL INVESTMENT CO7.1K sh$1.3M0.84%
Fidelity Value Factor ETFFidelity Covington Trust59.4K sh$10.9M0.82%
Harbor Long-Short Equity ETFHarbor ETF Trust681 sh$125.3K0.82%
PeakShares Sector Rotation ETFNORTHERN LIGHTS FUND TRUST II2.1K sh$542.4K0.81%
Nationwide NYSE Arca Tech 100 Index FundNationwide Mutual Funds34.7K sh$6.4M0.80%
Large Cap Equity FundAmerican Century Mutual Funds, Inc.131K sh$24.1M0.80%
iShares U.S. Technology ETFiShares Trust977.6K sh$179.9M0.76%
YieldMax(R) Target 12(TM) Big 50 Option Income ETFTidal Trust II2.2K sh$411.7K0.76%
Pacer S&P 500 Quality FCF Aristocrats ETFPacer Funds Trust1K sh$189.9K0.73%
ALGER RESPONSIBLE INVESTING FUNDALGER FUNDS II5.4K sh$989.1K0.73%
Direxion Daily Technology Bull 3X SharesDirexion Shares ETF Trust199.8K sh$36.8M0.72%
Steward Covered Call Income FundSteward Funds Inc4.8K sh$883.3K0.71%
American Beacon Balanced FundAMERICAN BEACON FUNDS4K sh$736.1K0.70%
Equity Income FundPrincipal Funds, Inc302.2K sh$55.6M0.70%
Invesco QQQ Hedged Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust488 sh$89.8K0.69%
CIBC ATLAS DISCIPLINED EQUITY FUNDADVISORS' INNER CIRCLE FUND50.3K sh$9.2M0.69%
AAM Transformers ETFETF Series Solutions9.3K sh$1.7M0.69%
iShares ESG Optimized MSCI USA Min Vol Factor ETFiShares Trust288 sh$53K0.69%
NYLIM Epoch U.S. Equity Yield FundNYLIM FUNDS TRUST42.7K sh$7.9M0.65%
Fidelity MSCI Information Technology Index ETFFIDELITY COVINGTON TRUST702.7K sh$129.3M0.65%
MFS Equity Income FundMFS SERIES TRUST VII32.5K sh$6M0.65%
Pacer Solactive Whitney Future of Warfare ETFPacer Funds Trust552 sh$101.6K0.64%
JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust27.7K sh$5.1M0.61%
JPMorgan U.S. Quality Factor ETFJ.P. Morgan Exchange-Traded Fund Trust266.3K sh$49M0.60%
Steward Equity Market Neutral FundSteward Funds Inc3.8K sh$699.3K0.60%
Pacer PE/VC ETFPacer Funds Trust76 sh$14K0.58%
Transamerica Large Value OpportunitiesTRANSAMERICA FUNDS7.3K sh$1.3M0.57%
Dimensional VA U.S. Large Value PortfolioDFA INVESTMENT DIMENSIONS GROUP INC26.8K sh$4.9M0.56%
Global X NYSE 100 ETFGLOBAL X FUNDS829 sh$152.6K0.55%
iShares ESG Optimized MSCI USA ETFiShares Trust120.2K sh$22.1M0.55%
Pacer S&P World 3AI Top 300 ETFPacer Funds Trust33 sh$6.1K0.55%
Dimensional U.S. Marketwide Value ETFDimensional ETF Trust455.6K sh$83.8M0.54%
Innovator Equity Managed 10 Buffer ETFInnovator ETFs Trust1.3K sh$243.3K0.54%
Pacer S&P 500 3AI Top 100 ETFPacer Funds Trust64 sh$11.8K0.54%
Payden Equity Income FundPAYDEN & RYGEL INVESTMENT GROUP31.9K sh$5.9M0.53%
Manzil Russell Halal USA Broad Market ETFEA Series Trust709 sh$130.5K0.53%
Pacer US Large Cap Cash Cows Growth Leaders ETFPacer Funds Trust62.6K sh$11.5M0.52%
Calamos Global Equity FundCALAMOS INVESTMENT TRUST/IL5.3K sh$975.3K0.52%
Transamerica Large Core ESGTRANSAMERICA FUNDS5.1K sh$929.3K0.52%
LSV U.S. Managed Volatility FundADVISORS' INNER CIRCLE FUND800 sh$147.2K0.51%
Franklin Global Equity FundLegg Mason Partners Investment Trust18.1K sh$3.3M0.51%
Multifactor U.S. Equity FundRUSSELL INVESTMENT CO7.8K sh$1.4M0.51%
SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST19.3K sh$3.6M0.51%
THE U.S. LARGE CAP VALUE SERIESDFA INVESTMENT TRUST CO842.3K sh$155M0.50%
LARGE-CAP VALUE PROFUNDProFunds144 sh$26.5K0.50%
SA MFS Large Cap Growth PortfolioSUNAMERICA SERIES TRUST18.7K sh$3.4M0.50%
Optimized Equity Income ETFListed Funds Trust1.3K sh$230.6K0.50%
First Eagle Global Balanced FundFirst Eagle Funds70K sh$12.9M0.50%
Fidelity Fundamental Large Cap Core ETFFidelity Covington Trust32.2K sh$5.9M0.49%
Balanced FundAmerican Century Mutual Funds, Inc.24.2K sh$4.4M0.49%
Global X Information Technology Covered Call & Growth ETFGLOBAL X FUNDS381 sh$70.1K0.49%
Dimensional US Large Cap Value ETFDimensional ETF Trust177.9K sh$32.7M0.48%
Capital Group U.S. Equity FundCapital Group U.S. Equity Fund11.2K sh$2.1M0.48%
Green Century Equity FundGREEN CENTURY FUNDS20.7K sh$3.8M0.48%
Domini Impact Equity FundDomini Investment Trust30.5K sh$5.6M0.47%
Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS56 sh$10.3K0.47%
PGIM Quant Solutions Large-Cap Core FundPrudential Investment Portfolios 926.6K sh$4.9M0.47%
Victory Pioneer Multi-Asset Income FundVictory Portfolios IV237.7K sh$43.8M0.46%
NYLIM Candriam U.S. Large Cap Equity ETFNYLIM ETF Trust8.1K sh$1.5M0.46%
Fidelity U.S. Sustainability Index FundFidelity Salem Street Trust140.3K sh$25.8M0.44%
iShares Morningstar Value ETFiShares Trust30.9K sh$5.7M0.43%
iShares ESG MSCI KLD 400 ETFiShares Trust122.9K sh$22.6M0.43%
Fidelity Hedged Equity ETFFidelity Greenwood Street Trust21.4K sh$3.9M0.42%
SP Funds S&P Global Technology ETFSP Funds Trust4.6K sh$855.1K0.40%
FlexShares ESG & Climate US Large Cap Core Index FundFlexShares Trust2.4K sh$445.3K0.40%
JPMorgan Equity and Options Total Return ETFJ.P. Morgan Exchange-Traded Fund Trust2.1K sh$384.8K0.40%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust268.3K sh$49.4M0.40%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust314.1K sh$57.8M0.39%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST24.5K sh$4.5M0.39%
Nuveen Large Cap Value Index FundTIAA-CREF Funds290.3K sh$53.4M0.39%
Hartford Disciplined US Equity ETFLattice Strategies Trust4.3K sh$787.6K0.39%
U.S. Strategic Equity FundRUSSELL INVESTMENT CO63.7K sh$11.7M0.38%
LargeCap Value Fund IIIPrincipal Funds, Inc48K sh$8.8M0.38%
BNY Mellon US Large Cap Equity Growth ETFBNY Mellon ETF Trust239 sh$44K0.37%
iShares Enhanced Large Cap Core Active ETFBlackRock ETF Trust264 sh$48.6K0.36%
MFS Global Total Return FundMFS Series Trust VI24.4K sh$4.5M0.36%
American Beacon Diversified FundAmerican Beacon Institutional Funds Trust11.8K sh$2.2M0.36%
Monopoly ETFStrategy Shares308 sh$56.7K0.36%
ALGER GROWTH & INCOME FUNDALGER FUNDS18.7K sh$3.4M0.35%
Fidelity Dynamic Buffered Equity ETFFidelity Greenwood Street Trust459 sh$84.5K0.35%
Hartford US Quality Growth ETFLattice Strategies Trust934 sh$171.9K0.35%
Pacer MSCI World Industry Advantage ETFPacer Funds Trust21 sh$3.9K0.35%
Putnam Core Equity FundPutnam Funds Trust114.8K sh$21.1M0.34%
Fidelity Yield Enhanced Equity ETFFidelity Greenwood Street Trust4K sh$736.8K0.34%
Nationwide Fundamental All Cap Equity PortfolioNationwide Mutual Funds27.8K sh$5.1M0.33%
Calamos Hedged Equity FundCALAMOS INVESTMENT TRUST/IL15.6K sh$2.9M0.33%
CALAMOS STRATEGIC TOTAL RETURN FUNDCALAMOS STRATEGIC TOTAL RETURN FUND62.6K sh$11.5M0.32%
iShares U.S. Carbon Transition Readiness Aware Active ETFBlackRock ETF Trust20.9K sh$3.8M0.32%
iShares Disciplined Volatility Equity Active ETFBlackRock ETF Trust29.5K sh$5.4M0.31%
1290 SmartBeta Equity Fund1290 Funds4.8K sh$885.3K0.30%
Hartford Multifactor US Equity ETFLattice Strategies Trust11.1K sh$2M0.29%
Fidelity MSCI North American Subset Index ETFFidelity Covington Trust18.2K sh$3.3M0.28%
Fidelity Series Sustainable U.S. Market FundFidelity Summer Street Trust1K sh$192.5K0.27%
Invesco Multi-Strategy FundAIM Investment Funds (Invesco Investment Funds)3.6K sh$662.7K0.27%
Allspring Disciplined Large Cap PortfolioALLSPRING MASTER TRUST5.3K sh$972.9K0.27%
Sustainable Equity FundRUSSELL INVESTMENT CO3.9K sh$719.7K0.27%
Nationwide Large Cap Equity PortfolioNationwide Mutual Funds36.3K sh$6.7M0.26%
Calamos Growth & Income FundCALAMOS INVESTMENT TRUST/IL49.1K sh$9M0.26%
Allspring Disciplined U.S. Core FundALLSPRING FUNDS TRUST29.5K sh$5.4M0.26%
Global Equity FundRUSSELL INVESTMENT CO55.3K sh$10.2M0.26%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust137.5K sh$25.3M0.26%
E*TRADE No Fee Large Cap Index FundE Trade Trust1.9K sh$340.6K0.26%
Tax-Managed U.S. Large Cap FundRUSSELL INVESTMENT CO173.5K sh$31.9M0.25%
BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust75.1K sh$13.8M0.25%
Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS17.4K sh$3.2M0.25%
Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds59.4K sh$10.9M0.24%
Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS62 sh$11.4K0.24%
Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust4.6K sh$848K0.24%
Nuveen S&P 500 Index FundTIAA-CREF Funds174.3K sh$32.1M0.24%
Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS635 sh$116.9K0.23%
U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC182.1K sh$33.5M0.23%
Pacer Trendpilot US Large Cap ETFPacer Funds Trust41.4K sh$7.6M0.23%
Global X S&P 500 Covered Call ETFGLOBAL X FUNDS41.1K sh$7.6M0.23%
Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust239.2K sh$44M0.23%
Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST1.8M sh$336.3M0.23%
Global X S&P 500 Christian Values ETFGLOBAL X FUNDS101 sh$18.6K0.23%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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