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 2025
Institutional positions in Salesforce, Inc. as of Jun 30, 2025. 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
- 2,960
- +48 vs. Q1 2025
- Shares held
- 771.0M
- −7.79M (−1.0%) vs. Q1 2025
- Total value
- $210.0B
- +$1.40B (+0.7%) vs. Q1 2025
- New holders
- 239
- 1,404 more added
- Sold out
- 191
- 1,040 more reduced
44 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New Republic Capital, LLC | 1,976 | $539.6K | 0.19% | +24+1.2% | Added |
| Brady Martz Wealth Solutions, LLC | 1,981 | $540.2K | 0.10% | −37−1.8% | Reduced |
| Synergy Financial Group, LTD | 1,987 | $541.8K | 0.40% | −138−6.5% | Reduced |
| Accel Wealth Management | 1,987 | $542.0K | 0.18% | −26−1.3% | Reduced |
| Poehling Capital Management, LLC | 1,989 | $542.4K | 0.13% | +75+3.9% | Added |
| FF Advisors,LLC | 1,992 | $543.2K | 0.28% | +43+2.2% | Added |
| Corient IA LLC | 2,000 | $545.4K | 0.32% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 2,000 | $545.4K | 0.07% | 00.0% | Unchanged |
| Covenant Partners, LLC | 2,001 | $545.7K | 0.16% | 00.0% | Unchanged |
| Advisor Resource Council | 2,003 | $546.2K | 0.27% | −12,340−86.0% | Reduced |
| Capital Advantage, Inc. | 2,003 | $546.3K | 0.09% | −35−1.7% | Reduced |
| Blackhawk Capital Partners LLC. | 2,004 | $546.5K | 0.25% | +64+3.3% | Added |
| Jeppson Wealth Management, LLC | 2,009 | $547.9K | 0.19% | +120+6.4% | Added |
| Centurion Wealth Management LLC | 2,011 | $548.5K | 0.16% | +218+12.2% | Added |
| Meeder Asset Management Inc | 2,012 | $548.7K | 0.03% | −42−2.0% | Reduced |
| Leuthold Group, LLC | 2,016 | $549.7K | 0.07% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 2,019 | $550.6K | 0.39% | −534−20.9% | Reduced |
| Traveka Wealth, LLC | 2,021 | $551.0K | 0.29% | +114+6.0% | Added |
| Roberts Glore & Co Inc | 2,022 | $551.4K | 0.16% | −30−1.5% | Reduced |
| Perennial Advisors, LLC | 2,023 | $551.7K | 0.10% | −4−0.2% | Reduced |
| Parisi Gray Wealth Management | 2,026 | $552.5K | 0.16% | −1,217−37.5% | Reduced |
| Victory Financial Group, LLC | 2,030 | $553.6K | 0.09% | +199+10.9% | Added |
| Rexford Capital Inc | 2,038 | $555.7K | 0.46% | +2,038 | New |
| Seven Mile Advisory | 2,044 | $557.4K | 0.34% | −41−2.0% | Reduced |
| Winthrop Advisory Group LLC | 2,045 | $558.4K | 0.05% | +45+2.3% | Added |
| IVC Wealth Advisors LLC | 2,050 | $559.0K | 0.27% | −7−0.3% | Reduced |
| LifeWealth Investments, LLC | 2,054 | $560.2K | 0.10% | +1,041+102.8% | Added |
| Latko Wealth Management, Ltd. | 2,059 | $561.0K | 0.32% | +54+2.7% | Added |
| Gabelli Funds LLC | 2,060 | $561.7K | 0.00% | −25−1.2% | Reduced |
| Kathmere Capital Management, LLC | 2,061 | $562.0K | 0.04% | +868+72.8% | Added |
| Silver Coast Investments LLC | 2,067 | $563.7K | 0.20% | +139+7.2% | Added |
| Griffin Asset Management, Inc. | 2,068 | $563.9K | 0.07% | −897−30.3% | Reduced |
| Persium Advisors, LLC | 2,074 | $565.6K | 0.47% | +121+6.2% | Added |
| Liberty Wealth Management LLC | 2,076 | $566.1K | 0.09% | +2,076 | New |
| J. W. Coons Advisors, LLC | 2,078 | $566.6K | 0.13% | +200+10.6% | Added |
| Vista Cima Wealth Management LLC | 2,081 | $567.5K | 0.53% | +54+2.7% | Added |
| Apriem Advisors | 2,085 | $568.6K | 0.06% | +1,060+103.4% | Added |
| Consilio Wealth Advisors, LLC | 2,082 | $569.3K | 0.20% | +936+81.7% | Added |
| SummitTX Capital, L.P. | 2,100 | $572.6K | 0.03% | +206+10.9% | Added |
| Ferguson Wellman Capital Management, Inc | 2,104 | $573.7K | 0.01% | −1,588−43.0% | Reduced |
| Revolve Wealth Partners, LLC | 2,106 | $574.3K | 0.08% | +160+8.2% | Added |
| Fedenia Advisers LLC | 2,110 | $575.4K | 0.27% | −97−4.4% | Reduced |
| Vista Investment Management | 2,111 | $575.6K | 0.21% | −139−6.2% | Reduced |
| Financial Enhancement Group LLC | 2,240 | $578.1K | 0.08% | −14−0.6% | Reduced |
| BIP Wealth, LLC | 2,128 | $580.3K | 0.04% | −24−1.1% | Reduced |
| Laffer Tengler Investments | 2,130 | $580.8K | 0.10% | +1,347+172.0% | Added |
| TFB Advisors LLC | 2,133 | $581.6K | 0.15% | +14+0.7% | Added |
| Founders Financial Alliance, LLC | 2,134 | $582.0K | 0.13% | +326+18.0% | Added |
| Peterson Wealth Services | 2,135 | $582.2K | 0.16% | +4+0.2% | Added |
| D'Orazio & Associates, Inc. | 2,140 | $583.4K | 0.08% | +52+2.5% | Added |
| Berger Financial Group, Inc | 2,141 | $584.0K | 0.04% | −132−5.8% | Reduced |
| Harmony Asset Management LLC | 2,148 | $585.8K | 0.22% | −15−0.7% | Reduced |
| Nordwand Advisors, LLC | 2,158 | $588.5K | 0.09% | +2,158 | New |
| Bank of Hawaii | 2,163 | $589.8K | 0.03% | −1,449−40.1% | Reduced |
| Carson Advisory Inc. | 2,169 | $591.5K | 0.38% | +22+1.0% | Added |
| Berbice Capital Management LLC | 2,170 | $591.7K | 0.41% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 2,170 | $591.7K | 0.11% | +12+0.6% | Added |
| BXM Wealth LLC | 2,172 | $592.3K | 0.70% | −90−4.0% | Reduced |
| Natural Investments, LLC | 2,177 | $593.0K | 0.15% | +394+22.1% | Added |
| Wilson & Boucher Capital Management, LLC | 2,175 | $593.1K | 0.41% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2,180 | $594.4K | 0.04% | +219+11.2% | Added |
| Addison Advisors LLC | 2,181 | $594.7K | 0.15% | +115+5.6% | Added |
| Carrera Capital Advisors | 2,182 | $595.8K | 0.12% | +1,365+167.1% | Added |
| Crumly & Associates Inc. | 2,189 | $596.9K | 0.15% | −39−1.8% | Reduced |
| WBH Advisory Inc | 2,206 | $601.6K | 0.05% | +24+1.1% | Added |
| Financial Advisory Corp | 2,206 | $602.0K | 0.18% | +984+80.5% | Added |
| Mach-1 Financial Group, Inc. | 2,212 | $603.2K | 0.18% | +2,212 | New |
| IFG Advisors, LLC | 2,216 | $604.3K | 0.10% | +501+29.2% | Added |
| Redwood Financial Network Corp | 2,218 | $604.8K | 0.41% | +133+6.4% | Added |
| Avidian Wealth Solutions, LLC | 2,225 | $606.7K | 0.02% | −63−2.8% | Reduced |
| Sage Private Wealth Group, LLC | 2,228 | $607.8K | 0.39% | +247+12.5% | Added |
| Fort Sheridan Advisors LLC | 2,230 | $608.1K | 0.09% | 00.0% | Unchanged |
| Coign Capital Advisors LLC | 2,231 | $608.4K | 0.41% | +48+2.2% | Added |
| Bingham Private Wealth, LLC | 2,237 | $610.0K | 0.58% | −47−2.1% | Reduced |
| Sunpointe, LLC | 2,237 | $611.1K | 0.24% | +724+47.9% | Added |
| McHugh Group, LLC | 2,250 | $613.6K | 0.41% | 00.0% | Unchanged |
| SFM, LLC | 2,255 | $615.0K | 0.39% | +56+2.5% | Added |
| BankPlus Wealth Management LLC | 2,264 | $617.4K | 0.41% | +42+1.9% | Added |
| Walkner Condon Financial Advisors LLC | 2,266 | $617.8K | 0.11% | +66+3.0% | Added |
| Aries Wealth Management | 2,266 | $617.9K | 0.16% | +526+30.2% | Added |
| RAM Investment Partners, LLC | 2,272 | $619.5K | 0.13% | +53+2.4% | Added |
| Verdence Capital Advisors LLC | 2,275 | $620.4K | 0.04% | +57+2.6% | Added |
| IFG Advisory, LLC | 2,279 | $621.5K | 0.03% | +14+0.6% | Added |
| Cim Investment Mangement Inc | 2,281 | $622.0K | 0.12% | −9−0.4% | Reduced |
| Farringdon Capital, Ltd. | 2,288 | $623.9K | 0.21% | +2,288 | New |
| Leavell Investment Management, Inc. | 2,287 | $624.8K | 0.03% | −607−21.0% | Reduced |
| Patron Partners Advisors, LLC | 2,294 | $625.6K | 0.31% | +99+4.5% | Added |
| Cornerstone Select Advisors, LLC | 2,297 | $626.4K | 0.55% | +35+1.5% | Added |
| Elevated Capital Advisors, LLC | 2,334 | $626.4K | 0.18% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2,297 | $626.4K | 0.18% | −70−3.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,296 | $627.0K | 0.01% | −9−0.4% | Reduced |
| Magnus Financial Group LLC | 2,301 | $627.6K | 0.06% | +229+11.1% | Added |
| Parkside Advisors LLC | 2,299 | $627.9K | 0.14% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 2,303 | $628.0K | 0.32% | 00.0% | Unchanged |
| Hartford Funds Management Co LLC | 2,307 | $629.5K | 0.05% | −357−13.4% | Reduced |
| Baxter Bros Inc | 2,314 | $631.0K | 0.08% | −188−7.5% | Reduced |
| 17 Capital Partners, LLC | 2,321 | $632.9K | 0.37% | +44+1.9% | Added |
| Koss-Olinger Consulting, LLC | 2,331 | $635.6K | 0.05% | −12−0.5% | Reduced |
| Xcel Wealth Management, LLC | 2,350 | $640.8K | 0.18% | −25−1.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,353 | $641.8K | 0.08% | +283+13.7% | Added |