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 |
|---|---|---|---|---|---|
| Appleton Partners Inc | 2,355 | $642.0K | 0.05% | +59+2.6% | Added |
| LeClair Wealth Partners LLC | 2,358 | $643.0K | 0.44% | −239−9.2% | Reduced |
| Demars Financial Group, LLC | 2,363 | $644.3K | 0.25% | −572,907−99.6% | Reduced |
| WealthCollab, LLC | 2,377 | $648.2K | 0.36% | +31+1.3% | Added |
| Twinbeech Capital LP | 2,383 | $649.8K | 0.01% | −5,807−70.9% | Reduced |
| Drucker Wealth 3.0, LLC | 2,405 | $651.6K | 0.13% | −832−25.7% | Reduced |
| Bellecapital International Ltd. | 2,391 | $652.0K | 0.12% | −175−6.8% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,388 | $652.3K | 0.18% | −89−3.6% | Reduced |
| Soundwatch Capital LLC | 1,115 | $653.8K | 0.14% | +1,115 | New |
| Kapstone Financial Advisors LLC | 2,408 | $656.6K | 0.33% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 2,409 | $657.0K | 0.03% | −57−2.3% | Reduced |
| Scott Marsh Financial, LLC | 2,424 | $661.0K | 0.25% | +2,424 | New |
| Marino, Stram & Associates LLC | 2,425 | $661.2K | 0.13% | +22+0.9% | Added |
| Millstone Evans Group, LLC | 2,427 | $661.8K | 0.45% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,508 | $661.9K | 0.28% | +988+65.0% | Added |
| Catalyst Private Wealth, LLC | 2,431 | $662.9K | 0.29% | −426−14.9% | Reduced |
| International Assets Investment Management, LLC | 2,436 | $664.2K | 0.05% | −1,081−30.7% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 2,439 | $665.1K | 0.41% | −25−1.0% | Reduced |
| Waterway Wealth Management, LLC | 2,443 | $666.2K | 0.20% | +2,443 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 2,444 | $666.5K | 0.06% | +142+6.2% | Added |
| King Wealth | 2,455 | $669.0K | 0.09% | +1,026+71.8% | Added |
| Kuhn & Co Investment Counsel | 2,467 | $672.7K | 0.51% | 00.0% | Unchanged |
| GWN Securities Inc. | 2,470 | $674.2K | 0.13% | −17,015−87.3% | Reduced |
| Smithfield Trust Co | 2,489 | $677.0K | 0.03% | −390−13.5% | Reduced |
| LVW Advisors, LLC | 2,484 | $677.4K | 0.08% | +87+3.6% | Added |
| Karani Asset Management LLC | 2,484 | $677.4K | 0.66% | +2,484 | New |
| Fortitude Family Office, LLC | 2,485 | $677.6K | 0.22% | −86−3.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,489 | $678.9K | 0.00% | +68+2.8% | Added |
| Castle Rock Wealth Management, LLC | 2,579 | $680.2K | 0.16% | −2,143−45.4% | Reduced |
| Capital Investment Advisory Services, LLC | 2,496 | $680.5K | 0.06% | +63+2.6% | Added |
| Windsor Capital Management, LLC | 2,507 | $683.6K | 0.20% | −6−0.2% | Reduced |
| Fiduciary Alliance LLC | 2,509 | $684.2K | 0.05% | +2,509 | New |
| Gryphon Financial Partners LLC | 2,514 | $685.5K | 0.09% | −78−3.0% | Reduced |
| Atlantic Trust, LLC | 2,521 | $687.4K | 0.13% | +46+1.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,518 | $687.5K | 0.24% | +709+39.2% | Added |
| Lokken Investment Group LLC | 2,523 | $688.0K | 0.27% | −115−4.4% | Reduced |
| Runnymede Capital Advisors, Inc. | 2,530 | $689.9K | 0.64% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 2,540 | $692.7K | 0.08% | +480+23.3% | Added |
| Legacy Private Trust Co. | 2,552 | $695.9K | 0.04% | −1,178−31.6% | Reduced |
| Kozak & Associates, Inc. | 2,574 | $697.3K | 0.14% | +3+0.1% | Added |
| Austin Private Wealth, LLC | 2,562 | $698.6K | 0.06% | −469−15.5% | Reduced |
| City State Bank | 2,563 | $698.9K | 0.22% | +50+2.0% | Added |
| Arbor Capital Management Inc | 2,640 | $701.5K | 0.61% | +2,640 | New |
| Richard P Slaughter Associates Inc | 2,573 | $701.6K | 0.14% | +271+11.8% | Added |
| Citizens National Bank Trust Department | 2,575 | $702.2K | 0.14% | +633+32.6% | Added |
| Calamos Wealth Management LLC | 2,576 | $702.5K | 0.03% | −31,832−92.5% | Reduced |
| Chemung Canal Trust Co | 2,577 | $702.7K | 0.15% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,589 | $706.0K | 0.11% | +662+34.4% | Added |
| Dynamic Technology Lab Private Ltd | 2,590 | $706.0K | 0.10% | +820+46.3% | Added |
| AdvisorNet Financial, Inc | 2,591 | $706.5K | 0.05% | −49−1.9% | Reduced |
| Westover Capital Advisors, LLC | 2,593 | $707.1K | 0.14% | −1,799−41.0% | Reduced |
| FineMark National Bank & Trust | 2,594 | $707.4K | 0.02% | +503+24.1% | Added |
| Milestone Asset Management, LLC | 2,596 | $707.9K | 0.15% | +644+33.0% | Added |
| Saiph Capital, LLC | 2,602 | $709.7K | 0.28% | +531+25.6% | Added |
| Clarendon Private LLC | 2,603 | $709.8K | 0.68% | +113+4.5% | Added |
| Sherbrooke Park Advisers LLC | 2,603 | $709.8K | 0.31% | +1,554+148.1% | Added |
| Onefund, LLC | 2,604 | $710.0K | 0.51% | −32−1.2% | Reduced |
| Mainsail Financial Group, LLC | 2,759 | $710.7K | 0.33% | +435+18.7% | Added |
| Evermay Wealth Management LLC | 2,607 | $711.6K | 0.09% | +16+0.6% | Added |
| Solstein Capital, LLC | 2,615 | $713.1K | 0.37% | +128+5.1% | Added |
| Three Seasons Wealth, LLC | 2,621 | $715.8K | 0.08% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,629 | $717.0K | 0.18% | +504+23.7% | Added |
| Heritage Wealth Management, Inc. | 2,635 | $718.5K | 0.23% | 00.0% | Unchanged |
| Avalon Trust Co | 2,637 | $719.1K | 0.05% | +868+49.1% | Added |
| Gibbs Wealth Management | 2,646 | $721.6K | 0.14% | +519+24.4% | Added |
| ORG Wealth Partners, LLC | 2,654 | $721.9K | 0.17% | −58−2.1% | Reduced |
| Financial Advisory Service, Inc. | 2,651 | $723.0K | 0.05% | +3+0.1% | Added |
| SPC Financial, Inc. | 2,653 | $723.5K | 0.06% | −68−2.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,681 | $731.1K | 0.09% | +356+15.3% | Added |
| Cornerstone Wealth Group, LLC | 2,688 | $732.9K | 0.06% | +125+4.9% | Added |
| Advisor OS, LLC | 2,689 | $733.2K | 0.07% | +27+1.0% | Added |
| Crown Wealth Group, LLC | 2,690 | $733.6K | 0.28% | −7−0.3% | Reduced |
| Prentice Wealth Management LLC | 2,698 | $735.7K | 0.19% | +53+2.0% | Added |
| Capital Advisors Wealth Management, LLC | 2,699 | $736.0K | 0.12% | −1,768−39.6% | Reduced |
| Midland Wealth Advisors LLC | 2,703 | $737.1K | 0.04% | −270−9.1% | Reduced |
| Childress Capital Advisors, LLC | 2,704 | $737.5K | 0.19% | +218+8.8% | Added |
| Fayez Sarofim & Co | 2,706 | $737.9K | 0.00% | −154−5.4% | Reduced |
| YANKCOM Partnership | 2,713 | $739.8K | 0.36% | +148+5.8% | Added |
| Phillips Wealth Planners LLC | 2,709 | $741.3K | 0.67% | +34+1.3% | Added |
| Teza Capital Management LLC | 2,725 | $743.1K | 0.55% | +2,725 | New |
| Riverbend Wealth Management, LLC | 2,742 | $747.7K | 0.57% | −482−15.0% | Reduced |
| Watts Gwilliam & Co., LLC | 3,062 | $748.0K | 0.12% | −102−3.2% | Reduced |
| Affinity Capital Advisors, LLC | 2,762 | $753.2K | 0.13% | +1,926+230.4% | Added |
| Cypress Advisory Group LLC | 2,769 | $755.1K | 0.59% | +2,000+260.1% | Added |
| Morey & Quinn Wealth Partners, LLC | 2,778 | $757.6K | 0.61% | +25+0.9% | Added |
| Severin Investments, LLC | 2,779 | $757.7K | 0.71% | +470+20.4% | Added |
| Fountainhead AM, LLC | 2,782 | $758.5K | 0.11% | −138−4.7% | Reduced |
| Tandem Capital Management Corp | 2,791 | $761.1K | 0.39% | +158+6.0% | Added |
| Prossimo Advisors, LLC | 2,797 | $763.0K | 0.61% | −585−17.3% | Reduced |
| Zullo Investment Group, Inc. | 2,829 | $771.6K | 0.31% | +192+7.3% | Added |
| Wolff Wiese Magana LLC | 2,832 | $772.3K | 0.48% | −4−0.1% | Reduced |
| MUFG Securities EMEA plc | 2,835 | $773.1K | 0.04% | −225,164−98.8% | Reduced |
| Hill Island Financial LLC | 2,838 | $773.8K | 0.22% | +342+13.7% | Added |
| S&CO Inc | 2,839 | $774.0K | 0.05% | 00.0% | Unchanged |
| Claro Advisors LLC | 2,856 | $778.7K | 0.13% | −2,681−48.4% | Reduced |
| Financial Sense Advisors, Inc. | 2,868 | $782.1K | 0.19% | +2,868 | New |
| Aviso Wealth Management | 2,873 | $783.3K | 0.37% | +116+4.2% | Added |
| Sentry Investment Management LLC | 2,868 | $785.0K | 0.43% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 2,886 | $787.0K | 0.03% | −131−4.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,898 | $790.0K | 0.22% | −304−9.5% | Reduced |