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
- 2,959
- +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
- 1,403 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 |
|---|---|---|---|---|---|
| Sunflower Bank, N.A. | 2,902 | $791.3K | 0.20% | +31+1.1% | Added |
| AssuredPartners Investment Advisors, LLC | 2,906 | $792.4K | 0.19% | +575+24.7% | Added |
| Parkside Financial Bank & Trust | 2,906 | $792.4K | 0.09% | +131+4.7% | Added |
| Knuff & Co LLC | 2,910 | $793.5K | 0.25% | −25−0.9% | Reduced |
| Baron Wealth Management LLC | 2,912 | $794.1K | 0.28% | −841−22.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 2,926 | $797.9K | 0.63% | +89+3.1% | Added |
| Bienville Capital Management, LLC | 2,924 | $798.6K | 0.16% | 00.0% | Unchanged |
| Alpha Family Trust | 2,935 | $800.3K | 0.40% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,935 | $800.3K | 0.41% | −63−2.1% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,950 | $804.5K | 0.12% | −103−3.4% | Reduced |
| Hilltop National Bank | 2,954 | $805.5K | 0.21% | +2,954 | New |
| Proficio Capital Partners LLC | 2,957 | $806.4K | 0.05% | +202+7.3% | Added |
| Sivia Capital Partners, LLC | 2,958 | $806.6K | 0.27% | +106+3.7% | Added |
| Argyle Capital Partners, LLC | 2,964 | $808.3K | 0.67% | −217−6.8% | Reduced |
| B&L Asset Management LLC | 2,965 | $808.5K | 0.46% | +170+6.1% | Added |
| Donald L. Hagan, LLC | 2,968 | $809.3K | 0.40% | +2,968 | New |
| Cypress Wealth Services, LLC | 2,969 | $809.6K | 0.14% | +2,969 | New |
| TradeLink Capital LLC | 3,000 | $818.0K | 2.90% | +3,000 | New |
| Warm Springs Advisors Inc. | 3,004 | $819.2K | 0.70% | −74−2.4% | Reduced |
| Davy Global Fund Management Ltd | 3,006 | $819.7K | 0.07% | +1,100+57.7% | Added |
| Joel Isaacson & Co., LLC | 3,011 | $821.1K | 0.03% | +123+4.3% | Added |
| Concentrum Wealth Management | 3,022 | $824.2K | 0.26% | −2−0.1% | Reduced |
| Krane Funds Advisors LLC | 3,025 | $824.9K | 0.03% | +161+5.6% | Added |
| Pointe Capital Management LLC | 3,027 | $825.4K | 0.43% | +63+2.1% | Added |
| AGH Wealth Advisors, LLC | 3,036 | $827.9K | 0.68% | −27−0.9% | Reduced |
| Davis R M Inc | 3,037 | $828.1K | 0.02% | −14−0.5% | Reduced |
| Modern Wealth Management, LLC | 3,039 | $828.8K | 0.02% | +289+10.5% | Added |
| Wealth Advisors of Iowa, LLC | 3,040 | $829.0K | 0.31% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 3,051 | $832.0K | 0.30% | −13−0.4% | Reduced |
| Integrated Investment Consultants, LLC | 3,054 | $832.8K | 0.16% | −492−13.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,065 | $835.7K | 0.07% | −487−13.7% | Reduced |
| Waverton Investment Management Ltd | 3,073 | $837.7K | 0.01% | 00.0% | Unchanged |
| Holderness Investments Co | 3,074 | $838.2K | 0.18% | +163+5.6% | Added |
| Quent Capital, LLC | 3,074 | $838.4K | 0.08% | −28−0.9% | Reduced |
| Roxbury Financial LLC | 3,077 | $839.0K | 0.82% | −50−1.6% | Reduced |
| Tranquility Partners, LLC | 3,077 | $839.1K | 0.30% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 3,077 | $839.1K | 0.14% | +1,075+53.7% | Added |
| Boston Trust Walden Corp | 3,086 | $841.5K | 0.01% | +1,030+50.1% | Added |
| My Legacy Advisors, LLC | 3,199 | $844.4K | 0.30% | +259+8.8% | Added |
| Nichols & Pratt Advisers LLP | 3,115 | $849.4K | 0.06% | +800+34.6% | Added |
| Harbour Investments, Inc. | 3,121 | $851.1K | 0.02% | +87+2.9% | Added |
| Northern Oak Wealth Management Inc | 3,122 | $851.3K | 0.11% | +7+0.2% | Added |
| XML Financial, LLC | 3,123 | $851.6K | 0.07% | −117−3.6% | Reduced |
| Abbot Financial Management, Inc. | 3,123 | $851.7K | 0.39% | +375+13.6% | Added |
| Meadow Creek Wealth Advisors LLC | 3,128 | $853.0K | 0.58% | −425−12.0% | Reduced |
| Capital Management Associates | 3,150 | $859.0K | 1.40% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 3,158 | $861.1K | 0.07% | +121+4.0% | Added |
| Barings LLC | 3,158 | $861.2K | 0.02% | −626−16.5% | Reduced |
| Mattson Financial Services, LLC | 3,158 | $861.2K | 0.23% | +44+1.4% | Added |
| Gamco Investors, Inc. Et Al | 3,159 | $861.4K | 0.01% | −31−1.0% | Reduced |
| Sage Rhino Capital LLC | 3,176 | $866.1K | 0.18% | +10+0.3% | Added |
| Amica Retiree Medical Trust | 3,184 | $868.0K | 1.25% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,193 | $870.0K | 0.06% | −314−9.0% | Reduced |
| 3Chopt Investment Partners, LLC | 3,187 | $870.3K | 0.21% | +917+40.4% | Added |
| Cromwell Holdings LLC | 3,188 | $870.7K | 0.53% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,198 | $872.2K | 0.06% | +68+2.2% | Added |
| Liberty One Investment Management, LLC | 3,211 | $875.7K | 0.09% | +46+1.5% | Added |
| Blodgett Wealth Advisors, LLC | 3,213 | $876.0K | 0.69% | +200+6.6% | Added |
| White Pine Capital LLC | 3,222 | $878.6K | 0.28% | +795+32.8% | Added |
| Meridian Investment Counsel Inc. | 3,230 | $880.8K | 0.24% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 3,230 | $880.8K | 0.78% | +69+2.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,245 | $884.9K | 0.10% | +3,245 | New |
| Trueblood Wealth Management, LLC | 3,246 | $885.1K | 0.37% | +21+0.7% | Added |
| Integrity Alliance, LLC. | 3,252 | $886.8K | 0.05% | −4,485−58.0% | Reduced |
| Roberts Capital Advisors, LLC | 3,262 | $889.5K | 0.66% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 3,262 | $889.5K | 0.63% | +62+1.9% | Added |
| Aprio Wealth Management, LLC | 3,263 | $889.9K | 0.10% | −964−22.8% | Reduced |
| Fiduciary Family Office, LLC | 3,270 | $891.7K | 0.29% | −2,020−38.2% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 3,271 | $892.0K | 0.13% | −561−14.6% | Reduced |
| Cyr Financial Inc. | 3,273 | $892.6K | 0.69% | +511+18.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,274 | $892.8K | 0.12% | +787+31.6% | Added |
| Root Financial Partners, LLC | 3,286 | $895.9K | 0.09% | +697+26.9% | Added |
| TFG Advisers LLC | 3,294 | $898.4K | 0.31% | +20+0.6% | Added |
| Legacy Capital Group California, Inc. | 3,300 | $899.9K | 0.25% | +853+34.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,306 | $901.5K | 0.17% | +60+1.8% | Added |
| First Citizens Bank & Trust Co | 3,315 | $904.0K | 0.02% | −1,197−26.5% | Reduced |
| Aspire Growth Partners LLC | 3,316 | $904.2K | 0.74% | −153−4.4% | Reduced |
| Westerkirk Capital Inc. | 3,318 | $904.8K | 0.11% | +3,318 | New |
| Great Diamond Partners, LLC | 3,319 | $905.1K | 0.19% | +216+7.0% | Added |
| TBH Global Asset Management, LLC | 3,321 | $905.5K | 0.19% | +8+0.2% | Added |
| Nvest Financial, LLC | 3,331 | $908.3K | 0.47% | +618+22.8% | Added |
| Monetary Management Group Inc | 3,340 | $910.8K | 0.22% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 3,341 | $911.0K | 0.04% | +331+11.0% | Added |
| Eads & Heald Wealth Management | 3,342 | $911.0K | 0.45% | +232+7.5% | Added |
| Nwam LLC | 3,529 | $912.8K | 0.05% | +3,529 | New |
| Strategic Wealth Designers | 3,352 | $913.9K | 1.32% | +324+10.7% | Added |
| Klingman & Associates, LLC | 3,354 | $914.6K | 0.05% | +356+11.9% | Added |
| ARS Wealth Advisors Group, LLC | 3,362 | $916.7K | 0.11% | +290+9.4% | Added |
| Crescent Sterling, Ltd. | 3,363 | $917.1K | 1.03% | +285+9.3% | Added |
| Mayflower Financial Advisors, LLC | 3,385 | $923.1K | 0.13% | −148−4.2% | Reduced |
| Waldron Private Wealth LLC | 3,381 | $923.4K | 0.04% | −65−1.9% | Reduced |
| Kennebec Savings Bank | 3,388 | $923.9K | 0.91% | +190+5.9% | Added |
| Payden & Rygel | 3,400 | $927.0K | 0.08% | −25,500−88.2% | Reduced |
| Virtue Capital Management, LLC | 3,400 | $927.0K | 0.17% | +843+33.0% | Added |
| Everest Management Corp. | 3,407 | $929.1K | 0.67% | −490−12.6% | Reduced |
| BluePath Capital Management, LLC | 3,409 | $929.5K | 0.82% | +636+22.9% | Added |
| Americana Partners, LLC | 3,425 | $934.0K | 0.03% | −14,516−80.9% | Reduced |
| Alliance Wealth Advisors, LLC | 3,441 | $938.4K | 0.23% | +909+35.9% | Added |
| Staley Capital Advisers Inc | 3,443 | $938.9K | 0.04% | +100+3.0% | Added |
| Howland Capital Management LLC | 3,448 | $941.7K | 0.04% | −16−0.5% | Reduced |