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 |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 3,513 | $942.7K | 0.16% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 3,457 | $942.7K | 0.07% | +255+8.0% | Added |
| Hazlett, Burt & Watson, Inc. | 3,462 | $943.0K | 0.39% | +277+8.7% | Added |
| Nicholas Hoffman & Company, LLC. | 3,459 | $943.3K | 0.02% | +577+20.0% | Added |
| Roman Butler Fullerton & Co | 3,508 | $943.9K | 0.28% | +601+20.7% | Added |
| Kraematon Investment Advisors, Inc | 3,466 | $945.1K | 0.89% | +3+0.1% | Added |
| Talon Private Wealth, LLC | 3,481 | $949.2K | 0.13% | +157+4.7% | Added |
| Cascade Investment Group, Inc. | 3,493 | $952.5K | 0.67% | +190+5.8% | Added |
| Garden State Investment Advisory Services LLC | 3,495 | $956.1K | 0.26% | +135+4.0% | Added |
| First National Bank | 3,507 | $956.3K | 0.55% | −142−3.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,524 | $960.8K | 0.44% | −764−17.8% | Reduced |
| Soltis Investment Advisors LLC | 3,528 | $962.0K | 0.08% | +732+26.2% | Added |
| Curated Wealth Partners LLC | 3,556 | $969.7K | 0.11% | +2,257+173.7% | Added |
| Probity Advisors, Inc. | 3,568 | $973.0K | 0.17% | +224+6.7% | Added |
| Advisory Alpha, LLC | 3,571 | $974.0K | 0.03% | +843+30.9% | Added |
| Moss Adams Wealth Advisors LLC | 3,571 | $975.3K | 0.09% | +860+31.7% | Added |
| Northstar Advisory Group, LLC | 3,578 | $975.7K | 0.48% | −6,428−64.2% | Reduced |
| Sargent Investment Group, LLC | 3,917 | $976.0K | 0.13% | −285−6.8% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 3,590 | $979.0K | 0.68% | +49+1.4% | Added |
| Sym Financial Corp | 3,591 | $979.2K | 0.11% | −1,058−22.8% | Reduced |
| Sky Investment Group LLC | 3,595 | $980.3K | 0.17% | +65+1.8% | Added |
| Romano Brothers and Company | 3,597 | $980.9K | 0.12% | −376−9.5% | Reduced |
| Summit Global Investments | 3,597 | $981.0K | 0.06% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 3,602 | $982.3K | 0.34% | −63−1.7% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,607 | $983.6K | 0.13% | −911−20.2% | Reduced |
| New Insight Wealth Advisors | 3,607 | $983.6K | 0.40% | −122−3.3% | Reduced |
| Cottage Street Advisors LLC | 3,608 | $983.8K | 0.51% | −343−8.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 4,251 | $984.7K | 0.32% | −161−3.6% | Reduced |
| Duncan Williams Asset Management, LLC | 3,616 | $986.0K | 0.31% | +480+15.3% | Added |
| Oxler Private Wealth LLC | 3,617 | $986.3K | 0.31% | −56−1.5% | Reduced |
| Connecticut Wealth Management, LLC | 3,622 | $987.7K | 0.05% | +3+0.1% | Added |
| MWA Asset Management | 3,628 | $989.2K | 0.61% | +24+0.7% | Added |
| Csenge Advisory Group | 3,728 | $989.3K | 0.05% | −159−4.1% | Reduced |
| Lederer & Associates Investment Counsel | 3,633 | $991.0K | 0.66% | +3,633 | New |
| Prostatis Group LLC | 3,641 | $992.9K | 0.28% | −796−17.9% | Reduced |
| Sierra Capital LLC | 3,646 | $994.0K | 0.11% | +7+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 3,654 | $996.4K | 0.48% | +1,106+43.4% | Added |
| Souders Financial Advisors | 3,655 | $996.7K | 0.13% | −3,258−47.1% | Reduced |
| Ecofi Investissements SA | 4,400 | $999.2K | 1.17% | +1,150+35.4% | Added |
| Investment Partners Asset Management, Inc. | 3,672 | $1.00M | 0.70% | +183+5.2% | Added |
| Consilium Wealth Advisory, LLC | 3,675 | $1.00M | 0.42% | −84−2.2% | Reduced |
| Guardian Partners Inc. | 3,705 | $1.00M | 0.09% | +3,705 | New |
| Twin City Private Wealth, LLC | 3,678 | $1.00M | 0.82% | +10.0% | Added |
| Seed Wealth Management, Inc. | 3,685 | $1.00M | 0.75% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,686 | $1.00M | 0.05% | −3,040−45.2% | Reduced |
| Oder Investment Management, LLC | 3,698 | $1.01M | 0.76% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 3,718 | $1.01M | 0.40% | +179+5.1% | Added |
| Burford Brothers, Inc. | 3,731 | $1.02M | 0.47% | +61+1.7% | Added |
| Masso Torrence Wealth Management Inc. | 3,751 | $1.02M | 0.47% | +249+7.1% | Added |
| AustralianSuper Pty Ltd | 3,752 | $1.02M | 0.01% | −183,541−98.0% | Reduced |
| Terry L. Blaker | 3,769 | $1.03M | 0.04% | −447−10.6% | Reduced |
| Forefront Wealth Partners, LLC | 3,078 | $1.03M | 0.71% | −142−4.4% | Reduced |
| United Community Bank | 3,779 | $1.03M | 0.35% | +326+9.4% | Added |
| Wrapmanager Inc | 3,787 | $1.03M | 0.25% | −48−1.3% | Reduced |
| Cape Investment Advisory, Inc. | 3,799 | $1.04M | 0.38% | +109+3.0% | Added |
| Valmark Advisers, Inc. | 3,804 | $1.04M | 0.01% | +44+1.2% | Added |
| GM Advisory Group, Inc. | 3,811 | $1.04M | 0.05% | +2,462+182.5% | Added |
| Putney Financial Group LLC | 3,820 | $1.04M | 1.05% | −165−4.1% | Reduced |
| Stansberry Asset Management, LLC | 3,832 | $1.04M | 0.11% | −13,849−78.3% | Reduced |
| Grove Bank & Trust | 3,838 | $1.05M | 0.13% | −34−0.9% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 3,857 | $1.05M | 0.79% | +2,225+136.3% | Added |
| Birinyi Associates Inc | 3,858 | $1.05M | 0.31% | 00.0% | Unchanged |
| OV Management LLC | 3,871 | $1.06M | 0.88% | −6,453−62.5% | Reduced |
| Unified Investment Management | 3,875 | $1.06M | 1.13% | +56+1.5% | Added |
| West Family Investments, Inc. | 3,876 | $1.06M | 0.28% | +1,060+37.6% | Added |
| Carnegie Lake Advisors LLC | 3,886 | $1.06M | 0.42% | 00.0% | Unchanged |
| Bradyco, Inc. | 3,894 | $1.06M | 0.78% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,896 | $1.06M | 0.07% | +427+12.3% | Added |
| Fiduciary Financial Group, LLC | 3,915 | $1.06M | 0.19% | −400−9.3% | Reduced |
| Blueshift Asset Management, LLC | 3,906 | $1.07M | 0.33% | +3,906 | New |
| Fox Run Management, L.L.C. | 3,907 | $1.07M | 0.18% | +3,907 | New |
| Carr Financial Group Corp | 3,912 | $1.07M | 0.31% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 3,928 | $1.07M | 0.66% | +441+12.6% | Added |
| Wincap Financial LLC | 3,936 | $1.07M | 0.86% | +119+3.1% | Added |
| Magnolia Capital Advisors LLC | 3,939 | $1.07M | 0.27% | −146−3.6% | Reduced |
| Minot DeBlois Advisors LLC | 3,945 | $1.08M | 1.02% | +40+1.0% | Added |
| Lebenthal Global Advisors, LLC | 3,948 | $1.08M | 0.20% | −258−6.1% | Reduced |
| Trillium Asset Management, LLC | 3,962 | $1.08M | 0.03% | −10.0% | Reduced |
| FCG Investment Co | 3,961 | $1.08M | 0.56% | −3,693−48.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,973 | $1.08M | 0.25% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 3,976 | $1.08M | 0.22% | +350+9.7% | Added |
| Trust Point Inc. | 4,001 | $1.09M | 0.10% | −233−5.5% | Reduced |
| Stableford Capital II LLC | 4,067 | $1.09M | 0.41% | +4,067 | New |
| Bank Ozk | 4,020 | $1.10M | 0.42% | −268−6.3% | Reduced |
| North Star Investment Management Corp. | 4,029 | $1.10M | 0.08% | +4+0.1% | Added |
| ClearAlpha Technologies LP | 4,044 | $1.10M | 3.18% | +3,283+431.4% | Added |
| Anchor Investment Management, LLC | 4,044 | $1.10M | 0.10% | +157+4.0% | Added |
| Bridges Investment Management Inc | 4,045 | $1.10M | 0.01% | +90+2.3% | Added |
| Greykasell Wealth Strategies, Inc. | 4,054 | $1.11M | 0.53% | +95+2.4% | Added |
| Wulff, Hansen & Co. | 4,070 | $1.11M | 0.95% | +1,455+55.6% | Added |
| BSW Wealth Partners | 4,078 | $1.11M | 0.15% | +170+4.4% | Added |
| Copperleaf Capital, LLC | 4,081 | $1.11M | 0.56% | −261−6.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 4,088 | $1.11M | 0.04% | +388+10.5% | Added |
| Argus Investors' Counsel, Inc. | 4,096 | $1.12M | 0.79% | −687−14.4% | Reduced |
| Congress Asset Management Co | 4,111 | $1.12M | 0.01% | −301,974−98.7% | Reduced |
| Ausdal Financial Partners, Inc. | 4,121 | $1.12M | 0.07% | −124−2.9% | Reduced |
| Old Point Trust & Financial Services N A | 4,122 | $1.12M | 0.39% | +490+13.5% | Added |
| PFG Advisors | 4,150 | $1.13M | 0.05% | +1,389+50.3% | Added |
| Octavia Wealth Advisors, LLC | 4,146 | $1.13M | 0.13% | −20−0.5% | Reduced |
| Gallagher Capital Advisors, LLC | 4,203 | $1.13M | 0.92% | −550−11.6% | Reduced |