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 |
|---|---|---|---|---|---|
| Strait & Sound Wealth Management LLC | 4,153 | $1.13M | 0.48% | +424+11.4% | Added |
| Key Client Fiduciary Advisors, LLC | 4,156 | $1.13M | 0.46% | +10.0% | Added |
| David J Yvars Group | 4,163 | $1.14M | 0.67% | +938+29.1% | Added |
| Dudley Capital Management, LLC | 4,165 | $1.14M | 0.57% | −23−0.5% | Reduced |
| Richards, Merrill & Peterson, Inc. | 4,167 | $1.14M | 0.54% | −188−4.3% | Reduced |
| L2 Asset Management, LLC | 4,170 | $1.14M | 0.19% | +179+4.5% | Added |
| Ipswich Investment Management Co., Inc. | 4,170 | $1.14M | 0.27% | +472+12.8% | Added |
| Aldebaran Financial Inc. | 4,176 | $1.14M | 1.26% | +10.0% | Added |
| LCM Capital Management Inc | 4,183 | $1.14M | 0.59% | +19+0.5% | Added |
| Doliver Advisors, LP | 4,186 | $1.14M | 0.31% | −1,708−29.0% | Reduced |
| Personal Cfo Solutions, LLC | 4,191 | $1.14M | 0.21% | +547+15.0% | Added |
| Newman Dignan & Sheerar, Inc. | 4,199 | $1.15M | 0.26% | −55−1.3% | Reduced |
| RFG Holdings, Inc. | 4,199 | $1.15M | 0.33% | +1,032+32.6% | Added |
| Larson Financial Group LLC | 4,240 | $1.16M | 0.05% | +504+13.5% | Added |
| KG&L Capital Management,LLC | 4,254 | $1.16M | 0.34% | −1,058−19.9% | Reduced |
| Johnson Financial Group, Inc. | 4,256 | $1.16M | 0.05% | −1,246−22.6% | Reduced |
| Integrated Quantitative Investments LLC | 4,263 | $1.16M | 0.34% | +4,263 | New |
| Inceptionr LLC | 4,276 | $1.17M | 0.27% | +3,084+258.7% | Added |
| First Business Financial Services, Inc. | 4,276 | $1.17M | 0.11% | +4,276 | New |
| Diligent Investors, LLC | 4,283 | $1.17M | 0.28% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 4,287 | $1.17M | 0.09% | −1,147−21.1% | Reduced |
| Wright Investors Service Inc | 4,291 | $1.17M | 0.35% | −10,499−71.0% | Reduced |
| Arjuna Capital | 4,300 | $1.17M | 0.31% | −211−4.7% | Reduced |
| JNBA Financial Advisors | 4,302 | $1.17M | 0.11% | −25−0.6% | Reduced |
| Texas Yale Capital Corp. | 4,324 | $1.18M | 0.04% | −257−5.6% | Reduced |
| Byrne Asset Management LLC | 4,330 | $1.18M | 0.79% | +134+3.2% | Added |
| Salem Investment Counselors Inc | 4,328 | $1.18M | 0.04% | +271+6.7% | Added |
| Hutchinson Financial Advisors, INC | 4,343 | $1.18M | 1.33% | +4,343 | New |
| Worth Financial Advisory Group, LLC | 4,350 | $1.19M | 0.73% | +882+25.4% | Added |
| Bond & Devick Financial Network, Inc. | 4,367 | $1.19M | 0.40% | +235+5.7% | Added |
| Quantum Private Wealth, LLC | 4,373 | $1.19M | 0.39% | −192−4.2% | Reduced |
| Brian Low Financial Group, LLC | 4,378 | $1.19M | 1.12% | +4,378 | New |
| Fairscale Capital, LLC | 4,625 | $1.19M | 0.87% | +221+5.0% | Added |
| Gemmer Asset Management LLC | 4,383 | $1.20M | 0.11% | −1,038−19.1% | Reduced |
| Caxton Associates LLP | 4,391 | $1.20M | 0.03% | +912+26.2% | Added |
| First Foundation Advisors | 4,392 | $1.20M | 0.04% | +3,058+229.2% | Added |
| BancorpSouth Bank | 4,408 | $1.20M | 0.08% | +36+0.8% | Added |
| Elefante Mark B | 4,409 | $1.20M | 0.90% | +992+29.0% | Added |
| Harold Davidson & Associates Inc. | 4,439 | $1.21M | 0.78% | −1,927−30.3% | Reduced |
| Crux Wealth Advisors | 4,449 | $1.21M | 0.52% | +461+11.6% | Added |
| Michael B. Yongue | 4,450 | $1.21M | 0.92% | +57+1.3% | Added |
| Cornercap Investment Counsel Inc | 4,455 | $1.21M | 0.63% | −111−2.4% | Reduced |
| Nabity-Jensen Investment Management Inc | 4,458 | $1.22M | 0.90% | −6−0.1% | Reduced |
| Bridgewater Advisors Inc. | 4,554 | $1.22M | 0.09% | +331+7.8% | Added |
| Baker Tilly Wealth Management, LLC | 4,466 | $1.22M | 0.44% | −105−2.3% | Reduced |
| Cornerstone Wealth Management, LLC | 4,476 | $1.22M | 0.07% | +265+6.3% | Added |
| Capital Performance Advisors LLP | 4,516 | $1.23M | 0.24% | −258−5.4% | Reduced |
| MONECO Advisors, LLC | 4,524 | $1.23M | 0.11% | −543−10.7% | Reduced |
| Gen-Wealth Partners Inc | 4,525 | $1.23M | 0.48% | +351+8.4% | Added |
| First American Bank | 4,537 | $1.24M | 0.08% | +4,537 | New |
| Malaga Cove Capital, LLC | 4,566 | $1.25M | 0.49% | −600−11.6% | Reduced |
| Eqis Capital Management, Inc. | 4,568 | $1.25M | 0.10% | +387+9.3% | Added |
| Gardner Lewis Asset Management L P | 4,575 | $1.25M | 0.31% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,578 | $1.25M | 0.09% | −1,132−19.8% | Reduced |
| Key Financial Inc | 4,592 | $1.25M | 0.25% | +1,990+76.5% | Added |
| Guardian Wealth Advisors, LLC | 4,597 | $1.25M | 0.09% | −140−3.0% | Reduced |
| Interchange Capital Partners, LLC | 4,603 | $1.26M | 0.29% | +185+4.2% | Added |
| Dearborn Partners LLC | 4,622 | $1.26M | 0.06% | −69−1.5% | Reduced |
| Allred Capital Management, LLC | 4,622 | $1.26M | 0.47% | −59−1.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,628 | $1.26M | 0.07% | −368−7.4% | Reduced |
| First United Bank Trust | 4,650 | $1.27M | 0.44% | +175+3.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,650 | $1.27M | 0.66% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 4,669 | $1.27M | 0.89% | +190+4.2% | Added |
| Fire Capital Management LLC | 4,669 | $1.27M | 0.81% | +338+7.8% | Added |
| Meridian Financial Partners LLC | 4,683 | $1.28M | 0.60% | +191+4.3% | Added |
| VELA Investment Management, LLC | 4,692 | $1.28M | 0.38% | 00.0% | Unchanged |
| WBI Investments | 4,697 | $1.28M | 0.33% | +3,572+317.5% | Added |
| CNB Bank | 4,701 | $1.28M | 0.61% | −107−2.2% | Reduced |
| Greystone Financial Group, LLC | 4,710 | $1.28M | 0.21% | +458+10.8% | Added |
| Chapman Financial Group, LLC | 4,721 | $1.29M | 1.09% | +4,721 | New |
| Country Club Bank | 4,713 | $1.29M | 0.08% | +65+1.4% | Added |
| Sunbelt Securities, Inc. | 3,861 | $1.29M | 0.11% | +434+12.7% | Added |
| Emprise Bank | 4,736 | $1.29M | 0.62% | +132+2.9% | Added |
| Options Solutions, LLC | 4,737 | $1.29M | 0.46% | −18−0.4% | Reduced |
| Essex Savings Bank | 4,749 | $1.29M | 0.31% | −130−2.7% | Reduced |
| Waterloo Capital, L.P. | 4,753 | $1.30M | 0.10% | +783+19.7% | Added |
| BCJ Capital Management, LLC | 4,770 | $1.30M | 0.09% | +3,305+225.6% | Added |
| Avantax Planning Partners, Inc. | 4,771 | $1.30M | 0.04% | +595+14.2% | Added |
| Sax Wealth Advisors, LLC | 4,773 | $1.30M | 0.08% | +1,378+40.6% | Added |
| Sapient Capital LLC | 4,771 | $1.30M | 0.02% | −238−4.8% | Reduced |
| Teamwork Financial Advisors, LLC | 4,801 | $1.31M | 0.16% | +11+0.2% | Added |
| Sage Mountain Advisors LLC | 4,805 | $1.31M | 0.09% | +415+9.5% | Added |
| Orion Capital Management LLC | 4,814 | $1.31M | 0.50% | −259−5.1% | Reduced |
| Palacios Wealth Management, LLC | 4,821 | $1.31M | 1.08% | −525−9.8% | Reduced |
| Ted Buchan & Co | 4,826 | $1.32M | 0.52% | +827+20.7% | Added |
| Principal Street Partners, LLC | 4,829 | $1.32M | 0.13% | +1,479+44.1% | Added |
| Navellier & Associates Inc | 4,830 | $1.32M | 0.16% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 4,831 | $1.32M | 0.86% | −90−1.8% | Reduced |
| Chemistry Wealth Management LLC | 4,831 | $1.32M | 0.28% | −180−3.6% | Reduced |
| Prudent Man Advisors, LLC | 4,846 | $1.32M | 0.42% | +1,192+32.6% | Added |
| Anb Bank | 4,849 | $1.32M | 0.59% | +987+25.6% | Added |
| Rehmann Capital Advisory Group | 4,860 | $1.33M | 0.08% | −340−6.5% | Reduced |
| Westside Investment Management, Inc. | 4,890 | $1.33M | 0.25% | +193+4.1% | Added |
| Lodestar Private Asset Management LLC | 4,887 | $1.33M | 0.15% | −1,704−25.9% | Reduced |
| David Loasby | 5,317 | $1.33M | 0.11% | −304−5.4% | Reduced |
| Aviso Financial Inc. | 4,889 | $1.33M | 0.06% | +666+15.8% | Added |
| Raelipskie Partnership | 4,902 | $1.34M | 0.61% | +500+11.4% | Added |
| bLong Financial, LLC | 4,904 | $1.34M | 1.03% | +80+1.7% | Added |
| Etesian Wealth Advisors, Inc. | 4,907 | $1.34M | 0.50% | −131−2.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,913 | $1.34M | 0.15% | +187+4.0% | Added |