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 |
|---|---|---|---|---|---|
| Founders Financial Securities LLC | 4,913 | $1.34M | 0.10% | −313−6.0% | Reduced |
| Unique Wealth Strategies, LLC | 4,913 | $1.34M | 0.56% | −2,740−35.8% | Reduced |
| Jefferies Financial Group Inc. | 4,931 | $1.34M | 0.02% | −6,255−55.9% | Reduced |
| Pictet Bank & Trust Ltd | 4,932 | $1.34M | 1.58% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 4,935 | $1.35M | 0.48% | −824−14.3% | Reduced |
| Valley Brook Capital Group | 4,969 | $1.36M | 1.01% | +260+5.5% | Added |
| Alta Advisers Ltd | 4,970 | $1.36M | 0.48% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,971 | $1.36M | 0.07% | +271+5.8% | Added |
| Semanteon Capital Management, LP | 4,985 | $1.36M | 2.05% | +4,985 | New |
| Stance Capital LLC | 4,987 | $1.36M | 0.51% | +4,987 | New |
| Polen Capital Management LLC | 4,989 | $1.36M | 0.00% | −3,268−39.6% | Reduced |
| Geneva Capital Management LLC | 4,997 | $1.36M | 0.02% | −167−3.2% | Reduced |
| Ironwood Investment Management LLC | 4,997 | $1.36M | 0.66% | −112−2.2% | Reduced |
| Alta Wealth Advisors LLC | 4,999 | $1.36M | 0.64% | −62−1.2% | Reduced |
| Sovran Advisors, LLC | 4,987 | $1.36M | 0.14% | +1,461+41.4% | Added |
| K.J. Harrison & Partners Inc | 5,006 | $1.37M | 0.23% | +5,006 | New |
| Ironwood Investment Counsel, LLC | 5,018 | $1.37M | 0.21% | +1,615+47.5% | Added |
| Walleye Trading LLC | 5,030 | $1.37M | 0.03% | −69,585−93.3% | Reduced |
| ProVise Management Group, LLC | 5,037 | $1.37M | 0.11% | −22−0.4% | Reduced |
| HBK Sorce Advisory LLC | 5,050 | $1.38M | 0.04% | −310−5.8% | Reduced |
| Quotient Wealth Partners, LLC | 5,072 | $1.38M | 0.04% | −65−1.3% | Reduced |
| Okabena Investment Services Inc | 5,073 | $1.38M | 0.31% | −1,032−16.9% | Reduced |
| Aspiriant, LLC | 5,080 | $1.39M | 0.04% | −352−6.5% | Reduced |
| Fjell Capital, LLC | 5,087 | $1.39M | 1.29% | +69+1.4% | Added |
| Granite Investment Partners, LLC | 5,090 | $1.39M | 0.07% | −205−3.9% | Reduced |
| Drive Wealth Management, LLC | 5,090 | $1.39M | 0.30% | −270−5.0% | Reduced |
| Carret Asset Management, LLC | 5,099 | $1.39M | 0.15% | +2,148+72.8% | Added |
| Renasant Bank | 5,106 | $1.39M | 0.93% | −623−10.9% | Reduced |
| PDS Planning, Inc | 5,113 | $1.39M | 0.10% | +10+0.2% | Added |
| 1248 Management, LLC | 5,110 | $1.40M | 0.52% | +4,888+2,201.8% | Added |
| Cunning Capital Partners, LP | 5,121 | $1.40M | 0.73% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 5,129 | $1.40M | 0.26% | −1,786−25.8% | Reduced |
| Acorn Financial Advisory Services Inc | 5,151 | $1.40M | 0.23% | −176−3.3% | Reduced |
| Capital Wealth Planning, LLC | 5,154 | $1.41M | 0.01% | −1,283,851−99.6% | Reduced |
| VCI Wealth Management LLC | 5,162 | $1.41M | 0.49% | +701+15.7% | Added |
| AAFMAA Wealth Management & Trust LLC | 5,167 | $1.41M | 0.58% | −2,093−28.8% | Reduced |
| Bristlecone Advisors, LLC | 5,181 | $1.41M | 0.12% | −5,561−51.8% | Reduced |
| Coastwise Capital Group, LLC | 5,192 | $1.42M | 1.13% | +62+1.2% | Added |
| TownSquare Capital, LLC | 5,198 | $1.42M | 0.14% | −49,075−90.4% | Reduced |
| Stonebrook Private Inc. | 5,205 | $1.42M | 0.33% | −137−2.6% | Reduced |
| Apella Capital, LLC | 5,275 | $1.42M | 0.04% | −296−5.3% | Reduced |
| Econ Financial Services Corp | 5,239 | $1.43M | 0.74% | +5,239 | New |
| Viawealth, LLC | 5,263 | $1.44M | 0.85% | +333+6.8% | Added |
| Financial Engines Advisors L.L.C. | 5,267 | $1.44M | 0.00% | +419+8.6% | Added |
| Parcion Private Wealth LLC | 5,269 | $1.44M | 0.10% | −61−1.1% | Reduced |
| St. Clair Advisors, LLC | 5,274 | $1.44M | 0.38% | 00.0% | Unchanged |
| Birchbrook, Inc. | 5,274 | $1.44M | 0.77% | +162+3.2% | Added |
| Brown, Lisle/Cummings, Inc. | 5,287 | $1.44M | 0.38% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,342 | $1.46M | 0.07% | +1,137+27.0% | Added |
| Angeles Wealth Management, LLC | 5,363 | $1.46M | 0.10% | +1,235+29.9% | Added |
| Elyxium Wealth, LLC | 5,372 | $1.46M | 0.55% | +236+4.6% | Added |
| Accurate Wealth Management, LLC | 5,549 | $1.47M | 0.22% | +873+18.7% | Added |
| KRS Capital Management, LLC | 5,381 | $1.47M | 0.98% | −5−0.1% | Reduced |
| Confluence Wealth Services, Inc. | 5,392 | $1.47M | 0.08% | +19+0.4% | Added |
| Core Wealth Advisors, Inc. | 5,408 | $1.47M | 0.42% | −1,508−21.8% | Reduced |
| 626 Financial, LLC | 5,421 | $1.48M | 0.69% | +685+14.5% | Added |
| Argent Advisors, Inc. | 5,426 | $1.48M | 0.46% | +357+7.0% | Added |
| Abc Arbitrage SA | 5,429 | $1.48M | 0.17% | −424−7.2% | Reduced |
| Everhart Financial Group, Inc. | 5,429 | $1.48M | 0.17% | −685−11.2% | Reduced |
| Legal Advantage Investments, Inc. | 5,437 | $1.48M | 0.69% | −34−0.6% | Reduced |
| Point72 (DIFC) Ltd | 5,438 | $1.48M | 0.12% | −40,523−88.2% | Reduced |
| Clare Market Investments LLC | 5,449 | $1.49M | 0.33% | −183−3.2% | Reduced |
| Lecap Asset Management Ltd | 5,450 | $1.49M | 0.53% | −228−4.0% | Reduced |
| Lazari Capital Management, Inc. | 5,464 | $1.49M | 0.56% | −159−2.8% | Reduced |
| Cantor Fitzgerald, L. P. | 5,469 | $1.49M | 0.04% | +5,469 | New |
| Palumbo Wealth Management LLC | 5,474 | $1.49M | 0.46% | +243+4.6% | Added |
| Redmond Asset Management, LLC | 5,500 | $1.50M | 0.36% | −402−6.8% | Reduced |
| Dempze Nancy E | 5,507 | $1.50M | 0.87% | +1,624+41.8% | Added |
| Ashton Thomas Securities, LLC | 5,521 | $1.51M | 0.36% | +367+7.1% | Added |
| Schmidt P J Investment Management Inc | 5,526 | $1.51M | 0.26% | −685−11.0% | Reduced |
| Catalyst Financial Partners LLC | 5,538 | $1.51M | 0.16% | +223+4.2% | Added |
| Arrowroot Family Office, LLC | 5,555 | $1.51M | 0.68% | +5,555 | New |
| Thor Investment Management Inc | 5,563 | $1.52M | 1.03% | +119+2.2% | Added |
| Portside Wealth Group, LLC | 5,574 | $1.52M | 0.23% | +300+5.7% | Added |
| Capstone Triton Financial Group, LLC | 5,575 | $1.52M | 1.10% | +5,575 | New |
| AA Financial Advisors, LLC | 5,582 | $1.52M | 0.33% | −1,093−16.4% | Reduced |
| Carmel Capital Partners, LLC | 5,614 | $1.53M | 0.54% | +917+19.5% | Added |
| Mizuho Securities Co. Ltd. | 5,620 | $1.53M | 5.53% | +5,580+13,950.0% | Added |
| Paragon Private Wealth Management, LLC | 5,620 | $1.53M | 0.61% | +156+2.9% | Added |
| GAM Holding AG | 5,621 | $1.53M | 0.11% | −43−0.8% | Reduced |
| Bell Bank | 5,637 | $1.54M | 0.07% | −2,303−29.0% | Reduced |
| Princeton Capital Management LLC | 5,643 | $1.54M | 0.46% | +224+4.1% | Added |
| Next Century Growth Investors LLC | 5,692 | $1.55M | 0.12% | +20.0% | Added |
| Transcend Wealth Collective, LLC | 5,704 | $1.56M | 0.12% | +265+4.9% | Added |
| Choate Investment Advisors | 5,707 | $1.56M | 0.03% | +293+5.4% | Added |
| FLC Capital Advisors | 5,723 | $1.56M | 0.32% | +2,023+54.7% | Added |
| Ramirez Asset Management, Inc. | 5,724 | $1.56M | 0.24% | −100−1.7% | Reduced |
| Tower Trust & Investment Co | 5,738 | $1.56M | 1.11% | +19+0.3% | Added |
| Ballast, Inc. | 5,738 | $1.56M | 0.41% | +330+6.1% | Added |
| Global Assets Advisory, LLC | 5,800 | $1.58M | 0.62% | +5,800 | New |
| Trivant Custom Portfolio Group, LLC | 5,787 | $1.58M | 0.87% | −42−0.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,809 | $1.58M | 0.10% | +1,375+31.0% | Added |
| Gilder Gagnon Howe & Co LLC | 5,814 | $1.59M | 0.02% | −230,124−97.5% | Reduced |
| Heartland Bank & Trust Co | 5,816 | $1.59M | 0.74% | −165−2.8% | Reduced |
| Burney Co | 5,842 | $1.59M | 0.05% | −1,493−20.4% | Reduced |
| Gilbert & Cook, Inc. | 5,847 | $1.59M | 0.22% | +129+2.3% | Added |
| Guerra Pan Advisors, LLC | 5,849 | $1.59M | 1.05% | +400+7.3% | Added |
| Scott & Selber, Inc. | 5,850 | $1.59M | 0.44% | +39+0.7% | Added |
| GKV Capital Management Co., Inc. | 5,850 | $1.60M | 0.71% | +4,700+408.7% | Added |
| Riverview Capital Advisers, LLC | 5,853 | $1.60M | 0.46% | +8+0.1% | Added |