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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Embree Financial Group | 5,862 | $1.60M | 0.24% | −181−3.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,876 | $1.60M | 0.18% | +603+11.4% | Added |
| Sound View Wealth Advisors Group, LLC | 5,876 | $1.60M | 0.12% | −449−7.1% | Reduced |
| Plancorp, LLC | 5,889 | $1.61M | 0.06% | +353+6.4% | Added |
| Ayrshire Capital Management LLC | 5,894 | $1.61M | 0.77% | +774+15.1% | Added |
| Fiduciary Group LLC | 5,911 | $1.61M | 0.15% | −12−0.2% | Reduced |
| HM Payson & Co | 5,930 | $1.62M | 0.03% | +1,137+23.7% | Added |
| Asset Dedication, LLC | 5,945 | $1.62M | 0.12% | −62−1.0% | Reduced |
| Bowman & Co S.C. | 5,935 | $1.62M | 0.72% | +168+2.9% | Added |
| NVWM, LLC | 6,105 | $1.63M | 0.39% | +105+1.8% | Added |
| Littlejohn Financial Services, Inc. | 5,983 | $1.63M | 1.26% | +5,983 | New |
| GraniteShares Advisors LLC | 5,993 | $1.63M | 1.00% | +19+0.3% | Added |
| Lewis Asset Management, LLC | 5,996 | $1.63M | 0.77% | −74−1.2% | Reduced |
| MidWestOne Financial Group, Inc. | 6,001 | $1.64M | 0.21% | −192−3.1% | Reduced |
| TRUE Private Wealth Advisors | 6,030 | $1.64M | 0.18% | +7+0.1% | Added |
| Cypress Capital Group | 6,039 | $1.65M | 0.20% | +1,073+21.6% | Added |
| Sphera Management Technology Funds Ltd | 6,060 | $1.65M | 1.01% | −18,500−75.3% | Reduced |
| Park Place Capital Corp | 6,104 | $1.66M | 0.38% | −331−5.1% | Reduced |
| Delta Financial Advisors LLC | 6,092 | $1.66M | 0.58% | +103+1.7% | Added |
| Quadcap Wealth Management, LLC | 6,106 | $1.67M | 0.21% | −63−1.0% | Reduced |
| Simplicity Wealth,LLC | 6,123 | $1.67M | 0.07% | +560+10.1% | Added |
| Perennial Investment Advisors, LLC | 6,127 | $1.67M | 0.16% | +264+4.5% | Added |
| Stablepoint Partners, LLC | 6,133 | $1.67M | 0.28% | +145+2.4% | Added |
| Global X Japan Co., Ltd. | 6,144 | $1.68M | 0.17% | +6,144 | New |
| Norden Group LLC | 6,156 | $1.68M | 0.18% | +59+1.0% | Added |
| Journey Strategic Wealth LLC | 6,158 | $1.68M | 0.05% | +1,210+24.5% | Added |
| Cornerstone National Bank & Trust Co | 6,173 | $1.68M | 0.72% | +589+10.5% | Added |
| DSG Capital Advisors, LLC | 6,195 | $1.69M | 0.30% | −2,894−31.8% | Reduced |
| Bard Financial Services, Inc. | 6,200 | $1.69M | 0.20% | −125−2.0% | Reduced |
| NorthStar Asset Management LLC | 6,207 | $1.69M | 0.89% | +549+9.7% | Added |
| LOM Asset Management Ltd | 6,215 | $1.70M | 0.57% | +6,215 | New |
| Tealwood Asset Management Inc | 6,224 | $1.70M | 0.76% | −195−3.0% | Reduced |
| Augustine Asset Management Inc | 6,228 | $1.70M | 0.45% | −1,018−14.0% | Reduced |
| Castle Wealth Management LLC | 6,223 | $1.70M | 0.62% | +449+7.8% | Added |
| Kaizen Financial Strategies | 6,257 | $1.71M | 0.87% | −139−2.2% | Reduced |
| SRS Capital Advisors, Inc. | 6,265 | $1.71M | 0.08% | +2,641+72.9% | Added |
| State of Wyoming | 6,275 | $1.71M | 0.21% | +2,614+71.4% | Added |
| Ellevest, Inc. | 6,309 | $1.72M | 0.27% | −811−11.4% | Reduced |
| Canopy Partners, LLC | 6,332 | $1.73M | 0.63% | −39−0.6% | Reduced |
| IMA Wealth, Inc. | 6,337 | $1.73M | 0.19% | +432+7.3% | Added |
| LMG Wealth Partners, LLC | 6,364 | $1.74M | 0.36% | +248+4.1% | Added |
| Wealth Preservation Advisors, LLC | 6,365 | $1.74M | 1.07% | +20+0.3% | Added |
| Royal Fund Management, LLC | 6,366 | $1.74M | 0.19% | +637+11.1% | Added |
| HF Advisory Group, LLC | 6,386 | $1.74M | 0.69% | +317+5.2% | Added |
| Strengthening Families & Communities, LLC | 6,393 | $1.74M | 0.97% | −589−8.4% | Reduced |
| Community Bank, N.A. | 6,424 | $1.75M | 0.23% | +657+11.4% | Added |
| Lineweaver Wealth Advisors, LLC | 6,438 | $1.76M | 0.28% | −56−0.9% | Reduced |
| Mainstream Capital Management LLC | 6,451 | $1.76M | 1.28% | −47−0.7% | Reduced |
| Central Bank & Trust Co | 6,466 | $1.76M | 0.29% | −69−1.1% | Reduced |
| R Squared Ltd | 6,474 | $1.77M | 0.97% | +4,344+203.9% | Added |
| Optimize Financial Inc | 6,477 | $1.77M | 1.08% | −46−0.7% | Reduced |
| Steel Peak Wealth Management LLC | 6,440 | $1.77M | 0.07% | −15,222−70.3% | Reduced |
| 1st Source Bank | 6,480 | $1.77M | 0.10% | +641+11.0% | Added |
| Nilsine Partners, LLC | 6,497 | $1.77M | 0.18% | −770−10.6% | Reduced |
| Ingalls & Snyder LLC | 6,498 | $1.77M | 0.06% | −671−9.4% | Reduced |
| Rossmore Private Capital | 6,514 | $1.78M | 0.21% | −295−4.3% | Reduced |
| Kirtland Hills Capital Management, LLC | 6,528 | $1.78M | 0.82% | +155+2.4% | Added |
| Convergence Financial, LLC | 6,532 | $1.78M | 0.31% | +384+6.2% | Added |
| Charter Oak Capital Management, LLC | 6,542 | $1.78M | 0.15% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 6,550 | $1.79M | 0.44% | −2,900−30.7% | Reduced |
| Invst, LLC | 6,558 | $1.79M | 0.22% | −2,592−28.3% | Reduced |
| Semmax Financial Advisors Inc. | 7,436 | $1.79M | 0.46% | +838+12.7% | Added |
| Notis-McConarty Edward | 6,562 | $1.79M | 0.87% | +2,718+70.7% | Added |
| Wolverine Trading, LLC | 6,550 | $1.79M | 0.05% | −18,995−74.4% | Reduced |
| Princeton Global Asset Management LLC | 6,571 | $1.79M | 0.33% | −33−0.5% | Reduced |
| Morangie Management LLC | 6,575 | $1.80M | 1.56% | +1,869+39.7% | Added |
| Financial Advocates Investment Management | 6,593 | $1.80M | 0.15% | −2,986−31.2% | Reduced |
| 1776 Wealth LLC | 6,656 | $1.82M | 0.75% | +16+0.2% | Added |
| Aaron Wealth Advisors | 6,673 | $1.82M | 0.19% | −137−2.0% | Reduced |
| Mirabaud & Cie SA | 6,695 | $1.83M | 0.58% | +5,750+608.5% | Added |
| Caliber Wealth Management, LLC | 6,698 | $1.83M | 0.20% | −313−4.5% | Reduced |
| Keel Point, LLC | 6,719 | $1.83M | 0.12% | +63+0.9% | Added |
| West Branch Capital LLC | 6,732 | $1.84M | 0.54% | +861+14.7% | Added |
| Coastline Trust Co | 6,740 | $1.84M | 0.21% | −685−9.2% | Reduced |
| Regatta Capital Group, LLC | 6,741 | $1.84M | 0.32% | +95+1.4% | Added |
| Camden Capital, LLC | 6,738 | $1.84M | 0.17% | −219−3.1% | Reduced |
| Evoke Wealth, LLC | 6,738 | $1.84M | 0.04% | +1,116+19.9% | Added |
| Saturna Capital CORP | 6,761 | $1.84M | 0.02% | −180−2.6% | Reduced |
| Burns J W & Co Inc | 6,774 | $1.85M | 0.22% | −1,719−20.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,770 | $1.85M | 0.11% | −344−4.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,778 | $1.85M | 0.60% | +564+9.1% | Added |
| Grandview Asset Management LLC | 6,789 | $1.85M | 0.59% | −43−0.6% | Reduced |
| Ameritas Advisory Services, LLC | 6,798 | $1.85M | 0.10% | −380−5.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,799 | $1.85M | 0.12% | +2,883+73.6% | Added |
| Sphera Funds Management Ltd. | 6,800 | $1.85M | 0.48% | −2,300−25.3% | Reduced |
| Northstar Group, Inc. | 6,802 | $1.85M | 0.29% | −50−0.7% | Reduced |
| Berkshire Bank | 6,836 | $1.86M | 0.43% | −121−1.7% | Reduced |
| Nautilus Advisors LLC | 6,872 | $1.87M | 1.37% | −188−2.7% | Reduced |
| TLWM | 6,896 | $1.88M | 0.36% | +58+0.8% | Added |
| Brandywine Managers, LLC | 6,913 | $1.89M | 1.87% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 6,904 | $1.89M | 0.92% | −215−3.0% | Reduced |
| Aventura Private Wealth, LLC | 6,916 | $1.89M | 0.82% | +1,540+28.6% | Added |
| St. Johns Investment Management Company, LLC | 6,923 | $1.89M | 0.87% | +529+8.3% | Added |
| First Pacific Financial | 6,951 | $1.90M | 0.28% | +999+16.8% | Added |
| Syon Capital LLC | 6,999 | $1.91M | 0.13% | +352+5.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 7,000 | $1.91M | 0.54% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,000 | $1.91M | 0.99% | +4,900+233.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 7,008 | $1.91M | 0.30% | +5,800+480.1% | Added |
| Allen Investment Management LLC | 7,009 | $1.91M | 0.02% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 7,054 | $1.92M | 0.43% | +1,406+24.9% | Added |