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 |
|---|---|---|---|---|---|
| BankPlus Trust Department | 7,068 | $1.93M | 0.57% | +158+2.3% | Added |
| Millington Financial Advisors, LLC | 7,231 | $1.93M | 0.98% | +956+15.2% | Added |
| Parr McKnight Wealth Management Group, LLC | 7,092 | $1.93M | 0.27% | +657+10.2% | Added |
| Delaney Dennis R | 7,102 | $1.94M | 0.99% | +1,408+24.7% | Added |
| Jacobi Capital Management LLC | 7,102 | $1.94M | 0.13% | +861+13.8% | Added |
| PFC Capital Group, Inc. | 7,110 | $1.94M | 0.90% | −654−8.4% | Reduced |
| Itau Unibanco Holding S.A. | 7,110 | $1.94M | 0.07% | −5,059−41.6% | Reduced |
| Platform Technology Partners | 7,120 | $1.94M | 0.51% | +434+6.5% | Added |
| Fulcrum Asset Management LLP | 7,124 | $1.94M | 0.55% | +7,124 | New |
| Signature Wealth Management Group | 7,127 | $1.94M | 0.77% | +24+0.3% | Added |
| Stevens Capital Management LP | 7,128 | $1.94M | 0.53% | +5,265+282.6% | Added |
| Glynn Capital Management LLC | 7,143 | $1.95M | 0.44% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 7,155 | $1.95M | 0.27% | −7,455−51.0% | Reduced |
| Atlas Brown,Inc. | 7,162 | $1.95M | 0.63% | +47+0.7% | Added |
| Boyd Watterson Asset Management LLC | 7,166 | $1.95M | 0.61% | +395+5.8% | Added |
| Hudson Canyon Capital Management | 7,169 | $1.95M | 1.22% | −156−2.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,169 | $1.96M | 0.07% | −24−0.3% | Reduced |
| Arvest Investments, Inc. | 7,208 | $1.97M | 0.30% | −422−5.5% | Reduced |
| Bangor Savings Bank | 7,220 | $1.97M | 0.18% | −487−6.3% | Reduced |
| Chicago Trust Co NA | 7,230 | $1.97M | 0.28% | +406+5.9% | Added |
| Thrive Wealth Management, LLC | 7,235 | $1.97M | 0.32% | −10−0.1% | Reduced |
| TSFG, LLC | 7,248 | $1.98M | 0.36% | −394−5.2% | Reduced |
| WSFS Capital Management, LLC | 7,246 | $1.98M | 0.11% | −390−5.1% | Reduced |
| Leo Wealth, LLC | 7,260 | $1.98M | 0.15% | +6,436+781.1% | Added |
| Orrstown Financial Services Inc | 7,295 | $1.99M | 0.42% | +3,155+76.2% | Added |
| AlphaCore Capital LLC | 7,287 | $1.99M | 0.08% | +1,035+16.6% | Added |
| Meiji Yasuda Life Insurance Co | 7,316 | $2.00M | 0.06% | +207+2.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 7,317 | $2.00M | 0.42% | +390+5.6% | Added |
| Savvy Advisors, Inc. | 7,326 | $2.00M | 0.13% | +1,498+25.7% | Added |
| Kentucky Trust Co | 7,335 | $2.00M | 1.15% | +20+0.3% | Added |
| JT Stratford LLC | 7,346 | $2.00M | 0.30% | +5,131+231.6% | Added |
| Goelzer Investment Management, Inc. | 7,361 | $2.01M | 0.11% | −201−2.7% | Reduced |
| Center for Financial Planning, Inc. | 7,362 | $2.01M | 0.23% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 7,380 | $2.02M | 0.19% | −12,889−63.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,392 | $2.02M | 0.17% | −538−6.8% | Reduced |
| Navalign, LLC | 7,397 | $2.02M | 0.56% | −315−4.1% | Reduced |
| Cardiff Park Advisors, LLC | 7,424 | $2.02M | 0.17% | +10.0% | Added |
| AMG National Trust Bank | 7,437 | $2.03M | 0.05% | +273+3.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,451 | $2.03M | 0.10% | −10,660−58.9% | Reduced |
| Perfromance Wealth Partners, LLC | 7,469 | $2.04M | 0.07% | +171+2.3% | Added |
| Voya Financial Advisors, Inc. | 7,466 | $2.04M | 0.21% | −1,815−19.6% | Reduced |
| WP Advisors, LLC | 7,495 | $2.04M | 0.56% | +957+14.6% | Added |
| Intrust Bank NA | 7,519 | $2.05M | 0.18% | −144−1.9% | Reduced |
| Group One Trading, L.P. | 7,527 | $2.05M | 0.07% | −23,418−75.7% | Reduced |
| Buckingham Strategic Partners | 7,551 | $2.06M | 0.03% | −4,141−35.4% | Reduced |
| Icapital Wealth LLC | 7,551 | $2.06M | 1.17% | +4+0.1% | Added |
| IronOak Wealth LLC. | 7,543 | $2.06M | 2.00% | +7,543 | New |
| Jamison Private Wealth Management, Inc. | 7,583 | $2.07M | 0.30% | −182−2.3% | Reduced |
| Wealth Management Partners, LLC | 7,682 | $2.07M | 0.73% | +135+1.8% | Added |
| Quest Partners LLC | 7,604 | $2.07M | 0.20% | −649−7.9% | Reduced |
| Mission Creek Capital Partners, Inc. | 7,627 | $2.08M | 0.46% | −423−5.3% | Reduced |
| Nicolet Bankshares Inc | 7,664 | $2.09M | 0.36% | −15−0.2% | Reduced |
| Koshinski Asset Management, Inc. | 7,676 | $2.09M | 0.16% | +494+6.9% | Added |
| First County Bank | 7,682 | $2.09M | 1.13% | −1,063−12.2% | Reduced |
| Smartleaf Asset Management LLC | 7,668 | $2.10M | 0.18% | −1,430−15.7% | Reduced |
| Arista Wealth Management, LLC | 7,696 | $2.10M | 0.29% | +7,696 | New |
| Weaver Capital Management LLC | 7,705 | $2.10M | 0.52% | +578+8.1% | Added |
| Field & Main Bank | 7,717 | $2.10M | 0.68% | −95−1.2% | Reduced |
| Beaumont Asset Management, L.L.C. | 7,727 | $2.11M | 1.13% | +85+1.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 7,735 | $2.11M | 0.37% | +7,735 | New |
| Harfst & Associates, Inc. | 7,746 | $2.11M | 0.44% | +30+0.4% | Added |
| Highland Capital Management, LLC | 7,760 | $2.12M | 0.11% | −2,532−24.6% | Reduced |
| EPG Wealth Management LLC | 7,770 | $2.12M | 0.64% | +122+1.6% | Added |
| Glen Eagle Advisors, LLC | 7,794 | $2.13M | 0.33% | +1,289+19.8% | Added |
| Cooper Financial Group | 7,804 | $2.13M | 0.25% | +563+7.8% | Added |
| SWP Investment Management LLC | 7,825 | $2.13M | 2.52% | +69+0.9% | Added |
| Atala Financial Inc | 7,845 | $2.14M | 1.48% | +553+7.6% | Added |
| Charter Research & Investment Group, Inc. | 7,862 | $2.14M | 1.60% | −190−2.4% | Reduced |
| Leelyn Smith, LLC | 7,868 | $2.15M | 0.35% | +622+8.6% | Added |
| Dover Advisors, LLC | 7,899 | $2.15M | 0.95% | −491−5.9% | Reduced |
| Chickasaw Capital Management LLC | 7,900 | $2.15M | 0.09% | −80−1.0% | Reduced |
| Signet Financial Management, LLC | 7,902 | $2.15M | 0.27% | +28+0.4% | Added |
| Central Valley Advisors, LLC | 7,910 | $2.16M | 0.73% | +929+13.3% | Added |
| Chicago Partners Investment Group LLC | 8,089 | $2.16M | 0.06% | −293−3.5% | Reduced |
| South Dakota Investment Council | 7,928 | $2.16M | 0.04% | 00.0% | Unchanged |
| FOCUS Wealth Advisors, LLC | 7,959 | $2.17M | 1.13% | +69+0.9% | Added |
| Ancora Advisors, LLC | 7,963 | $2.17M | 0.05% | +978+14.0% | Added |
| Shepherd Financial Partners LLC | 7,982 | $2.18M | 0.23% | −410−4.9% | Reduced |
| Future Fund LLC | 7,988 | $2.18M | 0.97% | +1,477+22.7% | Added |
| Power Wealth Management LLC | 7,992 | $2.18M | 0.84% | −150−1.8% | Reduced |
| Elmwood Wealth Management, Inc. | 8,001 | $2.18M | 0.86% | −76−0.9% | Reduced |
| PFG Investments, LLC | 8,029 | $2.19M | 0.13% | +1,837+29.7% | Added |
| Heritage Trust Co | 8,032 | $2.19M | 0.25% | +156+2.0% | Added |
| CTC Alternative Strategies, Ltd. | 8,220 | $2.24M | 1.96% | +8,220 | New |
| Legacy Financial Advisors, Inc. | 8,263 | $2.25M | 0.35% | +1,802+27.9% | Added |
| Bridgeway Capital Management, LLC | 8,290 | $2.26M | 0.05% | −180−2.1% | Reduced |
| Arete Wealth Advisors, LLC | 8,400 | $2.27M | 0.16% | −2,902−25.7% | Reduced |
| Stoneridge Investment Partners LLC | 8,340 | $2.27M | 1.71% | +1,016+13.9% | Added |
| Umpqua Bank | 8,312 | $2.27M | 0.69% | +615+8.0% | Added |
| Steinberg Asset Management LLC | 8,348 | $2.28M | 1.70% | +505+6.4% | Added |
| Cove Private Wealth, LLC | 8,391 | $2.29M | 0.81% | +1,409+20.2% | Added |
| Kampmann Melissa S. | 8,414 | $2.29M | 1.72% | −195−2.3% | Reduced |
| Graypoint LLC | 8,414 | $2.29M | 0.13% | +149+1.8% | Added |
| Wealth Alliance Advisory Group, LLC | 8,415 | $2.29M | 0.44% | +3,161+60.2% | Added |
| Hall Laurie J Trustee | 8,445 | $2.30M | 0.76% | +8,445 | New |
| Orin Green Financial, LLC | 8,461 | $2.31M | 0.98% | +161+1.9% | Added |
| Stonegate Investment Group, LLC | 8,479 | $2.31M | 0.06% | +35+0.4% | Added |
| L.M. Kohn & Company | 8,531 | $2.33M | 0.63% | −458−5.1% | Reduced |
| DeDora Capital, Inc. | 8,532 | $2.33M | 0.61% | +407+5.0% | Added |
| Good Life Advisors, LLC | 8,552 | $2.33M | 0.15% | −638−6.9% | Reduced |