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 |
|---|---|---|---|---|---|
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,594 | $2.34M | 0.26% | +764+9.8% | Added |
| Pinnacle Holdings, LLC | 8,615 | $2.35M | 0.85% | +803+10.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 8,621 | $2.35M | 0.77% | +566+7.0% | Added |
| Parsonex Advisory Services, Inc. | 8,624 | $2.35M | 1.96% | +8,624 | New |
| Mirador Capital Partners LP | 8,637 | $2.36M | 0.38% | +4,647+116.5% | Added |
| Wealth Alliance | 8,656 | $2.36M | 0.26% | −193−2.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,668 | $2.36M | 0.56% | +2,046+30.9% | Added |
| Nelson Capital Management, LLC | 8,689 | $2.37M | 0.31% | +195+2.3% | Added |
| StoneX Group Inc. | 8,693 | $2.37M | 0.12% | +365+4.4% | Added |
| Compton Wealth Advisory Group, LLC | 8,720 | $2.38M | 0.60% | +431+5.2% | Added |
| LifePlan Financial, LLC | 8,760 | $2.39M | 1.98% | +466+5.6% | Added |
| EverSource Wealth Advisors, LLC | 8,778 | $2.39M | 0.11% | +268+3.1% | Added |
| Citizens & Northern Corp | 8,821 | $2.41M | 0.64% | −92−1.0% | Reduced |
| Pictet North America Advisors SA | 8,826 | $2.41M | 0.24% | −1,461−14.2% | Reduced |
| Kidder Stephen W | 8,876 | $2.42M | 0.73% | +1,234+16.1% | Added |
| Applied Finance Capital Management, LLC | 8,902 | $2.43M | 0.17% | +8,902 | New |
| Oak Harbor Wealth Partners, LLC | 8,907 | $2.43M | 0.66% | +6+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 8,916 | $2.43M | 0.23% | −25,811−74.3% | Reduced |
| Congress Park Capital LLC | 8,957 | $2.44M | 0.80% | +834+10.3% | Added |
| Boston Private Wealth LLC | 8,965 | $2.44M | 0.13% | −8,107−47.5% | Reduced |
| Triangle Securities Wealth Management | 8,998 | $2.45M | 0.60% | +279+3.2% | Added |
| Rice Partnership, LLC | 9,006 | $2.46M | 0.43% | +1,064+13.4% | Added |
| Financial Gravity Companies, Inc. | 9,015 | $2.46M | 0.48% | +9,015 | New |
| Clear Harbor Asset Management, LLC | 9,048 | $2.47M | 0.19% | +260+3.0% | Added |
| Verde Capital Management | 9,051 | $2.47M | 0.61% | +614+7.3% | Added |
| Ameritas Investment Partners, Inc. | 9,116 | $2.49M | 0.08% | −114−1.2% | Reduced |
| Herbst Group, LLC | 9,125 | $2.49M | 1.49% | +315+3.6% | Added |
| Forum Financial Management, LP | 9,160 | $2.50M | 0.04% | −1,317−12.6% | Reduced |
| DRW Securities, LLC | 9,189 | $2.50M | 0.18% | +9,189 | New |
| Pitcairn Co | 9,202 | $2.51M | 0.16% | −1,991−17.8% | Reduced |
| Cigna Investments Inc | 9,206 | $2.51M | 0.43% | −124−1.3% | Reduced |
| Boltwood Capital Management | 9,251 | $2.52M | 0.72% | −14−0.2% | Reduced |
| Welch & Forbes LLC | 9,253 | $2.52M | 0.03% | −273−2.9% | Reduced |
| Belpointe Asset Management LLC | 9,256 | $2.52M | 0.11% | +1,521+19.7% | Added |
| Aperture Investors, LLC | 9,338 | $2.55M | 0.34% | 00.0% | Unchanged |
| Connable Office Inc | 9,351 | $2.55M | 0.25% | +31+0.3% | Added |
| Naviter Wealth, LLC | 9,359 | $2.56M | 0.31% | +128+1.4% | Added |
| Boomfish Wealth Group, LLC | 9,395 | $2.56M | 1.48% | +588+6.7% | Added |
| Cetera Trust Company, N.A | 9,411 | $2.57M | 1.53% | −25−0.3% | Reduced |
| Correct Capital Wealth Management | 9,433 | $2.57M | 0.50% | +6,042+178.2% | Added |
| Private Trust Co NA | 9,445 | $2.58M | 0.25% | +101+1.1% | Added |
| Concord Asset Management, LLC | 9,479 | $2.58M | 0.39% | +1,480+18.5% | Added |
| Concord Wealth Partners | 9,479 | $2.58M | 0.38% | +2,036+27.4% | Added |
| Resources Management Corp | 9,484 | $2.59M | 0.35% | +2,188+30.0% | Added |
| Little House Capital LLC | 9,486 | $2.59M | 0.65% | +441+4.9% | Added |
| Aft, Forsyth & Sober, LLC | 9,500 | $2.59M | 0.88% | +250+2.7% | Added |
| Deltec Asset Management LLC | 9,500 | $2.59M | 0.46% | +3,000+46.2% | Added |
| RMR Wealth Builders | 9,510 | $2.59M | 0.24% | +677+7.7% | Added |
| Resonant Capital Advisors, LLC | 9,498 | $2.59M | 0.17% | +970+11.4% | Added |
| Wealthspire Advisors, LLC | 9,532 | $2.60M | 0.01% | +1,208+14.5% | Added |
| Smith, Salley & Associates | 9,576 | $2.61M | 0.15% | +1,110+13.1% | Added |
| Sowell Financial Services LLC | 9,585 | $2.61M | 0.11% | +240+2.6% | Added |
| Douglass Winthrop Advisors, LLC | 9,624 | $2.62M | 0.05% | −162−1.7% | Reduced |
| Birch Hill Investment Advisors LLC | 9,632 | $2.63M | 0.12% | −885−8.4% | Reduced |
| Principle Wealth Partners LLC | 9,641 | $2.63M | 0.16% | +382+4.1% | Added |
| Harbor Investment Advisory, LLC | 26,326 | $2.64M | 0.24% | −1,955−6.9% | Reduced |
| Secure Asset Management, LLC | 9,692 | $2.64M | 0.49% | +448+4.8% | Added |
| Missouri Trust & Investment Co | 9,698 | $2.64M | 0.86% | +213+2.2% | Added |
| Ascent Wealth Partners, LLC | 9,727 | $2.65M | 0.33% | +1,952+25.1% | Added |
| Valley National Advisers Inc | 9,740 | $2.65M | 0.43% | +96+1.0% | Added |
| Venturi Wealth Management, LLC | 9,743 | $2.66M | 0.13% | −518−5.0% | Reduced |
| Nikulski Financial, Inc. | 9,754 | $2.66M | 0.73% | −191−1.9% | Reduced |
| Eagle Strategies LLC | 9,760 | $2.66M | 0.41% | +281+3.0% | Added |
| Maia Wealth LLC | 9,779 | $2.67M | 0.51% | +2,580+35.8% | Added |
| New Millennium Group LLC | 9,824 | $2.68M | 1.48% | +9,788+27,188.9% | Added |
| Strategic Advisors LLC | 9,868 | $2.69M | 0.53% | −401−3.9% | Reduced |
| Advisors Preferred, LLC | 9,900 | $2.69M | 0.44% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 9,879 | $2.69M | 0.18% | −614−5.9% | Reduced |
| Processus Wealth & Capital Management, LLC | 9,890 | $2.70M | 2.13% | +565+6.1% | Added |
| Transatlantique Private Wealth LLC | 9,896 | $2.70M | 0.99% | −1,818−15.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,898 | $2.70M | 0.06% | +1,160+13.3% | Added |
| Beck Capital Management, LLC | 9,911 | $2.70M | 0.67% | +3,866+64.0% | Added |
| Mather Group, LLC. | 9,912 | $2.70M | 0.03% | −323−3.2% | Reduced |
| Coastal Bridge Advisors, LLC | 9,931 | $2.71M | 0.22% | +1,258+14.5% | Added |
| Zhang Financial LLC | 9,938 | $2.71M | 0.13% | +521+5.5% | Added |
| Ronald Blue Trust, Inc. | 9,940 | $2.71M | 0.03% | −16−0.2% | Reduced |
| SageView Advisory Group, LLC | 10,050 | $2.72M | 0.10% | +591+6.2% | Added |
| Columbus Hill Capital Management, L.P. | 10,000 | $2.73M | 0.39% | 00.0% | Unchanged |
| Bay Rivers Group | 10,001 | $2.73M | 1.25% | −9−0.1% | Reduced |
| Hillsdale Investment Management Inc. | 10,009 | $2.73M | 0.10% | +4,940+97.5% | Added |
| CFC Planning Co LLC | 10,014 | $2.73M | 2.64% | +587+6.2% | Added |
| Sculati Wealth Management, LLC | 10,023 | $2.73M | 1.03% | −110−1.1% | Reduced |
| Tiemann Investment Advisors, LLC | 10,026 | $2.73M | 1.12% | +200+2.0% | Added |
| Premier Path Wealth Partners, LLC | 10,045 | $2.74M | 0.38% | +629+6.7% | Added |
| Moneta Group Investment Advisors LLC | 10,059 | $2.74M | 0.03% | +1,004+11.1% | Added |
| Aft, Forsyth & Company, Inc. | 10,084 | $2.75M | 1.41% | +120+1.2% | Added |
| Graphene Investments SAS | 10,100 | $2.75M | 1.80% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,190 | $2.78M | 0.31% | −142−1.4% | Reduced |
| United Bank | 10,198 | $2.78M | 1.06% | +500+5.2% | Added |
| Diversify Advisory Services, LLC | 12,024 | $2.79M | 0.11% | +3,047+33.9% | Added |
| Beech Hill Advisors, Inc. | 10,232 | $2.79M | 1.26% | −4,043−28.3% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,289 | $2.81M | 0.22% | +2,366+29.9% | Added |
| Vestmark Advisory Solutions, Inc. | 10,292 | $2.81M | 0.04% | −13,160−56.1% | Reduced |
| Unique Wealth, LLC | 10,297 | $2.81M | 0.45% | +375+3.8% | Added |
| MV Capital Management, Inc. | 10,381 | $2.83M | 0.29% | −366−3.4% | Reduced |
| VeraBank, N.A. | 10,406 | $2.84M | 0.57% | +3,293+46.3% | Added |
| SeaCrest Wealth Management, LLC | 10,423 | $2.84M | 0.31% | −577−5.2% | Reduced |
| Capital Investment Advisors, LLC | 10,478 | $2.86M | 0.05% | +3,458+49.3% | Added |
| Voleon Capital Management LP | 10,500 | $2.86M | 0.16% | −3,573−25.4% | Reduced |
| Segment Wealth Management, LLC | 10,573 | $2.88M | 0.18% | +394+3.9% | Added |