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 |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 10,650 | $2.90M | 0.27% | +435+4.3% | Added |
| True North Advisors, LLC | 10,663 | $2.91M | 0.56% | −892−7.7% | Reduced |
| Skopos Labs, Inc. | 10,673 | $2.91M | 0.38% | +2,129+24.9% | Added |
| Shaker Investments LLC | 10,774 | $2.94M | 1.20% | −3,340−23.7% | Reduced |
| Great Lakes Retirement, Inc. | 10,796 | $2.95M | 0.35% | +430+4.1% | Added |
| Alps Advisors Inc | 10,822 | $2.95M | 0.02% | +13+0.1% | Added |
| Fidelis Capital Partners, LLC | 11,882 | $2.96M | 0.27% | −252−2.1% | Reduced |
| WealthShield Partners, LLC | 10,859 | $2.96M | 0.36% | +415+4.0% | Added |
| Norway Savings Bank | 10,862 | $2.96M | 1.52% | +1,016+10.3% | Added |
| Archford Capital Strategies, LLC | 10,867 | $2.96M | 0.38% | +596+5.8% | Added |
| Enterprise Bank & Trust Co | 10,910 | $2.98M | 1.11% | +9+0.1% | Added |
| Fulton Bank, N.A. | 10,926 | $2.98M | 0.11% | +370+3.5% | Added |
| M Holdings Securities, Inc. | 10,975 | $3.00M | 0.51% | +10,975 | New |
| Morton Community Bank | 10,997 | $3.00M | 0.75% | +10,997 | New |
| M & L Capital Management Ltd | 11,000 | $3.00M | 0.68% | +11,000 | New |
| Agate Pass Investment Management, LLC | 11,022 | $3.01M | 1.23% | +2,437+28.4% | Added |
| Sawyer & Company, Inc | 19,189 | $3.01M | 1.08% | +115+0.6% | Added |
| Trust Asset Management LLC | 11,033 | $3.01M | 0.22% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,036 | $3.01M | 0.07% | +2,602+30.9% | Added |
| Sachetta, LLC | 11,068 | $3.02M | 1.19% | +15+0.1% | Added |
| Axxcess Wealth Management, LLC | 11,094 | $3.03M | 0.07% | +973+9.6% | Added |
| Cabot Wealth Management Inc | 11,103 | $3.03M | 0.36% | +122+1.1% | Added |
| NBC Securities, Inc. | 11,118 | $3.03M | 0.25% | −1,462−11.6% | Reduced |
| Scharf Investments, LLC | 11,116 | $3.03M | 0.09% | +883+8.6% | Added |
| Valicenti Advisory Services Inc | 11,134 | $3.04M | 0.71% | +11,134 | New |
| Central Pacific Bank - Trust Division | 11,136 | $3.04M | 0.39% | −686−5.8% | Reduced |
| HighVista Strategies LLC | 11,185 | $3.05M | 1.12% | +1,900+20.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 11,203 | $3.05M | 0.57% | +1,082+10.7% | Added |
| OMC Financial Services LTD | 11,217 | $3.06M | 1.25% | −112−1.0% | Reduced |
| 180 Wealth Advisors, LLC | 11,233 | $3.06M | 0.43% | −279−2.4% | Reduced |
| SCS Capital Management LLC | 11,232 | $3.07M | 0.03% | +40.0% | Added |
| Howard Capital Management Inc. | 11,243 | $3.07M | 0.05% | +2,272+25.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 11,582 | $3.08M | 1.28% | +259+2.3% | Added |
| Peapack Gladstone Financial Corp | 11,312 | $3.08M | 0.04% | −2,689−19.2% | Reduced |
| Roundview Capital LLC | 11,346 | $3.09M | 0.21% | +589+5.5% | Added |
| Headlands Technologies LLC | 11,354 | $3.10M | 0.37% | −18,209−61.6% | Reduced |
| Canandaigua National Bank & Trust Co | 11,399 | $3.11M | 0.29% | −272−2.3% | Reduced |
| Cito Capital Group, LLC | 11,425 | $3.12M | 1.09% | +3,925+52.3% | Added |
| Insigneo Advisory Services, LLC | 11,459 | $3.12M | 0.27% | −671−5.5% | Reduced |
| Elite Wealth Management, Inc. | 11,477 | $3.13M | 1.03% | −5,509−32.4% | Reduced |
| Mainstay Capital Management LLC | 11,534 | $3.15M | 0.16% | +5,961+107.0% | Added |
| Clarius Group, LLC | 11,579 | $3.16M | 0.18% | +128+1.1% | Added |
| Gs Investments, Inc. | 11,589 | $3.16M | 1.40% | −109−0.9% | Reduced |
| Western Wealth Management, LLC | 11,643 | $3.17M | 0.19% | −407−3.4% | Reduced |
| Avestar Capital, LLC | 11,634 | $3.18M | 0.23% | +1,054+10.0% | Added |
| Arthur M. Cohen & Associates, LLC | 11,660 | $3.18M | 0.56% | −640−5.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 11,676 | $3.18M | 0.83% | −278−2.3% | Reduced |
| Tounjian Advisory Partners, LLC | 11,876 | $3.19M | 0.62% | −224−1.9% | Reduced |
| KPP Advisory Services LLC | 11,698 | $3.19M | 0.53% | +1,340+12.9% | Added |
| Railway Pension Investments Ltd | 11,700 | $3.19M | 0.05% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 11,789 | $3.21M | 0.52% | +715+6.5% | Added |
| Bensler, LLC | 11,799 | $3.22M | 0.36% | −8−0.1% | Reduced |
| Broderick Brian C | 11,842 | $3.23M | 0.64% | +1,146+10.7% | Added |
| Davidson Capital Management Inc. | 11,859 | $3.23M | 0.78% | +2,520+27.0% | Added |
| Icon Advisers Inc | 11,862 | $3.23M | 0.74% | −1,038−8.0% | Reduced |
| HAP Trading, LLC | 11,997 | $3.27M | 1.42% | +11,997 | New |
| Silphium Asset Management Ltd | 12,007 | $3.27M | 1.17% | −1,188−9.0% | Reduced |
| GPM Growth Investors, Inc. | 12,016 | $3.28M | 1.30% | +1,472+14.0% | Added |
| Advocate Group LLC | 12,033 | $3.28M | 0.59% | +12,033 | New |
| Gilliland Jeter Wealth Management LLC | 12,071 | $3.29M | 1.07% | −212−1.7% | Reduced |
| Y.D. More Investments Ltd | 12,094 | $3.30M | 0.23% | −2,589−17.6% | Reduced |
| New Hampshire Trust | 12,094 | $3.30M | 0.69% | +112+0.9% | Added |
| Inspire Trust Co, N.A. | 12,100 | $3.30M | 0.68% | +3,100+34.4% | Added |
| Conscious Wealth Investments, LLC | 12,343 | $3.30M | 2.11% | +38+0.3% | Added |
| Independence Bank of Kentucky | 12,131 | $3.31M | 0.47% | +332+2.8% | Added |
| Mirabella Financial Services LLP | 12,126 | $3.31M | 0.35% | +375+3.2% | Added |
| Spire Wealth Management | 12,146 | $3.31M | 0.12% | −1,501−11.0% | Reduced |
| Hillman Capital Management, Inc. | 12,148 | $3.31M | 1.81% | −2,185−15.2% | Reduced |
| Kovack Advisors, Inc. | 12,159 | $3.32M | 0.33% | +1,105+10.0% | Added |
| Bulltick Wealth Management, LLC | 12,172 | $3.32M | 0.82% | −180−1.5% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 12,182 | $3.32M | 1.94% | +1,504+14.1% | Added |
| Cohen Investment Advisors LLC | 12,187 | $3.32M | 1.74% | +509+4.4% | Added |
| Courier Capital LLC | 12,265 | $3.34M | 0.20% | +107+0.9% | Added |
| Wellington Shields Capital Management, LLC | 12,266 | $3.34M | 0.57% | −22−0.2% | Reduced |
| Qtron Investments LLC | 12,309 | $3.36M | 0.43% | +750+6.5% | Added |
| HBW Advisory Services LLC | 12,329 | $3.36M | 0.41% | −1,796−12.7% | Reduced |
| Altrafin AG | 12,344 | $3.37M | 1.14% | +20+0.2% | Added |
| Finer Wealth Management, Inc. | 12,398 | $3.38M | 1.81% | +159+1.3% | Added |
| CWA Asset Management Group, LLC | 12,405 | $3.38M | 0.14% | +63+0.5% | Added |
| BigSur Wealth Management LLC | 12,400 | $3.39M | 0.85% | +700+6.0% | Added |
| Globeflex Capital L P | 12,424 | $3.39M | 0.28% | +11,824+1,970.7% | Added |
| Paradigm Financial Partners, LLC | 12,471 | $3.40M | 0.37% | −230−1.8% | Reduced |
| Hudson Bay Capital Management LP | 12,504 | $3.41M | 0.02% | −55,827−81.7% | Reduced |
| Mathes Company, Inc. | 12,513 | $3.41M | 1.27% | +215+1.7% | Added |
| Mirae Asset Securities (USA) Inc. | 12,533 | $3.42M | 0.15% | +12,533 | New |
| Change Path, LLC | 12,551 | $3.42M | 0.09% | +1,160+10.2% | Added |
| Cache Advisors, LLC | 12,552 | $3.42M | 0.93% | +1,668+15.3% | Added |
| Laurel Wealth Advisors LLC | 12,557 | $3.42M | 0.51% | +88+0.7% | Added |
| TTP Investments, Inc. | 12,572 | $3.43M | 1.12% | +12,572 | New |
| Evolution Wealth Advisors, LLC | 12,587 | $3.43M | 0.50% | +177+1.4% | Added |
| Northeast Financial Consultants Inc | 12,590 | $3.43M | 0.14% | −1,390−9.9% | Reduced |
| Garrett Investment Advisors LLC | 12,604 | $3.44M | 0.31% | +1,169+10.2% | Added |
| RD Finance Ltd | 12,645 | $3.45M | 4.51% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 12,746 | $3.48M | 0.88% | +555+4.6% | Added |
| Joseph Group Capital Management | 12,831 | $3.50M | 1.17% | +2,758+27.4% | Added |
| National Asset Management, Inc. | 12,861 | $3.51M | 0.17% | −9,719−43.0% | Reduced |
| Fort Point Capital Partners LLC | 12,861 | $3.51M | 0.35% | +11,198+673.4% | Added |
| Glassy Mountain Advisors, Inc. | 12,897 | $3.52M | 1.13% | +11,673+953.7% | Added |
| Savoie Capital LLC | 12,900 | $3.52M | 0.44% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 12,901 | $3.52M | 0.86% | −167−1.3% | Reduced |