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; 2,491 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
- 2,960
- +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
- 1,404 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 | 2,491 | $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 |
|---|---|---|---|---|---|
| Reyes Financial Architecture, Inc. | 81 | $22.1K | 0.02% | −1,015−92.6% | Reduced |
| Stephenson National Bank & Trust | 84 | $22.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 85 | $23.2K | 0.03% | −666−88.7% | Reduced |
| Promus Capital, LLC | 86 | $23.5K | 0.02% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 86 | $23.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 87 | $23.6K | 0.01% | +31+55.4% | Added |
| Access Investment Management LLC | 89 | $24.3K | 0.01% | +89 | New |
| Compass Financial Services Inc | 89 | $24.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 89 | $24.3K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 90 | $24.5K | 0.01% | +65+260.0% | Added |
| Asset Planning,Inc | 93 | $25.4K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 93 | $25.4K | 0.01% | −8−7.9% | Reduced |
| FSA Wealth Management LLC | 94 | $25.5K | 0.01% | +1+1.1% | Added |
| RiverPark Advisors, LLC | 94 | $25.6K | 0.02% | +2+2.2% | Added |
| Cherry Tree Wealth Management, LLC | 95 | $25.9K | 0.01% | −10−9.5% | Reduced |
| Operose Advisors LLC | 96 | $26.2K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 98 | $26.6K | 0.02% | +1+1.0% | Added |
| Cedar Mountain Advisors, LLC | 99 | $27.1K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 100 | $27.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 100 | $27.3K | 0.02% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 100 | $27.3K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 101 | $27.4K | 0.03% | +101 | New |
| Chesapeake Asset Management LLC | 100 | $27.5K | 0.02% | −13−11.5% | Reduced |
| Robinswood Financial LLC | 102 | $27.9K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 105 | $28.0K | 0.01% | −91−46.4% | Reduced |
| Granite FO LLC | 103 | $28.1K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 108 | $29.5K | 0.01% | −11−9.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 108 | $29.5K | 0.00% | −22−16.9% | Reduced |
| 1620 Investment Advisors, Inc. | 109 | $29.9K | 0.02% | −1−0.9% | Reduced |
| Barrett & Company, Inc. | 110 | $30.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 112 | $30.6K | 0.00% | +86+330.8% | Added |
| Christopher J. Hasenberg, Inc | 116 | $31.6K | 0.01% | +92+383.3% | Added |
| Main Street Group, LTD | 117 | $31.9K | 0.01% | −50−29.9% | Reduced |
| Kathleen S. Wright Associates Inc. | 117 | $31.9K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 118 | $32.0K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 123 | $33.5K | 0.01% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 125 | $34.1K | 0.52% | +125 | New |
| Maseco LLP | 125 | $34.2K | 0.00% | +125 | New |
| Quaker Wealth Management, LLC | 126 | $34.4K | 0.01% | +126 | New |
| Country Trust Bank | 129 | $35.2K | 0.00% | +112+658.8% | Added |
| Clear Investment Research, LLC | 129 | $35.3K | 0.04% | +1+0.8% | Added |
| IAG Wealth Partners, LLC | 130 | $35.5K | 0.00% | −20−13.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 133 | $36.3K | 0.00% | +21+18.8% | Added |
| VSM Wealth Advisory, LLC | 135 | $36.8K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 138 | $37.6K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 138 | $37.7K | 0.00% | +44+46.8% | Added |
| Glass Jacobson Investment Advisors llc | 140 | $38.2K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 144 | $39.4K | 0.02% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 145 | $39.5K | 0.02% | +145 | New |
| WFA Asset Management Corp | 158 | $40.7K | 0.02% | −242−60.5% | Reduced |
| Capital A Wealth Management, LLC | 155 | $40.8K | 0.46% | +45+40.9% | Added |
| Decker Retirement Planning Inc. | 150 | $40.9K | 0.02% | +111+284.6% | Added |
| Raffa Wealth Management, LLC | 151 | $41.2K | 0.01% | +12+8.6% | Added |
| Kilter Group LLC | 153 | $41.7K | 0.02% | +153 | New |
| Retirement Wealth Solutions LLC | 158 | $43.0K | 0.03% | −41−20.6% | Reduced |
| Sierra Ocean, LLC | 161 | $43.9K | 0.03% | −44−21.5% | Reduced |
| Graney & King, LLC | 161 | $44.0K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 167 | $44.0K | 0.04% | −12,040−98.6% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 165 | $45.0K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 165 | $45.0K | 0.05% | +11+7.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 164 | $45.0K | 0.00% | +91+124.7% | Added |
| ZRC Wealth Management, LLC | 165 | $45.0K | 0.02% | 00.0% | Unchanged |
| Team Financial Group, LLC | 170 | $46.4K | 0.02% | +170 | New |
| Vermillion Wealth Management, Inc. | 172 | $47.0K | 0.02% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 174 | $47.5K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 176 | $48.0K | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 180 | $49.1K | 0.01% | +119+195.1% | Added |
| Gables Capital Management Inc. | 181 | $49.4K | 0.02% | +65+56.0% | Added |
| Kiker Wealth Management, LLC | 186 | $50.7K | 0.03% | −36−16.2% | Reduced |
| Cedar Wealth Management, LLC | 187 | $51.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 189 | $51.6K | 0.00% | −80−29.7% | Reduced |
| Bank & Trust Co | 190 | $51.8K | 0.04% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 192 | $51.9K | 0.04% | −17−8.1% | Reduced |
| RMG Wealth Management LLC | 200 | $52.0K | 0.01% | +200 | New |
| Core Alternative Capital | 191 | $52.1K | 0.01% | +3+1.6% | Added |
| GHP Investment Advisors, Inc. | 194 | $53.0K | 0.00% | +30+18.3% | Added |
| Garrison Bradford & Associates Inc | 200 | $54.5K | 0.06% | 00.0% | Unchanged |
| Breakwater Investment Management | 200 | $54.5K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 202 | $55.1K | 0.02% | −33−14.0% | Reduced |
| Tidemark, LLC | 204 | $55.6K | 0.02% | +22+12.1% | Added |
| Ameliora Wealth Management Ltd. | 205 | $55.9K | 0.02% | +5+2.5% | Added |
| SWAN Capital LLC | 205 | $55.9K | 0.02% | +5+2.5% | Added |
| Howard Hughes Medical Institute | 206 | $56.2K | 0.02% | +206 | New |
| Whipplewood Advisors, LLC | 210 | $57.3K | 0.03% | −744−78.0% | Reduced |
| MTM Investment Management, LLC | 215 | $58.6K | 0.02% | +215 | New |
| Delta Asset Management LLC | 217 | $59.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 219 | $59.6K | 0.01% | +7+3.3% | Added |
| CGC Financial Services, LLC | 223 | $60.8K | 0.02% | 00.0% | Unchanged |
| Clark Wealth Partners | 226 | $61.6K | 0.04% | +16+7.6% | Added |
| Bank of New Hampshire | 230 | $62.7K | 0.02% | −80−25.8% | Reduced |
| Pacific Center for Financial Services | 231 | $63.0K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 248 | $67.6K | 0.04% | 00.0% | Unchanged |
| Rational Advisors LLC | 252 | $68.7K | 0.01% | +252 | New |
| Proathlete Wealth Management LLC | 260 | $71.4K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 277 | $71.6K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 271 | $73.9K | 0.01% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 275 | $75.0K | 0.04% | +275 | New |
| Binnacle Investments Inc | 277 | $75.5K | 0.05% | +16+6.1% | Added |
| Colonial Trust Advisors | 282 | $76.9K | 0.01% | −54−16.1% | Reduced |
| Northwest Capital Management Inc | 283 | $77.2K | 0.04% | 00.0% | Unchanged |