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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 16,554 | $4.51M | 0.30% | −886−5.1% | Reduced |
| Summit Financial, LLC | 16,532 | $4.51M | 0.10% | −15,322−48.1% | Reduced |
| Optas, LLC | 16,627 | $4.53M | 0.86% | −236−1.4% | Reduced |
| Pegasus Asset Management, Inc. | 16,697 | $4.55M | 1.56% | +292+1.8% | Added |
| Sandhill Capital Partners LLC | 16,799 | $4.58M | 0.33% | +68+0.4% | Added |
| Qsemble Capital Management, LP | 16,817 | $4.59M | 0.44% | −23,751−58.5% | Reduced |
| First Horizon Advisors, Inc. | 16,856 | $4.60M | 0.12% | −1,032−5.8% | Reduced |
| RBA Wealth Management, LLC | 16,890 | $4.61M | 1.72% | +160+1.0% | Added |
| Sagespring Wealth Partners, LLC | 17,092 | $4.66M | 0.10% | −7,413−30.3% | Reduced |
| Meeder Advisory Services, Inc. | 17,125 | $4.67M | 0.24% | −695−3.9% | Reduced |
| FourThought Financial Partners, LLC | 17,139 | $4.67M | 0.46% | +336+2.0% | Added |
| Brady Family Wealth, LLC | 17,168 | $4.68M | 1.45% | −49−0.3% | Reduced |
| South State Corp. | 17,181 | $4.69M | 0.20% | −109−0.6% | Reduced |
| Hudson Capital Management LLC | 17,209 | $4.69M | 1.33% | +563+3.4% | Added |
| Otter Creek Advisors, LLC | 17,325 | $4.72M | 3.55% | +5,600+47.8% | Added |
| Zevenbergen Capital Investments LLC | 17,400 | $4.74M | 0.09% | −5,700−24.7% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 17,407 | $4.75M | 0.56% | −1,654−8.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 17,456 | $4.76M | 0.25% | −609−3.4% | Reduced |
| Proem Advisors LLC | 17,500 | $4.77M | 1.26% | +17,500 | New |
| Baker Chad R | 17,525 | $4.78M | 0.89% | 00.0% | Unchanged |
| Cullinan Associates Inc | 17,600 | $4.80M | 0.32% | −1,246−6.6% | Reduced |
| NorthRock Partners, LLC | 17,581 | $4.80M | 0.13% | −3,419−16.3% | Reduced |
| Hills Bank & Trust Co | 17,746 | $4.84M | 0.30% | −115−0.6% | Reduced |
| AlTi Global, Inc. | 17,862 | $4.86M | 0.12% | +1,396+8.5% | Added |
| F/M Investments LLC | 17,893 | $4.88M | 0.18% | +88+0.5% | Added |
| Oak Harvest Investment Services | 17,898 | $4.88M | 0.61% | +660+3.8% | Added |
| Jericho Financial, LLP | 17,904 | $4.88M | 3.22% | −83−0.5% | Reduced |
| Harbour Capital Advisors, LLC | 18,181 | $4.89M | 1.03% | +30+0.2% | Added |
| Fifth Third Wealth Advisors LLC | 17,980 | $4.90M | 0.21% | +1,353+8.1% | Added |
| Caldwell Trust Co | 18,047 | $4.92M | 0.49% | −166−0.9% | Reduced |
| Promethos Capital, LLC | 18,076 | $4.93M | 1.66% | 00.0% | Unchanged |
| TIG Advisors, LLC | 18,084 | $4.93M | 0.27% | +18,084 | New |
| LM Advisors LLC | 18,107 | $4.94M | 0.64% | +522+3.0% | Added |
| Independent Financial Group, LLC | 18,106 | $4.94M | 0.14% | +492+2.8% | Added |
| Generate Investment Management Ltd | 18,178 | $4.96M | 0.28% | −38,849−68.1% | Reduced |
| Guinness Atkinson Asset Management Inc | 18,224 | $4.97M | 2.61% | −1,442−7.3% | Reduced |
| Ossiam | 18,277 | $4.98M | 0.06% | −1,006−5.2% | Reduced |
| Vega Investment Solutions | 18,297 | $4.99M | 1.17% | −9,996−35.3% | Reduced |
| SBI Securities Co., Ltd. | 18,311 | $4.99M | 0.14% | +845+4.8% | Added |
| Callan Family Office, LLC | 18,351 | $5.00M | 0.16% | +12,000+188.9% | Added |
| Ashton Thomas Private Wealth, LLC | 18,334 | $5.01M | 0.18% | +4,304+30.7% | Added |
| Flagship Harbor Advisors, LLC | 18,375 | $5.01M | 0.24% | +7,612+70.7% | Added |
| Ostrum Asset Management | 18,388 | $5.01M | 0.23% | −4,413−19.4% | Reduced |
| Symphony Financial, Ltd. Co. | 22,057 | $5.02M | 0.66% | +18,209+473.2% | Added |
| M. Kulyk & Associates, LLC | 18,479 | $5.04M | 1.09% | +883+5.0% | Added |
| Codex Capital Asset Management L.L.C. | 18,500 | $5.04M | 2.02% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 18,550 | $5.06M | 0.33% | +3,214+21.0% | Added |
| Capital Analysts, LLC | 18,664 | $5.09M | 0.17% | +51+0.3% | Added |
| Hartline Investment Corp | 18,799 | $5.13M | 0.58% | −1,626−8.0% | Reduced |
| Whalerock Point Partners, LLC | 18,810 | $5.13M | 1.11% | +338+1.8% | Added |
| Somerville Kurt F | 18,824 | $5.13M | 0.86% | +3,635+23.9% | Added |
| Quadrant Private Wealth Management, LLC | 18,799 | $5.13M | 1.06% | +193+1.0% | Added |
| Plimoth Trust Co LLC | 18,865 | $5.14M | 1.23% | +568+3.1% | Added |
| Invenomic Capital Management LP | 19,021 | $5.19M | 0.29% | +19,021 | New |
| Everence Capital Management Inc | 19,070 | $5.20M | 0.33% | −7,170−27.3% | Reduced |
| Heron Bay Capital Management | 19,082 | $5.20M | 1.02% | +1,135+6.3% | Added |
| Exchange Traded Concepts, LLC | 19,142 | $5.22M | 0.07% | +8,825+85.5% | Added |
| Woodmont Investment Counsel LLC | 19,206 | $5.24M | 0.35% | +493+2.6% | Added |
| RNC Capital Management LLC | 19,233 | $5.24M | 0.25% | +3,584+22.9% | Added |
| Atomi Financial Group, Inc. | 19,262 | $5.25M | 0.20% | +1,722+9.8% | Added |
| Consolidated Investment Group LLC | 19,325 | $5.27M | 0.71% | 00.0% | Unchanged |
| Eastern Bank | 19,333 | $5.27M | 0.10% | −43,054−69.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,451 | $5.30M | 0.12% | −37,593−65.9% | Reduced |
| Smithbridge Asset Management Inc | 19,467 | $5.31M | 0.93% | −681−3.4% | Reduced |
| Essex Investment Management Co LLC | 19,497 | $5.32M | 0.97% | −443−2.2% | Reduced |
| Hancock Whitney Corp | 19,500 | $5.32M | 0.10% | +7,102+57.3% | Added |
| IFP Advisors, Inc | 19,510 | $5.32M | 0.15% | +8,483+76.9% | Added |
| Private Wealth Partners, LLC | 19,535 | $5.33M | 0.42% | −475−2.4% | Reduced |
| Bailard, Inc. | 19,566 | $5.34M | 0.12% | −178−0.9% | Reduced |
| Bouvel Investment Partners, LLC | 19,696 | $5.37M | 1.82% | +176+0.9% | Added |
| Lee Danner & Bass Inc | 19,720 | $5.38M | 0.42% | +19,720 | New |
| Vestcor Inc | 19,760 | $5.39M | 0.16% | +1,280+6.9% | Added |
| Sendero Wealth Management, LLC | 19,762 | $5.39M | 0.67% | +19,762 | New |
| 111 Capital | 19,781 | $5.39M | 0.93% | +5,007+33.9% | Added |
| Dynamic Advisor Solutions LLC | 19,819 | $5.40M | 0.17% | −451−2.2% | Reduced |
| One Madison Group LLC | 20,000 | $5.45M | 0.57% | +15,000+300.0% | Added |
| Peregrine Investment Management Inc | 20,000 | $5.45M | 3.49% | +20,000 | New |
| Conning Inc. | 20,051 | $5.47M | 0.19% | +1,805+9.9% | Added |
| Petredis Investment Advisors LLC | 20,137 | $5.49M | 0.48% | +236+1.2% | Added |
| Bridge Creek Capital Management LLC | 20,162 | $5.50M | 1.62% | +374+1.9% | Added |
| Continuum Advisory, LLC | 20,181 | $5.50M | 0.66% | +16,327+423.6% | Added |
| Moran Wealth Management, LLC | 20,346 | $5.55M | 0.17% | −3,056−13.1% | Reduced |
| S-Bank Fund Management Ltd | 20,376 | $5.56M | 0.82% | −1,589−7.2% | Reduced |
| Geneos Wealth Management Inc. | 20,486 | $5.59M | 0.14% | +2,966+16.9% | Added |
| Meridian Management Co | 21,651 | $5.59M | 1.53% | +1,718+8.6% | Added |
| Harbor Capital Advisors, Inc. | 20,614 | $5.62M | 0.24% | −106−0.5% | Reduced |
| Bey-Douglas LLC | 20,616 | $5.62M | 3.36% | +5,191+33.7% | Added |
| Iowa State Bank | 20,686 | $5.64M | 1.12% | +28+0.1% | Added |
| Cordatus Wealth Management LLC | 20,686 | $5.64M | 1.39% | +20,686 | New |
| Means Investment Co., Inc. | 20,705 | $5.65M | 0.53% | −732−3.4% | Reduced |
| Atria Wealth Solutions, Inc. | 20,770 | $5.67M | 0.13% | −25,070−54.7% | Reduced |
| Meridian Wealth Advisors, LLC | 20,855 | $5.69M | 0.90% | +1,006+5.1% | Added |
| Linden Thomas Advisory Services, LLC | 20,996 | $5.73M | 0.63% | +136+0.7% | Added |
| SeaBridge Investment Advisors LLC | 21,008 | $5.73M | 1.07% | +529+2.6% | Added |
| First Financial Bank - Trust Division | 21,023 | $5.73M | 0.50% | −2,585−10.9% | Reduced |
| Wolverine Asset Management LLC | 21,050 | $5.74M | 0.10% | −3,883−15.6% | Reduced |
| VestGen Advisors, LLC | 21,265 | $5.77M | 0.23% | −34−0.2% | Reduced |
| MUFG Securities Americas Inc. | 21,265 | $5.80M | 0.50% | +4,325+25.5% | Added |
| RB Capital Management, LLC | 21,282 | $5.80M | 1.31% | +250+1.2% | Added |
| Signaturefd, LLC | 21,337 | $5.82M | 0.10% | +396+1.9% | Added |