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; 2,492 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 | 2,492 | $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 |
|---|---|---|---|---|---|
| Stone House Investment Management, LLC | 285 | $77.7K | 0.01% | −152−34.8% | Reduced |
| Park Square Financial Group, LLC | 286 | $78.0K | 0.06% | −313−52.3% | Reduced |
| Rosenberg Matthew Hamilton | 292 | $79.6K | 0.02% | −41−12.3% | Reduced |
| Prestige Wealth Management Group LLC | 292 | $79.7K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 299 | $81.5K | 0.07% | −185−38.2% | Reduced |
| Horizon Financial Services, LLC | 300 | $81.8K | 0.04% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 309 | $84.0K | 0.06% | 00.0% | Unchanged |
| Clear Street Markets LLC | 309 | $84.3K | 0.03% | +309 | New |
| MB, Levis & Associates, LLC | 311 | $84.8K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 313 | $85.4K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 314 | $85.6K | 0.02% | +118+60.2% | Added |
| Armstrong Advisory Group, Inc | 319 | $87.0K | 0.01% | −24−7.0% | Reduced |
| Red Tortoise LLC | 322 | $87.7K | 0.04% | +213+195.4% | Added |
| Financial Perspectives, Inc | 327 | $89.3K | 0.03% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 330 | $90.0K | 0.05% | +158+91.9% | Added |
| Vestor Capital, LLC | 2,081 | $90.0K | 0.01% | +1,310+169.9% | Added |
| Estabrook Capital Management | 331 | $90.3K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 331 | $90.4K | 0.01% | +149+81.9% | Added |
| Sherman Asset Management, Inc. | 333 | $90.8K | 0.08% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 333 | $90.8K | 0.02% | +111+50.0% | Added |
| First PREMIER Bank | 348 | $95.0K | 0.02% | +85+32.3% | Added |
| Consultiva Wealth Management, Corp. | 351 | $95.7K | 0.30% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 358 | $97.6K | 0.02% | +90+33.6% | Added |
| Wellington Shields & Co., LLC | 361 | $98.4K | 0.03% | −485−57.3% | Reduced |
| Bruce G. Allen Investments, LLC | 361 | $98.4K | 0.07% | +150+71.1% | Added |
| BFSG, LLC | 362 | $98.7K | 0.01% | −3,436−90.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 367 | $100.2K | 0.06% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 376 | $102.5K | 0.04% | −109−22.5% | Reduced |
| FWL Investment Management, LLC | 380 | $103.6K | 0.03% | −42−10.0% | Reduced |
| Activest Wealth Management | 382 | $104.1K | 0.03% | −345−47.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 382 | $104.2K | 0.02% | +59+18.3% | Added |
| Cornerstone Planning Group LLC | 421 | $104.3K | 0.02% | −244−36.7% | Reduced |
| Private Wealth Management Group, LLC | 384 | $104.7K | 0.03% | +7+1.9% | Added |
| Provenance Wealth Advisors, LLC | 388 | $105.8K | 0.02% | +247+175.2% | Added |
| Evergreen Private Wealth LLC | 395 | $107.7K | 0.05% | +11+2.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 398 | $108.7K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 400 | $109.1K | 0.04% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 403 | $109.9K | 0.04% | +403 | New |
| Redwood Park Advisors LLC | 407 | $111.0K | 0.09% | −99−19.6% | Reduced |
| Atwood & Palmer Inc | 408 | $111.4K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 411 | $112.4K | 0.01% | −29−6.6% | Reduced |
| Ogorek Anthony Joseph | 422 | $115.0K | 0.04% | −20−4.5% | Reduced |
| Total Investment Management Inc | 423 | $115.3K | 0.02% | +423 | New |
| Iron Horse Wealth Management, LLC | 423 | $115.3K | 0.03% | +1+0.2% | Added |
| NewSquare Capital LLC | 426 | $116.2K | 0.01% | +150+54.3% | Added |
| Beaird Harris Wealth Management, LLC | 437 | $119.3K | 0.01% | +49+12.6% | Added |
| Financial Connections Group, Inc. | 463 | $126.0K | 0.05% | +200+76.0% | Added |
| Frazier Financial Advisors, LLC | 467 | $127.4K | 0.09% | +14+3.1% | Added |
| Caldwell Sutter Capital, Inc. | 469 | $127.9K | 0.06% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 473 | $129.0K | 0.03% | −33−6.5% | Reduced |
| Bell Investment Advisors, Inc | 477 | $130.1K | 0.02% | +15+3.2% | Added |
| Vision Financial Markets LLC | 478 | $130.2K | 0.12% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 485 | $132.3K | 0.02% | −2−0.4% | Reduced |
| Deseret Mutual Benefit Administrators | 486 | $132.5K | 0.06% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $136.3K | 0.06% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 518 | $141.3K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 520 | $141.8K | 0.01% | +56+12.1% | Added |
| Pandora Wealth, Inc. | 531 | $144.8K | 0.09% | −204−27.8% | Reduced |
| Banque de Luxembourg S.A. | 551 | $147.9K | 0.08% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 545 | $148.6K | 0.02% | −51−8.6% | Reduced |
| JFS Wealth Advisors, LLC | 552 | $150.5K | 0.01% | +44+8.7% | Added |
| CSS LLC | 560 | $152.7K | 0.01% | −340−37.8% | Reduced |
| Tompkins Financial Corp | 571 | $155.7K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 601 | $163.4K | 0.09% | +31+5.4% | Added |
| Hanson & Doremus Investment Management | 607 | $166.0K | 0.02% | +39+6.9% | Added |
| Bank of Jackson Hole Trust | 612 | $166.9K | 0.09% | −11−1.8% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 621 | $169.4K | 0.10% | +112+22.0% | Added |
| Dakota Community Bank & Trust NA | 639 | $174.2K | 0.78% | +48+8.1% | Added |
| L1 Capital Pty Ltd | 648 | $176.7K | 0.01% | +648 | New |
| First Command Advisory Services, Inc. | 657 | $179.2K | 0.00% | +85+14.9% | Added |
| Blume Capital Management, Inc. | 677 | $184.6K | 0.04% | −4−0.6% | Reduced |
| Covestor Ltd | 707 | $193.0K | 0.11% | −198−21.9% | Reduced |
| Hughes Financial Services, LLC | 777 | $193.6K | 0.03% | +18+2.4% | Added |
| Front Row Advisors LLC | 720 | $196.6K | 0.07% | −80−10.0% | Reduced |
| Vista Capital Partners, Inc. | 734 | $200.2K | 0.02% | −35−4.6% | Reduced |
| Affiance Financial, LLC | 734 | $200.2K | 0.04% | +734 | New |
| MFA Wealth Services | 734 | $200.3K | 0.15% | +734 | New |
| Altus Wealth Group LLC | 736 | $200.6K | 0.09% | −67−8.3% | Reduced |
| Avory & Company, LLC | 738 | $201.1K | 0.12% | −14−1.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 739 | $201.5K | 0.04% | +739 | New |
| Legacy Financial Strategies, LLC | 740 | $201.7K | 0.04% | +740 | New |
| Pacific Sun Financial Corp | 740 | $201.8K | 0.11% | −15−2.0% | Reduced |
| Account Management LLC | 740 | $201.8K | 0.22% | +740 | New |
| Monticello Wealth Management, LLC | 741 | $202.2K | 0.02% | −339−31.4% | Reduced |
| Van Hulzen Asset Management, LLC | 742 | $202.4K | 0.02% | +742 | New |
| Nicholas Investment Partners, LP | 743 | $202.6K | 0.02% | +743 | New |
| Global Strategic Investment Solutions, LLC | 744 | $202.9K | 0.02% | +744 | New |
| Up Strategic Wealth Investment Advisors LLC | 745 | $203.2K | 0.16% | +745 | New |
| GSB Wealth Management, LLC | 746 | $203.5K | 0.05% | +746 | New |
| Well Done, LLC | 747 | $203.5K | 0.04% | −304−28.9% | Reduced |
| GoalVest Advisory LLC | 749 | $204.2K | 0.05% | +82+12.3% | Added |
| Guyasuta Investment Advisors Inc | 749 | $204.2K | 0.01% | +749 | New |
| Abound Wealth Management | 750 | $204.4K | 0.06% | −12−1.6% | Reduced |
| Intellus Advisors LLC | 750 | $204.5K | 0.03% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 749 | $204.6K | 0.07% | −396−34.6% | Reduced |
| DMG Group, LLC | 752 | $205.1K | 0.16% | +752 | New |
| St. Louis Trust Co | 753 | $205.3K | 0.03% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 753 | $205.3K | 0.18% | +753 | New |
| Transce3nd, LLC | 755 | $205.7K | 0.09% | −232−23.5% | Reduced |
| ABLE Financial Group, LLC | 755 | $205.9K | 0.05% | +755 | New |