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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 754 | $206.0K | 0.00% | +197+35.4% | Added |
| Tranquilli Financial Advisor LLC | 756 | $206.2K | 0.13% | +756 | New |
| Strategic Advocates LLC | 757 | $206.5K | 0.06% | +757 | New |
| Tufton Capital Management | 760 | $207.0K | 0.04% | −15−1.9% | Reduced |
| Raleigh Capital Management Inc. | 760 | $207.2K | 0.09% | −1,166−60.5% | Reduced |
| Williams & Novak, LLC | 760 | $207.2K | 0.18% | +760 | New |
| USAdvisors Wealth Management, LLC | 765 | $208.0K | 0.08% | −408−34.8% | Reduced |
| TruWealth Advisors, LLC | 763 | $208.1K | 0.01% | +763 | New |
| Cahill Financial Advisors Inc | 763 | $208.1K | 0.03% | −65−7.9% | Reduced |
| Exchange Bank | 764 | $208.3K | 0.16% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 764 | $208.5K | 0.14% | −374−32.9% | Reduced |
| Mitchell Sinkler & Starr | 765 | $208.6K | 0.10% | 00.0% | Unchanged |
| RPS Advisory Solutions LLC | 765 | $208.6K | 0.11% | −15−1.9% | Reduced |
| Quantum Financial Advisors, LLC | 766 | $208.9K | 0.03% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 769 | $209.7K | 0.28% | −25−3.1% | Reduced |
| CFO4Life Group, LLC | 774 | $211.1K | 0.03% | −92−10.6% | Reduced |
| Private Management Group Inc | 777 | $211.9K | 0.01% | +777 | New |
| Hemington Wealth Management | 781 | $212.0K | 0.03% | −42−5.1% | Reduced |
| Capula Management Ltd | 779 | $212.4K | 0.00% | −3,554−82.0% | Reduced |
| Atticus Wealth Management, LLC | 779 | $212.4K | 0.06% | +766+5,892.3% | Added |
| Clark Asset Management, LLC | 780 | $212.6K | 0.03% | +18+2.4% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 781 | $213.0K | 0.11% | −20−2.5% | Reduced |
| Acorn Creek Capital LLC | 781 | $213.0K | 0.09% | −38−4.6% | Reduced |
| Stiles Financial Services Inc | 782 | $213.6K | 0.07% | −51−6.1% | Reduced |
| Teramo Advisors, LLC | 786 | $214.3K | 0.08% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 786 | $214.3K | 0.13% | +786 | New |
| Gateway Wealth Partners, LLC | 789 | $215.3K | 0.04% | +789 | New |
| City Holding Co | 791 | $215.7K | 0.03% | +386+95.3% | Added |
| Burk Holdings LLC | 791 | $215.7K | 0.14% | −1,108−58.3% | Reduced |
| West Paces Advisors Inc. | 791 | $215.7K | 0.05% | +65+9.0% | Added |
| Berkshire Money Management, Inc. | 793 | $216.2K | 0.02% | −155−16.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 793 | $216.2K | 0.35% | −19−2.3% | Reduced |
| HMS Capital Management, LLC | 794 | $216.5K | 0.10% | +794 | New |
| Crescent Grove Advisors, LLC | 794 | $216.9K | 0.02% | −7−0.9% | Reduced |
| Weatherly Asset Management L. P. | 795 | $217.0K | 0.02% | +17+2.2% | Added |
| Alhambra Investment Partners LLC | 796 | $217.1K | 0.11% | +796 | New |
| Round Rock Advisors, LLC | 798 | $217.6K | 0.04% | −17−2.1% | Reduced |
| Prairie Wealth Advisors, Inc. | 798 | $217.9K | 0.09% | +10+1.3% | Added |
| Wellington Capital Management, Inc. | 799 | $218.0K | 0.33% | +799 | New |
| Verus Capital Partners, LLC | 800 | $218.0K | 0.02% | −92−10.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 800 | $218.1K | 0.03% | −14−1.7% | Reduced |
| Cladis Investment Advisory, LLC | 800 | $218.2K | 0.14% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 800 | $218.2K | 0.04% | +800 | New |
| Alpha Wealth Funds, LLC | 800 | $218.5K | 0.20% | +800 | New |
| Cypress Capital Management LLC (WY) | 800 | $218.5K | 0.24% | 00.0% | Unchanged |
| Blalock Williams, LLC | 802 | $218.7K | 0.22% | −92−10.3% | Reduced |
| ERn Financial, LLC | 803 | $219.1K | 0.05% | +5+0.6% | Added |
| InTrack Investment Management Inc | 805 | $219.6K | 0.15% | −2,339−74.4% | Reduced |
| OneAscent Family Office, LLC | 805 | $220.0K | 0.21% | −16−1.9% | Reduced |
| SkyView Investment Advisors, LLC | 806 | $220.0K | 0.03% | +806 | New |
| Capital Advisors Inc | 807 | $220.2K | 0.00% | −66−7.6% | Reduced |
| Alpha Zero LLC | 809 | $220.6K | 0.14% | +47+6.2% | Added |
| Bearing Point Capital, LLC | 809 | $220.6K | 0.04% | +809 | New |
| New Covenant Trust Company, N.A. | 811 | $221.7K | 0.20% | 00.0% | Unchanged |
| Blossom Wealth Management | 815 | $222.3K | 0.39% | +12+1.5% | Added |
| Sittner & Nelson, LLC | 816 | $222.6K | 0.09% | +100+14.0% | Added |
| Horizon Bancorp Inc | 817 | $223.0K | 0.11% | −65−7.4% | Reduced |
| Constant Guidance Financial LLC | 820 | $223.6K | 0.22% | +820 | New |
| Sagace Wealth Management LLC | 820 | $223.6K | 0.17% | +820 | New |
| Patton Fund Management, Inc. | 821 | $223.9K | 0.05% | +821 | New |
| Alphadyne Asset Management LP | 825 | $225.0K | 0.68% | +825 | New |
| PSI Advisors, LLC | 825 | $225.0K | 0.11% | −199−19.4% | Reduced |
| Brueske Advisory Services, LLC | 826 | $225.2K | 0.15% | +7+0.9% | Added |
| ORG Partners LLC | 829 | $225.4K | 0.05% | −140−14.4% | Reduced |
| Code Waechter LLC | 827 | $225.5K | 0.16% | +827 | New |
| My Personal CFO, LLC | 827 | $225.5K | 0.10% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 827 | $225.6K | 0.09% | −9−1.1% | Reduced |
| Talisman Wealth Advisors LLC | 832 | $226.8K | 0.21% | −20−2.3% | Reduced |
| Archvest Wealth Advisors, Inc. | 835 | $227.7K | 0.20% | 00.0% | Unchanged |
| Janney Capital Management LLC | 837 | $228.0K | 0.01% | −104−11.1% | Reduced |
| Rydar Equities, Inc. | 839 | $228.9K | 0.18% | +839 | New |
| BCS Wealth Management | 841 | $229.0K | 0.05% | +841 | New |
| Heritage Wealth Advisors | 841 | $229.3K | 0.01% | +1+0.1% | Added |
| Old Port Advisors | 842 | $229.6K | 0.06% | +20+2.4% | Added |
| Capital Advisors, Ltd. LLC | 843 | $230.0K | 0.03% | +69+8.9% | Added |
| Byrne Financial Freedom, LLC | 849 | $231.5K | 0.12% | −7−0.8% | Reduced |
| Atlas Capital Advisors LLC | 850 | $231.8K | 0.03% | +455+115.2% | Added |
| Alpine Bank Wealth Management | 851 | $232.1K | 0.04% | −135−13.7% | Reduced |
| Rise Advisors, LLC | 851 | $232.1K | 0.09% | +5+0.6% | Added |
| DT Investment Partners, LLC | 852 | $232.3K | 0.02% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 853 | $232.6K | 0.10% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 855 | $233.2K | 0.15% | −1,439−62.7% | Reduced |
| Centennial Wealth Advisory LLC | 852 | $233.4K | 0.07% | +852 | New |
| Brown Capital Management LLC | 857 | $233.7K | 0.01% | −392−31.4% | Reduced |
| Integral Investment Advisors, Inc. | 857 | $233.7K | 0.07% | +857 | New |
| Coordinated Financial Services, Inc. | 857 | $233.7K | 0.16% | +857 | New |
| Indiana Trust & Investment Management CO | 858 | $234.0K | 0.08% | −300−25.9% | Reduced |
| Hobbs Wealth Management, LLC | 858 | $234.0K | 0.22% | −123−12.5% | Reduced |
| Puff Wealth Management, LLC | 859 | $234.2K | 0.38% | +14+1.7% | Added |
| Aletheian Wealth Advisors LLC | 859 | $234.2K | 0.12% | +859 | New |
| DGS Capital Management, LLC | 860 | $234.6K | 0.05% | −68−7.3% | Reduced |
| Old North State Wealth Management, LLC | 864 | $236.5K | 0.12% | +17+2.0% | Added |
| PAX Financial Group, LLC | 869 | $237.0K | 0.05% | −577−39.9% | Reduced |
| Arcadia Investment Management Corp | 870 | $237.2K | 0.04% | 00.0% | Unchanged |
| Foronjy Financial LLC | 871 | $237.4K | 0.11% | +871 | New |
| EntryPoint Capital, LLC | 871 | $237.5K | 0.12% | +871 | New |
| Granite Group Advisors, LLC | 872 | $237.8K | 0.14% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 873 | $238.2K | 0.03% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 1,006 | $238.4K | 0.34% | +1,006 | New |
| RDA Financial Network | 880 | $239.9K | 0.06% | −4,361−83.2% | Reduced |