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 |
|---|---|---|---|---|---|
| Counterweight Ventures, LLC | 880 | $240.0K | 0.16% | −98−10.0% | Reduced |
| Wellspring Financial Advisors, LLC | 881 | $240.3K | 0.02% | +131+17.5% | Added |
| Forte Capital LLC | 882 | $240.6K | 0.03% | −39−4.2% | Reduced |
| Burkett Financial Services, LLC | 885 | $241.4K | 0.09% | +1+0.1% | Added |
| Boreal Capital Management LLC | 884 | $241.4K | 0.20% | +884 | New |
| Washington Trust Advisors, Inc. | 885 | $241.5K | 0.02% | −75−7.8% | Reduced |
| SkyOak Wealth, LLC | 886 | $241.6K | 0.05% | +50+6.0% | Added |
| Goodman Advisory Group, LLC | 886 | $241.6K | 0.08% | −2,415−73.2% | Reduced |
| Summit Asset Management, LLC | 887 | $241.9K | 0.04% | +81+10.0% | Added |
| BlueStem Wealth Partners, LLC | 888 | $242.1K | 0.03% | +2+0.2% | Added |
| Rialto Wealth Management, LLC | 893 | $243.6K | 0.07% | +4+0.4% | Added |
| Seven Springs Wealth Group, LLC | 894 | $243.8K | 0.06% | −101−10.2% | Reduced |
| Vivaldi Capital Management, LLC | 895 | $244.1K | 0.04% | −66−6.9% | Reduced |
| Topsail Wealth Management, LLC | 895 | $244.1K | 0.04% | +895 | New |
| Stenger Family Office, LLC | 922 | $244.2K | 0.06% | +922 | New |
| Elk River Wealth Management, LLC | 897 | $245.0K | 0.04% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 900 | $245.4K | 2.77% | −26−2.8% | Reduced |
| Cookson Peirce & Co Inc | 900 | $245.4K | 0.01% | +900 | New |
| Armstrong, Fleming & Moore, Inc | 901 | $245.7K | 0.13% | +901 | New |
| Westfuller Advisors, LLC | 902 | $246.4K | 0.14% | −128−12.4% | Reduced |
| Postrock Partners LLC | 904 | $246.5K | 0.12% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 907 | $247.3K | 0.00% | −146−13.9% | Reduced |
| Tactive Advisors, LLC | 908 | $247.6K | 0.08% | +908 | New |
| Yarger Wealth Strategies, LLC | 911 | $248.4K | 0.13% | +911 | New |
| BTG Pactual Asset Management US LLC | 912 | $248.7K | 0.03% | −791−46.4% | Reduced |
| ZWJ Investment Counsel Inc | 916 | $249.7K | 0.01% | −45−4.7% | Reduced |
| MBB Public Markets I LLC | 916 | $249.8K | 0.03% | −210−18.7% | Reduced |
| North Berkeley Wealth Management, LLC | 917 | $249.9K | 0.23% | +917 | New |
| McAlister, Sweet & Associates, Inc. | 917 | $250.1K | 0.22% | −113−11.0% | Reduced |
| Trust Co of Oklahoma | 919 | $250.6K | 0.08% | +919 | New |
| Evanson Asset Management, LLC | 921 | $251.1K | 0.02% | +101+12.3% | Added |
| Sound Income Strategies, LLC | 923 | $251.7K | 0.01% | +343+59.1% | Added |
| Carbahal Olsen Financial Services Group, LLC | 925 | $252.3K | 0.22% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 926 | $252.5K | 0.07% | +240+35.0% | Added |
| Insight Advisors, LLC | 926 | $252.6K | 0.04% | −86−8.5% | Reduced |
| May Barnhard Investments LLC | 928 | $253.1K | 0.12% | 00.0% | Unchanged |
| Fiera Capital Corp | 931 | $253.9K | 0.00% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 931 | $253.9K | 0.02% | −6,295−87.1% | Reduced |
| Balentine LLC | 936 | $255.2K | 0.01% | +936 | New |
| Signature Wealth Management Partners, LLC | 936 | $255.2K | 0.15% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 937 | $255.4K | 0.35% | +1+0.1% | Added |
| Lattice Capital Management, LLC | 938 | $255.8K | 0.28% | 00.0% | Unchanged |
| Retirement Solution Inc. | 939 | $256.2K | 0.07% | −72−7.1% | Reduced |
| Next Capital Management LLC | 943 | $257.1K | 0.10% | +943 | New |
| Winslow Capital Management, LLC | 944 | $257.4K | 0.00% | −724,107−99.9% | Reduced |
| Garner Asset Management Corp | 944 | $257.4K | 0.12% | 00.0% | Unchanged |
| Figure 8 Investment Strategies LLC | 945 | $257.7K | 0.25% | −6−0.6% | Reduced |
| RWM Asset Management, LLC | 947 | $258.2K | 0.03% | −10,674−91.9% | Reduced |
| Opinicus Capital, Inc. | 950 | $259.0K | 0.20% | +950 | New |
| Amussen Hunsaker Associates LLC | 950 | $259.5K | 0.03% | −759−44.4% | Reduced |
| Somerset Group LLC | 955 | $260.4K | 0.22% | −5−0.5% | Reduced |
| Wallace Advisory Group, LLC | 972 | $260.8K | 0.19% | +2+0.2% | Added |
| Fullerton Fund Management Co Ltd. | 957 | $261.0K | 0.01% | −665−41.0% | Reduced |
| Cannon Advisors, Inc. | 959 | $261.5K | 0.21% | +959 | New |
| Elgethun Capital Management | 961 | $262.0K | 0.05% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 963 | $262.6K | 0.10% | +963 | New |
| Meriwether Wealth & Planning, LLC | 965 | $263.1K | 0.16% | +7+0.7% | Added |
| Pingora Partners LLC | 965 | $263.1K | 0.20% | +840+672.0% | Added |
| Oak Hill Wealth Advisors, LLC | 962 | $263.3K | 0.05% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 966 | $263.4K | 0.03% | −1,006−51.0% | Reduced |
| Aurora Private Wealth, Inc. | 973 | $265.0K | 0.20% | −3−0.3% | Reduced |
| Ssi Investment Management LLC | 974 | $265.6K | 0.02% | −538−35.6% | Reduced |
| Advanced Asset Management Advisors Inc | 975 | $265.9K | 0.07% | 00.0% | Unchanged |
| Cannon Wealth Management Services, LLC | 976 | $266.1K | 0.22% | −293−23.1% | Reduced |
| Novem Group | 978 | $266.7K | 0.03% | −139−12.4% | Reduced |
| One Wealth Capital Management, LLC | 980 | $267.3K | 0.13% | −59−5.7% | Reduced |
| Highline Wealth Partners LLC | 980 | $267.3K | 0.08% | +9+0.9% | Added |
| Greenberg Financial Group | 1,707 | $267.4K | 0.10% | +579+51.3% | Added |
| Archer Investment Corp | 981 | $267.5K | 0.06% | +81+9.0% | Added |
| Howe & Rusling Inc | 981 | $267.6K | 0.02% | −55−5.3% | Reduced |
| Wambolt & Associates, LLC | 987 | $268.4K | 0.09% | +15+1.5% | Added |
| Benchmark Financial Wealth Advisors, LLC | 989 | $269.6K | 0.09% | +42+4.4% | Added |
| Capital Planning Advisors, LLC | 989 | $269.7K | 0.04% | −85−7.9% | Reduced |
| Madrona Financial Services, LLC | 995 | $271.3K | 0.07% | +25+2.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 996 | $271.6K | 0.18% | +996 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 997 | $271.8K | 0.05% | +14+1.4% | Added |
| Cura Wealth Advisors, LLC | 998 | $272.1K | 0.13% | 00.0% | Unchanged |
| Triumph Capital Management | 999 | $272.4K | 0.08% | −2,698−73.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 999 | $272.4K | 0.03% | −19−1.9% | Reduced |
| Highview Capital Management LLC | 1,000 | $272.7K | 0.11% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 1,000 | $272.7K | 0.23% | +1,000 | New |
| Chokshi & Queen Wealth Advisors, Inc | 1,000 | $272.7K | 0.16% | +1,000 | New |
| J.Safra Asset Management Corp | 1,002 | $273.1K | 0.02% | −169−14.4% | Reduced |
| United Asset Strategies, Inc. | 1,002 | $273.4K | 0.02% | −6,186−86.1% | Reduced |
| World Equity Group, Inc. | 1,006 | $274.3K | 0.07% | −35−3.4% | Reduced |
| MRP Capital Investments, LLC | 1,006 | $274.3K | 0.19% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 1,065 | $275.0K | 0.12% | +3+0.3% | Added |
| Crewe Advisors LLC | 1,018 | $277.6K | 0.04% | −92−8.3% | Reduced |
| Thompson Investment Management, Inc. | 1,020 | $278.1K | 0.04% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 1,023 | $278.2K | 0.13% | +1+0.1% | Added |
| Frisch Financial Group, Inc. | 1,021 | $279.0K | 0.07% | +1+0.1% | Added |
| Archetype Wealth Partners | 1,024 | $279.0K | 0.04% | +38+3.9% | Added |
| Clifford Swan Investment Counsel LLC | 1,026 | $279.8K | 0.01% | +1+0.1% | Added |
| Perbak Capital Partners LLP | 1,028 | $280.3K | 0.06% | +1,028 | New |
| Veracity Capital LLC | 1,030 | $280.7K | 0.10% | −128−11.1% | Reduced |
| Coppell Advisory Solutions LLC | 1,027 | $280.8K | 0.03% | −246−19.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,075 | $281.5K | 0.23% | +213+24.7% | Added |
| McLean Asset Management Corp | 1,048 | $282.1K | 0.07% | +52+5.2% | Added |
| Warren Street Wealth Advisors, LLC | 1,040 | $283.6K | 0.09% | +84+8.8% | Added |
| Kavar Capital Partners Group, LLC | 1,041 | $283.9K | 0.04% | 00.0% | Unchanged |