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 |
|---|---|---|---|---|---|
| Lingohr & Partner Asset Management GmbH | 1,043 | $284.0K | 0.51% | −18,674−94.7% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1,042 | $284.1K | 0.43% | −522−33.4% | Reduced |
| Rebalance, LLC | 1,042 | $284.1K | 0.02% | +1,042 | New |
| Collective Family Office LLC | 1,044 | $284.7K | 0.07% | +66+6.7% | Added |
| MainStreet Investment Advisors LLC | 1,045 | $285.0K | 0.04% | +87+9.1% | Added |
| Lion Street Advisors, LLC | 1,045 | $285.0K | 0.09% | +1,045 | New |
| Motive Wealth Advisors | 1,048 | $285.8K | 0.13% | +89+9.3% | Added |
| Rockland Trust Co | 1,049 | $286.1K | 0.01% | +1,049 | New |
| Canvas Wealth Advisors, LLC | 1,059 | $286.2K | 0.06% | −184−14.8% | Reduced |
| Brio Consultants, LLC | 1,052 | $286.9K | 0.04% | +69+7.0% | Added |
| Hudock, Inc. | 1,052 | $287.1K | 0.05% | +1,052 | New |
| Colonial Trust Co | 1,055 | $287.7K | 0.04% | +61+6.1% | Added |
| Summit Wealth Group LLC | 1,055 | $288.1K | 0.07% | +1,055 | New |
| Northeast Investment Management | 1,059 | $288.8K | 0.01% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 1,063 | $289.0K | 0.01% | +26+2.5% | Added |
| Kera Capital Partners, Inc. | 1,061 | $289.3K | 0.06% | +1,061 | New |
| Acorns Advisers, LLC | 1,062 | $290.0K | 0.00% | +193+22.2% | Added |
| Abel Hall, LLC | 1,064 | $290.0K | 0.13% | +148+16.2% | Added |
| SGL Investment Advisors, Inc. | 1,060 | $290.1K | 0.14% | +307+40.8% | Added |
| Momentous Wealth Management, Inc. | 1,064 | $290.1K | 0.19% | −2−0.2% | Reduced |
| Hoxton Planning & Management, LLC | 1,065 | $290.4K | 0.10% | +169+18.9% | Added |
| Moloney Securities Asset Management, LLC | 1,065 | $290.5K | 0.04% | +169+18.9% | Added |
| Reuter James Wealth Management, LLC | 1,066 | $290.7K | 0.05% | −115−9.7% | Reduced |
| LBMC Investment Advisors, LLC | 1,066 | $290.7K | 0.02% | 00.0% | Unchanged |
| Element Wealth, LLC | 1,071 | $291.9K | 0.13% | +21+2.0% | Added |
| Rooted Wealth Advisors, Inc. | 1,134 | $292.7K | 0.10% | +267+30.8% | Added |
| Nadler Financial Group, Inc. | 1,079 | $294.2K | 0.03% | +2+0.2% | Added |
| Forza Wealth Management, LLC | 1,082 | $295.1K | 0.12% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,091 | $295.3K | 0.16% | −712−39.5% | Reduced |
| Farmers National Bank | 1,083 | $295.3K | 0.08% | +125+13.0% | Added |
| Panoramic Capital Partners, LLC | 1,087 | $295.8K | 0.21% | −25−2.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,087 | $296.4K | 0.17% | +60+5.8% | Added |
| Prasad Wealth Partners, LLC | 1,088 | $296.7K | 0.09% | +62+6.0% | Added |
| Alpha Omega Wealth Management LLC | 1,089 | $297.0K | 0.05% | +1,089 | New |
| Mengis Capital Management, Inc. | 1,090 | $297.2K | 0.06% | 00.0% | Unchanged |
| Financial Insights, Inc. | 1,093 | $298.1K | 0.11% | −7−0.6% | Reduced |
| Shoker Investment Counsel, Inc. | 1,093 | $298.1K | 0.09% | +2+0.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,094 | $298.4K | 0.13% | −50−4.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,116 | $298.6K | 0.08% | +31+2.9% | Added |
| Klingenstein Fields & Co LP | 1,097 | $299.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,100 | $300.0K | 0.03% | −43−3.8% | Reduced |
| NFP Retirement, Inc. | 1,100 | $300.0K | 0.02% | −11−1.0% | Reduced |
| Gill Capital Partners, LLC | 1,101 | $300.3K | 0.10% | +197+21.8% | Added |
| Willner & Heller, LLC | 1,103 | $300.7K | 0.25% | +76+7.4% | Added |
| Financial Partners Group, Inc | 1,103 | $300.7K | 0.04% | −23−2.0% | Reduced |
| Sovereign Financial Group, Inc. | 1,104 | $301.0K | 0.06% | −147−11.8% | Reduced |
| Destination Wealth Management | 1,109 | $302.3K | 0.01% | −88−7.4% | Reduced |
| SOA Wealth Advisors, LLC. | 1,109 | $302.4K | 0.06% | −138−11.1% | Reduced |
| Wealth Effects LLC | 1,110 | $302.7K | 0.11% | +55+5.2% | Added |
| GK Wealth Management LLC | 1,111 | $302.9K | 0.30% | +1,111 | New |
| Helium Advisors LLC | 1,113 | $303.5K | 0.19% | −14−1.2% | Reduced |
| Variant Private Wealth, LLC | 1,113 | $303.6K | 0.32% | +1+0.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,115 | $304.0K | 0.05% | +169+17.9% | Added |
| KDT Advisors, LLC | 1,117 | $304.6K | 0.49% | +150+15.5% | Added |
| TCFG Wealth Management, LLC | 1,118 | $304.8K | 0.14% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,118 | $304.9K | 0.17% | −322−22.4% | Reduced |
| Alta Capital Management LLC | 1,120 | $305.4K | 0.02% | +1,120 | New |
| Forte Asset Management LLC | 1,125 | $307.2K | 0.16% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,126 | $307.7K | 0.10% | +69+6.5% | Added |
| New Wave Wealth Advisors LLC | 1,129 | $307.9K | 0.13% | −131−10.4% | Reduced |
| WMG Financial Advisors, LLC | 1,129 | $307.9K | 0.11% | +9+0.8% | Added |
| Chaney Capital Management, Inc. | 1,130 | $308.1K | 0.12% | −113−9.1% | Reduced |
| Fortress Private Ledger, LLC | 1,132 | $308.6K | 0.14% | +1,132 | New |
| Sigma Investment Counselors Inc | 1,139 | $310.5K | 0.02% | +70+6.5% | Added |
| Traynor Capital Management, Inc. | 1,143 | $310.9K | 0.02% | −415−26.6% | Reduced |
| Sage Advisors, LLC | 1,146 | $312.5K | 0.22% | −190−14.2% | Reduced |
| Dohj, LLC | 1,250 | $313.2K | 0.09% | −3,511−73.7% | Reduced |
| Granite Harbor Advisors, Inc. | 1,153 | $314.4K | 0.15% | +119+11.5% | Added |
| May Hill Capital, LLC | 1,154 | $314.7K | 0.10% | +19+1.7% | Added |
| Everett Harris & Co | 1,155 | $315.0K | 0.00% | +15+1.3% | Added |
| Kingsman Wealth Management, Inc. | 1,156 | $315.1K | 0.20% | −387−25.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,156 | $315.2K | 0.11% | 00.0% | Unchanged |
| Kames Capital plc | 1,158 | $315.7K | 0.00% | +149+14.8% | Added |
| VanderPol Investments L.L.C. | 1,158 | $315.8K | 0.66% | −30−2.5% | Reduced |
| Saxon Interests, Inc. | 1,181 | $316.9K | 0.15% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,163 | $317.1K | 0.02% | +211+22.2% | Added |
| Peddock Capital Advisors, LLC | 1,166 | $318.0K | 0.07% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 1,168 | $318.5K | 0.17% | 00.0% | Unchanged |
| Foster Group, Inc. | 1,168 | $318.5K | 0.01% | −5−0.4% | Reduced |
| Counterpoint Mutual Funds LLC | 1,172 | $319.6K | 0.03% | +1,172 | New |
| First Community Trust NA | 1,175 | $320.4K | 0.26% | +435+58.8% | Added |
| Three Bridge Wealth Advisors, LLC | 1,178 | $321.5K | 0.08% | +1,178 | New |
| First American Trust, FSB | 1,180 | $321.7K | 0.03% | +91+8.4% | Added |
| Allen Capital Group, LLC | 1,181 | $322.0K | 0.03% | −340−22.4% | Reduced |
| Somerset Trust Co | 1,182 | $322.3K | 0.11% | +165+16.2% | Added |
| CRA Financial Services, LLC | 1,183 | $322.5K | 0.05% | +28+2.4% | Added |
| Wealth Dimensions Group, Ltd. | 1,185 | $323.1K | 0.07% | +41+3.6% | Added |
| Spirepoint Private Client, LLC | 1,185 | $323.2K | 0.04% | −55−4.4% | Reduced |
| Leigh Baldwin & Co., LLC | 1,185 | $323.2K | 0.21% | −85−6.7% | Reduced |
| Center For Asset Management LLC | 964 | $323.7K | 0.20% | +39+4.2% | Added |
| Green Harvest Asset Management LLC | 1,189 | $324.3K | 0.01% | −463−28.0% | Reduced |
| M1 Capital Management LLC | 1,191 | $324.8K | 0.16% | +110+10.2% | Added |
| Oarsman Capital, Inc. | 1,192 | $325.2K | 0.05% | +169+16.5% | Added |
| Clifford Group, LLC | 1,196 | $326.1K | 0.27% | +196+19.6% | Added |
| JBR Co Financial Management Inc | 1,197 | $326.4K | 0.16% | −25−2.0% | Reduced |
| National Wealth Management Group, LLC | 1,198 | $326.7K | 0.18% | +1,198 | New |
| Bowen Hanes & Co Inc | 1,200 | $327.2K | 0.01% | −5,325−81.6% | Reduced |
| D.B. Root & Company, LLC | 1,201 | $327.5K | 0.10% | +1,201 | New |
| Hohimer Wealth Management, LLC | 1,204 | $328.3K | 0.06% | +63+5.5% | Added |
| LRI Investments, LLC | 24,413 | $328.9K | 0.03% | −378−1.5% | Reduced |