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 |
|---|---|---|---|---|---|
| Pinnacle West Asset Management, Inc. | 1,205 | $329.0K | 0.23% | +55+4.8% | Added |
| First National Bank Sioux Falls | 1,207 | $329.1K | 0.12% | +7+0.6% | Added |
| Calton & Associates, Inc. | 1,207 | $329.2K | 0.06% | +39+3.3% | Added |
| Libra Wealth LLC | 1,208 | $329.4K | 0.11% | −15−1.2% | Reduced |
| Woodward Diversified Capital, LLC | 1,210 | $330.0K | 0.17% | +365+43.2% | Added |
| Powers Advisory Group, LLC | 1,212 | $330.5K | 0.15% | −51−4.0% | Reduced |
| JGP Wealth Management, LLC | 1,213 | $330.8K | 0.04% | −75−5.8% | Reduced |
| Facet Wealth, Inc. | 1,282 | $331.2K | 0.01% | −102−7.4% | Reduced |
| Westmount Partners, LLC | 1,216 | $331.6K | 0.09% | −101−7.7% | Reduced |
| Rothschild Capital Partners, LLC | 1,220 | $332.7K | 0.09% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 1,223 | $333.6K | 0.08% | −69−5.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,226 | $334.3K | 0.24% | −25−2.0% | Reduced |
| Prosperity Financial Group, Inc. | 1,228 | $334.7K | 0.14% | +46+3.9% | Added |
| Fermata Advisors, LLC | 1,230 | $335.5K | 0.09% | −969−44.1% | Reduced |
| First Heartland Consultants, Inc. | 1,230 | $335.5K | 0.03% | −16−1.3% | Reduced |
| Financial Management Network Inc | 1,234 | $335.9K | 0.06% | +1,234 | New |
| Resurgent Financial Advisors LLC | 1,232 | $336.0K | 0.18% | −6−0.5% | Reduced |
| Wealth Architects, LLC | 1,242 | $338.7K | 0.03% | +30+2.5% | Added |
| Ransom Advisory, Ltd | 1,243 | $339.0K | 0.16% | −125−9.1% | Reduced |
| GFS Advisors, LLC | 1,244 | $339.0K | 0.05% | +75+6.4% | Added |
| Wetzel Investment Advisors, Inc. | 1,245 | $340.0K | 0.16% | −83−6.3% | Reduced |
| Adapt Wealth Advisors, LLC | 1,248 | $340.3K | 0.15% | +10+0.8% | Added |
| Inman Jager Wealth Management, LLC | 1,250 | $340.9K | 0.23% | +10+0.8% | Added |
| Trinity Financial Advisors LLC | 1,249 | $341.1K | 0.10% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,252 | $341.4K | 0.03% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,254 | $341.9K | 0.03% | +1,254 | New |
| Oregon Pacific Wealth Management, LLC | 1,257 | $342.8K | 0.32% | +30+2.4% | Added |
| McDaniel Terry & Co | 1,258 | $343.1K | 0.03% | −1,162−48.0% | Reduced |
| Signal Advisors Wealth, LLC | 1,262 | $344.2K | 0.03% | +349+38.2% | Added |
| Fielder Capital Group LLC | 1,267 | $345.5K | 0.09% | −126−9.0% | Reduced |
| Sitrin Capital Management LLC | 1,266 | $345.8K | 0.18% | 00.0% | Unchanged |
| Broadway Wealth Solutions, Inc. | 1,268 | $345.9K | 0.22% | +73+6.1% | Added |
| Family Legacy Financial Solutions, LLC | 1,272 | $347.0K | 0.29% | +1,272 | New |
| White Knight Strategic Wealth Advisors, LLC | 1,274 | $347.4K | 0.30% | +8+0.6% | Added |
| Capital Squared Financial LLC | 1,275 | $347.6K | 0.41% | +1,275 | New |
| Essential Partners LLC | 1,276 | $348.0K | 0.14% | +1,276 | New |
| Five Oceans Advisors | 1,278 | $348.5K | 0.15% | +21+1.7% | Added |
| Mendel Money Management | 1,279 | $348.8K | 0.15% | +167+15.0% | Added |
| Intellectus Partners, LLC | 1,281 | $350.0K | 0.08% | 00.0% | Unchanged |
| GSG Advisors LLC | 1,284 | $350.2K | 0.10% | +106+9.0% | Added |
| West Oak Capital, LLC | 1,285 | $350.4K | 0.14% | +55+4.5% | Added |
| Delap Wealth Advisory, LLC | 1,285 | $350.4K | 0.17% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,286 | $350.7K | 0.07% | −199−13.4% | Reduced |
| MJP Associates Inc | 1,292 | $352.3K | 0.05% | −147−10.2% | Reduced |
| Beck Bode, LLC | 1,292 | $352.3K | 0.06% | −276−17.6% | Reduced |
| Accredited Investors Inc. | 1,296 | $353.4K | 0.02% | +93+7.7% | Added |
| Clark Financial Services Group Inc | 1,298 | $354.0K | 0.22% | +113+9.5% | Added |
| Bestgate Wealth Advisors, LLC | 1,319 | $354.0K | 0.73% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,298 | $354.1K | 0.10% | +17+1.3% | Added |
| Fosun International Ltd | 1,302 | $355.0K | 0.11% | +1,302 | New |
| Opal Wealth Advisors, LLC | 1,302 | $355.1K | 0.10% | +135+11.6% | Added |
| Peoples Bank | 1,304 | $355.6K | 0.24% | −20−1.5% | Reduced |
| PharVision Advisers, LLC | 1,305 | $355.9K | 0.51% | +1,305 | New |
| Yoder Wealth Management, Inc. | 1,307 | $356.4K | 0.19% | +77+6.3% | Added |
| Tradition Wealth Management, LLC | 1,308 | $356.7K | 0.03% | −68−4.9% | Reduced |
| Copley Financial Group, Inc. | 1,315 | $358.6K | 0.27% | −108−7.6% | Reduced |
| Consolidated Capital Management, LLC | 1,316 | $358.9K | 0.13% | +9+0.7% | Added |
| Stonebridge Financial Planning Group, LLC | 1,318 | $359.4K | 0.15% | −271−17.1% | Reduced |
| VisionPoint Advisory Group, LLC | 1,318 | $359.4K | 0.08% | +1,318 | New |
| Safeguard Investment Advisory Group, LLC | 1,319 | $359.7K | 0.09% | −291−18.1% | Reduced |
| Gladius Capital Management LP | 1,321 | $360.2K | 0.56% | −2,398−64.5% | Reduced |
| KFA Private Wealth Group, LLC | 1,324 | $361.1K | 0.11% | +55+4.3% | Added |
| Mattern Wealth Management LLC | 1,325 | $361.4K | 0.08% | −310−19.0% | Reduced |
| Beacon Capital Management, LLC | 1,326 | $361.6K | 0.05% | −141−9.6% | Reduced |
| Marest Capital, LLC | 1,326 | $361.6K | 0.28% | +1,326 | New |
| Onyx Bridge Wealth Group LLC | 1,330 | $362.6K | 0.05% | +141+11.9% | Added |
| Full Sail Capital, LLC | 1,331 | $362.9K | 0.02% | +397+42.5% | Added |
| Truvestments Capital LLC | 1,332 | $363.1K | 0.07% | −106−7.4% | Reduced |
| Mechanics Bank Trust Department | 1,337 | $364.6K | 0.05% | −122−8.4% | Reduced |
| Alteri Wealth LLC | 1,337 | $364.7K | 0.14% | −156−10.4% | Reduced |
| Sterling Investment Counsel, LLC | 1,340 | $365.3K | 0.21% | −2,976−69.0% | Reduced |
| Rainier Family Wealth Inc | 1,345 | $366.8K | 0.37% | −494−26.9% | Reduced |
| Fortress Wealth Group, LLC | 1,454 | $366.9K | 0.17% | +145+11.1% | Added |
| Jackson Creek Investment Advisors LLC | 1,346 | $367.0K | 0.10% | −36−2.6% | Reduced |
| Evernest Financial Advisors, LLC | 1,348 | $367.6K | 0.12% | +242+21.9% | Added |
| Mindset Wealth Management, LLC | 1,350 | $368.3K | 0.12% | −106−7.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,351 | $368.3K | 0.01% | +165+13.9% | Added |
| Chilton Investment Co LLC | 1,351 | $368.4K | 0.01% | +1,351 | New |
| Strata Wealth Advisors, LLC | 1,354 | $369.2K | 0.10% | −87−6.0% | Reduced |
| Bedel Financial Consulting, Inc. | 1,354 | $369.3K | 0.05% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 1,355 | $369.5K | 0.13% | −9−0.7% | Reduced |
| Morling Financial Advisors, LLC | 1,356 | $369.8K | 0.12% | −329−19.5% | Reduced |
| Bull Oak Capital, LLC | 1,366 | $372.5K | 0.17% | −230−14.4% | Reduced |
| Beacon Financial Group | 1,367 | $372.6K | 0.04% | −159−10.4% | Reduced |
| FSM Wealth Advisors, LLC | 1,381 | $372.7K | 0.06% | −69−4.8% | Reduced |
| Sonata Capital Group Inc | 1,367 | $373.0K | 0.15% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 1,369 | $373.3K | 0.09% | +37+2.8% | Added |
| one8zero8, LLC | 1,372 | $374.1K | 0.09% | −376−21.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,376 | $375.2K | 0.01% | −278−16.8% | Reduced |
| Abacus Planning Group, Inc. | 1,377 | $375.5K | 0.06% | +103+8.1% | Added |
| Cambria Investment Management, L.P. | 1,378 | $375.8K | 0.03% | +1,378 | New |
| Empirical Asset Management, LLC | 1,379 | $375.9K | 0.12% | −1,886−57.8% | Reduced |
| IFC Advisors LLC | 1,391 | $379.3K | 0.07% | −226−14.0% | Reduced |
| First Financial Corp | 1,391 | $379.3K | 0.17% | −131−8.6% | Reduced |
| Long Run Wealth Advisors, LLC | 1,393 | $379.7K | 0.08% | −403−22.4% | Reduced |
| TFC Financial Management | 1,396 | $380.7K | 0.05% | +6+0.4% | Added |
| Quarry LP | 1,400 | $381.8K | 0.09% | −1,107−44.2% | Reduced |
| Cohen & Steers, Inc. | 1,400 | $382.0K | 0.00% | +316+29.2% | Added |
| Diversified Enterprises, LLC | 1,409 | $384.2K | 0.03% | −314−18.2% | Reduced |
| Sheets Smith Wealth Management | 1,409 | $384.2K | 0.04% | +60+4.4% | Added |