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 |
|---|---|---|---|---|---|
| Cantor Fitzgerald Investment Adviser L.P. | 1,410 | $384.5K | 0.03% | +10+0.7% | Added |
| Busey Wealth Management | 1,414 | $385.6K | 0.01% | +8+0.6% | Added |
| Lifeworks Advisors, LLC | 1,420 | $387.1K | 0.06% | +40+2.9% | Added |
| Retirement Income Solutions, Inc | 1,423 | $388.0K | 0.07% | −73−4.9% | Reduced |
| Banco BTG Pactual S.A. | 1,423 | $388.0K | 0.08% | +301+26.8% | Added |
| Adirondack Trust Co | 1,428 | $389.4K | 0.14% | −4−0.3% | Reduced |
| Enterprise Financial Services Corp | 1,430 | $389.9K | 0.21% | +241+20.3% | Added |
| Moment Partners, LLC | 1,431 | $390.2K | 0.07% | −29−2.0% | Reduced |
| Manchester Capital Management LLC | 1,431 | $390.2K | 0.05% | +101+7.6% | Added |
| Tempus Wealth Planning, LLC | 1,434 | $390.9K | 0.10% | +130+10.0% | Added |
| Sandy Cove Advisors, LLC | 1,435 | $391.2K | 0.14% | −104−6.8% | Reduced |
| Hickory Asset Management, Inc. | 1,435 | $391.3K | 0.32% | +28+2.0% | Added |
| Cardinal Point Capital Management, ULC | 1,440 | $392.7K | 0.03% | +1,440 | New |
| Aspen Grove Capital, LLC | 1,438 | $392.9K | 0.07% | +423+41.7% | Added |
| GLOBALT Investments LLC | 1,442 | $393.2K | 0.02% | +123+9.3% | Added |
| Farrell Financial LLC | 1,445 | $394.0K | 0.26% | +1+0.1% | Added |
| Paladin Advisory Group, LLC | 1,446 | $394.3K | 0.30% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | 1,447 | $394.7K | 0.49% | +1,447 | New |
| Bank of Stockton | 1,448 | $394.9K | 0.12% | +26+1.8% | Added |
| United Advisor Group, LLC | 1,448 | $394.9K | 0.07% | +356+32.6% | Added |
| Muirfield Wealth Advisors LLC | 1,453 | $396.2K | 0.32% | −24−1.6% | Reduced |
| Fairvoy Private Wealth, LLC | 1,458 | $397.5K | 0.10% | −45−3.0% | Reduced |
| Capstone Wealth Management Group LLC | 1,458 | $397.5K | 0.29% | +62+4.4% | Added |
| McAdam, LLC | 1,466 | $399.7K | 0.02% | +718+96.0% | Added |
| Cobblestone Capital Advisors LLC | 1,471 | $401.2K | 0.02% | −73−4.7% | Reduced |
| Opes Wealth Management LLC | 1,480 | $403.6K | 0.07% | −15−1.0% | Reduced |
| Hengehold Capital Management LLC | 1,483 | $404.4K | 0.04% | −684−31.6% | Reduced |
| Keystone Financial Group | 1,484 | $404.5K | 0.04% | −14−0.9% | Reduced |
| American Capital Advisory, LLC | 1,485 | $404.9K | 0.20% | +1,100+285.7% | Added |
| Beaton Management Co. Inc. | 1,485 | $405.0K | 0.20% | +100+7.2% | Added |
| DLK Investment Management, LLC | 1,485 | $405.0K | 0.15% | +393+36.0% | Added |
| Womack Financial LLC | 1,486 | $405.2K | 0.34% | +21+1.4% | Added |
| DC Investments Management, LLC | 1,491 | $406.6K | 0.17% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,494 | $407.3K | 0.04% | +232+18.4% | Added |
| RD Lewis Holdings, Inc. | 1,691 | $407.3K | 0.41% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 1,499 | $408.8K | 0.05% | −42−2.7% | Reduced |
| Harbor Advisors LLC | 1,500 | $409.0K | 0.07% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 1,500 | $409.0K | 0.01% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 1,509 | $411.4K | 0.43% | −8−0.5% | Reduced |
| Ridgewood Investments LLC | 1,514 | $412.9K | 0.18% | +259+20.6% | Added |
| SevenBridge Financial Group, LLC | 1,789 | $414.4K | 0.07% | −138−7.2% | Reduced |
| RiverGlades Family Offices LLC | 1,525 | $415.9K | 0.27% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1,525 | $415.9K | 0.10% | −1,222−44.5% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 1,530 | $417.1K | 0.27% | +1,530 | New |
| Madison Park Capital Advisors, LLC | 1,530 | $417.2K | 0.35% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 1,533 | $418.1K | 0.20% | −201−11.6% | Reduced |
| Brown Financial Advisors | 1,535 | $418.6K | 0.16% | −12−0.8% | Reduced |
| Pioneer Wealth Management Group | 1,535 | $418.6K | 0.16% | 00.0% | Unchanged |
| KWB Wealth | 1,560 | $418.8K | 0.05% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,537 | $419.3K | 0.02% | +170+12.4% | Added |
| Strategic Investment Advisors | 1,538 | $419.4K | 0.04% | −2,392−60.9% | Reduced |
| Berkeley Capital Partners, LLC | 1,540 | $419.9K | 0.11% | −51−3.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,545 | $420.6K | 0.29% | +173+12.6% | Added |
| CVFG LLC | 1,543 | $420.7K | 0.33% | +10+0.7% | Added |
| Cypress Point Wealth Management, LLC | 1,543 | $420.8K | 0.10% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 1,544 | $421.0K | 0.33% | −128−7.7% | Reduced |
| Dougherty Wealth Advisers LLC | 1,549 | $422.4K | 0.28% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 1,555 | $422.8K | 0.24% | +244+18.6% | Added |
| JB Capital LLC | 1,554 | $423.7K | 0.02% | −2−0.1% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 1,555 | $424.0K | 0.55% | −23−1.5% | Reduced |
| KC Investment Advisors, LLC | 1,561 | $425.7K | 0.15% | +181+13.1% | Added |
| Stegent Equity Advisors, Inc. | 1,562 | $425.9K | 0.38% | +345+28.3% | Added |
| Reliant Investment Partners, LLC | 1,565 | $426.8K | 0.37% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,567 | $427.3K | 0.16% | +957+156.9% | Added |
| Sentinus, LLC | 1,568 | $427.7K | 0.10% | −135−7.9% | Reduced |
| Belmont Capital, LLC | 1,570 | $428.1K | 0.07% | −5,000−76.1% | Reduced |
| Wakefield Asset Management LLLP | 1,575 | $429.5K | 0.12% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 1,580 | $430.9K | 0.35% | +68+4.5% | Added |
| Welch Group, LLC | 1,582 | $431.4K | 0.02% | −48−2.9% | Reduced |
| Canton Hathaway, LLC | 1,588 | $433.0K | 0.09% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 1,590 | $433.4K | 0.01% | +185+13.2% | Added |
| Westwood Wealth Management | 1,590 | $433.6K | 0.15% | −1,562−49.6% | Reduced |
| Lionshead Wealth Management, LLC | 1,589 | $434.0K | 0.40% | −24−1.5% | Reduced |
| Cypress Capital, LLC | 1,595 | $435.0K | 0.13% | +439+38.0% | Added |
| Claret Asset Management Corp | 1,597 | $436.0K | 0.06% | – | – |
| Cerro Pacific Wealth Advisors LLC | 1,602 | $436.9K | 0.12% | +2+0.1% | Added |
| Legacy Capital Wealth Partners, LLC | 1,604 | $437.4K | 0.10% | +148+10.2% | Added |
| Seeds Investor LLC | 1,606 | $438.1K | 0.10% | −246−13.3% | Reduced |
| Kennedy Investment Group | 1,608 | $438.6K | 0.19% | +52+3.3% | Added |
| ASB Consultores, LLC | 1,616 | $440.7K | 0.29% | +76+4.9% | Added |
| Benin Management CORP | 1,627 | $443.7K | 0.12% | +1,627 | New |
| Avenue 1 Advisors, LLC | 1,633 | $445.3K | 0.15% | −29−1.7% | Reduced |
| Pinnacle Bancorp, Inc. | 1,634 | $445.6K | 0.14% | +25+1.6% | Added |
| Olistico Wealth, LLC | 1,637 | $446.4K | 0.25% | +15+0.9% | Added |
| Smith, Moore & Co. | 1,641 | $447.4K | 0.04% | −267−14.0% | Reduced |
| South Plains Financial, Inc. | 1,643 | $448.0K | 0.32% | +404+32.6% | Added |
| Stock Yards Bank & Trust Co | 1,645 | $448.6K | 0.01% | +13+0.8% | Added |
| Smith Group Asset Management, LLC | 1,650 | $449.9K | 0.03% | 00.0% | Unchanged |
| Main Street Research LLC | 1,652 | $451.2K | 0.03% | −5,066−75.4% | Reduced |
| Main Street Financial Solutions, LLC | 1,655 | $451.4K | 0.03% | +767+86.4% | Added |
| Oxford Financial Group Ltd | 1,658 | $452.2K | 0.03% | −145−8.0% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,658 | $452.2K | 0.06% | −169−9.3% | Reduced |
| Brass Tax Wealth Management, Inc | 1,661 | $452.8K | 0.09% | +31+1.9% | Added |
| Aspire Capital Advisors LLC | 1,666 | $454.3K | 0.13% | −149−8.2% | Reduced |
| Triad Wealth Partners, LLC | 1,667 | $454.6K | 0.09% | −48−2.8% | Reduced |
| Wedge Capital Management L L P | 1,668 | $454.8K | 0.01% | +5+0.3% | Added |
| SlateStone Wealth, LLC | 1,668 | $455.0K | 0.04% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,680 | $458.1K | 0.04% | −1,200−41.7% | Reduced |
| Beaumont Financial Advisors, LLC | 1,681 | $458.3K | 0.03% | −735−30.4% | Reduced |
| HCR Wealth Advisors | 1,681 | $458.4K | 0.05% | −10−0.6% | Reduced |