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 |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | 1,687 | $460.0K | 0.01% | +777+85.4% | Added |
| V2 Financial group LLC | 1,689 | $460.6K | 0.28% | +61+3.7% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,690 | $460.8K | 0.31% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,691 | $461.1K | 0.05% | +1+0.1% | Added |
| TFR Capital, LLC. | 1,691 | $461.1K | 0.17% | +196+13.1% | Added |
| Jag Capital Management, LLC | 1,704 | $464.7K | 0.05% | −27,792−94.2% | Reduced |
| Corps Capital Advisors, LLC | 1,707 | $465.6K | 0.75% | +39+2.3% | Added |
| Andina Capital Management, LLC | 1,709 | $466.0K | 0.33% | +135+8.6% | Added |
| Apollon Financial, LLC | 1,709 | $466.2K | 0.10% | −571−25.0% | Reduced |
| Gries Financial LLC | 1,713 | $467.1K | 0.08% | +77+4.7% | Added |
| Smith Thornton Advisors LLC | 1,714 | $467.4K | 0.27% | +159+10.2% | Added |
| Encompass Wealth Advisors, LLC | 1,715 | $467.5K | 0.17% | +4+0.2% | Added |
| Waters Parkerson & Co., LLC | 1,715 | $467.7K | 0.02% | −61−3.4% | Reduced |
| Legacy Edge Advisors, LLC | 1,715 | $467.7K | 0.06% | +43+2.6% | Added |
| Beverly Hills Private Wealth, LLC | 1,716 | $468.0K | 0.09% | +39+2.3% | Added |
| Epiq Partners, LLC | 1,722 | $469.6K | 0.24% | −111−6.1% | Reduced |
| Northern Financial Advisors Inc | 1,726 | $470.7K | 0.35% | −106−5.8% | Reduced |
| Arcataur Capital Management LLC | 1,727 | $470.9K | 0.15% | +12+0.7% | Added |
| LJI Wealth Management, LLC | 1,731 | $472.0K | 0.08% | +3+0.2% | Added |
| Holistic Planning, LLC | 1,731 | $472.0K | 0.14% | +746+75.7% | Added |
| Pettee Investors, Inc. | 1,734 | $472.8K | 0.28% | +544+45.7% | Added |
| Titleist Asset Management, LLC | 1,734 | $473.0K | 0.05% | +891+105.7% | Added |
| JSF Financial, LLC | 1,735 | $473.2K | 0.11% | +158+10.0% | Added |
| Real Talk Capital, LLC | 1,737 | $473.8K | 0.57% | −14−0.8% | Reduced |
| Garrett Wealth Advisory Group, LLC | 1,738 | $473.9K | 0.10% | +1,738 | New |
| Waypoint Wealth Partners Inc. | 1,745 | $475.8K | 0.12% | −100−5.4% | Reduced |
| Inscription Capital, LLC | 1,746 | $476.2K | 0.07% | −807−31.6% | Reduced |
| McDonald Partners LLC | 1,745 | $476.8K | 0.11% | +103+6.3% | Added |
| Wayfinding Financial, LLC | 1,890 | $477.0K | 0.21% | −70−3.6% | Reduced |
| Jacobsen Capital Management | 1,757 | $479.1K | 0.18% | +59+3.5% | Added |
| Bigelow Investment Advisors, LLC | 1,759 | $479.7K | 0.21% | +99+6.0% | Added |
| CVA Family Office, LLC | 1,764 | $481.0K | 0.07% | −121−6.4% | Reduced |
| Global Trust Asset Management, LLC | 1,766 | $482.1K | 0.26% | −233−11.7% | Reduced |
| Tyche Wealth Partners LLC | 1,770 | $482.8K | 0.10% | −137−7.2% | Reduced |
| QTR Family Wealth, LLC | 1,775 | $484.0K | 0.30% | +812+84.3% | Added |
| Ramiah Investment Group | 1,779 | $485.1K | 0.52% | +101+6.0% | Added |
| Summa Corp. | 1,780 | $485.4K | 0.25% | +1,780 | New |
| Flynn Zito Capital Management, LLC | 1,782 | $485.9K | 0.20% | −549−23.6% | Reduced |
| OneAscent Wealth Management LLC | 1,781 | $486.0K | 0.18% | +170+10.6% | Added |
| RFG - Bristol Wealth Advisors, LLC | 1,784 | $486.4K | 0.15% | −307−14.7% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,782 | $486.8K | 0.18% | −187−9.5% | Reduced |
| Maridea Wealth Management LLC | 1,787 | $487.3K | 0.13% | +1,020+133.0% | Added |
| Pines Wealth Management, LLC | 1,793 | $488.0K | 0.17% | −374−17.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,790 | $488.1K | 0.15% | −1−0.1% | Reduced |
| Everpar Advisors LLC | 1,793 | $488.9K | 0.22% | −197−9.9% | Reduced |
| Ignite Planners, LLC | 1,864 | $489.1K | 0.09% | +13+0.7% | Added |
| FSB Premier Wealth Management, Inc. | 1,794 | $489.3K | 0.17% | +187+11.6% | Added |
| H&H Retirement Design & Management INC | 1,867 | $489.6K | 0.27% | +27+1.5% | Added |
| American State Bank (Iowa) | 1,798 | $490.3K | 0.27% | +241+15.5% | Added |
| Apexium Financial, LP | 1,802 | $491.3K | 0.03% | +9+0.5% | Added |
| Pacific Sage Partners, LLC | 1,804 | $492.0K | 0.10% | +31+1.7% | Added |
| Golden State Wealth Management, LLC | 1,809 | $493.4K | 0.06% | −122−6.3% | Reduced |
| Smith Anglin Financial, LLC | 1,816 | $495.2K | 0.04% | +147+8.8% | Added |
| Impact Capital Partners LLC | 1,818 | $495.8K | 0.16% | +88+5.1% | Added |
| Jackson Square Capital, LLC | 1,841 | $502.0K | 0.11% | +1,088+144.5% | Added |
| Williams Jones Wealth Management, LLC. | 1,846 | $503.4K | 0.01% | −698−27.4% | Reduced |
| American National Bank | 1,847 | $503.7K | 0.05% | +37+2.0% | Added |
| Auxano Advisors, LLC | 1,853 | $505.3K | 0.12% | +1,030+125.2% | Added |
| Schnieders Capital Management LLC | 1,854 | $505.6K | 0.09% | +1,007+118.9% | Added |
| Headinvest, LLC | 1,854 | $505.6K | 0.11% | −250−11.9% | Reduced |
| Financial Life Planners | 1,854 | $505.6K | 0.41% | −48−2.5% | Reduced |
| OneAscent Investment Solutions LLC | 1,854 | $506.0K | 0.54% | +20+1.1% | Added |
| Meritage Portfolio Management | 1,857 | $506.4K | 0.03% | −61−3.2% | Reduced |
| Tennessee Valley Asset Management Partners | 1,858 | $506.6K | 0.13% | +52+2.9% | Added |
| Independent Solutions Wealth Management, LLC | 1,870 | $509.9K | 0.10% | −38−2.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,881 | $512.9K | 0.05% | −2−0.1% | Reduced |
| Richardson Financial Services Inc. | 1,888 | $513.4K | 0.34% | +100+5.6% | Added |
| Semus Wealth Partners LLC | 1,884 | $513.6K | 0.33% | +27+1.5% | Added |
| Advyzon Investment Management, LLC | 1,884 | $513.8K | 0.11% | +687+57.4% | Added |
| Allstate Corp | 1,901 | $518.4K | 0.04% | −32,575−94.5% | Reduced |
| Waddell & Associates, LLC | 1,907 | $519.9K | 0.06% | +419+28.2% | Added |
| Beacon Financial Advisory LLC | 1,908 | $520.3K | 0.13% | −274−12.6% | Reduced |
| Herold Advisors, Inc. | 1,915 | $522.2K | 0.11% | +365+23.5% | Added |
| Battery Global Advisors, LLC | 1,914 | $522.7K | 0.26% | 00.0% | Unchanged |
| Investors Research Corp | 1,919 | $523.4K | 0.10% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 1,920 | $523.6K | 0.13% | +160+9.1% | Added |
| Pure Financial Advisors, Inc. | 1,920 | $523.7K | 0.01% | +87+4.7% | Added |
| Delta Investment Management, LLC | 1,925 | $524.9K | 0.10% | −176−8.4% | Reduced |
| Guardian Asset Advisors, LLC | 1,923 | $525.1K | 0.30% | +124+6.9% | Added |
| BOK Financial Private Wealth, Inc. | 1,928 | $526.5K | 0.04% | −2,862−59.7% | Reduced |
| Uniting Wealth Partners, LLC | 1,933 | $527.1K | 0.20% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,933 | $527.1K | 0.07% | +76+4.1% | Added |
| Ethos Financial Group, LLC | 1,932 | $527.4K | 0.05% | +1,225+173.3% | Added |
| Tyler-Stone Wealth Management | 1,935 | $527.7K | 0.08% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,936 | $527.9K | 0.21% | +767+65.6% | Added |
| Telos Capital Management, Inc. | 1,936 | $528.0K | 0.05% | +383+24.7% | Added |
| Western Pacific Wealth Management, LP | 1,942 | $529.6K | 0.51% | −154−7.3% | Reduced |
| Armis Advisers, LLC | 2,055 | $530.3K | 0.04% | +421+25.8% | Added |
| Breakwater Capital Group | 1,946 | $530.7K | 0.09% | +20+1.0% | Added |
| Strive Asset Management, LLC | 1,947 | $530.9K | 0.32% | −1,283−39.7% | Reduced |
| Alliance Wealth Advisors, LLC | 1,948 | $531.2K | 0.29% | +20+1.0% | Added |
| Oak Ridge Investments LLC | 1,960 | $534.5K | 0.04% | −2−0.1% | Reduced |
| W.H. Cornerstone Investments Inc. | 1,963 | $535.3K | 0.34% | −593−23.2% | Reduced |
| Greenfield Savings Bank | 1,967 | $536.4K | 0.24% | +334+20.5% | Added |
| Trilogy Capital Inc. | 1,971 | $537.5K | 0.03% | −34−1.7% | Reduced |
| Kensington Investment Counsel, LLC | 1,972 | $537.7K | 0.23% | 00.0% | Unchanged |
| Ewa, LLC | 1,973 | $538.0K | 0.17% | −131−6.2% | Reduced |
| Wisconsin Wealth Advisors, LLC | 1,974 | $538.4K | 0.62% | +140+7.6% | Added |
| Florida Financial Advisors, LLC | 1,978 | $539.2K | 0.18% | +256+14.9% | Added |
| CoreCap Advisors, LLC | 1,977 | $539.3K | 0.02% | −3,228−62.0% | Reduced |