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 |
|---|---|---|---|---|---|
| Advocate Group LLC | 12,033 | $3.28M | 0.59% | +12,033 | New |
| GPM Growth Investors, Inc. | 12,016 | $3.28M | 1.30% | +1,472+14.0% | Added |
| Silphium Asset Management Ltd | 12,007 | $3.27M | 1.17% | −1,188−9.0% | Reduced |
| HAP Trading, LLC | 11,997 | $3.27M | 1.42% | +11,997 | New |
| Icon Advisers Inc | 11,862 | $3.23M | 0.74% | −1,038−8.0% | Reduced |
| Davidson Capital Management Inc. | 11,859 | $3.23M | 0.78% | +2,520+27.0% | Added |
| Broderick Brian C | 11,842 | $3.23M | 0.64% | +1,146+10.7% | Added |
| Bensler, LLC | 11,799 | $3.22M | 0.36% | −8−0.1% | Reduced |
| Strategic Global Advisors, LLC | 11,789 | $3.21M | 0.52% | +715+6.5% | Added |
| Railway Pension Investments Ltd | 11,700 | $3.19M | 0.05% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 11,698 | $3.19M | 0.53% | +1,340+12.9% | Added |
| Tounjian Advisory Partners, LLC | 11,876 | $3.19M | 0.62% | −224−1.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 11,676 | $3.18M | 0.83% | −278−2.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 11,660 | $3.18M | 0.56% | −640−5.2% | Reduced |
| Avestar Capital, LLC | 11,634 | $3.18M | 0.23% | +1,054+10.0% | Added |
| Western Wealth Management, LLC | 11,643 | $3.17M | 0.19% | −407−3.4% | Reduced |
| Gs Investments, Inc. | 11,589 | $3.16M | 1.40% | −109−0.9% | Reduced |
| Clarius Group, LLC | 11,579 | $3.16M | 0.18% | +128+1.1% | Added |
| Mainstay Capital Management LLC | 11,534 | $3.15M | 0.16% | +5,961+107.0% | Added |
| Elite Wealth Management, Inc. | 11,477 | $3.13M | 1.03% | −5,509−32.4% | Reduced |
| Insigneo Advisory Services, LLC | 11,459 | $3.12M | 0.27% | −671−5.5% | Reduced |
| Cito Capital Group, LLC | 11,425 | $3.12M | 1.09% | +3,925+52.3% | Added |
| Canandaigua National Bank & Trust Co | 11,399 | $3.11M | 0.29% | −272−2.3% | Reduced |
| Headlands Technologies LLC | 11,354 | $3.10M | 0.37% | −18,209−61.6% | Reduced |
| Roundview Capital LLC | 11,346 | $3.09M | 0.21% | +589+5.5% | Added |
| Peapack Gladstone Financial Corp | 11,312 | $3.08M | 0.04% | −2,689−19.2% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 11,582 | $3.08M | 1.28% | +259+2.3% | Added |
| Howard Capital Management Inc. | 11,243 | $3.07M | 0.05% | +2,272+25.3% | Added |
| SCS Capital Management LLC | 11,232 | $3.07M | 0.03% | +40.0% | Added |
| 180 Wealth Advisors, LLC | 11,233 | $3.06M | 0.43% | −279−2.4% | Reduced |
| OMC Financial Services LTD | 11,217 | $3.06M | 1.25% | −112−1.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 11,203 | $3.05M | 0.57% | +1,082+10.7% | Added |
| HighVista Strategies LLC | 11,185 | $3.05M | 1.12% | +1,900+20.5% | Added |
| Central Pacific Bank - Trust Division | 11,136 | $3.04M | 0.39% | −686−5.8% | Reduced |
| Valicenti Advisory Services Inc | 11,134 | $3.04M | 0.71% | +11,134 | New |
| Scharf Investments, LLC | 11,116 | $3.03M | 0.09% | +883+8.6% | Added |
| NBC Securities, Inc. | 11,118 | $3.03M | 0.25% | −1,462−11.6% | Reduced |
| Cabot Wealth Management Inc | 11,103 | $3.03M | 0.36% | +122+1.1% | Added |
| Axxcess Wealth Management, LLC | 11,094 | $3.03M | 0.07% | +973+9.6% | Added |
| Sachetta, LLC | 11,068 | $3.02M | 1.19% | +15+0.1% | Added |
| Wealthcare Advisory Partners LLC | 11,036 | $3.01M | 0.07% | +2,602+30.9% | Added |
| Trust Asset Management LLC | 11,033 | $3.01M | 0.22% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 19,189 | $3.01M | 1.08% | +115+0.6% | Added |
| Agate Pass Investment Management, LLC | 11,022 | $3.01M | 1.23% | +2,437+28.4% | Added |
| M & L Capital Management Ltd | 11,000 | $3.00M | 0.68% | +11,000 | New |
| Morton Community Bank | 10,997 | $3.00M | 0.75% | +10,997 | New |
| M Holdings Securities, Inc. | 10,975 | $3.00M | 0.51% | +10,975 | New |
| Fulton Bank, N.A. | 10,926 | $2.98M | 0.11% | +370+3.5% | Added |
| Enterprise Bank & Trust Co | 10,910 | $2.98M | 1.11% | +9+0.1% | Added |
| Archford Capital Strategies, LLC | 10,867 | $2.96M | 0.38% | +596+5.8% | Added |
| Norway Savings Bank | 10,862 | $2.96M | 1.52% | +1,016+10.3% | Added |
| WealthShield Partners, LLC | 10,859 | $2.96M | 0.36% | +415+4.0% | Added |
| Fidelis Capital Partners, LLC | 11,882 | $2.96M | 0.27% | −252−2.1% | Reduced |
| Alps Advisors Inc | 10,822 | $2.95M | 0.02% | +13+0.1% | Added |
| Great Lakes Retirement, Inc. | 10,796 | $2.95M | 0.35% | +430+4.1% | Added |
| Shaker Investments LLC | 10,774 | $2.94M | 1.20% | −3,340−23.7% | Reduced |
| Skopos Labs, Inc. | 10,673 | $2.91M | 0.38% | +2,129+24.9% | Added |
| True North Advisors, LLC | 10,663 | $2.91M | 0.56% | −892−7.7% | Reduced |
| Moody National Bank Trust Division | 10,650 | $2.90M | 0.27% | +435+4.3% | Added |
| Segment Wealth Management, LLC | 10,573 | $2.88M | 0.18% | +394+3.9% | Added |
| Voleon Capital Management LP | 10,500 | $2.86M | 0.16% | −3,573−25.4% | Reduced |
| Capital Investment Advisors, LLC | 10,478 | $2.86M | 0.05% | +3,458+49.3% | Added |
| SeaCrest Wealth Management, LLC | 10,423 | $2.84M | 0.31% | −577−5.2% | Reduced |
| VeraBank, N.A. | 10,406 | $2.84M | 0.57% | +3,293+46.3% | Added |
| MV Capital Management, Inc. | 10,381 | $2.83M | 0.29% | −366−3.4% | Reduced |
| Unique Wealth, LLC | 10,297 | $2.81M | 0.45% | +375+3.8% | Added |
| Vestmark Advisory Solutions, Inc. | 10,292 | $2.81M | 0.04% | −13,160−56.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,289 | $2.81M | 0.22% | +2,366+29.9% | Added |
| Beech Hill Advisors, Inc. | 10,232 | $2.79M | 1.26% | −4,043−28.3% | Reduced |
| Diversify Advisory Services, LLC | 12,024 | $2.79M | 0.11% | +3,047+33.9% | Added |
| United Bank | 10,198 | $2.78M | 1.06% | +500+5.2% | Added |
| Institute for Wealth Management, LLC. | 10,190 | $2.78M | 0.31% | −142−1.4% | Reduced |
| Graphene Investments SAS | 10,100 | $2.75M | 1.80% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 10,084 | $2.75M | 1.41% | +120+1.2% | Added |
| Moneta Group Investment Advisors LLC | 10,059 | $2.74M | 0.03% | +1,004+11.1% | Added |
| Premier Path Wealth Partners, LLC | 10,045 | $2.74M | 0.38% | +629+6.7% | Added |
| Tiemann Investment Advisors, LLC | 10,026 | $2.73M | 1.12% | +200+2.0% | Added |
| Sculati Wealth Management, LLC | 10,023 | $2.73M | 1.03% | −110−1.1% | Reduced |
| CFC Planning Co LLC | 10,014 | $2.73M | 2.64% | +587+6.2% | Added |
| Hillsdale Investment Management Inc. | 10,009 | $2.73M | 0.10% | +4,940+97.5% | Added |
| Bay Rivers Group | 10,001 | $2.73M | 1.25% | −9−0.1% | Reduced |
| Columbus Hill Capital Management, L.P. | 10,000 | $2.73M | 0.39% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 10,050 | $2.72M | 0.10% | +591+6.2% | Added |
| Ronald Blue Trust, Inc. | 9,940 | $2.71M | 0.03% | −16−0.2% | Reduced |
| Zhang Financial LLC | 9,938 | $2.71M | 0.13% | +521+5.5% | Added |
| Coastal Bridge Advisors, LLC | 9,931 | $2.71M | 0.22% | +1,258+14.5% | Added |
| Mather Group, LLC. | 9,912 | $2.70M | 0.03% | −323−3.2% | Reduced |
| Beck Capital Management, LLC | 9,911 | $2.70M | 0.67% | +3,866+64.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,898 | $2.70M | 0.06% | +1,160+13.3% | Added |
| Transatlantique Private Wealth LLC | 9,896 | $2.70M | 0.99% | −1,818−15.5% | Reduced |
| Processus Wealth & Capital Management, LLC | 9,890 | $2.70M | 2.13% | +565+6.1% | Added |
| Sumitomo Life Insurance Co | 9,879 | $2.69M | 0.18% | −614−5.9% | Reduced |
| Advisors Preferred, LLC | 9,900 | $2.69M | 0.44% | 00.0% | Unchanged |
| Strategic Advisors LLC | 9,868 | $2.69M | 0.53% | −401−3.9% | Reduced |
| New Millennium Group LLC | 9,824 | $2.68M | 1.48% | +9,788+27,188.9% | Added |
| Maia Wealth LLC | 9,779 | $2.67M | 0.51% | +2,580+35.8% | Added |
| Eagle Strategies LLC | 9,760 | $2.66M | 0.41% | +281+3.0% | Added |
| Nikulski Financial, Inc. | 9,754 | $2.66M | 0.73% | −191−1.9% | Reduced |
| Venturi Wealth Management, LLC | 9,743 | $2.66M | 0.13% | −518−5.0% | Reduced |
| Valley National Advisers Inc | 9,740 | $2.65M | 0.43% | +96+1.0% | Added |