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 |
|---|---|---|---|---|---|
| Ascent Wealth Partners, LLC | 9,727 | $2.65M | 0.33% | +1,952+25.1% | Added |
| Missouri Trust & Investment Co | 9,698 | $2.64M | 0.86% | +213+2.2% | Added |
| Secure Asset Management, LLC | 9,692 | $2.64M | 0.49% | +448+4.8% | Added |
| Harbor Investment Advisory, LLC | 26,326 | $2.64M | 0.24% | −1,955−6.9% | Reduced |
| Principle Wealth Partners LLC | 9,641 | $2.63M | 0.16% | +382+4.1% | Added |
| Birch Hill Investment Advisors LLC | 9,632 | $2.63M | 0.12% | −885−8.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 9,624 | $2.62M | 0.05% | −162−1.7% | Reduced |
| Sowell Financial Services LLC | 9,585 | $2.61M | 0.11% | +240+2.6% | Added |
| Smith, Salley & Associates | 9,576 | $2.61M | 0.15% | +1,110+13.1% | Added |
| Wealthspire Advisors, LLC | 9,532 | $2.60M | 0.01% | +1,208+14.5% | Added |
| Resonant Capital Advisors, LLC | 9,498 | $2.59M | 0.17% | +970+11.4% | Added |
| RMR Wealth Builders | 9,510 | $2.59M | 0.24% | +677+7.7% | Added |
| Aft, Forsyth & Sober, LLC | 9,500 | $2.59M | 0.88% | +250+2.7% | Added |
| Deltec Asset Management LLC | 9,500 | $2.59M | 0.46% | +3,000+46.2% | Added |
| Little House Capital LLC | 9,486 | $2.59M | 0.65% | +441+4.9% | Added |
| Resources Management Corp | 9,484 | $2.59M | 0.35% | +2,188+30.0% | Added |
| Concord Asset Management, LLC | 9,479 | $2.58M | 0.39% | +1,480+18.5% | Added |
| Concord Wealth Partners | 9,479 | $2.58M | 0.38% | +2,036+27.4% | Added |
| Private Trust Co NA | 9,445 | $2.58M | 0.25% | +101+1.1% | Added |
| Correct Capital Wealth Management | 9,433 | $2.57M | 0.50% | +6,042+178.2% | Added |
| Cetera Trust Company, N.A | 9,411 | $2.57M | 1.53% | −25−0.3% | Reduced |
| Boomfish Wealth Group, LLC | 9,395 | $2.56M | 1.48% | +588+6.7% | Added |
| Naviter Wealth, LLC | 9,359 | $2.56M | 0.31% | +128+1.4% | Added |
| Connable Office Inc | 9,351 | $2.55M | 0.25% | +31+0.3% | Added |
| Aperture Investors, LLC | 9,338 | $2.55M | 0.34% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,256 | $2.52M | 0.11% | +1,521+19.7% | Added |
| Welch & Forbes LLC | 9,253 | $2.52M | 0.03% | −273−2.9% | Reduced |
| Boltwood Capital Management | 9,251 | $2.52M | 0.72% | −14−0.2% | Reduced |
| Cigna Investments Inc | 9,206 | $2.51M | 0.43% | −124−1.3% | Reduced |
| Pitcairn Co | 9,202 | $2.51M | 0.16% | −1,991−17.8% | Reduced |
| DRW Securities, LLC | 9,189 | $2.50M | 0.18% | +9,189 | New |
| Forum Financial Management, LP | 9,160 | $2.50M | 0.04% | −1,317−12.6% | Reduced |
| Herbst Group, LLC | 9,125 | $2.49M | 1.49% | +315+3.6% | Added |
| Ameritas Investment Partners, Inc. | 9,116 | $2.49M | 0.08% | −114−1.2% | Reduced |
| Verde Capital Management | 9,051 | $2.47M | 0.61% | +614+7.3% | Added |
| Clear Harbor Asset Management, LLC | 9,048 | $2.47M | 0.19% | +260+3.0% | Added |
| Financial Gravity Companies, Inc. | 9,015 | $2.46M | 0.48% | +9,015 | New |
| Rice Partnership, LLC | 9,006 | $2.46M | 0.43% | +1,064+13.4% | Added |
| Triangle Securities Wealth Management | 8,998 | $2.45M | 0.60% | +279+3.2% | Added |
| Boston Private Wealth LLC | 8,965 | $2.44M | 0.13% | −8,107−47.5% | Reduced |
| Congress Park Capital LLC | 8,957 | $2.44M | 0.80% | +834+10.3% | Added |
| Procyon Private Wealth Partners, LLC | 8,916 | $2.43M | 0.23% | −25,811−74.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 8,907 | $2.43M | 0.66% | +6+0.1% | Added |
| Applied Finance Capital Management, LLC | 8,902 | $2.43M | 0.17% | +8,902 | New |
| Kidder Stephen W | 8,876 | $2.42M | 0.73% | +1,234+16.1% | Added |
| Pictet North America Advisors SA | 8,826 | $2.41M | 0.24% | −1,461−14.2% | Reduced |
| Citizens & Northern Corp | 8,821 | $2.41M | 0.64% | −92−1.0% | Reduced |
| EverSource Wealth Advisors, LLC | 8,778 | $2.39M | 0.11% | +268+3.1% | Added |
| LifePlan Financial, LLC | 8,760 | $2.39M | 1.98% | +466+5.6% | Added |
| Compton Wealth Advisory Group, LLC | 8,720 | $2.38M | 0.60% | +431+5.2% | Added |
| StoneX Group Inc. | 8,693 | $2.37M | 0.12% | +365+4.4% | Added |
| Nelson Capital Management, LLC | 8,689 | $2.37M | 0.31% | +195+2.3% | Added |
| Raab & Moskowitz Asset Management LLC | 8,668 | $2.36M | 0.56% | +2,046+30.9% | Added |
| Wealth Alliance | 8,656 | $2.36M | 0.26% | −193−2.2% | Reduced |
| Mirador Capital Partners LP | 8,637 | $2.36M | 0.38% | +4,647+116.5% | Added |
| Parsonex Advisory Services, Inc. | 8,624 | $2.35M | 1.96% | +8,624 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 8,621 | $2.35M | 0.77% | +566+7.0% | Added |
| Pinnacle Holdings, LLC | 8,615 | $2.35M | 0.85% | +803+10.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 8,594 | $2.34M | 0.26% | +764+9.8% | Added |
| Good Life Advisors, LLC | 8,552 | $2.33M | 0.15% | −638−6.9% | Reduced |
| DeDora Capital, Inc. | 8,532 | $2.33M | 0.61% | +407+5.0% | Added |
| L.M. Kohn & Company | 8,531 | $2.33M | 0.63% | −458−5.1% | Reduced |
| Stonegate Investment Group, LLC | 8,479 | $2.31M | 0.06% | +35+0.4% | Added |
| Orin Green Financial, LLC | 8,461 | $2.31M | 0.98% | +161+1.9% | Added |
| Hall Laurie J Trustee | 8,445 | $2.30M | 0.76% | +8,445 | New |
| Wealth Alliance Advisory Group, LLC | 8,415 | $2.29M | 0.44% | +3,161+60.2% | Added |
| Graypoint LLC | 8,414 | $2.29M | 0.13% | +149+1.8% | Added |
| Kampmann Melissa S. | 8,414 | $2.29M | 1.72% | −195−2.3% | Reduced |
| Cove Private Wealth, LLC | 8,391 | $2.29M | 0.81% | +1,409+20.2% | Added |
| Steinberg Asset Management LLC | 8,348 | $2.28M | 1.70% | +505+6.4% | Added |
| Umpqua Bank | 8,312 | $2.27M | 0.69% | +615+8.0% | Added |
| Arete Wealth Advisors, LLC | 8,400 | $2.27M | 0.16% | −2,902−25.7% | Reduced |
| Stoneridge Investment Partners LLC | 8,340 | $2.27M | 1.71% | +1,016+13.9% | Added |
| Bridgeway Capital Management, LLC | 8,290 | $2.26M | 0.05% | −180−2.1% | Reduced |
| Legacy Financial Advisors, Inc. | 8,263 | $2.25M | 0.35% | +1,802+27.9% | Added |
| CTC Alternative Strategies, Ltd. | 8,220 | $2.24M | 1.96% | +8,220 | New |
| Heritage Trust Co | 8,032 | $2.19M | 0.25% | +156+2.0% | Added |
| PFG Investments, LLC | 8,029 | $2.19M | 0.13% | +1,837+29.7% | Added |
| Elmwood Wealth Management, Inc. | 8,001 | $2.18M | 0.86% | −76−0.9% | Reduced |
| Power Wealth Management LLC | 7,992 | $2.18M | 0.84% | −150−1.8% | Reduced |
| Future Fund LLC | 7,988 | $2.18M | 0.97% | +1,477+22.7% | Added |
| Shepherd Financial Partners LLC | 7,982 | $2.18M | 0.23% | −410−4.9% | Reduced |
| Ancora Advisors, LLC | 7,963 | $2.17M | 0.05% | +978+14.0% | Added |
| FOCUS Wealth Advisors, LLC | 7,959 | $2.17M | 1.13% | +69+0.9% | Added |
| South Dakota Investment Council | 7,928 | $2.16M | 0.04% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 8,089 | $2.16M | 0.06% | −293−3.5% | Reduced |
| Central Valley Advisors, LLC | 7,910 | $2.16M | 0.73% | +929+13.3% | Added |
| Signet Financial Management, LLC | 7,902 | $2.15M | 0.27% | +28+0.4% | Added |
| Chickasaw Capital Management LLC | 7,900 | $2.15M | 0.09% | −80−1.0% | Reduced |
| Dover Advisors, LLC | 7,899 | $2.15M | 0.95% | −491−5.9% | Reduced |
| Leelyn Smith, LLC | 7,868 | $2.15M | 0.35% | +622+8.6% | Added |
| Charter Research & Investment Group, Inc. | 7,862 | $2.14M | 1.60% | −190−2.4% | Reduced |
| Atala Financial Inc | 7,845 | $2.14M | 1.48% | +553+7.6% | Added |
| SWP Investment Management LLC | 7,825 | $2.13M | 2.52% | +69+0.9% | Added |
| Cooper Financial Group | 7,804 | $2.13M | 0.25% | +563+7.8% | Added |
| Glen Eagle Advisors, LLC | 7,794 | $2.13M | 0.33% | +1,289+19.8% | Added |
| EPG Wealth Management LLC | 7,770 | $2.12M | 0.64% | +122+1.6% | Added |
| Highland Capital Management, LLC | 7,760 | $2.12M | 0.11% | −2,532−24.6% | Reduced |
| Harfst & Associates, Inc. | 7,746 | $2.11M | 0.44% | +30+0.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 7,735 | $2.11M | 0.37% | +7,735 | New |