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 |
|---|---|---|---|---|---|
| Beaumont Asset Management, L.L.C. | 7,727 | $2.11M | 1.13% | +85+1.1% | Added |
| Field & Main Bank | 7,717 | $2.10M | 0.68% | −95−1.2% | Reduced |
| Weaver Capital Management LLC | 7,705 | $2.10M | 0.52% | +578+8.1% | Added |
| Arista Wealth Management, LLC | 7,696 | $2.10M | 0.29% | +7,696 | New |
| Smartleaf Asset Management LLC | 7,668 | $2.10M | 0.18% | −1,430−15.7% | Reduced |
| First County Bank | 7,682 | $2.09M | 1.13% | −1,063−12.2% | Reduced |
| Koshinski Asset Management, Inc. | 7,676 | $2.09M | 0.16% | +494+6.9% | Added |
| Nicolet Bankshares Inc | 7,664 | $2.09M | 0.36% | −15−0.2% | Reduced |
| Mission Creek Capital Partners, Inc. | 7,627 | $2.08M | 0.46% | −423−5.3% | Reduced |
| Quest Partners LLC | 7,604 | $2.07M | 0.20% | −649−7.9% | Reduced |
| Wealth Management Partners, LLC | 7,682 | $2.07M | 0.73% | +135+1.8% | Added |
| Jamison Private Wealth Management, Inc. | 7,583 | $2.07M | 0.30% | −182−2.3% | Reduced |
| IronOak Wealth LLC. | 7,543 | $2.06M | 2.00% | +7,543 | New |
| Icapital Wealth LLC | 7,551 | $2.06M | 1.17% | +4+0.1% | Added |
| Buckingham Strategic Partners | 7,551 | $2.06M | 0.03% | −4,141−35.4% | Reduced |
| Group One Trading, L.P. | 7,527 | $2.05M | 0.07% | −23,418−75.7% | Reduced |
| Intrust Bank NA | 7,519 | $2.05M | 0.18% | −144−1.9% | Reduced |
| WP Advisors, LLC | 7,495 | $2.04M | 0.56% | +957+14.6% | Added |
| Voya Financial Advisors, Inc. | 7,466 | $2.04M | 0.21% | −1,815−19.6% | Reduced |
| Perfromance Wealth Partners, LLC | 7,469 | $2.04M | 0.07% | +171+2.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,451 | $2.03M | 0.10% | −10,660−58.9% | Reduced |
| AMG National Trust Bank | 7,437 | $2.03M | 0.05% | +273+3.8% | Added |
| Cardiff Park Advisors, LLC | 7,424 | $2.02M | 0.17% | +10.0% | Added |
| Navalign, LLC | 7,397 | $2.02M | 0.56% | −315−4.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,392 | $2.02M | 0.17% | −538−6.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 7,380 | $2.02M | 0.19% | −12,889−63.6% | Reduced |
| Center for Financial Planning, Inc. | 7,362 | $2.01M | 0.23% | 00.0% | Unchanged |
| Goelzer Investment Management, Inc. | 7,361 | $2.01M | 0.11% | −201−2.7% | Reduced |
| JT Stratford LLC | 7,346 | $2.00M | 0.30% | +5,131+231.6% | Added |
| Kentucky Trust Co | 7,335 | $2.00M | 1.15% | +20+0.3% | Added |
| Savvy Advisors, Inc. | 7,326 | $2.00M | 0.13% | +1,498+25.7% | Added |
| Farmers & Merchants Trust Co of Long Beach | 7,317 | $2.00M | 0.42% | +390+5.6% | Added |
| Meiji Yasuda Life Insurance Co | 7,316 | $2.00M | 0.06% | +207+2.9% | Added |
| AlphaCore Capital LLC | 7,287 | $1.99M | 0.08% | +1,035+16.6% | Added |
| Orrstown Financial Services Inc | 7,295 | $1.99M | 0.42% | +3,155+76.2% | Added |
| Leo Wealth, LLC | 7,260 | $1.98M | 0.15% | +6,436+781.1% | Added |
| WSFS Capital Management, LLC | 7,246 | $1.98M | 0.11% | −390−5.1% | Reduced |
| TSFG, LLC | 7,248 | $1.98M | 0.36% | −394−5.2% | Reduced |
| Thrive Wealth Management, LLC | 7,235 | $1.97M | 0.32% | −10−0.1% | Reduced |
| Chicago Trust Co NA | 7,230 | $1.97M | 0.28% | +406+5.9% | Added |
| Bangor Savings Bank | 7,220 | $1.97M | 0.18% | −487−6.3% | Reduced |
| Arvest Investments, Inc. | 7,208 | $1.97M | 0.30% | −422−5.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,169 | $1.96M | 0.07% | −24−0.3% | Reduced |
| Hudson Canyon Capital Management | 7,169 | $1.95M | 1.22% | −156−2.1% | Reduced |
| Boyd Watterson Asset Management LLC | 7,166 | $1.95M | 0.61% | +395+5.8% | Added |
| Atlas Brown,Inc. | 7,162 | $1.95M | 0.63% | +47+0.7% | Added |
| Aigen Investment Management, LP | 7,155 | $1.95M | 0.27% | −7,455−51.0% | Reduced |
| Glynn Capital Management LLC | 7,143 | $1.95M | 0.44% | 00.0% | Unchanged |
| Stevens Capital Management LP | 7,128 | $1.94M | 0.53% | +5,265+282.6% | Added |
| Signature Wealth Management Group | 7,127 | $1.94M | 0.77% | +24+0.3% | Added |
| Fulcrum Asset Management LLP | 7,124 | $1.94M | 0.55% | +7,124 | New |
| Platform Technology Partners | 7,120 | $1.94M | 0.51% | +434+6.5% | Added |
| Itau Unibanco Holding S.A. | 7,110 | $1.94M | 0.07% | −5,059−41.6% | Reduced |
| PFC Capital Group, Inc. | 7,110 | $1.94M | 0.90% | −654−8.4% | Reduced |
| Jacobi Capital Management LLC | 7,102 | $1.94M | 0.13% | +861+13.8% | Added |
| Delaney Dennis R | 7,102 | $1.94M | 0.99% | +1,408+24.7% | Added |
| Parr McKnight Wealth Management Group, LLC | 7,092 | $1.93M | 0.27% | +657+10.2% | Added |
| Millington Financial Advisors, LLC | 7,231 | $1.93M | 0.98% | +956+15.2% | Added |
| BankPlus Trust Department | 7,068 | $1.93M | 0.57% | +158+2.3% | Added |
| Keudell/Morrison Wealth Management | 7,054 | $1.92M | 0.43% | +1,406+24.9% | Added |
| Allen Investment Management LLC | 7,009 | $1.91M | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 7,008 | $1.91M | 0.30% | +5,800+480.1% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 7,000 | $1.91M | 0.99% | +4,900+233.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 7,000 | $1.91M | 0.54% | 00.0% | Unchanged |
| Syon Capital LLC | 6,999 | $1.91M | 0.13% | +352+5.3% | Added |
| First Pacific Financial | 6,951 | $1.90M | 0.28% | +999+16.8% | Added |
| St. Johns Investment Management Company, LLC | 6,923 | $1.89M | 0.87% | +529+8.3% | Added |
| Aventura Private Wealth, LLC | 6,916 | $1.89M | 0.82% | +1,540+28.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,904 | $1.89M | 0.92% | −215−3.0% | Reduced |
| Brandywine Managers, LLC | 6,913 | $1.89M | 1.87% | 00.0% | Unchanged |
| TLWM | 6,896 | $1.88M | 0.36% | +58+0.8% | Added |
| Nautilus Advisors LLC | 6,872 | $1.87M | 1.37% | −188−2.7% | Reduced |
| Berkshire Bank | 6,836 | $1.86M | 0.43% | −121−1.7% | Reduced |
| Northstar Group, Inc. | 6,802 | $1.85M | 0.29% | −50−0.7% | Reduced |
| Sphera Funds Management Ltd. | 6,800 | $1.85M | 0.48% | −2,300−25.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,799 | $1.85M | 0.12% | +2,883+73.6% | Added |
| Ameritas Advisory Services, LLC | 6,798 | $1.85M | 0.10% | −380−5.3% | Reduced |
| Grandview Asset Management LLC | 6,789 | $1.85M | 0.59% | −43−0.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,778 | $1.85M | 0.60% | +564+9.1% | Added |
| Pine Valley Investments Ltd Liability Co | 6,770 | $1.85M | 0.11% | −344−4.8% | Reduced |
| Burns J W & Co Inc | 6,774 | $1.85M | 0.22% | −1,719−20.2% | Reduced |
| Saturna Capital CORP | 6,761 | $1.84M | 0.02% | −180−2.6% | Reduced |
| Evoke Wealth, LLC | 6,738 | $1.84M | 0.04% | +1,116+19.9% | Added |
| Camden Capital, LLC | 6,738 | $1.84M | 0.17% | −219−3.1% | Reduced |
| Regatta Capital Group, LLC | 6,741 | $1.84M | 0.32% | +95+1.4% | Added |
| Coastline Trust Co | 6,740 | $1.84M | 0.21% | −685−9.2% | Reduced |
| West Branch Capital LLC | 6,732 | $1.84M | 0.54% | +861+14.7% | Added |
| Keel Point, LLC | 6,719 | $1.83M | 0.12% | +63+0.9% | Added |
| Caliber Wealth Management, LLC | 6,698 | $1.83M | 0.20% | −313−4.5% | Reduced |
| Mirabaud & Cie SA | 6,695 | $1.83M | 0.58% | +5,750+608.5% | Added |
| Aaron Wealth Advisors | 6,673 | $1.82M | 0.19% | −137−2.0% | Reduced |
| 1776 Wealth LLC | 6,656 | $1.82M | 0.75% | +16+0.2% | Added |
| Financial Advocates Investment Management | 6,593 | $1.80M | 0.15% | −2,986−31.2% | Reduced |
| Morangie Management LLC | 6,575 | $1.80M | 1.56% | +1,869+39.7% | Added |
| Princeton Global Asset Management LLC | 6,571 | $1.79M | 0.33% | −33−0.5% | Reduced |
| Wolverine Trading, LLC | 6,550 | $1.79M | 0.05% | −18,995−74.4% | Reduced |
| Notis-McConarty Edward | 6,562 | $1.79M | 0.87% | +2,718+70.7% | Added |
| Semmax Financial Advisors Inc. | 7,436 | $1.79M | 0.46% | +838+12.7% | Added |
| Invst, LLC | 6,558 | $1.79M | 0.22% | −2,592−28.3% | Reduced |
| Paradigm Asset Management Co LLC | 6,550 | $1.79M | 0.44% | −2,900−30.7% | Reduced |