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 |
|---|---|---|---|---|---|
| Charter Oak Capital Management, LLC | 6,542 | $1.78M | 0.15% | 00.0% | Unchanged |
| Convergence Financial, LLC | 6,532 | $1.78M | 0.31% | +384+6.2% | Added |
| Kirtland Hills Capital Management, LLC | 6,528 | $1.78M | 0.82% | +155+2.4% | Added |
| Rossmore Private Capital | 6,514 | $1.78M | 0.21% | −295−4.3% | Reduced |
| Ingalls & Snyder LLC | 6,498 | $1.77M | 0.06% | −671−9.4% | Reduced |
| Nilsine Partners, LLC | 6,497 | $1.77M | 0.18% | −770−10.6% | Reduced |
| 1st Source Bank | 6,480 | $1.77M | 0.10% | +641+11.0% | Added |
| Steel Peak Wealth Management LLC | 6,440 | $1.77M | 0.07% | −15,222−70.3% | Reduced |
| Optimize Financial Inc | 6,477 | $1.77M | 1.08% | −46−0.7% | Reduced |
| R Squared Ltd | 6,474 | $1.77M | 0.97% | +4,344+203.9% | Added |
| Central Bank & Trust Co | 6,466 | $1.76M | 0.29% | −69−1.1% | Reduced |
| Mainstream Capital Management LLC | 6,451 | $1.76M | 1.28% | −47−0.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 6,438 | $1.76M | 0.28% | −56−0.9% | Reduced |
| Community Bank, N.A. | 6,424 | $1.75M | 0.23% | +657+11.4% | Added |
| Strengthening Families & Communities, LLC | 6,393 | $1.74M | 0.97% | −589−8.4% | Reduced |
| HF Advisory Group, LLC | 6,386 | $1.74M | 0.69% | +317+5.2% | Added |
| Royal Fund Management, LLC | 6,366 | $1.74M | 0.19% | +637+11.1% | Added |
| Wealth Preservation Advisors, LLC | 6,365 | $1.74M | 1.07% | +20+0.3% | Added |
| LMG Wealth Partners, LLC | 6,364 | $1.74M | 0.36% | +248+4.1% | Added |
| IMA Wealth, Inc. | 6,337 | $1.73M | 0.19% | +432+7.3% | Added |
| Canopy Partners, LLC | 6,332 | $1.73M | 0.63% | −39−0.6% | Reduced |
| Ellevest, Inc. | 6,309 | $1.72M | 0.27% | −811−11.4% | Reduced |
| State of Wyoming | 6,275 | $1.71M | 0.21% | +2,614+71.4% | Added |
| SRS Capital Advisors, Inc. | 6,265 | $1.71M | 0.08% | +2,641+72.9% | Added |
| Kaizen Financial Strategies | 6,257 | $1.71M | 0.87% | −139−2.2% | Reduced |
| Castle Wealth Management LLC | 6,223 | $1.70M | 0.62% | +449+7.8% | Added |
| Augustine Asset Management Inc | 6,228 | $1.70M | 0.45% | −1,018−14.0% | Reduced |
| Tealwood Asset Management Inc | 6,224 | $1.70M | 0.76% | −195−3.0% | Reduced |
| LOM Asset Management Ltd | 6,215 | $1.70M | 0.57% | +6,215 | New |
| NorthStar Asset Management LLC | 6,207 | $1.69M | 0.89% | +549+9.7% | Added |
| Bard Financial Services, Inc. | 6,200 | $1.69M | 0.20% | −125−2.0% | Reduced |
| DSG Capital Advisors, LLC | 6,195 | $1.69M | 0.30% | −2,894−31.8% | Reduced |
| Cornerstone National Bank & Trust Co | 6,173 | $1.68M | 0.72% | +589+10.5% | Added |
| Journey Strategic Wealth LLC | 6,158 | $1.68M | 0.05% | +1,210+24.5% | Added |
| Norden Group LLC | 6,156 | $1.68M | 0.18% | +59+1.0% | Added |
| Global X Japan Co., Ltd. | 6,144 | $1.68M | 0.17% | +6,144 | New |
| Stablepoint Partners, LLC | 6,133 | $1.67M | 0.28% | +145+2.4% | Added |
| Perennial Investment Advisors, LLC | 6,127 | $1.67M | 0.16% | +264+4.5% | Added |
| Simplicity Wealth,LLC | 6,123 | $1.67M | 0.07% | +560+10.1% | Added |
| Quadcap Wealth Management, LLC | 6,106 | $1.67M | 0.21% | −63−1.0% | Reduced |
| Delta Financial Advisors LLC | 6,092 | $1.66M | 0.58% | +103+1.7% | Added |
| Park Place Capital Corp | 6,104 | $1.66M | 0.38% | −331−5.1% | Reduced |
| Sphera Management Technology Funds Ltd | 6,060 | $1.65M | 1.01% | −18,500−75.3% | Reduced |
| Cypress Capital Group | 6,039 | $1.65M | 0.20% | +1,073+21.6% | Added |
| TRUE Private Wealth Advisors | 6,030 | $1.64M | 0.18% | +7+0.1% | Added |
| MidWestOne Financial Group, Inc. | 6,001 | $1.64M | 0.21% | −192−3.1% | Reduced |
| Lewis Asset Management, LLC | 5,996 | $1.63M | 0.77% | −74−1.2% | Reduced |
| GraniteShares Advisors LLC | 5,993 | $1.63M | 1.00% | +19+0.3% | Added |
| Littlejohn Financial Services, Inc. | 5,983 | $1.63M | 1.26% | +5,983 | New |
| NVWM, LLC | 6,105 | $1.63M | 0.39% | +105+1.8% | Added |
| Bowman & Co S.C. | 5,935 | $1.62M | 0.72% | +168+2.9% | Added |
| Asset Dedication, LLC | 5,945 | $1.62M | 0.12% | −62−1.0% | Reduced |
| HM Payson & Co | 5,930 | $1.62M | 0.03% | +1,137+23.7% | Added |
| Fiduciary Group LLC | 5,911 | $1.61M | 0.15% | −12−0.2% | Reduced |
| Ayrshire Capital Management LLC | 5,894 | $1.61M | 0.77% | +774+15.1% | Added |
| Plancorp, LLC | 5,889 | $1.61M | 0.06% | +353+6.4% | Added |
| Sound View Wealth Advisors Group, LLC | 5,876 | $1.60M | 0.12% | −449−7.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,876 | $1.60M | 0.18% | +603+11.4% | Added |
| Embree Financial Group | 5,862 | $1.60M | 0.24% | −181−3.0% | Reduced |
| Riverview Capital Advisers, LLC | 5,853 | $1.60M | 0.46% | +8+0.1% | Added |
| GKV Capital Management Co., Inc. | 5,850 | $1.60M | 0.71% | +4,700+408.7% | Added |
| Scott & Selber, Inc. | 5,850 | $1.59M | 0.44% | +39+0.7% | Added |
| Guerra Pan Advisors, LLC | 5,849 | $1.59M | 1.05% | +400+7.3% | Added |
| Gilbert & Cook, Inc. | 5,847 | $1.59M | 0.22% | +129+2.3% | Added |
| Burney Co | 5,842 | $1.59M | 0.05% | −1,493−20.4% | Reduced |
| Heartland Bank & Trust Co | 5,816 | $1.59M | 0.74% | −165−2.8% | Reduced |
| Gilder Gagnon Howe & Co LLC | 5,814 | $1.59M | 0.02% | −230,124−97.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,809 | $1.58M | 0.10% | +1,375+31.0% | Added |
| Trivant Custom Portfolio Group, LLC | 5,787 | $1.58M | 0.87% | −42−0.7% | Reduced |
| Global Assets Advisory, LLC | 5,800 | $1.58M | 0.62% | +5,800 | New |
| Ballast, Inc. | 5,738 | $1.56M | 0.41% | +330+6.1% | Added |
| Tower Trust & Investment Co | 5,738 | $1.56M | 1.11% | +19+0.3% | Added |
| Ramirez Asset Management, Inc. | 5,724 | $1.56M | 0.24% | −100−1.7% | Reduced |
| FLC Capital Advisors | 5,723 | $1.56M | 0.32% | +2,023+54.7% | Added |
| Choate Investment Advisors | 5,707 | $1.56M | 0.03% | +293+5.4% | Added |
| Transcend Wealth Collective, LLC | 5,704 | $1.56M | 0.12% | +265+4.9% | Added |
| Next Century Growth Investors LLC | 5,692 | $1.55M | 0.12% | +20.0% | Added |
| Princeton Capital Management LLC | 5,643 | $1.54M | 0.46% | +224+4.1% | Added |
| Bell Bank | 5,637 | $1.54M | 0.07% | −2,303−29.0% | Reduced |
| GAM Holding AG | 5,621 | $1.53M | 0.11% | −43−0.8% | Reduced |
| Paragon Private Wealth Management, LLC | 5,620 | $1.53M | 0.61% | +156+2.9% | Added |
| Mizuho Securities Co. Ltd. | 5,620 | $1.53M | 5.53% | +5,580+13,950.0% | Added |
| Carmel Capital Partners, LLC | 5,614 | $1.53M | 0.54% | +917+19.5% | Added |
| AA Financial Advisors, LLC | 5,582 | $1.52M | 0.33% | −1,093−16.4% | Reduced |
| Capstone Triton Financial Group, LLC | 5,575 | $1.52M | 1.10% | +5,575 | New |
| Portside Wealth Group, LLC | 5,574 | $1.52M | 0.23% | +300+5.7% | Added |
| Thor Investment Management Inc | 5,563 | $1.52M | 1.03% | +119+2.2% | Added |
| Arrowroot Family Office, LLC | 5,555 | $1.51M | 0.68% | +5,555 | New |
| Catalyst Financial Partners LLC | 5,538 | $1.51M | 0.16% | +223+4.2% | Added |
| Schmidt P J Investment Management Inc | 5,526 | $1.51M | 0.26% | −685−11.0% | Reduced |
| Ashton Thomas Securities, LLC | 5,521 | $1.51M | 0.36% | +367+7.1% | Added |
| Dempze Nancy E | 5,507 | $1.50M | 0.87% | +1,624+41.8% | Added |
| Redmond Asset Management, LLC | 5,500 | $1.50M | 0.36% | −402−6.8% | Reduced |
| Palumbo Wealth Management LLC | 5,474 | $1.49M | 0.46% | +243+4.6% | Added |
| Cantor Fitzgerald, L. P. | 5,469 | $1.49M | 0.04% | +5,469 | New |
| Lazari Capital Management, Inc. | 5,464 | $1.49M | 0.56% | −159−2.8% | Reduced |
| Lecap Asset Management Ltd | 5,450 | $1.49M | 0.53% | −228−4.0% | Reduced |
| Clare Market Investments LLC | 5,449 | $1.49M | 0.33% | −183−3.2% | Reduced |
| Point72 (DIFC) Ltd | 5,438 | $1.48M | 0.12% | −40,523−88.2% | Reduced |
| Legal Advantage Investments, Inc. | 5,437 | $1.48M | 0.69% | −34−0.6% | Reduced |