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
- 2,959
- +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
- 1,403 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 |
|---|---|---|---|---|---|
| Allred Capital Management, LLC | 4,622 | $1.26M | 0.47% | −59−1.3% | Reduced |
| Dearborn Partners LLC | 4,622 | $1.26M | 0.06% | −69−1.5% | Reduced |
| Interchange Capital Partners, LLC | 4,603 | $1.26M | 0.29% | +185+4.2% | Added |
| Guardian Wealth Advisors, LLC | 4,597 | $1.25M | 0.09% | −140−3.0% | Reduced |
| Key Financial Inc | 4,592 | $1.25M | 0.25% | +1,990+76.5% | Added |
| Gsa Capital Partners LLP | 4,578 | $1.25M | 0.09% | −1,132−19.8% | Reduced |
| Gardner Lewis Asset Management L P | 4,575 | $1.25M | 0.31% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 4,568 | $1.25M | 0.10% | +387+9.3% | Added |
| Malaga Cove Capital, LLC | 4,566 | $1.25M | 0.49% | −600−11.6% | Reduced |
| First American Bank | 4,537 | $1.24M | 0.08% | +4,537 | New |
| Gen-Wealth Partners Inc | 4,525 | $1.23M | 0.48% | +351+8.4% | Added |
| MONECO Advisors, LLC | 4,524 | $1.23M | 0.11% | −543−10.7% | Reduced |
| Capital Performance Advisors LLP | 4,516 | $1.23M | 0.24% | −258−5.4% | Reduced |
| Cornerstone Wealth Management, LLC | 4,476 | $1.22M | 0.07% | +265+6.3% | Added |
| Baker Tilly Wealth Management, LLC | 4,466 | $1.22M | 0.44% | −105−2.3% | Reduced |
| Bridgewater Advisors Inc. | 4,554 | $1.22M | 0.09% | +331+7.8% | Added |
| Nabity-Jensen Investment Management Inc | 4,458 | $1.22M | 0.90% | −6−0.1% | Reduced |
| Cornercap Investment Counsel Inc | 4,455 | $1.21M | 0.63% | −111−2.4% | Reduced |
| Michael B. Yongue | 4,450 | $1.21M | 0.92% | +57+1.3% | Added |
| Crux Wealth Advisors | 4,449 | $1.21M | 0.52% | +461+11.6% | Added |
| Harold Davidson & Associates Inc. | 4,439 | $1.21M | 0.78% | −1,927−30.3% | Reduced |
| Elefante Mark B | 4,409 | $1.20M | 0.90% | +992+29.0% | Added |
| BancorpSouth Bank | 4,408 | $1.20M | 0.08% | +36+0.8% | Added |
| First Foundation Advisors | 4,392 | $1.20M | 0.04% | +3,058+229.2% | Added |
| Caxton Associates LLP | 4,391 | $1.20M | 0.03% | +912+26.2% | Added |
| Gemmer Asset Management LLC | 4,383 | $1.20M | 0.11% | −1,038−19.1% | Reduced |
| Fairscale Capital, LLC | 4,625 | $1.19M | 0.87% | +221+5.0% | Added |
| Brian Low Financial Group, LLC | 4,378 | $1.19M | 1.12% | +4,378 | New |
| Quantum Private Wealth, LLC | 4,373 | $1.19M | 0.39% | −192−4.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,367 | $1.19M | 0.40% | +235+5.7% | Added |
| Worth Financial Advisory Group, LLC | 4,350 | $1.19M | 0.73% | +882+25.4% | Added |
| Hutchinson Financial Advisors, INC | 4,343 | $1.18M | 1.33% | +4,343 | New |
| Salem Investment Counselors Inc | 4,328 | $1.18M | 0.04% | +271+6.7% | Added |
| Byrne Asset Management LLC | 4,330 | $1.18M | 0.79% | +134+3.2% | Added |
| Texas Yale Capital Corp. | 4,324 | $1.18M | 0.04% | −257−5.6% | Reduced |
| JNBA Financial Advisors | 4,302 | $1.17M | 0.11% | −25−0.6% | Reduced |
| Arjuna Capital | 4,300 | $1.17M | 0.31% | −211−4.7% | Reduced |
| Wright Investors Service Inc | 4,291 | $1.17M | 0.35% | −10,499−71.0% | Reduced |
| Prosperity Consulting Group, LLC | 4,287 | $1.17M | 0.09% | −1,147−21.1% | Reduced |
| Diligent Investors, LLC | 4,283 | $1.17M | 0.28% | 00.0% | Unchanged |
| Inceptionr LLC | 4,276 | $1.17M | 0.27% | +3,084+258.7% | Added |
| First Business Financial Services, Inc. | 4,276 | $1.17M | 0.11% | +4,276 | New |
| Integrated Quantitative Investments LLC | 4,263 | $1.16M | 0.34% | +4,263 | New |
| Johnson Financial Group, Inc. | 4,256 | $1.16M | 0.05% | −1,246−22.6% | Reduced |
| KG&L Capital Management,LLC | 4,254 | $1.16M | 0.34% | −1,058−19.9% | Reduced |
| Larson Financial Group LLC | 4,240 | $1.16M | 0.05% | +504+13.5% | Added |
| RFG Holdings, Inc. | 4,199 | $1.15M | 0.33% | +1,032+32.6% | Added |
| Newman Dignan & Sheerar, Inc. | 4,199 | $1.15M | 0.26% | −55−1.3% | Reduced |
| Personal Cfo Solutions, LLC | 4,191 | $1.14M | 0.21% | +547+15.0% | Added |
| Doliver Advisors, LP | 4,186 | $1.14M | 0.31% | −1,708−29.0% | Reduced |
| LCM Capital Management Inc | 4,183 | $1.14M | 0.59% | +19+0.5% | Added |
| Aldebaran Financial Inc. | 4,176 | $1.14M | 1.26% | +10.0% | Added |
| L2 Asset Management, LLC | 4,170 | $1.14M | 0.19% | +179+4.5% | Added |
| Ipswich Investment Management Co., Inc. | 4,170 | $1.14M | 0.27% | +472+12.8% | Added |
| Richards, Merrill & Peterson, Inc. | 4,167 | $1.14M | 0.54% | −188−4.3% | Reduced |
| Dudley Capital Management, LLC | 4,165 | $1.14M | 0.57% | −23−0.5% | Reduced |
| David J Yvars Group | 4,163 | $1.14M | 0.67% | +938+29.1% | Added |
| Key Client Fiduciary Advisors, LLC | 4,156 | $1.13M | 0.46% | +10.0% | Added |
| Strait & Sound Wealth Management LLC | 4,153 | $1.13M | 0.48% | +424+11.4% | Added |
| Gallagher Capital Advisors, LLC | 4,203 | $1.13M | 0.92% | −550−11.6% | Reduced |
| Octavia Wealth Advisors, LLC | 4,146 | $1.13M | 0.13% | −20−0.5% | Reduced |
| PFG Advisors | 4,150 | $1.13M | 0.05% | +1,389+50.3% | Added |
| Old Point Trust & Financial Services N A | 4,122 | $1.12M | 0.39% | +490+13.5% | Added |
| Ausdal Financial Partners, Inc. | 4,121 | $1.12M | 0.07% | −124−2.9% | Reduced |
| Congress Asset Management Co | 4,111 | $1.12M | 0.01% | −301,974−98.7% | Reduced |
| Argus Investors' Counsel, Inc. | 4,096 | $1.12M | 0.79% | −687−14.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 4,088 | $1.11M | 0.04% | +388+10.5% | Added |
| Copperleaf Capital, LLC | 4,081 | $1.11M | 0.56% | −261−6.0% | Reduced |
| BSW Wealth Partners | 4,078 | $1.11M | 0.15% | +170+4.4% | Added |
| Wulff, Hansen & Co. | 4,070 | $1.11M | 0.95% | +1,455+55.6% | Added |
| Greykasell Wealth Strategies, Inc. | 4,054 | $1.11M | 0.53% | +95+2.4% | Added |
| Bridges Investment Management Inc | 4,045 | $1.10M | 0.01% | +90+2.3% | Added |
| Anchor Investment Management, LLC | 4,044 | $1.10M | 0.10% | +157+4.0% | Added |
| ClearAlpha Technologies LP | 4,044 | $1.10M | 3.18% | +3,283+431.4% | Added |
| North Star Investment Management Corp. | 4,029 | $1.10M | 0.08% | +4+0.1% | Added |
| Bank Ozk | 4,020 | $1.10M | 0.42% | −268−6.3% | Reduced |
| Stableford Capital II LLC | 4,067 | $1.09M | 0.41% | +4,067 | New |
| Trust Point Inc. | 4,001 | $1.09M | 0.10% | −233−5.5% | Reduced |
| Curbstone Financial Management Corp | 3,976 | $1.08M | 0.22% | +350+9.7% | Added |
| Community Bank & Trust, Waco, Texas | 3,973 | $1.08M | 0.25% | 00.0% | Unchanged |
| FCG Investment Co | 3,961 | $1.08M | 0.56% | −3,693−48.2% | Reduced |
| Trillium Asset Management, LLC | 3,962 | $1.08M | 0.03% | −10.0% | Reduced |
| Lebenthal Global Advisors, LLC | 3,948 | $1.08M | 0.20% | −258−6.1% | Reduced |
| Minot DeBlois Advisors LLC | 3,945 | $1.08M | 1.02% | +40+1.0% | Added |
| Magnolia Capital Advisors LLC | 3,939 | $1.07M | 0.27% | −146−3.6% | Reduced |
| Wincap Financial LLC | 3,936 | $1.07M | 0.86% | +119+3.1% | Added |
| Motiv8 Investments LLC | 3,928 | $1.07M | 0.66% | +441+12.6% | Added |
| Carr Financial Group Corp | 3,912 | $1.07M | 0.31% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,907 | $1.07M | 0.18% | +3,907 | New |
| Blueshift Asset Management, LLC | 3,906 | $1.07M | 0.33% | +3,906 | New |
| Fiduciary Financial Group, LLC | 3,915 | $1.06M | 0.19% | −400−9.3% | Reduced |
| Rothschild Investment LLC | 3,896 | $1.06M | 0.07% | +427+12.3% | Added |
| Bradyco, Inc. | 3,894 | $1.06M | 0.78% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 3,886 | $1.06M | 0.42% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,876 | $1.06M | 0.28% | +1,060+37.6% | Added |
| Unified Investment Management | 3,875 | $1.06M | 1.13% | +56+1.5% | Added |
| OV Management LLC | 3,871 | $1.06M | 0.88% | −6,453−62.5% | Reduced |
| Birinyi Associates Inc | 3,858 | $1.05M | 0.31% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 3,857 | $1.05M | 0.79% | +2,225+136.3% | Added |
| Grove Bank & Trust | 3,838 | $1.05M | 0.13% | −34−0.9% | Reduced |