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 |
|---|---|---|---|---|---|
| Stansberry Asset Management, LLC | 3,832 | $1.04M | 0.11% | −13,849−78.3% | Reduced |
| Putney Financial Group LLC | 3,820 | $1.04M | 1.05% | −165−4.1% | Reduced |
| GM Advisory Group, Inc. | 3,811 | $1.04M | 0.05% | +2,462+182.5% | Added |
| Valmark Advisers, Inc. | 3,804 | $1.04M | 0.01% | +44+1.2% | Added |
| Cape Investment Advisory, Inc. | 3,799 | $1.04M | 0.38% | +109+3.0% | Added |
| Wrapmanager Inc | 3,787 | $1.03M | 0.25% | −48−1.3% | Reduced |
| United Community Bank | 3,779 | $1.03M | 0.35% | +326+9.4% | Added |
| Forefront Wealth Partners, LLC | 3,078 | $1.03M | 0.71% | −142−4.4% | Reduced |
| Terry L. Blaker | 3,769 | $1.03M | 0.04% | −447−10.6% | Reduced |
| AustralianSuper Pty Ltd | 3,752 | $1.02M | 0.01% | −183,541−98.0% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,751 | $1.02M | 0.47% | +249+7.1% | Added |
| Burford Brothers, Inc. | 3,731 | $1.02M | 0.47% | +61+1.7% | Added |
| Texas Bank & Trust Co | 3,718 | $1.01M | 0.40% | +179+5.1% | Added |
| Oder Investment Management, LLC | 3,698 | $1.01M | 0.76% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,686 | $1.00M | 0.05% | −3,040−45.2% | Reduced |
| Seed Wealth Management, Inc. | 3,685 | $1.00M | 0.75% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 3,678 | $1.00M | 0.82% | +10.0% | Added |
| Guardian Partners Inc. | 3,705 | $1.00M | 0.09% | +3,705 | New |
| Consilium Wealth Advisory, LLC | 3,675 | $1.00M | 0.42% | −84−2.2% | Reduced |
| Investment Partners Asset Management, Inc. | 3,672 | $1.00M | 0.70% | +183+5.2% | Added |
| Ecofi Investissements SA | 4,400 | $999.2K | 1.17% | +1,150+35.4% | Added |
| Souders Financial Advisors | 3,655 | $996.7K | 0.13% | −3,258−47.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,654 | $996.4K | 0.48% | +1,106+43.4% | Added |
| Sierra Capital LLC | 3,646 | $994.0K | 0.11% | +7+0.2% | Added |
| Prostatis Group LLC | 3,641 | $992.9K | 0.28% | −796−17.9% | Reduced |
| Lederer & Associates Investment Counsel | 3,633 | $991.0K | 0.66% | +3,633 | New |
| Csenge Advisory Group | 3,728 | $989.3K | 0.05% | −159−4.1% | Reduced |
| MWA Asset Management | 3,628 | $989.2K | 0.61% | +24+0.7% | Added |
| Connecticut Wealth Management, LLC | 3,622 | $987.7K | 0.05% | +3+0.1% | Added |
| Oxler Private Wealth LLC | 3,617 | $986.3K | 0.31% | −56−1.5% | Reduced |
| Duncan Williams Asset Management, LLC | 3,616 | $986.0K | 0.31% | +480+15.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 4,251 | $984.7K | 0.32% | −161−3.6% | Reduced |
| Cottage Street Advisors LLC | 3,608 | $983.8K | 0.51% | −343−8.7% | Reduced |
| New Insight Wealth Advisors | 3,607 | $983.6K | 0.40% | −122−3.3% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,607 | $983.6K | 0.13% | −911−20.2% | Reduced |
| Moseley Investment Management Inc | 3,602 | $982.3K | 0.34% | −63−1.7% | Reduced |
| Summit Global Investments | 3,597 | $981.0K | 0.06% | 00.0% | Unchanged |
| Romano Brothers and Company | 3,597 | $980.9K | 0.12% | −376−9.5% | Reduced |
| Sky Investment Group LLC | 3,595 | $980.3K | 0.17% | +65+1.8% | Added |
| Sym Financial Corp | 3,591 | $979.2K | 0.11% | −1,058−22.8% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 3,590 | $979.0K | 0.68% | +49+1.4% | Added |
| Sargent Investment Group, LLC | 3,917 | $976.0K | 0.13% | −285−6.8% | Reduced |
| Northstar Advisory Group, LLC | 3,578 | $975.7K | 0.48% | −6,428−64.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,571 | $975.3K | 0.09% | +860+31.7% | Added |
| Advisory Alpha, LLC | 3,571 | $974.0K | 0.03% | +843+30.9% | Added |
| Probity Advisors, Inc. | 3,568 | $973.0K | 0.17% | +224+6.7% | Added |
| Curated Wealth Partners LLC | 3,556 | $969.7K | 0.11% | +2,257+173.7% | Added |
| Soltis Investment Advisors LLC | 3,528 | $962.0K | 0.08% | +732+26.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,524 | $960.8K | 0.44% | −764−17.8% | Reduced |
| First National Bank | 3,507 | $956.3K | 0.55% | −142−3.9% | Reduced |
| Garden State Investment Advisory Services LLC | 3,495 | $956.1K | 0.26% | +135+4.0% | Added |
| Cascade Investment Group, Inc. | 3,493 | $952.5K | 0.67% | +190+5.8% | Added |
| Talon Private Wealth, LLC | 3,481 | $949.2K | 0.13% | +157+4.7% | Added |
| Kraematon Investment Advisors, Inc | 3,466 | $945.1K | 0.89% | +3+0.1% | Added |
| Roman Butler Fullerton & Co | 3,508 | $943.9K | 0.28% | +601+20.7% | Added |
| Nicholas Hoffman & Company, LLC. | 3,459 | $943.3K | 0.02% | +577+20.0% | Added |
| Hazlett, Burt & Watson, Inc. | 3,462 | $943.0K | 0.39% | +277+8.7% | Added |
| Icon Wealth Advisors, LLC | 3,457 | $942.7K | 0.07% | +255+8.0% | Added |
| Formidable Asset Management, LLC | 3,513 | $942.7K | 0.16% | 00.0% | Unchanged |
| Howland Capital Management LLC | 3,448 | $941.7K | 0.04% | −16−0.5% | Reduced |
| Staley Capital Advisers Inc | 3,443 | $938.9K | 0.04% | +100+3.0% | Added |
| Alliance Wealth Advisors, LLC | 3,441 | $938.4K | 0.23% | +909+35.9% | Added |
| Americana Partners, LLC | 3,425 | $934.0K | 0.03% | −14,516−80.9% | Reduced |
| BluePath Capital Management, LLC | 3,409 | $929.5K | 0.82% | +636+22.9% | Added |
| Everest Management Corp. | 3,407 | $929.1K | 0.67% | −490−12.6% | Reduced |
| Virtue Capital Management, LLC | 3,400 | $927.0K | 0.17% | +843+33.0% | Added |
| Payden & Rygel | 3,400 | $927.0K | 0.08% | −25,500−88.2% | Reduced |
| Kennebec Savings Bank | 3,388 | $923.9K | 0.91% | +190+5.9% | Added |
| Waldron Private Wealth LLC | 3,381 | $923.4K | 0.04% | −65−1.9% | Reduced |
| Mayflower Financial Advisors, LLC | 3,385 | $923.1K | 0.13% | −148−4.2% | Reduced |
| Crescent Sterling, Ltd. | 3,363 | $917.1K | 1.03% | +285+9.3% | Added |
| ARS Wealth Advisors Group, LLC | 3,362 | $916.7K | 0.11% | +290+9.4% | Added |
| Klingman & Associates, LLC | 3,354 | $914.6K | 0.05% | +356+11.9% | Added |
| Strategic Wealth Designers | 3,352 | $913.9K | 1.32% | +324+10.7% | Added |
| Nwam LLC | 3,529 | $912.8K | 0.05% | +3,529 | New |
| Eads & Heald Wealth Management | 3,342 | $911.0K | 0.45% | +232+7.5% | Added |
| Focus Financial Network, Inc. | 3,341 | $911.0K | 0.04% | +331+11.0% | Added |
| Monetary Management Group Inc | 3,340 | $910.8K | 0.22% | 00.0% | Unchanged |
| Nvest Financial, LLC | 3,331 | $908.3K | 0.47% | +618+22.8% | Added |
| TBH Global Asset Management, LLC | 3,321 | $905.5K | 0.19% | +8+0.2% | Added |
| Great Diamond Partners, LLC | 3,319 | $905.1K | 0.19% | +216+7.0% | Added |
| Westerkirk Capital Inc. | 3,318 | $904.8K | 0.11% | +3,318 | New |
| Aspire Growth Partners LLC | 3,316 | $904.2K | 0.74% | −153−4.4% | Reduced |
| First Citizens Bank & Trust Co | 3,315 | $904.0K | 0.02% | −1,197−26.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,306 | $901.5K | 0.17% | +60+1.8% | Added |
| Legacy Capital Group California, Inc. | 3,300 | $899.9K | 0.25% | +853+34.9% | Added |
| TFG Advisers LLC | 3,294 | $898.4K | 0.31% | +20+0.6% | Added |
| Root Financial Partners, LLC | 3,286 | $895.9K | 0.09% | +697+26.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,274 | $892.8K | 0.12% | +787+31.6% | Added |
| Cyr Financial Inc. | 3,273 | $892.6K | 0.69% | +511+18.5% | Added |
| Evelyn Partners Investment Management Services Ltd | 3,271 | $892.0K | 0.13% | −561−14.6% | Reduced |
| Fiduciary Family Office, LLC | 3,270 | $891.7K | 0.29% | −2,020−38.2% | Reduced |
| Aprio Wealth Management, LLC | 3,263 | $889.9K | 0.10% | −964−22.8% | Reduced |
| Roberts Capital Advisors, LLC | 3,262 | $889.5K | 0.66% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 3,262 | $889.5K | 0.63% | +62+1.9% | Added |
| Integrity Alliance, LLC. | 3,252 | $886.8K | 0.05% | −4,485−58.0% | Reduced |
| Trueblood Wealth Management, LLC | 3,246 | $885.1K | 0.37% | +21+0.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,245 | $884.9K | 0.10% | +3,245 | New |
| Meridian Investment Counsel Inc. | 3,230 | $880.8K | 0.24% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 3,230 | $880.8K | 0.78% | +69+2.2% | Added |