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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 2,607 | $711.6K | 0.09% | +16+0.6% | Added |
| Mainsail Financial Group, LLC | 2,759 | $710.7K | 0.33% | +435+18.7% | Added |
| Onefund, LLC | 2,604 | $710.0K | 0.51% | −32−1.2% | Reduced |
| Clarendon Private LLC | 2,603 | $709.8K | 0.68% | +113+4.5% | Added |
| Sherbrooke Park Advisers LLC | 2,603 | $709.8K | 0.31% | +1,554+148.1% | Added |
| Saiph Capital, LLC | 2,602 | $709.7K | 0.28% | +531+25.6% | Added |
| Milestone Asset Management, LLC | 2,596 | $707.9K | 0.15% | +644+33.0% | Added |
| FineMark National Bank & Trust | 2,594 | $707.4K | 0.02% | +503+24.1% | Added |
| Westover Capital Advisors, LLC | 2,593 | $707.1K | 0.14% | −1,799−41.0% | Reduced |
| AdvisorNet Financial, Inc | 2,591 | $706.5K | 0.05% | −49−1.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,590 | $706.0K | 0.10% | +820+46.3% | Added |
| Versant Capital Management, Inc | 2,589 | $706.0K | 0.11% | +662+34.4% | Added |
| Chemung Canal Trust Co | 2,577 | $702.7K | 0.15% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 2,576 | $702.5K | 0.03% | −31,832−92.5% | Reduced |
| Citizens National Bank Trust Department | 2,575 | $702.2K | 0.14% | +633+32.6% | Added |
| Richard P Slaughter Associates Inc | 2,573 | $701.6K | 0.14% | +271+11.8% | Added |
| Arbor Capital Management Inc | 2,640 | $701.5K | 0.61% | +2,640 | New |
| City State Bank | 2,563 | $698.9K | 0.22% | +50+2.0% | Added |
| Austin Private Wealth, LLC | 2,562 | $698.6K | 0.06% | −469−15.5% | Reduced |
| Kozak & Associates, Inc. | 2,574 | $697.3K | 0.14% | +3+0.1% | Added |
| Legacy Private Trust Co. | 2,552 | $695.9K | 0.04% | −1,178−31.6% | Reduced |
| NWF Advisory Services Inc. | 2,540 | $692.7K | 0.08% | +480+23.3% | Added |
| Runnymede Capital Advisors, Inc. | 2,530 | $689.9K | 0.64% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 2,523 | $688.0K | 0.27% | −115−4.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,518 | $687.5K | 0.24% | +709+39.2% | Added |
| Atlantic Trust, LLC | 2,521 | $687.4K | 0.13% | +46+1.9% | Added |
| Gryphon Financial Partners LLC | 2,514 | $685.5K | 0.09% | −78−3.0% | Reduced |
| Fiduciary Alliance LLC | 2,509 | $684.2K | 0.05% | +2,509 | New |
| Windsor Capital Management, LLC | 2,507 | $683.6K | 0.20% | −6−0.2% | Reduced |
| Capital Investment Advisory Services, LLC | 2,496 | $680.5K | 0.06% | +63+2.6% | Added |
| Castle Rock Wealth Management, LLC | 2,579 | $680.2K | 0.16% | −2,143−45.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,489 | $678.9K | 0.00% | +68+2.8% | Added |
| Fortitude Family Office, LLC | 2,485 | $677.6K | 0.22% | −86−3.3% | Reduced |
| LVW Advisors, LLC | 2,484 | $677.4K | 0.08% | +87+3.6% | Added |
| Karani Asset Management LLC | 2,484 | $677.4K | 0.66% | +2,484 | New |
| Smithfield Trust Co | 2,489 | $677.0K | 0.03% | −390−13.5% | Reduced |
| GWN Securities Inc. | 2,470 | $674.2K | 0.13% | −17,015−87.3% | Reduced |
| Kuhn & Co Investment Counsel | 2,467 | $672.7K | 0.51% | 00.0% | Unchanged |
| King Wealth | 2,455 | $669.0K | 0.09% | +1,026+71.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,444 | $666.5K | 0.06% | +142+6.2% | Added |
| Waterway Wealth Management, LLC | 2,443 | $666.2K | 0.20% | +2,443 | New |
| Ables, Iannone, Moore & Associates, Inc. | 2,439 | $665.1K | 0.41% | −25−1.0% | Reduced |
| International Assets Investment Management, LLC | 2,436 | $664.2K | 0.05% | −1,081−30.7% | Reduced |
| Catalyst Private Wealth, LLC | 2,431 | $662.9K | 0.29% | −426−14.9% | Reduced |
| Colonial River Wealth Management, LLC | 2,508 | $661.9K | 0.28% | +988+65.0% | Added |
| Millstone Evans Group, LLC | 2,427 | $661.8K | 0.45% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,425 | $661.2K | 0.13% | +22+0.9% | Added |
| Scott Marsh Financial, LLC | 2,424 | $661.0K | 0.25% | +2,424 | New |
| Greenwich Wealth Management LLC | 2,409 | $657.0K | 0.03% | −57−2.3% | Reduced |
| Kapstone Financial Advisors LLC | 2,408 | $656.6K | 0.33% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 1,115 | $653.8K | 0.14% | +1,115 | New |
| Atlanta Consulting Group Advisors, LLC | 2,388 | $652.3K | 0.18% | −89−3.6% | Reduced |
| Bellecapital International Ltd. | 2,391 | $652.0K | 0.12% | −175−6.8% | Reduced |
| Drucker Wealth 3.0, LLC | 2,405 | $651.6K | 0.13% | −832−25.7% | Reduced |
| Twinbeech Capital LP | 2,383 | $649.8K | 0.01% | −5,807−70.9% | Reduced |
| WealthCollab, LLC | 2,377 | $648.2K | 0.36% | +31+1.3% | Added |
| Demars Financial Group, LLC | 2,363 | $644.3K | 0.25% | −572,907−99.6% | Reduced |
| LeClair Wealth Partners LLC | 2,358 | $643.0K | 0.44% | −239−9.2% | Reduced |
| Appleton Partners Inc | 2,355 | $642.0K | 0.05% | +59+2.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,353 | $641.8K | 0.08% | +283+13.7% | Added |
| Xcel Wealth Management, LLC | 2,350 | $640.8K | 0.18% | −25−1.1% | Reduced |
| Koss-Olinger Consulting, LLC | 2,331 | $635.6K | 0.05% | −12−0.5% | Reduced |
| 17 Capital Partners, LLC | 2,321 | $632.9K | 0.37% | +44+1.9% | Added |
| Baxter Bros Inc | 2,314 | $631.0K | 0.08% | −188−7.5% | Reduced |
| Hartford Funds Management Co LLC | 2,307 | $629.5K | 0.05% | −357−13.4% | Reduced |
| Cascades Capital Asset Management, LLC | 2,303 | $628.0K | 0.32% | 00.0% | Unchanged |
| Parkside Advisors LLC | 2,299 | $627.9K | 0.14% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,301 | $627.6K | 0.06% | +229+11.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,296 | $627.0K | 0.01% | −9−0.4% | Reduced |
| Dunhill Financial, LLC | 2,297 | $626.4K | 0.18% | −70−3.0% | Reduced |
| Elevated Capital Advisors, LLC | 2,334 | $626.4K | 0.18% | 00.0% | Unchanged |
| Cornerstone Select Advisors, LLC | 2,297 | $626.4K | 0.55% | +35+1.5% | Added |
| Patron Partners Advisors, LLC | 2,294 | $625.6K | 0.31% | +99+4.5% | Added |
| Leavell Investment Management, Inc. | 2,287 | $624.8K | 0.03% | −607−21.0% | Reduced |
| Farringdon Capital, Ltd. | 2,288 | $623.9K | 0.21% | +2,288 | New |
| Cim Investment Mangement Inc | 2,281 | $622.0K | 0.12% | −9−0.4% | Reduced |
| IFG Advisory, LLC | 2,279 | $621.5K | 0.03% | +14+0.6% | Added |
| Verdence Capital Advisors LLC | 2,275 | $620.4K | 0.04% | +57+2.6% | Added |
| RAM Investment Partners, LLC | 2,272 | $619.5K | 0.13% | +53+2.4% | Added |
| Aries Wealth Management | 2,266 | $617.9K | 0.16% | +526+30.2% | Added |
| Walkner Condon Financial Advisors LLC | 2,266 | $617.8K | 0.11% | +66+3.0% | Added |
| BankPlus Wealth Management LLC | 2,264 | $617.4K | 0.41% | +42+1.9% | Added |
| SFM, LLC | 2,255 | $615.0K | 0.39% | +56+2.5% | Added |
| McHugh Group, LLC | 2,250 | $613.6K | 0.41% | 00.0% | Unchanged |
| Sunpointe, LLC | 2,237 | $611.1K | 0.24% | +724+47.9% | Added |
| Bingham Private Wealth, LLC | 2,237 | $610.0K | 0.58% | −47−2.1% | Reduced |
| Coign Capital Advisors LLC | 2,231 | $608.4K | 0.41% | +48+2.2% | Added |
| Fort Sheridan Advisors LLC | 2,230 | $608.1K | 0.09% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 2,228 | $607.8K | 0.39% | +247+12.5% | Added |
| Avidian Wealth Solutions, LLC | 2,225 | $606.7K | 0.02% | −63−2.8% | Reduced |
| Redwood Financial Network Corp | 2,218 | $604.8K | 0.41% | +133+6.4% | Added |
| IFG Advisors, LLC | 2,216 | $604.3K | 0.10% | +501+29.2% | Added |
| Mach-1 Financial Group, Inc. | 2,212 | $603.2K | 0.18% | +2,212 | New |
| Financial Advisory Corp | 2,206 | $602.0K | 0.18% | +984+80.5% | Added |
| WBH Advisory Inc | 2,206 | $601.6K | 0.05% | +24+1.1% | Added |
| Crumly & Associates Inc. | 2,189 | $596.9K | 0.15% | −39−1.8% | Reduced |
| Carrera Capital Advisors | 2,182 | $595.8K | 0.12% | +1,365+167.1% | Added |
| Addison Advisors LLC | 2,181 | $594.7K | 0.15% | +115+5.6% | Added |
| Creative Financial Designs Inc | 2,180 | $594.4K | 0.04% | +219+11.2% | Added |
| Wilson & Boucher Capital Management, LLC | 2,175 | $593.1K | 0.41% | 00.0% | Unchanged |