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 |
|---|---|---|---|---|---|
| Natural Investments, LLC | 2,177 | $593.0K | 0.15% | +394+22.1% | Added |
| BXM Wealth LLC | 2,172 | $592.3K | 0.70% | −90−4.0% | Reduced |
| Sierra Summit Advisors LLC | 2,170 | $591.7K | 0.11% | +12+0.6% | Added |
| Berbice Capital Management LLC | 2,170 | $591.7K | 0.41% | 00.0% | Unchanged |
| Carson Advisory Inc. | 2,169 | $591.5K | 0.38% | +22+1.0% | Added |
| Bank of Hawaii | 2,163 | $589.8K | 0.03% | −1,449−40.1% | Reduced |
| Nordwand Advisors, LLC | 2,158 | $588.5K | 0.09% | +2,158 | New |
| Harmony Asset Management LLC | 2,148 | $585.8K | 0.22% | −15−0.7% | Reduced |
| Berger Financial Group, Inc | 2,141 | $584.0K | 0.04% | −132−5.8% | Reduced |
| D'Orazio & Associates, Inc. | 2,140 | $583.4K | 0.08% | +52+2.5% | Added |
| Peterson Wealth Services | 2,135 | $582.2K | 0.16% | +4+0.2% | Added |
| Founders Financial Alliance, LLC | 2,134 | $582.0K | 0.13% | +326+18.0% | Added |
| TFB Advisors LLC | 2,133 | $581.6K | 0.15% | +14+0.7% | Added |
| Laffer Tengler Investments | 2,130 | $580.8K | 0.10% | +1,347+172.0% | Added |
| BIP Wealth, LLC | 2,128 | $580.3K | 0.04% | −24−1.1% | Reduced |
| Financial Enhancement Group LLC | 2,240 | $578.1K | 0.08% | −14−0.6% | Reduced |
| Vista Investment Management | 2,111 | $575.6K | 0.21% | −139−6.2% | Reduced |
| Fedenia Advisers LLC | 2,110 | $575.4K | 0.27% | −97−4.4% | Reduced |
| Revolve Wealth Partners, LLC | 2,106 | $574.3K | 0.08% | +160+8.2% | Added |
| Ferguson Wellman Capital Management, Inc | 2,104 | $573.7K | 0.01% | −1,588−43.0% | Reduced |
| SummitTX Capital, L.P. | 2,100 | $572.6K | 0.03% | +206+10.9% | Added |
| Consilio Wealth Advisors, LLC | 2,082 | $569.3K | 0.20% | +936+81.7% | Added |
| Apriem Advisors | 2,085 | $568.6K | 0.06% | +1,060+103.4% | Added |
| Vista Cima Wealth Management LLC | 2,081 | $567.5K | 0.53% | +54+2.7% | Added |
| J. W. Coons Advisors, LLC | 2,078 | $566.6K | 0.13% | +200+10.6% | Added |
| Liberty Wealth Management LLC | 2,076 | $566.1K | 0.09% | +2,076 | New |
| Persium Advisors, LLC | 2,074 | $565.6K | 0.47% | +121+6.2% | Added |
| Griffin Asset Management, Inc. | 2,068 | $563.9K | 0.07% | −897−30.3% | Reduced |
| Silver Coast Investments LLC | 2,067 | $563.7K | 0.20% | +139+7.2% | Added |
| Kathmere Capital Management, LLC | 2,061 | $562.0K | 0.04% | +868+72.8% | Added |
| Gabelli Funds LLC | 2,060 | $561.7K | 0.00% | −25−1.2% | Reduced |
| Latko Wealth Management, Ltd. | 2,059 | $561.0K | 0.32% | +54+2.7% | Added |
| LifeWealth Investments, LLC | 2,054 | $560.2K | 0.10% | +1,041+102.8% | Added |
| IVC Wealth Advisors LLC | 2,050 | $559.0K | 0.27% | −7−0.3% | Reduced |
| Winthrop Advisory Group LLC | 2,045 | $558.4K | 0.05% | +45+2.3% | Added |
| Seven Mile Advisory | 2,044 | $557.4K | 0.34% | −41−2.0% | Reduced |
| Rexford Capital Inc | 2,038 | $555.7K | 0.46% | +2,038 | New |
| Victory Financial Group, LLC | 2,030 | $553.6K | 0.09% | +199+10.9% | Added |
| Parisi Gray Wealth Management | 2,026 | $552.5K | 0.16% | −1,217−37.5% | Reduced |
| Perennial Advisors, LLC | 2,023 | $551.7K | 0.10% | −4−0.2% | Reduced |
| Roberts Glore & Co Inc | 2,022 | $551.4K | 0.16% | −30−1.5% | Reduced |
| Traveka Wealth, LLC | 2,021 | $551.0K | 0.29% | +114+6.0% | Added |
| Berry Wealth Group, LP | 2,019 | $550.6K | 0.39% | −534−20.9% | Reduced |
| Leuthold Group, LLC | 2,016 | $549.7K | 0.07% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,012 | $548.7K | 0.03% | −42−2.0% | Reduced |
| Centurion Wealth Management LLC | 2,011 | $548.5K | 0.16% | +218+12.2% | Added |
| Jeppson Wealth Management, LLC | 2,009 | $547.9K | 0.19% | +120+6.4% | Added |
| Blackhawk Capital Partners LLC. | 2,004 | $546.5K | 0.25% | +64+3.3% | Added |
| Capital Advantage, Inc. | 2,003 | $546.3K | 0.09% | −35−1.7% | Reduced |
| Advisor Resource Council | 2,003 | $546.2K | 0.27% | −12,340−86.0% | Reduced |
| Covenant Partners, LLC | 2,001 | $545.7K | 0.16% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 2,000 | $545.4K | 0.07% | 00.0% | Unchanged |
| Corient IA LLC | 2,000 | $545.4K | 0.32% | 00.0% | Unchanged |
| FF Advisors,LLC | 1,992 | $543.2K | 0.28% | +43+2.2% | Added |
| Poehling Capital Management, LLC | 1,989 | $542.4K | 0.13% | +75+3.9% | Added |
| Accel Wealth Management | 1,987 | $542.0K | 0.18% | −26−1.3% | Reduced |
| Synergy Financial Group, LTD | 1,987 | $541.8K | 0.40% | −138−6.5% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,981 | $540.2K | 0.10% | −37−1.8% | Reduced |
| New Republic Capital, LLC | 1,976 | $539.6K | 0.19% | +24+1.2% | Added |
| CoreCap Advisors, LLC | 1,977 | $539.3K | 0.02% | −3,228−62.0% | Reduced |
| Florida Financial Advisors, LLC | 1,978 | $539.2K | 0.18% | +256+14.9% | Added |
| Wisconsin Wealth Advisors, LLC | 1,974 | $538.4K | 0.62% | +140+7.6% | Added |
| Ewa, LLC | 1,973 | $538.0K | 0.17% | −131−6.2% | Reduced |
| Kensington Investment Counsel, LLC | 1,972 | $537.7K | 0.23% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,971 | $537.5K | 0.03% | −34−1.7% | Reduced |
| Greenfield Savings Bank | 1,967 | $536.4K | 0.24% | +334+20.5% | Added |
| W.H. Cornerstone Investments Inc. | 1,963 | $535.3K | 0.34% | −593−23.2% | Reduced |
| Oak Ridge Investments LLC | 1,960 | $534.5K | 0.04% | −2−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 1,948 | $531.2K | 0.29% | +20+1.0% | Added |
| Strive Asset Management, LLC | 1,947 | $530.9K | 0.32% | −1,283−39.7% | Reduced |
| Breakwater Capital Group | 1,946 | $530.7K | 0.09% | +20+1.0% | Added |
| Armis Advisers, LLC | 2,055 | $530.3K | 0.04% | +421+25.8% | Added |
| Western Pacific Wealth Management, LP | 1,942 | $529.6K | 0.51% | −154−7.3% | Reduced |
| Telos Capital Management, Inc. | 1,936 | $528.0K | 0.05% | +383+24.7% | Added |
| Rakuten Securities, Inc. | 1,936 | $527.9K | 0.21% | +767+65.6% | Added |
| Tyler-Stone Wealth Management | 1,935 | $527.7K | 0.08% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,932 | $527.4K | 0.05% | +1,225+173.3% | Added |
| Uniting Wealth Partners, LLC | 1,933 | $527.1K | 0.20% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,933 | $527.1K | 0.07% | +76+4.1% | Added |
| BOK Financial Private Wealth, Inc. | 1,928 | $526.5K | 0.04% | −2,862−59.7% | Reduced |
| Guardian Asset Advisors, LLC | 1,923 | $525.1K | 0.30% | +124+6.9% | Added |
| Delta Investment Management, LLC | 1,925 | $524.9K | 0.10% | −176−8.4% | Reduced |
| Pure Financial Advisors, Inc. | 1,920 | $523.7K | 0.01% | +87+4.7% | Added |
| Clarity Wealth Advisors, LLC | 1,920 | $523.6K | 0.13% | +160+9.1% | Added |
| Investors Research Corp | 1,919 | $523.4K | 0.10% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 1,914 | $522.7K | 0.26% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,915 | $522.2K | 0.11% | +365+23.5% | Added |
| Beacon Financial Advisory LLC | 1,908 | $520.3K | 0.13% | −274−12.6% | Reduced |
| Waddell & Associates, LLC | 1,907 | $519.9K | 0.06% | +419+28.2% | Added |
| Allstate Corp | 1,901 | $518.4K | 0.04% | −32,575−94.5% | Reduced |
| Advyzon Investment Management, LLC | 1,884 | $513.8K | 0.11% | +687+57.4% | Added |
| Semus Wealth Partners LLC | 1,884 | $513.6K | 0.33% | +27+1.5% | Added |
| Richardson Financial Services Inc. | 1,888 | $513.4K | 0.34% | +100+5.6% | Added |
| Brandywine Oak Private Wealth LLC | 1,881 | $512.9K | 0.05% | −2−0.1% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,870 | $509.9K | 0.10% | −38−2.0% | Reduced |
| Tennessee Valley Asset Management Partners | 1,858 | $506.6K | 0.13% | +52+2.9% | Added |
| Meritage Portfolio Management | 1,857 | $506.4K | 0.03% | −61−3.2% | Reduced |
| OneAscent Investment Solutions LLC | 1,854 | $506.0K | 0.54% | +20+1.1% | Added |
| Financial Life Planners | 1,854 | $505.6K | 0.41% | −48−2.5% | Reduced |
| Headinvest, LLC | 1,854 | $505.6K | 0.11% | −250−11.9% | Reduced |