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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Schnieders Capital Management LLC | 1,854 | $505.6K | 0.09% | +1,007+118.9% | Added |
| Auxano Advisors, LLC | 1,853 | $505.3K | 0.12% | +1,030+125.2% | Added |
| American National Bank | 1,847 | $503.7K | 0.05% | +37+2.0% | Added |
| Williams Jones Wealth Management, LLC. | 1,846 | $503.4K | 0.01% | −698−27.4% | Reduced |
| Jackson Square Capital, LLC | 1,841 | $502.0K | 0.11% | +1,088+144.5% | Added |
| Impact Capital Partners LLC | 1,818 | $495.8K | 0.16% | +88+5.1% | Added |
| Smith Anglin Financial, LLC | 1,816 | $495.2K | 0.04% | +147+8.8% | Added |
| Golden State Wealth Management, LLC | 1,809 | $493.4K | 0.06% | −122−6.3% | Reduced |
| Pacific Sage Partners, LLC | 1,804 | $492.0K | 0.10% | +31+1.7% | Added |
| Apexium Financial, LP | 1,802 | $491.3K | 0.03% | +9+0.5% | Added |
| American State Bank (Iowa) | 1,798 | $490.3K | 0.27% | +241+15.5% | Added |
| H&H Retirement Design & Management INC | 1,867 | $489.6K | 0.27% | +27+1.5% | Added |
| FSB Premier Wealth Management, Inc. | 1,794 | $489.3K | 0.17% | +187+11.6% | Added |
| Ignite Planners, LLC | 1,864 | $489.1K | 0.09% | +13+0.7% | Added |
| Everpar Advisors LLC | 1,793 | $488.9K | 0.22% | −197−9.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,790 | $488.1K | 0.15% | −1−0.1% | Reduced |
| Pines Wealth Management, LLC | 1,793 | $488.0K | 0.17% | −374−17.3% | Reduced |
| Maridea Wealth Management LLC | 1,787 | $487.3K | 0.13% | +1,020+133.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,782 | $486.8K | 0.18% | −187−9.5% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 1,784 | $486.4K | 0.15% | −307−14.7% | Reduced |
| OneAscent Wealth Management LLC | 1,781 | $486.0K | 0.18% | +170+10.6% | Added |
| Flynn Zito Capital Management, LLC | 1,782 | $485.9K | 0.20% | −549−23.6% | Reduced |
| Summa Corp. | 1,780 | $485.4K | 0.25% | +1,780 | New |
| Ramiah Investment Group | 1,779 | $485.1K | 0.52% | +101+6.0% | Added |
| QTR Family Wealth, LLC | 1,775 | $484.0K | 0.30% | +812+84.3% | Added |
| Tyche Wealth Partners LLC | 1,770 | $482.8K | 0.10% | −137−7.2% | Reduced |
| Global Trust Asset Management, LLC | 1,766 | $482.1K | 0.26% | −233−11.7% | Reduced |
| CVA Family Office, LLC | 1,764 | $481.0K | 0.07% | −121−6.4% | Reduced |
| Bigelow Investment Advisors, LLC | 1,759 | $479.7K | 0.21% | +99+6.0% | Added |
| Jacobsen Capital Management | 1,757 | $479.1K | 0.18% | +59+3.5% | Added |
| Wayfinding Financial, LLC | 1,890 | $477.0K | 0.21% | −70−3.6% | Reduced |
| McDonald Partners LLC | 1,745 | $476.8K | 0.11% | +103+6.3% | Added |
| Inscription Capital, LLC | 1,746 | $476.2K | 0.07% | −807−31.6% | Reduced |
| Waypoint Wealth Partners Inc. | 1,745 | $475.8K | 0.12% | −100−5.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 1,738 | $473.9K | 0.10% | +1,738 | New |
| Real Talk Capital, LLC | 1,737 | $473.8K | 0.57% | −14−0.8% | Reduced |
| JSF Financial, LLC | 1,735 | $473.2K | 0.11% | +158+10.0% | Added |
| Titleist Asset Management, LLC | 1,734 | $473.0K | 0.05% | +891+105.7% | Added |
| Pettee Investors, Inc. | 1,734 | $472.8K | 0.28% | +544+45.7% | Added |
| LJI Wealth Management, LLC | 1,731 | $472.0K | 0.08% | +3+0.2% | Added |
| Holistic Planning, LLC | 1,731 | $472.0K | 0.14% | +746+75.7% | Added |
| Arcataur Capital Management LLC | 1,727 | $470.9K | 0.15% | +12+0.7% | Added |
| Northern Financial Advisors Inc | 1,726 | $470.7K | 0.35% | −106−5.8% | Reduced |
| Epiq Partners, LLC | 1,722 | $469.6K | 0.24% | −111−6.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,716 | $468.0K | 0.09% | +39+2.3% | Added |
| Waters Parkerson & Co., LLC | 1,715 | $467.7K | 0.02% | −61−3.4% | Reduced |
| Legacy Edge Advisors, LLC | 1,715 | $467.7K | 0.06% | +43+2.6% | Added |
| Encompass Wealth Advisors, LLC | 1,715 | $467.5K | 0.17% | +4+0.2% | Added |
| Smith Thornton Advisors LLC | 1,714 | $467.4K | 0.27% | +159+10.2% | Added |
| Gries Financial LLC | 1,713 | $467.1K | 0.08% | +77+4.7% | Added |
| Apollon Financial, LLC | 1,709 | $466.2K | 0.10% | −571−25.0% | Reduced |
| Andina Capital Management, LLC | 1,709 | $466.0K | 0.33% | +135+8.6% | Added |
| Corps Capital Advisors, LLC | 1,707 | $465.6K | 0.75% | +39+2.3% | Added |
| Jag Capital Management, LLC | 1,704 | $464.7K | 0.05% | −27,792−94.2% | Reduced |
| TFR Capital, LLC. | 1,691 | $461.1K | 0.17% | +196+13.1% | Added |
| Stokes Family Office, LLC | 1,691 | $461.1K | 0.05% | +1+0.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,690 | $460.8K | 0.31% | 00.0% | Unchanged |
| V2 Financial group LLC | 1,689 | $460.6K | 0.28% | +61+3.7% | Added |
| RiverFront Investment Group, LLC | 1,687 | $460.0K | 0.01% | +777+85.4% | Added |
| HCR Wealth Advisors | 1,681 | $458.4K | 0.05% | −10−0.6% | Reduced |
| Beaumont Financial Advisors, LLC | 1,681 | $458.3K | 0.03% | −735−30.4% | Reduced |
| MBL Wealth, LLC | 1,680 | $458.1K | 0.04% | −1,200−41.7% | Reduced |
| SlateStone Wealth, LLC | 1,668 | $455.0K | 0.04% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,668 | $454.8K | 0.01% | +5+0.3% | Added |
| Triad Wealth Partners, LLC | 1,667 | $454.6K | 0.09% | −48−2.8% | Reduced |
| Aspire Capital Advisors LLC | 1,666 | $454.3K | 0.13% | −149−8.2% | Reduced |
| Brass Tax Wealth Management, Inc | 1,661 | $452.8K | 0.09% | +31+1.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,658 | $452.2K | 0.06% | −169−9.3% | Reduced |
| Oxford Financial Group Ltd | 1,658 | $452.2K | 0.03% | −145−8.0% | Reduced |
| Main Street Financial Solutions, LLC | 1,655 | $451.4K | 0.03% | +767+86.4% | Added |
| Main Street Research LLC | 1,652 | $451.2K | 0.03% | −5,066−75.4% | Reduced |
| Smith Group Asset Management, LLC | 1,650 | $449.9K | 0.03% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 1,645 | $448.6K | 0.01% | +13+0.8% | Added |
| South Plains Financial, Inc. | 1,643 | $448.0K | 0.32% | +404+32.6% | Added |
| Smith, Moore & Co. | 1,641 | $447.4K | 0.04% | −267−14.0% | Reduced |
| Olistico Wealth, LLC | 1,637 | $446.4K | 0.25% | +15+0.9% | Added |
| Pinnacle Bancorp, Inc. | 1,634 | $445.6K | 0.14% | +25+1.6% | Added |
| Avenue 1 Advisors, LLC | 1,633 | $445.3K | 0.15% | −29−1.7% | Reduced |
| Benin Management CORP | 1,627 | $443.7K | 0.12% | +1,627 | New |
| ASB Consultores, LLC | 1,616 | $440.7K | 0.29% | +76+4.9% | Added |
| Kennedy Investment Group | 1,608 | $438.6K | 0.19% | +52+3.3% | Added |
| Seeds Investor LLC | 1,606 | $438.1K | 0.10% | −246−13.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,604 | $437.4K | 0.10% | +148+10.2% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,602 | $436.9K | 0.12% | +2+0.1% | Added |
| Claret Asset Management Corp | 1,597 | $436.0K | 0.06% | – | – |
| Cypress Capital, LLC | 1,595 | $435.0K | 0.13% | +439+38.0% | Added |
| Lionshead Wealth Management, LLC | 1,589 | $434.0K | 0.40% | −24−1.5% | Reduced |
| Westwood Wealth Management | 1,590 | $433.6K | 0.15% | −1,562−49.6% | Reduced |
| BKD Wealth Advisors, LLC | 1,590 | $433.4K | 0.01% | +185+13.2% | Added |
| Canton Hathaway, LLC | 1,588 | $433.0K | 0.09% | 00.0% | Unchanged |
| Welch Group, LLC | 1,582 | $431.4K | 0.02% | −48−2.9% | Reduced |
| American Alpha Advisors, LLC | 1,580 | $430.9K | 0.35% | +68+4.5% | Added |
| Wakefield Asset Management LLLP | 1,575 | $429.5K | 0.12% | 00.0% | Unchanged |
| Belmont Capital, LLC | 1,570 | $428.1K | 0.07% | −5,000−76.1% | Reduced |
| Sentinus, LLC | 1,568 | $427.7K | 0.10% | −135−7.9% | Reduced |
| Rossby Financial, LCC | 1,567 | $427.3K | 0.16% | +957+156.9% | Added |
| Reliant Investment Partners, LLC | 1,565 | $426.8K | 0.37% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 1,562 | $425.9K | 0.38% | +345+28.3% | Added |
| KC Investment Advisors, LLC | 1,561 | $425.7K | 0.15% | +181+13.1% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 1,555 | $424.0K | 0.55% | −23−1.5% | Reduced |