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 |
|---|---|---|---|---|---|
| JB Capital LLC | 1,554 | $423.7K | 0.02% | −2−0.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,555 | $422.8K | 0.24% | +244+18.6% | Added |
| Dougherty Wealth Advisers LLC | 1,549 | $422.4K | 0.28% | 00.0% | Unchanged |
| Balanced Rock Investment Advisor | 1,544 | $421.0K | 0.33% | −128−7.7% | Reduced |
| Cypress Point Wealth Management, LLC | 1,543 | $420.8K | 0.10% | 00.0% | Unchanged |
| CVFG LLC | 1,543 | $420.7K | 0.33% | +10+0.7% | Added |
| Patrick M Sweeney & Associates, Inc | 1,545 | $420.6K | 0.29% | +173+12.6% | Added |
| Berkeley Capital Partners, LLC | 1,540 | $419.9K | 0.11% | −51−3.2% | Reduced |
| Strategic Investment Advisors | 1,538 | $419.4K | 0.04% | −2,392−60.9% | Reduced |
| Grandfield & Dodd, LLC | 1,537 | $419.3K | 0.02% | +170+12.4% | Added |
| KWB Wealth | 1,560 | $418.8K | 0.05% | 00.0% | Unchanged |
| Brown Financial Advisors | 1,535 | $418.6K | 0.16% | −12−0.8% | Reduced |
| Pioneer Wealth Management Group | 1,535 | $418.6K | 0.16% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 1,533 | $418.1K | 0.20% | −201−11.6% | Reduced |
| Madison Park Capital Advisors, LLC | 1,530 | $417.2K | 0.35% | 00.0% | Unchanged |
| Spectrum Planning & Advisory Services Inc. | 1,530 | $417.1K | 0.27% | +1,530 | New |
| High Note Wealth, LLC | 1,525 | $415.9K | 0.10% | −1,222−44.5% | Reduced |
| RiverGlades Family Offices LLC | 1,525 | $415.9K | 0.27% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,789 | $414.4K | 0.07% | −138−7.2% | Reduced |
| Ridgewood Investments LLC | 1,514 | $412.9K | 0.18% | +259+20.6% | Added |
| 4WEALTH Advisors, Inc. | 1,509 | $411.4K | 0.43% | −8−0.5% | Reduced |
| Harbor Advisors LLC | 1,500 | $409.0K | 0.07% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 1,500 | $409.0K | 0.01% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 1,499 | $408.8K | 0.05% | −42−2.7% | Reduced |
| RD Lewis Holdings, Inc. | 1,691 | $407.3K | 0.41% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,494 | $407.3K | 0.04% | +232+18.4% | Added |
| DC Investments Management, LLC | 1,491 | $406.6K | 0.17% | 00.0% | Unchanged |
| Womack Financial LLC | 1,486 | $405.2K | 0.34% | +21+1.4% | Added |
| DLK Investment Management, LLC | 1,485 | $405.0K | 0.15% | +393+36.0% | Added |
| Beaton Management Co. Inc. | 1,485 | $405.0K | 0.20% | +100+7.2% | Added |
| American Capital Advisory, LLC | 1,485 | $404.9K | 0.20% | +1,100+285.7% | Added |
| Keystone Financial Group | 1,484 | $404.5K | 0.04% | −14−0.9% | Reduced |
| Hengehold Capital Management LLC | 1,483 | $404.4K | 0.04% | −684−31.6% | Reduced |
| Opes Wealth Management LLC | 1,480 | $403.6K | 0.07% | −15−1.0% | Reduced |
| Cobblestone Capital Advisors LLC | 1,471 | $401.2K | 0.02% | −73−4.7% | Reduced |
| McAdam, LLC | 1,466 | $399.7K | 0.02% | +718+96.0% | Added |
| Capstone Wealth Management Group LLC | 1,458 | $397.5K | 0.29% | +62+4.4% | Added |
| Fairvoy Private Wealth, LLC | 1,458 | $397.5K | 0.10% | −45−3.0% | Reduced |
| Muirfield Wealth Advisors LLC | 1,453 | $396.2K | 0.32% | −24−1.6% | Reduced |
| Bank of Stockton | 1,448 | $394.9K | 0.12% | +26+1.8% | Added |
| United Advisor Group, LLC | 1,448 | $394.9K | 0.07% | +356+32.6% | Added |
| CenterStar Asset Management, LLC | 1,447 | $394.7K | 0.49% | +1,447 | New |
| Paladin Advisory Group, LLC | 1,446 | $394.3K | 0.30% | 00.0% | Unchanged |
| Farrell Financial LLC | 1,445 | $394.0K | 0.26% | +1+0.1% | Added |
| GLOBALT Investments LLC | 1,442 | $393.2K | 0.02% | +123+9.3% | Added |
| Aspen Grove Capital, LLC | 1,438 | $392.9K | 0.07% | +423+41.7% | Added |
| Cardinal Point Capital Management, ULC | 1,440 | $392.7K | 0.03% | +1,440 | New |
| Hickory Asset Management, Inc. | 1,435 | $391.3K | 0.32% | +28+2.0% | Added |
| Sandy Cove Advisors, LLC | 1,435 | $391.2K | 0.14% | −104−6.8% | Reduced |
| Tempus Wealth Planning, LLC | 1,434 | $390.9K | 0.10% | +130+10.0% | Added |
| Manchester Capital Management LLC | 1,431 | $390.2K | 0.05% | +101+7.6% | Added |
| Moment Partners, LLC | 1,431 | $390.2K | 0.07% | −29−2.0% | Reduced |
| Enterprise Financial Services Corp | 1,430 | $389.9K | 0.21% | +241+20.3% | Added |
| Adirondack Trust Co | 1,428 | $389.4K | 0.14% | −4−0.3% | Reduced |
| Retirement Income Solutions, Inc | 1,423 | $388.0K | 0.07% | −73−4.9% | Reduced |
| Banco BTG Pactual S.A. | 1,423 | $388.0K | 0.08% | +301+26.8% | Added |
| Lifeworks Advisors, LLC | 1,420 | $387.1K | 0.06% | +40+2.9% | Added |
| Busey Wealth Management | 1,414 | $385.6K | 0.01% | +8+0.6% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 1,410 | $384.5K | 0.03% | +10+0.7% | Added |
| Sheets Smith Wealth Management | 1,409 | $384.2K | 0.04% | +60+4.4% | Added |
| Diversified Enterprises, LLC | 1,409 | $384.2K | 0.03% | −314−18.2% | Reduced |
| Cohen & Steers, Inc. | 1,400 | $382.0K | 0.00% | +316+29.2% | Added |
| Quarry LP | 1,400 | $381.8K | 0.09% | −1,107−44.2% | Reduced |
| TFC Financial Management | 1,396 | $380.7K | 0.05% | +6+0.4% | Added |
| Long Run Wealth Advisors, LLC | 1,393 | $379.7K | 0.08% | −403−22.4% | Reduced |
| First Financial Corp | 1,391 | $379.3K | 0.17% | −131−8.6% | Reduced |
| IFC Advisors LLC | 1,391 | $379.3K | 0.07% | −226−14.0% | Reduced |
| Empirical Asset Management, LLC | 1,379 | $375.9K | 0.12% | −1,886−57.8% | Reduced |
| Cambria Investment Management, L.P. | 1,378 | $375.8K | 0.03% | +1,378 | New |
| Abacus Planning Group, Inc. | 1,377 | $375.5K | 0.06% | +103+8.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,376 | $375.2K | 0.01% | −278−16.8% | Reduced |
| one8zero8, LLC | 1,372 | $374.1K | 0.09% | −376−21.5% | Reduced |
| Scissortail Wealth Management, LLC | 1,369 | $373.3K | 0.09% | +37+2.8% | Added |
| Sonata Capital Group Inc | 1,367 | $373.0K | 0.15% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,381 | $372.7K | 0.06% | −69−4.8% | Reduced |
| Beacon Financial Group | 1,367 | $372.6K | 0.04% | −159−10.4% | Reduced |
| Bull Oak Capital, LLC | 1,366 | $372.5K | 0.17% | −230−14.4% | Reduced |
| Morling Financial Advisors, LLC | 1,356 | $369.8K | 0.12% | −329−19.5% | Reduced |
| TigerOak Management, L.L.C. | 1,355 | $369.5K | 0.13% | −9−0.7% | Reduced |
| Bedel Financial Consulting, Inc. | 1,354 | $369.3K | 0.05% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 1,354 | $369.2K | 0.10% | −87−6.0% | Reduced |
| Chilton Investment Co LLC | 1,351 | $368.4K | 0.01% | +1,351 | New |
| Cassaday & Co Wealth Management LLC | 1,351 | $368.3K | 0.01% | +165+13.9% | Added |
| Mindset Wealth Management, LLC | 1,350 | $368.3K | 0.12% | −106−7.3% | Reduced |
| Evernest Financial Advisors, LLC | 1,348 | $367.6K | 0.12% | +242+21.9% | Added |
| Jackson Creek Investment Advisors LLC | 1,346 | $367.0K | 0.10% | −36−2.6% | Reduced |
| Fortress Wealth Group, LLC | 1,454 | $366.9K | 0.17% | +145+11.1% | Added |
| Rainier Family Wealth Inc | 1,345 | $366.8K | 0.37% | −494−26.9% | Reduced |
| Sterling Investment Counsel, LLC | 1,340 | $365.3K | 0.21% | −2,976−69.0% | Reduced |
| Alteri Wealth LLC | 1,337 | $364.7K | 0.14% | −156−10.4% | Reduced |
| Mechanics Bank Trust Department | 1,337 | $364.6K | 0.05% | −122−8.4% | Reduced |
| Truvestments Capital LLC | 1,332 | $363.1K | 0.07% | −106−7.4% | Reduced |
| Full Sail Capital, LLC | 1,331 | $362.9K | 0.02% | +397+42.5% | Added |
| Onyx Bridge Wealth Group LLC | 1,330 | $362.6K | 0.05% | +141+11.9% | Added |
| Marest Capital, LLC | 1,326 | $361.6K | 0.28% | +1,326 | New |
| Beacon Capital Management, LLC | 1,326 | $361.6K | 0.05% | −141−9.6% | Reduced |
| Mattern Wealth Management LLC | 1,325 | $361.4K | 0.08% | −310−19.0% | Reduced |
| KFA Private Wealth Group, LLC | 1,324 | $361.1K | 0.11% | +55+4.3% | Added |
| Gladius Capital Management LP | 1,321 | $360.2K | 0.56% | −2,398−64.5% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,319 | $359.7K | 0.09% | −291−18.1% | Reduced |