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 |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 1,318 | $359.4K | 0.08% | +1,318 | New |
| Stonebridge Financial Planning Group, LLC | 1,318 | $359.4K | 0.15% | −271−17.1% | Reduced |
| Consolidated Capital Management, LLC | 1,316 | $358.9K | 0.13% | +9+0.7% | Added |
| Copley Financial Group, Inc. | 1,315 | $358.6K | 0.27% | −108−7.6% | Reduced |
| Tradition Wealth Management, LLC | 1,308 | $356.7K | 0.03% | −68−4.9% | Reduced |
| Yoder Wealth Management, Inc. | 1,307 | $356.4K | 0.19% | +77+6.3% | Added |
| PharVision Advisers, LLC | 1,305 | $355.9K | 0.51% | +1,305 | New |
| Peoples Bank | 1,304 | $355.6K | 0.24% | −20−1.5% | Reduced |
| Opal Wealth Advisors, LLC | 1,302 | $355.1K | 0.10% | +135+11.6% | Added |
| Fosun International Ltd | 1,302 | $355.0K | 0.11% | +1,302 | New |
| Gradient Capital Advisors, LLC | 1,298 | $354.1K | 0.10% | +17+1.3% | Added |
| Bestgate Wealth Advisors, LLC | 1,319 | $354.0K | 0.73% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,298 | $354.0K | 0.22% | +113+9.5% | Added |
| Accredited Investors Inc. | 1,296 | $353.4K | 0.02% | +93+7.7% | Added |
| Beck Bode, LLC | 1,292 | $352.3K | 0.06% | −276−17.6% | Reduced |
| MJP Associates Inc | 1,292 | $352.3K | 0.05% | −147−10.2% | Reduced |
| Balboa Wealth Partners | 1,286 | $350.7K | 0.07% | −199−13.4% | Reduced |
| Delap Wealth Advisory, LLC | 1,285 | $350.4K | 0.17% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,285 | $350.4K | 0.14% | +55+4.5% | Added |
| GSG Advisors LLC | 1,284 | $350.2K | 0.10% | +106+9.0% | Added |
| Intellectus Partners, LLC | 1,281 | $350.0K | 0.08% | 00.0% | Unchanged |
| Mendel Money Management | 1,279 | $348.8K | 0.15% | +167+15.0% | Added |
| Five Oceans Advisors | 1,278 | $348.5K | 0.15% | +21+1.7% | Added |
| Essential Partners LLC | 1,276 | $348.0K | 0.14% | +1,276 | New |
| Capital Squared Financial LLC | 1,275 | $347.6K | 0.41% | +1,275 | New |
| White Knight Strategic Wealth Advisors, LLC | 1,274 | $347.4K | 0.30% | +8+0.6% | Added |
| Family Legacy Financial Solutions, LLC | 1,272 | $347.0K | 0.29% | +1,272 | New |
| Broadway Wealth Solutions, Inc. | 1,268 | $345.9K | 0.22% | +73+6.1% | Added |
| Sitrin Capital Management LLC | 1,266 | $345.8K | 0.18% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 1,267 | $345.5K | 0.09% | −126−9.0% | Reduced |
| Signal Advisors Wealth, LLC | 1,262 | $344.2K | 0.03% | +349+38.2% | Added |
| McDaniel Terry & Co | 1,258 | $343.1K | 0.03% | −1,162−48.0% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,257 | $342.8K | 0.32% | +30+2.4% | Added |
| Regal Investment Advisors LLC | 1,254 | $341.9K | 0.03% | +1,254 | New |
| Journey Advisory Group, LLC | 1,252 | $341.4K | 0.03% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 1,249 | $341.1K | 0.10% | 00.0% | Unchanged |
| Inman Jager Wealth Management, LLC | 1,250 | $340.9K | 0.23% | +10+0.8% | Added |
| Adapt Wealth Advisors, LLC | 1,248 | $340.3K | 0.15% | +10+0.8% | Added |
| Wetzel Investment Advisors, Inc. | 1,245 | $340.0K | 0.16% | −83−6.3% | Reduced |
| GFS Advisors, LLC | 1,244 | $339.0K | 0.05% | +75+6.4% | Added |
| Ransom Advisory, Ltd | 1,243 | $339.0K | 0.16% | −125−9.1% | Reduced |
| Wealth Architects, LLC | 1,242 | $338.7K | 0.03% | +30+2.5% | Added |
| Resurgent Financial Advisors LLC | 1,232 | $336.0K | 0.18% | −6−0.5% | Reduced |
| Financial Management Network Inc | 1,234 | $335.9K | 0.06% | +1,234 | New |
| First Heartland Consultants, Inc. | 1,230 | $335.5K | 0.03% | −16−1.3% | Reduced |
| Fermata Advisors, LLC | 1,230 | $335.5K | 0.09% | −969−44.1% | Reduced |
| Prosperity Financial Group, Inc. | 1,228 | $334.7K | 0.14% | +46+3.9% | Added |
| Dynamic Wealth Strategies, LLC | 1,226 | $334.3K | 0.24% | −25−2.0% | Reduced |
| Convergence Investment Partners, LLC | 1,223 | $333.6K | 0.08% | −69−5.3% | Reduced |
| Rothschild Capital Partners, LLC | 1,220 | $332.7K | 0.09% | 00.0% | Unchanged |
| Westmount Partners, LLC | 1,216 | $331.6K | 0.09% | −101−7.7% | Reduced |
| Facet Wealth, Inc. | 1,282 | $331.2K | 0.01% | −102−7.4% | Reduced |
| JGP Wealth Management, LLC | 1,213 | $330.8K | 0.04% | −75−5.8% | Reduced |
| Powers Advisory Group, LLC | 1,212 | $330.5K | 0.15% | −51−4.0% | Reduced |
| Woodward Diversified Capital, LLC | 1,210 | $330.0K | 0.17% | +365+43.2% | Added |
| Libra Wealth LLC | 1,208 | $329.4K | 0.11% | −15−1.2% | Reduced |
| Calton & Associates, Inc. | 1,207 | $329.2K | 0.06% | +39+3.3% | Added |
| First National Bank Sioux Falls | 1,207 | $329.1K | 0.12% | +7+0.6% | Added |
| Pinnacle West Asset Management, Inc. | 1,205 | $329.0K | 0.23% | +55+4.8% | Added |
| LRI Investments, LLC | 24,413 | $328.9K | 0.03% | −378−1.5% | Reduced |
| Hohimer Wealth Management, LLC | 1,204 | $328.3K | 0.06% | +63+5.5% | Added |
| D.B. Root & Company, LLC | 1,201 | $327.5K | 0.10% | +1,201 | New |
| Bowen Hanes & Co Inc | 1,200 | $327.2K | 0.01% | −5,325−81.6% | Reduced |
| National Wealth Management Group, LLC | 1,198 | $326.7K | 0.18% | +1,198 | New |
| JBR Co Financial Management Inc | 1,197 | $326.4K | 0.16% | −25−2.0% | Reduced |
| Clifford Group, LLC | 1,196 | $326.1K | 0.27% | +196+19.6% | Added |
| Oarsman Capital, Inc. | 1,192 | $325.2K | 0.05% | +169+16.5% | Added |
| M1 Capital Management LLC | 1,191 | $324.8K | 0.16% | +110+10.2% | Added |
| Green Harvest Asset Management LLC | 1,189 | $324.3K | 0.01% | −463−28.0% | Reduced |
| Center For Asset Management LLC | 964 | $323.7K | 0.20% | +39+4.2% | Added |
| Leigh Baldwin & Co., LLC | 1,185 | $323.2K | 0.21% | −85−6.7% | Reduced |
| Spirepoint Private Client, LLC | 1,185 | $323.2K | 0.04% | −55−4.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,185 | $323.1K | 0.07% | +41+3.6% | Added |
| CRA Financial Services, LLC | 1,183 | $322.5K | 0.05% | +28+2.4% | Added |
| Somerset Trust Co | 1,182 | $322.3K | 0.11% | +165+16.2% | Added |
| Allen Capital Group, LLC | 1,181 | $322.0K | 0.03% | −340−22.4% | Reduced |
| First American Trust, FSB | 1,180 | $321.7K | 0.03% | +91+8.4% | Added |
| Three Bridge Wealth Advisors, LLC | 1,178 | $321.5K | 0.08% | +1,178 | New |
| First Community Trust NA | 1,175 | $320.4K | 0.26% | +435+58.8% | Added |
| Counterpoint Mutual Funds LLC | 1,172 | $319.6K | 0.03% | +1,172 | New |
| Foster Group, Inc. | 1,168 | $318.5K | 0.01% | −5−0.4% | Reduced |
| Werlinich Asset Management, LLC | 1,168 | $318.5K | 0.17% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 1,166 | $318.0K | 0.07% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,163 | $317.1K | 0.02% | +211+22.2% | Added |
| Saxon Interests, Inc. | 1,181 | $316.9K | 0.15% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 1,158 | $315.8K | 0.66% | −30−2.5% | Reduced |
| Kames Capital plc | 1,158 | $315.7K | 0.00% | +149+14.8% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,156 | $315.2K | 0.11% | 00.0% | Unchanged |
| Kingsman Wealth Management, Inc. | 1,156 | $315.1K | 0.20% | −387−25.1% | Reduced |
| Everett Harris & Co | 1,155 | $315.0K | 0.00% | +15+1.3% | Added |
| May Hill Capital, LLC | 1,154 | $314.7K | 0.10% | +19+1.7% | Added |
| Granite Harbor Advisors, Inc. | 1,153 | $314.4K | 0.15% | +119+11.5% | Added |
| Dohj, LLC | 1,250 | $313.2K | 0.09% | −3,511−73.7% | Reduced |
| Sage Advisors, LLC | 1,146 | $312.5K | 0.22% | −190−14.2% | Reduced |
| Traynor Capital Management, Inc. | 1,143 | $310.9K | 0.02% | −415−26.6% | Reduced |
| Sigma Investment Counselors Inc | 1,139 | $310.5K | 0.02% | +70+6.5% | Added |
| Fortress Private Ledger, LLC | 1,132 | $308.6K | 0.14% | +1,132 | New |
| Chaney Capital Management, Inc. | 1,130 | $308.1K | 0.12% | −113−9.1% | Reduced |
| New Wave Wealth Advisors LLC | 1,129 | $307.9K | 0.13% | −131−10.4% | Reduced |
| WMG Financial Advisors, LLC | 1,129 | $307.9K | 0.11% | +9+0.8% | Added |