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 |
|---|---|---|---|---|---|
| EdgeRock Capital LLC | 1,126 | $307.7K | 0.10% | +69+6.5% | Added |
| Forte Asset Management LLC | 1,125 | $307.2K | 0.16% | 00.0% | Unchanged |
| Alta Capital Management LLC | 1,120 | $305.4K | 0.02% | +1,120 | New |
| AllSquare Wealth Management LLC | 1,118 | $304.9K | 0.17% | −322−22.4% | Reduced |
| TCFG Wealth Management, LLC | 1,118 | $304.8K | 0.14% | 00.0% | Unchanged |
| KDT Advisors, LLC | 1,117 | $304.6K | 0.49% | +150+15.5% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,115 | $304.0K | 0.05% | +169+17.9% | Added |
| Variant Private Wealth, LLC | 1,113 | $303.6K | 0.32% | +1+0.1% | Added |
| Helium Advisors LLC | 1,113 | $303.5K | 0.19% | −14−1.2% | Reduced |
| GK Wealth Management LLC | 1,111 | $302.9K | 0.30% | +1,111 | New |
| Wealth Effects LLC | 1,110 | $302.7K | 0.11% | +55+5.2% | Added |
| SOA Wealth Advisors, LLC. | 1,109 | $302.4K | 0.06% | −138−11.1% | Reduced |
| Destination Wealth Management | 1,109 | $302.3K | 0.01% | −88−7.4% | Reduced |
| Sovereign Financial Group, Inc. | 1,104 | $301.0K | 0.06% | −147−11.8% | Reduced |
| Financial Partners Group, Inc | 1,103 | $300.7K | 0.04% | −23−2.0% | Reduced |
| Willner & Heller, LLC | 1,103 | $300.7K | 0.25% | +76+7.4% | Added |
| Gill Capital Partners, LLC | 1,101 | $300.3K | 0.10% | +197+21.8% | Added |
| NFP Retirement, Inc. | 1,100 | $300.0K | 0.02% | −11−1.0% | Reduced |
| Cornerstone Advisory, LLC | 1,100 | $300.0K | 0.03% | −43−3.8% | Reduced |
| Klingenstein Fields & Co LP | 1,097 | $299.1K | 0.01% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,116 | $298.6K | 0.08% | +31+2.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,094 | $298.4K | 0.13% | −50−4.4% | Reduced |
| Shoker Investment Counsel, Inc. | 1,093 | $298.1K | 0.09% | +2+0.2% | Added |
| Financial Insights, Inc. | 1,093 | $298.1K | 0.11% | −7−0.6% | Reduced |
| Mengis Capital Management, Inc. | 1,090 | $297.2K | 0.06% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 1,089 | $297.0K | 0.05% | +1,089 | New |
| Prasad Wealth Partners, LLC | 1,088 | $296.7K | 0.09% | +62+6.0% | Added |
| Fortitude Advisory Group L.L.C. | 1,087 | $296.4K | 0.17% | +60+5.8% | Added |
| Panoramic Capital Partners, LLC | 1,087 | $295.8K | 0.21% | −25−2.2% | Reduced |
| Farmers National Bank | 1,083 | $295.3K | 0.08% | +125+13.0% | Added |
| Ameriflex Group, Inc. | 1,091 | $295.3K | 0.16% | −712−39.5% | Reduced |
| Forza Wealth Management, LLC | 1,082 | $295.1K | 0.12% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,079 | $294.2K | 0.03% | +2+0.2% | Added |
| Rooted Wealth Advisors, Inc. | 1,134 | $292.7K | 0.10% | +267+30.8% | Added |
| Element Wealth, LLC | 1,071 | $291.9K | 0.13% | +21+2.0% | Added |
| Reuter James Wealth Management, LLC | 1,066 | $290.7K | 0.05% | −115−9.7% | Reduced |
| LBMC Investment Advisors, LLC | 1,066 | $290.7K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,065 | $290.5K | 0.04% | +169+18.9% | Added |
| Hoxton Planning & Management, LLC | 1,065 | $290.4K | 0.10% | +169+18.9% | Added |
| Momentous Wealth Management, Inc. | 1,064 | $290.1K | 0.19% | −2−0.2% | Reduced |
| SGL Investment Advisors, Inc. | 1,060 | $290.1K | 0.14% | +307+40.8% | Added |
| Abel Hall, LLC | 1,064 | $290.0K | 0.13% | +148+16.2% | Added |
| Acorns Advisers, LLC | 1,062 | $290.0K | 0.00% | +193+22.2% | Added |
| Kera Capital Partners, Inc. | 1,061 | $289.3K | 0.06% | +1,061 | New |
| Capital Asset Advisory Services LLC | 1,063 | $289.0K | 0.01% | +26+2.5% | Added |
| Northeast Investment Management | 1,059 | $288.8K | 0.01% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 1,055 | $288.1K | 0.07% | +1,055 | New |
| Colonial Trust Co | 1,055 | $287.7K | 0.04% | +61+6.1% | Added |
| Hudock, Inc. | 1,052 | $287.1K | 0.05% | +1,052 | New |
| Brio Consultants, LLC | 1,052 | $286.9K | 0.04% | +69+7.0% | Added |
| Canvas Wealth Advisors, LLC | 1,059 | $286.2K | 0.06% | −184−14.8% | Reduced |
| Rockland Trust Co | 1,049 | $286.1K | 0.01% | +1,049 | New |
| Motive Wealth Advisors | 1,048 | $285.8K | 0.13% | +89+9.3% | Added |
| Lion Street Advisors, LLC | 1,045 | $285.0K | 0.09% | +1,045 | New |
| MainStreet Investment Advisors LLC | 1,045 | $285.0K | 0.04% | +87+9.1% | Added |
| Collective Family Office LLC | 1,044 | $284.7K | 0.07% | +66+6.7% | Added |
| Gordian Capital Singapore Pte Ltd | 1,042 | $284.1K | 0.43% | −522−33.4% | Reduced |
| Rebalance, LLC | 1,042 | $284.1K | 0.02% | +1,042 | New |
| Lingohr & Partner Asset Management GmbH | 1,043 | $284.0K | 0.51% | −18,674−94.7% | Reduced |
| Kavar Capital Partners Group, LLC | 1,041 | $283.9K | 0.04% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 1,040 | $283.6K | 0.09% | +84+8.8% | Added |
| McLean Asset Management Corp | 1,048 | $282.1K | 0.07% | +52+5.2% | Added |
| Murphy & Mullick Capital Management Corp | 1,075 | $281.5K | 0.23% | +213+24.7% | Added |
| Coppell Advisory Solutions LLC | 1,027 | $280.8K | 0.03% | −246−19.3% | Reduced |
| Veracity Capital LLC | 1,030 | $280.7K | 0.10% | −128−11.1% | Reduced |
| Perbak Capital Partners LLP | 1,028 | $280.3K | 0.06% | +1,028 | New |
| Clifford Swan Investment Counsel LLC | 1,026 | $279.8K | 0.01% | +1+0.1% | Added |
| Frisch Financial Group, Inc. | 1,021 | $279.0K | 0.07% | +1+0.1% | Added |
| Archetype Wealth Partners | 1,024 | $279.0K | 0.04% | +38+3.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,023 | $278.2K | 0.13% | +1+0.1% | Added |
| Thompson Investment Management, Inc. | 1,020 | $278.1K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,018 | $277.6K | 0.04% | −92−8.3% | Reduced |
| Balanced Wealth Group LLC | 1,065 | $275.0K | 0.12% | +3+0.3% | Added |
| MRP Capital Investments, LLC | 1,006 | $274.3K | 0.19% | 00.0% | Unchanged |
| World Equity Group, Inc. | 1,006 | $274.3K | 0.07% | −35−3.4% | Reduced |
| United Asset Strategies, Inc. | 1,002 | $273.4K | 0.02% | −6,186−86.1% | Reduced |
| J.Safra Asset Management Corp | 1,002 | $273.1K | 0.02% | −169−14.4% | Reduced |
| Highview Capital Management LLC | 1,000 | $272.7K | 0.11% | 00.0% | Unchanged |
| Central Asset Investments & Management Holdings (HK) Ltd | 1,000 | $272.7K | 0.23% | +1,000 | New |
| Chokshi & Queen Wealth Advisors, Inc | 1,000 | $272.7K | 0.16% | +1,000 | New |
| Triumph Capital Management | 999 | $272.4K | 0.08% | −2,698−73.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 999 | $272.4K | 0.03% | −19−1.9% | Reduced |
| Cura Wealth Advisors, LLC | 998 | $272.1K | 0.13% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 997 | $271.8K | 0.05% | +14+1.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 996 | $271.6K | 0.18% | +996 | New |
| Madrona Financial Services, LLC | 995 | $271.3K | 0.07% | +25+2.6% | Added |
| Capital Planning Advisors, LLC | 989 | $269.7K | 0.04% | −85−7.9% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 989 | $269.6K | 0.09% | +42+4.4% | Added |
| Wambolt & Associates, LLC | 987 | $268.4K | 0.09% | +15+1.5% | Added |
| Howe & Rusling Inc | 981 | $267.6K | 0.02% | −55−5.3% | Reduced |
| Archer Investment Corp | 981 | $267.5K | 0.06% | +81+9.0% | Added |
| Greenberg Financial Group | 1,707 | $267.4K | 0.10% | +579+51.3% | Added |
| Highline Wealth Partners LLC | 980 | $267.3K | 0.08% | +9+0.9% | Added |
| One Wealth Capital Management, LLC | 980 | $267.3K | 0.13% | −59−5.7% | Reduced |
| Novem Group | 978 | $266.7K | 0.03% | −139−12.4% | Reduced |
| Cannon Wealth Management Services, LLC | 976 | $266.1K | 0.22% | −293−23.1% | Reduced |
| Advanced Asset Management Advisors Inc | 975 | $265.9K | 0.07% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 974 | $265.6K | 0.02% | −538−35.6% | Reduced |
| Aurora Private Wealth, Inc. | 973 | $265.0K | 0.20% | −3−0.3% | Reduced |
| Focused Wealth Management, Inc | 966 | $263.4K | 0.03% | −1,006−51.0% | Reduced |