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 |
|---|---|---|---|---|---|
| Oak Hill Wealth Advisors, LLC | 962 | $263.3K | 0.05% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 965 | $263.1K | 0.16% | +7+0.7% | Added |
| Pingora Partners LLC | 965 | $263.1K | 0.20% | +840+672.0% | Added |
| Weinberger Asset Management, Inc | 963 | $262.6K | 0.10% | +963 | New |
| Elgethun Capital Management | 961 | $262.0K | 0.05% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 959 | $261.5K | 0.21% | +959 | New |
| Fullerton Fund Management Co Ltd. | 957 | $261.0K | 0.01% | −665−41.0% | Reduced |
| Wallace Advisory Group, LLC | 972 | $260.8K | 0.19% | +2+0.2% | Added |
| Somerset Group LLC | 955 | $260.4K | 0.22% | −5−0.5% | Reduced |
| Amussen Hunsaker Associates LLC | 950 | $259.5K | 0.03% | −759−44.4% | Reduced |
| Opinicus Capital, Inc. | 950 | $259.0K | 0.20% | +950 | New |
| RWM Asset Management, LLC | 947 | $258.2K | 0.03% | −10,674−91.9% | Reduced |
| Figure 8 Investment Strategies LLC | 945 | $257.7K | 0.25% | −6−0.6% | Reduced |
| Winslow Capital Management, LLC | 944 | $257.4K | 0.00% | −724,107−99.9% | Reduced |
| Garner Asset Management Corp | 944 | $257.4K | 0.12% | 00.0% | Unchanged |
| Next Capital Management LLC | 943 | $257.1K | 0.10% | +943 | New |
| Retirement Solution Inc. | 939 | $256.2K | 0.07% | −72−7.1% | Reduced |
| Lattice Capital Management, LLC | 938 | $255.8K | 0.28% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 937 | $255.4K | 0.35% | +1+0.1% | Added |
| Signature Wealth Management Partners, LLC | 936 | $255.2K | 0.15% | 00.0% | Unchanged |
| Balentine LLC | 936 | $255.2K | 0.01% | +936 | New |
| AlphaStar Capital Management, LLC | 931 | $253.9K | 0.02% | −6,295−87.1% | Reduced |
| Fiera Capital Corp | 931 | $253.9K | 0.00% | 00.0% | Unchanged |
| May Barnhard Investments LLC | 928 | $253.1K | 0.12% | 00.0% | Unchanged |
| Insight Advisors, LLC | 926 | $252.6K | 0.04% | −86−8.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 926 | $252.5K | 0.07% | +240+35.0% | Added |
| Carbahal Olsen Financial Services Group, LLC | 925 | $252.3K | 0.22% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 923 | $251.7K | 0.01% | +343+59.1% | Added |
| Evanson Asset Management, LLC | 921 | $251.1K | 0.02% | +101+12.3% | Added |
| Trust Co of Oklahoma | 919 | $250.6K | 0.08% | +919 | New |
| McAlister, Sweet & Associates, Inc. | 917 | $250.1K | 0.22% | −113−11.0% | Reduced |
| North Berkeley Wealth Management, LLC | 917 | $249.9K | 0.23% | +917 | New |
| MBB Public Markets I LLC | 916 | $249.8K | 0.03% | −210−18.7% | Reduced |
| ZWJ Investment Counsel Inc | 916 | $249.7K | 0.01% | −45−4.7% | Reduced |
| BTG Pactual Asset Management US LLC | 912 | $248.7K | 0.03% | −791−46.4% | Reduced |
| Yarger Wealth Strategies, LLC | 911 | $248.4K | 0.13% | +911 | New |
| Tactive Advisors, LLC | 908 | $247.6K | 0.08% | +908 | New |
| Catalyst Capital Advisors LLC | 907 | $247.3K | 0.00% | −146−13.9% | Reduced |
| Postrock Partners LLC | 904 | $246.5K | 0.12% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 902 | $246.4K | 0.14% | −128−12.4% | Reduced |
| Armstrong, Fleming & Moore, Inc | 901 | $245.7K | 0.13% | +901 | New |
| Vawter Financial, Ltd. | 900 | $245.4K | 2.77% | −26−2.8% | Reduced |
| Cookson Peirce & Co Inc | 900 | $245.4K | 0.01% | +900 | New |
| Elk River Wealth Management, LLC | 897 | $245.0K | 0.04% | 00.0% | Unchanged |
| Stenger Family Office, LLC | 922 | $244.2K | 0.06% | +922 | New |
| Vivaldi Capital Management, LLC | 895 | $244.1K | 0.04% | −66−6.9% | Reduced |
| Topsail Wealth Management, LLC | 895 | $244.1K | 0.04% | +895 | New |
| Seven Springs Wealth Group, LLC | 894 | $243.8K | 0.06% | −101−10.2% | Reduced |
| Rialto Wealth Management, LLC | 893 | $243.6K | 0.07% | +4+0.4% | Added |
| BlueStem Wealth Partners, LLC | 888 | $242.1K | 0.03% | +2+0.2% | Added |
| Summit Asset Management, LLC | 887 | $241.9K | 0.04% | +81+10.0% | Added |
| Goodman Advisory Group, LLC | 886 | $241.6K | 0.08% | −2,415−73.2% | Reduced |
| SkyOak Wealth, LLC | 886 | $241.6K | 0.05% | +50+6.0% | Added |
| Washington Trust Advisors, Inc. | 885 | $241.5K | 0.02% | −75−7.8% | Reduced |
| Boreal Capital Management LLC | 884 | $241.4K | 0.20% | +884 | New |
| Burkett Financial Services, LLC | 885 | $241.4K | 0.09% | +1+0.1% | Added |
| Forte Capital LLC | 882 | $240.6K | 0.03% | −39−4.2% | Reduced |
| Wellspring Financial Advisors, LLC | 881 | $240.3K | 0.02% | +131+17.5% | Added |
| Counterweight Ventures, LLC | 880 | $240.0K | 0.16% | −98−10.0% | Reduced |
| RDA Financial Network | 880 | $239.9K | 0.06% | −4,361−83.2% | Reduced |
| Tripletail Wealth Management, LLC | 1,006 | $238.4K | 0.34% | +1,006 | New |
| Philip James Wealth Mangement, LLC | 873 | $238.2K | 0.03% | 00.0% | Unchanged |
| Granite Group Advisors, LLC | 872 | $237.8K | 0.14% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 871 | $237.5K | 0.12% | +871 | New |
| Foronjy Financial LLC | 871 | $237.4K | 0.11% | +871 | New |
| Arcadia Investment Management Corp | 870 | $237.2K | 0.04% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 869 | $237.0K | 0.05% | −577−39.9% | Reduced |
| Old North State Wealth Management, LLC | 864 | $236.5K | 0.12% | +17+2.0% | Added |
| DGS Capital Management, LLC | 860 | $234.6K | 0.05% | −68−7.3% | Reduced |
| Puff Wealth Management, LLC | 859 | $234.2K | 0.38% | +14+1.7% | Added |
| Aletheian Wealth Advisors LLC | 859 | $234.2K | 0.12% | +859 | New |
| Indiana Trust & Investment Management CO | 858 | $234.0K | 0.08% | −300−25.9% | Reduced |
| Hobbs Wealth Management, LLC | 858 | $234.0K | 0.22% | −123−12.5% | Reduced |
| Coordinated Financial Services, Inc. | 857 | $233.7K | 0.16% | +857 | New |
| Brown Capital Management LLC | 857 | $233.7K | 0.01% | −392−31.4% | Reduced |
| Integral Investment Advisors, Inc. | 857 | $233.7K | 0.07% | +857 | New |
| Centennial Wealth Advisory LLC | 852 | $233.4K | 0.07% | +852 | New |
| Whalen Wealth Management Inc. | 855 | $233.2K | 0.15% | −1,439−62.7% | Reduced |
| Intrepid Financial Planning Group LLC | 853 | $232.6K | 0.10% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 852 | $232.3K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 851 | $232.1K | 0.09% | +5+0.6% | Added |
| Alpine Bank Wealth Management | 851 | $232.1K | 0.04% | −135−13.7% | Reduced |
| Atlas Capital Advisors LLC | 850 | $231.8K | 0.03% | +455+115.2% | Added |
| Byrne Financial Freedom, LLC | 849 | $231.5K | 0.12% | −7−0.8% | Reduced |
| Capital Advisors, Ltd. LLC | 843 | $230.0K | 0.03% | +69+8.9% | Added |
| Old Port Advisors | 842 | $229.6K | 0.06% | +20+2.4% | Added |
| Heritage Wealth Advisors | 841 | $229.3K | 0.01% | +1+0.1% | Added |
| BCS Wealth Management | 841 | $229.0K | 0.05% | +841 | New |
| Rydar Equities, Inc. | 839 | $228.9K | 0.18% | +839 | New |
| Janney Capital Management LLC | 837 | $228.0K | 0.01% | −104−11.1% | Reduced |
| Archvest Wealth Advisors, Inc. | 835 | $227.7K | 0.20% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 832 | $226.8K | 0.21% | −20−2.3% | Reduced |
| Coastal Investment Advisors, Inc. | 827 | $225.6K | 0.09% | −9−1.1% | Reduced |
| My Personal CFO, LLC | 827 | $225.5K | 0.10% | 00.0% | Unchanged |
| Code Waechter LLC | 827 | $225.5K | 0.16% | +827 | New |
| ORG Partners LLC | 829 | $225.4K | 0.05% | −140−14.4% | Reduced |
| Brueske Advisory Services, LLC | 826 | $225.2K | 0.15% | +7+0.9% | Added |
| PSI Advisors, LLC | 825 | $225.0K | 0.11% | −199−19.4% | Reduced |
| Alphadyne Asset Management LP | 825 | $225.0K | 0.68% | +825 | New |
| Patton Fund Management, Inc. | 821 | $223.9K | 0.05% | +821 | New |