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 |
|---|---|---|---|---|---|
| Sagace Wealth Management LLC | 820 | $223.6K | 0.17% | +820 | New |
| Constant Guidance Financial LLC | 820 | $223.6K | 0.22% | +820 | New |
| Horizon Bancorp Inc | 817 | $223.0K | 0.11% | −65−7.4% | Reduced |
| Sittner & Nelson, LLC | 816 | $222.6K | 0.09% | +100+14.0% | Added |
| Blossom Wealth Management | 815 | $222.3K | 0.39% | +12+1.5% | Added |
| New Covenant Trust Company, N.A. | 811 | $221.7K | 0.20% | 00.0% | Unchanged |
| Alpha Zero LLC | 809 | $220.6K | 0.14% | +47+6.2% | Added |
| Bearing Point Capital, LLC | 809 | $220.6K | 0.04% | +809 | New |
| Capital Advisors Inc | 807 | $220.2K | 0.00% | −66−7.6% | Reduced |
| OneAscent Family Office, LLC | 805 | $220.0K | 0.21% | −16−1.9% | Reduced |
| SkyView Investment Advisors, LLC | 806 | $220.0K | 0.03% | +806 | New |
| InTrack Investment Management Inc | 805 | $219.6K | 0.15% | −2,339−74.4% | Reduced |
| ERn Financial, LLC | 803 | $219.1K | 0.05% | +5+0.6% | Added |
| Blalock Williams, LLC | 802 | $218.7K | 0.22% | −92−10.3% | Reduced |
| Cypress Capital Management LLC (WY) | 800 | $218.5K | 0.24% | 00.0% | Unchanged |
| Alpha Wealth Funds, LLC | 800 | $218.5K | 0.20% | +800 | New |
| Cladis Investment Advisory, LLC | 800 | $218.2K | 0.14% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 800 | $218.2K | 0.04% | +800 | New |
| Redhawk Wealth Advisors, Inc. | 800 | $218.1K | 0.03% | −14−1.7% | Reduced |
| Verus Capital Partners, LLC | 800 | $218.0K | 0.02% | −92−10.3% | Reduced |
| Wellington Capital Management, Inc. | 799 | $218.0K | 0.33% | +799 | New |
| Prairie Wealth Advisors, Inc. | 798 | $217.9K | 0.09% | +10+1.3% | Added |
| Round Rock Advisors, LLC | 798 | $217.6K | 0.04% | −17−2.1% | Reduced |
| Alhambra Investment Partners LLC | 796 | $217.1K | 0.11% | +796 | New |
| Weatherly Asset Management L. P. | 795 | $217.0K | 0.02% | +17+2.2% | Added |
| Crescent Grove Advisors, LLC | 794 | $216.9K | 0.02% | −7−0.9% | Reduced |
| HMS Capital Management, LLC | 794 | $216.5K | 0.10% | +794 | New |
| Berkshire Money Management, Inc. | 793 | $216.2K | 0.02% | −155−16.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 793 | $216.2K | 0.35% | −19−2.3% | Reduced |
| Burk Holdings LLC | 791 | $215.7K | 0.14% | −1,108−58.3% | Reduced |
| West Paces Advisors Inc. | 791 | $215.7K | 0.05% | +65+9.0% | Added |
| City Holding Co | 791 | $215.7K | 0.03% | +386+95.3% | Added |
| Gateway Wealth Partners, LLC | 789 | $215.3K | 0.04% | +789 | New |
| Teramo Advisors, LLC | 786 | $214.3K | 0.08% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 786 | $214.3K | 0.13% | +786 | New |
| Stiles Financial Services Inc | 782 | $213.6K | 0.07% | −51−6.1% | Reduced |
| Acorn Creek Capital LLC | 781 | $213.0K | 0.09% | −38−4.6% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 781 | $213.0K | 0.11% | −20−2.5% | Reduced |
| Clark Asset Management, LLC | 780 | $212.6K | 0.03% | +18+2.4% | Added |
| Atticus Wealth Management, LLC | 779 | $212.4K | 0.06% | +766+5,892.3% | Added |
| Capula Management Ltd | 779 | $212.4K | 0.00% | −3,554−82.0% | Reduced |
| Hemington Wealth Management | 781 | $212.0K | 0.03% | −42−5.1% | Reduced |
| Private Management Group Inc | 777 | $211.9K | 0.01% | +777 | New |
| CFO4Life Group, LLC | 774 | $211.1K | 0.03% | −92−10.6% | Reduced |
| Lockerman Financial Group, Inc. | 769 | $209.7K | 0.28% | −25−3.1% | Reduced |
| Quantum Financial Advisors, LLC | 766 | $208.9K | 0.03% | 00.0% | Unchanged |
| RPS Advisory Solutions LLC | 765 | $208.6K | 0.11% | −15−1.9% | Reduced |
| Mitchell Sinkler & Starr | 765 | $208.6K | 0.10% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 764 | $208.5K | 0.14% | −374−32.9% | Reduced |
| Exchange Bank | 764 | $208.3K | 0.16% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 763 | $208.1K | 0.03% | −65−7.9% | Reduced |
| TruWealth Advisors, LLC | 763 | $208.1K | 0.01% | +763 | New |
| USAdvisors Wealth Management, LLC | 765 | $208.0K | 0.08% | −408−34.8% | Reduced |
| Williams & Novak, LLC | 760 | $207.2K | 0.18% | +760 | New |
| Raleigh Capital Management Inc. | 760 | $207.2K | 0.09% | −1,166−60.5% | Reduced |
| Tufton Capital Management | 760 | $207.0K | 0.04% | −15−1.9% | Reduced |
| Strategic Advocates LLC | 757 | $206.5K | 0.06% | +757 | New |
| Tranquilli Financial Advisor LLC | 756 | $206.2K | 0.13% | +756 | New |
| GW&K Investment Management, LLC | 754 | $206.0K | 0.00% | +197+35.4% | Added |
| ABLE Financial Group, LLC | 755 | $205.9K | 0.05% | +755 | New |
| Transce3nd, LLC | 755 | $205.7K | 0.09% | −232−23.5% | Reduced |
| St. Louis Trust Co | 753 | $205.3K | 0.03% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 753 | $205.3K | 0.18% | +753 | New |
| DMG Group, LLC | 752 | $205.1K | 0.16% | +752 | New |
| Omnia Family Wealth, LLC | 749 | $204.6K | 0.07% | −396−34.6% | Reduced |
| Intellus Advisors LLC | 750 | $204.5K | 0.03% | 00.0% | Unchanged |
| Abound Wealth Management | 750 | $204.4K | 0.06% | −12−1.6% | Reduced |
| GoalVest Advisory LLC | 749 | $204.2K | 0.05% | +82+12.3% | Added |
| Guyasuta Investment Advisors Inc | 749 | $204.2K | 0.01% | +749 | New |
| Well Done, LLC | 747 | $203.5K | 0.04% | −304−28.9% | Reduced |
| GSB Wealth Management, LLC | 746 | $203.5K | 0.05% | +746 | New |
| Up Strategic Wealth Investment Advisors LLC | 745 | $203.2K | 0.16% | +745 | New |
| Global Strategic Investment Solutions, LLC | 744 | $202.9K | 0.02% | +744 | New |
| Nicholas Investment Partners, LP | 743 | $202.6K | 0.02% | +743 | New |
| Van Hulzen Asset Management, LLC | 742 | $202.4K | 0.02% | +742 | New |
| Monticello Wealth Management, LLC | 741 | $202.2K | 0.02% | −339−31.4% | Reduced |
| Pacific Sun Financial Corp | 740 | $201.8K | 0.11% | −15−2.0% | Reduced |
| Account Management LLC | 740 | $201.8K | 0.22% | +740 | New |
| Legacy Financial Strategies, LLC | 740 | $201.7K | 0.04% | +740 | New |
| Sterling Investment Advisors, Ltd. | 739 | $201.5K | 0.04% | +739 | New |
| Avory & Company, LLC | 738 | $201.1K | 0.12% | −14−1.9% | Reduced |
| Altus Wealth Group LLC | 736 | $200.6K | 0.09% | −67−8.3% | Reduced |
| MFA Wealth Services | 734 | $200.3K | 0.15% | +734 | New |
| Vista Capital Partners, Inc. | 734 | $200.2K | 0.02% | −35−4.6% | Reduced |
| Affiance Financial, LLC | 734 | $200.2K | 0.04% | +734 | New |
| Front Row Advisors LLC | 720 | $196.6K | 0.07% | −80−10.0% | Reduced |
| Hughes Financial Services, LLC | 777 | $193.6K | 0.03% | +18+2.4% | Added |
| Covestor Ltd | 707 | $193.0K | 0.11% | −198−21.9% | Reduced |
| Blume Capital Management, Inc. | 677 | $184.6K | 0.04% | −4−0.6% | Reduced |
| First Command Advisory Services, Inc. | 657 | $179.2K | 0.00% | +85+14.9% | Added |
| L1 Capital Pty Ltd | 648 | $176.7K | 0.01% | +648 | New |
| Dakota Community Bank & Trust NA | 639 | $174.2K | 0.78% | +48+8.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 621 | $169.4K | 0.10% | +112+22.0% | Added |
| Bank of Jackson Hole Trust | 612 | $166.9K | 0.09% | −11−1.8% | Reduced |
| Hanson & Doremus Investment Management | 607 | $166.0K | 0.02% | +39+6.9% | Added |
| Bullock Wealth Management Group | 601 | $163.4K | 0.09% | +31+5.4% | Added |
| Tompkins Financial Corp | 571 | $155.7K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 560 | $152.7K | 0.01% | −340−37.8% | Reduced |
| JFS Wealth Advisors, LLC | 552 | $150.5K | 0.01% | +44+8.7% | Added |
| Private Wealth Asset Management, LLC | 545 | $148.6K | 0.02% | −51−8.6% | Reduced |