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 |
|---|---|---|---|---|---|
| Banque de Luxembourg S.A. | 551 | $147.9K | 0.08% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 531 | $144.8K | 0.09% | −204−27.8% | Reduced |
| Oakworth Capital, Inc. | 520 | $141.8K | 0.01% | +56+12.1% | Added |
| Mascoma Wealth Management LLC | 518 | $141.3K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $136.3K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 486 | $132.5K | 0.06% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 485 | $132.3K | 0.02% | −2−0.4% | Reduced |
| Vision Financial Markets LLC | 478 | $130.2K | 0.12% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 477 | $130.1K | 0.02% | +15+3.2% | Added |
| Arlington Trust Co LLC | 473 | $129.0K | 0.03% | −33−6.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 469 | $127.9K | 0.06% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 467 | $127.4K | 0.09% | +14+3.1% | Added |
| Financial Connections Group, Inc. | 463 | $126.0K | 0.05% | +200+76.0% | Added |
| Beaird Harris Wealth Management, LLC | 437 | $119.3K | 0.01% | +49+12.6% | Added |
| NewSquare Capital LLC | 426 | $116.2K | 0.01% | +150+54.3% | Added |
| Iron Horse Wealth Management, LLC | 423 | $115.3K | 0.03% | +1+0.2% | Added |
| Total Investment Management Inc | 423 | $115.3K | 0.02% | +423 | New |
| Ogorek Anthony Joseph | 422 | $115.0K | 0.04% | −20−4.5% | Reduced |
| Financial Management Professionals, Inc. | 411 | $112.4K | 0.01% | −29−6.6% | Reduced |
| Atwood & Palmer Inc | 408 | $111.4K | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 407 | $111.0K | 0.09% | −99−19.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 403 | $109.9K | 0.04% | +403 | New |
| Kessler Investment Group, LLC | 400 | $109.1K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 398 | $108.7K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 395 | $107.7K | 0.05% | +11+2.9% | Added |
| Provenance Wealth Advisors, LLC | 388 | $105.8K | 0.02% | +247+175.2% | Added |
| Private Wealth Management Group, LLC | 384 | $104.7K | 0.03% | +7+1.9% | Added |
| Cornerstone Planning Group LLC | 421 | $104.3K | 0.02% | −244−36.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 382 | $104.2K | 0.02% | +59+18.3% | Added |
| Activest Wealth Management | 382 | $104.1K | 0.03% | −345−47.5% | Reduced |
| FWL Investment Management, LLC | 380 | $103.6K | 0.03% | −42−10.0% | Reduced |
| Fourth Dimension Wealth, LLC | 376 | $102.5K | 0.04% | −109−22.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 367 | $100.2K | 0.06% | 00.0% | Unchanged |
| BFSG, LLC | 362 | $98.7K | 0.01% | −3,436−90.5% | Reduced |
| Wellington Shields & Co., LLC | 361 | $98.4K | 0.03% | −485−57.3% | Reduced |
| Bruce G. Allen Investments, LLC | 361 | $98.4K | 0.07% | +150+71.1% | Added |
| UMA Financial Services, Inc. | 358 | $97.6K | 0.02% | +90+33.6% | Added |
| Consultiva Wealth Management, Corp. | 351 | $95.7K | 0.30% | 00.0% | Unchanged |
| First PREMIER Bank | 348 | $95.0K | 0.02% | +85+32.3% | Added |
| Creekmur Asset Management LLC | 333 | $90.8K | 0.02% | +111+50.0% | Added |
| Sherman Asset Management, Inc. | 333 | $90.8K | 0.08% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 331 | $90.4K | 0.01% | +149+81.9% | Added |
| Estabrook Capital Management | 331 | $90.3K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 2,081 | $90.0K | 0.01% | +1,310+169.9% | Added |
| LFA - Lugano Financial Advisors SA | 330 | $90.0K | 0.05% | +158+91.9% | Added |
| Financial Perspectives, Inc | 327 | $89.3K | 0.03% | 00.0% | Unchanged |
| Red Tortoise LLC | 322 | $87.7K | 0.04% | +213+195.4% | Added |
| Armstrong Advisory Group, Inc | 319 | $87.0K | 0.01% | −24−7.0% | Reduced |
| REAP Financial Group, LLC | 314 | $85.6K | 0.02% | +118+60.2% | Added |
| Evelyn Partners Asset Management Ltd | 313 | $85.4K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 311 | $84.8K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 309 | $84.3K | 0.03% | +309 | New |
| Ulland Investment Advisors, LLC | 309 | $84.0K | 0.06% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 300 | $81.8K | 0.04% | 00.0% | Unchanged |
| WPG Advisers, LLC | 299 | $81.5K | 0.07% | −185−38.2% | Reduced |
| Prestige Wealth Management Group LLC | 292 | $79.7K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 292 | $79.6K | 0.02% | −41−12.3% | Reduced |
| Park Square Financial Group, LLC | 286 | $78.0K | 0.06% | −313−52.3% | Reduced |
| Stone House Investment Management, LLC | 285 | $77.7K | 0.01% | −152−34.8% | Reduced |
| Northwest Capital Management Inc | 283 | $77.2K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Advisors | 282 | $76.9K | 0.01% | −54−16.1% | Reduced |
| Binnacle Investments Inc | 277 | $75.5K | 0.05% | +16+6.1% | Added |
| Marshall & Sullivan Inc | 275 | $75.0K | 0.04% | +275 | New |
| Crews Bank & Trust | 271 | $73.9K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 277 | $71.6K | 0.03% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 260 | $71.4K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 252 | $68.7K | 0.01% | +252 | New |
| Virtus ETF Advisers LLC | 248 | $67.6K | 0.04% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 231 | $63.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 230 | $62.7K | 0.02% | −80−25.8% | Reduced |
| Clark Wealth Partners | 226 | $61.6K | 0.04% | +16+7.6% | Added |
| CGC Financial Services, LLC | 223 | $60.8K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 219 | $59.6K | 0.01% | +7+3.3% | Added |
| Delta Asset Management LLC | 217 | $59.2K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 215 | $58.6K | 0.02% | +215 | New |
| Whipplewood Advisors, LLC | 210 | $57.3K | 0.03% | −744−78.0% | Reduced |
| Howard Hughes Medical Institute | 206 | $56.2K | 0.02% | +206 | New |
| Ameliora Wealth Management Ltd. | 205 | $55.9K | 0.02% | +5+2.5% | Added |
| SWAN Capital LLC | 205 | $55.9K | 0.02% | +5+2.5% | Added |
| Tidemark, LLC | 204 | $55.6K | 0.02% | +22+12.1% | Added |
| Hartford Financial Management Inc. | 202 | $55.1K | 0.02% | −33−14.0% | Reduced |
| Breakwater Investment Management | 200 | $54.5K | 0.02% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 200 | $54.5K | 0.06% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 194 | $53.0K | 0.00% | +30+18.3% | Added |
| Core Alternative Capital | 191 | $52.1K | 0.01% | +3+1.6% | Added |
| RMG Wealth Management LLC | 200 | $52.0K | 0.01% | +200 | New |
| Marshall & Sterling Wealth Advisors Inc. | 192 | $51.9K | 0.04% | −17−8.1% | Reduced |
| Bank & Trust Co | 190 | $51.8K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 189 | $51.6K | 0.00% | −80−29.7% | Reduced |
| Cedar Wealth Management, LLC | 187 | $51.0K | 0.02% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 186 | $50.7K | 0.03% | −36−16.2% | Reduced |
| Gables Capital Management Inc. | 181 | $49.4K | 0.02% | +65+56.0% | Added |
| Bellwether Advisors, LLC | 180 | $49.1K | 0.01% | +119+195.1% | Added |
| Kings Path Partners LLC | 176 | $48.0K | 0.02% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 174 | $47.5K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 172 | $47.0K | 0.02% | 00.0% | Unchanged |
| Team Financial Group, LLC | 170 | $46.4K | 0.02% | +170 | New |
| ZRC Wealth Management, LLC | 165 | $45.0K | 0.02% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 164 | $45.0K | 0.00% | +91+124.7% | Added |
| McCarthy Grittinger Financial Group, LLC | 165 | $45.0K | 0.01% | 00.0% | Unchanged |