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 |
|---|---|---|---|---|---|
| Financial Network Wealth Advisors LLC | 165 | $45.0K | 0.05% | +11+7.1% | Added |
| Pin Oak Investment Advisors Inc | 167 | $44.0K | 0.04% | −12,040−98.6% | Reduced |
| Graney & King, LLC | 161 | $44.0K | 0.03% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 161 | $43.9K | 0.03% | −44−21.5% | Reduced |
| Retirement Wealth Solutions LLC | 158 | $43.0K | 0.03% | −41−20.6% | Reduced |
| Kilter Group LLC | 153 | $41.7K | 0.02% | +153 | New |
| Raffa Wealth Management, LLC | 151 | $41.2K | 0.01% | +12+8.6% | Added |
| Decker Retirement Planning Inc. | 150 | $40.9K | 0.02% | +111+284.6% | Added |
| Capital A Wealth Management, LLC | 155 | $40.8K | 0.46% | +45+40.9% | Added |
| WFA Asset Management Corp | 158 | $40.7K | 0.02% | −242−60.5% | Reduced |
| Brown Shipley& Co Ltd | 145 | $39.5K | 0.02% | +145 | New |
| Pacifica Partners Inc. | 144 | $39.4K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 140 | $38.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 138 | $37.7K | 0.00% | +44+46.8% | Added |
| Pflug Koory, LLC | 138 | $37.6K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 135 | $36.8K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 133 | $36.3K | 0.00% | +21+18.8% | Added |
| IAG Wealth Partners, LLC | 130 | $35.5K | 0.00% | −20−13.3% | Reduced |
| Clear Investment Research, LLC | 129 | $35.3K | 0.04% | +1+0.8% | Added |
| Country Trust Bank | 129 | $35.2K | 0.00% | +112+658.8% | Added |
| Quaker Wealth Management, LLC | 126 | $34.4K | 0.01% | +126 | New |
| Maseco LLP | 125 | $34.2K | 0.00% | +125 | New |
| Spurstone Advisory Services, LLC | 125 | $34.1K | 0.52% | +125 | New |
| Medallion Wealth Advisors, LLC | 123 | $33.5K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 118 | $32.0K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 117 | $31.9K | 0.01% | −50−29.9% | Reduced |
| Kathleen S. Wright Associates Inc. | 117 | $31.9K | 0.01% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 116 | $31.6K | 0.01% | +92+383.3% | Added |
| TD Capital Management LLC | 112 | $30.6K | 0.00% | +86+330.8% | Added |
| Barrett & Company, Inc. | 110 | $30.0K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 109 | $29.9K | 0.02% | −1−0.9% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 108 | $29.5K | 0.00% | −22−16.9% | Reduced |
| Aspect Partners, LLC | 108 | $29.5K | 0.01% | −11−9.2% | Reduced |
| Granite FO LLC | 103 | $28.1K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 105 | $28.0K | 0.01% | −91−46.4% | Reduced |
| Robinswood Financial LLC | 102 | $27.9K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 100 | $27.5K | 0.02% | −13−11.5% | Reduced |
| Evolution Wealth Management Inc. | 101 | $27.4K | 0.03% | +101 | New |
| Tacita Capital Inc | 100 | $27.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 100 | $27.3K | 0.02% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 100 | $27.3K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 99 | $27.1K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 98 | $26.6K | 0.02% | +1+1.0% | Added |
| Operose Advisors LLC | 96 | $26.2K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 95 | $25.9K | 0.01% | −10−9.5% | Reduced |
| RiverPark Advisors, LLC | 94 | $25.6K | 0.02% | +2+2.2% | Added |
| FSA Wealth Management LLC | 94 | $25.5K | 0.01% | +1+1.1% | Added |
| Strategic Investment Solutions, Inc. | 93 | $25.4K | 0.01% | −8−7.9% | Reduced |
| Asset Planning,Inc | 93 | $25.4K | 0.02% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 90 | $24.5K | 0.01% | +65+260.0% | Added |
| Tradewinds Capital Management, LLC | 89 | $24.3K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 89 | $24.3K | 0.01% | 00.0% | Unchanged |
| Access Investment Management LLC | 89 | $24.3K | 0.01% | +89 | New |
| True Wealth Design, LLC | 87 | $23.6K | 0.01% | +31+55.4% | Added |
| DiNuzzo Private Wealth, Inc. | 86 | $23.5K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 86 | $23.5K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 85 | $23.2K | 0.03% | −666−88.7% | Reduced |
| Stephenson National Bank & Trust | 84 | $22.9K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 81 | $22.1K | 0.02% | −1,015−92.6% | Reduced |
| Accredited Wealth Management, LLC | 80 | $21.8K | 0.02% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 79 | $21.5K | 0.01% | +79 | New |
| Oliver Lagore Vanvalin Investment Group | 80 | $21.5K | 0.01% | +80 | New |
| Legacy Wealth Managment, LLC | 78 | $21.3K | 0.01% | −4−4.9% | Reduced |
| Legacy Investment Solutions, LLC | 78 | $21.3K | 0.01% | +78 | New |
| Knott David M Jr | 77 | $21.0K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 73 | $19.8K | 0.02% | +2+2.8% | Added |
| Valued Wealth Advisors LLC | 71 | $19.4K | 0.01% | −2−2.7% | Reduced |
| Bellevue Asset Management, LLC | 70 | $19.1K | 0.01% | 00.0% | Unchanged |
| DAGCO, Inc. | 68 | $18.5K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 66 | $18.0K | 0.00% | +45+214.3% | Added |
| Tortoise Investment Management, LLC | 65 | $17.7K | 0.00% | +34+109.7% | Added |
| Transamerica Financial Advisors, Inc. | 63 | $17.2K | 0.00% | −12,861−99.5% | Reduced |
| Tower View Investment Management & Research LLC | 60 | $16.5K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 60 | $16.4K | 0.01% | −25−29.4% | Reduced |
| Morton Brown Family Wealth, LLC | 60 | $16.4K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 58 | $15.9K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 57 | $15.6K | 0.01% | −2,494−97.8% | Reduced |
| MPWM Advisory Solutions, LLC | 57 | $15.6K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 57 | $15.5K | 0.01% | +55+2,750.0% | Added |
| Park Circle Co | 54 | $14.7K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 53 | $14.5K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 53 | $14.5K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 53 | $14.5K | 0.00% | +45+562.5% | Added |
| Pineridge Advisors LLC | 52 | $14.2K | 0.01% | −2−3.7% | Reduced |
| Mechanics Financial Corp | 50 | $13.6K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 50 | $13.6K | 0.01% | +10+25.0% | Added |
| Delos Wealth Advisors, LLC | 50 | $13.6K | 0.01% | +50 | New |
| Redmont Wealth Advisors LLC | 50 | $13.6K | 0.02% | +50 | New |
| WealthTrak Capital Management LLC | 49 | $13.4K | 0.01% | +13+36.1% | Added |
| PrairieView Partners, LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 49 | $13.0K | 0.00% | +2+4.3% | Added |
| Briaud Financial Planning, Inc | 50 | $13.0K | 0.01% | +50 | New |
| S&T Bank | 47 | $12.8K | 0.00% | +16+51.6% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 46 | $12.5K | 0.02% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 46 | $12.5K | 0.00% | +32+228.6% | Added |
| New England Capital Financial Advisors LLC | 45 | $12.4K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 45 | $12.3K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 45 | $12.3K | 0.01% | +45 | New |
| LGT Financial Advisors LLC | 42 | $11.5K | 0.03% | −310−88.1% | Reduced |