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 |
|---|---|---|---|---|---|
| Alerus Financial NA | 40 | $10.9K | 0.00% | +40 | New |
| Hurley Capital, LLC | 39 | $10.6K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $10.4K | 0.00% | −11−22.4% | Reduced |
| Trust Co | 38 | $10.4K | 0.00% | −60−61.2% | Reduced |
| Principia Wealth Advisory, LLC | 38 | $10.4K | 0.01% | +22+137.5% | Added |
| Richardson Capital Management LLC | 37 | $10.1K | 0.01% | −135−78.5% | Reduced |
| HHM Wealth Advisors, LLC | 35 | $9.54K | 0.00% | −167−82.7% | Reduced |
| Lowe Wealth Advisors, LLC | 35 | $9.54K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 35 | $9.54K | 0.01% | +35 | New |
| Godsey & Gibb Associates | 34 | $9.27K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 34 | $9.27K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 34 | $9.27K | 0.00% | +19+126.7% | Added |
| Mid-American Wealth Advisory Group, Inc. | 34 | $9.27K | 0.00% | +34 | New |
| North Capital, Inc. | 32 | $8.73K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 31 | $8.45K | 0.00% | −1,300−97.7% | Reduced |
| GFG Capital, LLC | 31 | $8.45K | 0.00% | +31 | New |
| Gold Investment Management Ltd. | 31 | $8.43K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 29 | $7.92K | 0.00% | −295−91.0% | Reduced |
| Carolina Wealth Advisors, LLC | 29 | $7.91K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 28 | $7.63K | 0.00% | +28 | New |
| Caitong International Asset Management Co., Ltd | 25 | $6.82K | 0.00% | −1,557−98.4% | Reduced |
| Piscataqua Savings Bank | 25 | $6.82K | 0.01% | +25 | New |
| MorganRosel Wealth Management, LLC | 24 | $6.54K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 22 | $6.00K | 0.00% | +15+214.3% | Added |
| Darwin Advisors, LLC | 21 | $5.74K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 19 | $5.18K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 18 | $4.91K | 0.24% | −1−5.3% | Reduced |
| Copia Wealth Management | 17 | $4.64K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 16 | $4.36K | 0.00% | +6+60.0% | Added |
| Lummis Asset Management, LP | 16 | $4.36K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 15 | $4.12K | 0.00% | −29−65.9% | Reduced |
| TruNorth Capital Management, LLC | 15 | $4.09K | 0.00% | −945−98.4% | Reduced |
| Luminist Capital LLC | 15 | $4.08K | 0.00% | +15 | New |
| Perritt Capital Management Inc | 14 | $3.83K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 28 | $3.54K | 0.00% | +9+47.4% | Added |
| Hager Investment Management Services, LLC | 13 | $3.54K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 12 | $3.27K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 12 | $3.27K | 0.00% | +12 | New |
| Family CFO Inc | 11 | $3.00K | 0.00% | +11 | New |
| Financially Speaking Inc | 11 | $3.00K | 0.00% | +11 | New |
| Morse Asset Management, Inc | 10 | $2.73K | 0.00% | −459−97.9% | Reduced |
| 1 North Wealth Services LLC | 10 | $2.73K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 8 | $2.20K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 8 | $2.18K | 0.00% | −3,746−99.8% | Reduced |
| Richard W. Paul & Associates, LLC | 8 | $2.18K | 0.00% | −1,233−99.4% | Reduced |
| Duncker Streett & Co Inc | 8 | $2.18K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $2.18K | 0.00% | +6+300.0% | Added |
| DecisionPoint Financial, LLC | 7 | $1.90K | 0.00% | +1+16.7% | Added |
| Investment Counsel Co of Nevada | 6 | $1.64K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5 | $1.57K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 5 | $1.37K | 0.00% | +4+400.0% | Added |
| Insight Financial Services | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 3 | $818 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 3 | $818 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2 | $545 | 0.00% | −298−99.3% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $545 | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $275 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 1 | $273 | 0.00% | −11−91.7% | Reduced |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −470,000−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −469,882−100.0% | Sold out |
| Soma Equity Partners LP | 0 | $0 | 0.00% | −367,282−100.0% | Sold out |
| Milestone Resources Group Ltd | 0 | $0 | 0.00% | −324,479−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −248,198−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −245,042−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −217,930−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −188,397−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −175,631−100.0% | Sold out |
| Avala Global LP | 0 | $0 | 0.00% | −105,400−100.0% | Sold out |
| Trybe Capital Management LP | 0 | $0 | 0.00% | −101,776−100.0% | Sold out |
| Noked Israel Ltd | 0 | $0 | 0.00% | −78,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −77,347−100.0% | Sold out |
| Nellore Capital Management LLC | 0 | $0 | 0.00% | −75,968−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −69,339−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −66,064−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −50,591−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −47,754−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −43,111−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −41,611−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −41,528−100.0% | Sold out |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −36,409−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −31,123−100.0% | Sold out |
| Hamilton Capital Partners, LLC | 0 | $0 | 0.00% | −29,181−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −28,710−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −27,014−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −25,651−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −22,585−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −20,292−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −20,003−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −19,872−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −18,522−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −16,991−100.0% | Sold out |
| Canal Capital Management, LLC | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −13,040−100.0% | Sold out |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −12,761−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −12,498−100.0% | Sold out |
| West Coast Financial LLC | 0 | $0 | 0.00% | −11,719−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −11,386−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |