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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.

Institutional holdersQ2 2025: 2,959 institutions
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,182 institutionsQ2 2023: 2,300 institutionsQ3 2023: 2,293 institutionsQ4 2023: 2,600 institutionsQ1 2024: 2,768 institutionsQ2 2024: 2,629 institutionsQ3 2024: 2,656 institutionsQ4 2024: 3,109 institutionsQ1 2025: 2,955 institutionsQ2 2025: 2,959 institutionsQ3 2025: 2,815 institutionsQ4 2025: 2,958 institutionsQ1 2026: 2,695 institutionsQ2 2026: 2,493 institutions
Value heldQ2 2025: $210.0B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,493$109.5B
Q1 20262,695$137.9B
Q4 20252,958$201.9B
Q3 20252,815$179.8B
Q2 20252,959$210.0B
Q1 20252,955$209.1B
Q4 20243,109$258.7B
Q3 20242,656$209.1B
Q2 20242,629$198.8B
Q1 20242,768$235.7B
Q4 20232,600$204.8B
Q3 20232,293$155.1B
Q2 20232,300$161.7B
Q1 20232,182$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$151.3B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2025.

Institutions holding CRM in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hunter Associates Investment Management LLC0$00.00%−817−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−819−100.0%Sold out
Austin Asset Management Co Inc0$00.00%−815−100.0%Sold out
Riversedge Advisors, LLC0$00.00%−814−100.0%Sold out
waypoint wealth counsel0$00.00%−813−100.0%Sold out
LWM Advisory Services, LLC0$00.00%−809−100.0%Sold out
Global Endowment Management, LP0$00.00%−808−100.0%Sold out
Keyvantage Wealth, LLC0$00.00%−806−100.0%Sold out
Cascade Financial Partners, LLC0$00.00%−805−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−799−100.0%Sold out
Purkiss Capital Advisors LLC0$00.00%−783−100.0%Sold out
Laidlaw Wealth Management LLC0$00.00%−781−100.0%Sold out
Red Wave Investments LLC0$00.00%−780−100.0%Sold out
Montz Harcus Wealth Management LLC0$00.00%−777−100.0%Sold out
Jackson Thornton Asset Management, LLC0$00.00%−832−100.0%Sold out
Catalina Capital Group, LLC0$00.00%−763−100.0%Sold out
Wealthstar Advisors, LLC0$00.00%−757−100.0%Sold out
Consolidated Planning Corp0$00.00%−755−100.0%Sold out
Challenger Wealth Management0$00.00%−752−100.0%Sold out
Tanager Wealth Management LLP0$00.00%−749−100.0%Sold out
Morris Retirement Advisors, LLC0$00.00%−747−100.0%Sold out
Cherrydale Wealth Management, LLC0$00.00%−747−100.0%Sold out
Acropolis Investment Management, LLC0$00.00%−497−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−438−100.0%Sold out
Stonebridge Financial Group, LLC0$00.00%−387−100.0%Sold out
Saudi Central Bank0$00.00%−377−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−302−100.0%Sold out
Studio Investment Management LLC0$00.00%−247−100.0%Sold out
FSC Wealth Advisors, LLC0$00.00%−179−100.0%Sold out
ZynergyRetirementPlanningLLC0$00.00%−110−100.0%Sold out
Abound Financial, LLC0$00.00%−114−100.0%Sold out
Ruedi Wealth Management, Inc.0$00.00%−113−100.0%Sold out
Longview Financial Advisors LLC0$00.00%−105−100.0%Sold out
NCP Inc.0$00.00%−91−100.0%Sold out
Wiser Advisor Group LLC0$00.00%−77−100.0%Sold out
Synergy Investment Management, LLC0$00.00%−70−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−60−100.0%Sold out
Legacy Bridge, LLC0$00.00%−50−100.0%Sold out
Parvin Asset Management, LLC0$00.00%−44−100.0%Sold out
LSV Asset Management0$00.00%−40−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−40−100.0%Sold out
Graybill Bartz & Assoc Ltd0$00.00%−30−100.0%Sold out
Winnow Wealth LLC0$00.00%−30−100.0%Sold out
a16z Perennial Management, L.P.0$00.00%−28−100.0%Sold out
Bollard Group LLC0$00.00%−25−100.0%Sold out
Roble, Belko & Company, Inc0$00.00%−18−100.0%Sold out
JDM Financial Group LLC0$00.00%−9−100.0%Sold out
Accordant Advisory Group Inc0$00.00%−8−100.0%Sold out
Bear Mountain Capital, Inc.0$00.00%−5−100.0%Sold out
PFG Private Wealth Management, LLC0$00.00%−3−100.0%Sold out
Credit Agricole S A––––Not filed
Glenmede Trust Co NA––––Not filed
Taurus Asset Management, LLC––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Orion Portfolio Solutions, LLC––––Not filed
Mizuho Securities USA LLC––––Not filed
Transform Wealth, LLC––––Not filed
CAPROCK Group, Inc.––––Not filed
Sandy Spring Bank––––Not filed
Sheaff Brock Investment Advisors, LLC––––Not filed
Roanoke Asset Management Corp––––Not filed
Mondrian Investment Partners LTD––––Not filed
Redwood Investments, LLC––––Not filed
Impact Asset Management GmbH––––Not filed
Cable Hill Partners, LLC––––Not filed
Morningstar Investment Services LLC––––Not filed
Shorepoint Capital Partners LLC––––Not filed
Sofos Investments, Inc.––––Not filed
Schechter Investment Advisors, LLC––––Not filed
Wolf Group Capital Advisors––––Not filed
Lindbrook Capital, LLC––––Not filed
Sabal Trust CO––––Not filed
Square Wave Partners, L.P.––––Not filed
Montecito Bank & Trust––––Not filed
Marcum Wealth, LLC––––Not filed
Shum Financial Group, Inc.––––Not filed
Benchmark Investment Advisors LLC––––Not filed
Unigestion Holding SA––––Not filed
Callan Capital, LLC––––Not filed
Regent Peak Wealth Advisors LLC––––Not filed
Vista Wealth Management Group, LLC––––Not filed
Napatree Capital LLC––––Not filed
Delta Financial Group, Inc.––––Not filed
BluePointe Capital Management, LLC––––Not filed
Coordinated Financial Services, Inc.––––Not filed
Bremer Bank National Association––––Not filed
Financial Network Wealth Management LLC––––Not filed
Nova Wealth Management, Inc.––––Not filed
Caas Capital Management LP––––Not filed
JCIC Asset Management Inc.––––Not filed
Noble Wealth Management PBC––––Not filed
Pilgrim Partners Asia Pte Ltd––––Not filed
Collier Financial––––Not filed
Spectrum Wealth Counsel, LLC––––Not filed