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; 2,492 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
- 2,960
- +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
- 1,404 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Quattro Financial Advisors LLC | 25,000 | $6.82M | 2.40% | −10,000−28.6% | Reduced |
| SP Asset Management LLC | 24,875 | $6.78M | 0.56% | +43+0.2% | Added |
| Cohen Capital Management, Inc. | 24,853 | $6.78M | 1.10% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 24,828 | $6.77M | 0.33% | +1,000+4.2% | Added |
| Red Door Wealth Management, LLC | 24,727 | $6.74M | 0.80% | +2,421+10.9% | Added |
| TD Private Client Wealth LLC | 24,679 | $6.73M | 0.17% | −7,501−23.3% | Reduced |
| Spinnaker Trust | 24,656 | $6.72M | 0.40% | +168+0.7% | Added |
| Johnson Investment Counsel Inc | 24,550 | $6.69M | 0.06% | +446+1.9% | Added |
| Boyer & Corporon Wealth Management, LLC | 24,543 | $6.69M | 2.12% | −2,490−9.2% | Reduced |
| J.W. Cole Advisors, Inc. | 24,533 | $6.69M | 0.14% | +12,515+104.1% | Added |
| Peloton Wealth Strategists | 24,520 | $6.69M | 2.68% | +1,055+4.5% | Added |
| V-Square Quantitative Management LLC | 24,426 | $6.66M | 0.89% | +254+1.1% | Added |
| Revisor Wealth Management LLC | 25,230 | $6.66M | 2.40% | +332+1.3% | Added |
| Pioneer Trust Bank N A | 24,419 | $6.66M | 1.70% | +125+0.5% | Added |
| Mission Wealth Management, LP | 24,346 | $6.64M | 0.14% | −119−0.5% | Reduced |
| CX Institutional | 24,259 | $6.62M | 0.23% | +18,474+319.3% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 24,187 | $6.61M | 1.45% | +10,037+70.9% | Added |
| Greater Midwest Financial Group, LLC | 24,223 | $6.61M | 5.04% | +2,765+12.9% | Added |
| Triavera Capital LLC | 24,073 | $6.56M | 3.46% | 00.0% | Unchanged |
| Sigma Planning Corp | 24,014 | $6.55M | 0.20% | +1,141+5.0% | Added |
| Beacon Investment Advisory Services, Inc. | 23,979 | $6.54M | 0.29% | −1,019−4.1% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 23,945 | $6.53M | 0.81% | +17,800+289.7% | Added |
| Graham Capital Management, L.P. | 23,916 | $6.52M | 0.20% | +23,916 | New |
| Intact Investment Management Inc. | 23,900 | $6.52M | 0.22% | −3,500−12.8% | Reduced |
| CMT Capital Markets Trading GmbH | 23,800 | $6.49M | 3.12% | +15,825+198.4% | Added |
| Fortis Capital Management LLC | 23,765 | $6.48M | 1.01% | +8,232+53.0% | Added |
| Family Management Corp | 23,747 | $6.48M | 0.98% | +56+0.2% | Added |
| Meridian Wealth Management, LLC | 23,739 | $6.47M | 0.28% | +527+2.3% | Added |
| Prentiss Smith & Co Inc | 23,729 | $6.47M | 3.85% | +7,321+44.6% | Added |
| Eastover Investment Advisors LLC | 23,565 | $6.43M | 2.88% | +313+1.3% | Added |
| Mirova | 23,410 | $6.38M | 0.90% | +4,552+24.1% | Added |
| Ballentine Partners, LLC | 23,394 | $6.38M | 0.10% | +2,783+13.5% | Added |
| Louisbourg Investments Inc. | 29,157 | $6.37M | 1.50% | +2,800+10.6% | Added |
| Clean Yield Group | 23,291 | $6.35M | 1.90% | −314−1.3% | Reduced |
| GFI Investment Counsel Ltd. | 23,273 | $6.35M | 0.69% | −100.0% | Reduced |
| Bank Hapoalim BM | 23,262 | $6.34M | 0.87% | −410−1.7% | Reduced |
| SFMG, LLC | 23,160 | $6.32M | 0.47% | +191+0.8% | Added |
| Farther Finance Advisors, LLC | 23,134 | $6.31M | 0.13% | +4,337+23.1% | Added |
| Van Strum & Towne Inc. | 23,100 | $6.30M | 1.99% | +150+0.7% | Added |
| Gladstone Institutional Advisory LLC | 22,986 | $6.27M | 0.26% | +3,583+18.5% | Added |
| Ceera Investments, LLC | 22,897 | $6.24M | 1.91% | −320−1.4% | Reduced |
| Oak Associates, Ltd | 22,804 | $6.22M | 0.41% | +5,622+32.7% | Added |
| Wells Trecaso Financial Group, LLC | 22,668 | $6.18M | 1.91% | +1,023+4.7% | Added |
| Siren, L.L.C. | 22,600 | $6.16M | 0.32% | +8,000+54.8% | Added |
| Miracle Mile Advisors, LLC | 22,547 | $6.15M | 0.10% | +3,363+17.5% | Added |
| Golden State Equity Partners | 22,528 | $6.14M | 1.14% | +1,668+8.0% | Added |
| Trust Co of Kansas | 22,443 | $6.12M | 2.92% | +1,385+6.6% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 22,432 | $6.12M | 0.79% | +22,432 | New |
| Selective Wealth Management, Inc. | 22,551 | $6.11M | 2.23% | −712−3.1% | Reduced |
| Burling Wealth Partners, LLC | 22,343 | $6.09M | 1.12% | +2,565+13.0% | Added |
| Venture Visionary Partners LLC | 22,340 | $6.09M | 0.23% | +964+4.5% | Added |
| Webster Bank, N. A. | 22,213 | $6.06M | 0.63% | −999−4.3% | Reduced |
| PKO Investment Management Joint-Stock Co | 22,000 | $6.00M | 0.64% | +7,000+46.7% | Added |
| Newbridge Financial Services Group, Inc. | 21,989 | $6.00M | 0.97% | +1,807+9.0% | Added |
| YHB Investment Advisors, Inc. | 21,909 | $5.97M | 0.46% | +534+2.5% | Added |
| Harvest Fund Management Co., Ltd | 21,781 | $5.94M | 0.28% | −2,762−11.3% | Reduced |
| Quadrant Capital Group LLC | 21,541 | $5.87M | 0.21% | +3,803+21.4% | Added |
| Montag A & Associates Inc | 21,506 | $5.87M | 0.29% | +10,368+93.1% | Added |
| Brown Brothers Harriman & Co | 21,513 | $5.87M | 0.04% | +1,382+6.9% | Added |
| Signaturefd, LLC | 21,337 | $5.82M | 0.10% | +396+1.9% | Added |
| RB Capital Management, LLC | 21,282 | $5.80M | 1.31% | +250+1.2% | Added |
| MUFG Securities Americas Inc. | 21,265 | $5.80M | 0.50% | +4,325+25.5% | Added |
| VestGen Advisors, LLC | 21,265 | $5.77M | 0.23% | −34−0.2% | Reduced |
| Wolverine Asset Management LLC | 21,050 | $5.74M | 0.10% | −3,883−15.6% | Reduced |
| First Financial Bank - Trust Division | 21,023 | $5.73M | 0.50% | −2,585−10.9% | Reduced |
| SeaBridge Investment Advisors LLC | 21,008 | $5.73M | 1.07% | +529+2.6% | Added |
| Linden Thomas Advisory Services, LLC | 20,996 | $5.73M | 0.63% | +136+0.7% | Added |
| Meridian Wealth Advisors, LLC | 20,855 | $5.69M | 0.90% | +1,006+5.1% | Added |
| Atria Wealth Solutions, Inc. | 20,770 | $5.67M | 0.13% | −25,070−54.7% | Reduced |
| Means Investment Co., Inc. | 20,705 | $5.65M | 0.53% | −732−3.4% | Reduced |
| Cordatus Wealth Management LLC | 20,686 | $5.64M | 1.39% | +20,686 | New |
| Iowa State Bank | 20,686 | $5.64M | 1.12% | +28+0.1% | Added |
| Bey-Douglas LLC | 20,616 | $5.62M | 3.36% | +5,191+33.7% | Added |
| Harbor Capital Advisors, Inc. | 20,614 | $5.62M | 0.24% | −106−0.5% | Reduced |
| Meridian Management Co | 21,651 | $5.59M | 1.53% | +1,718+8.6% | Added |
| Geneos Wealth Management Inc. | 20,486 | $5.59M | 0.14% | +2,966+16.9% | Added |
| S-Bank Fund Management Ltd | 20,376 | $5.56M | 0.82% | −1,589−7.2% | Reduced |
| Moran Wealth Management, LLC | 20,346 | $5.55M | 0.17% | −3,056−13.1% | Reduced |
| Continuum Advisory, LLC | 20,181 | $5.50M | 0.66% | +16,327+423.6% | Added |
| Bridge Creek Capital Management LLC | 20,162 | $5.50M | 1.62% | +374+1.9% | Added |
| Petredis Investment Advisors LLC | 20,137 | $5.49M | 0.48% | +236+1.2% | Added |
| Conning Inc. | 20,051 | $5.47M | 0.19% | +1,805+9.9% | Added |
| One Madison Group LLC | 20,000 | $5.45M | 0.57% | +15,000+300.0% | Added |
| Peregrine Investment Management Inc | 20,000 | $5.45M | 3.49% | +20,000 | New |
| Dynamic Advisor Solutions LLC | 19,819 | $5.40M | 0.17% | −451−2.2% | Reduced |
| 111 Capital | 19,781 | $5.39M | 0.93% | +5,007+33.9% | Added |
| Sendero Wealth Management, LLC | 19,762 | $5.39M | 0.67% | +19,762 | New |
| Vestcor Inc | 19,760 | $5.39M | 0.16% | +1,280+6.9% | Added |
| Lee Danner & Bass Inc | 19,720 | $5.38M | 0.42% | +19,720 | New |
| Bouvel Investment Partners, LLC | 19,696 | $5.37M | 1.82% | +176+0.9% | Added |
| Bailard, Inc. | 19,566 | $5.34M | 0.12% | −178−0.9% | Reduced |
| Private Wealth Partners, LLC | 19,535 | $5.33M | 0.42% | −475−2.4% | Reduced |
| IFP Advisors, Inc | 19,510 | $5.32M | 0.15% | +8,483+76.9% | Added |
| Hancock Whitney Corp | 19,500 | $5.32M | 0.10% | +7,102+57.3% | Added |
| Essex Investment Management Co LLC | 19,497 | $5.32M | 0.97% | −443−2.2% | Reduced |
| Smithbridge Asset Management Inc | 19,467 | $5.31M | 0.93% | −681−3.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,451 | $5.30M | 0.12% | −37,593−65.9% | Reduced |
| Eastern Bank | 19,333 | $5.27M | 0.10% | −43,054−69.0% | Reduced |
| Consolidated Investment Group LLC | 19,325 | $5.27M | 0.71% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 19,262 | $5.25M | 0.20% | +1,722+9.8% | Added |