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 2026
Institutional positions in Salesforce, Inc. as of Jun 30, 2026. 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
- 2,492
- −164 vs. Q1 2026
- Shares held
- 700.3M
- −37.3M (−5.1%) vs. Q1 2026
- Total value
- $109.5B
- −$28.3B (−20.6%) vs. Q1 2026
- New holders
- 181
- 826 more added
- Sold out
- 345
- 1,297 more reduced
40 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Richards, Merrill & Peterson, Inc. | 3,234 | $506.6K | 0.16% | +363+12.6% | Added |
| Northern Oak Wealth Management Inc | 3,236 | $507.0K | 0.06% | +307+10.5% | Added |
| Proffitt & Goodson Inc | 3,239 | $507.4K | 0.07% | +3,239 | New |
| Hilltop Holdings Inc. | 3,246 | $508.5K | 0.04% | −2,865−46.9% | Reduced |
| Kraematon Investment Advisors, Inc | 3,250 | $509.2K | 0.38% | −143−4.2% | Reduced |
| Chilton Investment Co LLC | 3,258 | $510.4K | 0.01% | −421−11.4% | Reduced |
| Inscription Capital, LLC | 3,264 | $511.4K | 0.05% | +769+30.8% | Added |
| 3Chopt Investment Partners, LLC | 3,257 | $511.8K | 0.10% | +394+13.8% | Added |
| Aspire Growth Partners LLC | 3,278 | $513.6K | 0.30% | −39−1.2% | Reduced |
| Oxler Private Wealth LLC | 3,289 | $515.3K | 0.15% | −296−8.3% | Reduced |
| PDS Planning, Inc | 3,296 | $516.4K | 0.03% | −1,534−31.8% | Reduced |
| Retirement Planning Group | 3,296 | $516.4K | 0.01% | −339−9.3% | Reduced |
| Prentice Wealth Management LLC | 3,299 | $516.8K | 0.11% | +25+0.8% | Added |
| F/M Investments LLC | 3,300 | $517.0K | 0.03% | +1,139+52.7% | Added |
| First Citizens Bank & Trust Co | 3,313 | $519.0K | 0.01% | −12,832−79.5% | Reduced |
| YANKCOM Partnership | 3,314 | $519.2K | 0.19% | +351+11.8% | Added |
| Aso Group Ltd | 3,326 | $521.0K | 0.22% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 3,328 | $521.4K | 0.18% | +26+0.8% | Added |
| Cullen Investment Group, Ltd. | 3,329 | $521.6K | 0.06% | −2,187−39.6% | Reduced |
| Waldron Private Wealth LLC | 3,332 | $523.3K | 0.02% | +184+5.8% | Added |
| Gryphon Financial Partners LLC | 3,342 | $523.6K | 0.05% | −88−2.6% | Reduced |
| Crumly & Associates Inc. | 3,346 | $524.2K | 0.10% | +27+0.8% | Added |
| Everest Management Corp. | 3,350 | $524.8K | 0.20% | −279−7.7% | Reduced |
| Burford Brothers, Inc. | 3,354 | $525.5K | 0.19% | +31+0.9% | Added |
| Semus Wealth Partners LLC | 3,355 | $525.5K | 0.25% | +903+36.8% | Added |
| FLC Capital Advisors | 3,363 | $526.8K | 0.09% | −480−12.5% | Reduced |
| Visionary Wealth Advisors | 3,377 | $529.1K | 0.02% | −2,347−41.0% | Reduced |
| Cypress Wealth Services, LLC | 3,388 | $530.7K | 0.07% | −55−1.6% | Reduced |
| Cornerstone National Bank & Trust Co | 3,255 | $531.3K | 0.18% | −2,770−46.0% | Reduced |
| Aries Wealth Management | 3,394 | $531.7K | 0.10% | +665+24.4% | Added |
| Defiance ETFs, LLC | 3,273 | $534.3K | 0.01% | −159,039−98.0% | Reduced |
| Parkside Financial Bank & Trust | 3,424 | $536.4K | 0.04% | +659+23.8% | Added |
| Sky Investment Group LLC | 3,424 | $536.5K | 0.08% | −451−11.6% | Reduced |
| Benchmark Investment Advisors LLC | 3,426 | $536.7K | 0.24% | −362−9.6% | Reduced |
| Miller Global Investments, LLC | 3,436 | $538.3K | 0.45% | +2,151+167.4% | Added |
| denkapparat Operations GmbH | 3,444 | $539.5K | 0.18% | +1,922+126.3% | Added |
| Orion Capital Management LLC | 3,447 | $540.0K | 0.17% | −238−6.5% | Reduced |
| Prota Financial, LLC | 3,312 | $540.6K | 0.36% | +253+8.3% | Added |
| Asset Dedication, LLC | 3,454 | $541.1K | 0.03% | −2,782−44.6% | Reduced |
| Net Worth Advisory Group | 3,455 | $541.2K | 0.14% | −100−2.8% | Reduced |
| Breakwater Capital Group | 3,457 | $541.6K | 0.07% | +2+0.1% | Added |
| Moss Adams Wealth Advisors LLC | 3,459 | $543.0K | 0.03% | +102+3.0% | Added |
| Aviso Wealth Management | 3,482 | $545.6K | 0.21% | +350+11.2% | Added |
| Sage Private Wealth Group, LLC | 3,483 | $545.7K | 0.25% | +180+5.4% | Added |
| Doliver Advisors, LP | 3,484 | $545.8K | 0.12% | −1,060−23.3% | Reduced |
| Watershed Asset Management, L.L.C. | 3,488 | $546.4K | 0.49% | +3,488 | New |
| Nwam LLC | 3,491 | $546.9K | 0.03% | +186+5.6% | Added |
| MCF Advisors LLC | 3,486 | $547.2K | 0.02% | +912+35.4% | Added |
| Wallace Advisory Group, LLC | 3,496 | $547.7K | 0.52% | +428+14.0% | Added |
| Simplicity Wealth,LLC | 3,504 | $549.0K | 0.02% | −1,203−25.6% | Reduced |
| Unify Financial Advisors | 3,509 | $549.7K | 0.51% | +818+30.4% | Added |
| BankPlus Trust Department | 3,512 | $550.2K | 0.13% | −7,970−69.4% | Reduced |
| White Pine Capital LLC | 3,517 | $551.0K | 0.13% | +967+37.9% | Added |
| T. Rowe Price Investment Management, Inc. | 3,528 | $553.0K | 0.00% | −1,042−22.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 3,537 | $554.1K | 0.03% | −4,120−53.8% | Reduced |
| LOM Asset Management Ltd | 3,537 | $554.1K | 0.14% | +211+6.3% | Added |
| Valmark Advisers, Inc. | 3,548 | $555.8K | 0.01% | −656−15.6% | Reduced |
| Rehmann Capital Advisory Group | 3,683 | $559.5K | 0.03% | −738−16.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,583 | $561.4K | 0.21% | −247−6.4% | Reduced |
| Essex Savings Bank | 3,590 | $562.4K | 0.12% | −650−15.3% | Reduced |
| B&L Asset Management LLC | 3,596 | $563.3K | 0.19% | −1,362−27.5% | Reduced |
| Stonebridge Financial Group, LLC | 3,609 | $566.0K | 0.08% | +3,609 | New |
| Concentrum Wealth Management | 3,622 | $567.3K | 0.14% | +1,292+55.5% | Added |
| BigSur Wealth Management LLC | 3,617 | $569.6K | 0.14% | −3,683−50.5% | Reduced |
| Copeland Capital Management, LLC | 3,643 | $570.7K | 0.01% | −76−2.0% | Reduced |
| Annex Advisory Services, LLC | 3,664 | $574.0K | 0.01% | −61,383−94.4% | Reduced |
| Alta Advisers Ltd | 3,670 | $574.9K | 0.13% | 00.0% | Unchanged |
| Spire Wealth Management | 3,683 | $577.0K | 0.02% | −757−17.0% | Reduced |
| IFG Advisory, LLC | 3,687 | $577.7K | 0.02% | +3,687 | New |
| Community Bank & Trust, Waco, Texas | 3,694 | $579.0K | 0.10% | +46+1.3% | Added |
| Quintet Private Bank (Europe) S.A. | 3,699 | $579.5K | 0.04% | −103−2.7% | Reduced |
| Alpha Family Trust | 3,710 | $581.2K | 0.23% | +775+26.4% | Added |
| Carson Advisory Inc. | 3,728 | $584.0K | 0.27% | +610+19.6% | Added |
| Howland Capital Management LLC | 3,723 | $584.9K | 0.02% | +7+0.2% | Added |
| Southeast Asset Advisors Inc. | 3,748 | $587.2K | 0.06% | +500+15.4% | Added |
| Bank Ozk | 3,754 | $588.1K | 0.17% | +244+7.0% | Added |
| Diversified Enterprises, LLC | 3,756 | $588.4K | 0.03% | −108−2.8% | Reduced |
| Kennebec Savings Bank | 3,760 | $589.0K | 0.47% | +105+2.9% | Added |
| Claro Advisors LLC | 3,762 | $589.3K | 0.06% | +13+0.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,778 | $591.9K | 0.07% | −150−3.8% | Reduced |
| Farmers National Bank | 3,787 | $593.3K | 0.12% | −273−6.7% | Reduced |
| Perpetual Ltd | 3,792 | $594.1K | 0.01% | −930−19.7% | Reduced |
| Dumont & Blake Investment Advisors LLC | 3,802 | $595.6K | 0.13% | −93−2.4% | Reduced |
| Act Wealth Management, LLC | 3,803 | $595.8K | 0.18% | +1,129+42.2% | Added |
| Adelphi Trust Co | 3,810 | $596.9K | 0.40% | −48−1.2% | Reduced |
| Strategic Advisors LLC | 3,819 | $598.2K | 0.13% | −154−3.9% | Reduced |
| Interchange Capital Partners, LLC | 3,821 | $598.5K | 0.11% | −938−19.7% | Reduced |
| Advyzon Investment Management, LLC | 3,827 | $599.6K | 0.04% | +20+0.5% | Added |
| Crescent Sterling, Ltd. | 3,830 | $600.0K | 0.54% | −553−12.6% | Reduced |
| Forefront Wealth Partners, LLC | 3,832 | $600.4K | 0.19% | +37+1.0% | Added |
| Red Reef Advisors LLC | 3,843 | $602.0K | 0.56% | −26−0.7% | Reduced |
| Dearborn Partners LLC | 3,845 | $602.4K | 0.03% | −265−6.4% | Reduced |
| Compass Ion Advisors, LLC | 3,856 | $604.2K | 0.05% | +3,856 | New |
| Portland Investment Counsel Inc. | 3,875 | $607.1K | 0.17% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 3,884 | $608.5K | 0.24% | −50−1.3% | Reduced |
| Wright Investors Service Inc | 3,885 | $608.6K | 0.17% | −8,251−68.0% | Reduced |
| Blueshift Asset Management, LLC | 3,893 | $609.9K | 0.14% | +3,893 | New |
| Personal Cfo Solutions, LLC | 3,886 | $610.5K | 0.09% | −15−0.4% | Reduced |
| Fox Run Management, L.L.C. | 3,898 | $610.7K | 0.10% | +3,898 | New |
| Principal Street Partners, LLC | 3,916 | $613.5K | 0.09% | +89+2.3% | Added |