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 |
|---|---|---|---|---|---|
| State of Wyoming | 3,917 | $613.6K | 0.06% | +562+16.8% | Added |
| Keel Point, LLC | 3,920 | $614.2K | 0.04% | −1,145−22.6% | Reduced |
| Zions Bancorporation, National Association | 3,929 | $615.5K | 0.04% | −157−3.8% | Reduced |
| Financial Engines Advisors L.L.C. | 3,934 | $616.3K | 0.00% | −367−8.5% | Reduced |
| LCM Capital Management Inc | 3,948 | $618.5K | 0.27% | +73+1.9% | Added |
| Roxbury Financial LLC | 3,949 | $618.6K | 0.49% | +590+17.6% | Added |
| Emprise Bank | 3,958 | $620.1K | 0.23% | −112−2.8% | Reduced |
| Key Client Fiduciary Advisors, LLC | 3,962 | $620.7K | 0.18% | −42−1.0% | Reduced |
| Sidoxia Capital Management, LLC | 3,966 | $621.3K | 0.46% | +58+1.5% | Added |
| Meyer Handelman Co | 3,975 | $622.7K | 0.02% | −10,735−73.0% | Reduced |
| Capital Performance Advisors LLP | 3,977 | $623.0K | 0.04% | −2,624−39.8% | Reduced |
| Aldebaran Financial Inc. | 3,984 | $624.1K | 0.51% | −99−2.4% | Reduced |
| Berkshire Bank | 3,988 | $624.8K | 0.12% | −290−6.8% | Reduced |
| Voleon Capital Management LP | 3,990 | $625.1K | 0.01% | +55+1.4% | Added |
| Sierra Capital LLC | 3,998 | $626.3K | 0.06% | −213−5.1% | Reduced |
| Sargent Investment Group, LLC | 4,008 | $627.9K | 0.08% | +35+0.9% | Added |
| Central Valley Advisors, LLC | 4,022 | $630.3K | 0.16% | −646−13.8% | Reduced |
| Arrowroot Family Office, LLC | 4,037 | $632.5K | 0.18% | −381−8.6% | Reduced |
| Ark Wealth Advisors LLC | 4,040 | $632.9K | 0.56% | +1,984+96.5% | Added |
| Central Bank & Trust Co | 4,042 | $633.2K | 0.09% | +10+0.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,043 | $633.3K | 0.01% | −1,133−21.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,044 | $634.0K | 0.14% | +4,044 | New |
| Bridges Investment Management Inc | 4,047 | $634.0K | 0.01% | +12+0.3% | Added |
| Brucke Financial, Inc. | 4,064 | $636.7K | 0.28% | −47−1.1% | Reduced |
| Crux Wealth Advisors | 4,090 | $640.7K | 0.22% | −96−2.3% | Reduced |
| Arista Wealth Management, LLC | 4,096 | $641.7K | 0.07% | −847−17.1% | Reduced |
| Ecofi Investissements SA | 4,100 | $642.1K | 2.30% | +400+10.8% | Added |
| Sagewood Asset Management LP | 4,100 | $642.3K | 0.15% | +2,933+251.3% | Added |
| Bond & Devick Financial Network, Inc. | 4,113 | $644.3K | 0.16% | −724−15.0% | Reduced |
| Harbor Investment Advisory, LLC | 4,152 | $650.5K | 0.05% | −51−1.2% | Reduced |
| Fiduciary Family Office, LLC | 4,153 | $650.6K | 0.16% | +1,962+89.5% | Added |
| Arbor Capital Management Inc | 3,705 | $651.1K | 0.64% | −389−9.5% | Reduced |
| MONECO Advisors, LLC | 4,164 | $652.4K | 0.04% | −15−0.4% | Reduced |
| Ausdal Financial Partners, Inc. | 4,170 | $653.4K | 0.03% | −999−19.3% | Reduced |
| Stratos Wealth Advisors, LLC | 4,171 | $653.5K | 0.04% | −28,102−87.1% | Reduced |
| PW Nova Financial Services LLC | 4,174 | $653.9K | 0.14% | −25−0.6% | Reduced |
| Quotient Wealth Partners, LLC | 4,190 | $656.4K | 0.02% | −468−10.0% | Reduced |
| Itau Unibanco Holding S.A. | 4,190 | $656.4K | 0.01% | +3,522+527.2% | Added |
| Cape Investment Advisory, Inc. | 4,196 | $657.3K | 0.18% | −412−8.9% | Reduced |
| Kampmann Melissa S. | 4,240 | $664.2K | 0.50% | −2,374−35.9% | Reduced |
| Tred Avon Family Wealth, LLC | 4,256 | $666.7K | 0.20% | −157−3.6% | Reduced |
| WJ Financial Advisors LLC | 4,275 | $669.7K | 0.49% | −12−0.3% | Reduced |
| Element Pointe Advisors, LLC | 4,287 | $671.6K | 0.11% | +4,287 | New |
| Boston Private Wealth LLC | 4,295 | $672.9K | 0.04% | −60−1.4% | Reduced |
| Hikari Tsushin, Inc. | 4,298 | $673.3K | 0.04% | +7+0.2% | Added |
| Cidel Asset Management Inc | 4,318 | $676.5K | 0.03% | +831+23.8% | Added |
| Heritage Trust Co | 4,325 | $677.6K | 0.06% | −520−10.7% | Reduced |
| Probity Advisors, Inc. | 4,331 | $678.5K | 0.10% | +113+2.7% | Added |
| Acorn Financial Advisory Services Inc | 4,332 | $678.6K | 0.09% | −663−13.3% | Reduced |
| Confluence Wealth Services, Inc. | 4,337 | $679.3K | 0.02% | −1,468−25.3% | Reduced |
| ProVise Management Group, LLC | 4,342 | $680.2K | 0.05% | −1,239−22.2% | Reduced |
| Willow Creek Capital Management, Inc. | 4,343 | $680.4K | 0.66% | +4,343 | New |
| Capital Advisors Inc | 4,344 | $680.5K | 0.01% | +1,999+85.2% | Added |
| Persium Advisors, LLC | 4,347 | $681.0K | 0.44% | +653+17.7% | Added |
| Navellier & Associates Inc | 4,348 | $681.2K | 0.05% | −73−1.7% | Reduced |
| Minot DeBlois Advisors LLC | 4,358 | $682.7K | 0.59% | −23−0.5% | Reduced |
| BIP Wealth, LLC | 4,363 | $683.5K | 0.02% | −1,318−23.2% | Reduced |
| Delta Financial Advisors LLC | 4,368 | $684.3K | 0.16% | −397−8.3% | Reduced |
| Delaney Capital Management Ltd. | 4,372 | $684.9K | 0.11% | +4,372 | New |
| Everhart Financial Group, Inc. | 4,379 | $686.0K | 0.04% | −2,071−32.1% | Reduced |
| TownSquare Capital, LLC | 4,380 | $686.1K | 0.13% | +225+5.4% | Added |
| Fairscale Capital, LLC | 4,378 | $687.9K | 0.41% | −253−5.5% | Reduced |
| Richmond Brothers, Inc. | 4,397 | $688.8K | 0.36% | +4,397 | New |
| Garde Capital, Inc. | 4,398 | $689.0K | 0.03% | −2,422−35.5% | Reduced |
| KRS Capital Management, LLC | 4,398 | $689.1K | 0.32% | −338−7.1% | Reduced |
| IMA Wealth, Inc. | 4,391 | $689.9K | 0.04% | −1,652−27.3% | Reduced |
| Tempo Wealth, LLC | 4,404 | $689.9K | 0.10% | +213+5.1% | Added |
| Evelyn Partners Group Ltd | 4,410 | $690.9K | 0.01% | +4,410 | New |
| Guardian Wealth Advisors, LLC | 4,412 | $691.2K | 0.04% | +317+7.7% | Added |
| Simplify Asset Management Inc. | 4,420 | $692.4K | 0.01% | +4,420 | New |
| Mather Group, LLC. | 4,428 | $693.7K | 0.01% | −155−3.4% | Reduced |
| Shum Financial Group, Inc. | 4,431 | $694.2K | 0.42% | +168+3.9% | Added |
| Garden State Investment Advisory Services LLC | 4,430 | $694.5K | 0.14% | +2,388+116.9% | Added |
| Oslo Pensjonsforsikring AS | 4,435 | $694.8K | 0.08% | −566−11.3% | Reduced |
| Allred Capital Management, LLC | 4,453 | $697.6K | 0.23% | −83−1.8% | Reduced |
| bLong Financial, LLC | 4,453 | $697.6K | 0.45% | 00.0% | Unchanged |
| National Philanthropic Trust | 4,467 | $699.8K | 0.01% | +48+1.1% | Added |
| Newbridge Financial Services Group, Inc. | 4,474 | $700.8K | 0.09% | +2,950+193.6% | Added |
| True North Advisors, LLC | 4,474 | $701.0K | 0.07% | +2,200+96.7% | Added |
| Fiduciary Group LLC | 4,486 | $702.8K | 0.06% | −318−6.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 4,500 | $705.0K | 1.02% | +4,500 | New |
| Key Financial Inc | 4,504 | $705.6K | 0.12% | −65−1.4% | Reduced |
| Cypress Advisory Group LLC | 4,506 | $705.9K | 0.55% | −300−6.2% | Reduced |
| Cornerstone Wealth Group, LLC | 4,515 | $707.2K | 0.04% | +766+20.4% | Added |
| Karani Asset Management LLC | 4,523 | $708.6K | 0.51% | +44+1.0% | Added |
| L2 Asset Management, LLC | 4,524 | $708.7K | 0.07% | −388−7.9% | Reduced |
| Unified Investment Management | 4,525 | $708.9K | 0.66% | −418−8.5% | Reduced |
| TIAA Wealth Investment Management LLC | 4,526 | $709.1K | 0.00% | +1,517+50.4% | Added |
| Heritage Wealth Management, Inc. | 4,528 | $709.4K | 0.18% | −988−17.9% | Reduced |
| Milestone Asset Management, LLC | 4,542 | $711.6K | 0.11% | −13,289−74.5% | Reduced |
| BSW Wealth Partners | 4,555 | $713.6K | 0.08% | +190+4.4% | Added |
| Arbor Trust Wealth Advisors, LLC | 4,579 | $717.3K | 0.29% | −1,674−26.8% | Reduced |
| Fiduciary Financial Group, LLC | 4,581 | $717.7K | 0.08% | +70+1.6% | Added |
| Pure Financial Advisors, Inc. | 4,585 | $718.2K | 0.01% | +2,059+81.5% | Added |
| Rossmore Private Capital | 4,569 | $718.8K | 0.06% | −4,409−49.1% | Reduced |
| Wincap Financial LLC | 4,592 | $719.4K | 0.39% | +314+7.3% | Added |
| Tulsa Wealth Advisors, INC | 4,602 | $721.0K | 0.10% | −573−11.1% | Reduced |
| Field & Main Bank | 4,630 | $725.3K | 0.15% | −1,635−26.1% | Reduced |
| Options Solutions, LLC | 4,640 | $726.9K | 0.52% | −1,330−22.3% | Reduced |
| Canopy Partners, LLC | 4,642 | $727.2K | 0.22% | −1,513−24.6% | Reduced |