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 |
|---|---|---|---|---|---|
| Parsonex Advisory Services, Inc. | 11,516 | $1.80M | 1.57% | −53−0.5% | Reduced |
| Peloton Wealth Strategists | 11,540 | $1.81M | 0.67% | −5,438−32.0% | Reduced |
| AXS Investments LLC | 11,544 | $1.81M | 0.51% | −174−1.5% | Reduced |
| VestGen Advisors, LLC | 11,570 | $1.81M | 0.05% | −595−4.9% | Reduced |
| Nilsine Partners, LLC | 11,592 | $1.82M | 0.13% | +46+0.4% | Added |
| Kelly Lawrence W & Associates Inc | 11,593 | $1.82M | 0.39% | −300−2.5% | Reduced |
| Rezny Wealth Management, Inc. | 11,627 | $1.82M | 0.31% | +11,627 | New |
| Gladstone Institutional Advisory LLC | 11,635 | $1.82M | 0.06% | −1,705−12.8% | Reduced |
| Mattern Capital Management, LLC | 11,649 | $1.82M | 0.21% | +722+6.6% | Added |
| Atala Financial Inc | 11,652 | $1.83M | 1.11% | +220+1.9% | Added |
| New Hampshire Trust | 11,715 | $1.84M | 0.35% | −162−1.4% | Reduced |
| Texas Yale Capital Corp. | 11,739 | $1.84M | 0.04% | +6,780+136.7% | Added |
| Dillon & Associates Inc | 11,779 | $1.85M | 0.23% | −21,312−64.4% | Reduced |
| M. Kulyk & Associates, LLC | 11,838 | $1.85M | 0.30% | −10,170−46.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 11,822 | $1.86M | 0.42% | +341+3.0% | Added |
| American Financial Group Inc | 12,000 | $1.88M | 0.66% | −15,000−55.6% | Reduced |
| Caliber Wealth Management, LLC | 12,008 | $1.88M | 0.18% | +1,855+18.3% | Added |
| Atomi Financial Group, Inc. | 12,013 | $1.88M | 0.05% | −1,842−13.3% | Reduced |
| Aspiriant, LLC | 12,085 | $1.89M | 0.05% | +560+4.9% | Added |
| M Holdings Securities, Inc. | 11,900 | $1.90M | 0.26% | +22+0.2% | Added |
| KPP Advisory Services LLC | 12,124 | $1.90M | 0.24% | +329+2.8% | Added |
| Frec Markets, Inc. | 12,198 | $1.91M | 0.17% | +3,369+38.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 12,203 | $1.91M | 0.01% | +983+8.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 12,221 | $1.91M | 0.05% | +7,354+151.1% | Added |
| SummitTX Capital, L.P. | 12,270 | $1.92M | 0.05% | +12,270 | New |
| Capital Investment Advisors, LLC | 12,391 | $1.94M | 0.03% | −476−3.7% | Reduced |
| RMB Capital Management, LLC | 12,446 | $1.96M | 0.03% | −6,426−34.1% | Reduced |
| Ledyard National Bank | 12,487 | $1.96M | 0.16% | −2,344−15.8% | Reduced |
| Pictet North America Advisors SA | 12,510 | $1.96M | 0.17% | +6,110+95.5% | Added |
| Mirae Asset Securities (USA) Inc. | 12,535 | $1.96M | 0.09% | −37,574−75.0% | Reduced |
| Conscious Wealth Investments, LLC | 11,595 | $1.97M | 1.01% | −10,877−48.4% | Reduced |
| Howard Hughes Medical Institute | 12,612 | $1.98M | 0.44% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 11,900 | $1.98M | 0.31% | 00.0% | Unchanged |
| Wedmont Private Capital | 12,110 | $1.98M | 0.05% | −5,292−30.4% | Reduced |
| BCJ Capital Management, LLC | 12,678 | $1.99M | 0.10% | +2,222+21.3% | Added |
| Magnetar Financial LLC | 12,789 | $2.00M | 0.02% | +12,789 | New |
| Teamwork Financial Advisors, LLC | 12,912 | $2.02M | 0.19% | +1,893+17.2% | Added |
| Demars Financial Group, LLC | 12,920 | $2.02M | 0.56% | +2,264+21.2% | Added |
| Partners Capital Investment Group, LLP | 12,931 | $2.03M | 0.07% | −2,206−14.6% | Reduced |
| Sovran Advisors, LLC | 11,181 | $2.03M | 0.15% | −1,446−11.5% | Reduced |
| Winch Advisory Services, LLC | 12,969 | $2.03M | 0.42% | +495+4.0% | Added |
| Edentree Asset Management Ltd | 12,987 | $2.03M | 0.62% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 13,000 | $2.04M | 0.11% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 13,029 | $2.04M | 0.47% | +2,325+21.7% | Added |
| CFC Planning Co LLC | 13,078 | $2.05M | 1.21% | −652−4.7% | Reduced |
| IPG Investment Advisors LLC | 13,059 | $2.05M | 0.29% | −2,025−13.4% | Reduced |
| Legacy Financial Advisors, Inc. | 13,125 | $2.06M | 0.25% | +1,746+15.3% | Added |
| Chemistry Wealth Management LLC | 13,155 | $2.06M | 0.33% | +5,063+62.6% | Added |
| Financial Gravity Companies, Inc. | 13,170 | $2.06M | 0.33% | +13,170 | New |
| Pegasus Asset Management, Inc. | 13,179 | $2.06M | 0.59% | −11,777−47.2% | Reduced |
| AMG National Trust Bank | 13,187 | $2.07M | 0.04% | +5,330+67.8% | Added |
| Summit Global Investments | 13,227 | $2.07M | 0.11% | +6,849+107.4% | Added |
| Lecap Asset Management Ltd | 13,241 | $2.07M | 0.89% | +13,241 | New |
| Cornerstone Planning, LLC | 13,254 | $2.08M | 0.48% | +555+4.4% | Added |
| Rare Wolf Capital LLC | 13,314 | $2.09M | 1.34% | +3,859+40.8% | Added |
| AlTi Global, Inc. | 13,306 | $2.09M | 0.04% | −5,526−29.3% | Reduced |
| SFE Investment Counsel | 13,353 | $2.09M | 0.29% | −1,240−8.5% | Reduced |
| Zhang Financial LLC | 13,425 | $2.10M | 0.06% | −24−0.2% | Reduced |
| Canvas Wealth Advisors, LLC | 13,416 | $2.10M | 0.29% | +13,416 | New |
| PFG Investments, LLC | 13,459 | $2.11M | 0.08% | +2,242+20.0% | Added |
| Coastal Bridge Advisors, LLC | 13,476 | $2.11M | 0.13% | −242−1.8% | Reduced |
| Miracle Mile Advisors, LLC | 13,563 | $2.12M | 0.02% | −2,890−17.6% | Reduced |
| Cohen Investment Advisors LLC | 13,612 | $2.13M | 0.96% | +466+3.5% | Added |
| North Star Investment Management Corp. | 13,651 | $2.14M | 0.12% | +8,502+165.1% | Added |
| Hillman Capital Management, Inc. | 13,658 | $2.14M | 1.55% | +2,702+24.7% | Added |
| WealthShield Partners, LLC | 13,630 | $2.14M | 0.33% | +227+1.7% | Added |
| Nicollet Investment Management, Inc. | 13,703 | $2.15M | 0.66% | −306−2.2% | Reduced |
| Palumbo Wealth Management LLC | 13,718 | $2.15M | 0.46% | −688−4.8% | Reduced |
| Glen Eagle Advisors, LLC | 13,719 | $2.15M | 0.27% | +5,904+75.5% | Added |
| Penserra Capital Management LLC | 13,788 | $2.16M | 0.02% | −164,800−92.3% | Reduced |
| HBW Advisory Services LLC | 13,799 | $2.16M | 0.20% | +701+5.4% | Added |
| Trust Co of Toledo NA | 13,935 | $2.18M | 0.18% | −222−1.6% | Reduced |
| Modern Wealth Management, LLC | 13,953 | $2.19M | 0.03% | +8,622+161.7% | Added |
| Blackstone Group Inc. | 13,975 | $2.19M | 0.01% | +13,975 | New |
| Ocean Capital Management, LLC | 14,057 | $2.20M | 0.41% | −1,565−10.0% | Reduced |
| GTS Securities LLC | 14,081 | $2.21M | 0.05% | +10,367+279.1% | Added |
| Private Wealth Partners, LLC | 14,086 | $2.21M | 0.16% | −696−4.7% | Reduced |
| Convergence Financial, LLC | 14,117 | $2.21M | 0.18% | +6,624+88.4% | Added |
| Linscomb & Williams, Inc. | 14,132 | $2.21M | 0.10% | +601+4.4% | Added |
| Laurel Wealth Advisors LLC | 14,163 | $2.22M | 0.21% | +335+2.4% | Added |
| Quantbot Technologies LP | 14,184 | $2.22M | 0.09% | +976+7.4% | Added |
| Resources Management Corp | 14,322 | $2.24M | 0.28% | +418+3.0% | Added |
| TCW Group Inc | 14,345 | $2.25M | 0.02% | −1,776−11.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,259 | $2.25M | 0.04% | −2,172−14.1% | Reduced |
| Garrett Investment Advisors LLC | 14,431 | $2.26M | 0.17% | −494−3.3% | Reduced |
| Fluent Financial, LLC | 14,458 | $2.26M | 0.81% | +14,458 | New |
| Sagespring Wealth Partners, LLC | 14,459 | $2.27M | 0.03% | −2,534−14.9% | Reduced |
| Missouri Trust & Investment Co | 12,397 | $2.28M | 0.62% | +1,768+16.6% | Added |
| Adell Harriman & Carpenter Inc | 14,628 | $2.29M | 0.12% | −9,786−40.1% | Reduced |
| Meeder Advisory Services, Inc. | 14,641 | $2.29M | 0.08% | −1,209−7.6% | Reduced |
| Havemeyer Place LP | 14,671 | $2.30M | 0.23% | +14,671 | New |
| Bank Hapoalim BM | 14,741 | $2.31M | 0.16% | −1,018−6.5% | Reduced |
| J.W. Cole Advisors, Inc. | 14,746 | $2.31M | 0.04% | −474−3.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 14,817 | $2.33M | 0.06% | +7,014+89.9% | Added |
| Gateway Investment Advisers LLC | 14,867 | $2.33M | 0.02% | −2,441−14.1% | Reduced |
| Canandaigua National Bank & Trust Co | 14,900 | $2.33M | 0.20% | +14,900 | New |
| GAMMA Investing LLC | 14,953 | $2.34M | 0.09% | +57+0.4% | Added |
| Twin Capital Management Inc | 14,983 | $2.35M | 0.26% | +2,832+23.3% | Added |
| Truffle Hound Capital, LLC | 15,000 | $2.35M | 1.48% | +15,000 | New |
| Lafayette Investments, Inc. | 15,090 | $2.36M | 0.44% | +2,554+20.4% | Added |