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; 2,491 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
- 2,491
- −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
- 1,296 more reduced
41 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 | 2,491 | $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 |
|---|---|---|---|---|---|
| Paladin Advisory Group, LLC | 590 | $92.4K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 590 | $92.6K | 0.00% | −233−28.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 592 | $92.7K | 0.01% | +164+38.3% | Added |
| Byrne Asset Management LLC | 594 | $93.1K | 0.05% | −74−11.1% | Reduced |
| Financial Life Planners | 596 | $93.4K | 0.06% | +11+1.9% | Added |
| Globeflex Capital L P | 600 | $94.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 600 | $94.0K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 603 | $94.5K | 0.07% | +572+1,845.2% | Added |
| WPG Advisers, LLC | 610 | $95.6K | 0.06% | +367+151.0% | Added |
| Salomon & Ludwin, LLC | 594 | $97.0K | 0.01% | −9−1.5% | Reduced |
| SOA Wealth Advisors, LLC. | 619 | $97.0K | 0.02% | −118−16.0% | Reduced |
| Silver Grove Financial Group, Inc. | 619 | $97.0K | 0.05% | +604+4,026.7% | Added |
| Flagship Wealth Advisors, LLC | 625 | $97.9K | 0.02% | +617+7,712.5% | Added |
| Front Row Advisors LLC | 500 | $98.7K | 0.03% | −220−30.6% | Reduced |
| Operose Advisors LLC | 635 | $99.5K | 0.02% | −11−1.7% | Reduced |
| Richardson Financial Services Inc. | 637 | $99.8K | 0.06% | +15+2.4% | Added |
| Sittner & Nelson, LLC | 661 | $103.6K | 0.03% | −108−14.0% | Reduced |
| Timbuktu Capital Management, LLC | 672 | $105.3K | 0.16% | +672 | New |
| City Holding Co | 673 | $105.4K | 0.01% | +48+7.7% | Added |
| Meeder Asset Management Inc | 677 | $106.1K | 0.01% | +212+45.6% | Added |
| Owl Creek Wealth Partners LLC | 680 | $106.5K | 0.03% | −45−6.2% | Reduced |
| Allied Private Wealth LLC | 645 | $107.5K | 0.07% | +645 | New |
| Blume Capital Management, Inc. | 687 | $107.6K | 0.02% | +10+1.5% | Added |
| Strategic Investment Advisors | 691 | $108.3K | 0.01% | +96+16.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 697 | $109.2K | 0.15% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 709 | $111.1K | 0.04% | +81+12.9% | Added |
| Financial Network Wealth Advisors LLC | 738 | $115.6K | 0.12% | +93+14.4% | Added |
| Highline Wealth Partners LLC | 739 | $115.8K | 0.02% | +62+9.2% | Added |
| Cypress Capital Management LLC (WY) | 740 | $116.3K | 0.10% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 772 | $121.9K | 0.01% | −6,859−89.9% | Reduced |
| Burk Holdings LLC | 783 | $122.7K | 0.05% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,250 | $123.0K | 0.01% | +726+138.5% | Added |
| Truvestments Capital LLC | 792 | $124.0K | 0.02% | −315−28.5% | Reduced |
| Manchester Capital Management LLC | 795 | $124.5K | 0.02% | −33−4.0% | Reduced |
| Heritage Wealth Advisors | 799 | $125.2K | 0.00% | −112−12.3% | Reduced |
| OV Management LLC | 799 | $125.2K | 0.23% | −6−0.7% | Reduced |
| West Paces Advisors Inc. | 800 | $125.3K | 0.02% | +800 | New |
| Burkett Financial Services, LLC | 806 | $126.4K | 0.04% | +2+0.2% | Added |
| Axiom Investment Management LLC | 811 | $127.0K | 0.08% | −220−21.3% | Reduced |
| GoalVest Advisory LLC | 813 | $127.4K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 817 | $128.4K | 0.01% | +66+8.8% | Added |
| SHP Wealth Management | 824 | $129.1K | 0.01% | +248+43.1% | Added |
| DT Investment Partners, LLC | 837 | $131.1K | 0.01% | −45−5.1% | Reduced |
| TFC Financial Management | 838 | $131.3K | 0.01% | −768−47.8% | Reduced |
| United Community Bank | 843 | $132.1K | 0.04% | −1,165−58.0% | Reduced |
| Southern Michigan Bank & Trust | 857 | $134.3K | 0.05% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 724 | $135.1K | 0.01% | +724 | New |
| Rialto Wealth Management, LLC | 875 | $137.1K | 0.03% | −36−4.0% | Reduced |
| MPWM Advisory Solutions, LLC | 877 | $137.3K | 0.06% | +515+142.3% | Added |
| Gill Capital Partners, LLC | 880 | $137.9K | 0.04% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 883 | $138.3K | 0.02% | −10−1.1% | Reduced |
| First Command Advisory Services, Inc. | 890 | $139.5K | 0.00% | +61+7.4% | Added |
| Oakworth Capital, Inc. | 886 | $140.8K | 0.01% | +155+21.2% | Added |
| CrossGen Wealth, LLC | 915 | $143.3K | 0.11% | −1,004−52.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 916 | $143.5K | 0.02% | −387−29.7% | Reduced |
| One River Asset Management, LLC | 951 | $149.0K | 0.72% | −214−18.4% | Reduced |
| Golden State Wealth Management, LLC | 1,004 | $157.4K | 0.01% | +55+5.8% | Added |
| Elgethun Capital Management | 1,009 | $158.1K | 0.02% | +139+16.0% | Added |
| Kozak & Associates, Inc. | 969 | $158.1K | 0.03% | +3+0.3% | Added |
| Western Pacific Wealth Management, LP | 1,019 | $159.6K | 0.14% | −1,880−64.8% | Reduced |
| GFS Advisors, LLC | 23,753 | $161.0K | 0.02% | −11,472−32.6% | Reduced |
| NVWM, LLC | 752 | $162.0K | 0.03% | −2,926−79.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1,041 | $163.1K | 0.28% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,054 | $165.0K | 0.02% | +335+46.6% | Added |
| Wall Street Access Asset Management, LLC | 1,056 | $165.4K | 0.02% | +278+35.7% | Added |
| Vega Investment Solutions | 1,061 | $166.2K | 0.02% | −727−40.7% | Reduced |
| J.Safra Asset Management Corp | 1,072 | $167.9K | 0.01% | −1,121−51.1% | Reduced |
| Purpose Unlimited Inc. | 1,074 | $168.3K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,104 | $173.0K | 0.06% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,115 | $174.7K | 0.02% | −1−0.1% | Reduced |
| Evergreen Private Wealth LLC | 1,127 | $176.5K | 0.07% | 00.0% | Unchanged |
| Aviso Financial Inc. | 1,128 | $176.7K | 0.01% | +523+86.4% | Added |
| Capula Management Ltd | 1,133 | $177.5K | 0.00% | −12,922−91.9% | Reduced |
| First Financial Corp | 1,141 | $178.7K | 0.06% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,156 | $181.1K | 0.04% | +9+0.8% | Added |
| Acropolis Investment Management, LLC | 1,166 | $182.7K | 0.01% | −124−9.6% | Reduced |
| Innovative Asset Advisors Group, LLC | 1,173 | $184.4K | 0.08% | +627+114.8% | Added |
| American National Bank | 1,185 | $185.6K | 0.02% | −17−1.4% | Reduced |
| Northstar Asset Management LLC | 1,150 | $188.2K | 0.04% | +1,150 | New |
| Adirondack Trust Co | 1,208 | $189.2K | 0.06% | −60−4.7% | Reduced |
| Rossby Financial, LCC | 1,224 | $191.8K | 0.04% | −580−32.2% | Reduced |
| Avalon Trust Co | 1,243 | $194.7K | 0.01% | −800−39.2% | Reduced |
| Wolff Wiese Magana LLC | 1,243 | $194.7K | 0.09% | −66−5.0% | Reduced |
| Global Trust Asset Management, LLC | 1,252 | $196.2K | 0.06% | +401+47.1% | Added |
| Crewe Advisors LLC | 1,274 | $199.6K | 0.01% | +15+1.2% | Added |
| SlateStone Wealth, LLC | 1,278 | $200.0K | 0.02% | −62−4.6% | Reduced |
| Virtus Family Office LLC | 1,287 | $201.9K | 0.16% | +1,287 | New |
| Eurizon SLJ Capital Ltd | 1,289 | $201.9K | 0.07% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 1,290 | $202.1K | 0.07% | +45+3.6% | Added |
| Inspirion Wealth Advisors, LLC | 1,248 | $203.7K | 0.02% | +70+5.9% | Added |
| Isthmus Partners, LLC | 1,302 | $204.0K | 0.02% | +19+1.5% | Added |
| Kickstand Ventures, LLC. | 1,304 | $204.2K | 0.04% | +154+13.4% | Added |
| Vawter Financial, Ltd. | 1,304 | $204.3K | 0.08% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 1,305 | $204.5K | 0.02% | −206−13.6% | Reduced |
| LightSquare Wealth Management, LLC | 1,306 | $204.6K | 0.14% | +152+13.2% | Added |
| Oregon Pacific Wealth Management, LLC | 1,306 | $204.6K | 0.19% | −21−1.6% | Reduced |
| Balanced Rock Investment Advisor | 1,306 | $204.6K | 0.13% | −187−12.5% | Reduced |
| Cornerstone Advisory, LLC | 1,309 | $205.0K | 0.02% | −349−21.0% | Reduced |
| David J Yvars Group | 1,310 | $205.3K | 0.10% | −40−3.0% | Reduced |
| Scissortail Wealth Management, LLC | 1,313 | $205.7K | 0.04% | +69+5.5% | Added |