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 |
|---|---|---|---|---|---|
| COFG Advisors, LLC | 1,315 | $206.0K | 0.04% | −187−12.5% | Reduced |
| Core Alternative Capital | 1,318 | $206.5K | 0.06% | +203+18.2% | Added |
| Consolidated Capital Management, LLC | 1,318 | $206.6K | 0.06% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,320 | $207.0K | 0.08% | −213−13.9% | Reduced |
| Excalibur Management Corp | 1,322 | $207.0K | 0.07% | +126+10.5% | Added |
| BancFirst Trust & Investment Management | 1,311 | $207.0K | 0.09% | +1,311 | New |
| Wilson & Boucher Capital Management, LLC | 1,325 | $207.6K | 0.12% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,325 | $208.1K | 0.04% | +1,325 | New |
| TRB Wealth Management, LLC | 1,332 | $208.7K | 0.03% | −1,114−45.5% | Reduced |
| Bogart Wealth, LLC | 1,335 | $209.1K | 0.01% | +239+21.8% | Added |
| Sandy Cove Advisors, LLC | 1,344 | $210.5K | 0.05% | −111−7.6% | Reduced |
| BridgePort Financial Solutions, LLC | 1,344 | $210.5K | 0.05% | −2,013−60.0% | Reduced |
| SkyOak Wealth, LLC | 1,345 | $210.7K | 0.03% | +100+8.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,346 | $210.9K | 0.02% | −645−32.4% | Reduced |
| South Shore Capital Advisors | 1,346 | $210.9K | 0.14% | +189+16.3% | Added |
| Beck Bode, LLC | 1,351 | $211.6K | 0.03% | +1,351 | New |
| Cura Wealth Advisors, LLC | 1,351 | $211.7K | 0.09% | −100−6.9% | Reduced |
| Rogco, LP | 1,352 | $211.8K | 0.06% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,365 | $213.8K | 0.08% | −55−3.9% | Reduced |
| First American Trust, FSB | 1,366 | $213.8K | 0.01% | −237−14.8% | Reduced |
| Granite Harbor Advisors, Inc. | 1,366 | $214.0K | 0.08% | +126+10.2% | Added |
| Corps Capital Advisors, LLC | 1,368 | $214.4K | 0.17% | −2,877−67.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,370 | $214.6K | 0.00% | +208+17.9% | Added |
| Eagle Wealth Advisors LLC | 1,370 | $215.4K | 0.16% | −909−39.9% | Reduced |
| LJI Wealth Management, LLC | 1,376 | $215.6K | 0.03% | −65−4.5% | Reduced |
| Lionshead Wealth Management, LLC | 1,373 | $215.7K | 0.14% | −57−4.0% | Reduced |
| Swiss Re Ltd | 1,380 | $216.2K | 0.02% | +1,276+1,226.9% | Added |
| Stonebrook Private Inc. | 1,381 | $216.3K | 0.04% | −172−11.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 1,383 | $216.6K | 0.04% | +157+12.8% | Added |
| Livet Wealth, LLC | 1,384 | $216.8K | 0.13% | +39+2.9% | Added |
| Banco BTG Pactual S.A. | 1,389 | $217.6K | 0.03% | +1,389 | New |
| First Financial Bankshares Inc | 1,391 | $217.9K | 0.00% | −101−6.8% | Reduced |
| Franklin Street Advisors Inc | 1,395 | $218.5K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,397 | $218.9K | 0.06% | −1,439−50.7% | Reduced |
| Cardinal Point Capital Management, ULC | 1,400 | $219.3K | 0.01% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 1,403 | $219.8K | 0.03% | −175−11.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,410 | $220.9K | 0.07% | −75−5.1% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 1,410 | $220.9K | 0.01% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 1,415 | $221.7K | 0.09% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,415 | $221.7K | 0.12% | +85+6.4% | Added |
| S Harris Financial Group, LLC | 1,417 | $222.0K | 0.17% | −640−31.1% | Reduced |
| Greenfield Savings Bank | 1,419 | $222.3K | 0.08% | −1,189−45.6% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,420 | $222.5K | 0.02% | −271−16.0% | Reduced |
| TritonPoint Partners, LLC | 1,419 | $223.0K | 0.02% | +1,419 | New |
| Yarger Wealth Strategies, LLC | 1,366 | $223.1K | 0.08% | +274+25.1% | Added |
| Ewa, LLC | 1,425 | $223.3K | 0.04% | −706−33.1% | Reduced |
| Alpine Global Management, LLC | 1,426 | $223.4K | 0.04% | +1,426 | New |
| Armstrong, Fleming & Moore, Inc | 1,434 | $224.6K | 0.07% | −111−7.2% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,435 | $224.8K | 0.05% | −31−2.1% | Reduced |
| MJP Associates Inc | 1,443 | $226.1K | 0.02% | −275−16.0% | Reduced |
| 626 Financial, LLC | 1,446 | $226.5K | 0.09% | −722−33.3% | Reduced |
| Yoder Wealth Management, Inc. | 1,446 | $226.5K | 0.09% | +55+4.0% | Added |
| JM2 Capital Inc. | 1,450 | $227.2K | 0.16% | −256−15.0% | Reduced |
| Integrated Investment Consultants, LLC | 1,451 | $227.3K | 0.04% | −438−23.2% | Reduced |
| Bill Few Associates, Inc. | 1,456 | $228.2K | 0.05% | −78−5.1% | Reduced |
| Vanguard National Trust Co | 1,457 | $228.3K | 0.01% | +45+3.2% | Added |
| First National Bank Sioux Falls | 1,263 | $228.9K | 0.06% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 1,376 | $229.2K | 0.07% | −5−0.4% | Reduced |
| Archford Capital Strategies, LLC | 1,464 | $229.4K | 0.02% | −1,288−46.8% | Reduced |
| Salem Investment Counselors Inc | 1,461 | $229.6K | 0.01% | −93−6.0% | Reduced |
| Womack Financial LLC | 1,466 | $229.7K | 0.15% | −20−1.3% | Reduced |
| NWF Advisory Services Inc. | 1,466 | $229.7K | 0.02% | −168−10.3% | Reduced |
| Putney Financial Group LLC | 1,469 | $230.1K | 0.21% | −157−9.7% | Reduced |
| FSM Wealth Advisors, LLC | 1,472 | $230.7K | 0.02% | −1,352−47.9% | Reduced |
| Johnson Financial Group, LLC | 1,479 | $231.7K | 0.01% | −206−12.2% | Reduced |
| Beacon Financial Group | 1,481 | $232.1K | 0.02% | −203−12.1% | Reduced |
| Summit Wealth Group LLC | 1,483 | $232.3K | 0.02% | −245−14.2% | Reduced |
| Harfst & Associates, Inc. | 1,483 | $232.3K | 0.04% | −1,877−55.9% | Reduced |
| AdvisorNet Financial, Inc | 1,485 | $232.7K | 0.01% | +29+2.0% | Added |
| High Note Wealth, LLC | 1,488 | $233.1K | 0.04% | −111−6.9% | Reduced |
| Curated Wealth Partners LLC | 1,491 | $233.6K | 0.03% | −3,474−70.0% | Reduced |
| Peterson Wealth Services | 1,495 | $234.2K | 0.05% | +30+2.0% | Added |
| AAFMAA Wealth Management & Trust LLC | 1,497 | $234.5K | 0.08% | −3,700−71.2% | Reduced |
| Harbor Advisors LLC | 1,500 | $235.0K | 0.03% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 1,500 | $235.0K | 0.02% | −508−25.3% | Reduced |
| Pzena Investment Management LLC | 1,502 | $235.3K | 0.00% | +1,502 | New |
| Forum Finance Group S.A. | 1,867 | $236.0K | 0.08% | −651−25.9% | Reduced |
| Seeds Investor LLC | 1,507 | $236.1K | 0.02% | −295−16.4% | Reduced |
| Elevatus Welath Management | 1,510 | $236.6K | 0.06% | +436+40.6% | Added |
| Avenue 1 Advisors, LLC | 1,510 | $236.6K | 0.06% | +15+1.0% | Added |
| Griffin Asset Management, Inc. | 1,511 | $236.7K | 0.02% | +1,511 | New |
| Traveka Wealth, LLC | 1,520 | $238.1K | 0.08% | −140−8.4% | Reduced |
| Adapt Wealth Advisors, LLC | 1,520 | $238.1K | 0.08% | −238−13.5% | Reduced |
| Aspire Private Capital, LLC | 1,520 | $238.2K | 0.05% | +1,520 | New |
| Rollins Financial Advisors, LLC | 1,527 | $239.2K | 0.03% | −1,905−55.5% | Reduced |
| Waddell & Associates, LLC | 1,528 | $239.4K | 0.01% | −4,607−75.1% | Reduced |
| Indiana Trust & Investment Management CO | 1,528 | $239.4K | 0.07% | +520+51.6% | Added |
| Planning Alternatives Ltd | 1,530 | $239.7K | 0.03% | +1+0.1% | Added |
| Westerkirk Capital Inc. | 1,535 | $240.5K | 0.02% | 00.0% | Unchanged |
| 55 North Private Wealth, LLC | 1,538 | $240.9K | 0.05% | +1,538 | New |
| Uniting Wealth Partners, LLC | 1,534 | $241.0K | 0.05% | +186+13.8% | Added |
| Relyea Zuckerberg Hanson LLC | 1,539 | $241.1K | 0.02% | −1,648−51.7% | Reduced |
| Liberty One Investment Management, LLC | 1,541 | $241.5K | 0.02% | −2,423−61.1% | Reduced |
| Pioneer Wealth Management Group | 1,544 | $241.9K | 0.06% | +4+0.3% | Added |
| Accurate Wealth Management, LLC | 1,483 | $242.2K | 0.02% | −1,413−48.8% | Reduced |
| Eads & Heald Wealth Management | 1,547 | $242.4K | 0.12% | −175−10.2% | Reduced |
| CVA Family Office, LLC | 1,554 | $243.5K | 0.02% | −394−20.2% | Reduced |
| Sunpointe, LLC | 1,556 | $243.8K | 0.07% | −685−30.6% | Reduced |
| Princeton Global Asset Management LLC | 1,558 | $244.1K | 0.03% | +1,040+200.8% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 1,568 | $245.6K | 0.26% | −108−6.4% | Reduced |