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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 1,559 | $246.0K | 0.01% | −268−14.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,575 | $246.7K | 0.02% | −318−16.8% | Reduced |
| Wakefield Asset Management LLLP | 1,575 | $246.7K | 0.06% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,575 | $246.7K | 0.07% | +395+33.5% | Added |
| Laurel Oak Wealth Management, LLC | 1,576 | $246.9K | 0.04% | −384−19.6% | Reduced |
| Quent Capital, LLC | 1,578 | $247.1K | 0.02% | −430−21.4% | Reduced |
| Forza Wealth Management, LLC | 1,582 | $247.8K | 0.08% | +500+46.2% | Added |
| Traub Capital Management LLC | 1,583 | $248.0K | 0.22% | +1,583 | New |
| OneAscent Family Office, LLC | 1,585 | $248.3K | 0.13% | +238+17.7% | Added |
| Colonial Trust Co | 1,586 | $248.5K | 0.03% | −13−0.8% | Reduced |
| Arlington Partners LLC | 1,588 | $248.8K | 0.45% | +315+24.7% | Added |
| Shepherd Financial Partners LLC | 1,592 | $249.4K | 0.02% | −4,707−74.7% | Reduced |
| Sonata Capital Group Inc | 1,595 | $249.8K | 0.08% | +300+23.2% | Added |
| Bank of Stockton | 1,597 | $250.2K | 0.07% | −2−0.1% | Reduced |
| LexAurum Advisors, LLC | 1,598 | $250.3K | 0.03% | +18+1.1% | Added |
| Elkhorn Partners Limited Partnership | 1,600 | $250.7K | 0.21% | +300+23.1% | Added |
| Hilton Head Capital Partners, LLC | 1,608 | $251.8K | 0.13% | −2,481−60.7% | Reduced |
| Berger Financial Group, Inc | 1,619 | $253.6K | 0.01% | −120−6.9% | Reduced |
| Monetary Management Group Inc | 1,620 | $253.8K | 0.05% | −750−31.6% | Reduced |
| Corient IA LLC | 1,620 | $253.8K | 0.23% | 00.0% | Unchanged |
| Wynn Capital, LLC | 1,623 | $254.3K | 0.11% | +542+50.1% | Added |
| Hudson Portfolio Management LLC | 1,625 | $254.6K | 0.19% | +1,625 | New |
| Tyche Wealth Partners LLC | 1,626 | $254.7K | 0.04% | −91−5.3% | Reduced |
| Empirical Asset Management, LLC | 1,631 | $255.6K | 0.06% | −1,956−54.5% | Reduced |
| Family Management Corp | 1,632 | $255.7K | 0.03% | +1,632 | New |
| Marino, Stram & Associates LLC | 1,639 | $256.8K | 0.04% | −3−0.2% | Reduced |
| Daner Wealth Management, LLC | 1,275 | $256.8K | 0.14% | +10+0.8% | Added |
| Karras Company, Inc. | 1,654 | $259.1K | 0.23% | −2,252−57.7% | Reduced |
| Cynosure Management, LLC | 1,656 | $259.4K | 0.04% | +1,656 | New |
| Nichols & Pratt Advisers LLP | 1,657 | $259.6K | 0.02% | −690−29.4% | Reduced |
| Horizon Bancorp Inc | 1,657 | $260.0K | 0.12% | −24−1.4% | Reduced |
| May Hill Capital, LLC | 1,661 | $260.2K | 0.05% | −833−33.4% | Reduced |
| Langley Wealth Management, LLC | 1,661 | $260.2K | 0.25% | +1,661 | New |
| QTR Family Wealth, LLC | 1,665 | $260.8K | 0.09% | −5−0.3% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 1,665 | $260.9K | 0.14% | −134−7.4% | Reduced |
| Grandfield & Dodd, LLC | 1,666 | $261.0K | 0.01% | −3−0.2% | Reduced |
| Southern Financial Group, LLC | 1,672 | $262.1K | 0.07% | −148−8.1% | Reduced |
| Auxano Advisors, LLC | 1,676 | $262.6K | 0.05% | −28−1.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,681 | $263.4K | 0.06% | +229+15.8% | Added |
| Money Concepts Capital Corp | 1,682 | $263.4K | 0.01% | +1,682 | New |
| Capital Advantage, Inc. | 1,685 | $264.0K | 0.03% | −39−2.3% | Reduced |
| Octavia Wealth Advisors, LLC | 1,681 | $264.1K | 0.02% | −1,823−52.0% | Reduced |
| GLR Partners, LLC | 1,693 | $265.2K | 0.12% | +482+39.8% | Added |
| Retirement Income Solutions, Inc | 1,423 | $265.6K | 0.05% | 00.0% | Unchanged |
| RHS Financial, LLC | 1,700 | $266.3K | 0.11% | +1,700 | New |
| CV Advisors LLC | 1,700 | $266.3K | 0.05% | +1,700 | New |
| Park Capital Management, LLC | 1,700 | $266.3K | 0.16% | +1,700 | New |
| AssuredPartners Investment Advisors, LLC | 1,700 | $266.4K | 0.03% | +318+23.0% | Added |
| DLK Investment Management, LLC | 1,039 | $267.1K | 0.11% | −497−32.4% | Reduced |
| Bigelow Investment Advisors, LLC | 1,707 | $267.4K | 0.10% | +13+0.8% | Added |
| Encompass Wealth Advisors, LLC | 1,711 | $268.0K | 0.08% | −3−0.2% | Reduced |
| Kiley Juergens Wealth Management, LLC | 1,712 | $268.3K | 0.04% | −262−13.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,715 | $268.7K | 0.09% | +169+10.9% | Added |
| Anchyra Partners LLC | 1,716 | $268.8K | 0.06% | −482−21.9% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,717 | $269.0K | 0.03% | −243−12.4% | Reduced |
| Trilogy Capital Inc. | 1,719 | $269.3K | 0.01% | −968−36.0% | Reduced |
| Evolution Wealth Advisors, LLC | 1,728 | $270.7K | 0.03% | +83+5.0% | Added |
| Clarity Wealth Advisors, LLC | 1,742 | $272.9K | 0.05% | −54−3.0% | Reduced |
| PFC Capital Group, Inc. | 1,749 | $273.0K | 0.10% | −340−16.3% | Reduced |
| Davis R M Inc | 1,753 | $275.4K | 0.00% | −438−20.0% | Reduced |
| Montecito Bank & Trust | 1,758 | $275.4K | 0.04% | −1,611−47.8% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,762 | $276.1K | 0.03% | −69−3.8% | Reduced |
| Basecamp Wealth Advisors LLC | 1,763 | $276.2K | 0.05% | −509−22.4% | Reduced |
| Clark Financial Services Group Inc | 1,765 | $276.5K | 0.13% | +10+0.6% | Added |
| Alliance Wealth Advisors, LLC | 1,770 | $277.3K | 0.05% | −871−33.0% | Reduced |
| McHugh Group, LLC | 1,775 | $278.0K | 0.14% | −300−14.5% | Reduced |
| Arcataur Capital Management LLC | 1,778 | $278.5K | 0.07% | +125+7.6% | Added |
| Private Advisory Group LLC | 1,779 | $278.7K | 0.02% | −1,622−47.7% | Reduced |
| One Wealth Advisors, LLC | 1,780 | $278.9K | 0.03% | +1,780 | New |
| Meritas Wealth Management, LLC | 1,782 | $279.2K | 0.11% | +400+28.9% | Added |
| Core Wealth Advisors, Inc. | 1,783 | $279.3K | 0.06% | −1,155−39.3% | Reduced |
| Platform Technology Partners | 1,784 | $279.5K | 0.05% | −685−27.7% | Reduced |
| Spartan Wealth Advisory Services LLC | 1,786 | $279.7K | 0.02% | −1,045−36.9% | Reduced |
| Mizuho Markets Cayman LP | 1,786 | $279.8K | 0.01% | +550+44.5% | Added |
| Armis Advisers, LLC | 1,689 | $279.8K | 0.03% | −611−26.6% | Reduced |
| Jacobsen Capital Management | 1,788 | $280.1K | 0.08% | −265−12.9% | Reduced |
| McAdam, LLC | 1,789 | $280.2K | 0.01% | +22+1.2% | Added |
| Hilltop National Bank | 1,792 | $280.7K | 0.06% | −347−16.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,793 | $280.9K | 0.16% | +95+5.6% | Added |
| Activest Wealth Management | 1,795 | $281.2K | 0.05% | +971+117.8% | Added |
| GFG Capital, LLC | 1,797 | $281.5K | 0.08% | 00.0% | Unchanged |
| Mosley Wealth Management | 1,807 | $283.1K | 0.09% | −500−21.7% | Reduced |
| Gamco Investors, Inc. Et Al | 1,808 | $283.2K | 0.00% | −603−25.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,809 | $283.4K | 0.02% | −604−25.0% | Reduced |
| Accel Wealth Management | 1,812 | $283.8K | 0.06% | −86−4.5% | Reduced |
| FF Advisors,LLC | 1,814 | $284.2K | 0.11% | −40−2.2% | Reduced |
| Silver Oak Securities, Inc | 1,817 | $284.6K | 0.02% | −986−35.2% | Reduced |
| VisionPoint Advisory Group, LLC | 1,817 | $284.7K | 0.05% | +129+7.6% | Added |
| Wedge Capital Management L L P | 1,829 | $286.5K | 0.00% | −212−10.4% | Reduced |
| Integral Investment Advisors, Inc. | 1,831 | $286.9K | 0.06% | +298+19.4% | Added |
| Mathes Company, Inc. | 1,835 | $287.0K | 0.09% | +235+14.7% | Added |
| Investors Research Corp | 1,835 | $287.5K | 0.05% | −85−4.4% | Reduced |
| LVW Advisors, LLC | 1,837 | $287.8K | 0.02% | −1,225−40.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,840 | $288.3K | 0.02% | −379−17.1% | Reduced |
| Princeton Capital Management LLC | 1,840 | $288.3K | 0.07% | −32−1.7% | Reduced |
| Moment Partners, LLC | 1,845 | $289.9K | 0.05% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 1,851 | $290.0K | 0.14% | +1,851 | New |
| RD Lewis Holdings, Inc. | 1,466 | $290.7K | 0.22% | −120−7.6% | Reduced |
| Castlefield Investment Partners LLP | 1,861 | $291.5K | 0.20% | +332+21.7% | Added |
| Appleton Partners Inc | 1,865 | $292.0K | 0.02% | −95−4.8% | Reduced |