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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 1,868 | $292.6K | 0.04% | +470+33.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 721 | $293.6K | 0.09% | −1,042−59.1% | Reduced |
| Pacific Sage Partners, LLC | 1,875 | $293.8K | 0.04% | +75+4.2% | Added |
| Inceptionr LLC | 1,884 | $295.1K | 0.07% | −491−20.7% | Reduced |
| Rexford Capital Inc | 1,885 | $295.3K | 0.18% | −171−8.3% | Reduced |
| American Alpha Advisors, LLC | 1,886 | $295.5K | 0.17% | +5+0.3% | Added |
| Broadway Wealth Solutions, Inc. | 1,886 | $295.5K | 0.14% | −141−7.0% | Reduced |
| Global Assets Advisory, LLC | 1,798 | $295.6K | 0.06% | +173+10.6% | Added |
| Monticello Wealth Management, LLC | 1,896 | $297.0K | 0.02% | +808+74.3% | Added |
| Csenge Advisory Group | 1,896 | $297.1K | 0.01% | −313−14.2% | Reduced |
| Klingman & Associates, LLC | 1,897 | $297.2K | 0.01% | −437−18.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,897 | $297.2K | 0.06% | −886−31.8% | Reduced |
| AGH Wealth Advisors, LLC | 1,900 | $297.7K | 0.19% | −117−5.8% | Reduced |
| Synergy Financial Group, LTD | 1,910 | $299.3K | 0.22% | −111−5.5% | Reduced |
| Talon Private Wealth, LLC | 1,912 | $299.5K | 0.04% | −2,348−55.1% | Reduced |
| Gateway Wealth Partners, LLC | 1,915 | $300.0K | 0.02% | −1,766−48.0% | Reduced |
| Liberty Wealth Management LLC | 1,611 | $300.6K | 0.04% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 1,920 | $300.7K | 0.05% | −202−9.5% | Reduced |
| V2 Financial group LLC | 1,924 | $301.4K | 0.11% | −21−1.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,918 | $301.4K | 0.02% | +51+2.7% | Added |
| Beckerman Institutional, LLC | 1,929 | $302.2K | 0.14% | +8+0.4% | Added |
| Verus Capital Partners, LLC | 1,929 | $302.2K | 0.02% | −225−10.4% | Reduced |
| DRH Investments, Inc. | 1,929 | $302.2K | 0.24% | +1,929 | New |
| WBH Advisory Inc | 1,933 | $302.8K | 0.02% | −20−1.0% | Reduced |
| Matters Capital LLC | 1,936 | $303.3K | 0.21% | −2,614−57.5% | Reduced |
| New Insight Wealth Advisors | 1,947 | $305.0K | 0.09% | −222−10.2% | Reduced |
| Sentinus, LLC | 1,950 | $305.5K | 0.02% | −1,764−47.5% | Reduced |
| Atlantic Trust, LLC | 1,953 | $305.9K | 0.04% | −280−12.5% | Reduced |
| Paragon Private Wealth Management, LLC | 1,953 | $306.1K | 0.08% | −3,182−62.0% | Reduced |
| HCR Wealth Advisors | 1,978 | $309.9K | 0.03% | −91−4.4% | Reduced |
| Strait & Sound Wealth Management LLC | 1,986 | $311.2K | 0.11% | −739−27.1% | Reduced |
| Bingham Private Wealth, LLC | 1,987 | $311.3K | 0.21% | −94−4.5% | Reduced |
| SS&H Financial Advisors, Inc. | 2,000 | $313.0K | 0.08% | +2,000 | New |
| SmartHarvest Portfolios, LLC | 1,998 | $313.0K | 0.10% | −608−23.3% | Reduced |
| Alley Investment Management Company, LLC | 2,000 | $313.3K | 0.04% | 00.0% | Unchanged |
| Claret Asset Management Corp | 2,005 | $314.0K | 0.03% | +379+23.3% | Added |
| China Universal Asset Management Co., Ltd. | 2,000 | $314.1K | 0.02% | +2,000 | New |
| Winthrop Advisory Group LLC | 2,002 | $314.7K | 0.02% | +91+4.8% | Added |
| Madison Park Capital Advisors, LLC | 1,899 | $314.7K | 0.22% | +384+25.3% | Added |
| Hazlett, Burt & Watson, Inc. | 2,022 | $316.0K | 0.08% | −343−14.5% | Reduced |
| Latko Wealth Management, Ltd. | 2,018 | $316.2K | 0.13% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,022 | $317.7K | 0.01% | −48−2.3% | Reduced |
| Palisade Capital Management LLC | 2,029 | $317.9K | 0.01% | −88−4.2% | Reduced |
| Tranquility Partners, LLC | 2,034 | $318.6K | 0.11% | −474−18.9% | Reduced |
| PeakShares LLC | 2,040 | $319.6K | 0.24% | −6,030−74.7% | Reduced |
| Harmony Asset Management LLC | 2,046 | $320.6K | 0.09% | −107−5.0% | Reduced |
| Sanders Morris Harris LLC | 2,047 | $320.7K | 0.19% | −7,510−78.6% | Reduced |
| Benin Management CORP | 2,050 | $321.2K | 0.07% | −20−1.0% | Reduced |
| Chicago Trust Co NA | 2,056 | $322.1K | 0.05% | −1,117−35.2% | Reduced |
| Great Lakes Advisors, LLC | 2,056 | $322.1K | 0.00% | +583+39.6% | Added |
| Cape Ann Savings Bank | 2,059 | $322.6K | 0.15% | −110−5.1% | Reduced |
| Keynote Financial Services LLC | 2,059 | $322.6K | 0.15% | +2,059 | New |
| Epiq Partners, LLC | 2,061 | $322.9K | 0.14% | +477+30.1% | Added |
| Cornerstone Select Advisors, LLC | 2,062 | $323.0K | 0.14% | −718−25.8% | Reduced |
| Consilio Wealth Advisors, LLC | 2,063 | $323.2K | 0.08% | −58−2.7% | Reduced |
| CoreCap Advisors, LLC | 2,076 | $325.2K | 0.01% | −565−21.4% | Reduced |
| Signature Wealth Management Partners, LLC | 2,076 | $325.2K | 0.15% | +455+28.1% | Added |
| Van Diest Capital, LLC | 2,083 | $326.2K | 0.29% | −2,286−52.3% | Reduced |
| Cascades Capital Asset Management, LLC | 2,083 | $326.3K | 0.12% | −93−4.3% | Reduced |
| Financial Enhancement Group LLC | 2,085 | $326.6K | 0.04% | +37+1.8% | Added |
| TFR Capital, LLC. | 2,090 | $327.4K | 0.09% | −741−26.2% | Reduced |
| Strategic Blueprint, LLC | 2,094 | $328.0K | 0.02% | −112−5.1% | Reduced |
| SPWM Advisors LLC | 1,922 | $328.3K | 0.30% | −680−26.1% | Reduced |
| Keebeck Wealth Management, LLC | 2,096 | $329.3K | 0.03% | +2,096 | New |
| Financial Advisory Service, Inc. | 2,111 | $330.8K | 0.02% | −1,201−36.3% | Reduced |
| Davis Investment Partners, LLC | 2,119 | $332.0K | 0.10% | −522−19.8% | Reduced |
| Tannin Capital LLC | 2,121 | $332.3K | 0.22% | +260+14.0% | Added |
| OneAscent Financial Services LLC | 2,124 | $332.8K | 0.02% | −588−21.7% | Reduced |
| Mirador Capital Partners LP | 2,130 | $333.6K | 0.04% | −482−18.5% | Reduced |
| Cascade Investment Group, Inc. | 2,130 | $333.7K | 0.19% | −1,522−41.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,131 | $333.9K | 0.03% | +170+8.7% | Added |
| Clark Capital Management Group, Inc. | 2,132 | $333.9K | 0.00% | −20,802−90.7% | Reduced |
| Northern Lights Advisors, Inc. | 2,133 | $334.1K | 0.18% | +29+1.4% | Added |
| Advisor Resource Council | 2,019 | $334.4K | 0.11% | −123−5.7% | Reduced |
| Van Hulzen Asset Management, LLC | 2,136 | $334.6K | 0.02% | +901+73.0% | Added |
| London & Capital Asset Management Ltd | 2,139 | $335.2K | 0.00% | −3,821−64.1% | Reduced |
| ZWJ Investment Counsel Inc | 2,163 | $338.8K | 0.01% | +2,163 | New |
| Ipswich Investment Management Co., Inc. | 2,168 | $339.6K | 0.07% | −197−8.3% | Reduced |
| Quadcap Wealth Management, LLC | 2,168 | $339.7K | 0.03% | +33+1.5% | Added |
| Agate Pass Investment Management, LLC | 2,171 | $340.2K | 0.13% | −3,531−61.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 2,177 | $341.0K | 0.04% | −150−6.4% | Reduced |
| MN Wealth Advisors, LLC | 2,178 | $341.3K | 0.15% | −724−24.9% | Reduced |
| Meadowbrook Advisors Group, LLC | 2,179 | $341.4K | 0.18% | −1,200−35.5% | Reduced |
| Icon Wealth Advisors, LLC | 2,181 | $341.7K | 0.02% | −3,722−63.1% | Reduced |
| Acorns Advisers, LLC | 2,183 | $342.0K | 0.00% | +448+25.8% | Added |
| Cambient Family Office, LLC | 2,178 | $342.2K | 0.04% | −18−0.8% | Reduced |
| Greykasell Wealth Strategies, Inc. | 2,187 | $342.6K | 0.12% | −784−26.4% | Reduced |
| Wrapmanager Inc | 2,191 | $343.2K | 0.11% | −225−9.3% | Reduced |
| Calton & Associates, Inc. | 2,193 | $343.6K | 0.05% | −337−13.3% | Reduced |
| Beacon Financial Advisory LLC | 2,194 | $343.7K | 0.07% | −731−25.0% | Reduced |
| Great Diamond Partners, LLC | 2,195 | $343.9K | 0.06% | −7−0.3% | Reduced |
| Essex Financial Services, Inc. | 2,201 | $344.8K | 0.02% | −3,009−57.8% | Reduced |
| Greenwich Wealth Management LLC | 2,203 | $345.0K | 0.01% | −112−4.8% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,208 | $345.9K | 0.10% | −133−5.7% | Reduced |
| Lauer Wealth, LLC | 2,065 | $346.0K | 0.24% | +2,065 | New |
| Pines Wealth Management, LLC | 2,211 | $346.4K | 0.10% | −52−2.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 2,211 | $346.4K | 0.08% | −1,048−32.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,213 | $346.7K | 0.02% | −2,298−50.9% | Reduced |
| Intellectus Partners, LLC | 2,207 | $347.0K | 0.06% | −229−9.4% | Reduced |
| Summa Corp. | 2,218 | $347.5K | 0.11% | −353−13.7% | Reduced |