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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 2,687 | $420.0K | 0.15% | +87+3.3% | Added |
| Wealth Advisors of Iowa, LLC | 2,692 | $421.8K | 0.11% | −196−6.8% | Reduced |
| Mayflower Financial Advisors, LLC | 2,695 | $422.3K | 0.04% | −255−8.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,696 | $422.3K | 0.05% | +52+2.0% | Added |
| John G Ullman & Associates Inc | 2,700 | $423.0K | 0.05% | −5,583−67.4% | Reduced |
| Triad Wealth Partners, LLC | 2,278 | $423.5K | 0.03% | +840+58.4% | Added |
| Chilton Capital Management LLC | 2,708 | $424.2K | 0.01% | −387−12.5% | Reduced |
| Manske Wealth Management | 2,710 | $424.5K | 0.11% | +2,710 | New |
| Clear Creek Financial Management, LLC | 2,717 | $425.7K | 0.03% | −121−4.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,709 | $425.8K | 0.02% | −2,222−45.1% | Reduced |
| Milford Funds Ltd | 2,720 | $426.1K | 0.01% | −493,262−99.5% | Reduced |
| VeraBank, N.A. | 2,720 | $426.1K | 0.07% | −1,601−37.1% | Reduced |
| Trillium Asset Management, LLC | 2,723 | $426.6K | 0.01% | −177−6.1% | Reduced |
| Diligent Investors, LLC | 2,724 | $426.8K | 0.10% | +391+16.8% | Added |
| BlackDiamond Wealth Management Inc. | 2,165 | $427.6K | 0.17% | +461+27.1% | Added |
| AlphaGrep UK Ltd | 2,731 | $427.8K | 0.13% | −636−18.9% | Reduced |
| Oder Investment Management, LLC | 2,737 | $428.8K | 0.29% | −156−5.4% | Reduced |
| Clear Trail Advisors, LLC | 2,746 | $430.2K | 0.07% | −101−3.5% | Reduced |
| Prosperity Consulting Group, LLC | 2,757 | $432.0K | 0.02% | −543−16.5% | Reduced |
| ORG Wealth Partners, LLC | 2,761 | $432.5K | 0.06% | −4−0.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 2,766 | $433.3K | 0.03% | −1,780−39.2% | Reduced |
| 111 Capital | 2,775 | $434.7K | 0.07% | +2,775 | New |
| Curbstone Financial Management Corp | 2,776 | $434.9K | 0.07% | −1,260−31.2% | Reduced |
| Proficio Capital Partners LLC | 2,788 | $436.8K | 0.02% | +2,788 | New |
| Fukoku Mutual Life Insurance Co | 2,806 | $439.6K | 0.03% | 00.0% | Unchanged |
| JSF Financial, LLC | 2,807 | $439.7K | 0.07% | +1,163+70.7% | Added |
| Capital Investment Counsel, Inc | 2,810 | $440.2K | 0.05% | +635+29.2% | Added |
| TBH Global Asset Management, LLC | 2,824 | $442.4K | 0.08% | +262+10.2% | Added |
| Cyndeo Wealth Partners, LLC | 2,826 | $442.8K | 0.02% | +184+7.0% | Added |
| Cornerstone Capital, Inc. | 2,833 | $443.8K | 0.04% | −273−8.8% | Reduced |
| S&CO Inc | 2,839 | $444.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,835 | $444.1K | 0.10% | −670−19.1% | Reduced |
| MOR Wealth Management, LLC | 2,844 | $445.5K | 0.18% | +588+26.1% | Added |
| Summit Financial Wealth Advisors, LLC | 2,846 | $445.8K | 0.06% | +2,846 | New |
| Abacus Wealth Partners, LLC | 2,846 | $445.8K | 0.05% | −5,428−65.6% | Reduced |
| Lewis Asset Management, LLC | 2,860 | $448.0K | 0.16% | −753−20.8% | Reduced |
| NBH Bank | 2,872 | $449.9K | 0.19% | +2,872 | New |
| Morey & Quinn Wealth Partners, LLC | 2,874 | $450.3K | 0.29% | −10.0% | Reduced |
| Congress Park Capital LLC | 2,875 | $450.4K | 0.12% | −576−16.7% | Reduced |
| 4WEALTH Advisors, Inc. | 2,852 | $450.5K | 0.35% | −37−1.3% | Reduced |
| Founders Grove Wealth Partners, LLC | 2,879 | $451.0K | 0.09% | +2,879 | New |
| Collaborative Capital Advisors LLC | 2,871 | $451.0K | 0.28% | +2,871 | New |
| First National Bank | 2,887 | $452.3K | 0.18% | −140−4.6% | Reduced |
| Mechanics Financial Corp | 2,892 | $453.1K | 0.16% | −71−2.4% | Reduced |
| Investment Partners Asset Management, Inc. | 2,895 | $453.5K | 0.25% | −665−18.7% | Reduced |
| Fjell Capital, LLC | 2,900 | $454.3K | 0.31% | −172−5.6% | Reduced |
| Factory Mutual Insurance Co | 2,900 | $454.3K | 0.00% | −400−12.1% | Reduced |
| Meridian Investment Counsel Inc. | 2,905 | $455.1K | 0.10% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 2,901 | $455.8K | 0.01% | +874+43.1% | Added |
| H&H Retirement Design & Management INC | 2,421 | $456.0K | 0.21% | +129+5.6% | Added |
| Maridea Wealth Management LLC | 2,911 | $456.0K | 0.05% | −350−10.7% | Reduced |
| Brio Consultants, LLC | 2,914 | $456.5K | 0.05% | +1,717+143.4% | Added |
| Newman Dignan & Sheerar, Inc. | 2,915 | $456.7K | 0.09% | −324−10.0% | Reduced |
| Perfromance Wealth Partners, LLC | 2,928 | $458.7K | 0.01% | −1,067−26.7% | Reduced |
| City State Bank | 2,930 | $459.0K | 0.11% | +9+0.3% | Added |
| Bienville Capital Management, LLC | 2,924 | $459.4K | 0.07% | 00.0% | Unchanged |
| GK Wealth Management LLC | 2,932 | $459.4K | 0.28% | +2,932 | New |
| Wisconsin Wealth Advisors, LLC | 2,937 | $460.2K | 0.39% | +980+50.1% | Added |
| Midwest Professional Planners, LTD. | 2,950 | $462.2K | 0.09% | −6,390−68.4% | Reduced |
| Kathmere Capital Management, LLC | 2,956 | $463.1K | 0.02% | +88+3.1% | Added |
| Carlson Financial, Inc. | 2,956 | $464.2K | 0.24% | −709−19.3% | Reduced |
| First Foundation Advisors | 2,965 | $464.5K | 0.02% | +171+6.1% | Added |
| Drive Wealth Management, LLC | 2,956 | $464.7K | 0.08% | −1,714−36.7% | Reduced |
| IKE Capital, LLC | 2,969 | $465.0K | 0.24% | −1,499−33.5% | Reduced |
| Silver Coast Investments LLC | 2,976 | $466.2K | 0.14% | +382+14.7% | Added |
| Cromwell Holdings LLC | 2,977 | $467.7K | 0.21% | +43+1.5% | Added |
| Purus Wealth Management, LLC | 3,003 | $470.4K | 0.13% | +157+5.5% | Added |
| Wellspring Financial Advisors, LLC | 3,010 | $471.6K | 0.03% | −2,416−44.5% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,030 | $474.7K | 0.32% | +92+3.1% | Added |
| Crown Wealth Group, LLC | 3,038 | $475.9K | 0.12% | +212+7.5% | Added |
| Prosperitas Financial LLC | 3,044 | $476.9K | 0.15% | +137+4.7% | Added |
| Worth Financial Advisory Group, LLC | 3,045 | $477.0K | 0.20% | +3,045 | New |
| Nicholas Hoffman & Company, LLC. | 3,060 | $479.3K | 0.01% | −274−8.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,082 | $482.9K | 0.03% | −34,694−91.8% | Reduced |
| Trust Point Inc. | 3,093 | $484.6K | 0.04% | +202+7.0% | Added |
| Carr Financial Group Corp | 3,111 | $487.4K | 0.11% | −324−9.4% | Reduced |
| Sunflower Bank, N.A. | 3,122 | $489.1K | 0.12% | +416+15.4% | Added |
| Pointe Capital Management LLC | 3,125 | $489.6K | 0.22% | −24−0.8% | Reduced |
| Florida Financial Advisors, LLC | 3,135 | $491.1K | 0.08% | −81−2.5% | Reduced |
| Sciencast Management LP | 3,136 | $491.3K | 0.10% | +3,136 | New |
| International Assets Investment Management, LLC | 3,013 | $491.8K | 0.03% | −1,289−30.0% | Reduced |
| Nabity-Jensen Investment Management Inc | 3,145 | $492.7K | 0.30% | −140−4.3% | Reduced |
| Oxford Financial Group Ltd | 3,149 | $493.4K | 0.02% | +12+0.4% | Added |
| University of Texas/Texas Am Investment Managment Co | 3,142 | $493.5K | 0.06% | +1,766+128.3% | Added |
| Pine Haven Investment Counsel, Inc | 3,152 | $493.8K | 0.33% | +30+1.0% | Added |
| XML Financial, LLC | 3,159 | $494.9K | 0.04% | −556−15.0% | Reduced |
| Waters Parkerson & Co., LLC | 3,165 | $495.8K | 0.02% | +700+28.4% | Added |
| New Republic Capital, LLC | 3,163 | $497.0K | 0.11% | +273+9.4% | Added |
| Lodestar Private Asset Management LLC | 3,173 | $497.1K | 0.04% | −429−11.9% | Reduced |
| StoneX Group Inc. | 3,166 | $497.2K | 0.02% | −512−13.9% | Reduced |
| Souders Financial Advisors | 3,179 | $498.1K | 0.05% | −1,028−24.4% | Reduced |
| Palacios Wealth Management, LLC | 3,183 | $498.6K | 0.29% | −72−2.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,189 | $499.6K | 0.03% | −395−11.0% | Reduced |
| Romano Brothers and Company | 3,191 | $499.9K | 0.05% | −10−0.3% | Reduced |
| Ponta Wealth Partners, LLC | 3,206 | $502.3K | 0.27% | +676+26.7% | Added |
| Waterloo Capital, L.P. | 3,207 | $502.4K | 0.03% | −485−13.1% | Reduced |
| United Advisor Group, LLC | 3,213 | $503.4K | 0.05% | +516+19.1% | Added |
| Abbot Financial Management, Inc. | 3,214 | $503.5K | 0.19% | −105−3.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,221 | $504.6K | 0.02% | −1,872−36.8% | Reduced |
| Tortuga Wealth Management, Inc | 3,224 | $505.4K | 0.38% | −269−7.7% | Reduced |