Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,493 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: 2,493; −162 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: 183; 826 more added
Sold out: 345; 1,296 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.

Institutional holdersQ2 2026: 2,493 institutions

Value heldQ2 2026: $109.5B

Institutions holding CRM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,493	$109.5B
Q1 2026	2,695	$137.9B
Q4 2025	2,958	$201.9B
Q3 2025	2,815	$179.8B
Q2 2025	2,959	$210.0B
Q1 2025	2,955	$209.1B
Q4 2024	3,109	$258.7B
Q3 2024	2,656	$209.1B
Q2 2024	2,629	$198.8B
Q1 2024	2,768	$235.7B
Q4 2023	2,600	$204.8B
Q3 2023	2,293	$155.1B
Q2 2023	2,300	$161.7B
Q1 2023	2,182	$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.

Institutions holding CRM in Q2 2026
Institution	Value	% of portfolio	Change in shares	Action
White Wing Wealth Management	$0	0.00%	−3,062−100.0%	Sold out
Sage Rhino Capital LLC	$0	0.00%	−3,048−100.0%	Sold out
Intesa Sanpaolo S.p.A.	$0	0.00%	−3,000−100.0%	Sold out
Fundamentun, LLC	$0	0.00%	−2,949−100.0%	Sold out
Northern Financial Advisors Inc	$0	0.00%	−2,939−100.0%	Sold out
YHB Investment Advisors, Inc.	$0	0.00%	−2,903−100.0%	Sold out
Warm Springs Advisors Inc.	$0	0.00%	−2,862−100.0%	Sold out
Bridgefront Capital, LLC	$0	0.00%	−2,818−100.0%	Sold out
International Private Wealth Advisors LLC	$0	0.00%	−2,768−100.0%	Sold out
BankPlus Wealth Management LLC	$0	0.00%	−2,704−100.0%	Sold out
Tucker Asset Management LLC	$0	0.00%	−2,633−100.0%	Sold out
Board of the Pension Protection Fund	$0	0.00%	−2,500−100.0%	Sold out
TIG Advisors, LLC	$0	0.00%	−2,499−100.0%	Sold out
Abel Hall, LLC	$0	0.00%	−2,464−100.0%	Sold out
Argentarii, LLC	$0	0.00%	−2,416−100.0%	Sold out
Bank of Jackson Hole Trust	$0	0.00%	−2,414−100.0%	Sold out
Mma Asset Management LLC	$0	0.00%	−2,387−100.0%	Sold out
Brady Family Wealth, LLC	$0	0.00%	−2,369−100.0%	Sold out
Axim Planning & Wealth	$0	0.00%	−2,292−100.0%	Sold out
KWB Wealth	$0	0.00%	−1,561−100.0%	Sold out
Severin Investments, LLC	$0	0.00%	−2,190−100.0%	Sold out
American State Bank (Iowa)	$0	0.00%	−2,143−100.0%	Sold out
Laffer Tengler Investments	$0	0.00%	−2,117−100.0%	Sold out
a16z Perennial Management, L.P.	$0	0.00%	−2,117−100.0%	Sold out
Windsor Capital Management, LLC	$0	0.00%	−2,055−100.0%	Sold out
Willner & Heller, LLC	$0	0.00%	−2,039−100.0%	Sold out
Runnymede Capital Advisors, Inc.	$0	0.00%	−2,030−100.0%	Sold out
Pathfinder Wealth Consulting, Inc.	$0	0.00%	−2,020−100.0%	Sold out
Perennial Advisors, LLC	$0	0.00%	−2,014−100.0%	Sold out
Intercapital, LLC	$0	0.00%	−2,000−100.0%	Sold out
Leavell Investment Management, Inc.	$0	0.00%	−1,965−100.0%	Sold out
New Wave Wealth Advisors LLC	$0	0.00%	−1,929−100.0%	Sold out
Sym Financial Corp	$0	0.00%	−1,921−100.0%	Sold out
FSB Premier Wealth Management, Inc.	$0	0.00%	−1,910−100.0%	Sold out
Stonebridge Financial Group, LLC	$0	0.00%	−1,900−100.0%	Sold out
CFM Wealth Partners LLC	$0	0.00%	−1,892−100.0%	Sold out
CSS LLC	$0	0.00%	−1,881−100.0%	Sold out
Argyle Capital Partners, LLC	$0	0.00%	−1,880−100.0%	Sold out
Fielder Capital Group LLC	$0	0.00%	−1,865−100.0%	Sold out
Icapital Wealth LLC	$0	0.00%	−1,861−100.0%	Sold out
Affinity Capital Advisors, LLC	$0	0.00%	−1,839−100.0%	Sold out
Greater Midwest Financial Group, LLC	$0	0.00%	−1,831−100.0%	Sold out
Azimuth Capital Investment Management LLC	$0	0.00%	−1,815−100.0%	Sold out
Argonautica Private Wealth Management, Inc	$0	0.00%	−1,808−100.0%	Sold out
Cane Capital Partners, LLC	$0	0.00%	−1,759−100.0%	Sold out
Hartline Investment Corp	$0	0.00%	−1,732−100.0%	Sold out
Guardian Asset Advisors, LLC	$0	0.00%	−1,727−100.0%	Sold out
GenTrust, LLC	$0	0.00%	−1,697−100.0%	Sold out
Oasis Advisors, LLC	$0	0.00%	−1,695−100.0%	Sold out
Kensington Investment Counsel, LLC	$0	0.00%	−1,686−100.0%	Sold out
Spectrum Planning & Advisory Services Inc.	$0	0.00%	−1,671−100.0%	Sold out
Fort Point Capital Partners LLC	$0	0.00%	−1,647−100.0%	Sold out
Abacus Planning Group, Inc.	$0	0.00%	−1,646−100.0%	Sold out
Ignite Planners, LLC	$0	0.00%	−1,632−100.0%	Sold out
MBL Wealth, LLC	$0	0.00%	−1,617−100.0%	Sold out
Aspire Capital Advisors LLC	$0	0.00%	−1,615−100.0%	Sold out
Koss-Olinger Consulting, LLC	$0	0.00%	−1,611−100.0%	Sold out
Rooted Wealth Advisors, Inc.	$0	0.00%	−1,593−100.0%	Sold out
Tritonpoint Wealth, LLC	$0	0.00%	−1,589−100.0%	Sold out
Stonehaven Wealth & Tax Solutions, LLC	$0	0.00%	−1,574−100.0%	Sold out
Seed Wealth Management, Inc.	$0	0.00%	−1,570−100.0%	Sold out
Altar Rock LLC	$0	0.00%	−1,567−100.0%	Sold out
Patton Albertson Miller Group, LLC	$0	0.00%	−1,546−100.0%	Sold out
Whalen Wealth Management Inc.	$0	0.00%	−1,539−100.0%	Sold out
Stokes Family Office, LLC	$0	0.00%	−1,532−100.0%	Sold out
RiverGlades Family Offices LLC	$0	0.00%	−1,525−100.0%	Sold out
Valley Brook Capital Group	$0	0.00%	−1,511−100.0%	Sold out
Chokshi & Queen Wealth Advisors, Inc	$0	0.00%	−1,500−100.0%	Sold out
Destination Wealth Management	$0	0.00%	−1,493−100.0%	Sold out
EntryPoint Capital, LLC	$0	0.00%	−1,489−100.0%	Sold out
Jackson Thornton Asset Management, LLC	$0	0.00%	−1,683−100.0%	Sold out
Gemmer Asset Management LLC	$0	0.00%	−1,471−100.0%	Sold out
Flatrock Wealth Partners LLC	$0	0.00%	−1,469−100.0%	Sold out
Mission Creek Capital Partners, Inc.	$0	0.00%	−1,466−100.0%	Sold out
Alteri Wealth LLC	$0	0.00%	−1,462−100.0%	Sold out
Bank of Hawaii	$0	0.00%	−1,459−100.0%	Sold out
Holistic Planning, LLC	$0	0.00%	−1,443−100.0%	Sold out
Strata Wealth Advisors, LLC	$0	0.00%	−1,442−100.0%	Sold out
Baker Chad R	$0	0.00%	−1,440−100.0%	Sold out
Verity Asset Management, Inc.	$0	0.00%	−1,436−100.0%	Sold out
Sheets Smith Wealth Management	$0	0.00%	−1,434−100.0%	Sold out
Sageworth Trust Co	$0	0.00%	−1,425−100.0%	Sold out
Financial Advisors Network, Inc.	$0	0.00%	−1,416−100.0%	Sold out
Northstar Advisory Group, LLC	$0	0.00%	−1,409−100.0%	Sold out
Foster Group, Inc.	$0	0.00%	−1,407−100.0%	Sold out
CVFG LLC	$0	0.00%	−1,406−100.0%	Sold out
Secure Asset Management, LLC	$0	0.00%	−1,400−100.0%	Sold out
Monograph Wealth Advisors, LLC	$0	0.00%	−1,394−100.0%	Sold out
Patton Fund Management, Inc.	$0	0.00%	−1,393−100.0%	Sold out
Beaton Management Co. Inc.	$0	0.00%	−1,385−100.0%	Sold out
Mirabella Financial Services LLP	$0	0.00%	−1,366−100.0%	Sold out
Elevation Wealth Management LLC	$0	0.00%	−1,359−100.0%	Sold out
Independence Wealth Advisors, LLC	$0	0.00%	−1,356−100.0%	Sold out
Legacy Edge Advisors, LLC	$0	0.00%	−1,355−100.0%	Sold out
Wealth Preservation Advisors, LLC	$0	0.00%	−1,354−100.0%	Sold out
Seven Mile Advisory	$0	0.00%	−1,350−100.0%	Sold out
KFA Private Wealth Group, LLC	$0	0.00%	−1,345−100.0%	Sold out
Drucker Wealth 3.0, LLC	$0	0.00%	−1,344−100.0%	Sold out
Chemung Canal Trust Co	$0	0.00%	−1,343−100.0%	Sold out
Global Endowment Management, LP	$0	0.00%	−1,339−100.0%	Sold out