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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; 2,493 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
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,182 institutionsQ2 2023: 2,300 institutionsQ3 2023: 2,293 institutionsQ4 2023: 2,600 institutionsQ1 2024: 2,768 institutionsQ2 2024: 2,629 institutionsQ3 2024: 2,656 institutionsQ4 2024: 3,109 institutionsQ1 2025: 2,955 institutionsQ2 2025: 2,959 institutionsQ3 2025: 2,815 institutionsQ4 2025: 2,958 institutionsQ1 2026: 2,695 institutionsQ2 2026: 2,493 institutions
Value heldQ2 2026: $109.5B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,493$109.5B
Q1 20262,695$137.9B
Q4 20252,958$201.9B
Q3 20252,815$179.8B
Q2 20252,959$210.0B
Q1 20252,955$209.1B
Q4 20243,109$258.7B
Q3 20242,656$209.1B
Q2 20242,629$198.8B
Q1 20242,768$235.7B
Q4 20232,600$204.8B
Q3 20232,293$155.1B
Q2 20232,300$161.7B
Q1 20232,182$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$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
InstitutionSharesValue% of portfolioChange in sharesAction
Migdal Insurance & Financial Holdings Ltd.0$00.00%−920−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−863−100.0%Sold out
RWM Asset Management, LLC0$00.00%−722−100.0%Sold out
Legend Capital Advisors LLC0$00.00%−600−100.0%Sold out
Tompkins Financial Corp0$00.00%−550−100.0%Sold out
Wellington Grp LLC0$00.00%−549−100.0%Sold out
Caption Management, LLC0$00.00%−500−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−479−100.0%Sold out
Magellan Asset Management Ltd0$00.00%−369−100.0%Sold out
Timothy G. Youngquist 2020 Irrevocable Trust0$00.00%−336−100.0%Sold out
Fairway Wealth LLC0$00.00%−334−100.0%Sold out
True Link Financial Advisors, LLC0$00.00%−195−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−127−100.0%Sold out
Clear Investment Research, LLC0$00.00%−119−100.0%Sold out
Legacy Bridge, LLC0$00.00%−103−100.0%Sold out
Brown Shipley& Co Ltd0$00.00%−70−100.0%Sold out
Financial Freedom, LLC0$00.00%−64−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%−64−100.0%Sold out
Portus Wealth Advisors, LLC0$00.00%−64−100.0%Sold out
Sherman Asset Management, Inc.0$00.00%−52−100.0%Sold out
TopTier Wealth Management, LLC0$00.00%−47−100.0%Sold out
Team Financial Group, LLC0$00.00%−45−100.0%Sold out
Capital & Planning, LLC0$00.00%−45−100.0%Sold out
Merkkuri Wealth Advisors LLC0$00.00%−39−100.0%Sold out
Clayton Financial Group LLC0$00.00%−37−100.0%Sold out
Westend Capital Management, LLC0$00.00%−30−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−26−100.0%Sold out
Wormser Freres Gestion0$00.00%−24−100.0%Sold out
WFA of San Diego, LLC0$00.00%−22−100.0%Sold out
MBM Wealth Consultants, LLC0$00.00%−20−100.0%Sold out
Spurstone Advisory Services, LLC0$00.00%−20−100.0%Sold out
Three Bearings Fiduciary Advisors, Inc.0$00.00%−11−100.0%Sold out
DAGCO, Inc.0$00.00%−9−100.0%Sold out
Vision Retirement, LLC0$00.00%−8−100.0%Sold out
Curio Wealth, LLC0$00.00%−7−100.0%Sold out
Polar Asset Management Partners Inc.0$00.00%−3−100.0%Sold out
Retiremitten Financial LLC0$00.00%−2−100.0%Sold out
Walsh & Associates, LLC0$00.00%−2−100.0%Sold out
CWM, LLC––––Not filed
Janus Henderson Group PLC––––Not filed
Exencial Wealth Advisors, LLC––––Not filed
Skopos Labs, Inc.––––Not filed
Evelyn Partners Investment Management LLP––––Not filed
Gibbs Wealth Management––––Not filed
Jackson Hole Capital Partners, LLC––––Not filed
Canandaigua National Corp––––Not filed
Sofos Investments, Inc.––––Not filed
Journey Strategic Wealth LLC––––Not filed
U.S. Capital Wealth Advisors, LLC––––Not filed
Charter Oak Capital Management, LLC––––Not filed
Signet Financial Management, LLC––––Not filed
Reflection Asset Management––––Not filed
Richard Bernstein Advisors LLC––––Not filed
FRG Family Wealth Advisors LLC––––Not filed
First Affirmative Financial Network––––Not filed
Leo Wealth, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed
Canandaigua National Trust Co of Florida––––Not filed
True Vision MN LLC––––Not filed
Bey-Douglas LLC––––Not filed
Jaffetilchin Investment Partners, LLC––––Not filed
GM Advisory Group, Inc.––––Not filed
Capstone Wealth Management Group LLC––––Not filed
Evelyn Partners Investment Management (Europe) Ltd––––Not filed
Evelyn Partners Investment Management Services Ltd––––Not filed
DGS Capital Management, LLC––––Not filed
TSG Advice Partners, LLC––––Not filed
Opes Wealth Management LLC––––Not filed
Evanson Asset Management, LLC––––Not filed
Moseley Investment Management Inc––––Not filed
Signature Wealth Management Group––––Not filed
Arcadia Investment Management Corp––––Not filed
Evelyn Partners Asset Management Ltd––––Not filed
Red Tortoise LLC––––Not filed
McIlrath & Eck, LLC––––Not filed
Financial Connections Group, Inc.––––Not filed
Anfield Capital Management, LLC––––Not filed
My Portfolio Guide, LLC––––Not filed