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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; 2,491 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.

Institutional holdersQ2 2026: 2,491 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: 2,183 institutionsQ2 2023: 2,301 institutionsQ3 2023: 2,294 institutionsQ4 2023: 2,601 institutionsQ1 2024: 2,769 institutionsQ2 2024: 2,630 institutionsQ3 2024: 2,657 institutionsQ4 2024: 3,110 institutionsQ1 2025: 2,956 institutionsQ2 2025: 2,960 institutionsQ3 2025: 2,816 institutionsQ4 2025: 2,959 institutionsQ1 2026: 2,696 institutionsQ2 2026: 2,491 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 20262,491$109.5B
Q1 20262,696$137.9B
Q4 20252,959$201.9B
Q3 20252,816$179.8B
Q2 20252,960$210.0B
Q1 20252,956$209.1B
Q4 20243,110$258.7B
Q3 20242,657$209.1B
Q2 20242,630$198.8B
Q1 20242,769$235.7B
Q4 20232,601$204.8B
Q3 20232,294$155.1B
Q2 20232,301$161.7B
Q1 20232,183$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
Evolution Advisers, Inc.3$00.00%−47−94.0%Reduced
Navigoe, LLC2$00.00%+2New
Turim 21 Investimentos Ltda.2,420$10.00%00.0%Unchanged
Hurley Capital, LLC1$1570.00%−39−97.5%Reduced
Maryland Capital Advisors Inc.1$1570.00%+1New
Freestone Grove Partners LP1$1570.00%+1New
TOP Private Wealth LLC.1$1570.00%+1New
1015 Capital Partners, LLC2$3130.00%−300−99.3%Reduced
IMG Wealth Management, Inc.2$3130.00%−6−75.0%Reduced
Chelsea Counsel Co2$3150.00%00.0%Unchanged
Provenance Wealth Advisors, LLC3$4700.00%−103−97.2%Reduced
Cherry Tree Wealth Management, LLC3$4700.00%00.0%Unchanged
Duncker Streett & Co Inc3$4700.00%00.0%Unchanged
Networth Advisors, LLC3$4700.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC3$4700.01%+1+50.0%Added
Meramec Financial Planners, LLC3$5210.00%00.0%Unchanged
Clark Wealth Partners3$5740.00%−51−94.4%Reduced
Insight Financial Services4$6260.00%00.0%Unchanged
3 Factor Indexing, LLC4$6270.00%+1+33.3%Added
NorthAvenue LLC4$6360.00%−2−33.3%Reduced
Morton Brown Family Wealth, LLC5$7830.00%−39−88.6%Reduced
Vanguard Advisers Inc5$7830.00%+5New
Central Pacific Bank - Trust Division5$7830.00%+5New
Breakwater Investment Management5$7840.00%−31−86.1%Reduced
Seneschal Advisors, LLC5$7840.00%00.0%Unchanged
DecisionPoint Financial, LLC5$8170.00%−2−28.6%Reduced
Investment Counsel Co of Nevada6$9400.00%00.0%Unchanged
Advocate Investing Services LLC6$9400.00%00.0%Unchanged
CKW Financial Group4$1.00K0.00%+4New
Beacon Financial Strategies CORP8$1.25K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC8$1.27K0.00%00.0%Unchanged
Harborfront Financial Group LLC8$1.27K0.00%+8New
Community Financial Services Group, LLC9$1.47K0.00%−6−40.0%Reduced
1 North Wealth Services LLC10$1.57K0.00%00.0%Unchanged
Fiduciary Advisors, Inc.10$1.57K0.00%+10New
Highland Investment Advisors LLC11$1.72K0.00%+11New
HFM Investment Advisors, LLC11$1.72K0.00%−41−78.8%Reduced
Lloyd Advisory Services, LLC.11$1.73K0.00%−129−92.1%Reduced
Whipplewood Advisors, LLC12$1.88K0.00%−96−88.9%Reduced
Barnes Dennig Private Wealth Management LLC12$1.88K0.00%+9+300.0%Added
Rachor Investment Advisory Services, LLC12$1.91K0.00%−6−33.3%Reduced
New England Capital Financial Advisors LLC12$1.91K0.00%00.0%Unchanged
Napier Financial, LLC13$2.04K0.00%−6−31.6%Reduced
Hager Investment Management Services, LLC13$2.04K0.00%00.0%Unchanged
PayPay Securities Corp14$2.19K0.08%−3−17.6%Reduced
Granite FO LLC14$2.19K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.15$2.35K0.00%−60−80.0%Reduced
Morse Asset Management, Inc15$2.35K0.00%00.0%Unchanged
William B. Walkup & Associates, Inc.15$2.35K0.00%+15New
Lummis Asset Management, LP16$2.51K0.00%00.0%Unchanged
Markowski Investments16$2.56K0.00%+16New
HHM Wealth Advisors, LLC17$2.66K0.00%00.0%Unchanged
Sunrise Financial Services, LLC18$2.82K0.00%+18New
Torren Management, LLC18$2.86K0.00%−6−25.0%Reduced
Evolution Wealth Management Inc.19$2.98K0.00%+12+171.4%Added
Merrithew & Thorsten Inc21$3.00K0.00%00.0%Unchanged
United Financial Planning Group LLC20$3.13K0.00%−74−78.7%Reduced
Creative Capital Management Investments LLC22$3.45K0.00%+22New
Darwin Advisors, LLC22$3.52K0.00%+1+4.8%Added
Davis Capital Management25$3.92K0.00%+13+108.3%Added
Bard Associates Inc25$3.92K0.00%+25New
Marshall & Sterling Wealth Advisors Inc.25$3.94K0.00%+15+150.0%Added
S&T Bank26$4.07K0.00%−49−65.3%Reduced
Monetary Solutions, Ltd26$4.07K0.00%00.0%Unchanged
Golden State Equity Partners27$4.23K0.01%−19,491−99.9%Reduced
Olistico Wealth, LLC27$4.23K0.00%−59−68.6%Reduced
Kerr Financial Planning Corp27$4.23K0.00%00.0%Unchanged
Banque de Luxembourg S.A.28$4.39K0.00%−84−75.0%Reduced
McGuire Capital Advisors Inc28$4.39K0.00%00.0%Unchanged
Davidson Capital Management Inc.28$4.39K0.00%−5,289−99.5%Reduced
Luminist Capital LLC29$4.54K0.01%+29New
Hartford Financial Management Inc.30$4.70K0.00%00.0%Unchanged
Gold Investment Management Ltd.31$4.86K0.00%00.0%Unchanged
Bayban31$4.86K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC32$5.01K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC32$5.01K0.00%00.0%Unchanged
Godsey & Gibb Associates34$5.33K0.00%00.0%Unchanged
Vima LLC36$5.64K0.01%+36New
Ankerstar Wealth, LLC36$5.66K0.00%−15−29.4%Reduced
Richardson Capital Management LLC37$5.80K0.00%−53−58.9%Reduced
POM Investment Strategies, LLC37$5.80K0.01%−3−7.5%Reduced
Pin Oak Investment Advisors Inc40$6.00K0.00%+5+14.3%Added
Decker Retirement Planning Inc.39$6.11K0.00%00.0%Unchanged
Oakmont Advisory Group, LLC40$6.30K0.01%+40New
Marshall Investment Management, LLC41$6.42K0.00%+41New
Colonial Trust Advisors45$7.05K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.46$7.21K0.00%00.0%Unchanged
Midway Capital Research & Management50$7.83K0.01%−50−50.0%Reduced
Piscataqua Savings Bank50$7.83K0.01%−16−24.2%Reduced
Clal Insurance Enterprises Holdings Ltd53$8.00K0.00%−86−61.9%Reduced
Bollard Group LLC51$8.00K0.00%+7+15.9%Added
Atomic Invest LLC51$8.12K0.00%−66−56.4%Reduced
Bulwark Capital Corp53$8.30K0.00%+28+112.0%Added
Country Trust Bank54$8.46K0.00%+25+86.2%Added
Cedar Mountain Advisors, LLC55$8.57K0.00%−45−45.0%Reduced
Quaker Wealth Management, LLC56$8.77K0.00%+25+80.6%Added
PFS Partners, LLC59$9.22K0.00%00.0%Unchanged
Caitlin John, LLC61$9.60K0.01%+16+35.6%Added
Signature Resources Capital Management, LLC64$10.0K0.00%−57−47.1%Reduced
Toth Financial Advisory Corp66$10.3K0.00%00.0%Unchanged