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 |
|---|---|---|---|---|---|
| Geneva Capital Management LLC | 4,677 | $732.7K | 0.02% | +673+16.8% | Added |
| Belpointe Asset Management LLC | 4,687 | $734.3K | 0.02% | −203−4.2% | Reduced |
| Twin City Private Wealth, LLC | 4,679 | $734.9K | 0.52% | +93+2.0% | Added |
| Krilogy Financial LLC | 4,702 | $736.6K | 0.02% | −1,819−27.9% | Reduced |
| Lazari Capital Management, Inc. | 4,709 | $737.6K | 0.23% | −261−5.3% | Reduced |
| Clare Market Investments LLC | 4,738 | $742.3K | 0.14% | −731−13.4% | Reduced |
| Plancorp, LLC | 4,339 | $742.8K | 0.02% | −38−0.9% | Reduced |
| Panagora Asset Management Inc | 4,742 | $742.9K | 0.00% | −253,238−98.2% | Reduced |
| PFG Advisors | 4,745 | $743.4K | 0.04% | −371−7.3% | Reduced |
| American Capital Advisory, LLC | 4,758 | $745.4K | 0.27% | −150−3.1% | Reduced |
| Investment Insight Wealth Management, LLC | 4,751 | $745.8K | 0.65% | −324−6.4% | Reduced |
| Roberts Glore & Co Inc | 4,764 | $746.3K | 0.18% | +1,476+44.9% | Added |
| SIH Partners, LLLP | 4,765 | $746.5K | 0.03% | +4,765 | New |
| Aprio Wealth Management, LLC | 4,768 | $746.9K | 0.04% | −599−11.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,784 | $749.4K | 0.15% | −346−6.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,795 | $751.2K | 0.17% | −131−2.7% | Reduced |
| Saturna Capital CORP | 4,799 | $751.8K | 0.01% | −244−4.8% | Reduced |
| Sumitomo Life Insurance Co | 4,812 | $753.8K | 0.01% | −286−5.6% | Reduced |
| Legacy Capital Group California, Inc. | 4,856 | $760.7K | 0.23% | −292−5.7% | Reduced |
| Old North State Wealth Management, LLC | 4,848 | $760.9K | 0.33% | +1,687+53.4% | Added |
| Forbes J M & Co LLP | 4,890 | $766.1K | 0.06% | −250−4.9% | Reduced |
| ISAM Funds (UK) Ltd | 4,900 | $767.6K | 0.54% | +3,445+236.8% | Added |
| Johnson Financial Group, Inc. | 4,893 | $768.7K | 0.03% | −51−1.0% | Reduced |
| Renasant Bank | 4,912 | $769.5K | 0.49% | +25+0.5% | Added |
| Werba Rubin Papier Wealth Management | 4,929 | $772.2K | 0.09% | +232+4.9% | Added |
| Hourglass Capital, LLC | 4,950 | $775.5K | 0.15% | −1,500−23.3% | Reduced |
| Granite Investment Partners, LLC | 4,955 | $776.3K | 0.04% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 4,650 | $776.5K | 0.26% | −372−7.4% | Reduced |
| First Pacific Financial | 4,960 | $777.0K | 0.09% | −260−5.0% | Reduced |
| Dean Investment Associates, LLC | 4,966 | $778.0K | 0.10% | +4,966 | New |
| Tower Bridge Advisors | 4,972 | $778.9K | 0.07% | +4,972 | New |
| Ramirez Asset Management, Inc. | 4,977 | $779.7K | 0.08% | −3−0.1% | Reduced |
| Axxcess Wealth Management, LLC | 4,979 | $780.0K | 0.01% | −2,511−33.5% | Reduced |
| Wealthedge Investment Advisors, LLC | 4,982 | $780.5K | 0.27% | −7,163−59.0% | Reduced |
| Nations Financial Group Inc, | 4,987 | $781.3K | 0.04% | −6,071−54.9% | Reduced |
| J.M. Arbour, LLC | 4,992 | $782.0K | 0.67% | +1,491+42.6% | Added |
| Ironwood Investment Management LLC | 4,994 | $782.4K | 0.27% | 00.0% | Unchanged |
| Needham Investment Management LLC | 5,000 | $783.3K | 0.02% | +3,500+233.3% | Added |
| ADAPT Investment Managers SA | 5,005 | $784.1K | 0.18% | −16,948−77.2% | Reduced |
| Sax Wealth Advisors, LLC | 4,201 | $784.3K | 0.03% | −1,327−24.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,896 | $784.6K | 0.04% | +2,101+117.0% | Added |
| TD Private Client Wealth LLC | 5,011 | $785.0K | 0.01% | −439−8.1% | Reduced |
| Meridian Wealth Advisors, LLC | 5,012 | $785.2K | 0.09% | −273−5.2% | Reduced |
| Diametric Capital, LP | 5,016 | $785.8K | 0.08% | +5,016 | New |
| Advus Financial Partners, LLC | 5,050 | $791.2K | 0.18% | −470−8.5% | Reduced |
| Magnolia Capital Advisors LLC | 5,098 | $798.7K | 0.14% | +1,054+26.1% | Added |
| Capital Investment Advisory Services, LLC | 5,100 | $799.0K | 0.05% | +713+16.3% | Added |
| Dark Forest Capital Management LP | 5,109 | $800.4K | 0.05% | +5,109 | New |
| Carret Asset Management, LLC | 5,124 | $802.7K | 0.07% | −425−7.7% | Reduced |
| Maia Wealth LLC | 5,157 | $807.8K | 0.12% | −14,287−73.5% | Reduced |
| Advisory Alpha, LLC | 5,159 | $808.6K | 0.02% | +357+7.4% | Added |
| MainStreet Investment Advisors LLC | 5,166 | $809.3K | 0.11% | +178+3.6% | Added |
| Birchbrook, Inc. | 5,170 | $810.0K | 0.38% | −691−11.8% | Reduced |
| Guerra Pan Advisors, LLC | 5,172 | $810.2K | 0.45% | −482−8.5% | Reduced |
| Steel Peak Wealth Management LLC | 5,161 | $810.8K | 0.02% | −17,275−77.0% | Reduced |
| Redmond Asset Management, LLC | 5,183 | $812.0K | 0.20% | −3−0.1% | Reduced |
| Ingalls & Snyder LLC | 5,191 | $813.0K | 0.02% | −287−5.2% | Reduced |
| Strengthening Families & Communities, LLC | 5,213 | $816.7K | 0.18% | −36−0.7% | Reduced |
| Catalyst Financial Partners LLC | 5,245 | $821.7K | 0.08% | −2,862−35.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,247 | $822.0K | 0.21% | −1,199−18.6% | Reduced |
| Private Trust Co NA | 5,257 | $823.6K | 0.07% | −703−11.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 5,269 | $825.4K | 0.31% | −548−9.4% | Reduced |
| Zacks Investment Management | 5,268 | $825.5K | 0.01% | −81,943−94.0% | Reduced |
| 1st Source Bank | 5,277 | $826.7K | 0.04% | +1,335+33.9% | Added |
| Symphony Financial, Ltd. Co. | 5,256 | $828.0K | 0.09% | +540+11.5% | Added |
| Invst, LLC | 5,287 | $828.2K | 0.08% | −1,725−24.6% | Reduced |
| Joel Isaacson & Co., LLC | 5,290 | $828.7K | 0.02% | −236−4.3% | Reduced |
| Polymer Capital Management (US) LLC | 5,296 | $829.7K | 0.12% | +5,296 | New |
| United Asset Strategies, Inc. | 5,322 | $833.8K | 0.06% | −265−4.7% | Reduced |
| Calamos Wealth Management LLC | 5,333 | $835.5K | 0.03% | −198−3.6% | Reduced |
| Ostrum Asset Management | 5,334 | $835.6K | 0.04% | −1,786−25.1% | Reduced |
| South Plains Financial, Inc. | 5,341 | $836.7K | 0.45% | +494+10.2% | Added |
| Birch Hill Investment Advisors LLC | 5,375 | $842.0K | 0.03% | −1,120−17.2% | Reduced |
| TSFG, LLC | 5,427 | $850.0K | 0.11% | −349−6.0% | Reduced |
| Park Place Capital Corp | 5,455 | $854.6K | 0.14% | +25+0.5% | Added |
| St. Clair Advisors, LLC | 5,459 | $855.2K | 0.22% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 5,461 | $855.6K | 0.31% | −1,060−16.3% | Reduced |
| Camden Capital, LLC | 5,448 | $856.7K | 0.04% | −920−14.4% | Reduced |
| Northstar Group, Inc. | 5,492 | $860.4K | 0.11% | −922−14.4% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 5,500 | $861.7K | 0.67% | +311+6.0% | Added |
| Chapman Financial Group, LLC | 5,501 | $861.8K | 0.57% | +757+16.0% | Added |
| Groupe la Francaise | 5,701 | $865.0K | 0.01% | −55,764−90.7% | Reduced |
| Larson Financial Group LLC | 5,530 | $866.3K | 0.02% | −2,082−27.4% | Reduced |
| GraniteShares Advisors LLC | 5,563 | $871.5K | 0.56% | −1,287−18.8% | Reduced |
| Tower Trust & Investment Co | 5,573 | $873.0K | 0.53% | +96+1.8% | Added |
| Parcion Private Wealth LLC | 5,587 | $875.2K | 0.05% | −1,366−19.6% | Reduced |
| First Business Financial Services, Inc. | 5,594 | $876.4K | 0.07% | +285+5.4% | Added |
| Coastwise Capital Group, LLC | 5,595 | $876.5K | 0.51% | −273−4.7% | Reduced |
| Rockland Trust Co | 5,600 | $877.3K | 0.03% | −4,268−43.3% | Reduced |
| Orrstown Financial Services Inc | 5,605 | $878.1K | 0.13% | −122−2.1% | Reduced |
| Capital Analysts, LLC | 5,611 | $879.0K | 0.02% | −81−1.4% | Reduced |
| Old Point Trust & Financial Services N A | 5,611 | $879.0K | 0.27% | +240+4.5% | Added |
| Childress Capital Advisors, LLC | 5,627 | $881.5K | 0.14% | −1,321−19.0% | Reduced |
| Lavaca Capital LLC | 5,647 | $884.7K | 0.09% | +5,647 | New |
| Science & Technology Partners, L.P. | 5,695 | $892.2K | 0.15% | +5,695 | New |
| Stiles Financial Services Inc | 5,699 | $892.8K | 0.22% | +510+9.8% | Added |
| Agf Management Ltd | 5,700 | $893.0K | 0.00% | +2,000+54.1% | Added |
| TRUE Private Wealth Advisors | 5,717 | $895.6K | 0.08% | −241−4.0% | Reduced |
| Heartland Bank & Trust Co | 5,725 | $896.9K | 0.19% | −86−1.5% | Reduced |
| Cozad Asset Management Inc | 5,736 | $898.6K | 0.06% | −2,384−29.4% | Reduced |