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 |
|---|---|---|---|---|---|
| Prosperity Financial Group, Inc. | 5,762 | $902.8K | 0.28% | +64+1.1% | Added |
| Crew Capital Management, Ltd. | 5,784 | $906.1K | 0.50% | +5,784 | New |
| Main Street Research LLC | 5,802 | $908.9K | 0.04% | −1,122−16.2% | Reduced |
| NBC Securities, Inc. | 5,813 | $910.8K | 0.06% | −11−0.2% | Reduced |
| Malaga Cove Capital, LLC | 5,839 | $914.7K | 0.29% | −407−6.5% | Reduced |
| DeDora Capital, Inc. | 5,853 | $916.9K | 0.20% | −1,317−18.4% | Reduced |
| Paragon Capital Management Inc | 5,857 | $917.6K | 0.69% | −111−1.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 5,859 | $917.9K | 0.49% | +65+1.1% | Added |
| Apella Capital, LLC | 5,419 | $918.7K | 0.01% | +145+2.7% | Added |
| Choate Investment Advisors | 5,872 | $919.9K | 0.02% | −267−4.3% | Reduced |
| Keudell/Morrison Wealth Management | 5,882 | $921.5K | 0.17% | −22−0.4% | Reduced |
| Westpac Banking Corp | 5,887 | $922.3K | 0.06% | −687−10.5% | Reduced |
| Eastern Bank | 5,889 | $922.6K | 0.01% | +982+20.0% | Added |
| PCM Encore, LLC | 5,964 | $934.3K | 0.16% | −456−7.1% | Reduced |
| Anb Bank | 5,981 | $937.0K | 0.35% | +16+0.3% | Added |
| Sandhill Capital Partners LLC | 5,992 | $938.7K | 0.08% | −7,525−55.7% | Reduced |
| DB Fitzpatrick & Co, Inc | 5,996 | $939.3K | 0.76% | −2,334−28.0% | Reduced |
| Citizens National Bank Trust Department | 6,012 | $941.8K | 0.14% | +917+18.0% | Added |
| Asset One Wealth Management LLC | 5,653 | $944.1K | 0.10% | −1,965−25.8% | Reduced |
| Castle Wealth Management LLC | 6,046 | $947.2K | 0.28% | −124−2.0% | Reduced |
| Pincus Capital Management, LP | 6,059 | $949.2K | 0.57% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 6,062 | $949.7K | 0.17% | +6,062 | New |
| Avidian Wealth Solutions, LLC | 6,063 | $949.8K | 0.03% | −260−4.1% | Reduced |
| Intrust Bank NA | 6,069 | $950.8K | 0.07% | −1,600−20.9% | Reduced |
| MV Capital Management, Inc. | 6,079 | $952.3K | 0.08% | −7,628−55.7% | Reduced |
| Integrated Advisors Network LLC | 6,092 | $954.6K | 0.04% | −1,553−20.3% | Reduced |
| Thrive Wealth Management, LLC | 6,101 | $955.8K | 0.12% | −650−9.6% | Reduced |
| Churchill Financial Advisors, LLC | 6,130 | $960.3K | 0.19% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 6,132 | $960.7K | 0.37% | −108−1.7% | Reduced |
| Avestar Capital, LLC | 6,137 | $963.0K | 0.06% | −1,932−23.9% | Reduced |
| Quantessence Capital LLC | 6,159 | $964.9K | 2.84% | +6,159 | New |
| Silicon Valley Capital Partners | 6,169 | $966.4K | 0.08% | −744−10.8% | Reduced |
| Grove Bank & Trust | 6,173 | $967.1K | 0.10% | −191−3.0% | Reduced |
| Americana Partners, LLC | 6,195 | $970.5K | 0.02% | +1,296+26.5% | Added |
| Cooper Financial Group | 6,197 | $970.8K | 0.08% | −662−9.7% | Reduced |
| First National Trust Co | 6,205 | $972.1K | 0.03% | −1,214−16.4% | Reduced |
| Augustine Asset Management Inc | 6,226 | $975.4K | 0.20% | +10.0% | Added |
| Neville Rodie & Shaw Inc | 6,240 | $978.0K | 0.06% | −1,025−14.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,290 | $985.4K | 0.21% | +1,547+32.6% | Added |
| Haverford Trust Co | 6,309 | $988.4K | 0.01% | −74,385−92.2% | Reduced |
| Qtron Investments LLC | 6,346 | $994.2K | 0.13% | −774−10.9% | Reduced |
| Texas Bank & Trust Co | 6,355 | $995.6K | 0.33% | +767+13.7% | Added |
| Nautilus Advisors LLC | 6,106 | $997.2K | 0.59% | −364−5.6% | Reduced |
| Thor Investment Management Inc | 6,377 | $999.0K | 0.57% | +348+5.8% | Added |
| Capstone Triton Financial Group, LLC | 6,383 | $1.00M | 0.58% | +6,383 | New |
| Marathon Trading Investment Management LLC | 6,400 | $1.00M | 0.11% | +4,150+184.4% | Added |
| Concord Asset Management, LLC | 6,402 | $1.00M | 0.16% | −6,672−51.0% | Reduced |
| Premier Path Wealth Partners, LLC | 6,404 | $1.00M | 0.12% | −2,640−29.2% | Reduced |
| Alliance Wealth Advisors, LLC | 6,408 | $1.00M | 0.40% | −283−4.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 6,412 | $1.00M | 0.01% | −392−5.8% | Reduced |
| Ellevest, Inc. | 6,418 | $1.01M | 0.12% | −146−2.2% | Reduced |
| Pictet Bank & Trust Ltd | 6,435 | $1.01M | 1.08% | +529+9.0% | Added |
| Grant Private Wealth Management Inc | 6,457 | $1.01M | 0.43% | −658−9.2% | Reduced |
| St. Johns Investment Management Company, LLC | 6,465 | $1.01M | 0.38% | +1,201+22.8% | Added |
| 1776 Wealth LLC | 6,488 | $1.02M | 0.36% | +71+1.1% | Added |
| Stablepoint Partners, LLC | 6,529 | $1.02M | 0.14% | −87−1.3% | Reduced |
| Koshinski Asset Management, Inc. | 6,558 | $1.03M | 0.05% | −485−6.9% | Reduced |
| Granite Islands Private Wealth, LLC | 6,620 | $1.03M | 0.76% | +188+2.9% | Added |
| Voya Financial Advisors, Inc. | 6,560 | $1.04M | 0.09% | −422−6.0% | Reduced |
| Argent Advisors, Inc. | 6,621 | $1.04M | 0.26% | −335−4.8% | Reduced |
| Littlejohn Financial Services, Inc. | 6,638 | $1.04M | 0.76% | +233+3.6% | Added |
| Mainstay Capital Management LLC | 6,645 | $1.04M | 0.08% | −369−5.3% | Reduced |
| BluePath Capital Management, LLC | 6,654 | $1.04M | 0.57% | +1,239+22.9% | Added |
| Excelsior Advisor Network LLC | 6,655 | $1.04M | 0.14% | +6,655 | New |
| Verdence Capital Advisors LLC | 6,662 | $1.04M | 0.05% | +2,930+78.5% | Added |
| Elyxium Wealth, LLC | 6,667 | $1.04M | 0.11% | +1,366+25.8% | Added |
| Sound View Wealth Advisors Group, LLC | 6,673 | $1.05M | 0.06% | +944+16.5% | Added |
| Sterling Investment Counsel, LLC | 6,675 | $1.05M | 0.25% | +370+5.9% | Added |
| FinArc Investments, Inc. | 6,675 | $1.05M | 0.95% | +2,535+61.2% | Added |
| Prelude Capital Management, LLC | 6,681 | $1.05M | 0.08% | +1,632+32.3% | Added |
| Alerus Financial NA | 6,721 | $1.05M | 0.05% | +3,416+103.4% | Added |
| Procyon Private Wealth Partners, LLC | 6,733 | $1.05M | 0.05% | −842−11.1% | Reduced |
| Welch & Forbes LLC | 6,740 | $1.06M | 0.01% | −225−3.2% | Reduced |
| Northwest & Ethical Investments L.P. | 6,752 | $1.06M | 0.02% | −640−8.7% | Reduced |
| Ridgewood Investments LLC | 6,758 | $1.06M | 0.40% | +2,507+59.0% | Added |
| Pittenger & Anderson Inc | 6,760 | $1.06M | 0.04% | +220+3.4% | Added |
| RFG Holdings, Inc. | 6,768 | $1.06M | 0.22% | +710+11.7% | Added |
| Soltis Investment Advisors LLC | 6,769 | $1.06M | 0.06% | +489+7.8% | Added |
| EverSource Wealth Advisors, LLC | 6,808 | $1.07M | 0.04% | −4,441−39.5% | Reduced |
| Principle Wealth Partners LLC | 6,808 | $1.07M | 0.05% | +1,315+23.9% | Added |
| Lavelle Capital LP | 6,823 | $1.07M | 0.54% | +1,392+25.6% | Added |
| Kovack Advisors, Inc. | 6,667 | $1.07M | 0.05% | −187−2.7% | Reduced |
| De Burlo Group Inc | 6,830 | $1.07M | 0.20% | −625−8.4% | Reduced |
| Trust Co | 6,837 | $1.07M | 0.10% | +957+16.3% | Added |
| First National Advisers, LLC | 6,855 | $1.07M | 0.15% | +199+3.0% | Added |
| SeaCrest Wealth Management, LLC | 6,891 | $1.08M | 0.12% | −1,832−21.0% | Reduced |
| Rothschild Investment LLC | 6,895 | $1.08M | 0.04% | +1,959+39.7% | Added |
| Prudent Man Advisors, LLC | 6,902 | $1.08M | 0.25% | +575+9.1% | Added |
| Brandywine Managers, LLC | 6,913 | $1.08M | 0.54% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 6,914 | $1.08M | 0.30% | +1,832+36.0% | Added |
| Concord Wealth Partners | 6,923 | $1.08M | 0.12% | −6,636−48.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 6,918 | $1.09M | 0.16% | +456+7.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,936 | $1.09M | 0.29% | −48−0.7% | Reduced |
| KCM Investment Advisors LLC | 6,957 | $1.09M | 0.03% | −245−3.4% | Reduced |
| One Wealth Capital Management, LLC | 6,972 | $1.09M | 0.31% | +3,742+115.9% | Added |
| VELA Investment Management, LLC | 6,977 | $1.09M | 0.27% | −2,130−23.4% | Reduced |
| Westwood Holdings Group Inc. | 6,988 | $1.09M | 0.01% | −7,630−52.2% | Reduced |
| CNB Bank | 6,988 | $1.09M | 0.43% | +1,074+18.2% | Added |
| CCM Investment Advisers LLC | 7,000 | $1.10M | 0.08% | −7,038−50.1% | Reduced |
| CDC Financial, Inc. | 7,000 | $1.10M | 0.84% | +1,000+16.7% | Added |