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 |
|---|---|---|---|---|---|
| Triglav Skladi, D.O.O. | 7,000 | $1.10M | 0.06% | +2,000+40.0% | Added |
| Ameritas Investment Partners, Inc. | 7,017 | $1.10M | 0.03% | −1,386−16.5% | Reduced |
| Okabena Investment Services Inc | 7,018 | $1.10M | 0.20% | −73−1.0% | Reduced |
| Richard W. Paul & Associates, LLC | 7,018 | $1.10M | 0.34% | +7,014+175,350.0% | Added |
| Ashton Thomas Securities, LLC | 7,074 | $1.10M | 0.16% | +102+1.5% | Added |
| SageView Advisory Group, LLC | 7,025 | $1.10M | 0.04% | −726−9.4% | Reduced |
| Bridgewater Advisors Inc. | 5,920 | $1.10M | 0.06% | +3,273+123.6% | Added |
| Cypress Capital Group | 7,030 | $1.10M | 0.10% | +2,434+53.0% | Added |
| Tealwood Asset Management Inc | 7,036 | $1.10M | 0.42% | +20.0% | Added |
| Decatur Capital Management, Inc. | 7,047 | $1.10M | 0.37% | +7,047 | New |
| Cito Capital Group, LLC | 7,025 | $1.10M | 0.30% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 7,049 | $1.10M | 0.15% | +197+2.9% | Added |
| Wiregrass Investment Management LLC | 7,147 | $1.12M | 0.76% | −535−7.0% | Reduced |
| Elmwood Wealth Management, Inc. | 7,169 | $1.12M | 0.28% | −282−3.8% | Reduced |
| Charter Research & Investment Group, Inc. | 7,170 | $1.12M | 0.68% | −255−3.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,199 | $1.13M | 0.05% | −680−8.6% | Reduced |
| Circle Wealth Management, LLC | 7,224 | $1.13M | 0.01% | +7,224 | New |
| Boyd Watterson Asset Management LLC | 7,274 | $1.14M | 0.31% | −4,889−40.2% | Reduced |
| Creative Financial Designs Inc | 7,286 | $1.14M | 0.05% | +2,552+53.9% | Added |
| Northbridge Financial Group, LLC | 7,287 | $1.14M | 0.44% | +662+10.0% | Added |
| WSFS Capital Management, LLC | 7,301 | $1.14M | 0.05% | −316−4.1% | Reduced |
| Gen-Wealth Partners Inc | 7,314 | $1.15M | 0.32% | 00.0% | Unchanged |
| Kentucky Trust Co | 7,332 | $1.15M | 0.55% | −150−2.0% | Reduced |
| Naviter Wealth, LLC | 7,317 | $1.15M | 0.10% | −478−6.1% | Reduced |
| SCS Capital Management LLC | 7,349 | $1.15M | 0.01% | −1,118−13.2% | Reduced |
| Gs Investments, Inc. | 7,383 | $1.16M | 0.84% | −4,310−36.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,408 | $1.16M | 0.00% | +3,601+94.6% | Added |
| Cravens & Co Advisors, LLC | 7,416 | $1.16M | 0.78% | +6,181+500.5% | Added |
| Buckingham Strategic Partners | 7,449 | $1.17M | 0.01% | −5,048−40.4% | Reduced |
| Anchor Bay Capital, Inc. | 5,913 | $1.17M | 0.63% | +5,913 | New |
| Angeles Wealth Management, LLC | 7,510 | $1.18M | 0.05% | +2,180+40.9% | Added |
| Cigna Investments Inc | 7,524 | $1.18M | 0.15% | −1,186−13.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,546 | $1.18M | 0.67% | −3,734−33.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,615 | $1.19M | 0.06% | −6,699−46.8% | Reduced |
| Flagship Harbor Advisors, LLC | 7,675 | $1.20M | 0.05% | −208−2.6% | Reduced |
| Rakuten Securities, Inc. | 7,676 | $1.20M | 0.28% | +4,675+155.8% | Added |
| Perennial Investment Advisors, LLC | 7,702 | $1.21M | 0.08% | +1,976+34.5% | Added |
| Hillsdale Investment Management Inc. | 7,730 | $1.21M | 0.03% | −21,964−74.0% | Reduced |
| Transcend Wealth Collective, LLC | 7,784 | $1.22M | 0.08% | −103−1.3% | Reduced |
| B&D White Capital Company, LLC | 7,800 | $1.22M | 0.12% | +6,200+387.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,812 | $1.22M | 0.03% | −278−3.4% | Reduced |
| Formidable Asset Management, LLC | 6,605 | $1.23M | 0.20% | +1,915+40.8% | Added |
| Mainsail Financial Group, LLC | 7,874 | $1.23M | 0.42% | +1,107+16.4% | Added |
| Beacon Investment Advisors LLC | 7,876 | $1.23M | 0.39% | +164+2.1% | Added |
| Union Bancaire Privee, UBP SA | 8,359 | $1.24M | 0.02% | −36,627−81.4% | Reduced |
| Jefferson Bridge Capital, LLC | 7,919 | $1.24M | 1.07% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 7,949 | $1.25M | 0.33% | +436+5.8% | Added |
| Legacy Private Trust Co. | 7,950 | $1.25M | 0.07% | −7,072−47.1% | Reduced |
| Independence Bank of Kentucky | 7,956 | $1.25M | 0.14% | −3,597−31.1% | Reduced |
| Signature Equity Partners, LLC | 7,977 | $1.25M | 0.57% | +2,777+53.4% | Added |
| BTC Capital Management, Inc. | 7,980 | $1.25M | 0.08% | +710+9.8% | Added |
| Sowell Financial Services LLC | 7,989 | $1.25M | 0.04% | −980−10.9% | Reduced |
| Generali Investments, Management Co LLC | 7,998 | $1.25M | 0.27% | −3,504−30.5% | Reduced |
| Picton Mahoney Asset Management | 8,005 | $1.25M | 0.01% | +8,005 | New |
| AA Financial Advisors, LLC | 8,089 | $1.27M | 0.15% | +1,430+21.5% | Added |
| Smithbridge Asset Management Inc | 8,098 | $1.27M | 0.17% | −578−6.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,200 | $1.28M | 0.02% | −480−5.5% | Reduced |
| Shay Capital LLC | 8,200 | $1.28M | 0.14% | +8,200 | New |
| Bridgeway Capital Management, LLC | 8,230 | $1.29M | 0.02% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 8,278 | $1.30M | 0.01% | −112,185−93.1% | Reduced |
| HBK Sorce Advisory LLC | 6,722 | $1.30M | 0.03% | −102−1.5% | Reduced |
| National Asset Management, Inc. | 8,237 | $1.30M | 0.07% | −385−4.5% | Reduced |
| RFG Advisory, LLC | 8,306 | $1.30M | 0.02% | −4,871−37.0% | Reduced |
| Triangle Securities Wealth Management | 8,348 | $1.31M | 0.26% | −404−4.6% | Reduced |
| Orin Green Financial, LLC | 8,370 | $1.31M | 0.48% | −20.0% | Reduced |
| Steinberg Asset Management LLC | 8,349 | $1.31M | 0.82% | +10.0% | Added |
| CenterStar Asset Management, LLC | 8,355 | $1.31M | 1.02% | +8,355 | New |
| Finer Wealth Management, Inc. | 8,383 | $1.31M | 0.59% | −2,352−21.9% | Reduced |
| Keeler Thomas Management LLC | 8,392 | $1.31M | 0.47% | +671+8.7% | Added |
| Arthur M. Cohen & Associates, LLC | 8,399 | $1.32M | 0.21% | −203−2.4% | Reduced |
| Capital Markets Trading UK LLP | 8,414 | $1.32M | 0.94% | +5,584+197.3% | Added |
| Navalign, LLC | 8,415 | $1.32M | 0.31% | +1,900+29.2% | Added |
| Cullinan Associates Inc | 8,430 | $1.32M | 0.10% | −25−0.3% | Reduced |
| Hancock Whitney Corp | 8,457 | $1.32M | 0.02% | −25−0.3% | Reduced |
| Cornerstone Wealth Management, LLC | 8,463 | $1.33M | 0.06% | −2,675−24.0% | Reduced |
| Means Investment Co., Inc. | 8,489 | $1.33M | 0.10% | −6,602−43.7% | Reduced |
| Chiron Capital Management, LLC | 8,491 | $1.33M | 1.19% | +633+8.1% | Added |
| Harbour Investments, Inc. | 8,526 | $1.34M | 0.02% | +108+1.3% | Added |
| Stoneridge Investment Partners LLC | 7,316 | $1.35M | 0.88% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 8,593 | $1.35M | 0.07% | +1,648+23.7% | Added |
| Aaron Wealth Advisors | 8,616 | $1.35M | 0.07% | +299+3.6% | Added |
| Kingswood Wealth Advisors, LLC | 8,698 | $1.36M | 0.05% | −2,171−20.0% | Reduced |
| Avantax Planning Partners, Inc. | 8,751 | $1.37M | 0.03% | +773+9.7% | Added |
| Tiemann Investment Advisors, LLC | 8,755 | $1.37M | 0.50% | −765−8.0% | Reduced |
| TLWM | 8,755 | $1.37M | 0.22% | −855−8.9% | Reduced |
| Cetera Trust Company, N.A | 8,801 | $1.38M | 0.69% | −75−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 8,824 | $1.38M | 0.01% | −5,819−39.7% | Reduced |
| Vectors Research Management, LLC | 8,836 | $1.38M | 0.36% | +175+2.0% | Added |
| Nelson Capital Management, LLC | 8,884 | $1.39M | 0.15% | +161+1.8% | Added |
| Moneta Group Investment Advisors LLC | 8,906 | $1.40M | 0.01% | −722−7.5% | Reduced |
| Norden Group LLC | 8,910 | $1.40M | 0.11% | −50,870−85.1% | Reduced |
| Change Path, LLC | 8,957 | $1.40M | 0.03% | −4,273−32.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 9,045 | $1.42M | 0.02% | +2,529+38.8% | Added |
| Insigneo Advisory Services, LLC | 9,049 | $1.42M | 0.05% | −1,926−17.5% | Reduced |
| Silvant Capital Management LLC | 9,100 | $1.43M | 0.04% | +283+3.2% | Added |
| Rodgers Brothers Inc. | 9,151 | $1.43M | 0.14% | −500−5.2% | Reduced |
| RMR Wealth Builders | 9,173 | $1.44M | 0.09% | −5,408−37.1% | Reduced |
| Umpqua Bank | 9,182 | $1.44M | 0.32% | +948+11.5% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 9,183 | $1.44M | 0.08% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 9,274 | $1.45M | 0.70% | −765−7.6% | Reduced |