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
Q3 2026 data is still coming in: 8 institutions have reported holding CRM so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Elevated Financial Group LLC | 9,292 | $1.46M | 0.41% | −32−0.3% | Reduced |
| Paradigm Financial Partners, LLC | 9,299 | $1.46M | 0.13% | +743+8.7% | Added |
| Jones Kertz & Associates, Inc. | 9,323 | $1.46M | 0.67% | −1,050−10.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,324 | $1.46M | 0.12% | −987−9.6% | Reduced |
| Pinnacle Holdings, LLC | 9,357 | $1.47M | 0.45% | −412−4.2% | Reduced |
| Connable Office Inc | 9,359 | $1.47M | 0.13% | +21+0.2% | Added |
| Moody National Bank Trust Division | 9,362 | $1.47M | 0.12% | −215−2.2% | Reduced |
| Syon Capital LLC | 9,373 | $1.47M | 0.06% | −572−5.8% | Reduced |
| Fidelis Capital Partners, LLC | 9,399 | $1.47M | 0.08% | +2,222+31.0% | Added |
| Tejara Capital Ltd | 9,400 | $1.47M | 0.61% | +9,400 | New |
| Elevated Private Wealth, LLC | 9,431 | $1.48M | 1.41% | +9,431 | New |
| Valley National Advisers Inc | 9,449 | $1.48M | 0.16% | −11−0.1% | Reduced |
| Clarkston Capital Partners, LLC | 9,472 | $1.48M | 0.13% | −1,168−11.0% | Reduced |
| IFC Advisors LLC | 9,489 | $1.49M | 0.19% | +7,937+511.4% | Added |
| Nano Cap New Millennium Growth Fund L P | 9,500 | $1.49M | 1.14% | +9,500 | New |
| Chicago Partners Investment Group LLC | 9,485 | $1.49M | 0.03% | +998+11.8% | Added |
| Morangie Management LLC | 9,507 | $1.49M | 1.24% | −1,267−11.8% | Reduced |
| Lyell Wealth Management, LP | 9,551 | $1.50M | 0.09% | −5,804−37.8% | Reduced |
| Nixon Peabody Trust Co | 9,554 | $1.50M | 0.11% | −3,834−28.6% | Reduced |
| LifePlan Financial, LLC | 9,589 | $1.50M | 1.05% | −2,385−19.9% | Reduced |
| Savvy Advisors, Inc. | 9,609 | $1.51M | 0.03% | −3,962−29.2% | Reduced |
| Centaurus Financial, Inc. | 9,631 | $1.51M | 0.06% | −2,774−22.4% | Reduced |
| Frank, Rimerman Advisors LLC | 9,636 | $1.51M | 0.09% | −3,541−26.9% | Reduced |
| Boltwood Capital Management | 9,706 | $1.52M | 0.35% | +490+5.3% | Added |
| Ballast, Inc. | 9,737 | $1.53M | 0.29% | +3,415+54.0% | Added |
| Western Wealth Management, LLC | 9,795 | $1.53M | 0.05% | −4,868−33.2% | Reduced |
| Bangor Savings Bank | 9,795 | $1.53M | 0.11% | −448−4.4% | Reduced |
| Atom Investors LP | 9,809 | $1.54M | 0.14% | +9,809 | New |
| Sphera Management Technology Funds Ltd | 9,820 | $1.54M | 0.54% | +4,320+78.5% | Added |
| Compton Wealth Advisory Group, LLC | 9,425 | $1.54M | 0.31% | −62−0.7% | Reduced |
| Lazard Freres Gestion S.A.S. | 9,840 | $1.54M | 0.03% | −2,605−20.9% | Reduced |
| Hills Bank & Trust Co | 9,869 | $1.55M | 0.07% | −2,450−19.9% | Reduced |
| Great Lakes Retirement, Inc. | 9,861 | $1.55M | 0.14% | +1,144+13.1% | Added |
| Fulton Bank, N.A. | 9,921 | $1.55M | 0.05% | −580−5.5% | Reduced |
| First County Bank | 9,931 | $1.56M | 0.73% | −223−2.2% | Reduced |
| OMC Financial Services LTD | 9,935 | $1.56M | 0.52% | −626−5.9% | Reduced |
| Tower Research Capital LLC (TRC) | 9,946 | $1.56M | 0.04% | −22,545−69.4% | Reduced |
| Northstar Asset Management Inc | 9,955 | $1.56M | 0.46% | −9,986−50.1% | Reduced |
| Buckland Partners Management Co LLC | 9,932 | $1.56M | 0.76% | +2,000+25.2% | Added |
| KLCM Advisors, Inc. | 9,961 | $1.56M | 0.13% | +1,883+23.3% | Added |
| Alight Capital Management LP | 10,000 | $1.57M | 0.25% | −10,000−50.0% | Reduced |
| Cumberland Partners Ltd | 10,000 | $1.57M | 0.10% | 00.0% | Unchanged |
| Roundview Capital LLC | 10,017 | $1.57M | 0.09% | −400−3.8% | Reduced |
| Center for Financial Planning, Inc. | 10,051 | $1.57M | 0.15% | +581+6.1% | Added |
| Cache Advisors, LLC | 10,101 | $1.58M | 0.13% | 00.0% | Unchanged |
| GPM Growth Investors, Inc. | 10,115 | $1.58M | 0.66% | −1,568−13.4% | Reduced |
| South State Corp. | 10,121 | $1.59M | 0.07% | −3,701−26.8% | Reduced |
| Acumen Wealth Advisors, LLC | 10,096 | $1.59M | 0.34% | −10,134−50.1% | Reduced |
| Stance Capital LLC | 10,172 | $1.59M | 0.49% | +10,172 | New |
| Ahara Advisors LLC | 10,228 | $1.60M | 1.08% | +2,466+31.8% | Added |
| Ronald Blue Trust, Inc. | 10,232 | $1.60M | 0.02% | +318+3.2% | Added |
| Kornitzer Capital Management Inc | 10,249 | $1.61M | 0.03% | −406−3.8% | Reduced |
| Arta Finance Wealth Management LLC | 10,254 | $1.61M | 0.69% | +3,286+47.2% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 10,292 | $1.61M | 0.01% | −1,424−12.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 10,308 | $1.61M | 0.46% | −2,259−18.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 10,346 | $1.62M | 0.17% | +315+3.1% | Added |
| Trust Asset Management LLC | 10,390 | $1.63M | 0.10% | −247−2.3% | Reduced |
| Boyar Asset Management Inc. | 10,396 | $1.63M | 0.93% | +2,702+35.1% | Added |
| LFG Wealth Partners, LLC | 10,397 | $1.63M | 0.76% | +10,397 | New |
| Osmosis Investment Management UK Ltd | 10,398 | $1.63M | 0.08% | −1,343−11.4% | Reduced |
| Westside Investment Management, Inc. | 10,480 | $1.64M | 0.22% | +915+9.6% | Added |
| IHT Wealth Management, LLC | 10,495 | $1.64M | 0.03% | −2,944−21.9% | Reduced |
| Quadrant Capital Group LLC | 10,500 | $1.64M | 0.05% | −24,892−70.3% | Reduced |
| Bradley Foster & Sargent Inc | 10,530 | $1.65M | 0.02% | −6,062−36.5% | Reduced |
| Portfolio Design Labs, LLC | 10,585 | $1.66M | 0.27% | +989+10.3% | Added |
| Jacobi Capital Management LLC | 10,635 | $1.67M | 0.08% | −721−6.3% | Reduced |
| HF Advisory Group, LLC | 10,647 | $1.67M | 0.52% | +1,238+13.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 10,668 | $1.67M | 0.60% | −540−4.8% | Reduced |
| CWA Asset Management Group, LLC | 10,669 | $1.67M | 0.05% | −504−4.5% | Reduced |
| Davenport & Co LLC | 10,712 | $1.68M | 0.01% | −13,508−55.8% | Reduced |
| Caldwell Trust Co | 10,716 | $1.68M | 0.14% | −3,062−22.2% | Reduced |
| Moors & Cabot, Inc. | 10,793 | $1.69M | 0.07% | −27,959−72.1% | Reduced |
| Boomfish Wealth Group, LLC | 10,795 | $1.69M | 0.77% | −534−4.7% | Reduced |
| Venturi Wealth Management, LLC | 10,842 | $1.70M | 0.07% | +1,009+10.3% | Added |
| Icon Advisers Inc | 10,862 | $1.70M | 0.32% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 10,872 | $1.70M | 0.08% | −1,080−9.0% | Reduced |
| Harrell Investment Partners, LLC | 10,910 | $1.71M | 0.37% | −590−5.1% | Reduced |
| Sculati Wealth Management, LLC | 10,011 | $1.71M | 0.57% | −151−1.5% | Reduced |
| RB Capital Management, LLC | 10,939 | $1.71M | 0.34% | −9,210−45.7% | Reduced |
| Howard Capital Management Inc. | 11,010 | $1.72M | 0.02% | +2,954+36.7% | Added |
| Diversified Trust Co | 11,018 | $1.73M | 0.03% | −4,738−30.1% | Reduced |
| Valicenti Advisory Services Inc | 11,040 | $1.73M | 0.33% | −148−1.3% | Reduced |
| Citizens & Northern Corp | 11,156 | $1.75M | 0.40% | +2,209+24.7% | Added |
| Eagle Strategies LLC | 11,165 | $1.75M | 0.17% | +722+6.9% | Added |
| First Horizon Corp | 11,219 | $1.76M | 0.07% | −1,402−11.1% | Reduced |
| JT Stratford LLC | 11,243 | $1.76M | 0.19% | +5,690+102.5% | Added |
| United Bank | 11,271 | $1.77M | 0.54% | +166+1.5% | Added |
| Williams & Novak, LLC | 11,292 | $1.77M | 1.18% | +65+0.6% | Added |
| Shikiar Asset Management Inc | 11,300 | $1.77M | 0.45% | −3,407−23.2% | Reduced |
| HighPoint Advisor Group LLC | 11,302 | $1.77M | 0.06% | −1,979−14.9% | Reduced |
| Norway Savings Bank | 11,330 | $1.77M | 0.74% | −656−5.5% | Reduced |
| Mutual Advisors, LLC | 11,346 | $1.78M | 0.03% | −4,350−27.7% | Reduced |
| Next Capital Management LLC | 11,350 | $1.78M | 0.48% | 00.0% | Unchanged |
| Dover Advisors, LLC | 6,716 | $1.78M | 0.73% | −194−2.8% | Reduced |
| La Banque Postale Asset Management SA | 11,381 | $1.78M | 0.02% | −56,947−83.3% | Reduced |
| GHP Investment Advisors, Inc. | 11,429 | $1.79M | 0.07% | +11,273+7,226.3% | Added |
| Alta Capital Management LLC | 11,436 | $1.79M | 0.13% | +425+3.9% | Added |
| Atlantic Union Bankshares Corp | 11,474 | $1.80M | 0.03% | −7,608−39.9% | Reduced |
| Ameritas Advisory Services, LLC | 11,477 | $1.80M | 0.04% | +6,974+154.9% | Added |
| Fragasso Group Inc. | 11,501 | $1.80M | 0.10% | +302+2.7% | Added |