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 |
|---|---|---|---|---|---|
| Jefferies Financial Group Inc. | 15,143 | $2.37M | 0.02% | +2,625+21.0% | Added |
| Great Valley Advisor Group, Inc. | 15,150 | $2.37M | 0.04% | −330−2.1% | Reduced |
| Ritholtz Wealth Management | 15,182 | $2.38M | 0.04% | −1,112−6.8% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 15,250 | $2.39M | 0.96% | +10,600+228.0% | Added |
| Gilliland Jeter Wealth Management LLC | 15,260 | $2.39M | 0.63% | −678−4.3% | Reduced |
| Azzad Asset Management Inc | 15,269 | $2.39M | 0.21% | −1,124−6.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 15,315 | $2.40M | 0.73% | +59+0.4% | Added |
| Beech Hill Advisors, Inc. | 15,366 | $2.41M | 1.06% | +1,701+12.4% | Added |
| Sepio Capital, LP | 15,432 | $2.42M | 0.12% | −1,596−9.4% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 15,483 | $2.43M | 0.37% | −808−5.0% | Reduced |
| RV Capital GmbH | 15,511 | $2.43M | 0.63% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 15,624 | $2.45M | 0.07% | 00.0% | Unchanged |
| Investment House LLC | 15,662 | $2.45M | 0.11% | +14,462+1,205.2% | Added |
| 180 Wealth Advisors, LLC | 15,692 | $2.46M | 0.25% | +1,854+13.4% | Added |
| NBT Bank N A | 15,716 | $2.46M | 0.16% | −811−4.9% | Reduced |
| Everence Capital Management Inc | 15,728 | $2.46M | 0.13% | −6,470−29.1% | Reduced |
| Naples Global Advisors, LLC | 15,684 | $2.46M | 0.15% | −3,731−19.2% | Reduced |
| Ballentine Partners, LLC | 15,810 | $2.48M | 0.03% | −2,359−13.0% | Reduced |
| Optas, LLC | 15,873 | $2.49M | 0.35% | −709−4.3% | Reduced |
| Morton Community Bank | 15,917 | $2.49M | 0.51% | +635+4.2% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,937 | $2.50M | 0.12% | +482+3.1% | Added |
| Prime Capital Investment Advisors, LLC | 15,983 | $2.50M | 0.02% | −34,445−68.3% | Reduced |
| Phoenix Holdings Ltd. | 15,969 | $2.50M | 0.02% | −974−5.7% | Reduced |
| Neo Ivy Capital Management | 15,991 | $2.51M | 0.58% | +15,991 | New |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $2.51M | 0.70% | 00.0% | Unchanged |
| Bailard, Inc. | 16,071 | $2.52M | 0.05% | +1,224+8.2% | Added |
| Investment Research & Advisory Group, Inc. | 16,192 | $2.54M | 0.79% | −16−0.1% | Reduced |
| BFSG, LLC | 16,249 | $2.55M | 0.23% | +1,032+6.8% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 16,322 | $2.56M | 0.68% | +5,770+54.7% | Added |
| Institute for Wealth Management, LLC. | 16,328 | $2.56M | 0.23% | −533−3.2% | Reduced |
| Smartleaf Asset Management LLC | 16,232 | $2.56M | 0.08% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 16,367 | $2.57M | 0.49% | −160−1.0% | Reduced |
| AustralianSuper Pty Ltd | 16,400 | $2.57M | 0.01% | +836+5.4% | Added |
| Smith, Salley & Associates | 16,453 | $2.58M | 0.11% | +452+2.8% | Added |
| Community Bank, N.A. | 16,468 | $2.58M | 0.28% | +2,836+20.8% | Added |
| Simmons Bank | 16,543 | $2.59M | 0.15% | −4,415−21.1% | Reduced |
| Advocate Group LLC | 16,933 | $2.65M | 0.40% | +2,842+20.2% | Added |
| Hixon Zuercher, LLC | 16,995 | $2.66M | 0.78% | −59−0.3% | Reduced |
| South Dakota Investment Council | 17,053 | $2.67M | 0.05% | +2,284+15.5% | Added |
| LM Advisors LLC | 17,101 | $2.69M | 0.31% | +13,735+408.1% | Added |
| First Financial Bank - Trust Division | 17,315 | $2.71M | 0.19% | −3,226−15.7% | Reduced |
| Wealthcare Advisory Partners LLC | 17,364 | $2.72M | 0.05% | +4,664+36.7% | Added |
| Advisors Capital Management, LLC | 17,375 | $2.72M | 0.03% | −87,169−83.4% | Reduced |
| Adviser Investments LLC | 17,415 | $2.73M | 0.03% | −606−3.4% | Reduced |
| Cove Private Wealth, LLC | 17,455 | $2.73M | 0.53% | +4,808+38.0% | Added |
| Mission Wealth Management, LP | 17,471 | $2.74M | 0.03% | +3,913+28.9% | Added |
| Fifth Third Wealth Advisors LLC | 17,597 | $2.76M | 0.08% | −1,279−6.8% | Reduced |
| NorthRock Partners, LLC | 17,677 | $2.77M | 0.04% | +3,748+26.9% | Added |
| Beacon Investment Advisory Services, Inc. | 17,694 | $2.77M | 0.10% | −2,125−10.7% | Reduced |
| Callahan Advisors, LLC | 17,769 | $2.78M | 0.21% | −5,244−22.8% | Reduced |
| Odyssean, LLC | 17,920 | $2.81M | 0.46% | +10,485+141.0% | Added |
| Global Retirement Partners, LLC | 17,943 | $2.81M | 0.04% | +17,943 | New |
| Anchor Investment Management, LLC | 17,983 | $2.82M | 0.21% | +11,663+184.5% | Added |
| Ascent Group, LLC | 18,077 | $2.83M | 0.08% | −1,541−7.9% | Reduced |
| Woodmont Investment Counsel LLC | 18,079 | $2.83M | 0.15% | +631+3.6% | Added |
| Vickerman Investment Advisors, Inc. | 18,088 | $2.83M | 0.55% | +56+0.3% | Added |
| Arrow Financial Corp | 18,092 | $2.83M | 0.25% | +694+4.0% | Added |
| Kovitz Investment Group Partners, LLC | 18,140 | $2.84M | 0.06% | −158,820−89.7% | Reduced |
| NewEdge Wealth, LLC | 18,161 | $2.85M | 0.03% | −203,937−91.8% | Reduced |
| KMG Fiduciary Partners, LLC | 18,239 | $2.86M | 0.27% | −12,231−40.1% | Reduced |
| Courier Capital LLC | 18,373 | $2.88M | 0.14% | −144−0.8% | Reduced |
| Evolve Private Wealth, LLC | 18,335 | $2.88M | 0.18% | +845+4.8% | Added |
| Roberts Wealth Advisors, LLC | 18,452 | $2.89M | 0.66% | +52+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,465 | $2.89M | 0.08% | +229+1.3% | Added |
| Cary Street Partners Financial LLC | 18,521 | $2.90M | 0.06% | −3,288−15.1% | Reduced |
| Checchi Capital Advisers, LLC | 18,662 | $2.92M | 0.19% | −1,494−7.4% | Reduced |
| Webster Bank, N. A. | 18,672 | $2.93M | 0.25% | −4,213−18.4% | Reduced |
| Butensky & Cohen Financial Security, Inc | 18,776 | $2.94M | 0.73% | +18,776 | New |
| Pine Valley Investments Ltd Liability Co | 18,778 | $2.94M | 0.13% | +2,318+14.1% | Added |
| CAPROCK Group, Inc. | 18,706 | $2.95M | 0.06% | −9,962−34.7% | Reduced |
| Wedbush Securities Inc | 18,805 | $2.95M | 0.08% | −2,485−11.7% | Reduced |
| Colrain Capital LLC | 18,770 | $2.95M | 1.00% | +18,770 | New |
| SBI Securities Co., Ltd. | 18,833 | $2.95M | 0.07% | +304+1.6% | Added |
| Sigma Planning Corp | 18,891 | $2.96M | 0.07% | +1,517+8.7% | Added |
| Wahed Invest LLC | 18,916 | $2.96M | 0.31% | −3,979−17.4% | Reduced |
| Hohimer Wealth Management, LLC | 18,954 | $2.97M | 0.31% | +818+4.5% | Added |
| Ashton Thomas Private Wealth, LLC | 18,993 | $2.98M | 0.06% | −4,338−18.6% | Reduced |
| Johnson Investment Counsel Inc | 19,001 | $2.98M | 0.02% | −3,178−14.3% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 19,029 | $2.98M | 0.35% | +8,222+76.1% | Added |
| Whalerock Point Partners, LLC | 19,078 | $2.99M | 0.51% | +203+1.1% | Added |
| Iowa State Bank | 19,085 | $2.99M | 0.50% | −247−1.3% | Reduced |
| Sawyer & Company, Inc | 19,189 | $3.01M | 1.01% | +12+0.1% | Added |
| Correct Capital Wealth Management | 19,236 | $3.01M | 0.52% | −122−0.6% | Reduced |
| Central Trust Co | 19,269 | $3.02M | 0.05% | −2,052−9.6% | Reduced |
| Arlington Financial Advisors, LLC | 19,326 | $3.03M | 0.38% | +1,726+9.8% | Added |
| Valeo Financial Advisors, LLC | 19,443 | $3.05M | 0.06% | −1,018−5.0% | Reduced |
| Huntleigh Advisors, Inc. | 19,551 | $3.06M | 0.43% | +1,198+6.5% | Added |
| Portside Wealth Group, LLC | 19,588 | $3.07M | 0.36% | +2,289+13.2% | Added |
| Petredis Investment Advisors LLC | 19,621 | $3.07M | 0.21% | −47−0.2% | Reduced |
| Tema ETFs LLC | 19,635 | $3.08M | 0.10% | +1,885+10.6% | Added |
| WP Advisors, LLC | 19,650 | $3.08M | 0.74% | +10,675+118.9% | Added |
| Umb Bank N A | 19,704 | $3.09M | 0.04% | −34,767−63.8% | Reduced |
| Parus Finance (UK) Ltd | 19,745 | $3.09M | 0.81% | −444−2.2% | Reduced |
| Collar Capital Management, LLC | 19,845 | $3.11M | 1.83% | +2,457+14.1% | Added |
| Peapack Gladstone Financial Corp | 19,907 | $3.12M | 0.04% | −1,336−6.3% | Reduced |
| Consolidated Investment Group LLC | 19,915 | $3.12M | 0.27% | 00.0% | Unchanged |
| LGT Group Foundation | 20,057 | $3.14M | 0.04% | −6,334−24.0% | Reduced |
| Citizens Financial Group Inc | 20,010 | $3.14M | 0.04% | −1,944−8.9% | Reduced |
| Intesa Sanpaolo Wealth Management | 20,066 | $3.14M | 0.63% | −1,666−7.7% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 20,117 | $3.15M | 1.21% | +9,241+85.0% | Added |