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; 2,493 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: 27 institutions have reported holding CRM so far. See Q3 2026
- Institutional holders
- 2,493
- −162 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
- 183
- 826 more added
- Sold out
- 345
- 1,296 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Birch Financial Group, LLC | 0 | $0 | 0.00% | −1,339−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −1,333−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −1,332−100.0% | Sold out |
| Golden Reserve Retirement LLC | 0 | $0 | 0.00% | −1,331−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −1,327−100.0% | Sold out |
| Riversedge Advisors, LLC | 0 | $0 | 0.00% | −1,325−100.0% | Sold out |
| First Growth Capital LLC | 0 | $0 | 0.00% | −1,324−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| Bestgate Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,308−100.0% | Sold out |
| Trueblood Wealth Management, LLC | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Rockline Wealth Management, LLC | 0 | $0 | 0.00% | −1,290−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,287−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,284−100.0% | Sold out |
| LeConte Wealth Management, LLC | 0 | $0 | 0.00% | −1,279−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| Holderness Investments Co | 0 | $0 | 0.00% | −1,274−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −1,272−100.0% | Sold out |
| Shrier Wealth Management, LLC | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| Sitrin Capital Management LLC | 0 | $0 | 0.00% | −1,266−100.0% | Sold out |
| Gradient Capital Advisors, LLC | 0 | $0 | 0.00% | −1,264−100.0% | Sold out |
| MSH Capital Advisors LLC | 0 | $0 | 0.00% | −1,263−100.0% | Sold out |
| Inman Jager Wealth Management, LLC | 0 | $0 | 0.00% | −1,257−100.0% | Sold out |
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −1,253−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,253−100.0% | Sold out |
| Welch Group, LLC | 0 | $0 | 0.00% | −1,251−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −1,246−100.0% | Sold out |
| Allen Capital Group, LLC | 0 | $0 | 0.00% | −1,241−100.0% | Sold out |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −1,239−100.0% | Sold out |
| Valley Financial Group, Inc. | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| Muirfield Wealth Advisors LLC | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| Avory & Company, LLC | 0 | $0 | 0.00% | −1,228−100.0% | Sold out |
| Wealth Architects, LLC | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| KC Investment Advisors, LLC | 0 | $0 | 0.00% | −1,227−100.0% | Sold out |
| Financial Partners Group, Inc | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,224−100.0% | Sold out |
| BKD Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,224−100.0% | Sold out |
| Mayfair Advisory Group, LLC | 0 | $0 | 0.00% | −1,222−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −1,219−100.0% | Sold out |
| Powers Advisory Group, LLC | 0 | $0 | 0.00% | −1,218−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −1,215−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −1,215−100.0% | Sold out |
| NFP Retirement, Inc. | 0 | $0 | 0.00% | −1,203−100.0% | Sold out |
| Klingenstein Fields & Co LP | 0 | $0 | 0.00% | −1,202−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Centurion Wealth Management LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Centennial Wealth Advisory LLC | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| OneAscent Investment Solutions LLC | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| Financial Management Network Inc | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Urban Wealth Management, LLC | 0 | $0 | 0.00% | −1,192−100.0% | Sold out |
| Wealthquest Corp | 0 | $0 | 0.00% | −1,190−100.0% | Sold out |
| Pettee Investors, Inc. | 0 | $0 | 0.00% | −1,253−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −1,177−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,173−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −1,169−100.0% | Sold out |
| OneAscent Wealth Management LLC | 0 | $0 | 0.00% | −1,166−100.0% | Sold out |
| Pinnacle West Asset Management, Inc. | 0 | $0 | 0.00% | −1,160−100.0% | Sold out |
| Peddock Capital Advisors, LLC | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| Vista Investment Management | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| Topsail Wealth Management, LLC | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −1,158−100.0% | Sold out |
| Terry L. Blaker | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| Cross Staff Investments Inc | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| Entelevest, LLC | 0 | $0 | 0.00% | −1,151−100.0% | Sold out |
| Vertex Planning Partners, LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Cypress Asset Management Inc | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Brady Martz Wealth Solutions, LLC | 0 | $0 | 0.00% | −1,146−100.0% | Sold out |
| Mine & Arao Wealth Creation & Management, LLC. | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Morling Financial Advisors, LLC | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| GSG Advisors LLC | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |
| Legacy Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,138−100.0% | Sold out |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −1,136−100.0% | Sold out |
| Mattern Wealth Management LLC | 0 | $0 | 0.00% | −1,135−100.0% | Sold out |
| Westmount Partners, LLC | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| Ambassador Advisors, LLC | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |
| Forte Asset Management LLC | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| Cardiff Park Advisors, LLC | 0 | $0 | 0.00% | −1,124−100.0% | Sold out |
| Code Waechter LLC | 0 | $0 | 0.00% | −1,117−100.0% | Sold out |
| CRA Financial Services, LLC | 0 | $0 | 0.00% | −1,116−100.0% | Sold out |
| Hamilton Capital, LLC | 0 | $0 | 0.00% | −1,116−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| Storen Legacy Partners, LLC | 0 | $0 | 0.00% | −1,107−100.0% | Sold out |
| Meriwether Wealth & Planning, LLC | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| Winter & Associates, Inc. | 0 | $0 | 0.00% | −1,115−100.0% | Sold out |
| Impact Capital Partners LLC | 0 | $0 | 0.00% | −1,105−100.0% | Sold out |
| Financial Network Wealth Management LLC | 0 | $0 | 0.00% | −1,105−100.0% | Sold out |
| Fort Sheridan Advisors LLC | 0 | $0 | 0.00% | −1,102−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −1,094−100.0% | Sold out |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| Mengis Capital Management, Inc. | 0 | $0 | 0.00% | −1,090−100.0% | Sold out |
| Five Oceans Advisors | 0 | $0 | 0.00% | −1,089−100.0% | Sold out |
| Blalock Williams, LLC | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Vann Equity Management LLC | 0 | $0 | 0.00% | −1,080−100.0% | Sold out |
| Clifford Group, LLC | 0 | $0 | 0.00% | −1,075−100.0% | Sold out |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −1,073−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1,067−100.0% | Sold out |
| Skylands Capital, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |