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; 2,491 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
- 2,491
- −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
- 1,296 more reduced
41 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 | 2,491 | $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 |
|---|---|---|---|---|---|
| Align Financial, LLC | 203 | $31.8K | 0.02% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 205 | $32.1K | 0.03% | −25−10.9% | Reduced |
| Ares Financial Consulting, LLC | 207 | $32.4K | 0.02% | −59−22.2% | Reduced |
| Stone House Investment Management, LLC | 210 | $32.9K | 0.00% | −10−4.5% | Reduced |
| Ulland Investment Advisors, LLC | 209 | $33.0K | 0.02% | −18−7.9% | Reduced |
| Noble Wealth Management PBC | 211 | $33.1K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 212 | $33.2K | 0.00% | −98−31.6% | Reduced |
| Proathlete Wealth Management LLC | 214 | $33.6K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 217 | $34.0K | 0.01% | +9+4.3% | Added |
| Marquette Asset Management, LLC | 218 | $34.2K | 0.00% | +191+707.4% | Added |
| CGC Financial Services, LLC | 223 | $34.9K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 225 | $35.2K | 0.01% | −4−1.7% | Reduced |
| Tidemark, LLC | 226 | $35.4K | 0.01% | −1−0.4% | Reduced |
| Dakota Community Bank & Trust NA | 227 | $35.6K | 0.11% | −429−65.4% | Reduced |
| MRP Capital Investments, LLC | 227 | $35.6K | 0.03% | −424−65.1% | Reduced |
| Raffa Wealth Management, LLC | 233 | $36.5K | 0.00% | +64+37.9% | Added |
| Osterweis Capital Management Inc | 236 | $37.0K | 0.00% | −266−53.0% | Reduced |
| Archer Investment Corp | 246 | $38.5K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 200 | $38.7K | 0.00% | −126−38.7% | Reduced |
| JPL Wealth Management, LLC | 248 | $38.9K | 0.01% | −90−26.6% | Reduced |
| Vision Financial Markets LLC | 239 | $39.0K | 0.03% | −200−45.6% | Reduced |
| Founders Capital Management | 249 | $39.0K | 0.02% | +13+5.5% | Added |
| Bayforest Capital Ltd | 253 | $39.6K | 0.04% | +253 | New |
| Abound Wealth Management | 258 | $40.5K | 0.01% | −284−52.4% | Reduced |
| Joseph Group Capital Management | 264 | $41.4K | 0.01% | −190−41.9% | Reduced |
| Raleigh Capital Management Inc. | 265 | $41.5K | 0.01% | +33+14.2% | Added |
| Atwood & Palmer Inc | 265 | $41.6K | 0.00% | −28−9.6% | Reduced |
| Centerpoint Advisors, LLC | 269 | $42.0K | 0.01% | +183+212.8% | Added |
| Crews Bank & Trust | 271 | $42.5K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 272 | $42.6K | 0.03% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 277 | $43.4K | 0.01% | +138+99.3% | Added |
| Armstrong Advisory Group, Inc | 289 | $45.3K | 0.00% | −26−8.3% | Reduced |
| Trifecta Capital Advisors, LLC | 292 | $45.7K | 0.01% | −26,569−98.9% | Reduced |
| Tiaa Trust, National Association | 294 | $46.1K | 0.00% | −212−41.9% | Reduced |
| Bank & Trust Co | 299 | $46.8K | 0.03% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 302 | $47.3K | 0.01% | −44−12.7% | Reduced |
| Lodestone Wealth Management LLC | 303 | $47.5K | 0.02% | −7−2.3% | Reduced |
| Rational Advisors LLC | 309 | $48.4K | 0.00% | +3+1.0% | Added |
| Bell Investment Advisors, Inc | 310 | $48.6K | 0.01% | −172−35.7% | Reduced |
| MB, Levis & Associates, LLC | 311 | $48.7K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 23,458 | $49.3K | 0.00% | −328−1.4% | Reduced |
| ZRC Wealth Management, LLC | 327 | $51.2K | 0.02% | +99+43.4% | Added |
| Financial Perspectives, Inc | 327 | $51.3K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 329 | $51.6K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 331 | $51.9K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 332 | $52.0K | 0.01% | +175+111.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 333 | $52.3K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 335 | $52.5K | 0.02% | −710−67.9% | Reduced |
| Security National Bank of Sioux City Iowa | 335 | $52.5K | 0.02% | +335 | New |
| First PREMIER Bank | 338 | $53.0K | 0.01% | −10−2.9% | Reduced |
| Quarry LP | 340 | $53.3K | 0.01% | −110−24.4% | Reduced |
| Coastline Trust Co | 343 | $53.7K | 0.00% | −313−47.7% | Reduced |
| Private Wealth Management Group, LLC | 348 | $54.6K | 0.01% | −11−3.1% | Reduced |
| Hickory Point Bank & Trust | 350 | $54.8K | 0.03% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 351 | $55.0K | 0.12% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 353 | $55.3K | 0.02% | −86−19.6% | Reduced |
| Delta Asset Management LLC | 358 | $56.1K | 0.00% | +76+27.0% | Added |
| CDKV Holdings LLC | 365 | $57.2K | 0.04% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 353 | $58.6K | 0.07% | −348−49.6% | Reduced |
| Wellington-Altus USA Inc. | 315 | $58.8K | 0.04% | +170+117.2% | Added |
| Fourth Dimension Wealth, LLC | 376 | $58.9K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 384 | $60.0K | 0.01% | +154+67.0% | Added |
| Basepoint Wealth LLC | 385 | $60.3K | 0.03% | +120+45.3% | Added |
| Cornerstone Planning Group LLC | 376 | $61.2K | 0.01% | −85−18.4% | Reduced |
| Frazier Financial Advisors, LLC | 394 | $61.7K | 0.03% | −193−32.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 403 | $63.1K | 0.02% | 00.0% | Unchanged |
| Bravera Wealth | 406 | $63.6K | 0.02% | −180−30.7% | Reduced |
| Redwood Park Advisors LLC | 409 | $64.1K | 0.05% | +1+0.2% | Added |
| Synergy Investment Management, LLC | 342 | $64.3K | 0.02% | +316+1,215.4% | Added |
| N.E.W. Advisory Services LLC | 423 | $66.2K | 0.00% | +82+24.0% | Added |
| West Branch Capital LLC | 426 | $66.7K | 0.02% | +116+37.4% | Added |
| Sankala Group LLC | 337 | $66.9K | 0.04% | −64−16.0% | Reduced |
| Strive Financial Group ,LLC | 432 | $67.7K | 0.03% | −99−18.6% | Reduced |
| McDonald Partners LLC | 433 | $67.8K | 0.02% | −12,044−96.5% | Reduced |
| Atlas Capital Advisors LLC | 434 | $68.0K | 0.01% | −681−61.1% | Reduced |
| Knuff & Co LLC | 440 | $68.9K | 0.02% | −2,075−82.5% | Reduced |
| Essential Partners LLC | 449 | $70.3K | 0.03% | −1,157−72.0% | Reduced |
| Paradigm Asset Management Co LLC | 450 | $70.5K | 0.02% | −5,600−92.6% | Reduced |
| Tobam | 462 | $72.0K | 0.02% | +462 | New |
| First United Bank Trust | 467 | $73.2K | 0.02% | −290−38.3% | Reduced |
| Mascoma Wealth Management LLC | 477 | $74.7K | 0.01% | −6−1.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 476 | $75.0K | 0.01% | +476 | New |
| GW&K Investment Management, LLC | 488 | $76.0K | 0.00% | −202−29.3% | Reduced |
| Private Wealth Asset Management, LLC | 487 | $76.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 491 | $77.2K | 0.01% | +101+25.9% | Added |
| UMA Financial Services, Inc. | 505 | $79.1K | 0.01% | +75+17.4% | Added |
| Bradley & Co. Private Wealth Management, LLC | 509 | $80.0K | 0.04% | 00.0% | Unchanged |
| Vaquero Private Wealth, Ltd | 511 | $80.1K | 0.02% | +511 | New |
| JCIC Asset Management Inc. | 430 | $80.3K | 0.02% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 516 | $80.8K | 0.01% | −66−11.3% | Reduced |
| Horizon Financial Services, LLC | 522 | $81.8K | 0.03% | +106+25.5% | Added |
| Hanson & Doremus Investment Management | 523 | $82.0K | 0.01% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 526 | $82.5K | 0.06% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 532 | $83.6K | 0.03% | −197−27.0% | Reduced |
| Covestor Ltd | 545 | $86.0K | 0.05% | +44+8.8% | Added |
| Murphy & Mullick Capital Management Corp | 555 | $86.9K | 0.05% | −372−40.1% | Reduced |
| Ogorek Anthony Joseph | 560 | $87.0K | 0.02% | +22+4.1% | Added |
| Prosperity Bancshares Inc | 580 | $90.9K | 0.06% | −398−40.7% | Reduced |
| Washington Trust Advisors, Inc. | 585 | $91.6K | 0.01% | −393−40.2% | Reduced |
| Canton Hathaway, LLC | 588 | $92.1K | 0.02% | −600−50.5% | Reduced |