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 |
|---|---|---|---|---|---|
| Summa Corp. | 2,218 | $347.5K | 0.11% | −353−13.7% | Reduced |
| Everpar Advisors LLC | 2,221 | $347.9K | 0.10% | −1,221−35.5% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,215 | $348.0K | 0.05% | −65−2.9% | Reduced |
| Sapient Capital LLC | 2,217 | $348.3K | 0.00% | −2,728−55.2% | Reduced |
| Essex LLC | 2,224 | $348.4K | 0.05% | −195−8.1% | Reduced |
| Triumph Capital Management | 2,229 | $349.2K | 0.06% | +246+12.4% | Added |
| Range Advisory, LLC | 2,231 | $349.5K | 0.04% | −572−20.4% | Reduced |
| Equita Financial Network, Inc. | 2,233 | $349.8K | 0.10% | −1,101−33.0% | Reduced |
| Continuum Advisory, LLC | 2,234 | $350.0K | 0.03% | −4,906−68.7% | Reduced |
| Onefund, LLC | 2,234 | $350.0K | 0.20% | −381−14.6% | Reduced |
| Betterment LLC | 2,238 | $351.0K | 0.00% | +759+51.3% | Added |
| Pinnacle Bancorp, Inc. | 2,241 | $351.1K | 0.09% | +200+9.8% | Added |
| Kera Capital Partners, Inc. | 2,245 | $351.7K | 0.03% | −163−6.8% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 2,246 | $351.9K | 0.15% | −79−3.4% | Reduced |
| Cowa, LLC | 2,249 | $352.3K | 0.09% | +2,249 | New |
| Cypress Point Wealth Management, LLC | 2,249 | $352.3K | 0.07% | −348−13.4% | Reduced |
| Aviance Capital Partners, LLC | 2,250 | $352.5K | 0.04% | −155−6.4% | Reduced |
| Connecticut Wealth Management, LLC | 2,252 | $352.8K | 0.01% | −46−2.0% | Reduced |
| Sandro Wealth Management LLC | 2,252 | $352.8K | 0.25% | −119−5.0% | Reduced |
| Revolve Wealth Partners, LLC | 2,254 | $353.1K | 0.04% | +676+42.8% | Added |
| Cabot Wealth Management Inc | 2,255 | $353.3K | 0.04% | −143−6.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 2,255 | $353.3K | 0.01% | +1,755+351.0% | Added |
| Redwood Financial Network Corp | 2,257 | $353.5K | 0.20% | −299−11.7% | Reduced |
| Chesapeake Wealth Management | 2,258 | $353.7K | 0.10% | +534+31.0% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2,262 | $354.4K | 0.24% | 00.0% | Unchanged |
| Spectrum Investment Advisors, Inc. | 2,267 | $355.1K | 0.15% | +2,267 | New |
| Ferguson Wellman Capital Management, Inc | 2,268 | $355.3K | 0.00% | −142−5.9% | Reduced |
| Root Financial Partners, LLC | 2,269 | $355.4K | 0.01% | −1,273−35.9% | Reduced |
| Integrity Alliance, LLC. | 2,272 | $355.9K | 0.01% | −606−21.1% | Reduced |
| Sienna Gestion | 2,235 | $356.9K | 0.02% | −44,561−95.2% | Reduced |
| Symmetry Partners, LLC | 2,283 | $357.7K | 0.02% | +2,283 | New |
| IVC Wealth Advisors LLC | 2,286 | $358.1K | 0.14% | −232−9.2% | Reduced |
| Forum Financial Management, LP | 2,289 | $358.6K | 0.00% | −247−9.7% | Reduced |
| IFG Advisors, LLC | 2,290 | $358.8K | 0.05% | 00.0% | Unchanged |
| Bell Bank | 2,295 | $359.5K | 0.01% | −2,210−49.1% | Reduced |
| Hudock, Inc. | 2,299 | $360.2K | 0.05% | −276−10.7% | Reduced |
| Bensler, LLC | 2,308 | $361.5K | 0.03% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 2,314 | $362.5K | 0.16% | −115−4.7% | Reduced |
| Kestra Investment Management, LLC | 2,314 | $362.6K | 0.01% | −828−26.4% | Reduced |
| NorthStar Asset Management LLC | 2,319 | $363.2K | 0.15% | −708−23.4% | Reduced |
| Evermay Wealth Management LLC | 2,327 | $365.0K | 0.04% | −801−25.6% | Reduced |
| Indivisible Partners | 2,330 | $365.0K | 0.02% | +683+41.5% | Added |
| WD Rutherford LLC | 2,332 | $365.3K | 0.13% | −5,953−71.9% | Reduced |
| Virtue Capital Management, LLC | 2,347 | $367.6K | 0.05% | −69−2.9% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,340 | $367.7K | 0.06% | −41−1.7% | Reduced |
| Advisor OS, LLC | 2,348 | $368.0K | 0.02% | −331−12.4% | Reduced |
| Mirova | 2,363 | $370.2K | 0.01% | −352−13.0% | Reduced |
| SGL Investment Advisors, Inc. | 1,878 | $370.9K | 0.13% | −930−33.1% | Reduced |
| Wealth Science Advisors LLC | 2,368 | $371.0K | 0.16% | +2,218+1,478.7% | Added |
| Telos Capital Management, Inc. | 2,373 | $371.7K | 0.03% | −143−5.7% | Reduced |
| Howard Financial Services, Ltd. | 2,390 | $374.4K | 0.04% | +391+19.6% | Added |
| Wellington Shields Capital Management, LLC | 2,392 | $374.7K | 0.05% | −1,525−38.9% | Reduced |
| Titan Wealth (CI) Ltd | 2,400 | $376.1K | 0.14% | +1,185+97.5% | Added |
| Hill Island Financial LLC | 2,407 | $377.2K | 0.08% | +8+0.3% | Added |
| Orographic Financial Advisors, LLC | 1,963 | $379.0K | 0.25% | +118+6.4% | Added |
| ARS Wealth Advisors Group, LLC | 2,426 | $380.0K | 0.03% | −671−21.7% | Reduced |
| AdvisorShares Investments LLC | 2,430 | $380.7K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 2,435 | $381.4K | 0.03% | −436−15.2% | Reduced |
| Bernicke Wealth Management, Ltd. | 2,445 | $383.0K | 0.04% | −426−14.8% | Reduced |
| DMG Group, LLC | 2,457 | $384.9K | 0.26% | +745+43.5% | Added |
| Legacy Advisors, LLC | 2,456 | $386.1K | 0.04% | −187−7.1% | Reduced |
| Income Insurance Ltd | 2,470 | $386.9K | 0.23% | −400−13.9% | Reduced |
| Millstone Evans Group, LLC | 2,472 | $387.3K | 0.21% | +4+0.2% | Added |
| Nine Masts Capital Ltd | 2,474 | $387.6K | 0.04% | +2,474 | New |
| Natural Investments, LLC | 2,489 | $389.0K | 0.09% | 00.0% | Unchanged |
| Viawealth, LLC | 2,487 | $389.6K | 0.20% | −2,197−46.9% | Reduced |
| Apriem Advisors | 2,498 | $391.3K | 0.03% | −72−2.8% | Reduced |
| Embree Financial Group | 2,502 | $392.0K | 0.04% | −3,461−58.0% | Reduced |
| GAM Holding AG | 2,511 | $393.4K | 0.03% | +22+0.9% | Added |
| Catalyst Private Wealth, LLC | 2,511 | $393.4K | 0.19% | +96+4.0% | Added |
| Smith Chas P & Associates Pa Cpas | 2,516 | $394.2K | 0.02% | +17+0.7% | Added |
| SNS Financial Group, LLC | 2,519 | $394.7K | 0.01% | +2,519 | New |
| Signature Estate & Investment Advisors LLC | 2,513 | $395.0K | 0.01% | −778−23.6% | Reduced |
| Vigil Wealth Management, LLC | 2,533 | $396.8K | 0.28% | +2,533 | New |
| Financial Planning Hawaii, Inc. | 2,537 | $397.4K | 0.21% | +537+26.9% | Added |
| Brookwood Investment Group LLC | 2,543 | $398.4K | 0.05% | +1,065+72.1% | Added |
| Facet Wealth, Inc. | 2,552 | $399.8K | 0.01% | −49−1.9% | Reduced |
| Ameriflex Group, Inc. | 2,556 | $400.4K | 0.16% | +113+4.6% | Added |
| Meadow Creek Wealth Advisors LLC | 2,558 | $400.7K | 0.24% | −500−16.4% | Reduced |
| Boston Trust Walden Corp | 2,563 | $401.5K | 0.00% | −400−13.5% | Reduced |
| Elevated Capital Advisors, LLC | 2,578 | $403.9K | 0.11% | −1,510−36.9% | Reduced |
| Roman Butler Fullerton & Co | 2,368 | $405.4K | 0.10% | −2,049−46.4% | Reduced |
| Schmidt P J Investment Management Inc | 2,592 | $406.1K | 0.06% | −946−26.7% | Reduced |
| JNBA Financial Advisors | 2,593 | $406.2K | 0.03% | −1,512−36.8% | Reduced |
| Kuhn & Co Investment Counsel | 2,600 | $407.3K | 0.24% | +73+2.9% | Added |
| Baron Wealth Management LLC | 2,609 | $408.8K | 0.11% | +41+1.6% | Added |
| Tennessee Valley Asset Management Partners | 2,612 | $409.1K | 0.05% | +208+8.7% | Added |
| WealthCollab, LLC | 2,612 | $409.2K | 0.15% | +10.0% | Added |
| Jeppson Wealth Management, LLC | 2,614 | $409.5K | 0.12% | −71−2.6% | Reduced |
| Next Level Private LLC | 2,619 | $410.3K | 0.08% | −101−3.7% | Reduced |
| Quantum Private Wealth, LLC | 2,627 | $411.5K | 0.11% | −80−3.0% | Reduced |
| Security National Bank | 2,632 | $412.3K | 0.05% | −14−0.5% | Reduced |
| Aventura Private Wealth, LLC | 2,646 | $414.5K | 0.13% | −216−7.5% | Reduced |
| ZEGA Investments, LLC | 2,647 | $414.6K | 0.07% | +192+7.8% | Added |
| Kaizen Financial Strategies | 2,543 | $415.1K | 0.16% | −1,397−35.5% | Reduced |
| Phillips Wealth Planners LLC | 2,449 | $415.2K | 0.31% | −99−3.9% | Reduced |
| Michael B. Yongue | 2,653 | $415.6K | 0.29% | −147−5.3% | Reduced |
| Mairs & Power Inc | 2,656 | $416.1K | 0.00% | −47,340−94.7% | Reduced |
| Green Ridge Wealth Planning LLC | 2,656 | $416.1K | 0.18% | −638−19.4% | Reduced |
| Versant Capital Management, Inc | 2,670 | $418.3K | 0.04% | −845−24.0% | Reduced |