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 |
|---|---|---|---|---|---|
| Havemeyer Place LP | 14,671 | $2.30M | 0.23% | +14,671 | New |
| Meeder Advisory Services, Inc. | 14,641 | $2.29M | 0.08% | −1,209−7.6% | Reduced |
| Adell Harriman & Carpenter Inc | 14,628 | $2.29M | 0.12% | −9,786−40.1% | Reduced |
| Missouri Trust & Investment Co | 12,397 | $2.28M | 0.62% | +1,768+16.6% | Added |
| Sagespring Wealth Partners, LLC | 14,459 | $2.27M | 0.03% | −2,534−14.9% | Reduced |
| Fluent Financial, LLC | 14,458 | $2.26M | 0.81% | +14,458 | New |
| Garrett Investment Advisors LLC | 14,431 | $2.26M | 0.17% | −494−3.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 13,259 | $2.25M | 0.04% | −2,172−14.1% | Reduced |
| TCW Group Inc | 14,345 | $2.25M | 0.02% | −1,776−11.0% | Reduced |
| Resources Management Corp | 14,322 | $2.24M | 0.28% | +418+3.0% | Added |
| Quantbot Technologies LP | 14,184 | $2.22M | 0.09% | +976+7.4% | Added |
| Laurel Wealth Advisors LLC | 14,163 | $2.22M | 0.21% | +335+2.4% | Added |
| Linscomb & Williams, Inc. | 14,132 | $2.21M | 0.10% | +601+4.4% | Added |
| Convergence Financial, LLC | 14,117 | $2.21M | 0.18% | +6,624+88.4% | Added |
| Private Wealth Partners, LLC | 14,086 | $2.21M | 0.16% | −696−4.7% | Reduced |
| GTS Securities LLC | 14,081 | $2.21M | 0.05% | +10,367+279.1% | Added |
| Ocean Capital Management, LLC | 14,057 | $2.20M | 0.41% | −1,565−10.0% | Reduced |
| Blackstone Group Inc. | 13,975 | $2.19M | 0.01% | +13,975 | New |
| Modern Wealth Management, LLC | 13,953 | $2.19M | 0.03% | +8,622+161.7% | Added |
| Trust Co of Toledo NA | 13,935 | $2.18M | 0.18% | −222−1.6% | Reduced |
| HBW Advisory Services LLC | 13,799 | $2.16M | 0.20% | +701+5.4% | Added |
| Penserra Capital Management LLC | 13,788 | $2.16M | 0.02% | −164,800−92.3% | Reduced |
| Glen Eagle Advisors, LLC | 13,719 | $2.15M | 0.27% | +5,904+75.5% | Added |
| Palumbo Wealth Management LLC | 13,718 | $2.15M | 0.46% | −688−4.8% | Reduced |
| Nicollet Investment Management, Inc. | 13,703 | $2.15M | 0.66% | −306−2.2% | Reduced |
| WealthShield Partners, LLC | 13,630 | $2.14M | 0.33% | +227+1.7% | Added |
| Hillman Capital Management, Inc. | 13,658 | $2.14M | 1.55% | +2,702+24.7% | Added |
| North Star Investment Management Corp. | 13,651 | $2.14M | 0.12% | +8,502+165.1% | Added |
| Cohen Investment Advisors LLC | 13,612 | $2.13M | 0.96% | +466+3.5% | Added |
| Miracle Mile Advisors, LLC | 13,563 | $2.12M | 0.02% | −2,890−17.6% | Reduced |
| Coastal Bridge Advisors, LLC | 13,476 | $2.11M | 0.13% | −242−1.8% | Reduced |
| PFG Investments, LLC | 13,459 | $2.11M | 0.08% | +2,242+20.0% | Added |
| Canvas Wealth Advisors, LLC | 13,416 | $2.10M | 0.29% | +13,416 | New |
| Zhang Financial LLC | 13,425 | $2.10M | 0.06% | −24−0.2% | Reduced |
| SFE Investment Counsel | 13,353 | $2.09M | 0.29% | −1,240−8.5% | Reduced |
| AlTi Global, Inc. | 13,306 | $2.09M | 0.04% | −5,526−29.3% | Reduced |
| Rare Wolf Capital LLC | 13,314 | $2.09M | 1.34% | +3,859+40.8% | Added |
| Cornerstone Planning, LLC | 13,254 | $2.08M | 0.48% | +555+4.4% | Added |
| Lecap Asset Management Ltd | 13,241 | $2.07M | 0.89% | +13,241 | New |
| Summit Global Investments | 13,227 | $2.07M | 0.11% | +6,849+107.4% | Added |
| AMG National Trust Bank | 13,187 | $2.07M | 0.04% | +5,330+67.8% | Added |
| Pegasus Asset Management, Inc. | 13,179 | $2.06M | 0.59% | −11,777−47.2% | Reduced |
| Financial Gravity Companies, Inc. | 13,170 | $2.06M | 0.33% | +13,170 | New |
| Chemistry Wealth Management LLC | 13,155 | $2.06M | 0.33% | +5,063+62.6% | Added |
| Legacy Financial Advisors, Inc. | 13,125 | $2.06M | 0.25% | +1,746+15.3% | Added |
| IPG Investment Advisors LLC | 13,059 | $2.05M | 0.29% | −2,025−13.4% | Reduced |
| CFC Planning Co LLC | 13,078 | $2.05M | 1.21% | −652−4.7% | Reduced |
| Monarch Capital Management Inc | 13,029 | $2.04M | 0.47% | +2,325+21.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 13,000 | $2.04M | 0.11% | 00.0% | Unchanged |
| Edentree Asset Management Ltd | 12,987 | $2.03M | 0.62% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 12,969 | $2.03M | 0.42% | +495+4.0% | Added |
| Sovran Advisors, LLC | 11,181 | $2.03M | 0.15% | −1,446−11.5% | Reduced |
| Partners Capital Investment Group, LLP | 12,931 | $2.03M | 0.07% | −2,206−14.6% | Reduced |
| Demars Financial Group, LLC | 12,920 | $2.02M | 0.56% | +2,264+21.2% | Added |
| Teamwork Financial Advisors, LLC | 12,912 | $2.02M | 0.19% | +1,893+17.2% | Added |
| Magnetar Financial LLC | 12,789 | $2.00M | 0.02% | +12,789 | New |
| BCJ Capital Management, LLC | 12,678 | $1.99M | 0.10% | +2,222+21.3% | Added |
| Wedmont Private Capital | 12,110 | $1.98M | 0.05% | −5,292−30.4% | Reduced |
| Advisors Preferred, LLC | 11,900 | $1.98M | 0.31% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 12,612 | $1.98M | 0.44% | 00.0% | Unchanged |
| Conscious Wealth Investments, LLC | 11,595 | $1.97M | 1.01% | −10,877−48.4% | Reduced |
| Mirae Asset Securities (USA) Inc. | 12,535 | $1.96M | 0.09% | −37,574−75.0% | Reduced |
| Pictet North America Advisors SA | 12,510 | $1.96M | 0.17% | +6,110+95.5% | Added |
| Ledyard National Bank | 12,487 | $1.96M | 0.16% | −2,344−15.8% | Reduced |
| RMB Capital Management, LLC | 12,446 | $1.96M | 0.03% | −6,426−34.1% | Reduced |
| Capital Investment Advisors, LLC | 12,391 | $1.94M | 0.03% | −476−3.7% | Reduced |
| SummitTX Capital, L.P. | 12,270 | $1.92M | 0.05% | +12,270 | New |
| Gerber Kawasaki Wealth & Investment Management | 12,221 | $1.91M | 0.05% | +7,354+151.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 12,203 | $1.91M | 0.01% | +983+8.8% | Added |
| Frec Markets, Inc. | 12,198 | $1.91M | 0.17% | +3,369+38.2% | Added |
| KPP Advisory Services LLC | 12,124 | $1.90M | 0.24% | +329+2.8% | Added |
| M Holdings Securities, Inc. | 11,900 | $1.90M | 0.26% | +22+0.2% | Added |
| Aspiriant, LLC | 12,085 | $1.89M | 0.05% | +560+4.9% | Added |
| Atomi Financial Group, Inc. | 12,013 | $1.88M | 0.05% | −1,842−13.3% | Reduced |
| Caliber Wealth Management, LLC | 12,008 | $1.88M | 0.18% | +1,855+18.3% | Added |
| American Financial Group Inc | 12,000 | $1.88M | 0.66% | −15,000−55.6% | Reduced |
| Hunter Perkins Capital Management, LLC | 11,822 | $1.86M | 0.42% | +341+3.0% | Added |
| M. Kulyk & Associates, LLC | 11,838 | $1.85M | 0.30% | −10,170−46.2% | Reduced |
| Dillon & Associates Inc | 11,779 | $1.85M | 0.23% | −21,312−64.4% | Reduced |
| Texas Yale Capital Corp. | 11,739 | $1.84M | 0.04% | +6,780+136.7% | Added |
| New Hampshire Trust | 11,715 | $1.84M | 0.35% | −162−1.4% | Reduced |
| Atala Financial Inc | 11,652 | $1.83M | 1.11% | +220+1.9% | Added |
| Mattern Capital Management, LLC | 11,649 | $1.82M | 0.21% | +722+6.6% | Added |
| Gladstone Institutional Advisory LLC | 11,635 | $1.82M | 0.06% | −1,705−12.8% | Reduced |
| Rezny Wealth Management, Inc. | 11,627 | $1.82M | 0.31% | +11,627 | New |
| Kelly Lawrence W & Associates Inc | 11,593 | $1.82M | 0.39% | −300−2.5% | Reduced |
| Nilsine Partners, LLC | 11,592 | $1.82M | 0.13% | +46+0.4% | Added |
| VestGen Advisors, LLC | 11,570 | $1.81M | 0.05% | −595−4.9% | Reduced |
| AXS Investments LLC | 11,544 | $1.81M | 0.51% | −174−1.5% | Reduced |
| Peloton Wealth Strategists | 11,540 | $1.81M | 0.67% | −5,438−32.0% | Reduced |
| Parsonex Advisory Services, Inc. | 11,516 | $1.80M | 1.57% | −53−0.5% | Reduced |
| Fragasso Group Inc. | 11,501 | $1.80M | 0.10% | +302+2.7% | Added |
| Ameritas Advisory Services, LLC | 11,477 | $1.80M | 0.04% | +6,974+154.9% | Added |
| Atlantic Union Bankshares Corp | 11,474 | $1.80M | 0.03% | −7,608−39.9% | Reduced |
| Alta Capital Management LLC | 11,436 | $1.79M | 0.13% | +425+3.9% | Added |
| GHP Investment Advisors, Inc. | 11,429 | $1.79M | 0.07% | +11,273+7,226.3% | Added |
| La Banque Postale Asset Management SA | 11,381 | $1.78M | 0.02% | −56,947−83.3% | Reduced |
| Dover Advisors, LLC | 6,716 | $1.78M | 0.73% | −194−2.8% | Reduced |
| Next Capital Management LLC | 11,350 | $1.78M | 0.48% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,346 | $1.78M | 0.03% | −4,350−27.7% | Reduced |