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 |
|---|---|---|---|---|---|
| Norway Savings Bank | 11,330 | $1.77M | 0.74% | −656−5.5% | Reduced |
| HighPoint Advisor Group LLC | 11,302 | $1.77M | 0.06% | −1,979−14.9% | Reduced |
| Shikiar Asset Management Inc | 11,300 | $1.77M | 0.45% | −3,407−23.2% | Reduced |
| Williams & Novak, LLC | 11,292 | $1.77M | 1.18% | +65+0.6% | Added |
| United Bank | 11,271 | $1.77M | 0.54% | +166+1.5% | Added |
| JT Stratford LLC | 11,243 | $1.76M | 0.19% | +5,690+102.5% | Added |
| First Horizon Corp | 11,219 | $1.76M | 0.07% | −1,402−11.1% | Reduced |
| Eagle Strategies LLC | 11,165 | $1.75M | 0.17% | +722+6.9% | Added |
| Citizens & Northern Corp | 11,156 | $1.75M | 0.40% | +2,209+24.7% | Added |
| Valicenti Advisory Services Inc | 11,040 | $1.73M | 0.33% | −148−1.3% | Reduced |
| Diversified Trust Co | 11,018 | $1.73M | 0.03% | −4,738−30.1% | Reduced |
| Howard Capital Management Inc. | 11,010 | $1.72M | 0.02% | +2,954+36.7% | Added |
| RB Capital Management, LLC | 10,939 | $1.71M | 0.34% | −9,210−45.7% | Reduced |
| Sculati Wealth Management, LLC | 10,011 | $1.71M | 0.57% | −151−1.5% | Reduced |
| Harrell Investment Partners, LLC | 10,910 | $1.71M | 0.37% | −590−5.1% | Reduced |
| Parsons Capital Management Inc | 10,872 | $1.70M | 0.08% | −1,080−9.0% | Reduced |
| Icon Advisers Inc | 10,862 | $1.70M | 0.32% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 10,842 | $1.70M | 0.07% | +1,009+10.3% | Added |
| Boomfish Wealth Group, LLC | 10,795 | $1.69M | 0.77% | −534−4.7% | Reduced |
| Moors & Cabot, Inc. | 10,793 | $1.69M | 0.07% | −27,959−72.1% | Reduced |
| Caldwell Trust Co | 10,716 | $1.68M | 0.14% | −3,062−22.2% | Reduced |
| Davenport & Co LLC | 10,712 | $1.68M | 0.01% | −13,508−55.8% | Reduced |
| CWA Asset Management Group, LLC | 10,669 | $1.67M | 0.05% | −504−4.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 10,668 | $1.67M | 0.60% | −540−4.8% | Reduced |
| HF Advisory Group, LLC | 10,647 | $1.67M | 0.52% | +1,238+13.2% | Added |
| Jacobi Capital Management LLC | 10,635 | $1.67M | 0.08% | −721−6.3% | Reduced |
| Portfolio Design Labs, LLC | 10,585 | $1.66M | 0.27% | +989+10.3% | Added |
| Bradley Foster & Sargent Inc | 10,530 | $1.65M | 0.02% | −6,062−36.5% | Reduced |
| Quadrant Capital Group LLC | 10,500 | $1.64M | 0.05% | −24,892−70.3% | Reduced |
| IHT Wealth Management, LLC | 10,495 | $1.64M | 0.03% | −2,944−21.9% | Reduced |
| Westside Investment Management, Inc. | 10,480 | $1.64M | 0.22% | +915+9.6% | Added |
| Osmosis Investment Management UK Ltd | 10,398 | $1.63M | 0.08% | −1,343−11.4% | Reduced |
| LFG Wealth Partners, LLC | 10,397 | $1.63M | 0.76% | +10,397 | New |
| Boyar Asset Management Inc. | 10,396 | $1.63M | 0.93% | +2,702+35.1% | Added |
| Trust Asset Management LLC | 10,390 | $1.63M | 0.10% | −247−2.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 10,346 | $1.62M | 0.17% | +315+3.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 10,308 | $1.61M | 0.46% | −2,259−18.0% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 10,292 | $1.61M | 0.01% | −1,424−12.2% | Reduced |
| Arta Finance Wealth Management LLC | 10,254 | $1.61M | 0.69% | +3,286+47.2% | Added |
| Kornitzer Capital Management Inc | 10,249 | $1.61M | 0.03% | −406−3.8% | Reduced |
| Ronald Blue Trust, Inc. | 10,232 | $1.60M | 0.02% | +318+3.2% | Added |
| Ahara Advisors LLC | 10,228 | $1.60M | 1.08% | +2,466+31.8% | Added |
| Stance Capital LLC | 10,172 | $1.59M | 0.49% | +10,172 | New |
| Acumen Wealth Advisors, LLC | 10,096 | $1.59M | 0.34% | −10,134−50.1% | Reduced |
| South State Corp. | 10,121 | $1.59M | 0.07% | −3,701−26.8% | Reduced |
| GPM Growth Investors, Inc. | 10,115 | $1.58M | 0.66% | −1,568−13.4% | Reduced |
| Cache Advisors, LLC | 10,101 | $1.58M | 0.13% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10,051 | $1.57M | 0.15% | +581+6.1% | Added |
| Roundview Capital LLC | 10,017 | $1.57M | 0.09% | −400−3.8% | Reduced |
| Alight Capital Management LP | 10,000 | $1.57M | 0.25% | −10,000−50.0% | Reduced |
| Cumberland Partners Ltd | 10,000 | $1.57M | 0.10% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 9,961 | $1.56M | 0.13% | +1,883+23.3% | Added |
| Buckland Partners Management Co LLC | 9,932 | $1.56M | 0.76% | +2,000+25.2% | Added |
| Northstar Asset Management Inc | 9,955 | $1.56M | 0.46% | −9,986−50.1% | Reduced |
| Tower Research Capital LLC (TRC) | 9,946 | $1.56M | 0.04% | −22,545−69.4% | Reduced |
| OMC Financial Services LTD | 9,935 | $1.56M | 0.52% | −626−5.9% | Reduced |
| First County Bank | 9,931 | $1.56M | 0.73% | −223−2.2% | Reduced |
| Fulton Bank, N.A. | 9,921 | $1.55M | 0.05% | −580−5.5% | Reduced |
| Great Lakes Retirement, Inc. | 9,861 | $1.55M | 0.14% | +1,144+13.1% | Added |
| Hills Bank & Trust Co | 9,869 | $1.55M | 0.07% | −2,450−19.9% | Reduced |
| Lazard Freres Gestion S.A.S. | 9,840 | $1.54M | 0.03% | −2,605−20.9% | Reduced |
| Compton Wealth Advisory Group, LLC | 9,425 | $1.54M | 0.31% | −62−0.7% | Reduced |
| Sphera Management Technology Funds Ltd | 9,820 | $1.54M | 0.54% | +4,320+78.5% | Added |
| Atom Investors LP | 9,809 | $1.54M | 0.14% | +9,809 | New |
| Bangor Savings Bank | 9,795 | $1.53M | 0.11% | −448−4.4% | Reduced |
| Western Wealth Management, LLC | 9,795 | $1.53M | 0.05% | −4,868−33.2% | Reduced |
| Ballast, Inc. | 9,737 | $1.53M | 0.29% | +3,415+54.0% | Added |
| Boltwood Capital Management | 9,706 | $1.52M | 0.35% | +490+5.3% | Added |
| Frank, Rimerman Advisors LLC | 9,636 | $1.51M | 0.09% | −3,541−26.9% | Reduced |
| Centaurus Financial, Inc. | 9,631 | $1.51M | 0.06% | −2,774−22.4% | Reduced |
| Savvy Advisors, Inc. | 9,609 | $1.51M | 0.03% | −3,962−29.2% | Reduced |
| LifePlan Financial, LLC | 9,589 | $1.50M | 1.05% | −2,385−19.9% | Reduced |
| Nixon Peabody Trust Co | 9,554 | $1.50M | 0.11% | −3,834−28.6% | Reduced |
| Lyell Wealth Management, LP | 9,551 | $1.50M | 0.09% | −5,804−37.8% | Reduced |
| Morangie Management LLC | 9,507 | $1.49M | 1.24% | −1,267−11.8% | Reduced |
| Chicago Partners Investment Group LLC | 9,485 | $1.49M | 0.03% | +998+11.8% | Added |
| Nano Cap New Millennium Growth Fund L P | 9,500 | $1.49M | 1.14% | +9,500 | New |
| IFC Advisors LLC | 9,489 | $1.49M | 0.19% | +7,937+511.4% | Added |
| Clarkston Capital Partners, LLC | 9,472 | $1.48M | 0.13% | −1,168−11.0% | Reduced |
| Valley National Advisers Inc | 9,449 | $1.48M | 0.16% | −11−0.1% | Reduced |
| Elevated Private Wealth, LLC | 9,431 | $1.48M | 1.41% | +9,431 | New |
| Tejara Capital Ltd | 9,400 | $1.47M | 0.61% | +9,400 | New |
| Fidelis Capital Partners, LLC | 9,399 | $1.47M | 0.08% | +2,222+31.0% | Added |
| Syon Capital LLC | 9,373 | $1.47M | 0.06% | −572−5.8% | Reduced |
| Moody National Bank Trust Division | 9,362 | $1.47M | 0.12% | −215−2.2% | Reduced |
| Connable Office Inc | 9,359 | $1.47M | 0.13% | +21+0.2% | Added |
| Pinnacle Holdings, LLC | 9,357 | $1.47M | 0.45% | −412−4.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 9,324 | $1.46M | 0.12% | −987−9.6% | Reduced |
| Jones Kertz & Associates, Inc. | 9,323 | $1.46M | 0.67% | −1,050−10.1% | Reduced |
| Paradigm Financial Partners, LLC | 9,299 | $1.46M | 0.13% | +743+8.7% | Added |
| Elevated Financial Group LLC | 9,292 | $1.46M | 0.41% | −32−0.3% | Reduced |
| Aft, Forsyth & Company, Inc. | 9,274 | $1.45M | 0.70% | −765−7.6% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 9,183 | $1.44M | 0.08% | 00.0% | Unchanged |
| Umpqua Bank | 9,182 | $1.44M | 0.32% | +948+11.5% | Added |
| RMR Wealth Builders | 9,173 | $1.44M | 0.09% | −5,408−37.1% | Reduced |
| Rodgers Brothers Inc. | 9,151 | $1.43M | 0.14% | −500−5.2% | Reduced |
| Silvant Capital Management LLC | 9,100 | $1.43M | 0.04% | +283+3.2% | Added |
| Insigneo Advisory Services, LLC | 9,049 | $1.42M | 0.05% | −1,926−17.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 9,045 | $1.42M | 0.02% | +2,529+38.8% | Added |
| Change Path, LLC | 8,957 | $1.40M | 0.03% | −4,273−32.3% | Reduced |