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 |
|---|---|---|---|---|---|
| Norden Group LLC | 8,910 | $1.40M | 0.11% | −50,870−85.1% | Reduced |
| Moneta Group Investment Advisors LLC | 8,906 | $1.40M | 0.01% | −722−7.5% | Reduced |
| Nelson Capital Management, LLC | 8,884 | $1.39M | 0.15% | +161+1.8% | Added |
| Vectors Research Management, LLC | 8,836 | $1.38M | 0.36% | +175+2.0% | Added |
| Resources Investment Advisors, LLC. | 8,824 | $1.38M | 0.01% | −5,819−39.7% | Reduced |
| Cetera Trust Company, N.A | 8,801 | $1.38M | 0.69% | −75−0.8% | Reduced |
| TLWM | 8,755 | $1.37M | 0.22% | −855−8.9% | Reduced |
| Tiemann Investment Advisors, LLC | 8,755 | $1.37M | 0.50% | −765−8.0% | Reduced |
| Avantax Planning Partners, Inc. | 8,751 | $1.37M | 0.03% | +773+9.7% | Added |
| Kingswood Wealth Advisors, LLC | 8,698 | $1.36M | 0.05% | −2,171−20.0% | Reduced |
| Aaron Wealth Advisors | 8,616 | $1.35M | 0.07% | +299+3.6% | Added |
| Cambria Investment Management, L.P. | 8,593 | $1.35M | 0.07% | +1,648+23.7% | Added |
| Stoneridge Investment Partners LLC | 7,316 | $1.35M | 0.88% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8,526 | $1.34M | 0.02% | +108+1.3% | Added |
| Chiron Capital Management, LLC | 8,491 | $1.33M | 1.19% | +633+8.1% | Added |
| Means Investment Co., Inc. | 8,489 | $1.33M | 0.10% | −6,602−43.7% | Reduced |
| Cornerstone Wealth Management, LLC | 8,463 | $1.33M | 0.06% | −2,675−24.0% | Reduced |
| Hancock Whitney Corp | 8,457 | $1.32M | 0.02% | −25−0.3% | Reduced |
| Cullinan Associates Inc | 8,430 | $1.32M | 0.10% | −25−0.3% | Reduced |
| Navalign, LLC | 8,415 | $1.32M | 0.31% | +1,900+29.2% | Added |
| Capital Markets Trading UK LLP | 8,414 | $1.32M | 0.94% | +5,584+197.3% | Added |
| Arthur M. Cohen & Associates, LLC | 8,399 | $1.32M | 0.21% | −203−2.4% | Reduced |
| Keeler Thomas Management LLC | 8,392 | $1.31M | 0.47% | +671+8.7% | Added |
| Finer Wealth Management, Inc. | 8,383 | $1.31M | 0.59% | −2,352−21.9% | Reduced |
| CenterStar Asset Management, LLC | 8,355 | $1.31M | 1.02% | +8,355 | New |
| Steinberg Asset Management LLC | 8,349 | $1.31M | 0.82% | +10.0% | Added |
| Orin Green Financial, LLC | 8,370 | $1.31M | 0.48% | −20.0% | Reduced |
| Triangle Securities Wealth Management | 8,348 | $1.31M | 0.26% | −404−4.6% | Reduced |
| RFG Advisory, LLC | 8,306 | $1.30M | 0.02% | −4,871−37.0% | Reduced |
| National Asset Management, Inc. | 8,237 | $1.30M | 0.07% | −385−4.5% | Reduced |
| HBK Sorce Advisory LLC | 6,722 | $1.30M | 0.03% | −102−1.5% | Reduced |
| Meitav Dash Investments Ltd | 8,278 | $1.30M | 0.01% | −112,185−93.1% | Reduced |
| Bridgeway Capital Management, LLC | 8,230 | $1.29M | 0.02% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 8,200 | $1.28M | 0.02% | −480−5.5% | Reduced |
| Shay Capital LLC | 8,200 | $1.28M | 0.14% | +8,200 | New |
| Smithbridge Asset Management Inc | 8,098 | $1.27M | 0.17% | −578−6.7% | Reduced |
| AA Financial Advisors, LLC | 8,089 | $1.27M | 0.15% | +1,430+21.5% | Added |
| Picton Mahoney Asset Management | 8,005 | $1.25M | 0.01% | +8,005 | New |
| Generali Investments, Management Co LLC | 7,998 | $1.25M | 0.27% | −3,504−30.5% | Reduced |
| Sowell Financial Services LLC | 7,989 | $1.25M | 0.04% | −980−10.9% | Reduced |
| BTC Capital Management, Inc. | 7,980 | $1.25M | 0.08% | +710+9.8% | Added |
| Signature Equity Partners, LLC | 7,977 | $1.25M | 0.57% | +2,777+53.4% | Added |
| Independence Bank of Kentucky | 7,956 | $1.25M | 0.14% | −3,597−31.1% | Reduced |
| Legacy Private Trust Co. | 7,950 | $1.25M | 0.07% | −7,072−47.1% | Reduced |
| Atlas Brown,Inc. | 7,949 | $1.25M | 0.33% | +436+5.8% | Added |
| Jefferson Bridge Capital, LLC | 7,919 | $1.24M | 1.07% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 8,359 | $1.24M | 0.02% | −36,627−81.4% | Reduced |
| Beacon Investment Advisors LLC | 7,876 | $1.23M | 0.39% | +164+2.1% | Added |
| Mainsail Financial Group, LLC | 7,874 | $1.23M | 0.42% | +1,107+16.4% | Added |
| Formidable Asset Management, LLC | 6,605 | $1.23M | 0.20% | +1,915+40.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 7,812 | $1.22M | 0.03% | −278−3.4% | Reduced |
| B&D White Capital Company, LLC | 7,800 | $1.22M | 0.12% | +6,200+387.5% | Added |
| Transcend Wealth Collective, LLC | 7,784 | $1.22M | 0.08% | −103−1.3% | Reduced |
| Hillsdale Investment Management Inc. | 7,730 | $1.21M | 0.03% | −21,964−74.0% | Reduced |
| Perennial Investment Advisors, LLC | 7,702 | $1.21M | 0.08% | +1,976+34.5% | Added |
| Rakuten Securities, Inc. | 7,676 | $1.20M | 0.28% | +4,675+155.8% | Added |
| Flagship Harbor Advisors, LLC | 7,675 | $1.20M | 0.05% | −208−2.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,615 | $1.19M | 0.06% | −6,699−46.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 7,546 | $1.18M | 0.67% | −3,734−33.1% | Reduced |
| Cigna Investments Inc | 7,524 | $1.18M | 0.15% | −1,186−13.6% | Reduced |
| Angeles Wealth Management, LLC | 7,510 | $1.18M | 0.05% | +2,180+40.9% | Added |
| Anchor Bay Capital, Inc. | 5,913 | $1.17M | 0.63% | +5,913 | New |
| Buckingham Strategic Partners | 7,449 | $1.17M | 0.01% | −5,048−40.4% | Reduced |
| Cravens & Co Advisors, LLC | 7,416 | $1.16M | 0.78% | +6,181+500.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,408 | $1.16M | 0.00% | +3,601+94.6% | Added |
| Gs Investments, Inc. | 7,383 | $1.16M | 0.84% | −4,310−36.9% | Reduced |
| SCS Capital Management LLC | 7,349 | $1.15M | 0.01% | −1,118−13.2% | Reduced |
| Naviter Wealth, LLC | 7,317 | $1.15M | 0.10% | −478−6.1% | Reduced |
| Kentucky Trust Co | 7,332 | $1.15M | 0.55% | −150−2.0% | Reduced |
| Gen-Wealth Partners Inc | 7,314 | $1.15M | 0.32% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 7,301 | $1.14M | 0.05% | −316−4.1% | Reduced |
| Northbridge Financial Group, LLC | 7,287 | $1.14M | 0.44% | +662+10.0% | Added |
| Creative Financial Designs Inc | 7,286 | $1.14M | 0.05% | +2,552+53.9% | Added |
| Boyd Watterson Asset Management LLC | 7,274 | $1.14M | 0.31% | −4,889−40.2% | Reduced |
| Circle Wealth Management, LLC | 7,224 | $1.13M | 0.01% | +7,224 | New |
| Meiji Yasuda Asset Management Co Ltd. | 7,199 | $1.13M | 0.05% | −680−8.6% | Reduced |
| Charter Research & Investment Group, Inc. | 7,170 | $1.12M | 0.68% | −255−3.4% | Reduced |
| Elmwood Wealth Management, Inc. | 7,169 | $1.12M | 0.28% | −282−3.8% | Reduced |
| Wiregrass Investment Management LLC | 7,147 | $1.12M | 0.76% | −535−7.0% | Reduced |
| Regatta Capital Group, LLC | 7,049 | $1.10M | 0.15% | +197+2.9% | Added |
| Cito Capital Group, LLC | 7,025 | $1.10M | 0.30% | 00.0% | Unchanged |
| Decatur Capital Management, Inc. | 7,047 | $1.10M | 0.37% | +7,047 | New |
| Tealwood Asset Management Inc | 7,036 | $1.10M | 0.42% | +20.0% | Added |
| Cypress Capital Group | 7,030 | $1.10M | 0.10% | +2,434+53.0% | Added |
| Bridgewater Advisors Inc. | 5,920 | $1.10M | 0.06% | +3,273+123.6% | Added |
| SageView Advisory Group, LLC | 7,025 | $1.10M | 0.04% | −726−9.4% | Reduced |
| Ashton Thomas Securities, LLC | 7,074 | $1.10M | 0.16% | +102+1.5% | Added |
| Okabena Investment Services Inc | 7,018 | $1.10M | 0.20% | −73−1.0% | Reduced |
| Richard W. Paul & Associates, LLC | 7,018 | $1.10M | 0.34% | +7,014+175,350.0% | Added |
| Ameritas Investment Partners, Inc. | 7,017 | $1.10M | 0.03% | −1,386−16.5% | Reduced |
| CCM Investment Advisers LLC | 7,000 | $1.10M | 0.08% | −7,038−50.1% | Reduced |
| CDC Financial, Inc. | 7,000 | $1.10M | 0.84% | +1,000+16.7% | Added |
| Triglav Skladi, D.O.O. | 7,000 | $1.10M | 0.06% | +2,000+40.0% | Added |
| Westwood Holdings Group Inc. | 6,988 | $1.09M | 0.01% | −7,630−52.2% | Reduced |
| CNB Bank | 6,988 | $1.09M | 0.43% | +1,074+18.2% | Added |
| VELA Investment Management, LLC | 6,977 | $1.09M | 0.27% | −2,130−23.4% | Reduced |
| One Wealth Capital Management, LLC | 6,972 | $1.09M | 0.31% | +3,742+115.9% | Added |
| KCM Investment Advisors LLC | 6,957 | $1.09M | 0.03% | −245−3.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,936 | $1.09M | 0.29% | −48−0.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 6,918 | $1.09M | 0.16% | +456+7.1% | Added |