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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 6,923 | $1.08M | 0.12% | −6,636−48.9% | Reduced |
| Fortress Private Ledger, LLC | 6,914 | $1.08M | 0.30% | +1,832+36.0% | Added |
| Brandywine Managers, LLC | 6,913 | $1.08M | 0.54% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 6,902 | $1.08M | 0.25% | +575+9.1% | Added |
| Rothschild Investment LLC | 6,895 | $1.08M | 0.04% | +1,959+39.7% | Added |
| SeaCrest Wealth Management, LLC | 6,891 | $1.08M | 0.12% | −1,832−21.0% | Reduced |
| First National Advisers, LLC | 6,855 | $1.07M | 0.15% | +199+3.0% | Added |
| Trust Co | 6,837 | $1.07M | 0.10% | +957+16.3% | Added |
| De Burlo Group Inc | 6,830 | $1.07M | 0.20% | −625−8.4% | Reduced |
| Kovack Advisors, Inc. | 6,667 | $1.07M | 0.05% | −187−2.7% | Reduced |
| Lavelle Capital LP | 6,823 | $1.07M | 0.54% | +1,392+25.6% | Added |
| Principle Wealth Partners LLC | 6,808 | $1.07M | 0.05% | +1,315+23.9% | Added |
| EverSource Wealth Advisors, LLC | 6,808 | $1.07M | 0.04% | −4,441−39.5% | Reduced |
| Soltis Investment Advisors LLC | 6,769 | $1.06M | 0.06% | +489+7.8% | Added |
| RFG Holdings, Inc. | 6,768 | $1.06M | 0.22% | +710+11.7% | Added |
| Pittenger & Anderson Inc | 6,760 | $1.06M | 0.04% | +220+3.4% | Added |
| Ridgewood Investments LLC | 6,758 | $1.06M | 0.40% | +2,507+59.0% | Added |
| Northwest & Ethical Investments L.P. | 6,752 | $1.06M | 0.02% | −640−8.7% | Reduced |
| Welch & Forbes LLC | 6,740 | $1.06M | 0.01% | −225−3.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,733 | $1.05M | 0.05% | −842−11.1% | Reduced |
| Alerus Financial NA | 6,721 | $1.05M | 0.05% | +3,416+103.4% | Added |
| Prelude Capital Management, LLC | 6,681 | $1.05M | 0.08% | +1,632+32.3% | Added |
| FinArc Investments, Inc. | 6,675 | $1.05M | 0.95% | +2,535+61.2% | Added |
| Sterling Investment Counsel, LLC | 6,675 | $1.05M | 0.25% | +370+5.9% | Added |
| Sound View Wealth Advisors Group, LLC | 6,673 | $1.05M | 0.06% | +944+16.5% | Added |
| Elyxium Wealth, LLC | 6,667 | $1.04M | 0.11% | +1,366+25.8% | Added |
| Verdence Capital Advisors LLC | 6,662 | $1.04M | 0.05% | +2,930+78.5% | Added |
| Excelsior Advisor Network LLC | 6,655 | $1.04M | 0.14% | +6,655 | New |
| BluePath Capital Management, LLC | 6,654 | $1.04M | 0.57% | +1,239+22.9% | Added |
| Mainstay Capital Management LLC | 6,645 | $1.04M | 0.08% | −369−5.3% | Reduced |
| Littlejohn Financial Services, Inc. | 6,638 | $1.04M | 0.76% | +233+3.6% | Added |
| Argent Advisors, Inc. | 6,621 | $1.04M | 0.26% | −335−4.8% | Reduced |
| Voya Financial Advisors, Inc. | 6,560 | $1.04M | 0.09% | −422−6.0% | Reduced |
| Granite Islands Private Wealth, LLC | 6,620 | $1.03M | 0.76% | +188+2.9% | Added |
| Koshinski Asset Management, Inc. | 6,558 | $1.03M | 0.05% | −485−6.9% | Reduced |
| Stablepoint Partners, LLC | 6,529 | $1.02M | 0.14% | −87−1.3% | Reduced |
| 1776 Wealth LLC | 6,488 | $1.02M | 0.36% | +71+1.1% | Added |
| St. Johns Investment Management Company, LLC | 6,465 | $1.01M | 0.38% | +1,201+22.8% | Added |
| Grant Private Wealth Management Inc | 6,457 | $1.01M | 0.43% | −658−9.2% | Reduced |
| Pictet Bank & Trust Ltd | 6,435 | $1.01M | 1.08% | +529+9.0% | Added |
| Ellevest, Inc. | 6,418 | $1.01M | 0.12% | −146−2.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 6,412 | $1.00M | 0.01% | −392−5.8% | Reduced |
| Alliance Wealth Advisors, LLC | 6,408 | $1.00M | 0.40% | −283−4.2% | Reduced |
| Premier Path Wealth Partners, LLC | 6,404 | $1.00M | 0.12% | −2,640−29.2% | Reduced |
| Concord Asset Management, LLC | 6,402 | $1.00M | 0.16% | −6,672−51.0% | Reduced |
| Marathon Trading Investment Management LLC | 6,400 | $1.00M | 0.11% | +4,150+184.4% | Added |
| Capstone Triton Financial Group, LLC | 6,383 | $1.00M | 0.58% | +6,383 | New |
| Thor Investment Management Inc | 6,377 | $999.0K | 0.57% | +348+5.8% | Added |
| Nautilus Advisors LLC | 6,106 | $997.2K | 0.59% | −364−5.6% | Reduced |
| Texas Bank & Trust Co | 6,355 | $995.6K | 0.33% | +767+13.7% | Added |
| Qtron Investments LLC | 6,346 | $994.2K | 0.13% | −774−10.9% | Reduced |
| Haverford Trust Co | 6,309 | $988.4K | 0.01% | −74,385−92.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 6,290 | $985.4K | 0.21% | +1,547+32.6% | Added |
| Neville Rodie & Shaw Inc | 6,240 | $978.0K | 0.06% | −1,025−14.1% | Reduced |
| Augustine Asset Management Inc | 6,226 | $975.4K | 0.20% | +10.0% | Added |
| First National Trust Co | 6,205 | $972.1K | 0.03% | −1,214−16.4% | Reduced |
| Cooper Financial Group | 6,197 | $970.8K | 0.08% | −662−9.7% | Reduced |
| Americana Partners, LLC | 6,195 | $970.5K | 0.02% | +1,296+26.5% | Added |
| Grove Bank & Trust | 6,173 | $967.1K | 0.10% | −191−3.0% | Reduced |
| Silicon Valley Capital Partners | 6,169 | $966.4K | 0.08% | −744−10.8% | Reduced |
| Quantessence Capital LLC | 6,159 | $964.9K | 2.84% | +6,159 | New |
| Avestar Capital, LLC | 6,137 | $963.0K | 0.06% | −1,932−23.9% | Reduced |
| Beaumont Asset Management, L.L.C. | 6,132 | $960.7K | 0.37% | −108−1.7% | Reduced |
| Churchill Financial Advisors, LLC | 6,130 | $960.3K | 0.19% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 6,101 | $955.8K | 0.12% | −650−9.6% | Reduced |
| Integrated Advisors Network LLC | 6,092 | $954.6K | 0.04% | −1,553−20.3% | Reduced |
| MV Capital Management, Inc. | 6,079 | $952.3K | 0.08% | −7,628−55.7% | Reduced |
| Intrust Bank NA | 6,069 | $950.8K | 0.07% | −1,600−20.9% | Reduced |
| Avidian Wealth Solutions, LLC | 6,063 | $949.8K | 0.03% | −260−4.1% | Reduced |
| Covenant Asset Management, LLC | 6,062 | $949.7K | 0.17% | +6,062 | New |
| Pincus Capital Management, LP | 6,059 | $949.2K | 0.57% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 6,046 | $947.2K | 0.28% | −124−2.0% | Reduced |
| Asset One Wealth Management LLC | 5,653 | $944.1K | 0.10% | −1,965−25.8% | Reduced |
| Citizens National Bank Trust Department | 6,012 | $941.8K | 0.14% | +917+18.0% | Added |
| DB Fitzpatrick & Co, Inc | 5,996 | $939.3K | 0.76% | −2,334−28.0% | Reduced |
| Sandhill Capital Partners LLC | 5,992 | $938.7K | 0.08% | −7,525−55.7% | Reduced |
| Anb Bank | 5,981 | $937.0K | 0.35% | +16+0.3% | Added |
| PCM Encore, LLC | 5,964 | $934.3K | 0.16% | −456−7.1% | Reduced |
| Eastern Bank | 5,889 | $922.6K | 0.01% | +982+20.0% | Added |
| Westpac Banking Corp | 5,887 | $922.3K | 0.06% | −687−10.5% | Reduced |
| Keudell/Morrison Wealth Management | 5,882 | $921.5K | 0.17% | −22−0.4% | Reduced |
| Choate Investment Advisors | 5,872 | $919.9K | 0.02% | −267−4.3% | Reduced |
| Apella Capital, LLC | 5,419 | $918.7K | 0.01% | +145+2.7% | Added |
| Trivant Custom Portfolio Group, LLC | 5,859 | $917.9K | 0.49% | +65+1.1% | Added |
| Paragon Capital Management Inc | 5,857 | $917.6K | 0.69% | −111−1.9% | Reduced |
| DeDora Capital, Inc. | 5,853 | $916.9K | 0.20% | −1,317−18.4% | Reduced |
| Malaga Cove Capital, LLC | 5,839 | $914.7K | 0.29% | −407−6.5% | Reduced |
| NBC Securities, Inc. | 5,813 | $910.8K | 0.06% | −11−0.2% | Reduced |
| Main Street Research LLC | 5,802 | $908.9K | 0.04% | −1,122−16.2% | Reduced |
| Crew Capital Management, Ltd. | 5,784 | $906.1K | 0.50% | +5,784 | New |
| Prosperity Financial Group, Inc. | 5,762 | $902.8K | 0.28% | +64+1.1% | Added |
| Cozad Asset Management Inc | 5,736 | $898.6K | 0.06% | −2,384−29.4% | Reduced |
| Heartland Bank & Trust Co | 5,725 | $896.9K | 0.19% | −86−1.5% | Reduced |
| TRUE Private Wealth Advisors | 5,717 | $895.6K | 0.08% | −241−4.0% | Reduced |
| Agf Management Ltd | 5,700 | $893.0K | 0.00% | +2,000+54.1% | Added |
| Stiles Financial Services Inc | 5,699 | $892.8K | 0.22% | +510+9.8% | Added |
| Science & Technology Partners, L.P. | 5,695 | $892.2K | 0.15% | +5,695 | New |
| Lavaca Capital LLC | 5,647 | $884.7K | 0.09% | +5,647 | New |
| Childress Capital Advisors, LLC | 5,627 | $881.5K | 0.14% | −1,321−19.0% | Reduced |
| Old Point Trust & Financial Services N A | 5,611 | $879.0K | 0.27% | +240+4.5% | Added |