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
Q3 2026 data is still coming in: 15 institutions have reported holding CRM so far. See Q3 2026
- Institutional holders
- 2,493
- −162 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
- 183
- 826 more added
- Sold out
- 345
- 1,296 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 |
|---|---|---|---|---|---|
| Old Point Trust & Financial Services N A | 5,611 | $879.0K | 0.27% | +240+4.5% | Added |
| Capital Analysts, LLC | 5,611 | $879.0K | 0.02% | −81−1.4% | Reduced |
| Orrstown Financial Services Inc | 5,605 | $878.1K | 0.13% | −122−2.1% | Reduced |
| Rockland Trust Co | 5,600 | $877.3K | 0.03% | −4,268−43.3% | Reduced |
| Coastwise Capital Group, LLC | 5,595 | $876.5K | 0.51% | −273−4.7% | Reduced |
| First Business Financial Services, Inc. | 5,594 | $876.4K | 0.07% | +285+5.4% | Added |
| Parcion Private Wealth LLC | 5,587 | $875.2K | 0.05% | −1,366−19.6% | Reduced |
| Tower Trust & Investment Co | 5,573 | $873.0K | 0.53% | +96+1.8% | Added |
| GraniteShares Advisors LLC | 5,563 | $871.5K | 0.56% | −1,287−18.8% | Reduced |
| Larson Financial Group LLC | 5,530 | $866.3K | 0.02% | −2,082−27.4% | Reduced |
| Groupe la Francaise | 5,701 | $865.0K | 0.01% | −55,764−90.7% | Reduced |
| Chapman Financial Group, LLC | 5,501 | $861.8K | 0.57% | +757+16.0% | Added |
| Journey Retirement Planning & Investment Management LLC | 5,500 | $861.7K | 0.67% | +311+6.0% | Added |
| Northstar Group, Inc. | 5,492 | $860.4K | 0.11% | −922−14.4% | Reduced |
| Camden Capital, LLC | 5,448 | $856.7K | 0.04% | −920−14.4% | Reduced |
| Unique Wealth Strategies, LLC | 5,461 | $855.6K | 0.31% | −1,060−16.3% | Reduced |
| St. Clair Advisors, LLC | 5,459 | $855.2K | 0.22% | 00.0% | Unchanged |
| Park Place Capital Corp | 5,455 | $854.6K | 0.14% | +25+0.5% | Added |
| TSFG, LLC | 5,427 | $850.0K | 0.11% | −349−6.0% | Reduced |
| Birch Hill Investment Advisors LLC | 5,375 | $842.0K | 0.03% | −1,120−17.2% | Reduced |
| South Plains Financial, Inc. | 5,341 | $836.7K | 0.45% | +494+10.2% | Added |
| Ostrum Asset Management | 5,334 | $835.6K | 0.04% | −1,786−25.1% | Reduced |
| Calamos Wealth Management LLC | 5,333 | $835.5K | 0.03% | −198−3.6% | Reduced |
| United Asset Strategies, Inc. | 5,322 | $833.8K | 0.06% | −265−4.7% | Reduced |
| Polymer Capital Management (US) LLC | 5,296 | $829.7K | 0.12% | +5,296 | New |
| Joel Isaacson & Co., LLC | 5,290 | $828.7K | 0.02% | −236−4.3% | Reduced |
| Invst, LLC | 5,287 | $828.2K | 0.08% | −1,725−24.6% | Reduced |
| Symphony Financial, Ltd. Co. | 5,256 | $828.0K | 0.09% | +540+11.5% | Added |
| 1st Source Bank | 5,277 | $826.7K | 0.04% | +1,335+33.9% | Added |
| Zacks Investment Management | 5,268 | $825.5K | 0.01% | −81,943−94.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 5,269 | $825.4K | 0.31% | −548−9.4% | Reduced |
| Private Trust Co NA | 5,257 | $823.6K | 0.07% | −703−11.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,247 | $822.0K | 0.21% | −1,199−18.6% | Reduced |
| Catalyst Financial Partners LLC | 5,245 | $821.7K | 0.08% | −2,862−35.3% | Reduced |
| Strengthening Families & Communities, LLC | 5,213 | $816.7K | 0.18% | −36−0.7% | Reduced |
| Ingalls & Snyder LLC | 5,191 | $813.0K | 0.02% | −287−5.2% | Reduced |
| Redmond Asset Management, LLC | 5,183 | $812.0K | 0.20% | −3−0.1% | Reduced |
| Steel Peak Wealth Management LLC | 5,161 | $810.8K | 0.02% | −17,275−77.0% | Reduced |
| Guerra Pan Advisors, LLC | 5,172 | $810.2K | 0.45% | −482−8.5% | Reduced |
| Birchbrook, Inc. | 5,170 | $810.0K | 0.38% | −691−11.8% | Reduced |
| MainStreet Investment Advisors LLC | 5,166 | $809.3K | 0.11% | +178+3.6% | Added |
| Advisory Alpha, LLC | 5,159 | $808.6K | 0.02% | +357+7.4% | Added |
| Maia Wealth LLC | 5,157 | $807.8K | 0.12% | −14,287−73.5% | Reduced |
| Carret Asset Management, LLC | 5,124 | $802.7K | 0.07% | −425−7.7% | Reduced |
| Dark Forest Capital Management LP | 5,109 | $800.4K | 0.05% | +5,109 | New |
| Capital Investment Advisory Services, LLC | 5,100 | $799.0K | 0.05% | +713+16.3% | Added |
| Magnolia Capital Advisors LLC | 5,098 | $798.7K | 0.14% | +1,054+26.1% | Added |
| Diametric Capital, LP | 5,016 | $785.8K | 0.08% | +5,016 | New |
| Meridian Wealth Advisors, LLC | 5,012 | $785.2K | 0.09% | −273−5.2% | Reduced |
| TD Private Client Wealth LLC | 5,011 | $785.0K | 0.01% | −439−8.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 3,896 | $784.6K | 0.04% | +2,101+117.0% | Added |
| Sax Wealth Advisors, LLC | 4,201 | $784.3K | 0.03% | −1,327−24.0% | Reduced |
| ADAPT Investment Managers SA | 5,005 | $784.1K | 0.18% | −16,948−77.2% | Reduced |
| Needham Investment Management LLC | 5,000 | $783.3K | 0.02% | +3,500+233.3% | Added |
| Ironwood Investment Management LLC | 4,994 | $782.4K | 0.27% | 00.0% | Unchanged |
| J.M. Arbour, LLC | 4,992 | $782.0K | 0.67% | +1,491+42.6% | Added |
| Nations Financial Group Inc, | 4,987 | $781.3K | 0.04% | −6,071−54.9% | Reduced |
| Wealthedge Investment Advisors, LLC | 4,982 | $780.5K | 0.27% | −7,163−59.0% | Reduced |
| Axxcess Wealth Management, LLC | 4,979 | $780.0K | 0.01% | −2,511−33.5% | Reduced |
| Ramirez Asset Management, Inc. | 4,977 | $779.7K | 0.08% | −3−0.1% | Reduced |
| Tower Bridge Advisors | 4,972 | $778.9K | 0.07% | +4,972 | New |
| Dean Investment Associates, LLC | 4,966 | $778.0K | 0.10% | +4,966 | New |
| First Pacific Financial | 4,960 | $777.0K | 0.09% | −260−5.0% | Reduced |
| Meridian Financial Partners LLC | 4,650 | $776.5K | 0.26% | −372−7.4% | Reduced |
| Granite Investment Partners, LLC | 4,955 | $776.3K | 0.04% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 4,950 | $775.5K | 0.15% | −1,500−23.3% | Reduced |
| Werba Rubin Papier Wealth Management | 4,929 | $772.2K | 0.09% | +232+4.9% | Added |
| Renasant Bank | 4,912 | $769.5K | 0.49% | +25+0.5% | Added |
| Johnson Financial Group, Inc. | 4,893 | $768.7K | 0.03% | −51−1.0% | Reduced |
| ISAM Funds (UK) Ltd | 4,900 | $767.6K | 0.54% | +3,445+236.8% | Added |
| Forbes J M & Co LLP | 4,890 | $766.1K | 0.06% | −250−4.9% | Reduced |
| Old North State Wealth Management, LLC | 4,848 | $760.9K | 0.33% | +1,687+53.4% | Added |
| Legacy Capital Group California, Inc. | 4,856 | $760.7K | 0.23% | −292−5.7% | Reduced |
| Sumitomo Life Insurance Co | 4,812 | $753.8K | 0.01% | −286−5.6% | Reduced |
| Saturna Capital CORP | 4,799 | $751.8K | 0.01% | −244−4.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,795 | $751.2K | 0.17% | −131−2.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,784 | $749.4K | 0.15% | −346−6.7% | Reduced |
| Aprio Wealth Management, LLC | 4,768 | $746.9K | 0.04% | −599−11.2% | Reduced |
| SIH Partners, LLLP | 4,765 | $746.5K | 0.03% | +4,765 | New |
| Roberts Glore & Co Inc | 4,764 | $746.3K | 0.18% | +1,476+44.9% | Added |
| Investment Insight Wealth Management, LLC | 4,751 | $745.8K | 0.65% | −324−6.4% | Reduced |
| American Capital Advisory, LLC | 4,758 | $745.4K | 0.27% | −150−3.1% | Reduced |
| PFG Advisors | 4,745 | $743.4K | 0.04% | −371−7.3% | Reduced |
| Panagora Asset Management Inc | 4,742 | $742.9K | 0.00% | −253,238−98.2% | Reduced |
| Plancorp, LLC | 4,339 | $742.8K | 0.02% | −38−0.9% | Reduced |
| Clare Market Investments LLC | 4,738 | $742.3K | 0.14% | −731−13.4% | Reduced |
| Lazari Capital Management, Inc. | 4,709 | $737.6K | 0.23% | −261−5.3% | Reduced |
| Krilogy Financial LLC | 4,702 | $736.6K | 0.02% | −1,819−27.9% | Reduced |
| Twin City Private Wealth, LLC | 4,679 | $734.9K | 0.52% | +93+2.0% | Added |
| Belpointe Asset Management LLC | 4,687 | $734.3K | 0.02% | −203−4.2% | Reduced |
| Geneva Capital Management LLC | 4,677 | $732.7K | 0.02% | +673+16.8% | Added |
| Canopy Partners, LLC | 4,642 | $727.2K | 0.22% | −1,513−24.6% | Reduced |
| Options Solutions, LLC | 4,640 | $726.9K | 0.52% | −1,330−22.3% | Reduced |
| Field & Main Bank | 4,630 | $725.3K | 0.15% | −1,635−26.1% | Reduced |
| Tulsa Wealth Advisors, INC | 4,602 | $721.0K | 0.10% | −573−11.1% | Reduced |
| Wincap Financial LLC | 4,592 | $719.4K | 0.39% | +314+7.3% | Added |
| Rossmore Private Capital | 4,569 | $718.8K | 0.06% | −4,409−49.1% | Reduced |
| Pure Financial Advisors, Inc. | 4,585 | $718.2K | 0.01% | +2,059+81.5% | Added |
| Fiduciary Financial Group, LLC | 4,581 | $717.7K | 0.08% | +70+1.6% | Added |
| Arbor Trust Wealth Advisors, LLC | 4,579 | $717.3K | 0.29% | −1,674−26.8% | Reduced |