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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 4,555 | $713.6K | 0.08% | +190+4.4% | Added |
| Milestone Asset Management, LLC | 4,542 | $711.6K | 0.11% | −13,289−74.5% | Reduced |
| Heritage Wealth Management, Inc. | 4,528 | $709.4K | 0.18% | −988−17.9% | Reduced |
| TIAA Wealth Investment Management LLC | 4,526 | $709.1K | 0.00% | +1,517+50.4% | Added |
| Unified Investment Management | 4,525 | $708.9K | 0.66% | −418−8.5% | Reduced |
| L2 Asset Management, LLC | 4,524 | $708.7K | 0.07% | −388−7.9% | Reduced |
| Karani Asset Management LLC | 4,523 | $708.6K | 0.51% | +44+1.0% | Added |
| Cornerstone Wealth Group, LLC | 4,515 | $707.2K | 0.04% | +766+20.4% | Added |
| Cypress Advisory Group LLC | 4,506 | $705.9K | 0.55% | −300−6.2% | Reduced |
| Key Financial Inc | 4,504 | $705.6K | 0.12% | −65−1.4% | Reduced |
| CTC Alternative Strategies, Ltd. | 4,500 | $705.0K | 1.02% | +4,500 | New |
| Fiduciary Group LLC | 4,486 | $702.8K | 0.06% | −318−6.6% | Reduced |
| True North Advisors, LLC | 4,474 | $701.0K | 0.07% | +2,200+96.7% | Added |
| Newbridge Financial Services Group, Inc. | 4,474 | $700.8K | 0.09% | +2,950+193.6% | Added |
| Advus Financial Partners, LLC | 4,460 | $700.7K | 0.20% | +4,460 | New |
| National Philanthropic Trust | 4,467 | $699.8K | 0.01% | +48+1.1% | Added |
| bLong Financial, LLC | 4,453 | $697.6K | 0.45% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 4,453 | $697.6K | 0.23% | −83−1.8% | Reduced |
| Oslo Pensjonsforsikring AS | 4,435 | $694.8K | 0.08% | −566−11.3% | Reduced |
| Garden State Investment Advisory Services LLC | 4,430 | $694.5K | 0.14% | +2,388+116.9% | Added |
| Shum Financial Group, Inc. | 4,431 | $694.2K | 0.42% | +168+3.9% | Added |
| Mather Group, LLC. | 4,428 | $693.7K | 0.01% | −155−3.4% | Reduced |
| Simplify Asset Management Inc. | 4,420 | $692.4K | 0.01% | +4,420 | New |
| Guardian Wealth Advisors, LLC | 4,412 | $691.2K | 0.04% | +317+7.7% | Added |
| Evelyn Partners Group Ltd | 4,410 | $690.9K | 0.01% | +4,410 | New |
| Tempo Wealth, LLC | 4,404 | $689.9K | 0.10% | +213+5.1% | Added |
| IMA Wealth, Inc. | 4,391 | $689.9K | 0.04% | −1,652−27.3% | Reduced |
| KRS Capital Management, LLC | 4,398 | $689.1K | 0.32% | −338−7.1% | Reduced |
| Garde Capital, Inc. | 4,398 | $689.0K | 0.03% | −2,422−35.5% | Reduced |
| Richmond Brothers, Inc. | 4,397 | $688.8K | 0.36% | +4,397 | New |
| Fairscale Capital, LLC | 4,378 | $687.9K | 0.41% | −253−5.5% | Reduced |
| TownSquare Capital, LLC | 4,380 | $686.1K | 0.13% | +225+5.4% | Added |
| Everhart Financial Group, Inc. | 4,379 | $686.0K | 0.04% | −2,071−32.1% | Reduced |
| Delaney Capital Management Ltd. | 4,372 | $684.9K | 0.11% | +4,372 | New |
| Delta Financial Advisors LLC | 4,368 | $684.3K | 0.16% | −397−8.3% | Reduced |
| BIP Wealth, LLC | 4,363 | $683.5K | 0.02% | −1,318−23.2% | Reduced |
| Minot DeBlois Advisors LLC | 4,358 | $682.7K | 0.59% | −23−0.5% | Reduced |
| Navellier & Associates Inc | 4,348 | $681.2K | 0.05% | −73−1.7% | Reduced |
| Persium Advisors, LLC | 4,347 | $681.0K | 0.44% | +653+17.7% | Added |
| Capital Advisors Inc | 4,344 | $680.5K | 0.01% | +1,999+85.2% | Added |
| Willow Creek Capital Management, Inc. | 4,343 | $680.4K | 0.66% | +4,343 | New |
| ProVise Management Group, LLC | 4,342 | $680.2K | 0.05% | −1,239−22.2% | Reduced |
| Confluence Wealth Services, Inc. | 4,337 | $679.3K | 0.02% | −1,468−25.3% | Reduced |
| Acorn Financial Advisory Services Inc | 4,332 | $678.6K | 0.09% | −663−13.3% | Reduced |
| Probity Advisors, Inc. | 4,331 | $678.5K | 0.10% | +113+2.7% | Added |
| Heritage Trust Co | 4,325 | $677.6K | 0.06% | −520−10.7% | Reduced |
| Cidel Asset Management Inc | 4,318 | $676.5K | 0.03% | +831+23.8% | Added |
| Hikari Tsushin, Inc. | 4,298 | $673.3K | 0.04% | +7+0.2% | Added |
| Boston Private Wealth LLC | 4,295 | $672.9K | 0.04% | −60−1.4% | Reduced |
| Element Pointe Advisors, LLC | 4,287 | $671.6K | 0.11% | +4,287 | New |
| WJ Financial Advisors LLC | 4,275 | $669.7K | 0.49% | −12−0.3% | Reduced |
| Tred Avon Family Wealth, LLC | 4,256 | $666.7K | 0.20% | −157−3.6% | Reduced |
| Kampmann Melissa S. | 4,240 | $664.2K | 0.50% | −2,374−35.9% | Reduced |
| Cape Investment Advisory, Inc. | 4,196 | $657.3K | 0.18% | −412−8.9% | Reduced |
| Itau Unibanco Holding S.A. | 4,190 | $656.4K | 0.01% | +3,522+527.2% | Added |
| Quotient Wealth Partners, LLC | 4,190 | $656.4K | 0.02% | −468−10.0% | Reduced |
| PW Nova Financial Services LLC | 4,174 | $653.9K | 0.14% | −25−0.6% | Reduced |
| Stratos Wealth Advisors, LLC | 4,171 | $653.5K | 0.04% | −28,102−87.1% | Reduced |
| Ausdal Financial Partners, Inc. | 4,170 | $653.4K | 0.03% | −999−19.3% | Reduced |
| MONECO Advisors, LLC | 4,164 | $652.4K | 0.04% | −15−0.4% | Reduced |
| Arbor Capital Management Inc | 3,705 | $651.1K | 0.64% | −389−9.5% | Reduced |
| Fiduciary Family Office, LLC | 4,153 | $650.6K | 0.16% | +1,962+89.5% | Added |
| Harbor Investment Advisory, LLC | 4,152 | $650.5K | 0.05% | −51−1.2% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,113 | $644.3K | 0.16% | −724−15.0% | Reduced |
| Sagewood Asset Management LP | 4,100 | $642.3K | 0.15% | +2,933+251.3% | Added |
| Ecofi Investissements SA | 4,100 | $642.1K | 2.30% | +400+10.8% | Added |
| Arista Wealth Management, LLC | 4,096 | $641.7K | 0.07% | −847−17.1% | Reduced |
| Crux Wealth Advisors | 4,090 | $640.7K | 0.22% | −96−2.3% | Reduced |
| Brucke Financial, Inc. | 4,064 | $636.7K | 0.28% | −47−1.1% | Reduced |
| Bridges Investment Management Inc | 4,047 | $634.0K | 0.01% | +12+0.3% | Added |
| Dynamic Technology Lab Private Ltd | 4,044 | $634.0K | 0.14% | +4,044 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,043 | $633.3K | 0.01% | −1,133−21.9% | Reduced |
| Central Bank & Trust Co | 4,042 | $633.2K | 0.09% | +10+0.2% | Added |
| Ark Wealth Advisors LLC | 4,040 | $632.9K | 0.56% | +1,984+96.5% | Added |
| Arrowroot Family Office, LLC | 4,037 | $632.5K | 0.18% | −381−8.6% | Reduced |
| Central Valley Advisors, LLC | 4,022 | $630.3K | 0.16% | −646−13.8% | Reduced |
| Sargent Investment Group, LLC | 4,008 | $627.9K | 0.08% | +35+0.9% | Added |
| Sierra Capital LLC | 3,998 | $626.3K | 0.06% | −213−5.1% | Reduced |
| Voleon Capital Management LP | 3,990 | $625.1K | 0.01% | +55+1.4% | Added |
| Berkshire Bank | 3,988 | $624.8K | 0.12% | −290−6.8% | Reduced |
| Aldebaran Financial Inc. | 3,984 | $624.1K | 0.51% | −99−2.4% | Reduced |
| Capital Performance Advisors LLP | 3,977 | $623.0K | 0.04% | −2,624−39.8% | Reduced |
| Meyer Handelman Co | 3,975 | $622.7K | 0.02% | −10,735−73.0% | Reduced |
| Sidoxia Capital Management, LLC | 3,966 | $621.3K | 0.46% | +58+1.5% | Added |
| Key Client Fiduciary Advisors, LLC | 3,962 | $620.7K | 0.18% | −42−1.0% | Reduced |
| Emprise Bank | 3,958 | $620.1K | 0.23% | −112−2.8% | Reduced |
| Roxbury Financial LLC | 3,949 | $618.6K | 0.49% | +590+17.6% | Added |
| LCM Capital Management Inc | 3,948 | $618.5K | 0.27% | +73+1.9% | Added |
| Financial Engines Advisors L.L.C. | 3,934 | $616.3K | 0.00% | −367−8.5% | Reduced |
| Zions Bancorporation, National Association | 3,929 | $615.5K | 0.04% | −157−3.8% | Reduced |
| Keel Point, LLC | 3,920 | $614.2K | 0.04% | −1,145−22.6% | Reduced |
| State of Wyoming | 3,917 | $613.6K | 0.06% | +562+16.8% | Added |
| Principal Street Partners, LLC | 3,916 | $613.5K | 0.09% | +89+2.3% | Added |
| Fox Run Management, L.L.C. | 3,898 | $610.7K | 0.10% | +3,898 | New |
| Personal Cfo Solutions, LLC | 3,886 | $610.5K | 0.09% | −15−0.4% | Reduced |
| Blueshift Asset Management, LLC | 3,893 | $609.9K | 0.14% | +3,893 | New |
| Wright Investors Service Inc | 3,885 | $608.6K | 0.17% | −8,251−68.0% | Reduced |
| Dudley Capital Management, LLC | 3,884 | $608.5K | 0.24% | −50−1.3% | Reduced |
| Portland Investment Counsel Inc. | 3,875 | $607.1K | 0.17% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 3,856 | $604.2K | 0.05% | +3,856 | New |