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 |
|---|---|---|---|---|---|
| Dearborn Partners LLC | 3,845 | $602.4K | 0.03% | −265−6.4% | Reduced |
| Red Reef Advisors LLC | 3,843 | $602.0K | 0.56% | −26−0.7% | Reduced |
| Forefront Wealth Partners, LLC | 3,832 | $600.4K | 0.19% | +37+1.0% | Added |
| Crescent Sterling, Ltd. | 3,830 | $600.0K | 0.54% | −553−12.6% | Reduced |
| Advyzon Investment Management, LLC | 3,827 | $599.6K | 0.04% | +20+0.5% | Added |
| Interchange Capital Partners, LLC | 3,821 | $598.5K | 0.11% | −938−19.7% | Reduced |
| Strategic Advisors LLC | 3,819 | $598.2K | 0.13% | −154−3.9% | Reduced |
| Adelphi Trust Co | 3,810 | $596.9K | 0.40% | −48−1.2% | Reduced |
| Act Wealth Management, LLC | 3,803 | $595.8K | 0.18% | +1,129+42.2% | Added |
| Dumont & Blake Investment Advisors LLC | 3,802 | $595.6K | 0.13% | −93−2.4% | Reduced |
| Perpetual Ltd | 3,792 | $594.1K | 0.01% | −930−19.7% | Reduced |
| Farmers National Bank | 3,787 | $593.3K | 0.12% | −273−6.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,778 | $591.9K | 0.07% | −150−3.8% | Reduced |
| Claro Advisors LLC | 3,762 | $589.3K | 0.06% | +13+0.3% | Added |
| Kennebec Savings Bank | 3,760 | $589.0K | 0.47% | +105+2.9% | Added |
| Diversified Enterprises, LLC | 3,756 | $588.4K | 0.03% | −108−2.8% | Reduced |
| Bank Ozk | 3,754 | $588.1K | 0.17% | +244+7.0% | Added |
| Southeast Asset Advisors Inc. | 3,748 | $587.2K | 0.06% | +500+15.4% | Added |
| Howland Capital Management LLC | 3,723 | $584.9K | 0.02% | +7+0.2% | Added |
| Carson Advisory Inc. | 3,728 | $584.0K | 0.27% | +610+19.6% | Added |
| Alpha Family Trust | 3,710 | $581.2K | 0.23% | +775+26.4% | Added |
| Quintet Private Bank (Europe) S.A. | 3,699 | $579.5K | 0.04% | −103−2.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,694 | $579.0K | 0.10% | +46+1.3% | Added |
| IFG Advisory, LLC | 3,687 | $577.7K | 0.02% | +3,687 | New |
| Spire Wealth Management | 3,683 | $577.0K | 0.02% | −757−17.0% | Reduced |
| Alta Advisers Ltd | 3,670 | $574.9K | 0.13% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 3,664 | $574.0K | 0.01% | −61,383−94.4% | Reduced |
| Copeland Capital Management, LLC | 3,643 | $570.7K | 0.01% | −76−2.0% | Reduced |
| BigSur Wealth Management LLC | 3,617 | $569.6K | 0.14% | −3,683−50.5% | Reduced |
| Concentrum Wealth Management | 3,622 | $567.3K | 0.14% | +1,292+55.5% | Added |
| Stonebridge Financial Group, LLC | 3,609 | $566.0K | 0.08% | +3,609 | New |
| B&L Asset Management LLC | 3,596 | $563.3K | 0.19% | −1,362−27.5% | Reduced |
| Essex Savings Bank | 3,590 | $562.4K | 0.12% | −650−15.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,583 | $561.4K | 0.21% | −247−6.4% | Reduced |
| Rehmann Capital Advisory Group | 3,683 | $559.5K | 0.03% | −738−16.7% | Reduced |
| Valmark Advisers, Inc. | 3,548 | $555.8K | 0.01% | −656−15.6% | Reduced |
| LOM Asset Management Ltd | 3,537 | $554.1K | 0.14% | +211+6.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,537 | $554.1K | 0.03% | −4,120−53.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,528 | $553.0K | 0.00% | −1,042−22.8% | Reduced |
| White Pine Capital LLC | 3,517 | $551.0K | 0.13% | +967+37.9% | Added |
| BankPlus Trust Department | 3,512 | $550.2K | 0.13% | −7,970−69.4% | Reduced |
| Unify Financial Advisors | 3,509 | $549.7K | 0.51% | +818+30.4% | Added |
| Simplicity Wealth,LLC | 3,504 | $549.0K | 0.02% | −1,203−25.6% | Reduced |
| Wallace Advisory Group, LLC | 3,496 | $547.7K | 0.52% | +428+14.0% | Added |
| MCF Advisors LLC | 3,486 | $547.2K | 0.02% | +912+35.4% | Added |
| Nwam LLC | 3,491 | $546.9K | 0.03% | +186+5.6% | Added |
| Watershed Asset Management, L.L.C. | 3,488 | $546.4K | 0.49% | +3,488 | New |
| Doliver Advisors, LP | 3,484 | $545.8K | 0.12% | −1,060−23.3% | Reduced |
| Sage Private Wealth Group, LLC | 3,483 | $545.7K | 0.25% | +180+5.4% | Added |
| Aviso Wealth Management | 3,482 | $545.6K | 0.21% | +350+11.2% | Added |
| Moss Adams Wealth Advisors LLC | 3,459 | $543.0K | 0.03% | +102+3.0% | Added |
| Breakwater Capital Group | 3,457 | $541.6K | 0.07% | +2+0.1% | Added |
| Net Worth Advisory Group | 3,455 | $541.2K | 0.14% | −100−2.8% | Reduced |
| Asset Dedication, LLC | 3,454 | $541.1K | 0.03% | −2,782−44.6% | Reduced |
| Prota Financial, LLC | 3,312 | $540.6K | 0.36% | +253+8.3% | Added |
| Orion Capital Management LLC | 3,447 | $540.0K | 0.17% | −238−6.5% | Reduced |
| denkapparat Operations GmbH | 3,444 | $539.5K | 0.18% | +1,922+126.3% | Added |
| Miller Global Investments, LLC | 3,436 | $538.3K | 0.45% | +2,151+167.4% | Added |
| Benchmark Investment Advisors LLC | 3,426 | $536.7K | 0.24% | −362−9.6% | Reduced |
| Sky Investment Group LLC | 3,424 | $536.5K | 0.08% | −451−11.6% | Reduced |
| Parkside Financial Bank & Trust | 3,424 | $536.4K | 0.04% | +659+23.8% | Added |
| Defiance ETFs, LLC | 3,273 | $534.3K | 0.01% | −159,039−98.0% | Reduced |
| Aries Wealth Management | 3,394 | $531.7K | 0.10% | +665+24.4% | Added |
| Cornerstone National Bank & Trust Co | 3,255 | $531.3K | 0.18% | −2,770−46.0% | Reduced |
| Cypress Wealth Services, LLC | 3,388 | $530.7K | 0.07% | −55−1.6% | Reduced |
| Visionary Wealth Advisors | 3,377 | $529.1K | 0.02% | −2,347−41.0% | Reduced |
| FLC Capital Advisors | 3,363 | $526.8K | 0.09% | −480−12.5% | Reduced |
| Semus Wealth Partners LLC | 3,355 | $525.5K | 0.25% | +903+36.8% | Added |
| Burford Brothers, Inc. | 3,354 | $525.5K | 0.19% | +31+0.9% | Added |
| Everest Management Corp. | 3,350 | $524.8K | 0.20% | −279−7.7% | Reduced |
| Crumly & Associates Inc. | 3,346 | $524.2K | 0.10% | +27+0.8% | Added |
| Gryphon Financial Partners LLC | 3,342 | $523.6K | 0.05% | −88−2.6% | Reduced |
| Waldron Private Wealth LLC | 3,332 | $523.3K | 0.02% | +184+5.8% | Added |
| Cullen Investment Group, Ltd. | 3,329 | $521.6K | 0.06% | −2,187−39.6% | Reduced |
| Zullo Investment Group, Inc. | 3,328 | $521.4K | 0.18% | +26+0.8% | Added |
| Aso Group Ltd | 3,326 | $521.0K | 0.22% | 00.0% | Unchanged |
| YANKCOM Partnership | 3,314 | $519.2K | 0.19% | +351+11.8% | Added |
| First Citizens Bank & Trust Co | 3,313 | $519.0K | 0.01% | −12,832−79.5% | Reduced |
| F/M Investments LLC | 3,300 | $517.0K | 0.03% | +1,139+52.7% | Added |
| Prentice Wealth Management LLC | 3,299 | $516.8K | 0.11% | +25+0.8% | Added |
| Retirement Planning Group | 3,296 | $516.4K | 0.01% | −339−9.3% | Reduced |
| PDS Planning, Inc | 3,296 | $516.4K | 0.03% | −1,534−31.8% | Reduced |
| Oxler Private Wealth LLC | 3,289 | $515.3K | 0.15% | −296−8.3% | Reduced |
| Aspire Growth Partners LLC | 3,278 | $513.6K | 0.30% | −39−1.2% | Reduced |
| 3Chopt Investment Partners, LLC | 3,257 | $511.8K | 0.10% | +394+13.8% | Added |
| Inscription Capital, LLC | 3,264 | $511.4K | 0.05% | +769+30.8% | Added |
| Chilton Investment Co LLC | 3,258 | $510.4K | 0.01% | −421−11.4% | Reduced |
| Kraematon Investment Advisors, Inc | 3,250 | $509.2K | 0.38% | −143−4.2% | Reduced |
| Hilltop Holdings Inc. | 3,246 | $508.5K | 0.04% | −2,865−46.9% | Reduced |
| Proffitt & Goodson Inc | 3,239 | $507.4K | 0.07% | +3,239 | New |
| Northern Oak Wealth Management Inc | 3,236 | $507.0K | 0.06% | +307+10.5% | Added |
| Richards, Merrill & Peterson, Inc. | 3,234 | $506.6K | 0.16% | +363+12.6% | Added |
| Tortuga Wealth Management, Inc | 3,224 | $505.4K | 0.38% | −269−7.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,221 | $504.6K | 0.02% | −1,872−36.8% | Reduced |
| Abbot Financial Management, Inc. | 3,214 | $503.5K | 0.19% | −105−3.2% | Reduced |
| United Advisor Group, LLC | 3,213 | $503.4K | 0.05% | +516+19.1% | Added |
| Waterloo Capital, L.P. | 3,207 | $502.4K | 0.03% | −485−13.1% | Reduced |
| Ponta Wealth Partners, LLC | 3,206 | $502.3K | 0.27% | +676+26.7% | Added |
| Romano Brothers and Company | 3,191 | $499.9K | 0.05% | −10−0.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,189 | $499.6K | 0.03% | −395−11.0% | Reduced |