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 |
|---|---|---|---|---|---|
| Palacios Wealth Management, LLC | 3,183 | $498.6K | 0.29% | −72−2.2% | Reduced |
| Souders Financial Advisors | 3,179 | $498.1K | 0.05% | −1,028−24.4% | Reduced |
| StoneX Group Inc. | 3,166 | $497.2K | 0.02% | −512−13.9% | Reduced |
| Lodestar Private Asset Management LLC | 3,173 | $497.1K | 0.04% | −429−11.9% | Reduced |
| New Republic Capital, LLC | 3,163 | $497.0K | 0.11% | +273+9.4% | Added |
| Waters Parkerson & Co., LLC | 3,165 | $495.8K | 0.02% | +700+28.4% | Added |
| XML Financial, LLC | 3,159 | $494.9K | 0.04% | −556−15.0% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,152 | $493.8K | 0.33% | +30+1.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 3,142 | $493.5K | 0.06% | +1,766+128.3% | Added |
| Oxford Financial Group Ltd | 3,149 | $493.4K | 0.02% | +12+0.4% | Added |
| Nabity-Jensen Investment Management Inc | 3,145 | $492.7K | 0.30% | −140−4.3% | Reduced |
| International Assets Investment Management, LLC | 3,013 | $491.8K | 0.03% | −1,289−30.0% | Reduced |
| Sciencast Management LP | 3,136 | $491.3K | 0.10% | +3,136 | New |
| Florida Financial Advisors, LLC | 3,135 | $491.1K | 0.08% | −81−2.5% | Reduced |
| Pointe Capital Management LLC | 3,125 | $489.6K | 0.22% | −24−0.8% | Reduced |
| Sunflower Bank, N.A. | 3,122 | $489.1K | 0.12% | +416+15.4% | Added |
| Carr Financial Group Corp | 3,111 | $487.4K | 0.11% | −324−9.4% | Reduced |
| Trust Point Inc. | 3,093 | $484.6K | 0.04% | +202+7.0% | Added |
| Strategic Wealth Partners, Ltd. | 3,082 | $482.9K | 0.03% | −34,694−91.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,060 | $479.3K | 0.01% | −274−8.2% | Reduced |
| Worth Financial Advisory Group, LLC | 3,045 | $477.0K | 0.20% | +3,045 | New |
| Prosperitas Financial LLC | 3,044 | $476.9K | 0.15% | +137+4.7% | Added |
| Crown Wealth Group, LLC | 3,038 | $475.9K | 0.12% | +212+7.5% | Added |
| Blodgett Wealth Advisors, LLC | 3,030 | $474.7K | 0.32% | +92+3.1% | Added |
| Wellspring Financial Advisors, LLC | 3,010 | $471.6K | 0.03% | −2,416−44.5% | Reduced |
| Purus Wealth Management, LLC | 3,003 | $470.4K | 0.13% | +157+5.5% | Added |
| Cromwell Holdings LLC | 2,977 | $467.7K | 0.21% | +43+1.5% | Added |
| Silver Coast Investments LLC | 2,976 | $466.2K | 0.14% | +382+14.7% | Added |
| IKE Capital, LLC | 2,969 | $465.0K | 0.24% | −1,499−33.5% | Reduced |
| Drive Wealth Management, LLC | 2,956 | $464.7K | 0.08% | −1,714−36.7% | Reduced |
| First Foundation Advisors | 2,965 | $464.5K | 0.02% | +171+6.1% | Added |
| Carlson Financial, Inc. | 2,956 | $464.2K | 0.24% | −709−19.3% | Reduced |
| Kathmere Capital Management, LLC | 2,956 | $463.1K | 0.02% | +88+3.1% | Added |
| Midwest Professional Planners, LTD. | 2,950 | $462.2K | 0.09% | −6,390−68.4% | Reduced |
| Wisconsin Wealth Advisors, LLC | 2,937 | $460.2K | 0.39% | +980+50.1% | Added |
| GK Wealth Management LLC | 2,932 | $459.4K | 0.28% | +2,932 | New |
| Bienville Capital Management, LLC | 2,924 | $459.4K | 0.07% | 00.0% | Unchanged |
| City State Bank | 2,930 | $459.0K | 0.11% | +9+0.3% | Added |
| Perfromance Wealth Partners, LLC | 2,928 | $458.7K | 0.01% | −1,067−26.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,915 | $456.7K | 0.09% | −324−10.0% | Reduced |
| Brio Consultants, LLC | 2,914 | $456.5K | 0.05% | +1,717+143.4% | Added |
| Maridea Wealth Management LLC | 2,911 | $456.0K | 0.05% | −350−10.7% | Reduced |
| H&H Retirement Design & Management INC | 2,421 | $456.0K | 0.21% | +129+5.6% | Added |
| Focus Financial Network, Inc. | 2,901 | $455.8K | 0.01% | +874+43.1% | Added |
| Meridian Investment Counsel Inc. | 2,905 | $455.1K | 0.10% | 00.0% | Unchanged |
| Factory Mutual Insurance Co | 2,900 | $454.3K | 0.00% | −400−12.1% | Reduced |
| Fjell Capital, LLC | 2,900 | $454.3K | 0.31% | −172−5.6% | Reduced |
| Investment Partners Asset Management, Inc. | 2,895 | $453.5K | 0.25% | −665−18.7% | Reduced |
| Mechanics Financial Corp | 2,892 | $453.1K | 0.16% | −71−2.4% | Reduced |
| First National Bank | 2,887 | $452.3K | 0.18% | −140−4.6% | Reduced |
| Collaborative Capital Advisors LLC | 2,871 | $451.0K | 0.28% | +2,871 | New |
| Founders Grove Wealth Partners, LLC | 2,879 | $451.0K | 0.09% | +2,879 | New |
| 4WEALTH Advisors, Inc. | 2,852 | $450.5K | 0.35% | −37−1.3% | Reduced |
| Congress Park Capital LLC | 2,875 | $450.4K | 0.12% | −576−16.7% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 2,874 | $450.3K | 0.29% | −10.0% | Reduced |
| NBH Bank | 2,872 | $449.9K | 0.19% | +2,872 | New |
| Lewis Asset Management, LLC | 2,860 | $448.0K | 0.16% | −753−20.8% | Reduced |
| Abacus Wealth Partners, LLC | 2,846 | $445.8K | 0.05% | −5,428−65.6% | Reduced |
| Summit Financial Wealth Advisors, LLC | 2,846 | $445.8K | 0.06% | +2,846 | New |
| MOR Wealth Management, LLC | 2,844 | $445.5K | 0.18% | +588+26.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,835 | $444.1K | 0.10% | −670−19.1% | Reduced |
| S&CO Inc | 2,839 | $444.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 2,833 | $443.8K | 0.04% | −273−8.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,826 | $442.8K | 0.02% | +184+7.0% | Added |
| TBH Global Asset Management, LLC | 2,824 | $442.4K | 0.08% | +262+10.2% | Added |
| Capital Investment Counsel, Inc | 2,810 | $440.2K | 0.05% | +635+29.2% | Added |
| JSF Financial, LLC | 2,807 | $439.7K | 0.07% | +1,163+70.7% | Added |
| Fukoku Mutual Life Insurance Co | 2,806 | $439.6K | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,788 | $436.8K | 0.02% | +2,788 | New |
| Curbstone Financial Management Corp | 2,776 | $434.9K | 0.07% | −1,260−31.2% | Reduced |
| 111 Capital | 2,775 | $434.7K | 0.07% | +2,775 | New |
| Penobscot Investment Management Company, Inc. | 2,766 | $433.3K | 0.03% | −1,780−39.2% | Reduced |
| ORG Wealth Partners, LLC | 2,761 | $432.5K | 0.06% | −4−0.1% | Reduced |
| Prosperity Consulting Group, LLC | 2,757 | $432.0K | 0.02% | −543−16.5% | Reduced |
| Clear Trail Advisors, LLC | 2,746 | $430.2K | 0.07% | −101−3.5% | Reduced |
| Oder Investment Management, LLC | 2,737 | $428.8K | 0.29% | −156−5.4% | Reduced |
| AlphaGrep UK Ltd | 2,731 | $427.8K | 0.13% | −636−18.9% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,165 | $427.6K | 0.17% | +461+27.1% | Added |
| Diligent Investors, LLC | 2,724 | $426.8K | 0.10% | +391+16.8% | Added |
| Trillium Asset Management, LLC | 2,723 | $426.6K | 0.01% | −177−6.1% | Reduced |
| Milford Funds Ltd | 2,720 | $426.1K | 0.01% | −493,262−99.5% | Reduced |
| VeraBank, N.A. | 2,720 | $426.1K | 0.07% | −1,601−37.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,709 | $425.8K | 0.02% | −2,222−45.1% | Reduced |
| Clear Creek Financial Management, LLC | 2,717 | $425.7K | 0.03% | −121−4.3% | Reduced |
| Manske Wealth Management | 2,710 | $424.5K | 0.11% | +2,710 | New |
| Chilton Capital Management LLC | 2,708 | $424.2K | 0.01% | −387−12.5% | Reduced |
| Triad Wealth Partners, LLC | 2,278 | $423.5K | 0.03% | +840+58.4% | Added |
| John G Ullman & Associates Inc | 2,700 | $423.0K | 0.05% | −5,583−67.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,696 | $422.3K | 0.05% | +52+2.0% | Added |
| Mayflower Financial Advisors, LLC | 2,695 | $422.3K | 0.04% | −255−8.6% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,692 | $421.8K | 0.11% | −196−6.8% | Reduced |
| FNY Investment Advisers, LLC | 2,687 | $420.0K | 0.15% | +87+3.3% | Added |
| Versant Capital Management, Inc | 2,670 | $418.3K | 0.04% | −845−24.0% | Reduced |
| Mairs & Power Inc | 2,656 | $416.1K | 0.00% | −47,340−94.7% | Reduced |
| Green Ridge Wealth Planning LLC | 2,656 | $416.1K | 0.18% | −638−19.4% | Reduced |
| Michael B. Yongue | 2,653 | $415.6K | 0.29% | −147−5.3% | Reduced |
| Phillips Wealth Planners LLC | 2,449 | $415.2K | 0.31% | −99−3.9% | Reduced |
| Kaizen Financial Strategies | 2,543 | $415.1K | 0.16% | −1,397−35.5% | Reduced |
| ZEGA Investments, LLC | 2,647 | $414.6K | 0.07% | +192+7.8% | Added |
| Aventura Private Wealth, LLC | 2,646 | $414.5K | 0.13% | −216−7.5% | Reduced |