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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Security National Bank | 2,632 | $412.3K | 0.05% | −14−0.5% | Reduced |
| Quantum Private Wealth, LLC | 2,627 | $411.5K | 0.11% | −80−3.0% | Reduced |
| Next Level Private LLC | 2,619 | $410.3K | 0.08% | −101−3.7% | Reduced |
| Jeppson Wealth Management, LLC | 2,614 | $409.5K | 0.12% | −71−2.6% | Reduced |
| WealthCollab, LLC | 2,612 | $409.2K | 0.15% | +10.0% | Added |
| Tennessee Valley Asset Management Partners | 2,612 | $409.1K | 0.05% | +208+8.7% | Added |
| Baron Wealth Management LLC | 2,609 | $408.8K | 0.11% | +41+1.6% | Added |
| Kuhn & Co Investment Counsel | 2,600 | $407.3K | 0.24% | +73+2.9% | Added |
| JNBA Financial Advisors | 2,593 | $406.2K | 0.03% | −1,512−36.8% | Reduced |
| Schmidt P J Investment Management Inc | 2,592 | $406.1K | 0.06% | −946−26.7% | Reduced |
| Roman Butler Fullerton & Co | 2,368 | $405.4K | 0.10% | −2,049−46.4% | Reduced |
| Elevated Capital Advisors, LLC | 2,578 | $403.9K | 0.11% | −1,510−36.9% | Reduced |
| Boston Trust Walden Corp | 2,563 | $401.5K | 0.00% | −400−13.5% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,558 | $400.7K | 0.24% | −500−16.4% | Reduced |
| Ameriflex Group, Inc. | 2,556 | $400.4K | 0.16% | +113+4.6% | Added |
| Facet Wealth, Inc. | 2,552 | $399.8K | 0.01% | −49−1.9% | Reduced |
| Brookwood Investment Group LLC | 2,543 | $398.4K | 0.05% | +1,065+72.1% | Added |
| Financial Planning Hawaii, Inc. | 2,537 | $397.4K | 0.21% | +537+26.9% | Added |
| Vigil Wealth Management, LLC | 2,533 | $396.8K | 0.28% | +2,533 | New |
| Signature Estate & Investment Advisors LLC | 2,513 | $395.0K | 0.01% | −778−23.6% | Reduced |
| SNS Financial Group, LLC | 2,519 | $394.7K | 0.01% | +2,519 | New |
| Smith Chas P & Associates Pa Cpas | 2,516 | $394.2K | 0.02% | +17+0.7% | Added |
| GAM Holding AG | 2,511 | $393.4K | 0.03% | +22+0.9% | Added |
| Catalyst Private Wealth, LLC | 2,511 | $393.4K | 0.19% | +96+4.0% | Added |
| Embree Financial Group | 2,502 | $392.0K | 0.04% | −3,461−58.0% | Reduced |
| Apriem Advisors | 2,498 | $391.3K | 0.03% | −72−2.8% | Reduced |
| Viawealth, LLC | 2,487 | $389.6K | 0.20% | −2,197−46.9% | Reduced |
| Natural Investments, LLC | 2,489 | $389.0K | 0.09% | 00.0% | Unchanged |
| Nine Masts Capital Ltd | 2,474 | $387.6K | 0.04% | +2,474 | New |
| Millstone Evans Group, LLC | 2,472 | $387.3K | 0.21% | +4+0.2% | Added |
| Income Insurance Ltd | 2,470 | $386.9K | 0.23% | −400−13.9% | Reduced |
| Legacy Advisors, LLC | 2,456 | $386.1K | 0.04% | −187−7.1% | Reduced |
| DMG Group, LLC | 2,457 | $384.9K | 0.26% | +745+43.5% | Added |
| Bernicke Wealth Management, Ltd. | 2,445 | $383.0K | 0.04% | −426−14.8% | Reduced |
| Wealth Alliance | 2,435 | $381.4K | 0.03% | −436−15.2% | Reduced |
| AdvisorShares Investments LLC | 2,430 | $380.7K | 0.05% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 2,426 | $380.0K | 0.03% | −671−21.7% | Reduced |
| Orographic Financial Advisors, LLC | 1,963 | $379.0K | 0.25% | +118+6.4% | Added |
| Hill Island Financial LLC | 2,407 | $377.2K | 0.08% | +8+0.3% | Added |
| Titan Wealth (CI) Ltd | 2,400 | $376.1K | 0.14% | +1,185+97.5% | Added |
| Wellington Shields Capital Management, LLC | 2,392 | $374.7K | 0.05% | −1,525−38.9% | Reduced |
| Howard Financial Services, Ltd. | 2,390 | $374.4K | 0.04% | +391+19.6% | Added |
| Telos Capital Management, Inc. | 2,373 | $371.7K | 0.03% | −143−5.7% | Reduced |
| Wealth Science Advisors LLC | 2,368 | $371.0K | 0.16% | +2,218+1,478.7% | Added |
| SGL Investment Advisors, Inc. | 1,878 | $370.9K | 0.13% | −930−33.1% | Reduced |
| Mirova | 2,363 | $370.2K | 0.01% | −352−13.0% | Reduced |
| Advisor OS, LLC | 2,348 | $368.0K | 0.02% | −331−12.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,340 | $367.7K | 0.06% | −41−1.7% | Reduced |
| Virtue Capital Management, LLC | 2,347 | $367.6K | 0.05% | −69−2.9% | Reduced |
| WD Rutherford LLC | 2,332 | $365.3K | 0.13% | −5,953−71.9% | Reduced |
| Indivisible Partners | 2,330 | $365.0K | 0.02% | +683+41.5% | Added |
| Evermay Wealth Management LLC | 2,327 | $365.0K | 0.04% | −801−25.6% | Reduced |
| NorthStar Asset Management LLC | 2,319 | $363.2K | 0.15% | −708−23.4% | Reduced |
| Kestra Investment Management, LLC | 2,314 | $362.6K | 0.01% | −828−26.4% | Reduced |
| Oxford Wealth Group, LLC | 2,314 | $362.5K | 0.16% | −115−4.7% | Reduced |
| Bensler, LLC | 2,308 | $361.5K | 0.03% | 00.0% | Unchanged |
| Hudock, Inc. | 2,299 | $360.2K | 0.05% | −276−10.7% | Reduced |
| Bell Bank | 2,295 | $359.5K | 0.01% | −2,210−49.1% | Reduced |
| IFG Advisors, LLC | 2,290 | $358.8K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,289 | $358.6K | 0.00% | −247−9.7% | Reduced |
| IVC Wealth Advisors LLC | 2,286 | $358.1K | 0.14% | −232−9.2% | Reduced |
| Symmetry Partners, LLC | 2,283 | $357.7K | 0.02% | +2,283 | New |
| Sienna Gestion | 2,235 | $356.9K | 0.02% | −44,561−95.2% | Reduced |
| Integrity Alliance, LLC. | 2,272 | $355.9K | 0.01% | −606−21.1% | Reduced |
| Root Financial Partners, LLC | 2,269 | $355.4K | 0.01% | −1,273−35.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,268 | $355.3K | 0.00% | −142−5.9% | Reduced |
| Spectrum Investment Advisors, Inc. | 2,267 | $355.1K | 0.15% | +2,267 | New |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2,262 | $354.4K | 0.24% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 2,258 | $353.7K | 0.10% | +534+31.0% | Added |
| Redwood Financial Network Corp | 2,257 | $353.5K | 0.20% | −299−11.7% | Reduced |
| Cabot Wealth Management Inc | 2,255 | $353.3K | 0.04% | −143−6.0% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 2,255 | $353.3K | 0.01% | +1,755+351.0% | Added |
| Revolve Wealth Partners, LLC | 2,254 | $353.1K | 0.04% | +676+42.8% | Added |
| Sandro Wealth Management LLC | 2,252 | $352.8K | 0.25% | −119−5.0% | Reduced |
| Connecticut Wealth Management, LLC | 2,252 | $352.8K | 0.01% | −46−2.0% | Reduced |
| Aviance Capital Partners, LLC | 2,250 | $352.5K | 0.04% | −155−6.4% | Reduced |
| Cypress Point Wealth Management, LLC | 2,249 | $352.3K | 0.07% | −348−13.4% | Reduced |
| Cowa, LLC | 2,249 | $352.3K | 0.09% | +2,249 | New |
| Walser Wealth Management Company, A Ltd Liability Co | 2,246 | $351.9K | 0.15% | −79−3.4% | Reduced |
| Kera Capital Partners, Inc. | 2,245 | $351.7K | 0.03% | −163−6.8% | Reduced |
| Pinnacle Bancorp, Inc. | 2,241 | $351.1K | 0.09% | +200+9.8% | Added |
| Betterment LLC | 2,238 | $351.0K | 0.00% | +759+51.3% | Added |
| Continuum Advisory, LLC | 2,234 | $350.0K | 0.03% | −4,906−68.7% | Reduced |
| Onefund, LLC | 2,234 | $350.0K | 0.20% | −381−14.6% | Reduced |
| Equita Financial Network, Inc. | 2,233 | $349.8K | 0.10% | −1,101−33.0% | Reduced |
| Range Advisory, LLC | 2,231 | $349.5K | 0.04% | −572−20.4% | Reduced |
| Triumph Capital Management | 2,229 | $349.2K | 0.06% | +246+12.4% | Added |
| Essex LLC | 2,224 | $348.4K | 0.05% | −195−8.1% | Reduced |
| Sapient Capital LLC | 2,217 | $348.3K | 0.00% | −2,728−55.2% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,215 | $348.0K | 0.05% | −65−2.9% | Reduced |
| Everpar Advisors LLC | 2,221 | $347.9K | 0.10% | −1,221−35.5% | Reduced |
| Summa Corp. | 2,218 | $347.5K | 0.11% | −353−13.7% | Reduced |
| Intellectus Partners, LLC | 2,207 | $347.0K | 0.06% | −229−9.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 2,213 | $346.7K | 0.02% | −2,298−50.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 2,211 | $346.4K | 0.08% | −1,048−32.2% | Reduced |
| Pines Wealth Management, LLC | 2,211 | $346.4K | 0.10% | −52−2.3% | Reduced |
| Lauer Wealth, LLC | 2,065 | $346.0K | 0.24% | +2,065 | New |
| Etesian Wealth Advisors, Inc. | 2,208 | $345.9K | 0.10% | −133−5.7% | Reduced |
| Greenwich Wealth Management LLC | 2,203 | $345.0K | 0.01% | −112−4.8% | Reduced |
| Essex Financial Services, Inc. | 2,201 | $344.8K | 0.02% | −3,009−57.8% | Reduced |