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 |
|---|---|---|---|---|---|
| Great Diamond Partners, LLC | 2,195 | $343.9K | 0.06% | −7−0.3% | Reduced |
| Beacon Financial Advisory LLC | 2,194 | $343.7K | 0.07% | −731−25.0% | Reduced |
| Calton & Associates, Inc. | 2,193 | $343.6K | 0.05% | −337−13.3% | Reduced |
| Wrapmanager Inc | 2,191 | $343.2K | 0.11% | −225−9.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 2,187 | $342.6K | 0.12% | −784−26.4% | Reduced |
| Cambient Family Office, LLC | 2,178 | $342.2K | 0.04% | −18−0.8% | Reduced |
| Acorns Advisers, LLC | 2,183 | $342.0K | 0.00% | +448+25.8% | Added |
| Icon Wealth Advisors, LLC | 2,181 | $341.7K | 0.02% | −3,722−63.1% | Reduced |
| Meadowbrook Advisors Group, LLC | 2,179 | $341.4K | 0.18% | −1,200−35.5% | Reduced |
| MN Wealth Advisors, LLC | 2,178 | $341.3K | 0.15% | −724−24.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 2,177 | $341.0K | 0.04% | −150−6.4% | Reduced |
| Agate Pass Investment Management, LLC | 2,171 | $340.2K | 0.13% | −3,531−61.9% | Reduced |
| Quadcap Wealth Management, LLC | 2,168 | $339.7K | 0.03% | +33+1.5% | Added |
| Ipswich Investment Management Co., Inc. | 2,168 | $339.6K | 0.07% | −197−8.3% | Reduced |
| ZWJ Investment Counsel Inc | 2,163 | $338.8K | 0.01% | +2,163 | New |
| London & Capital Asset Management Ltd | 2,139 | $335.2K | 0.00% | −3,821−64.1% | Reduced |
| Van Hulzen Asset Management, LLC | 2,136 | $334.6K | 0.02% | +901+73.0% | Added |
| Advisor Resource Council | 2,019 | $334.4K | 0.11% | −123−5.7% | Reduced |
| Northern Lights Advisors, Inc. | 2,133 | $334.1K | 0.18% | +29+1.4% | Added |
| Clark Capital Management Group, Inc. | 2,132 | $333.9K | 0.00% | −20,802−90.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,131 | $333.9K | 0.03% | +170+8.7% | Added |
| Cascade Investment Group, Inc. | 2,130 | $333.7K | 0.19% | −1,522−41.7% | Reduced |
| Mirador Capital Partners LP | 2,130 | $333.6K | 0.04% | −482−18.5% | Reduced |
| OneAscent Financial Services LLC | 2,124 | $332.8K | 0.02% | −588−21.7% | Reduced |
| Tannin Capital LLC | 2,121 | $332.3K | 0.22% | +260+14.0% | Added |
| Davis Investment Partners, LLC | 2,119 | $332.0K | 0.10% | −522−19.8% | Reduced |
| Financial Advisory Service, Inc. | 2,111 | $330.8K | 0.02% | −1,201−36.3% | Reduced |
| Keebeck Wealth Management, LLC | 2,096 | $329.3K | 0.03% | +2,096 | New |
| SPWM Advisors LLC | 1,922 | $328.3K | 0.30% | −680−26.1% | Reduced |
| Strategic Blueprint, LLC | 2,094 | $328.0K | 0.02% | −112−5.1% | Reduced |
| TFR Capital, LLC. | 2,090 | $327.4K | 0.09% | −741−26.2% | Reduced |
| Financial Enhancement Group LLC | 2,085 | $326.6K | 0.04% | +37+1.8% | Added |
| Cascades Capital Asset Management, LLC | 2,083 | $326.3K | 0.12% | −93−4.3% | Reduced |
| Van Diest Capital, LLC | 2,083 | $326.2K | 0.29% | −2,286−52.3% | Reduced |
| Signature Wealth Management Partners, LLC | 2,076 | $325.2K | 0.15% | +455+28.1% | Added |
| CoreCap Advisors, LLC | 2,076 | $325.2K | 0.01% | −565−21.4% | Reduced |
| Consilio Wealth Advisors, LLC | 2,063 | $323.2K | 0.08% | −58−2.7% | Reduced |
| Cornerstone Select Advisors, LLC | 2,062 | $323.0K | 0.14% | −718−25.8% | Reduced |
| Epiq Partners, LLC | 2,061 | $322.9K | 0.14% | +477+30.1% | Added |
| Cim Investment Mangement Inc | 2,060 | $322.7K | 0.08% | −191−8.5% | Reduced |
| Cape Ann Savings Bank | 2,059 | $322.6K | 0.15% | −110−5.1% | Reduced |
| Keynote Financial Services LLC | 2,059 | $322.6K | 0.15% | +2,059 | New |
| Great Lakes Advisors, LLC | 2,056 | $322.1K | 0.00% | +583+39.6% | Added |
| Chicago Trust Co NA | 2,056 | $322.1K | 0.05% | −1,117−35.2% | Reduced |
| Benin Management CORP | 2,050 | $321.2K | 0.07% | −20−1.0% | Reduced |
| Sanders Morris Harris LLC | 2,047 | $320.7K | 0.19% | −7,510−78.6% | Reduced |
| Harmony Asset Management LLC | 2,046 | $320.6K | 0.09% | −107−5.0% | Reduced |
| PeakShares LLC | 2,040 | $319.6K | 0.24% | −6,030−74.7% | Reduced |
| Tranquility Partners, LLC | 2,034 | $318.6K | 0.11% | −474−18.9% | Reduced |
| Palisade Capital Management LLC | 2,029 | $317.9K | 0.01% | −88−4.2% | Reduced |
| Montag A & Associates Inc | 2,022 | $317.7K | 0.01% | −48−2.3% | Reduced |
| Latko Wealth Management, Ltd. | 2,018 | $316.2K | 0.13% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,022 | $316.0K | 0.08% | −343−14.5% | Reduced |
| Madison Park Capital Advisors, LLC | 1,899 | $314.7K | 0.22% | +384+25.3% | Added |
| Winthrop Advisory Group LLC | 2,002 | $314.7K | 0.02% | +91+4.8% | Added |
| China Universal Asset Management Co., Ltd. | 2,000 | $314.1K | 0.02% | +2,000 | New |
| Claret Asset Management Corp | 2,005 | $314.0K | 0.03% | +379+23.3% | Added |
| Alley Investment Management Company, LLC | 2,000 | $313.3K | 0.04% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 1,998 | $313.0K | 0.10% | −608−23.3% | Reduced |
| SS&H Financial Advisors, Inc. | 2,000 | $313.0K | 0.08% | +2,000 | New |
| Bingham Private Wealth, LLC | 1,987 | $311.3K | 0.21% | −94−4.5% | Reduced |
| Strait & Sound Wealth Management LLC | 1,986 | $311.2K | 0.11% | −739−27.1% | Reduced |
| HCR Wealth Advisors | 1,978 | $309.9K | 0.03% | −91−4.4% | Reduced |
| Paragon Private Wealth Management, LLC | 1,953 | $306.1K | 0.08% | −3,182−62.0% | Reduced |
| Atlantic Trust, LLC | 1,953 | $305.9K | 0.04% | −280−12.5% | Reduced |
| Sentinus, LLC | 1,950 | $305.5K | 0.02% | −1,764−47.5% | Reduced |
| New Insight Wealth Advisors | 1,947 | $305.0K | 0.09% | −222−10.2% | Reduced |
| Matters Capital LLC | 1,936 | $303.3K | 0.21% | −2,614−57.5% | Reduced |
| WBH Advisory Inc | 1,933 | $302.8K | 0.02% | −20−1.0% | Reduced |
| Verus Capital Partners, LLC | 1,929 | $302.2K | 0.02% | −225−10.4% | Reduced |
| DRH Investments, Inc. | 1,929 | $302.2K | 0.24% | +1,929 | New |
| Beckerman Institutional, LLC | 1,929 | $302.2K | 0.14% | +8+0.4% | Added |
| BOK Financial Private Wealth, Inc. | 1,918 | $301.4K | 0.02% | +51+2.7% | Added |
| V2 Financial group LLC | 1,924 | $301.4K | 0.11% | −21−1.1% | Reduced |
| RAM Investment Partners, LLC | 1,920 | $300.7K | 0.05% | −202−9.5% | Reduced |
| Liberty Wealth Management LLC | 1,611 | $300.6K | 0.04% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 1,915 | $300.0K | 0.02% | −1,766−48.0% | Reduced |
| Talon Private Wealth, LLC | 1,912 | $299.5K | 0.04% | −2,348−55.1% | Reduced |
| Synergy Financial Group, LTD | 1,910 | $299.3K | 0.22% | −111−5.5% | Reduced |
| AGH Wealth Advisors, LLC | 1,900 | $297.7K | 0.19% | −117−5.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,897 | $297.2K | 0.06% | −886−31.8% | Reduced |
| Klingman & Associates, LLC | 1,897 | $297.2K | 0.01% | −437−18.7% | Reduced |
| Csenge Advisory Group | 1,896 | $297.1K | 0.01% | −313−14.2% | Reduced |
| Monticello Wealth Management, LLC | 1,896 | $297.0K | 0.02% | +808+74.3% | Added |
| Global Assets Advisory, LLC | 1,798 | $295.6K | 0.06% | +173+10.6% | Added |
| Broadway Wealth Solutions, Inc. | 1,886 | $295.5K | 0.14% | −141−7.0% | Reduced |
| American Alpha Advisors, LLC | 1,886 | $295.5K | 0.17% | +5+0.3% | Added |
| Rexford Capital Inc | 1,885 | $295.3K | 0.18% | −171−8.3% | Reduced |
| Inceptionr LLC | 1,884 | $295.1K | 0.07% | −491−20.7% | Reduced |
| Pacific Sage Partners, LLC | 1,875 | $293.8K | 0.04% | +75+4.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 721 | $293.6K | 0.09% | −1,042−59.1% | Reduced |
| Hexagon Capital Partners LLC | 1,868 | $292.6K | 0.04% | +470+33.6% | Added |
| Appleton Partners Inc | 1,865 | $292.0K | 0.02% | −95−4.8% | Reduced |
| Castlefield Investment Partners LLP | 1,861 | $291.5K | 0.20% | +332+21.7% | Added |
| RD Lewis Holdings, Inc. | 1,466 | $290.7K | 0.22% | −120−7.6% | Reduced |
| Oxford Asset Management LLP | 1,851 | $290.0K | 0.14% | +1,851 | New |
| Moment Partners, LLC | 1,845 | $289.9K | 0.05% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 1,840 | $288.3K | 0.07% | −32−1.7% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 1,840 | $288.3K | 0.02% | −379−17.1% | Reduced |
| LVW Advisors, LLC | 1,837 | $287.8K | 0.02% | −1,225−40.0% | Reduced |