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 |
|---|---|---|---|---|---|
| Investors Research Corp | 1,835 | $287.5K | 0.05% | −85−4.4% | Reduced |
| Mathes Company, Inc. | 1,835 | $287.0K | 0.09% | +235+14.7% | Added |
| Integral Investment Advisors, Inc. | 1,831 | $286.9K | 0.06% | +298+19.4% | Added |
| Wedge Capital Management L L P | 1,829 | $286.5K | 0.00% | −212−10.4% | Reduced |
| VisionPoint Advisory Group, LLC | 1,817 | $284.7K | 0.05% | +129+7.6% | Added |
| Silver Oak Securities, Inc | 1,817 | $284.6K | 0.02% | −986−35.2% | Reduced |
| FF Advisors,LLC | 1,814 | $284.2K | 0.11% | −40−2.2% | Reduced |
| Accel Wealth Management | 1,812 | $283.8K | 0.06% | −86−4.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 1,809 | $283.4K | 0.02% | −604−25.0% | Reduced |
| Gamco Investors, Inc. Et Al | 1,808 | $283.2K | 0.00% | −603−25.0% | Reduced |
| Mosley Wealth Management | 1,807 | $283.1K | 0.09% | −500−21.7% | Reduced |
| GFG Capital, LLC | 1,797 | $281.5K | 0.08% | 00.0% | Unchanged |
| Activest Wealth Management | 1,795 | $281.2K | 0.05% | +971+117.8% | Added |
| Patrick M Sweeney & Associates, Inc | 1,793 | $280.9K | 0.16% | +95+5.6% | Added |
| Hilltop National Bank | 1,792 | $280.7K | 0.06% | −347−16.2% | Reduced |
| McAdam, LLC | 1,789 | $280.2K | 0.01% | +22+1.2% | Added |
| Jacobsen Capital Management | 1,788 | $280.1K | 0.08% | −265−12.9% | Reduced |
| Armis Advisers, LLC | 1,689 | $279.8K | 0.03% | −611−26.6% | Reduced |
| Mizuho Markets Cayman LP | 1,786 | $279.8K | 0.01% | +550+44.5% | Added |
| Spartan Wealth Advisory Services LLC | 1,786 | $279.7K | 0.02% | −1,045−36.9% | Reduced |
| Platform Technology Partners | 1,784 | $279.5K | 0.05% | −685−27.7% | Reduced |
| Core Wealth Advisors, Inc. | 1,783 | $279.3K | 0.06% | −1,155−39.3% | Reduced |
| Meritas Wealth Management, LLC | 1,782 | $279.2K | 0.11% | +400+28.9% | Added |
| One Wealth Advisors, LLC | 1,780 | $278.9K | 0.03% | +1,780 | New |
| Private Advisory Group LLC | 1,779 | $278.7K | 0.02% | −1,622−47.7% | Reduced |
| Arcataur Capital Management LLC | 1,778 | $278.5K | 0.07% | +125+7.6% | Added |
| McHugh Group, LLC | 1,775 | $278.0K | 0.14% | −300−14.5% | Reduced |
| Alliance Wealth Advisors, LLC | 1,770 | $277.3K | 0.05% | −871−33.0% | Reduced |
| Clark Financial Services Group Inc | 1,765 | $276.5K | 0.13% | +10+0.6% | Added |
| Basecamp Wealth Advisors LLC | 1,763 | $276.2K | 0.05% | −509−22.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,762 | $276.1K | 0.03% | −69−3.8% | Reduced |
| Montecito Bank & Trust | 1,758 | $275.4K | 0.04% | −1,611−47.8% | Reduced |
| Davis R M Inc | 1,753 | $275.4K | 0.00% | −438−20.0% | Reduced |
| PFC Capital Group, Inc. | 1,749 | $273.0K | 0.10% | −340−16.3% | Reduced |
| Clarity Wealth Advisors, LLC | 1,742 | $272.9K | 0.05% | −54−3.0% | Reduced |
| Evolution Wealth Advisors, LLC | 1,728 | $270.7K | 0.03% | +83+5.0% | Added |
| Trilogy Capital Inc. | 1,719 | $269.3K | 0.01% | −968−36.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,717 | $269.0K | 0.03% | −243−12.4% | Reduced |
| Anchyra Partners LLC | 1,716 | $268.8K | 0.06% | −482−21.9% | Reduced |
| Deseret Mutual Benefit Administrators | 1,715 | $268.7K | 0.09% | +169+10.9% | Added |
| Kiley Juergens Wealth Management, LLC | 1,712 | $268.3K | 0.04% | −262−13.3% | Reduced |
| Encompass Wealth Advisors, LLC | 1,711 | $268.0K | 0.08% | −3−0.2% | Reduced |
| Bigelow Investment Advisors, LLC | 1,707 | $267.4K | 0.10% | +13+0.8% | Added |
| DLK Investment Management, LLC | 1,039 | $267.1K | 0.11% | −497−32.4% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,700 | $266.4K | 0.03% | +318+23.0% | Added |
| RHS Financial, LLC | 1,700 | $266.3K | 0.11% | +1,700 | New |
| CV Advisors LLC | 1,700 | $266.3K | 0.05% | +1,700 | New |
| Park Capital Management, LLC | 1,700 | $266.3K | 0.16% | +1,700 | New |
| Retirement Income Solutions, Inc | 1,423 | $265.6K | 0.05% | 00.0% | Unchanged |
| GLR Partners, LLC | 1,693 | $265.2K | 0.12% | +482+39.8% | Added |
| Octavia Wealth Advisors, LLC | 1,681 | $264.1K | 0.02% | −1,823−52.0% | Reduced |
| Capital Advantage, Inc. | 1,685 | $264.0K | 0.03% | −39−2.3% | Reduced |
| Money Concepts Capital Corp | 1,682 | $263.4K | 0.01% | +1,682 | New |
| Safeguard Investment Advisory Group, LLC | 1,681 | $263.4K | 0.06% | +229+15.8% | Added |
| Auxano Advisors, LLC | 1,676 | $262.6K | 0.05% | −28−1.6% | Reduced |
| Southern Financial Group, LLC | 1,672 | $262.1K | 0.07% | −148−8.1% | Reduced |
| Grandfield & Dodd, LLC | 1,666 | $261.0K | 0.01% | −3−0.2% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 1,665 | $260.9K | 0.14% | −134−7.4% | Reduced |
| QTR Family Wealth, LLC | 1,665 | $260.8K | 0.09% | −5−0.3% | Reduced |
| Langley Wealth Management, LLC | 1,661 | $260.2K | 0.25% | +1,661 | New |
| May Hill Capital, LLC | 1,661 | $260.2K | 0.05% | −833−33.4% | Reduced |
| Horizon Bancorp Inc | 1,657 | $260.0K | 0.12% | −24−1.4% | Reduced |
| Nichols & Pratt Advisers LLP | 1,657 | $259.6K | 0.02% | −690−29.4% | Reduced |
| Cynosure Management, LLC | 1,656 | $259.4K | 0.04% | +1,656 | New |
| Karras Company, Inc. | 1,654 | $259.1K | 0.23% | −2,252−57.7% | Reduced |
| Daner Wealth Management, LLC | 1,275 | $256.8K | 0.14% | +10+0.8% | Added |
| Marino, Stram & Associates LLC | 1,639 | $256.8K | 0.04% | −3−0.2% | Reduced |
| Family Management Corp | 1,632 | $255.7K | 0.03% | +1,632 | New |
| Empirical Asset Management, LLC | 1,631 | $255.6K | 0.06% | −1,956−54.5% | Reduced |
| Tyche Wealth Partners LLC | 1,626 | $254.7K | 0.04% | −91−5.3% | Reduced |
| Hudson Portfolio Management LLC | 1,625 | $254.6K | 0.19% | +1,625 | New |
| Wynn Capital, LLC | 1,623 | $254.3K | 0.11% | +542+50.1% | Added |
| Monetary Management Group Inc | 1,620 | $253.8K | 0.05% | −750−31.6% | Reduced |
| Corient IA LLC | 1,620 | $253.8K | 0.23% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 1,619 | $253.6K | 0.01% | −120−6.9% | Reduced |
| Hilton Head Capital Partners, LLC | 1,608 | $251.8K | 0.13% | −2,481−60.7% | Reduced |
| Elkhorn Partners Limited Partnership | 1,600 | $250.7K | 0.21% | +300+23.1% | Added |
| LexAurum Advisors, LLC | 1,598 | $250.3K | 0.03% | +18+1.1% | Added |
| Bank of Stockton | 1,597 | $250.2K | 0.07% | −2−0.1% | Reduced |
| Sonata Capital Group Inc | 1,595 | $249.8K | 0.08% | +300+23.2% | Added |
| Shepherd Financial Partners LLC | 1,592 | $249.4K | 0.02% | −4,707−74.7% | Reduced |
| Arlington Partners LLC | 1,588 | $248.8K | 0.45% | +315+24.7% | Added |
| Colonial Trust Co | 1,586 | $248.5K | 0.03% | −13−0.8% | Reduced |
| OneAscent Family Office, LLC | 1,585 | $248.3K | 0.13% | +238+17.7% | Added |
| Traub Capital Management LLC | 1,583 | $248.0K | 0.22% | +1,583 | New |
| Forza Wealth Management, LLC | 1,582 | $247.8K | 0.08% | +500+46.2% | Added |
| Quent Capital, LLC | 1,578 | $247.1K | 0.02% | −430−21.4% | Reduced |
| Laurel Oak Wealth Management, LLC | 1,576 | $246.9K | 0.04% | −384−19.6% | Reduced |
| Wakefield Asset Management LLLP | 1,575 | $246.7K | 0.06% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,575 | $246.7K | 0.07% | +395+33.5% | Added |
| Onyx Bridge Wealth Group LLC | 1,575 | $246.7K | 0.02% | −318−16.8% | Reduced |
| Smithfield Trust Co | 1,559 | $246.0K | 0.01% | −268−14.7% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 1,568 | $245.6K | 0.26% | −108−6.4% | Reduced |
| Princeton Global Asset Management LLC | 1,558 | $244.1K | 0.03% | +1,040+200.8% | Added |
| Sunpointe, LLC | 1,556 | $243.8K | 0.07% | −685−30.6% | Reduced |
| CVA Family Office, LLC | 1,554 | $243.5K | 0.02% | −394−20.2% | Reduced |
| Eads & Heald Wealth Management | 1,547 | $242.4K | 0.12% | −175−10.2% | Reduced |
| Accurate Wealth Management, LLC | 1,483 | $242.2K | 0.02% | −1,413−48.8% | Reduced |
| Pioneer Wealth Management Group | 1,544 | $241.9K | 0.06% | +4+0.3% | Added |
| Liberty One Investment Management, LLC | 1,541 | $241.5K | 0.02% | −2,423−61.1% | Reduced |