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 |
|---|---|---|---|---|---|
| Relyea Zuckerberg Hanson LLC | 1,539 | $241.1K | 0.02% | −1,648−51.7% | Reduced |
| Uniting Wealth Partners, LLC | 1,534 | $241.0K | 0.05% | +186+13.8% | Added |
| 55 North Private Wealth, LLC | 1,538 | $240.9K | 0.05% | +1,538 | New |
| Westerkirk Capital Inc. | 1,535 | $240.5K | 0.02% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 1,530 | $239.7K | 0.03% | +1+0.1% | Added |
| Waddell & Associates, LLC | 1,528 | $239.4K | 0.01% | −4,607−75.1% | Reduced |
| Indiana Trust & Investment Management CO | 1,528 | $239.4K | 0.07% | +520+51.6% | Added |
| Rollins Financial Advisors, LLC | 1,527 | $239.2K | 0.03% | −1,905−55.5% | Reduced |
| Aspire Private Capital, LLC | 1,520 | $238.2K | 0.05% | +1,520 | New |
| Adapt Wealth Advisors, LLC | 1,520 | $238.1K | 0.08% | −238−13.5% | Reduced |
| Traveka Wealth, LLC | 1,520 | $238.1K | 0.08% | −140−8.4% | Reduced |
| Griffin Asset Management, Inc. | 1,511 | $236.7K | 0.02% | +1,511 | New |
| Avenue 1 Advisors, LLC | 1,510 | $236.6K | 0.06% | +15+1.0% | Added |
| Elevatus Welath Management | 1,510 | $236.6K | 0.06% | +436+40.6% | Added |
| Seeds Investor LLC | 1,507 | $236.1K | 0.02% | −295−16.4% | Reduced |
| Forum Finance Group S.A. | 1,867 | $236.0K | 0.08% | −651−25.9% | Reduced |
| Pzena Investment Management LLC | 1,502 | $235.3K | 0.00% | +1,502 | New |
| Victory Financial Group, LLC | 1,500 | $235.0K | 0.02% | −508−25.3% | Reduced |
| Harbor Advisors LLC | 1,500 | $235.0K | 0.03% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 1,497 | $234.5K | 0.08% | −3,700−71.2% | Reduced |
| Peterson Wealth Services | 1,495 | $234.2K | 0.05% | +30+2.0% | Added |
| Curated Wealth Partners LLC | 1,491 | $233.6K | 0.03% | −3,474−70.0% | Reduced |
| High Note Wealth, LLC | 1,488 | $233.1K | 0.04% | −111−6.9% | Reduced |
| AdvisorNet Financial, Inc | 1,485 | $232.7K | 0.01% | +29+2.0% | Added |
| Harfst & Associates, Inc. | 1,483 | $232.3K | 0.04% | −1,877−55.9% | Reduced |
| Summit Wealth Group LLC | 1,483 | $232.3K | 0.02% | −245−14.2% | Reduced |
| Beacon Financial Group | 1,481 | $232.1K | 0.02% | −203−12.1% | Reduced |
| Johnson Financial Group, LLC | 1,479 | $231.7K | 0.01% | −206−12.2% | Reduced |
| FSM Wealth Advisors, LLC | 1,472 | $230.7K | 0.02% | −1,352−47.9% | Reduced |
| Putney Financial Group LLC | 1,469 | $230.1K | 0.21% | −157−9.7% | Reduced |
| NWF Advisory Services Inc. | 1,466 | $229.7K | 0.02% | −168−10.3% | Reduced |
| Womack Financial LLC | 1,466 | $229.7K | 0.15% | −20−1.3% | Reduced |
| Salem Investment Counselors Inc | 1,461 | $229.6K | 0.01% | −93−6.0% | Reduced |
| Archford Capital Strategies, LLC | 1,464 | $229.4K | 0.02% | −1,288−46.8% | Reduced |
| Triton Wealth Management, PLLC | 1,376 | $229.2K | 0.07% | −5−0.4% | Reduced |
| First National Bank Sioux Falls | 1,263 | $228.9K | 0.06% | 00.0% | Unchanged |
| Vanguard National Trust Co | 1,457 | $228.3K | 0.01% | +45+3.2% | Added |
| Bill Few Associates, Inc. | 1,456 | $228.2K | 0.05% | −78−5.1% | Reduced |
| Integrated Investment Consultants, LLC | 1,451 | $227.3K | 0.04% | −438−23.2% | Reduced |
| JM2 Capital Inc. | 1,450 | $227.2K | 0.16% | −256−15.0% | Reduced |
| Yoder Wealth Management, Inc. | 1,446 | $226.5K | 0.09% | +55+4.0% | Added |
| 626 Financial, LLC | 1,446 | $226.5K | 0.09% | −722−33.3% | Reduced |
| MJP Associates Inc | 1,443 | $226.1K | 0.02% | −275−16.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,435 | $224.8K | 0.05% | −31−2.1% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,434 | $224.6K | 0.07% | −111−7.2% | Reduced |
| Alpine Global Management, LLC | 1,426 | $223.4K | 0.04% | +1,426 | New |
| Ewa, LLC | 1,425 | $223.3K | 0.04% | −706−33.1% | Reduced |
| Yarger Wealth Strategies, LLC | 1,366 | $223.1K | 0.08% | +274+25.1% | Added |
| TritonPoint Partners, LLC | 1,419 | $223.0K | 0.02% | +1,419 | New |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,420 | $222.5K | 0.02% | −271−16.0% | Reduced |
| Greenfield Savings Bank | 1,419 | $222.3K | 0.08% | −1,189−45.6% | Reduced |
| S Harris Financial Group, LLC | 1,417 | $222.0K | 0.17% | −640−31.1% | Reduced |
| Tandem Capital Management Corp | 1,415 | $221.7K | 0.09% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,415 | $221.7K | 0.12% | +85+6.4% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,410 | $220.9K | 0.07% | −75−5.1% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 1,410 | $220.9K | 0.01% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 1,403 | $219.8K | 0.03% | −175−11.1% | Reduced |
| Cardinal Point Capital Management, ULC | 1,400 | $219.3K | 0.01% | 00.0% | Unchanged |
| West Family Investments, Inc. | 1,397 | $218.9K | 0.06% | −1,439−50.7% | Reduced |
| Franklin Street Advisors Inc | 1,395 | $218.5K | 0.01% | 00.0% | Unchanged |
| First Financial Bankshares Inc | 1,391 | $217.9K | 0.00% | −101−6.8% | Reduced |
| Banco BTG Pactual S.A. | 1,389 | $217.6K | 0.03% | +1,389 | New |
| Livet Wealth, LLC | 1,384 | $216.8K | 0.13% | +39+2.9% | Added |
| Regent Peak Wealth Advisors LLC | 1,383 | $216.6K | 0.04% | +157+12.8% | Added |
| Stonebrook Private Inc. | 1,381 | $216.3K | 0.04% | −172−11.1% | Reduced |
| Swiss Re Ltd | 1,380 | $216.2K | 0.02% | +1,276+1,226.9% | Added |
| Lionshead Wealth Management, LLC | 1,373 | $215.7K | 0.14% | −57−4.0% | Reduced |
| LJI Wealth Management, LLC | 1,376 | $215.6K | 0.03% | −65−4.5% | Reduced |
| Eagle Wealth Advisors LLC | 1,370 | $215.4K | 0.16% | −909−39.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,370 | $214.6K | 0.00% | +208+17.9% | Added |
| Corps Capital Advisors, LLC | 1,368 | $214.4K | 0.17% | −2,877−67.8% | Reduced |
| Granite Harbor Advisors, Inc. | 1,366 | $214.0K | 0.08% | +126+10.2% | Added |
| First American Trust, FSB | 1,366 | $213.8K | 0.01% | −237−14.8% | Reduced |
| Patron Partners Advisors, LLC | 1,365 | $213.8K | 0.08% | −55−3.9% | Reduced |
| Rogco, LP | 1,352 | $211.8K | 0.06% | 00.0% | Unchanged |
| Cura Wealth Advisors, LLC | 1,351 | $211.7K | 0.09% | −100−6.9% | Reduced |
| Beck Bode, LLC | 1,351 | $211.6K | 0.03% | +1,351 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,346 | $210.9K | 0.02% | −645−32.4% | Reduced |
| South Shore Capital Advisors | 1,346 | $210.9K | 0.14% | +189+16.3% | Added |
| SkyOak Wealth, LLC | 1,345 | $210.7K | 0.03% | +100+8.0% | Added |
| BridgePort Financial Solutions, LLC | 1,344 | $210.5K | 0.05% | −2,013−60.0% | Reduced |
| Sandy Cove Advisors, LLC | 1,344 | $210.5K | 0.05% | −111−7.6% | Reduced |
| Bogart Wealth, LLC | 1,335 | $209.1K | 0.01% | +239+21.8% | Added |
| TRB Wealth Management, LLC | 1,332 | $208.7K | 0.03% | −1,114−45.5% | Reduced |
| Frisch Financial Group, Inc. | 1,325 | $208.1K | 0.04% | +1,325 | New |
| Wilson & Boucher Capital Management, LLC | 1,325 | $207.6K | 0.12% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 1,311 | $207.0K | 0.09% | +1,311 | New |
| Excalibur Management Corp | 1,322 | $207.0K | 0.07% | +126+10.5% | Added |
| Wayfinding Financial, LLC | 1,320 | $207.0K | 0.08% | −213−13.9% | Reduced |
| Consolidated Capital Management, LLC | 1,318 | $206.6K | 0.06% | 00.0% | Unchanged |
| Core Alternative Capital | 1,318 | $206.5K | 0.06% | +203+18.2% | Added |
| COFG Advisors, LLC | 1,315 | $206.0K | 0.04% | −187−12.5% | Reduced |
| Scissortail Wealth Management, LLC | 1,313 | $205.7K | 0.04% | +69+5.5% | Added |
| David J Yvars Group | 1,310 | $205.3K | 0.10% | −40−3.0% | Reduced |
| Cornerstone Advisory, LLC | 1,309 | $205.0K | 0.02% | −349−21.0% | Reduced |
| Balanced Rock Investment Advisor | 1,306 | $204.6K | 0.13% | −187−12.5% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,306 | $204.6K | 0.19% | −21−1.6% | Reduced |
| LightSquare Wealth Management, LLC | 1,306 | $204.6K | 0.14% | +152+13.2% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,305 | $204.5K | 0.02% | −206−13.6% | Reduced |
| Vawter Financial, Ltd. | 1,304 | $204.3K | 0.08% | 00.0% | Unchanged |