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 |
|---|---|---|---|---|---|
| Kickstand Ventures, LLC. | 1,304 | $204.2K | 0.04% | +154+13.4% | Added |
| Isthmus Partners, LLC | 1,302 | $204.0K | 0.02% | +19+1.5% | Added |
| Inspirion Wealth Advisors, LLC | 1,248 | $203.7K | 0.02% | +70+5.9% | Added |
| Intrepid Financial Planning Group LLC | 1,290 | $202.1K | 0.07% | +45+3.6% | Added |
| Eurizon SLJ Capital Ltd | 1,289 | $201.9K | 0.07% | 00.0% | Unchanged |
| Virtus Family Office LLC | 1,287 | $201.9K | 0.16% | +1,287 | New |
| SlateStone Wealth, LLC | 1,278 | $200.0K | 0.02% | −62−4.6% | Reduced |
| Crewe Advisors LLC | 1,274 | $199.6K | 0.01% | +15+1.2% | Added |
| Global Trust Asset Management, LLC | 1,252 | $196.2K | 0.06% | +401+47.1% | Added |
| Wolff Wiese Magana LLC | 1,243 | $194.7K | 0.09% | −66−5.0% | Reduced |
| Avalon Trust Co | 1,243 | $194.7K | 0.01% | −800−39.2% | Reduced |
| Rossby Financial, LCC | 1,224 | $191.8K | 0.04% | −580−32.2% | Reduced |
| Adirondack Trust Co | 1,208 | $189.2K | 0.06% | −60−4.7% | Reduced |
| Northstar Asset Management LLC | 1,150 | $188.2K | 0.04% | +1,150 | New |
| American National Bank | 1,185 | $185.6K | 0.02% | −17−1.4% | Reduced |
| Innovative Asset Advisors Group, LLC | 1,173 | $184.4K | 0.08% | +627+114.8% | Added |
| Acropolis Investment Management, LLC | 1,166 | $182.7K | 0.01% | −124−9.6% | Reduced |
| Dunhill Financial, LLC | 1,156 | $181.1K | 0.04% | +9+0.8% | Added |
| First Financial Corp | 1,141 | $178.7K | 0.06% | 00.0% | Unchanged |
| Capula Management Ltd | 1,133 | $177.5K | 0.00% | −12,922−91.9% | Reduced |
| Aviso Financial Inc. | 1,128 | $176.7K | 0.01% | +523+86.4% | Added |
| Evergreen Private Wealth LLC | 1,127 | $176.5K | 0.07% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 1,115 | $174.7K | 0.02% | −1−0.1% | Reduced |
| Solstein Capital, LLC | 1,104 | $173.0K | 0.06% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 1,074 | $168.3K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,072 | $167.9K | 0.01% | −1,121−51.1% | Reduced |
| Vega Investment Solutions | 1,061 | $166.2K | 0.02% | −727−40.7% | Reduced |
| Wall Street Access Asset Management, LLC | 1,056 | $165.4K | 0.02% | +278+35.7% | Added |
| Capital Advisors, Ltd. LLC | 1,054 | $165.0K | 0.02% | +335+46.6% | Added |
| Gordian Capital Singapore Pte Ltd | 1,041 | $163.1K | 0.28% | 00.0% | Unchanged |
| NVWM, LLC | 752 | $162.0K | 0.03% | −2,926−79.6% | Reduced |
| GFS Advisors, LLC | 23,753 | $161.0K | 0.02% | −11,472−32.6% | Reduced |
| Western Pacific Wealth Management, LP | 1,019 | $159.6K | 0.14% | −1,880−64.8% | Reduced |
| Kozak & Associates, Inc. | 969 | $158.1K | 0.03% | +3+0.3% | Added |
| Elgethun Capital Management | 1,009 | $158.1K | 0.02% | +139+16.0% | Added |
| Golden State Wealth Management, LLC | 1,004 | $157.4K | 0.01% | +55+5.8% | Added |
| One River Asset Management, LLC | 951 | $149.0K | 0.72% | −214−18.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 916 | $143.5K | 0.02% | −387−29.7% | Reduced |
| CrossGen Wealth, LLC | 915 | $143.3K | 0.11% | −1,004−52.3% | Reduced |
| Oakworth Capital, Inc. | 886 | $140.8K | 0.01% | +155+21.2% | Added |
| First Command Advisory Services, Inc. | 890 | $139.5K | 0.00% | +61+7.4% | Added |
| Hughes Financial Services, LLC | 883 | $138.3K | 0.02% | −10−1.1% | Reduced |
| Gill Capital Partners, LLC | 880 | $137.9K | 0.04% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 877 | $137.3K | 0.06% | +515+142.3% | Added |
| Rialto Wealth Management, LLC | 875 | $137.1K | 0.03% | −36−4.0% | Reduced |
| Action Point Financial Planning, LLC | 724 | $135.1K | 0.01% | +724 | New |
| Southern Michigan Bank & Trust | 857 | $134.3K | 0.05% | 00.0% | Unchanged |
| United Community Bank | 843 | $132.1K | 0.04% | −1,165−58.0% | Reduced |
| TFC Financial Management | 838 | $131.3K | 0.01% | −768−47.8% | Reduced |
| DT Investment Partners, LLC | 837 | $131.1K | 0.01% | −45−5.1% | Reduced |
| SHP Wealth Management | 824 | $129.1K | 0.01% | +248+43.1% | Added |
| Transamerica Financial Advisors, Inc. | 817 | $128.4K | 0.01% | +66+8.8% | Added |
| GoalVest Advisory LLC | 813 | $127.4K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 811 | $127.0K | 0.08% | −220−21.3% | Reduced |
| Burkett Financial Services, LLC | 806 | $126.4K | 0.04% | +2+0.2% | Added |
| West Paces Advisors Inc. | 800 | $125.3K | 0.02% | +800 | New |
| Heritage Wealth Advisors | 799 | $125.2K | 0.00% | −112−12.3% | Reduced |
| OV Management LLC | 799 | $125.2K | 0.23% | −6−0.7% | Reduced |
| Manchester Capital Management LLC | 795 | $124.5K | 0.02% | −33−4.0% | Reduced |
| Truvestments Capital LLC | 792 | $124.0K | 0.02% | −315−28.5% | Reduced |
| Vestor Capital, LLC | 1,250 | $123.0K | 0.01% | +726+138.5% | Added |
| Burk Holdings LLC | 783 | $122.7K | 0.05% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 772 | $121.9K | 0.01% | −6,859−89.9% | Reduced |
| Cypress Capital Management LLC (WY) | 740 | $116.3K | 0.10% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 739 | $115.8K | 0.02% | +62+9.2% | Added |
| Financial Network Wealth Advisors LLC | 738 | $115.6K | 0.12% | +93+14.4% | Added |
| Caldwell Sutter Capital, Inc. | 709 | $111.1K | 0.04% | +81+12.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 697 | $109.2K | 0.15% | 00.0% | Unchanged |
| Strategic Investment Advisors | 691 | $108.3K | 0.01% | +96+16.1% | Added |
| Blume Capital Management, Inc. | 687 | $107.6K | 0.02% | +10+1.5% | Added |
| Allied Private Wealth LLC | 645 | $107.5K | 0.07% | +645 | New |
| Owl Creek Wealth Partners LLC | 680 | $106.5K | 0.03% | −45−6.2% | Reduced |
| Meeder Asset Management Inc | 677 | $106.1K | 0.01% | +212+45.6% | Added |
| City Holding Co | 673 | $105.4K | 0.01% | +48+7.7% | Added |
| Timbuktu Capital Management, LLC | 672 | $105.3K | 0.16% | +672 | New |
| Sittner & Nelson, LLC | 661 | $103.6K | 0.03% | −108−14.0% | Reduced |
| Richardson Financial Services Inc. | 637 | $99.8K | 0.06% | +15+2.4% | Added |
| Operose Advisors LLC | 635 | $99.5K | 0.02% | −11−1.7% | Reduced |
| Front Row Advisors LLC | 500 | $98.7K | 0.03% | −220−30.6% | Reduced |
| Flagship Wealth Advisors, LLC | 625 | $97.9K | 0.02% | +617+7,712.5% | Added |
| Silver Grove Financial Group, Inc. | 619 | $97.0K | 0.05% | +604+4,026.7% | Added |
| SOA Wealth Advisors, LLC. | 619 | $97.0K | 0.02% | −118−16.0% | Reduced |
| Salomon & Ludwin, LLC | 594 | $97.0K | 0.01% | −9−1.5% | Reduced |
| WPG Advisers, LLC | 610 | $95.6K | 0.06% | +367+151.0% | Added |
| Investors Portfolio Services LLC | 603 | $94.5K | 0.07% | +572+1,845.2% | Added |
| Cohen & Steers, Inc. | 600 | $94.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 600 | $94.0K | 0.01% | 00.0% | Unchanged |
| Financial Life Planners | 596 | $93.4K | 0.06% | +11+1.9% | Added |
| Byrne Asset Management LLC | 594 | $93.1K | 0.05% | −74−11.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 592 | $92.7K | 0.01% | +164+38.3% | Added |
| JFS Wealth Advisors, LLC | 590 | $92.6K | 0.00% | −233−28.3% | Reduced |
| Paladin Advisory Group, LLC | 590 | $92.4K | 0.06% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 588 | $92.1K | 0.02% | −600−50.5% | Reduced |
| Washington Trust Advisors, Inc. | 585 | $91.6K | 0.01% | −393−40.2% | Reduced |
| Prosperity Bancshares Inc | 580 | $90.9K | 0.06% | −398−40.7% | Reduced |
| Ogorek Anthony Joseph | 560 | $87.0K | 0.02% | +22+4.1% | Added |
| Murphy & Mullick Capital Management Corp | 555 | $86.9K | 0.05% | −372−40.1% | Reduced |
| Covestor Ltd | 545 | $86.0K | 0.05% | +44+8.8% | Added |
| Westfuller Advisors, LLC | 532 | $83.6K | 0.03% | −197−27.0% | Reduced |
| Osbon Capital Management LLC | 526 | $82.5K | 0.06% | 00.0% | Unchanged |