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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 523 | $82.0K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 522 | $81.8K | 0.03% | +106+25.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 516 | $80.8K | 0.01% | −66−11.3% | Reduced |
| JCIC Asset Management Inc. | 430 | $80.3K | 0.02% | 00.0% | Unchanged |
| Vaquero Private Wealth, Ltd | 511 | $80.1K | 0.02% | +511 | New |
| Bradley & Co. Private Wealth Management, LLC | 509 | $80.0K | 0.04% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 505 | $79.1K | 0.01% | +75+17.4% | Added |
| Financial Management Professionals, Inc. | 491 | $77.2K | 0.01% | +101+25.9% | Added |
| Private Wealth Asset Management, LLC | 487 | $76.3K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 488 | $76.0K | 0.00% | −202−29.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 476 | $75.0K | 0.01% | +476 | New |
| Mascoma Wealth Management LLC | 477 | $74.7K | 0.01% | −6−1.2% | Reduced |
| First United Bank Trust | 467 | $73.2K | 0.02% | −290−38.3% | Reduced |
| Tobam | 462 | $72.0K | 0.02% | +462 | New |
| Paradigm Asset Management Co LLC | 450 | $70.5K | 0.02% | −5,600−92.6% | Reduced |
| Essential Partners LLC | 449 | $70.3K | 0.03% | −1,157−72.0% | Reduced |
| Knuff & Co LLC | 440 | $68.9K | 0.02% | −2,075−82.5% | Reduced |
| Atlas Capital Advisors LLC | 434 | $68.0K | 0.01% | −681−61.1% | Reduced |
| McDonald Partners LLC | 433 | $67.8K | 0.02% | −12,044−96.5% | Reduced |
| Strive Financial Group ,LLC | 432 | $67.7K | 0.03% | −99−18.6% | Reduced |
| Sankala Group LLC | 337 | $66.9K | 0.04% | −64−16.0% | Reduced |
| West Branch Capital LLC | 426 | $66.7K | 0.02% | +116+37.4% | Added |
| N.E.W. Advisory Services LLC | 423 | $66.2K | 0.00% | +82+24.0% | Added |
| Synergy Investment Management, LLC | 342 | $64.3K | 0.02% | +316+1,215.4% | Added |
| Redwood Park Advisors LLC | 409 | $64.1K | 0.05% | +1+0.2% | Added |
| Bravera Wealth | 406 | $63.6K | 0.02% | −180−30.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 403 | $63.1K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 394 | $61.7K | 0.03% | −193−32.9% | Reduced |
| Cornerstone Planning Group LLC | 376 | $61.2K | 0.01% | −85−18.4% | Reduced |
| Basepoint Wealth LLC | 385 | $60.3K | 0.03% | +120+45.3% | Added |
| Avion Wealth | 384 | $60.0K | 0.01% | +154+67.0% | Added |
| Fourth Dimension Wealth, LLC | 376 | $58.9K | 0.02% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 315 | $58.8K | 0.04% | +170+117.2% | Added |
| Tripletail Wealth Management, LLC | 353 | $58.6K | 0.07% | −348−49.6% | Reduced |
| CDKV Holdings LLC | 365 | $57.2K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 358 | $56.1K | 0.00% | +76+27.0% | Added |
| Wilkerson Advisory Group LLC | 353 | $55.3K | 0.02% | −86−19.6% | Reduced |
| Consultiva Wealth Management, Corp. | 351 | $55.0K | 0.12% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 350 | $54.8K | 0.03% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 348 | $54.6K | 0.01% | −11−3.1% | Reduced |
| Coastline Trust Co | 343 | $53.7K | 0.00% | −313−47.7% | Reduced |
| Quarry LP | 340 | $53.3K | 0.01% | −110−24.4% | Reduced |
| First PREMIER Bank | 338 | $53.0K | 0.01% | −10−2.9% | Reduced |
| First Community Trust NA | 335 | $52.5K | 0.02% | −710−67.9% | Reduced |
| Security National Bank of Sioux City Iowa | 335 | $52.5K | 0.02% | +335 | New |
| Foster Dykema Cabot & Partners, LLC | 333 | $52.3K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 332 | $52.0K | 0.01% | +175+111.5% | Added |
| Estabrook Capital Management | 331 | $51.9K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 329 | $51.6K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 327 | $51.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 327 | $51.2K | 0.02% | +99+43.4% | Added |
| LRI Investments, LLC | 23,458 | $49.3K | 0.00% | −328−1.4% | Reduced |
| MB, Levis & Associates, LLC | 311 | $48.7K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 310 | $48.6K | 0.01% | −172−35.7% | Reduced |
| Rational Advisors LLC | 309 | $48.4K | 0.00% | +3+1.0% | Added |
| Lodestone Wealth Management LLC | 303 | $47.5K | 0.02% | −7−2.3% | Reduced |
| REAP Financial Group, LLC | 302 | $47.3K | 0.01% | −44−12.7% | Reduced |
| Bank & Trust Co | 299 | $46.8K | 0.03% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 294 | $46.1K | 0.00% | −212−41.9% | Reduced |
| Trifecta Capital Advisors, LLC | 292 | $45.7K | 0.01% | −26,569−98.9% | Reduced |
| Armstrong Advisory Group, Inc | 289 | $45.3K | 0.00% | −26−8.3% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 277 | $43.4K | 0.01% | +138+99.3% | Added |
| LFA - Lugano Financial Advisors SA | 272 | $42.6K | 0.03% | 00.0% | Unchanged |
| Crews Bank & Trust | 271 | $42.5K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 269 | $42.0K | 0.01% | +183+212.8% | Added |
| Atwood & Palmer Inc | 265 | $41.6K | 0.00% | −28−9.6% | Reduced |
| Raleigh Capital Management Inc. | 265 | $41.5K | 0.01% | +33+14.2% | Added |
| Joseph Group Capital Management | 264 | $41.4K | 0.01% | −190−41.9% | Reduced |
| Abound Wealth Management | 258 | $40.5K | 0.01% | −284−52.4% | Reduced |
| Bayforest Capital Ltd | 253 | $39.6K | 0.04% | +253 | New |
| Founders Capital Management | 249 | $39.0K | 0.02% | +13+5.5% | Added |
| Vision Financial Markets LLC | 239 | $39.0K | 0.03% | −200−45.6% | Reduced |
| JPL Wealth Management, LLC | 248 | $38.9K | 0.01% | −90−26.6% | Reduced |
| RMG Wealth Management LLC | 200 | $38.7K | 0.00% | −126−38.7% | Reduced |
| Archer Investment Corp | 246 | $38.5K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 236 | $37.0K | 0.00% | −266−53.0% | Reduced |
| Raffa Wealth Management, LLC | 233 | $36.5K | 0.00% | +64+37.9% | Added |
| Dakota Community Bank & Trust NA | 227 | $35.6K | 0.11% | −429−65.4% | Reduced |
| MRP Capital Investments, LLC | 227 | $35.6K | 0.03% | −424−65.1% | Reduced |
| Tidemark, LLC | 226 | $35.4K | 0.01% | −1−0.4% | Reduced |
| Bank of New Hampshire | 225 | $35.2K | 0.01% | −4−1.7% | Reduced |
| CGC Financial Services, LLC | 223 | $34.9K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 218 | $34.2K | 0.00% | +191+707.4% | Added |
| SWAN Capital LLC | 217 | $34.0K | 0.01% | +9+4.3% | Added |
| Proathlete Wealth Management LLC | 214 | $33.6K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 212 | $33.2K | 0.00% | −98−31.6% | Reduced |
| Noble Wealth Management PBC | 211 | $33.1K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 209 | $33.0K | 0.02% | −18−7.9% | Reduced |
| Stone House Investment Management, LLC | 210 | $32.9K | 0.00% | −10−4.5% | Reduced |
| Ares Financial Consulting, LLC | 207 | $32.4K | 0.02% | −59−22.2% | Reduced |
| Leo H. Evart, Inc. | 205 | $32.1K | 0.03% | −25−10.9% | Reduced |
| Align Financial, LLC | 203 | $31.8K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 199 | $31.2K | 0.01% | −42−17.4% | Reduced |
| Brooklyn FI, LLC | 189 | $30.8K | 0.01% | +189 | New |
| LifeSteps Financial, Inc. | 196 | $30.7K | 0.01% | +196 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 195 | $30.6K | 0.01% | −288−59.6% | Reduced |
| MTM Investment Management, LLC | 195 | $30.5K | 0.01% | −8−3.9% | Reduced |
| Kilter Group LLC | 189 | $29.6K | 0.01% | −99−34.4% | Reduced |
| True Wealth Design, LLC | 189 | $29.6K | 0.01% | +84+80.0% | Added |
| Entrust Financial LLC | 181 | $28.4K | 0.02% | −2−1.1% | Reduced |