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Livermore
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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.

Institutional holdersQ2 2026: 2,493 institutions
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,182 institutionsQ2 2023: 2,300 institutionsQ3 2023: 2,293 institutionsQ4 2023: 2,600 institutionsQ1 2024: 2,768 institutionsQ2 2024: 2,629 institutionsQ3 2024: 2,656 institutionsQ4 2024: 3,109 institutionsQ1 2025: 2,955 institutionsQ2 2025: 2,959 institutionsQ3 2025: 2,815 institutionsQ4 2025: 2,958 institutionsQ1 2026: 2,695 institutionsQ2 2026: 2,493 institutions
Value heldQ2 2026: $109.5B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,493$109.5B
Q1 20262,695$137.9B
Q4 20252,958$201.9B
Q3 20252,815$179.8B
Q2 20252,959$210.0B
Q1 20252,955$209.1B
Q4 20243,109$258.7B
Q3 20242,656$209.1B
Q2 20242,629$198.8B
Q1 20242,768$235.7B
Q4 20232,600$204.8B
Q3 20232,293$155.1B
Q2 20232,300$161.7B
Q1 20232,182$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$151.3B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2026.

Institutions holding CRM in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Gables Capital Management Inc.181$28.4K0.01%00.0%Unchanged
Kings Path Partners LLC176$27.6K0.01%00.0%Unchanged
Bullock Wealth Management Group165$27.0K0.01%00.0%Unchanged
Persistent Asset Partners Ltd171$26.8K0.01%+171New
Ameliora Wealth Management Ltd.100$26.5K0.01%00.0%Unchanged
Manning & Napier Advisors LLC166$26.2K0.00%−702−80.9%Reduced
McCarthy Grittinger Financial Group, LLC165$25.8K0.01%00.0%Unchanged
Bare Financial Services, Inc164$25.7K0.01%+32+24.2%Added
Measured Wealth Private Client Group, LLC163$25.6K0.01%00.0%Unchanged
Graney & King, LLC162$25.4K0.01%00.0%Unchanged
Tounjian Advisory Partners, LLC158$24.7K0.01%−6,912−97.8%Reduced
PlanVest Financial, Inc157$24.6K0.02%00.0%Unchanged
Stephenson National Bank & Trust153$24.0K0.01%−82−34.9%Reduced
Dorato Capital Management146$23.8K0.02%00.0%Unchanged
Pacifica Partners Inc.143$23.8K0.01%−5−3.4%Reduced
Accordant Advisory Group Inc150$23.5K0.02%00.0%Unchanged
Compass Financial Management LLC127$23.4K0.00%+127New
Costello Asset Management, INC148$23.2K0.01%00.0%Unchanged
Arlington Trust Co LLC148$23.2K0.00%−419−73.9%Reduced
Addison Advisors LLC146$22.9K0.01%−1,686−92.0%Reduced
Abound Financial, LLC145$22.7K0.01%00.0%Unchanged
Union Savings Bank143$22.4K0.01%−35−19.7%Reduced
Glass Jacobson Investment Advisors llc141$22.1K0.01%00.0%Unchanged
Essential Investment Partners LLC140$21.9K0.02%00.0%Unchanged
Caitong International Asset Management Co., Ltd140$21.9K0.00%+136+3,400.0%Added
Centiva Capital, LP138$21.6K0.00%−6,747−98.0%Reduced
Cornerstone Financial Management LLC138$21.6K0.02%+52+60.5%Added
Pacific Center for Financial Services137$21.4K0.00%00.0%Unchanged
High Point Wealth Management, LLC135$21.2K0.02%00.0%Unchanged
Disciplina Capital Management LLC135$21.2K0.00%−40−22.9%Reduced
Perkins Coie Trust Co135$21.1K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC134$21.0K0.00%+21+18.6%Added
Downshift Financial, LLC132$20.7K0.01%+132New
Planning Strategies Inc.132$20.7K0.01%+132New
Prestige Wealth Management Group LLC130$20.4K0.00%−58−30.9%Reduced
IAG Wealth Partners, LLC130$20.4K0.00%00.0%Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management130$20.4K0.01%00.0%Unchanged
Barrett & Company, Inc.124$19.4K0.01%+14+12.7%Added
Financial Consulate, Inc120$18.9K0.00%−38−24.1%Reduced
Commonwealth Retirement Investments LLC120$18.8K0.01%+120New
Fountainhead AM, LLC117$18.3K0.01%+76+185.4%Added
Godfrey Financial Associates, Inc.116$18.2K0.01%−19−14.1%Reduced
Main Street Group, LTD116$18.2K0.00%00.0%Unchanged
Sachetta, LLC115$18.0K0.01%−24−17.3%Reduced
VSM Wealth Advisory, LLC114$17.9K0.00%00.0%Unchanged
Bernard Wealth Management Corp.114$17.9K0.01%+114New
Aspect Partners, LLC113$17.7K0.01%+3+2.7%Added
Bruce G. Allen Investments, LLC109$17.1K0.01%−174−61.5%Reduced
Fortitude Family Office, LLC108$16.9K0.00%−51−32.1%Reduced
Pflug Koory, LLC105$16.4K0.01%+20+23.5%Added
Dogwood Wealth Management LLC104$16.3K0.01%−16−13.3%Reduced
Birchwood Financial Partners, Inc.103$16.1K0.01%00.0%Unchanged
Corsicana & Co.103$16.1K0.01%+80+347.8%Added
Robinswood Financial LLC102$16.1K0.00%00.0%Unchanged
Chesapeake Asset Management LLC101$15.9K0.01%00.0%Unchanged
1620 Investment Advisors, Inc.101$15.8K0.01%−395−79.6%Reduced
TD Capital Management LLC100$15.7K0.00%−9−8.3%Reduced
Wellington Shields & Co., LLC100$15.7K0.00%00.0%Unchanged
Gilpin Wealth Management, LLC100$15.7K0.01%00.0%Unchanged
Peterson Wealth Management100$15.7K0.01%+100New
Halbert Hargrove Global Advisors, LLC97$15.2K0.00%+4+4.3%Added
Collier Financial95$14.9K0.01%00.0%Unchanged
Quest 10 Wealth Builders, Inc.94$14.7K0.01%−22−19.0%Reduced
Strategic Investment Solutions, Inc.93$14.6K0.00%00.0%Unchanged
Asset Planning,Inc93$14.6K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC90$14.0K0.00%−17−15.9%Reduced
Groesbeck Investment Management Corp89$14.0K0.02%00.0%Unchanged
Retirement Wealth Solutions LLC88$13.8K0.01%−16−15.4%Reduced
Blue Bell Private Wealth Management, LLC86$13.5K0.00%00.0%Unchanged
Bellevue Asset Management, LLC84$13.2K0.01%+14+20.0%Added
Kingdom Financial Group LLC.84$13.2K0.00%−56−40.0%Reduced
Coston, McIsaac & Partners89$13.0K0.00%−10−10.1%Reduced
Altshuler Shaham Ltd82$12.8K0.00%+33+67.3%Added
Key Capital Management, INC81$12.7K0.01%+12+17.4%Added
HighMark Wealth Management LLC81$12.7K0.00%+46+131.4%Added
Maseco LLP80$12.5K0.00%−59−42.4%Reduced
Boreal Capital Management LLC79$12.4K0.01%−325−80.4%Reduced
Wiser Advisor Group LLC78$12.2K0.01%00.0%Unchanged
Knott David M Jr77$12.1K0.01%00.0%Unchanged
Paladin Partners, LLC76$11.9K0.01%−50−39.7%Reduced
SJS Investment Consulting Inc.75$11.8K0.00%−6−7.4%Reduced
Spectrum Wealth Advisory Group, LLC75$11.8K0.00%+75New
Raelipskie Partnership75$11.8K0.00%−100−57.1%Reduced
Jackson, Grant Investment Advisers, Inc.75$11.8K0.00%−22−22.7%Reduced
Guardian Partners Inc.75$11.8K0.00%+75New
Atlantic Edge Private Wealth Management, LLC74$11.6K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC74$11.6K0.01%+11+17.5%Added
Vermillion Wealth Management, Inc.73$11.4K0.00%−6−7.6%Reduced
Buck Wealth Strategies, LLC72$11.4K0.00%+72New
DiNuzzo Private Wealth, Inc.72$11.3K0.00%−16−18.2%Reduced
Valued Wealth Advisors LLC69$10.9K0.00%−28−28.9%Reduced
CBIZ Investment Advisory Services, LLC58$10.8K0.00%00.0%Unchanged
Toth Financial Advisory Corp66$10.3K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC64$10.0K0.00%−57−47.1%Reduced
Caitlin John, LLC61$9.60K0.01%+16+35.6%Added
PFS Partners, LLC59$9.22K0.00%00.0%Unchanged
Quaker Wealth Management, LLC56$8.77K0.00%+25+80.6%Added
Cedar Mountain Advisors, LLC55$8.57K0.00%−45−45.0%Reduced
Country Trust Bank54$8.46K0.00%+25+86.2%Added
Bulwark Capital Corp53$8.30K0.00%+28+112.0%Added