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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: 27 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
Atomic Invest LLC51$8.12K0.00%−66−56.4%Reduced
Clal Insurance Enterprises Holdings Ltd53$8.00K0.00%−86−61.9%Reduced
Bollard Group LLC51$8.00K0.00%+7+15.9%Added
Midway Capital Research & Management50$7.83K0.01%−50−50.0%Reduced
Piscataqua Savings Bank50$7.83K0.01%−16−24.2%Reduced
MJT & Associates Financial Advisory Group, Inc.46$7.21K0.00%00.0%Unchanged
Colonial Trust Advisors45$7.05K0.00%00.0%Unchanged
Marshall Investment Management, LLC41$6.42K0.00%+41New
Oakmont Advisory Group, LLC40$6.30K0.01%+40New
Decker Retirement Planning Inc.39$6.11K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc40$6.00K0.00%+5+14.3%Added
POM Investment Strategies, LLC37$5.80K0.01%−3−7.5%Reduced
Richardson Capital Management LLC37$5.80K0.00%−53−58.9%Reduced
Ankerstar Wealth, LLC36$5.66K0.00%−15−29.4%Reduced
Vima LLC36$5.64K0.01%+36New
Godsey & Gibb Associates34$5.33K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC32$5.01K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC32$5.01K0.00%00.0%Unchanged
Gold Investment Management Ltd.31$4.86K0.00%00.0%Unchanged
Bayban31$4.86K0.00%00.0%Unchanged
Hartford Financial Management Inc.30$4.70K0.00%00.0%Unchanged
Luminist Capital LLC29$4.54K0.01%+29New
Davidson Capital Management Inc.28$4.39K0.00%−5,289−99.5%Reduced
Banque de Luxembourg S.A.28$4.39K0.00%−84−75.0%Reduced
McGuire Capital Advisors Inc28$4.39K0.00%00.0%Unchanged
Olistico Wealth, LLC27$4.23K0.00%−59−68.6%Reduced
Kerr Financial Planning Corp27$4.23K0.00%00.0%Unchanged
Golden State Equity Partners27$4.23K0.01%−19,491−99.9%Reduced
S&T Bank26$4.07K0.00%−49−65.3%Reduced
Monetary Solutions, Ltd26$4.07K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.25$3.94K0.00%+15+150.0%Added
Davis Capital Management25$3.92K0.00%+13+108.3%Added
Bard Associates Inc25$3.92K0.00%+25New
Darwin Advisors, LLC22$3.52K0.00%+1+4.8%Added
Creative Capital Management Investments LLC22$3.45K0.00%+22New
United Financial Planning Group LLC20$3.13K0.00%−74−78.7%Reduced
Merrithew & Thorsten Inc21$3.00K0.00%00.0%Unchanged
Evolution Wealth Management Inc.19$2.98K0.00%+12+171.4%Added
Torren Management, LLC18$2.86K0.00%−6−25.0%Reduced
Sunrise Financial Services, LLC18$2.82K0.00%+18New
HHM Wealth Advisors, LLC17$2.66K0.00%00.0%Unchanged
Markowski Investments16$2.56K0.00%+16New
Lummis Asset Management, LP16$2.51K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.15$2.35K0.00%−60−80.0%Reduced
Morse Asset Management, Inc15$2.35K0.00%00.0%Unchanged
William B. Walkup & Associates, Inc.15$2.35K0.00%+15New
PayPay Securities Corp14$2.19K0.08%−3−17.6%Reduced
Granite FO LLC14$2.19K0.00%00.0%Unchanged
Napier Financial, LLC13$2.04K0.00%−6−31.6%Reduced
Hager Investment Management Services, LLC13$2.04K0.00%00.0%Unchanged
Rachor Investment Advisory Services, LLC12$1.91K0.00%−6−33.3%Reduced
New England Capital Financial Advisors LLC12$1.91K0.00%00.0%Unchanged
Whipplewood Advisors, LLC12$1.88K0.00%−96−88.9%Reduced
Barnes Dennig Private Wealth Management LLC12$1.88K0.00%+9+300.0%Added
Lloyd Advisory Services, LLC.11$1.73K0.00%−129−92.1%Reduced
HFM Investment Advisors, LLC11$1.72K0.00%−41−78.8%Reduced
Highland Investment Advisors LLC11$1.72K0.00%+11New
1 North Wealth Services LLC10$1.57K0.00%00.0%Unchanged
Fiduciary Advisors, Inc.10$1.57K0.00%+10New
Community Financial Services Group, LLC9$1.47K0.00%−6−40.0%Reduced
Twin Lakes Capital Management, LLC8$1.27K0.00%00.0%Unchanged
Harborfront Financial Group LLC8$1.27K0.00%+8New
Beacon Financial Strategies CORP8$1.25K0.00%00.0%Unchanged
CKW Financial Group4$1.00K0.00%+4New
Investment Counsel Co of Nevada6$9400.00%00.0%Unchanged
Advocate Investing Services LLC6$9400.00%00.0%Unchanged
DecisionPoint Financial, LLC5$8170.00%−2−28.6%Reduced
Breakwater Investment Management5$7840.00%−31−86.1%Reduced
Seneschal Advisors, LLC5$7840.00%00.0%Unchanged
Morton Brown Family Wealth, LLC5$7830.00%−39−88.6%Reduced
Vanguard Advisers Inc5$7830.00%+5New
Central Pacific Bank - Trust Division5$7830.00%+5New
NorthAvenue LLC4$6360.00%−2−33.3%Reduced
3 Factor Indexing, LLC4$6270.00%+1+33.3%Added
Insight Financial Services4$6260.00%00.0%Unchanged
Clark Wealth Partners3$5740.00%−51−94.4%Reduced
Meramec Financial Planners, LLC3$5210.00%00.0%Unchanged
Provenance Wealth Advisors, LLC3$4700.00%−103−97.2%Reduced
Cherry Tree Wealth Management, LLC3$4700.00%00.0%Unchanged
Duncker Streett & Co Inc3$4700.00%00.0%Unchanged
Networth Advisors, LLC3$4700.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC3$4700.01%+1+50.0%Added
Chelsea Counsel Co2$3150.00%00.0%Unchanged
1015 Capital Partners, LLC2$3130.00%−300−99.3%Reduced
IMG Wealth Management, Inc.2$3130.00%−6−75.0%Reduced
Hurley Capital, LLC1$1570.00%−39−97.5%Reduced
Maryland Capital Advisors Inc.1$1570.00%+1New
Freestone Grove Partners LP1$1570.00%+1New
TOP Private Wealth LLC.1$1570.00%+1New
Turim 21 Investimentos Ltda.2,420$10.00%00.0%Unchanged
Evolution Advisers, Inc.3$00.00%−47−94.0%Reduced
Navigoe, LLC2$00.00%+2New
ABS Investment Management LLC157––+157New
Parnassus Investments0$00.00%−1,949,698−100.0%Sold out
Carmignac Gestion0$00.00%−974,129−100.0%Sold out
Temasek Holdings (Private) Ltd0$00.00%−809,900−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−705,173−100.0%Sold out
Menora Mivtachim Holdings Ltd.0$00.00%−417,050−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−361,291−100.0%Sold out
Ako Capital LLP0$00.00%−354,805−100.0%Sold out