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; 2,492 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
- Institutional holders
- 2,492
- −164 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
- 181
- 826 more added
- Sold out
- 345
- 1,297 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| WP Advisors, LLC | 19,650 | $3.08M | 0.74% | +10,675+118.9% | Added |
| Tema ETFs LLC | 19,635 | $3.08M | 0.10% | +1,885+10.6% | Added |
| Petredis Investment Advisors LLC | 19,621 | $3.07M | 0.21% | −47−0.2% | Reduced |
| Portside Wealth Group, LLC | 19,588 | $3.07M | 0.36% | +2,289+13.2% | Added |
| Huntleigh Advisors, Inc. | 19,551 | $3.06M | 0.43% | +1,198+6.5% | Added |
| Valeo Financial Advisors, LLC | 19,443 | $3.05M | 0.06% | −1,018−5.0% | Reduced |
| Arlington Financial Advisors, LLC | 19,326 | $3.03M | 0.38% | +1,726+9.8% | Added |
| Central Trust Co | 19,269 | $3.02M | 0.05% | −2,052−9.6% | Reduced |
| Correct Capital Wealth Management | 19,236 | $3.01M | 0.52% | −122−0.6% | Reduced |
| Sawyer & Company, Inc | 19,189 | $3.01M | 1.01% | +12+0.1% | Added |
| Iowa State Bank | 19,085 | $2.99M | 0.50% | −247−1.3% | Reduced |
| Whalerock Point Partners, LLC | 19,078 | $2.99M | 0.51% | +203+1.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 19,029 | $2.98M | 0.35% | +8,222+76.1% | Added |
| Johnson Investment Counsel Inc | 19,001 | $2.98M | 0.02% | −3,178−14.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 18,993 | $2.98M | 0.06% | −4,338−18.6% | Reduced |
| Hohimer Wealth Management, LLC | 18,954 | $2.97M | 0.31% | +818+4.5% | Added |
| Wahed Invest LLC | 18,916 | $2.96M | 0.31% | −3,979−17.4% | Reduced |
| Sigma Planning Corp | 18,891 | $2.96M | 0.07% | +1,517+8.7% | Added |
| SBI Securities Co., Ltd. | 18,833 | $2.95M | 0.07% | +304+1.6% | Added |
| Colrain Capital LLC | 18,770 | $2.95M | 1.00% | +18,770 | New |
| Wedbush Securities Inc | 18,805 | $2.95M | 0.08% | −2,485−11.7% | Reduced |
| CAPROCK Group, Inc. | 18,706 | $2.95M | 0.06% | −9,962−34.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 18,778 | $2.94M | 0.13% | +2,318+14.1% | Added |
| Butensky & Cohen Financial Security, Inc | 18,776 | $2.94M | 0.73% | +18,776 | New |
| Webster Bank, N. A. | 18,672 | $2.93M | 0.25% | −4,213−18.4% | Reduced |
| Checchi Capital Advisers, LLC | 18,662 | $2.92M | 0.19% | −1,494−7.4% | Reduced |
| Cary Street Partners Financial LLC | 18,521 | $2.90M | 0.06% | −3,288−15.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,465 | $2.89M | 0.08% | +229+1.3% | Added |
| Roberts Wealth Advisors, LLC | 18,452 | $2.89M | 0.66% | +52+0.3% | Added |
| Evolve Private Wealth, LLC | 18,335 | $2.88M | 0.18% | +845+4.8% | Added |
| Courier Capital LLC | 18,373 | $2.88M | 0.14% | −144−0.8% | Reduced |
| KMG Fiduciary Partners, LLC | 18,239 | $2.86M | 0.27% | −12,231−40.1% | Reduced |
| NewEdge Wealth, LLC | 18,161 | $2.85M | 0.03% | −203,937−91.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 18,140 | $2.84M | 0.06% | −158,820−89.7% | Reduced |
| Arrow Financial Corp | 18,092 | $2.83M | 0.25% | +694+4.0% | Added |
| Vickerman Investment Advisors, Inc. | 18,088 | $2.83M | 0.55% | +56+0.3% | Added |
| Woodmont Investment Counsel LLC | 18,079 | $2.83M | 0.15% | +631+3.6% | Added |
| Ascent Group, LLC | 18,077 | $2.83M | 0.08% | −1,541−7.9% | Reduced |
| Anchor Investment Management, LLC | 17,983 | $2.82M | 0.21% | +11,663+184.5% | Added |
| Global Retirement Partners, LLC | 17,943 | $2.81M | 0.04% | +17,943 | New |
| Odyssean, LLC | 17,920 | $2.81M | 0.46% | +10,485+141.0% | Added |
| Callahan Advisors, LLC | 17,769 | $2.78M | 0.21% | −5,244−22.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 17,694 | $2.77M | 0.10% | −2,125−10.7% | Reduced |
| NorthRock Partners, LLC | 17,677 | $2.77M | 0.04% | +3,748+26.9% | Added |
| Fifth Third Wealth Advisors LLC | 17,597 | $2.76M | 0.08% | −1,279−6.8% | Reduced |
| Mission Wealth Management, LP | 17,471 | $2.74M | 0.03% | +3,913+28.9% | Added |
| Cove Private Wealth, LLC | 17,455 | $2.73M | 0.53% | +4,808+38.0% | Added |
| Adviser Investments LLC | 17,415 | $2.73M | 0.03% | −606−3.4% | Reduced |
| Advisors Capital Management, LLC | 17,375 | $2.72M | 0.03% | −87,169−83.4% | Reduced |
| Wealthcare Advisory Partners LLC | 17,364 | $2.72M | 0.05% | +4,664+36.7% | Added |
| First Financial Bank - Trust Division | 17,315 | $2.71M | 0.19% | −3,226−15.7% | Reduced |
| LM Advisors LLC | 17,101 | $2.69M | 0.31% | +13,735+408.1% | Added |
| South Dakota Investment Council | 17,053 | $2.67M | 0.05% | +2,284+15.5% | Added |
| Hixon Zuercher, LLC | 16,995 | $2.66M | 0.78% | −59−0.3% | Reduced |
| Advocate Group LLC | 16,933 | $2.65M | 0.40% | +2,842+20.2% | Added |
| Simmons Bank | 16,543 | $2.59M | 0.15% | −4,415−21.1% | Reduced |
| Community Bank, N.A. | 16,468 | $2.58M | 0.28% | +2,836+20.8% | Added |
| Smith, Salley & Associates | 16,453 | $2.58M | 0.11% | +452+2.8% | Added |
| AustralianSuper Pty Ltd | 16,400 | $2.57M | 0.01% | +836+5.4% | Added |
| West Michigan Advisors, LLC | 16,367 | $2.57M | 0.49% | −160−1.0% | Reduced |
| Smartleaf Asset Management LLC | 16,232 | $2.56M | 0.08% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 16,328 | $2.56M | 0.23% | −533−3.2% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 16,322 | $2.56M | 0.68% | +5,770+54.7% | Added |
| BFSG, LLC | 16,249 | $2.55M | 0.23% | +1,032+6.8% | Added |
| Investment Research & Advisory Group, Inc. | 16,192 | $2.54M | 0.79% | −16−0.1% | Reduced |
| Bailard, Inc. | 16,071 | $2.52M | 0.05% | +1,224+8.2% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $2.51M | 0.70% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 15,991 | $2.51M | 0.58% | +15,991 | New |
| Phoenix Holdings Ltd. | 15,969 | $2.50M | 0.02% | −974−5.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,983 | $2.50M | 0.02% | −34,445−68.3% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,937 | $2.50M | 0.12% | +482+3.1% | Added |
| Morton Community Bank | 15,917 | $2.49M | 0.51% | +635+4.2% | Added |
| Optas, LLC | 15,873 | $2.49M | 0.35% | −709−4.3% | Reduced |
| Ballentine Partners, LLC | 15,810 | $2.48M | 0.03% | −2,359−13.0% | Reduced |
| Naples Global Advisors, LLC | 15,684 | $2.46M | 0.15% | −3,731−19.2% | Reduced |
| Everence Capital Management Inc | 15,728 | $2.46M | 0.13% | −6,470−29.1% | Reduced |
| NBT Bank N A | 15,716 | $2.46M | 0.16% | −811−4.9% | Reduced |
| 180 Wealth Advisors, LLC | 15,692 | $2.46M | 0.25% | +1,854+13.4% | Added |
| Investment House LLC | 15,662 | $2.45M | 0.11% | +14,462+1,205.2% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $2.45M | 0.07% | 00.0% | Unchanged |
| RV Capital GmbH | 15,511 | $2.43M | 0.63% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 15,483 | $2.43M | 0.37% | −808−5.0% | Reduced |
| Sepio Capital, LP | 15,432 | $2.42M | 0.12% | −1,596−9.4% | Reduced |
| Beech Hill Advisors, Inc. | 15,366 | $2.41M | 1.06% | +1,701+12.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 15,315 | $2.40M | 0.73% | +59+0.4% | Added |
| Azzad Asset Management Inc | 15,269 | $2.39M | 0.21% | −1,124−6.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 15,260 | $2.39M | 0.63% | −678−4.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 15,250 | $2.39M | 0.96% | +10,600+228.0% | Added |
| Ritholtz Wealth Management | 15,182 | $2.38M | 0.04% | −1,112−6.8% | Reduced |
| Great Valley Advisor Group, Inc. | 15,150 | $2.37M | 0.04% | −330−2.1% | Reduced |
| Jefferies Financial Group Inc. | 15,143 | $2.37M | 0.02% | +2,625+21.0% | Added |
| Lafayette Investments, Inc. | 15,090 | $2.36M | 0.44% | +2,554+20.4% | Added |
| Truffle Hound Capital, LLC | 15,000 | $2.35M | 1.48% | +15,000 | New |
| Twin Capital Management Inc | 14,983 | $2.35M | 0.26% | +2,832+23.3% | Added |
| GAMMA Investing LLC | 14,953 | $2.34M | 0.09% | +57+0.4% | Added |
| Canandaigua National Bank & Trust Co | 14,900 | $2.33M | 0.20% | +14,900 | New |
| Gateway Investment Advisers LLC | 14,867 | $2.33M | 0.02% | −2,441−14.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 14,817 | $2.33M | 0.06% | +7,014+89.9% | Added |
| J.W. Cole Advisors, Inc. | 14,746 | $2.31M | 0.04% | −474−3.1% | Reduced |
| Bank Hapoalim BM | 14,741 | $2.31M | 0.16% | −1,018−6.5% | Reduced |