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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.

Q1 2025 vs. Q4 2024

How the institutions holding Salesforce, Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of CRM: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders3,109582,955−96
Shares775.1M12.8M780.5M+18.2M (+2.4%)
Value$258.7B$4.29B$209.1B−$45.3B (−17.8%)

58 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (199)

Institutions that held Salesforce, Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Showing the largest 100 of 199 by value.

Institutions new to CRM in Q1 2025
InstitutionSharesValue% of portfolio
Nuveen, LLC7,598,732$2.04B0.64%
Longview Partners (Guernsey) LTD1,743,717$467.9M3.77%
Capital Wealth Planning, LLC1,289,005$345.9M3.00%
Diamond Hill Capital Management Inc1,285,958$345.1M1.58%
Baillie Gifford & Co1,197,896$321.5M0.28%
Alyeska Investment Group, L.P.988,971$265.4M1.06%
Artisan Partners Limited Partnership597,877$160.4M0.26%
Susquehanna Advisors Group, Inc.470,000$126.1M8.04%
Ako Capital LLP359,908$96.6M1.25%
Samlyn Capital, LLC188,397$50.6M0.83%
Virginia Retirement Systems Et Al173,401$46.5M0.35%
OP Asset Management Ltd133,131$35.7M0.60%
Rit Capital Partners PLC133,000$35.7M6.91%
ASR Vermogensbeheer N.V.124,364$33.4M0.49%
Nikko Asset Management Americas, Inc.103,907$27.9M0.36%
Rakuten Investment Management, Inc.87,556$23.6M0.11%
Waycross Partners, LLC85,506$22.9M2.57%
Trexquant Investment LP75,231$20.2M0.23%
ARK Investment Management LLCSuperinvestorARK Invest75,193$20.2M0.20%
Delta Global Management LP63,672$17.1M1.23%
Banque Cantonale Vaudoise45,013$12.1M0.53%
Connors Investor Services Inc44,434$11.9M1.18%
Qsemble Capital Management, LP40,568$10.9M1.16%
Capital Impact Advisors, LLC39,924$10.7M4.11%
AG2R la Mondiale Gestion D'Actifs35,297$9.37M0.51%
Occudo Quantitative Strategies LP28,797$7.77M1.03%
Zions Bancorporation, National Association26,739$7.18M0.45%
Quantbot Technologies LP25,765$6.91M0.22%
Revisor Wealth Management LLC24,898$6.68M2.97%
First Financial Bank - Trust Division23,608$6.34M0.61%
Siemens Fonds Invest GmbH23,274$6.25M0.43%
FORA Capital, LLC22,291$5.98M0.61%
S-Bank Fund Management Ltd21,965$5.89M1.11%
Wells Trecaso Financial Group, LLC21,645$5.81M1.94%
VestGen Advisors, LLC21,299$5.72M0.26%
Dynamic Advisor Solutions LLC20,270$5.44M0.18%
Smithbridge Asset Management Inc20,148$5.41M1.00%
Genus Capital Management Inc.19,872$5.33M0.77%
Heron Bay Capital Management17,947$4.82M1.01%
Sandhill Capital Partners LLC16,731$4.49M0.37%
PKO Investment Management Joint-Stock Co15,000$4.03M0.46%
Siren, L.L.C.14,600$3.92M0.22%
Munro Partners13,040$3.50M0.17%
Ally Financial Inc.13,000$3.49M0.39%
RD Finance Ltd12,645$3.39M2.72%
Evolution Wealth Advisors, LLC12,410$3.33M0.56%
Advisor Resource Council14,343$3.31M0.27%
Tounjian Advisory Partners, LLC12,100$3.25M0.61%
Bensler, LLC11,807$3.17M0.40%
West Coast Financial LLC11,719$3.14M0.36%
Railway Pension Investments Ltd11,700$3.14M0.04%
IronBridge Private Wealth, LLC11,386$3.06M1.20%
SCS Capital Management LLC11,228$3.01M0.04%
Strategic Global Advisors, LLC11,074$2.97M0.59%
Freemont Management S.A.11,000$2.95M1.16%
Dymon Asia Capital (Singapore) Pte. Ltd.10,454$2.81M2.23%
Advisors Preferred, LLC9,900$2.67M0.36%
Element Capital Management LLC9,712$2.61M0.65%
Sowell Financial Services LLC9,345$2.51M0.11%
Sphera Funds Management Ltd.9,100$2.44M0.60%
Sender Co & Partners, Inc.8,688$2.33M1.73%
Sofos Investments, Inc.8,310$2.23M0.49%
Connective Capital Management, LLC7,989$2.14M1.97%
CMT Capital Markets Trading GmbH7,975$2.14M0.88%
Rice Partnership, LLC7,942$2.13M0.44%
SWP Investment Management LLC7,756$2.08M2.60%
FCG Investment Co7,654$2.05M1.29%
Goelzer Investment Management, Inc.7,562$2.03M0.12%
Caliber Wealth Management, LLC7,011$1.88M0.26%
Oak Thistle LLC6,629$1.78M0.36%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.6,545$1.76M0.82%
Wealth Preservation Advisors, LLC6,345$1.70M1.22%
Royal Fund Management, LLC5,729$1.54M0.18%
Tower Trust & Investment Co5,719$1.54M1.24%
Next Century Growth Investors LLC5,690$1.53M0.14%
Bridgefront Capital, LLC5,508$1.48M0.43%
Princeton Capital Management LLC5,419$1.45M0.51%
Fiduciary Family Office, LLC5,290$1.42M0.47%
Redwood Investment Management, LLC5,256$1.41M0.15%
Elyxium Wealth, LLC5,136$1.38M0.61%
Amitell Capital Pte Ltd5,118$1.37M1.06%
Union Square Park Capital Management, LLC5,000$1.34M1.48%
One Madison Group LLC5,000$1.34M0.18%
Secured Retirement Advisors, LLC4,466$1.20M0.77%
VCI Wealth Management LLC4,461$1.20M0.50%
BancorpSouth Bank4,372$1.17M0.08%
Bridgewater Advisors Inc.4,223$1.13M0.10%
Capital Markets Trading UK LLP3,867$1.04M1.18%
Unigestion Holding SA3,633$975.0K0.06%
Caxton Associates LLP3,479$933.6K0.03%
Goodman Advisory Group, LLC3,301$885.9K0.27%
Westwood Wealth Management3,152$845.9K0.36%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.2,907$779.7K3.17%
Inscription Capital, LLC2,553$768.9K0.13%
Pier 88 Investment Partners LLC2,830$759.5K0.15%
Bosman Wealth Management, LLC2,478$665.0K0.68%
Garda Capital Partners LP2,387$640.6K0.36%
Koss-Olinger Consulting, LLC2,343$629.0K0.05%
Richard P Slaughter Associates Inc2,302$617.8K0.14%
3Chopt Investment Partners, LLC2,270$609.2K0.16%

Sold out (295)

Institutions that held Salesforce, Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Showing the largest 100 of 295 by value.

Institutions that sold out of CRM in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Viking Global Investors LPSuperinvestorViking Global Investors1,211,482$405.0M
Whale Rock Capital Management LLC826,614$276.4M
Contour Asset Management LLC647,386$216.4M
Rokos Capital Management LLP467,429$156.3M
Oribel Capital Management, LP351,200$117.4M
Employees Retirement System of Texas322,000$107.7M
Southpoint Capital Advisors LP300,000$100.3M
Altimeter Capital Management, LPSuperinvestorAltimeter Capital271,725$90.8M
Foxhaven Asset Management, LP241,450$80.7M
Berkley W R Corp223,800$74.8M
HRT Financial LP203,628$68.1M
Maverick Capital LtdSuperinvestorMaverick Capital193,289$64.6M
WT Asset Management Ltd152,451$51.0M
Kinetic Partners Management, LP141,260$47.2M
Candlestick Capital Management LP97,833$32.7M
Long Path Partners LP90,119$30.1M
CenterBook Partners LP62,890$21.0M
Mirae Asset Securities (USA) Inc.62,762$21.0M
Lighthouse Investment Partners, LLC61,722$20.6M
Coronation Fund Managers Ltd.57,543$19.2M
Crestline Management, LP56,389$18.9M
RDST Capital LLC54,810$18.3M
Quadrature Capital Ltd53,455$17.9M
Light Street Capital Management, LLC50,255$16.8M
Bornite Capital Management LP50,000$16.7M
Insight Holdings Group, LLC49,500$16.5M
Canada Post Corp Registered Pension Plan47,186$15.8M
Edge Wealth Management LLC46,121$15.4M
ExodusPoint Capital Management, LP45,957$15.4M
Soros Capital Management LLC44,000$14.7M
Monolith Management Ltd42,000$14.0M
Point72 Asia (Singapore) Pte. Ltd.41,861$14.0M
Kemnay Advisory Services Inc.34,498$11.5M
Churchill Management Corp32,696$10.9M
Premier Fund Managers Ltd29,120$9.78M
Rheos Capital Works Inc.29,000$9.70M
Bayesian Capital Management, LP28,768$9.62M
Marsico Capital Management LLC28,653$9.58M
Hidden Lake Asset Management LP27,450$9.18M
Q Fund Management (Hong Kong) Ltd26,100$8.73M
Lombard Odier Asset Management (Europe) Ltd23,029$7.70M
Longbow Finance SA22,986$7.68M
DRW Securities, LLC22,758$7.61M
CTC LLC20,903$6.99M
Sandler Capital Management20,798$6.95M
Citizens Business Bank16,880$6.92M
Telemark Asset Management, LLC20,000$6.69M
Cinctive Capital Management LP19,421$6.49M
Atika Capital Management LLC19,400$6.49M
TFJ Management, LLC17,561$5.87M
Pinnbrook Capital Management LP16,628$5.56M
Catalyst Funds Management Pty Ltd15,700$5.25M
Sendero Wealth Management, LLC13,899$4.65M
First Hawaiian Bank13,326$4.46M
Ellsworth Advisors, LLC13,233$4.42M
Gunderson Capital Management Inc.11,992$4.01M
Central Asset Investments & Management Holdings (HK) Ltd11,750$3.93M
Accuvest Global Advisors11,071$3.73M
Rational Advisors LLC11,000$3.68M
Symmetry Investments LP10,923$3.65M
Weiss Asset Management LP10,457$3.50M
ADAPT Investment Managers SA9,656$3.27M
Parametrica Management Ltd9,172$3.07M
Connor, Clark & Lunn Investment Management Ltd.8,779$2.94M
Applied Finance Capital Management, LLC8,508$2.84M
Worth Asset Management, LLC8,410$2.81M
K.J. Harrison & Partners Inc8,000$2.65M
Winton Group Ltd7,040$2.35M
Nicholas Investment Partners, LP7,031$2.35M
Quantessence Capital LLC7,024$2.35M
Proequities, Inc.6,933$2.31M
Udine Wealth Management, Inc.6,838$2.29M
Brendel Financial Advisors LLC6,234$2.08M
Donoghue Forlines LLC6,021$2.01M
Valliance Asset Management Ltd6,000$2.01M
Teza Capital Management LLC5,997$2.00M
Myriad Asset Management US LP5,483$1.83M
Fred Alger Management, LLC5,270$1.76M
Connective Portfolio Management, LLC5,170$1.73M
Polymer Capital Management (HK) LTD5,050$1.69M
Prelude Capital Management, LLC4,606$1.54M
Sig Brokerage, LP4,508$1.51M
Marietta Investment Partners LLC4,355$1.46M
Jmac Enterprises LLC4,322$1.45M
Barlow Wealth Partners, Inc.4,458$1.43M
Elwood Capital Partners LP4,000$1.34M
Blueprint Investment Partners LLC3,926$1.31M
Essential Planning, LLC.4,106$1.31M
Monetta Financial Services Inc3,900$1.30M
Nwam LLC3,777$1.26M
Flow Traders U.S. LLC3,701$1.24M
Himension Fund3,111$1.04M
Corvex Management LP3,032$1.01M
Absoluto Partners Gestao de Recursos Ltda2,886$964.9K
Retireful, LLC2,829$945.8K
Angeles Investment Advisors, LLC2,790$933.3K
Scientech Research LLC2,748$918.7K
Voloridge Investment Management, LLC2,608$871.9K
Alpha Wealth Funds, LLC2,600$869.3K
One River Asset Management, LLC2,319$778.6K

Not filed for Q1 2025 yet (58)

Institutions that held Salesforce, Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CRM in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Nuveen Asset Management, LLC8,598,989$2.87B
Swedbank AB3,829,773$1.28B
Buckingham Capital Management, Inc.45,968$15.4M
Strategic Wealth Partners, Ltd.44,198$14.6M
Wetherby Asset Management Inc27,715$9.27M
Zions Bancorporation, N.A.24,136$8.07M
Boston Financial Mangement LLC23,821$7.96M
Vise Technologies, Inc.19,974$6.68M
Chiron Investment Management, LLC16,104$5.38M
Bray Capital Advisors15,596$5.21M
Global Retirement Partners, LLC15,366$5.14M
Ashburton (Jersey) Ltd12,214$4.08M
Lake Street Advisors Group, LLC10,690$3.58M
Northcape Capital Pty Ltd10,491$3.51M
Executive Wealth Management, LLC10,192$3.41M
Maxwell Wealth Strategies Inc.8,590$2.87M
TrinityPoint Wealth, LLC8,092$2.71M
Edge Capital Group, LLC8,000$2.67M
Financial Gravity Companies, Inc.7,668$2.56M
Cornerstone Planning, LLC7,367$2.46M
Natixis Investment Managers International7,299$2.44M
Passumpsic Savings Bank7,163$2.39M
Capstone Triton Financial Group, LLC5,736$1.92M
Arrowroot Family Office, LLC5,582$1.87M
Northwest Bank & Trust Co5,597$1.85M
Legacy Capital Wealth Management, LLC5,178$1.73M
Chapman Financial Group, LLC4,794$1.60M
IronOak Wealth LLC.3,797$1.27M
EPIQ Capital Group, LLC3,214$1.08M
Oxford Wealth Group, LLC3,149$1.05M
Avitas Wealth Management LLC2,572$859.9K
Lakeview Capital Partners, LLC2,234$746.9K
Geller Advisors LLC1,947$651.7K
Hilltop National Bank1,908$637.9K
Peninsula Wealth, LLC1,886$630.6K
Private Portfolio Partners LLC1,688$564.5K
Thompson David Blair1,613$539.3K
Kolinsky Wealth Management, LLC1,546$516.9K
Dorchester Wealth Management Co1,400$468.1K
Wintrust Investments LLC1,018$340.0K
Mosley Wealth Management944$334.2K
Stenger Family Office, LLC962$321.6K
Wellington Wealth Strategies, LLC.915$301.9K
Coordinated Financial Services, Inc.900$301.0K
River & Mercantile Asset Management LLP867$290.0K
Gray Wealth Management Inc.847$283.2K
Campbell Wealth Management771$258.0K
Private Capital Management LLC733$245.1K
Cassady Schiller Wealth Management, LLC453$151.5K
WR Wealth Planners, LLC449$150.1K
AlphaMark Advisors, LLC238$80.0K
Householder Group Estate & Retirement Specialist, LLC118$39.0K
Sugarloaf Wealth Management, LLC100$33.4K
Legacy Investment Solutions, LLC82$26.7K
Oliver Lagore Vanvalin Investment Group67$22.4K
HBC Financial Services, PLLC43$14.0K
Criterion Capital Advisors, LLC42$10.8K
Sanctuary Wealth Management, L.L.C.13$4.35K