Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

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, Q1 2025

Institutional positions in Salesforce, Inc. as of Mar 31, 2025. 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: 2,956; −96 vs. Q4 2024
Shares held: 780.5M; +18.2M (+2.4%) vs. Q4 2024
Total value: $209.1B; −$45.3B (−17.8%) vs. Q4 2024
New holders: 199; 1,487 more added
Sold out: 295; 993 more reduced

58 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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 holdersQ1 2025: 2,956 institutions

Value heldQ1 2025: $209.1B

Institutions holding CRM and their total value by quarter
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, Q1 2025

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q4 2024.

Institutions holding CRM in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Koesten, Hirschmann & Crabtree, INC.	1	$270	0.00%	−40−97.6%	Reduced
IMG Wealth Management, Inc.	2	$537	0.00%	00.0%	Unchanged
ROSS\JOHNSON & Associates LLC	2	$537	0.01%	+2	New
HFM Investment Advisors, LLC	2	$537	0.00%	+2	New
PFG Private Wealth Management, LLC	3	$675	0.00%	+3	New
Inlight Wealth Management, LLC	3	$805	0.00%	+3	New
Barnes Dennig Private Wealth Management LLC	3	$805	0.00%	+3	New
Insight Financial Services	4	$1.07K	0.00%	+1+33.3%	Added
Spectrum Wealth Counsel, LLC	4	$1.07K	0.00%	00.0%	Unchanged
Bear Mountain Capital, Inc.	5	$1.34K	0.00%	+4+400.0%	Added
Pension & Wealth Management Advisors, Inc.	5	$1.54K	0.00%	−86−94.5%	Reduced
Investment Counsel Co of Nevada	6	$1.61K	0.00%	−2−25.0%	Reduced
DecisionPoint Financial, LLC	6	$1.61K	0.00%	00.0%	Unchanged
Curio Wealth, LLC	1	$1.68K	0.00%	+1	New
Parkworth Wealth Management, Inc.	7	$1.88K	0.00%	−1−12.5%	Reduced
Demars Financial Group, LLC	575,270	$2.14K	0.06%	−80,568−12.3%	Reduced
Duncker Streett & Co Inc	8	$2.15K	0.00%	00.0%	Unchanged
Bare Financial Services, Inc	8	$2.15K	0.00%	+8	New
Accordant Advisory Group Inc	8	$2.15K	0.00%	+8	New
Twin Lakes Capital Management, LLC	8	$2.16K	0.00%	00.0%	Unchanged
JDM Financial Group LLC	9	$2.42K	0.00%	00.0%	Unchanged
Stephens Consulting, LLC	10	$2.68K	0.00%	−105−91.3%	Reduced
1 North Wealth Services LLC	10	$2.68K	0.00%	+10	New
Old Second National Bank of Aurora	12	$3.22K	0.00%	00.0%	Unchanged
Anfield Capital Management, LLC	12	$3.22K	0.00%	00.0%	Unchanged
Hager Investment Management Services, LLC	13	$3.49K	0.00%	−38−74.5%	Reduced
Atticus Wealth Management, LLC	13	$3.49K	0.00%	00.0%	Unchanged
Westend Capital Management, LLC	14	$3.76K	0.00%	00.0%	Unchanged
Perritt Capital Management Inc	14	$3.77K	0.00%	+9+180.0%	Added
Altshuler Shaham Ltd	15	$4.03K	0.00%	+15	New
Principia Wealth Advisory, LLC	16	$4.24K	0.00%	−9−36.0%	Reduced
Lummis Asset Management, LP	16	$4.29K	0.00%	+2+14.3%	Added
Country Trust Bank	17	$4.56K	0.00%	00.0%	Unchanged
Copia Wealth Management	17	$4.56K	0.00%	+17	New
Roble, Belko & Company, Inc	18	$5.00K	0.00%	+18	New
Vermillion & White Wealth Management Group, LLC	19	$5.10K	0.00%	−32−62.7%	Reduced
HighMark Wealth Management LLC	19	$5.10K	0.00%	00.0%	Unchanged
PayPay Securities Corp	19	$5.20K	0.30%	−1−5.0%	Reduced
Riggs Asset Managment Co. Inc.	21	$5.64K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	22	$5.90K	0.00%	00.0%	Unchanged
MorganRosel Wealth Management, LLC	24	$6.44K	0.00%	+24	New
Christopher J. Hasenberg, Inc	24	$6.49K	0.00%	00.0%	Unchanged
Painted Porch Advisors LLC	25	$6.71K	0.00%	+10+66.7%	Added
Bollard Group LLC	25	$7.00K	0.00%	00.0%	Unchanged
TD Capital Management LLC	26	$7.00K	0.00%	00.0%	Unchanged
Darwin Advisors, LLC	21	$7.02K	0.00%	00.0%	Unchanged
a16z Perennial Management, L.P.	28	$7.51K	0.00%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	29	$7.78K	0.00%	00.0%	Unchanged
Winnow Wealth LLC	30	$7.88K	0.01%	+10+50.0%	Added
Graybill Bartz & Assoc Ltd	30	$8.05K	0.00%	+30	New
Tortoise Investment Management, LLC	31	$8.32K	0.00%	−162−83.9%	Reduced
S&T Bank	31	$8.32K	0.00%	−5−13.9%	Reduced
Gold Investment Management Ltd.	31	$8.32K	0.00%	00.0%	Unchanged
North Capital, Inc.	32	$8.59K	0.01%	+32	New
Godsey & Gibb Associates	34	$9.13K	0.00%	00.0%	Unchanged
Atlantic Edge Private Wealth Management, LLC	34	$9.13K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	35	$9.39K	0.00%	00.0%	Unchanged
New Millennium Group LLC	36	$9.66K	0.01%	−3,368−98.9%	Reduced
WealthTrak Capital Management LLC	36	$9.66K	0.01%	−5−12.2%	Reduced
Hurley Capital, LLC	39	$10.5K	0.01%	00.0%	Unchanged
Decker Retirement Planning Inc.	39	$10.5K	0.01%	−2−4.9%	Reduced
Mizuho Securities Co. Ltd.	40	$10.7K	0.13%	−150−78.9%	Reduced
Centennial Bank	40	$10.7K	0.01%	00.0%	Unchanged
Flaharty Asset Management, LLC	40	$10.7K	0.00%	+40	New
LSV Asset Management	40	$11.0K	0.00%	+20+100.0%	Added
Parvin Asset Management, LLC	44	$11.8K	0.01%	+44	New
Costello Asset Management, INC	44	$11.8K	0.00%	−25−36.2%	Reduced
Coston, McIsaac & Partners	47	$12.0K	0.00%	−3−6.0%	Reduced
Moisand Fitzgerald Tamayo, LLC	45	$12.1K	0.00%	+32+246.2%	Added
New England Capital Financial Advisors LLC	45	$12.1K	0.01%	00.0%	Unchanged
MJT & Associates Financial Advisory Group, Inc.	46	$12.3K	0.01%	+46	New
PrairieView Partners, LLC	50	$13.0K	0.00%	00.0%	Unchanged
Evolution Advisers, Inc.	50	$13.0K	0.01%	00.0%	Unchanged
SJS Investment Consulting Inc.	49	$13.2K	0.00%	00.0%	Unchanged
Legacy Bridge, LLC	50	$13.4K	0.01%	00.0%	Unchanged
Mechanics Financial Corp	50	$13.4K	0.01%	00.0%	Unchanged
Midwest Capital Advisors, LLC	53	$14.2K	0.01%	00.0%	Unchanged
Centricity Wealth Management, LLC	53	$14.2K	0.01%	00.0%	Unchanged
Park Circle Co	54	$14.5K	0.01%	00.0%	Unchanged
Pineridge Advisors LLC	54	$14.5K	0.01%	−83−60.6%	Reduced
True Wealth Design, LLC	56	$14.9K	0.01%	+29+107.4%	Added
MPWM Advisory Solutions, LLC	57	$15.3K	0.01%	00.0%	Unchanged
PFS Partners, LLC	58	$15.7K	0.01%	00.0%	Unchanged
Cloud Capital Management, LLC	60	$16.0K	0.01%	+60	New
Morton Brown Family Wealth, LLC	60	$16.1K	0.01%	+18+42.9%	Added
Tower View Investment Management & Research LLC	60	$16.2K	0.01%	−201−77.0%	Reduced
Bellwether Advisors, LLC	61	$16.4K	0.00%	00.0%	Unchanged
DAGCO, Inc.	68	$18.2K	0.01%	+68	New
Bellevue Asset Management, LLC	70	$18.8K	0.01%	00.0%	Unchanged
Synergy Investment Management, LLC	70	$18.8K	0.01%	+50+250.0%	Added
Quest 10 Wealth Builders, Inc.	71	$18.9K	0.02%	−23−24.5%	Reduced
Valued Wealth Advisors LLC	73	$19.6K	0.01%	+2+2.8%	Added
Clal Insurance Enterprises Holdings Ltd	73	$20.0K	0.00%	+47+180.8%	Added
Knott David M Jr	77	$20.7K	0.01%	00.0%	Unchanged
Wiser Advisor Group LLC	77	$20.8K	0.03%	00.0%	Unchanged
Accredited Wealth Management, LLC	80	$21.5K	0.02%	00.0%	Unchanged
Legacy Wealth Managment, LLC	82	$22.0K	0.02%	00.0%	Unchanged
Stephenson National Bank & Trust	84	$22.5K	0.01%	+21+33.3%	Added
Islay Capital Management, LLC	85	$22.8K	0.02%	00.0%	Unchanged
Promus Capital, LLC	86	$23.1K	0.02%	00.0%	Unchanged