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, 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
- 2,955
- −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
- 1,486 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brookwood Investment Group LLC | 2,002 | $537.1K | 0.09% | +2,002 | New |
| Latko Wealth Management, Ltd. | 2,005 | $538.0K | 0.35% | +2+0.1% | Added |
| Trilogy Capital Inc. | 2,005 | $538.1K | 0.03% | +225+12.6% | Added |
| Accel Wealth Management | 2,013 | $540.2K | 0.20% | −110−5.2% | Reduced |
| Leuthold Group, LLC | 2,016 | $541.0K | 0.07% | −71−3.4% | Reduced |
| Brady Martz Wealth Solutions, LLC | 2,018 | $541.6K | 0.12% | −16−0.8% | Reduced |
| FF Advisors,LLC | 1,949 | $542.3K | 0.31% | +2+0.1% | Added |
| Perennial Advisors, LLC | 2,027 | $544.0K | 0.11% | +2,027 | New |
| Vista Cima Wealth Management LLC | 2,027 | $544.0K | 0.59% | 00.0% | Unchanged |
| Readystate Asset Management LP | 2,028 | $544.2K | 0.03% | +2,028 | New |
| Two Sigma Securities, LLC | 2,030 | $544.8K | 0.08% | −625−23.5% | Reduced |
| Financial Enhancement Group LLC | 2,254 | $548.6K | 0.09% | +2,254 | New |
| Roberts Glore & Co Inc | 2,052 | $550.7K | 0.17% | +58+2.9% | Added |
| Meeder Asset Management Inc | 2,054 | $551.2K | 0.04% | +103+5.3% | Added |
| Boston Trust Walden Corp | 2,056 | $551.7K | 0.00% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,057 | $552.0K | 0.30% | +324+18.7% | Added |
| NWF Advisory Services Inc. | 2,060 | $552.8K | 0.08% | −624−23.2% | Reduced |
| West Michigan Advisors, LLC | 2,061 | $553.1K | 0.18% | −11,491−84.8% | Reduced |
| Addison Advisors LLC | 2,066 | $554.4K | 0.15% | +8+0.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,070 | $555.6K | 0.09% | +650+45.8% | Added |
| Saiph Capital, LLC | 2,071 | $555.9K | 0.27% | +3+0.1% | Added |
| Magnus Financial Group LLC | 2,072 | $556.1K | 0.05% | −213−9.3% | Reduced |
| SevenBridge Financial Group, LLC | 1,927 | $556.5K | 0.11% | −381−16.5% | Reduced |
| Gabelli Funds LLC | 2,085 | $559.5K | 0.00% | +80+4.0% | Added |
| Seven Mile Advisory | 2,085 | $559.5K | 0.37% | +323+18.3% | Added |
| Redwood Financial Network Corp | 2,085 | $559.6K | 0.43% | +139+7.1% | Added |
| D'Orazio & Associates, Inc. | 2,088 | $560.3K | 0.09% | +75+3.7% | Added |
| Edgestream Partners, L.P. | 2,089 | $560.6K | 0.02% | −2,326−52.7% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 2,091 | $561.0K | 0.19% | −51−2.4% | Reduced |
| FineMark National Bank & Trust | 2,091 | $561.1K | 0.02% | +485+30.2% | Added |
| Western Pacific Wealth Management, LP | 2,096 | $562.5K | 0.51% | −32−1.5% | Reduced |
| Delta Investment Management, LLC | 2,101 | $563.8K | 0.11% | −162−7.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,100 | $564.0K | 0.31% | −4,500−68.2% | Reduced |
| Ewa, LLC | 2,104 | $564.6K | 0.21% | +106+5.3% | Added |
| Headinvest, LLC | 2,104 | $564.6K | 0.11% | +8+0.4% | Added |
| TFB Advisors LLC | 2,119 | $568.7K | 0.16% | +95+4.7% | Added |
| Dark Forest Capital Management LP | 2,120 | $568.9K | 0.03% | +2,120 | New |
| Synergy Financial Group, LTD | 2,125 | $570.1K | 0.51% | +57+2.8% | Added |
| Gibbs Wealth Management | 2,127 | $570.8K | 0.14% | +645+43.5% | Added |
| R Squared Ltd | 2,130 | $571.6K | 0.61% | +2,130 | New |
| Peterson Wealth Services | 2,131 | $571.8K | 0.18% | −74−3.4% | Reduced |
| Carson Advisory Inc. | 2,147 | $576.1K | 0.39% | +121+6.0% | Added |
| BIP Wealth, LLC | 2,152 | $577.4K | 0.04% | −459−17.6% | Reduced |
| Sierra Summit Advisors LLC | 2,158 | $579.1K | 0.13% | +768+55.3% | Added |
| Harmony Asset Management LLC | 2,163 | $580.5K | 0.24% | +628+40.9% | Added |
| Hengehold Capital Management LLC | 2,167 | $581.5K | 0.06% | −25−1.1% | Reduced |
| Berbice Capital Management LLC | 2,170 | $582.3K | 0.50% | −10−0.5% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,175 | $583.7K | 0.43% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 2,176 | $584.0K | 0.27% | +2,176 | New |
| Beacon Financial Advisory LLC | 2,182 | $585.5K | 0.18% | +81+3.9% | Added |
| WBH Advisory Inc | 2,182 | $585.6K | 0.05% | −2−0.1% | Reduced |
| Coign Capital Advisors LLC | 2,183 | $585.8K | 0.45% | +37+1.7% | Added |
| Portfolio Design Labs, LLC | 2,187 | $586.9K | 0.12% | −5,200−70.4% | Reduced |
| Patron Partners Advisors, LLC | 2,195 | $589.0K | 0.32% | +256+13.2% | Added |
| SFM, LLC | 2,199 | $590.2K | 0.43% | +129+6.2% | Added |
| Fermata Advisors, LLC | 2,199 | $590.3K | 0.11% | +1,025+87.3% | Added |
| Walkner Condon Financial Advisors LLC | 2,200 | $590.3K | 0.12% | +67+3.1% | Added |
| Fedenia Advisers LLC | 2,207 | $592.3K | 0.38% | +885+66.9% | Added |
| JT Stratford LLC | 2,215 | $594.4K | 0.11% | −300−11.9% | Reduced |
| Verdence Capital Advisors LLC | 2,218 | $595.3K | 0.05% | +83+3.9% | Added |
| RAM Investment Partners, LLC | 2,219 | $595.4K | 0.15% | −83−3.6% | Reduced |
| BankPlus Wealth Management LLC | 2,222 | $596.5K | 0.44% | +28+1.3% | Added |
| Crumly & Associates Inc. | 2,228 | $597.9K | 0.17% | +51+2.3% | Added |
| Fort Sheridan Advisors LLC | 2,230 | $598.4K | 0.09% | +601+36.9% | Added |
| Centurion Wealth Management LLC | 1,793 | $599.3K | 0.19% | 00.0% | Unchanged |
| McHugh Group, LLC | 2,250 | $603.8K | 0.46% | +200+9.8% | Added |
| Vista Investment Management | 2,250 | $603.8K | 0.24% | −299−11.7% | Reduced |
| Napatree Capital LLC | 2,255 | $605.2K | 0.34% | +735+48.4% | Added |
| BXM Wealth LLC | 2,262 | $606.4K | 0.73% | +1,143+102.1% | Added |
| Cornerstone Select Advisors, LLC | 2,262 | $607.0K | 0.57% | +541+31.4% | Added |
| IFG Advisory, LLC | 2,265 | $607.9K | 0.03% | −4−0.2% | Reduced |
| 3Chopt Investment Partners, LLC | 2,270 | $609.2K | 0.16% | +2,270 | New |
| Northwest Financial Advisors | 2,270 | $609.2K | 0.51% | +282+14.2% | Added |
| Berger Financial Group, Inc | 2,273 | $610.1K | 0.04% | +28+1.2% | Added |
| 17 Capital Partners, LLC | 2,277 | $611.1K | 0.39% | +25+1.1% | Added |
| Prosperity Wealth Management, Inc. | 2,278 | $611.3K | 0.29% | +290+14.6% | Added |
| Apollon Financial, LLC | 2,280 | $612.0K | 0.14% | +60+2.7% | Added |
| Bingham Private Wealth, LLC | 2,284 | $612.9K | 0.63% | +69+3.1% | Added |
| Avidian Wealth Solutions, LLC | 2,288 | $614.1K | 0.03% | −244−9.6% | Reduced |
| Cim Investment Mangement Inc | 2,290 | $614.5K | 0.14% | −2−0.1% | Reduced |
| Whalen Wealth Management Inc. | 2,294 | $615.6K | 0.41% | +940+69.4% | Added |
| Appleton Partners Inc | 2,296 | $616.0K | 0.05% | −41−1.8% | Reduced |
| Parkside Advisors LLC | 2,299 | $617.0K | 0.15% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,302 | $617.8K | 0.06% | +117+5.4% | Added |
| Richard P Slaughter Associates Inc | 2,302 | $617.8K | 0.14% | +2,302 | New |
| Cascades Capital Asset Management, LLC | 2,303 | $617.9K | 0.33% | +10.0% | Added |
| Severin Investments, LLC | 2,309 | $619.8K | 0.62% | −42−1.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,305 | $621.0K | 0.01% | −5−0.2% | Reduced |
| Nichols & Pratt Advisers LLP | 2,315 | $621.3K | 0.04% | −440−16.0% | Reduced |
| Mainsail Financial Group, LLC | 2,324 | $623.7K | 0.35% | +830+55.6% | Added |
| Relyea Zuckerberg Hanson LLC | 2,325 | $623.9K | 0.08% | −11−0.5% | Reduced |
| Flynn Zito Capital Management, LLC | 2,331 | $625.5K | 0.29% | −1,125−32.6% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,331 | $625.5K | 0.12% | +63+2.8% | Added |
| Elevated Capital Advisors, LLC | 2,334 | $626.4K | 0.18% | −138−5.6% | Reduced |
| Koss-Olinger Consulting, LLC | 2,343 | $629.0K | 0.05% | +2,343 | New |
| WealthCollab, LLC | 2,346 | $629.6K | 0.39% | −522−18.2% | Reduced |
| Vista Wealth Management Group, LLC | 2,351 | $631.0K | 0.04% | −623−20.9% | Reduced |
| Dunhill Financial, LLC | 2,367 | $635.1K | 0.29% | +1,479+166.6% | Added |
| Xcel Wealth Management, LLC | 2,375 | $637.4K | 0.20% | −80−3.3% | Reduced |
| Garda Capital Partners LP | 2,387 | $640.6K | 0.36% | +2,387 | New |