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 |
|---|---|---|---|---|---|
| Regent Peak Wealth Advisors LLC | 2,390 | $641.5K | 0.15% | −57−2.3% | Reduced |
| LVW Advisors, LLC | 2,397 | $643.3K | 0.08% | +353+17.3% | Added |
| Marino, Stram & Associates LLC | 2,403 | $644.9K | 0.14% | +146+6.5% | Added |
| Kapstone Financial Advisors LLC | 2,408 | $646.2K | 0.37% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 2,416 | $648.4K | 0.05% | +32+1.3% | Added |
| McDaniel Terry & Co | 2,420 | $649.0K | 0.06% | +597+32.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,421 | $649.8K | 0.00% | +1,075+79.9% | Added |
| Millstone Evans Group, LLC | 2,427 | $651.3K | 0.44% | −36−1.5% | Reduced |
| White Pine Capital LLC | 2,427 | $651.3K | 0.23% | +215+9.7% | Added |
| Capital Investment Advisory Services, LLC | 2,433 | $652.8K | 0.06% | +231+10.5% | Added |
| Kozak & Associates, Inc. | 2,571 | $654.4K | 0.16% | +41+1.6% | Added |
| Legacy Capital Group California, Inc. | 2,447 | $656.7K | 0.23% | −12−0.5% | Reduced |
| Essex LLC | 2,452 | $658.0K | 0.14% | +611+33.2% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 2,464 | $661.2K | 0.45% | −50−2.0% | Reduced |
| Greenwich Wealth Management LLC | 2,466 | $662.0K | 0.05% | −63−2.5% | Reduced |
| Kuhn & Co Investment Counsel | 2,467 | $662.0K | 0.56% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,475 | $664.2K | 0.15% | −59−2.3% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,477 | $664.8K | 0.19% | −145−5.5% | Reduced |
| Bosman Wealth Management, LLC | 2,478 | $665.0K | 0.68% | +2,478 | New |
| Childress Capital Advisors, LLC | 2,486 | $667.2K | 0.19% | −50−2.0% | Reduced |
| Solstein Capital, LLC | 2,487 | $667.4K | 0.39% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,487 | $667.4K | 0.10% | +249+11.1% | Added |
| Clarendon Private LLC | 2,490 | $668.2K | 0.71% | +188+8.2% | Added |
| Hill Island Financial LLC | 2,496 | $669.9K | 0.20% | −53−2.1% | Reduced |
| Baxter Bros Inc | 2,502 | $671.4K | 0.09% | +647+34.9% | Added |
| Quarry LP | 2,507 | $672.8K | 0.17% | +2,263+927.5% | Added |
| Windsor Capital Management, LLC | 2,513 | $674.3K | 0.21% | −10−0.4% | Reduced |
| City State Bank | 2,513 | $674.4K | 0.22% | +80+3.3% | Added |
| Woodard & Co Asset Management Group Inc | 2,529 | $678.6K | 0.14% | +198+8.5% | Added |
| Runnymede Capital Advisors, Inc. | 2,530 | $679.0K | 0.65% | −26−1.0% | Reduced |
| Alliance Wealth Advisors, LLC | 2,532 | $679.6K | 0.18% | +728+40.4% | Added |
| Capital Advantage, Inc. | 2,038 | $681.5K | 0.12% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2,675 | $682.1K | 0.72% | +655+32.4% | Added |
| Williams Jones Wealth Management, LLC. | 2,544 | $682.7K | 0.01% | +37+1.5% | Added |
| Virtue Capital Management, LLC | 2,557 | $683.8K | 0.08% | +281+12.3% | Added |
| Cary Street Partner Investment Advisory LLC | 2,548 | $683.8K | 0.39% | +120+4.9% | Added |
| Dogwood Wealth Management LLC | 2,551 | $684.6K | 0.36% | +303+13.5% | Added |
| Berry Wealth Group, LP | 2,553 | $685.2K | 0.54% | +611+31.5% | Added |
| W.H. Cornerstone Investments Inc. | 2,556 | $685.9K | 0.47% | +1,150+81.8% | Added |
| Cornerstone Wealth Group, LLC | 2,563 | $687.8K | 0.06% | −162−5.9% | Reduced |
| YANKCOM Partnership | 2,565 | $688.3K | 0.38% | +35+1.4% | Added |
| Bellecapital International Ltd. | 2,566 | $688.6K | 0.14% | +1,253+95.4% | Added |
| Fortitude Family Office, LLC | 2,571 | $690.0K | 0.25% | −32−1.2% | Reduced |
| Chemung Canal Trust Co | 2,577 | $691.6K | 0.15% | −118−4.4% | Reduced |
| Machina Capital S.A.S. | 2,582 | $692.9K | 0.21% | +790+44.1% | Added |
| Root Financial Partners, LLC | 2,589 | $694.7K | 0.07% | +254+10.9% | Added |
| Evermay Wealth Management LLC | 2,591 | $695.3K | 0.09% | −20−0.8% | Reduced |
| Gryphon Financial Partners LLC | 2,592 | $695.5K | 0.10% | +126+5.1% | Added |
| LeClair Wealth Partners LLC | 2,597 | $696.9K | 0.50% | −53−2.0% | Reduced |
| Key Financial Inc | 2,602 | $698.3K | 0.15% | +30+1.2% | Added |
| Sentry Investment Management LLC | 2,868 | $700.0K | 0.47% | +500+21.1% | Added |
| Wulff, Hansen & Co. | 2,615 | $701.8K | 0.64% | +1,580+152.7% | Added |
| Three Seasons Wealth, LLC | 2,621 | $703.4K | 0.35% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 2,633 | $706.6K | 0.39% | +534+25.4% | Added |
| Heritage Wealth Management, Inc. | 2,635 | $707.1K | 0.24% | +262+11.0% | Added |
| Onefund, LLC | 2,636 | $707.4K | 0.72% | +6+0.2% | Added |
| Zullo Investment Group, Inc. | 2,637 | $707.7K | 0.30% | +244+10.2% | Added |
| Lokken Investment Group LLC | 2,638 | $708.0K | 0.30% | −955−26.6% | Reduced |
| AdvisorNet Financial, Inc | 2,640 | $708.3K | 0.05% | +106+4.2% | Added |
| Prentice Wealth Management LLC | 2,645 | $709.8K | 0.20% | +60+2.3% | Added |
| Financial Advisory Service, Inc. | 2,648 | $710.6K | 0.06% | +31+1.2% | Added |
| Advisor OS, LLC | 2,662 | $714.3K | 0.08% | +396+17.5% | Added |
| Hartford Funds Management Co LLC | 2,664 | $714.9K | 0.06% | +397+17.5% | Added |
| Crown Wealth Group, LLC | 2,697 | $723.8K | 0.38% | +76+2.9% | Added |
| Moss Adams Wealth Advisors LLC | 2,711 | $727.5K | 0.08% | +80+3.0% | Added |
| Nvest Financial, LLC | 2,713 | $728.0K | 0.39% | −93−3.3% | Reduced |
| SPC Financial, Inc. | 2,721 | $730.2K | 0.06% | −464−14.6% | Reduced |
| Advisory Alpha, LLC | 2,728 | $732.1K | 0.02% | +271+11.0% | Added |
| ORG Wealth Partners, LLC | 2,712 | $733.0K | 0.23% | +608+28.9% | Added |
| High Note Wealth, LLC | 2,747 | $737.2K | 0.18% | −7−0.3% | Reduced |
| Abbot Financial Management, Inc. | 2,748 | $737.5K | 0.38% | −50−1.8% | Reduced |
| Modern Wealth Management, LLC | 2,750 | $738.2K | 0.02% | +714+35.1% | Added |
| Morey & Quinn Wealth Partners, LLC | 2,753 | $738.8K | 0.61% | −41−1.5% | Reduced |
| Proficio Capital Partners LLC | 2,755 | $739.4K | 0.06% | −36−1.3% | Reduced |
| Aviso Wealth Management | 2,757 | $740.0K | 0.39% | +59+2.2% | Added |
| PFG Advisors | 2,761 | $740.9K | 0.04% | +157+6.0% | Added |
| Roman Butler Fullerton & Co | 2,907 | $741.0K | 0.29% | −2,575−47.0% | Reduced |
| Cyr Financial Inc. | 2,762 | $741.3K | 0.66% | +100+3.8% | Added |
| BluePath Capital Management, LLC | 2,773 | $744.1K | 0.77% | −1,347−32.7% | Reduced |
| Parkside Financial Bank & Trust | 2,775 | $744.7K | 0.09% | −90−3.1% | Reduced |
| Ecofi Investissements SA | 3,250 | $745.7K | 0.47% | +150+4.8% | Added |
| B&L Asset Management LLC | 2,795 | $750.1K | 0.49% | +289+11.5% | Added |
| Soltis Investment Advisors LLC | 2,796 | $750.4K | 0.07% | +303+12.2% | Added |
| West Family Investments, Inc. | 2,816 | $755.7K | 0.28% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 2,830 | $759.5K | 0.15% | +2,830 | New |
| S&CO Inc | 2,839 | $761.0K | 0.05% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,836 | $761.1K | 0.52% | −337−10.6% | Reduced |
| Pine Haven Investment Counsel, Inc | 2,837 | $761.3K | 0.64% | −38−1.3% | Reduced |
| Sivia Capital Partners, LLC | 2,852 | $765.5K | 0.36% | +378+15.3% | Added |
| Catalyst Private Wealth, LLC | 2,857 | $766.7K | 0.37% | +461+19.2% | Added |
| Fayez Sarofim & Co | 2,860 | $767.5K | 0.00% | +114+4.2% | Added |
| Krane Funds Advisors LLC | 2,864 | $768.6K | 0.02% | +1,515+112.3% | Added |
| Inscription Capital, LLC | 2,553 | $768.9K | 0.13% | +2,553 | New |
| Sunflower Bank, N.A. | 2,871 | $770.5K | 0.22% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,879 | $771.0K | 0.04% | −95−3.2% | Reduced |
| MBL Wealth, LLC | 2,880 | $772.9K | 0.08% | +1,024+55.2% | Added |
| Nicholas Hoffman & Company, LLC. | 2,882 | $773.3K | 0.03% | +996+52.8% | Added |
| Joel Isaacson & Co., LLC | 2,888 | $774.9K | 0.04% | +454+18.7% | Added |
| Leavell Investment Management, Inc. | 2,894 | $776.7K | 0.04% | +426+17.3% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 2,907 | $779.7K | 3.17% | +2,907 | New |