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 |
|---|---|---|---|---|---|
| Holderness Investments Co | 2,911 | $781.2K | 0.18% | +267+10.1% | Added |
| Fountainhead AM, LLC | 2,920 | $783.5K | 0.13% | +346+13.4% | Added |
| Bienville Capital Management, LLC | 2,924 | $784.7K | 0.19% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,935 | $787.6K | 0.26% | −5−0.2% | Reduced |
| Alpha Family Trust | 2,935 | $787.6K | 0.46% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 2,940 | $789.0K | 0.30% | +138+4.9% | Added |
| Carret Asset Management, LLC | 2,951 | $791.9K | 0.09% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,964 | $795.4K | 0.47% | +54+1.9% | Added |
| Griffin Asset Management, Inc. | 2,965 | $795.7K | 0.10% | +2,279+332.2% | Added |
| Midland Wealth Advisors LLC | 2,973 | $797.8K | 0.05% | +86+3.0% | Added |
| Klingman & Associates, LLC | 2,998 | $804.5K | 0.05% | +143+5.0% | Added |
| First Affirmative Financial Network | 2,998 | $804.6K | 0.49% | +65+2.2% | Added |
| Focus Financial Network, Inc. | 3,010 | $807.8K | 0.03% | −228−7.0% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,013 | $808.4K | 0.69% | −39−1.3% | Reduced |
| Alpha Cubed Investments, LLC | 3,017 | $809.7K | 0.04% | −138−4.4% | Reduced |
| Concentrum Wealth Management | 3,024 | $811.6K | 0.30% | +21+0.7% | Added |
| Strategic Wealth Designers | 3,028 | $812.7K | 1.41% | −46,184−93.8% | Reduced |
| Austin Private Wealth, LLC | 3,031 | $813.4K | 0.07% | +84+2.9% | Added |
| Harbour Investments, Inc. | 3,034 | $814.2K | 0.02% | −373−10.9% | Reduced |
| Wealth Advisors of Iowa, LLC | 3,040 | $815.8K | 0.35% | −12−0.4% | Reduced |
| Davis R M Inc | 3,051 | $818.8K | 0.02% | +186+6.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,053 | $819.2K | 0.13% | +237+8.4% | Added |
| Silver Oak Securities, Inc | 3,037 | $819.9K | 0.08% | +857+39.3% | Added |
| AGH Wealth Advisors, LLC | 3,063 | $822.0K | 0.79% | +210+7.4% | Added |
| Watershed Private Wealth LLC | 3,064 | $822.3K | 0.33% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 3,072 | $824.5K | 0.12% | +204+7.1% | Added |
| Waverton Investment Management Ltd | 3,073 | $824.5K | 0.01% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,077 | $825.7K | 0.32% | +14+0.5% | Added |
| Warm Springs Advisors Inc. | 3,078 | $826.0K | 0.83% | +103+3.5% | Added |
| Crescent Sterling, Ltd. | 3,078 | $826.0K | 0.85% | +1,359+79.1% | Added |
| Quent Capital, LLC | 3,102 | $832.5K | 0.09% | +14+0.5% | Added |
| Great Diamond Partners, LLC | 3,103 | $832.7K | 0.23% | −219−6.6% | Reduced |
| Eads & Heald Wealth Management | 3,110 | $835.0K | 0.42% | +249+8.7% | Added |
| Mattson Financial Services, LLC | 3,114 | $835.7K | 0.25% | −384−11.0% | Reduced |
| Northern Oak Wealth Management Inc | 3,115 | $835.9K | 0.11% | +315+11.3% | Added |
| Essex Financial Services, Inc. | 3,130 | $840.0K | 0.06% | −228−6.8% | Reduced |
| Duncan Williams Asset Management, LLC | 3,136 | $841.5K | 0.30% | +589+23.1% | Added |
| InTrack Investment Management Inc | 3,144 | $843.9K | 0.77% | −2,315−42.4% | Reduced |
| Capital Management Associates | 3,150 | $845.3K | 1.65% | 00.0% | Unchanged |
| Westwood Wealth Management | 3,152 | $845.9K | 0.36% | +3,152 | New |
| DB Fitzpatrick & Co, Inc | 3,161 | $848.3K | 0.81% | −369−10.5% | Reduced |
| Watts Gwilliam & Co., LLC | 3,164 | $849.2K | 0.18% | −520−14.1% | Reduced |
| Liberty One Investment Management, LLC | 3,165 | $849.3K | 0.09% | +39+1.2% | Added |
| Sage Rhino Capital LLC | 3,166 | $849.6K | 0.20% | +12+0.4% | Added |
| RFG Holdings, Inc. | 3,167 | $851.3K | 0.28% | +575+22.2% | Added |
| Hazlett, Burt & Watson, Inc. | 3,185 | $852.0K | 0.38% | +170+5.6% | Added |
| Argyle Capital Partners, LLC | 3,181 | $853.6K | 0.73% | +9+0.3% | Added |
| Amica Retiree Medical Trust | 3,184 | $854.0K | 1.30% | −773−19.5% | Reduced |
| Cromwell Holdings LLC | 3,188 | $855.5K | 0.55% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 3,190 | $856.1K | 0.01% | +805+33.8% | Added |
| Kennebec Savings Bank | 3,198 | $858.2K | 0.91% | +136+4.4% | Added |
| Canandaigua National Trust Co of Florida | 3,200 | $858.8K | 0.76% | +60+1.9% | Added |
| EHP Funds Inc. | 3,200 | $858.8K | 0.96% | +500+18.5% | Added |
| LaSalle St. Investment Advisors, LLC | 3,202 | $859.0K | 0.20% | +747+30.4% | Added |
| Icon Wealth Advisors, LLC | 3,202 | $859.2K | 0.07% | +167+5.5% | Added |
| Forefront Wealth Partners, LLC | 3,220 | $864.3K | 0.59% | +142+4.6% | Added |
| Riverbend Wealth Management, LLC | 3,224 | $865.1K | 0.77% | +332+11.5% | Added |
| David J Yvars Group | 3,225 | $865.5K | 0.68% | −145−4.3% | Reduced |
| Trueblood Wealth Management, LLC | 3,225 | $865.5K | 0.40% | +530+19.7% | Added |
| Strive Asset Management, LLC | 3,230 | $866.8K | 0.60% | −492−13.2% | Reduced |
| Meridian Investment Counsel Inc. | 3,230 | $866.8K | 0.26% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 3,237 | $868.6K | 0.19% | −724−18.3% | Reduced |
| XML Financial, LLC | 3,240 | $869.5K | 0.08% | −246−7.1% | Reduced |
| Parisi Gray Wealth Management | 3,243 | $870.3K | 0.28% | +1,828+129.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,246 | $871.1K | 0.18% | +672+26.1% | Added |
| Sovran Advisors, LLC | 3,526 | $871.8K | 0.11% | +580+19.7% | Added |
| Roberts Capital Advisors, LLC | 3,262 | $875.4K | 0.77% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 3,265 | $876.2K | 0.30% | −38,783−92.2% | Reduced |
| TFG Advisers LLC | 3,274 | $878.7K | 0.32% | +36+1.1% | Added |
| Goodman Advisory Group, LLC | 3,301 | $885.9K | 0.27% | +3,301 | New |
| Cascade Investment Group, Inc. | 3,303 | $886.4K | 0.68% | +428+14.9% | Added |
| TBH Global Asset Management, LLC | 3,313 | $889.1K | 0.17% | +51+1.6% | Added |
| Talon Private Wealth, LLC | 3,324 | $892.0K | 0.12% | +451+15.7% | Added |
| Monetary Management Group Inc | 3,340 | $896.3K | 0.24% | +100+3.1% | Added |
| Staley Capital Advisers Inc | 3,343 | $897.1K | 0.04% | +38+1.1% | Added |
| Probity Advisors, Inc. | 3,344 | $897.4K | 0.17% | +95+2.9% | Added |
| Principal Street Partners, LLC | 3,350 | $899.0K | 0.17% | +27+0.8% | Added |
| Garden State Investment Advisory Services LLC | 3,360 | $903.3K | 0.29% | +34+1.0% | Added |
| Prossimo Advisors, LLC | 3,382 | $908.0K | 0.68% | +16+0.5% | Added |
| Correct Capital Wealth Management | 3,391 | $909.9K | 0.18% | +135+4.1% | Added |
| Callan Capital, LLC | 3,391 | $909.9K | 0.07% | −117−3.3% | Reduced |
| Sax Wealth Advisors, LLC | 3,395 | $911.1K | 0.07% | +31+0.9% | Added |
| Ironwood Investment Counsel, LLC | 3,403 | $913.3K | 0.16% | +79+2.4% | Added |
| Elefante Mark B | 3,417 | $917.0K | 0.73% | +1,703+99.4% | Added |
| Sunbelt Securities, Inc. | 3,427 | $919.6K | 0.08% | −434−11.2% | Reduced |
| Waldron Private Wealth LLC | 3,446 | $924.8K | 0.04% | −3,811−52.5% | Reduced |
| Hel Ved Capital Management Ltd | 3,452 | $926.4K | 0.47% | −4,598−57.1% | Reduced |
| United Community Bank | 3,453 | $926.6K | 0.35% | +413+13.6% | Added |
| Kraematon Investment Advisors, Inc | 3,463 | $929.4K | 0.95% | −34−1.0% | Reduced |
| Howland Capital Management LLC | 3,464 | $929.6K | 0.04% | +1,696+95.9% | Added |
| Worth Financial Advisory Group, LLC | 3,468 | $930.7K | 0.59% | +1,074+44.9% | Added |
| Rothschild Investment LLC | 3,469 | $930.9K | 0.06% | −54−1.5% | Reduced |
| Roxbury Financial LLC | 3,127 | $931.4K | 0.91% | −61−1.9% | Reduced |
| Caxton Associates LLP | 3,479 | $933.6K | 0.03% | +3,479 | New |
| Symphony Financial, Ltd. Co. | 3,848 | $934.1K | 0.55% | −11,930−75.6% | Reduced |
| Motiv8 Investments LLC | 3,487 | $935.9K | 0.62% | −228−6.1% | Reduced |
| Investment Partners Asset Management, Inc. | 3,489 | $936.3K | 0.73% | +45+1.3% | Added |
| Masso Torrence Wealth Management Inc. | 3,502 | $939.8K | 0.50% | +122+3.6% | Added |
| Formidable Asset Management, LLC | 3,513 | $942.7K | 0.16% | +284+8.8% | Added |
| OneAscent Financial Services LLC | 3,507 | $943.0K | 0.06% | +434+14.1% | Added |