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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 3,517 | $943.9K | 0.08% | +166+5.0% | Added |
| Sky Investment Group LLC | 3,530 | $947.3K | 0.17% | +3+0.1% | Added |
| Mayflower Financial Advisors, LLC | 3,533 | $948.1K | 0.14% | −8−0.2% | Reduced |
| Texas Bank & Trust Co | 3,539 | $949.7K | 0.40% | −86−2.4% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 3,541 | $950.3K | 0.74% | +23+0.7% | Added |
| Integrated Investment Consultants, LLC | 3,546 | $951.6K | 0.19% | +2,036+134.8% | Added |
| Mount Yale Investment Advisors, LLC | 3,552 | $953.3K | 0.08% | −12,394−77.7% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,553 | $953.5K | 0.71% | +144+4.2% | Added |
| Csenge Advisory Group | 3,887 | $961.0K | 0.05% | +88+2.3% | Added |
| Summit Global Investments | 3,597 | $965.0K | 0.07% | −20,341−85.0% | Reduced |
| Aspire Growth Partners LLC | 3,469 | $965.1K | 0.86% | +472+15.7% | Added |
| Shay Capital LLC | 3,600 | $966.1K | 0.28% | −3,900−52.0% | Reduced |
| MWA Asset Management | 3,604 | $967.1K | 0.67% | −16−0.4% | Reduced |
| Bank of Hawaii | 3,612 | $969.3K | 0.06% | −785−17.9% | Reduced |
| Connecticut Wealth Management, LLC | 3,619 | $971.2K | 0.05% | +4+0.1% | Added |
| SRS Capital Advisors, Inc. | 3,624 | $972.6K | 0.06% | −1,499−29.3% | Reduced |
| Curbstone Financial Management Corp | 3,626 | $973.1K | 0.21% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 3,632 | $974.7K | 0.34% | −140−3.7% | Reduced |
| Unigestion Holding SA | 3,633 | $975.0K | 0.06% | +3,633 | New |
| Sierra Capital LLC | 3,639 | $977.0K | 0.12% | +1,249+52.3% | Added |
| Personal Cfo Solutions, LLC | 3,644 | $977.8K | 0.20% | −942−20.5% | Reduced |
| Sciencast Management LP | 3,648 | $979.0K | 0.23% | +2,865+365.9% | Added |
| First National Bank | 3,649 | $979.2K | 0.64% | +622+20.5% | Added |
| Prudent Man Advisors, LLC | 3,654 | $980.6K | 0.36% | +19+0.5% | Added |
| State of Wyoming | 3,661 | $982.5K | 0.13% | +1,175+47.3% | Added |
| Moseley Investment Management Inc | 3,665 | $983.6K | 0.38% | +141+4.0% | Added |
| Burford Brothers, Inc. | 3,670 | $984.9K | 0.48% | +273+8.0% | Added |
| Oxler Private Wealth LLC | 3,673 | $985.8K | 0.35% | −1,801−32.9% | Reduced |
| Twin City Private Wealth, LLC | 3,677 | $986.9K | 0.87% | +356+10.7% | Added |
| Seed Wealth Management, Inc. | 3,685 | $988.9K | 0.80% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3,690 | $990.2K | 0.39% | −125−3.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,692 | $990.8K | 0.02% | +1,760+91.1% | Added |
| Triumph Capital Management | 3,697 | $992.1K | 0.33% | +1,733+88.2% | Added |
| Oder Investment Management, LLC | 3,698 | $992.3K | 0.84% | −60−1.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 3,698 | $992.4K | 0.25% | +120+3.4% | Added |
| FLC Capital Advisors | 3,700 | $992.9K | 0.22% | +300+8.8% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,700 | $993.2K | 0.04% | +1,380+59.5% | Added |
| Gladius Capital Management LP | 3,719 | $998.0K | 0.98% | −2,505−40.2% | Reduced |
| New Insight Wealth Advisors | 3,729 | $1.00M | 0.45% | +182+5.1% | Added |
| Strait & Sound Wealth Management LLC | 3,729 | $1.00M | 0.47% | +610+19.6% | Added |
| Legacy Private Trust Co. | 3,730 | $1.00M | 0.07% | −1,183−24.1% | Reduced |
| Larson Financial Group LLC | 3,736 | $1.00M | 0.05% | −13−0.3% | Reduced |
| Baron Wealth Management LLC | 3,753 | $1.01M | 0.44% | +87+2.4% | Added |
| Consilium Wealth Advisory, LLC | 3,759 | $1.01M | 0.51% | +90+2.5% | Added |
| Valmark Advisers, Inc. | 3,760 | $1.01M | 0.02% | −176−4.5% | Reduced |
| Barings LLC | 3,784 | $1.02M | 0.03% | −3,102−45.0% | Reduced |
| BFSG, LLC | 3,798 | $1.02M | 0.12% | −104−2.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,425 | $1.02M | 0.19% | −610−15.1% | Reduced |
| Wincap Financial LLC | 3,817 | $1.02M | 0.97% | −185−4.6% | Reduced |
| Unified Investment Management | 3,819 | $1.02M | 1.21% | −230−5.7% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 3,832 | $1.03M | 0.17% | +214+5.9% | Added |
| Wrapmanager Inc | 3,835 | $1.03M | 0.27% | +49+1.3% | Added |
| Notis-McConarty Edward | 3,844 | $1.03M | 0.53% | +1,604+71.6% | Added |
| Continuum Advisory, LLC | 3,854 | $1.03M | 0.13% | −17−0.4% | Reduced |
| Birinyi Associates Inc | 3,858 | $1.03M | 0.33% | −500−11.5% | Reduced |
| Anb Bank | 3,862 | $1.04M | 0.46% | +108+2.9% | Added |
| Capital Markets Trading UK LLP | 3,867 | $1.04M | 1.18% | +3,867 | New |
| Grove Bank & Trust | 3,872 | $1.04M | 0.14% | +1,244+47.3% | Added |
| Dempze Nancy E | 3,883 | $1.04M | 0.63% | +2,713+231.9% | Added |
| Carnegie Lake Advisors LLC | 3,886 | $1.04M | 0.42% | −134−3.3% | Reduced |
| Anchor Investment Management, LLC | 3,887 | $1.04M | 0.10% | +83+2.2% | Added |
| Bradyco, Inc. | 3,894 | $1.04M | 0.79% | 00.0% | Unchanged |
| Everest Management Corp. | 3,897 | $1.05M | 0.95% | +1,667+74.8% | Added |
| Katamaran Capital LLP | 3,905 | $1.05M | 1.36% | −7,104−64.5% | Reduced |
| Minot DeBlois Advisors LLC | 3,905 | $1.05M | 1.04% | −215−5.2% | Reduced |
| BSW Wealth Partners | 3,908 | $1.05M | 0.16% | −93−2.3% | Reduced |
| Carr Financial Group Corp | 3,912 | $1.05M | 0.34% | −435−10.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,916 | $1.05M | 0.08% | 00.0% | Unchanged |
| Strategic Investment Advisors | 3,930 | $1.05M | 0.11% | −240−5.8% | Reduced |
| Virtus Investment Advisers, Inc. | 3,946 | $1.06M | 0.29% | +3,698+1,491.1% | Added |
| Cottage Street Advisors LLC | 3,951 | $1.06M | 0.53% | +2,301+139.5% | Added |
| Bridges Investment Management Inc | 3,955 | $1.06M | 0.02% | −37−0.9% | Reduced |
| Greykasell Wealth Strategies, Inc. | 3,959 | $1.06M | 0.57% | +10.0% | Added |
| Trillium Asset Management, LLC | 3,963 | $1.06M | 0.03% | −311−7.3% | Reduced |
| Waterloo Capital, L.P. | 3,970 | $1.07M | 0.10% | −10.0% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,973 | $1.07M | 0.25% | −8−0.2% | Reduced |
| Romano Brothers and Company | 3,973 | $1.07M | 0.14% | +95+2.4% | Added |
| Putney Financial Group LLC | 3,985 | $1.07M | 1.13% | −186−4.5% | Reduced |
| Crux Wealth Advisors | 3,988 | $1.07M | 0.56% | −133−3.2% | Reduced |
| Mirador Capital Partners LP | 3,990 | $1.07M | 0.19% | +79+2.0% | Added |
| L2 Asset Management, LLC | 3,991 | $1.07M | 0.22% | +483+13.8% | Added |
| Ted Buchan & Co | 3,999 | $1.07M | 0.51% | +3+0.1% | Added |
| Aspire Private Capital, LLC | 4,003 | $1.07M | 0.27% | +284+7.6% | Added |
| North Star Investment Management Corp. | 4,025 | $1.08M | 0.08% | −541−11.8% | Reduced |
| Benchmark Investment Advisors LLC | 4,025 | $1.08M | 0.70% | +2,905+259.4% | Added |
| Shum Financial Group, Inc. | 4,031 | $1.08M | 0.94% | +216+5.7% | Added |
| Salem Investment Counselors Inc | 4,057 | $1.09M | 0.04% | +68+1.7% | Added |
| Magnolia Capital Advisors LLC | 4,085 | $1.10M | 0.30% | +130+3.3% | Added |
| Fiduciary Financial Group, LLC | 4,315 | $1.10M | 0.24% | −801−15.7% | Reduced |
| Angeles Wealth Management, LLC | 4,128 | $1.11M | 0.09% | +290+7.6% | Added |
| Bond & Devick Financial Network, Inc. | 4,132 | $1.11M | 0.40% | +261+6.7% | Added |
| Orrstown Financial Services Inc | 4,140 | $1.11M | 0.26% | −204−4.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,155 | $1.12M | 0.51% | 00.0% | Unchanged |
| LCM Capital Management Inc | 4,164 | $1.12M | 0.66% | +102+2.5% | Added |
| Octavia Wealth Advisors, LLC | 4,166 | $1.12M | 0.14% | +27+0.7% | Added |
| Gen-Wealth Partners Inc | 4,174 | $1.12M | 0.47% | +348+9.1% | Added |
| Aldebaran Financial Inc. | 4,175 | $1.12M | 1.37% | +30+0.7% | Added |
| Avantax Planning Partners, Inc. | 4,176 | $1.12M | 0.04% | +546+15.0% | Added |
| Eqis Capital Management, Inc. | 4,181 | $1.12M | 0.09% | +1,589+61.3% | Added |
| Dudley Capital Management, LLC | 4,188 | $1.12M | 0.60% | −75−1.8% | Reduced |