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 |
|---|---|---|---|---|---|
| Twin Peaks Wealth Advisors, LLC | 4,412 | $1.12M | 0.51% | −377−7.9% | Reduced |
| Byrne Asset Management LLC | 4,196 | $1.13M | 0.84% | +127+3.1% | Added |
| Sargent Investment Group, LLC | 4,202 | $1.13M | 0.18% | −51−1.2% | Reduced |
| Visionary Wealth Advisors | 4,205 | $1.13M | 0.07% | +539+14.7% | Added |
| Lebenthal Global Advisors, LLC | 4,206 | $1.13M | 0.21% | −695−14.2% | Reduced |
| Cornerstone Wealth Management, LLC | 4,211 | $1.13M | 0.08% | +370+9.6% | Added |
| Bridgewater Advisors Inc. | 4,223 | $1.13M | 0.10% | +4,223 | New |
| Terry L. Blaker | 4,216 | $1.13M | 0.05% | −11−0.3% | Reduced |
| Aviso Financial Inc. | 4,223 | $1.13M | 0.06% | −1,277−23.2% | Reduced |
| Aprio Wealth Management, LLC | 4,227 | $1.13M | 0.14% | +282+7.1% | Added |
| Trust Point Inc. | 4,234 | $1.14M | 0.10% | −2,148−33.7% | Reduced |
| Ausdal Financial Partners, Inc. | 4,245 | $1.14M | 0.09% | +726+20.6% | Added |
| Greystone Financial Group, LLC | 4,252 | $1.14M | 0.21% | +1,421+50.2% | Added |
| Newman Dignan & Sheerar, Inc. | 4,254 | $1.14M | 0.31% | +376+9.7% | Added |
| HWG Holdings LP | 4,269 | $1.15M | 0.51% | −1,396−24.6% | Reduced |
| Diligent Investors, LLC | 4,283 | $1.15M | 0.28% | +101+2.4% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,288 | $1.15M | 0.57% | +97+2.3% | Added |
| Bank Ozk | 4,288 | $1.15M | 0.48% | −87−2.0% | Reduced |
| Sterling Investment Counsel, LLC | 4,316 | $1.16M | 0.40% | +3,174+277.9% | Added |
| JNBA Financial Advisors | 4,327 | $1.16M | 0.12% | +2,564+145.4% | Added |
| Fire Capital Management LLC | 4,331 | $1.16M | 0.85% | +365+9.2% | Added |
| Capula Management Ltd | 4,333 | $1.16M | 0.01% | +1,440+49.8% | Added |
| Boothbay Fund Management, LLC | 4,335 | $1.16M | 0.04% | −65,681−93.8% | Reduced |
| Copperleaf Capital, LLC | 4,342 | $1.17M | 0.70% | −59−1.3% | Reduced |
| Richards, Merrill & Peterson, Inc. | 4,355 | $1.17M | 0.61% | −23−0.5% | Reduced |
| Marcum Wealth, LLC | 4,369 | $1.17M | 0.10% | +1,032+30.9% | Added |
| BancorpSouth Bank | 4,372 | $1.17M | 0.08% | +4,372 | New |
| Sage Mountain Advisors LLC | 4,390 | $1.18M | 0.09% | −234−5.1% | Reduced |
| Westover Capital Advisors, LLC | 4,392 | $1.18M | 0.26% | +2,173+97.9% | Added |
| Michael B. Yongue | 4,393 | $1.18M | 1.50% | +232+5.6% | Added |
| Raelipskie Partnership | 4,402 | $1.18M | 0.61% | −257−5.5% | Reduced |
| Fairscale Capital, LLC | 4,404 | $1.18M | 1.07% | +87+2.0% | Added |
| Interchange Capital Partners, LLC | 4,418 | $1.19M | 0.33% | +352+8.7% | Added |
| Jaffetilchin Investment Partners, LLC | 4,434 | $1.19M | 0.09% | +45+1.0% | Added |
| Prostatis Group LLC | 4,437 | $1.19M | 0.38% | +292+7.0% | Added |
| Accurate Wealth Management, LLC | 4,676 | $1.19M | 0.23% | +336+7.7% | Added |
| VCI Wealth Management LLC | 4,461 | $1.20M | 0.50% | +4,461 | New |
| Nabity-Jensen Investment Management Inc | 4,464 | $1.20M | 0.95% | +24+0.5% | Added |
| Secured Retirement Advisors, LLC | 4,466 | $1.20M | 0.77% | +4,466 | New |
| Capital Advisors Wealth Management, LLC | 4,467 | $1.20M | 0.21% | −970−17.8% | Reduced |
| Montecito Bank & Trust | 4,473 | $1.20M | 0.21% | +203+4.8% | Added |
| First United Bank Trust | 4,475 | $1.20M | 0.45% | −64−1.4% | Reduced |
| Brucke Financial, Inc. | 4,479 | $1.20M | 1.05% | +237+5.6% | Added |
| Meridian Financial Partners LLC | 4,492 | $1.21M | 0.61% | +78+1.8% | Added |
| Arjuna Capital | 4,511 | $1.21M | 0.34% | −185−3.9% | Reduced |
| First Citizens Bank & Trust Co | 4,512 | $1.21M | 0.03% | +39+0.9% | Added |
| Bordeaux Wealth Advisors LLC | 4,518 | $1.21M | 0.22% | −146−3.1% | Reduced |
| Quantum Private Wealth, LLC | 4,565 | $1.23M | 0.46% | −52−1.1% | Reduced |
| Cornercap Investment Counsel Inc | 4,566 | $1.23M | 0.64% | −60−1.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,571 | $1.23M | 0.48% | +370+8.8% | Added |
| Gardner Lewis Asset Management L P | 4,575 | $1.23M | 0.30% | −2,830−38.2% | Reduced |
| Texas Yale Capital Corp. | 4,581 | $1.23M | 0.05% | +30+0.7% | Added |
| Emprise Bank | 4,604 | $1.24M | 0.66% | −24−0.5% | Reduced |
| Sym Financial Corp | 4,649 | $1.25M | 0.15% | −232−4.8% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,650 | $1.25M | 0.79% | +600+14.8% | Added |
| Country Club Bank | 4,648 | $1.25M | 0.08% | +33+0.7% | Added |
| Allred Capital Management, LLC | 4,681 | $1.26M | 0.50% | +287+6.5% | Added |
| Dearborn Partners LLC | 4,691 | $1.26M | 0.06% | −112−2.3% | Reduced |
| VELA Investment Management, LLC | 4,692 | $1.26M | 0.43% | −36−0.8% | Reduced |
| Carmel Capital Partners, LLC | 4,697 | $1.26M | 0.50% | +262+5.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,700 | $1.26M | 0.07% | −467−9.0% | Reduced |
| Westside Investment Management, Inc. | 4,697 | $1.26M | 0.27% | −100−2.1% | Reduced |
| Morangie Management LLC | 4,706 | $1.26M | 1.24% | −828−15.0% | Reduced |
| Valley Brook Capital Group | 4,709 | $1.26M | 0.99% | −25−0.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,726 | $1.27M | 0.17% | −312−6.2% | Reduced |
| 626 Financial, LLC | 4,736 | $1.27M | 0.65% | +2,651+127.1% | Added |
| Guardian Wealth Advisors, LLC | 4,737 | $1.27M | 0.10% | +73+1.6% | Added |
| Castle Rock Wealth Management, LLC | 4,722 | $1.27M | 0.34% | −543−10.3% | Reduced |
| Gallagher Capital Advisors, LLC | 4,753 | $1.28M | 0.97% | +106+2.3% | Added |
| Options Solutions, LLC | 4,755 | $1.28M | 0.61% | −45−0.9% | Reduced |
| Dohj, LLC | 4,761 | $1.28M | 0.29% | −681−12.5% | Reduced |
| Capital Performance Advisors LLP | 4,774 | $1.28M | 0.28% | +2,786+140.1% | Added |
| Argus Investors' Counsel, Inc. | 4,783 | $1.28M | 0.98% | +71+1.5% | Added |
| BOK Financial Private Wealth, Inc. | 4,790 | $1.29M | 0.10% | −131−2.7% | Reduced |
| Teamwork Financial Advisors, LLC | 4,790 | $1.29M | 0.18% | +3,582+296.5% | Added |
| HM Payson & Co | 4,793 | $1.29M | 0.02% | +155+3.3% | Added |
| CNB Bank | 4,808 | $1.29M | 0.65% | +107+2.3% | Added |
| bLong Financial, LLC | 4,824 | $1.29M | 1.15% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 4,848 | $1.30M | 0.00% | −408−7.8% | Reduced |
| Essex Savings Bank | 4,879 | $1.31M | 0.32% | +304+6.6% | Added |
| Navellier & Associates Inc | 4,830 | $1.32M | 0.18% | −18−0.4% | Reduced |
| Invera Wealth Advisors, LLC | 4,921 | $1.32M | 0.85% | −713−12.7% | Reduced |
| Keystone Investors Pte Ltd | 4,929 | $1.32M | 0.19% | −126,429−96.2% | Reduced |
| Viawealth, LLC | 4,930 | $1.32M | 0.82% | −181−3.5% | Reduced |
| Pictet Bank & Trust Ltd | 4,932 | $1.32M | 1.62% | −180−3.5% | Reduced |
| Simon Quick Advisors, LLC | 4,941 | $1.33M | 0.08% | +715+16.9% | Added |
| Journey Strategic Wealth LLC | 4,948 | $1.33M | 0.05% | +1,270+34.5% | Added |
| Cypress Capital Group | 4,966 | $1.33M | 0.17% | −50−1.0% | Reduced |
| Alta Advisers Ltd | 4,970 | $1.33M | 0.57% | +1,800+56.8% | Added |
| Moody Lynn & Lieberson, LLC | 4,996 | $1.34M | 0.09% | −10−0.2% | Reduced |
| CastleKnight Management LP | 5,000 | $1.34M | 0.14% | +2,600+108.3% | Added |
| Union Square Park Capital Management, LLC | 5,000 | $1.34M | 1.48% | +5,000 | New |
| One Madison Group LLC | 5,000 | $1.34M | 0.18% | +5,000 | New |
| Sapient Capital LLC | 5,009 | $1.34M | 0.03% | −172−3.3% | Reduced |
| Chemistry Wealth Management LLC | 5,011 | $1.34M | 0.31% | −44−0.9% | Reduced |
| Confluence Wealth Services, Inc. | 5,373 | $1.35M | 0.08% | +3,227+150.4% | Added |
| Fjell Capital, LLC | 5,018 | $1.35M | 1.37% | +286+6.0% | Added |
| Moore Capital Management, LP | 5,030 | $1.35M | 0.05% | −58,281−92.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 5,038 | $1.35M | 0.58% | −17−0.3% | Reduced |
| ProVise Management Group, LLC | 5,059 | $1.36M | 0.12% | −106−2.1% | Reduced |