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 |
|---|---|---|---|---|---|
| Alta Wealth Advisors LLC | 5,061 | $1.36M | 0.62% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 5,067 | $1.36M | 0.14% | +504+11.0% | Added |
| Hillsdale Investment Management Inc. | 5,069 | $1.36M | 0.07% | +220+4.5% | Added |
| Argent Advisors, Inc. | 5,069 | $1.36M | 0.46% | +295+6.2% | Added |
| Orion Capital Management LLC | 5,073 | $1.36M | 0.57% | +260+5.4% | Added |
| PDS Planning, Inc | 5,103 | $1.37M | 0.12% | +392+8.3% | Added |
| Ironwood Investment Management LLC | 5,109 | $1.37M | 0.75% | 00.0% | Unchanged |
| Birchbrook, Inc. | 5,112 | $1.37M | 0.77% | −105−2.0% | Reduced |
| Amitell Capital Pte Ltd | 5,118 | $1.37M | 1.06% | +5,118 | New |
| Ayrshire Capital Management LLC | 5,120 | $1.37M | 0.66% | +106+2.1% | Added |
| Cunning Capital Partners, LP | 5,121 | $1.37M | 0.88% | −29−0.6% | Reduced |
| Coastwise Capital Group, LLC | 5,130 | $1.38M | 1.16% | −217−4.1% | Reduced |
| Elyxium Wealth, LLC | 5,136 | $1.38M | 0.61% | +5,136 | New |
| Quotient Wealth Partners, LLC | 5,137 | $1.38M | 0.04% | +312+6.5% | Added |
| Geneva Capital Management LLC | 5,164 | $1.39M | 0.03% | −91−1.7% | Reduced |
| Ashton Thomas Securities, LLC | 5,154 | $1.39M | 0.39% | −1,510−22.7% | Reduced |
| Malaga Cove Capital, LLC | 5,166 | $1.39M | 0.60% | +1,629+46.1% | Added |
| Founders Financial Securities LLC | 5,226 | $1.39M | 0.12% | +977+23.0% | Added |
| Square Wave Partners, L.P. | 5,191 | $1.39M | 1.49% | −16,247−75.8% | Reduced |
| Square Wave Capital, LLC | 5,191 | $1.39M | 1.49% | −16,247−75.8% | Reduced |
| Rehmann Capital Advisory Group | 5,200 | $1.40M | 0.09% | −645−11.0% | Reduced |
| CoreCap Advisors, LLC | 5,205 | $1.40M | 0.06% | +3,465+199.1% | Added |
| Grant Private Wealth Management Inc | 5,214 | $1.40M | 1.51% | +1,592+44.0% | Added |
| Palumbo Wealth Management LLC | 5,231 | $1.40M | 0.47% | +1,286+32.6% | Added |
| RDA Financial Network | 5,241 | $1.41M | 0.42% | +553+11.8% | Added |
| Wealth Alliance Advisory Group, LLC | 5,254 | $1.41M | 0.29% | +730+16.1% | Added |
| Redwood Investment Management, LLC | 5,256 | $1.41M | 0.15% | +5,256 | New |
| Patriot Financial Group Insurance Agency, LLC | 5,273 | $1.42M | 0.19% | +992+23.2% | Added |
| St. Clair Advisors, LLC | 5,274 | $1.42M | 0.40% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 5,274 | $1.42M | 0.23% | +648+14.0% | Added |
| Brown, Lisle/Cummings, Inc. | 5,287 | $1.42M | 0.41% | −41−0.8% | Reduced |
| Fiduciary Family Office, LLC | 5,290 | $1.42M | 0.47% | +5,290 | New |
| Granite Investment Partners, LLC | 5,295 | $1.42M | 0.07% | +173+3.4% | Added |
| KG&L Capital Management,LLC | 5,312 | $1.43M | 0.46% | +1,924+56.8% | Added |
| Catalyst Financial Partners LLC | 5,315 | $1.43M | 0.26% | +96+1.8% | Added |
| Acorn Financial Advisory Services Inc | 5,327 | $1.43M | 0.26% | −468−8.1% | Reduced |
| Parcion Private Wealth LLC | 5,330 | $1.43M | 0.12% | −207−3.7% | Reduced |
| Stonebrook Private Inc. | 5,342 | $1.43M | 0.37% | +133+2.6% | Added |
| David Loasby | 5,621 | $1.43M | 0.14% | +169+3.1% | Added |
| Palacios Wealth Management, LLC | 5,346 | $1.43M | 1.32% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 5,360 | $1.44M | 0.04% | +548+11.4% | Added |
| Drive Wealth Management, LLC | 5,360 | $1.44M | 0.34% | +2,823+111.3% | Added |
| Aventura Private Wealth, LLC | 5,376 | $1.44M | 0.76% | +935+21.1% | Added |
| KRS Capital Management, LLC | 5,386 | $1.45M | 1.15% | +25+0.5% | Added |
| Ballast, Inc. | 5,408 | $1.45M | 0.41% | +276+5.4% | Added |
| Choate Investment Advisors | 5,414 | $1.45M | 0.04% | +72+1.3% | Added |
| Princeton Capital Management LLC | 5,419 | $1.45M | 0.51% | +5,419 | New |
| Gemmer Asset Management LLC | 5,421 | $1.45M | 0.15% | +1,443+36.3% | Added |
| Aspiriant, LLC | 5,432 | $1.46M | 0.05% | −1,153−17.5% | Reduced |
| Prosperity Consulting Group, LLC | 5,434 | $1.46M | 0.11% | +130+2.5% | Added |
| Transcend Wealth Collective, LLC | 5,439 | $1.46M | 0.11% | −761−12.3% | Reduced |
| Thor Investment Management Inc | 5,444 | $1.46M | 1.07% | +211+4.0% | Added |
| Guerra Pan Advisors, LLC | 5,449 | $1.46M | 1.15% | −4−0.1% | Reduced |
| Paragon Private Wealth Management, LLC | 5,464 | $1.47M | 0.68% | +202+3.8% | Added |
| Legal Advantage Investments, Inc. | 5,471 | $1.47M | 0.79% | −25−0.5% | Reduced |
| Johnson Financial Group, Inc. | 5,502 | $1.48M | 0.07% | +1,012+22.5% | Added |
| Apella Capital, LLC | 5,571 | $1.48M | 0.05% | +96+1.8% | Added |
| Bridgefront Capital, LLC | 5,508 | $1.48M | 0.43% | +5,508 | New |
| Plancorp, LLC | 5,536 | $1.49M | 0.06% | −89−1.6% | Reduced |
| Claro Advisors LLC | 5,537 | $1.49M | 0.20% | −61−1.1% | Reduced |
| Simplicity Wealth,LLC | 5,563 | $1.49M | 0.12% | +4,021+260.8% | Added |
| Mainstay Capital Management LLC | 5,573 | $1.50M | 0.21% | −81−1.4% | Reduced |
| Cornerstone National Bank & Trust Co | 5,584 | $1.50M | 0.67% | −351−5.9% | Reduced |
| Evoke Wealth, LLC | 5,622 | $1.51M | 0.04% | +153+2.8% | Added |
| Lazari Capital Management, Inc. | 5,623 | $1.51M | 0.62% | +117+2.1% | Added |
| Clare Market Investments LLC | 5,632 | $1.51M | 0.40% | −20−0.4% | Reduced |
| Keudell/Morrison Wealth Management | 5,648 | $1.52M | 0.36% | +306+5.7% | Added |
| NorthStar Asset Management LLC | 5,658 | $1.52M | 0.95% | +482+9.3% | Added |
| GAM Holding AG | 5,664 | $1.52M | 0.12% | +862+18.0% | Added |
| Lecap Asset Management Ltd | 5,678 | $1.52M | 0.36% | −2,878−33.6% | Reduced |
| Next Century Growth Investors LLC | 5,690 | $1.53M | 0.14% | +5,690 | New |
| Delaney Dennis R | 5,694 | $1.53M | 0.83% | +2,266+66.1% | Added |
| Gsa Capital Partners LLP | 5,710 | $1.53M | 0.14% | +3,982+230.4% | Added |
| Gilbert & Cook, Inc. | 5,718 | $1.53M | 0.22% | −13−0.2% | Reduced |
| Tower Trust & Investment Co | 5,719 | $1.54M | 1.24% | +5,719 | New |
| Royal Fund Management, LLC | 5,729 | $1.54M | 0.18% | +5,729 | New |
| Renasant Bank | 5,729 | $1.54M | 1.02% | −83−1.4% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 5,759 | $1.55M | 0.58% | +1,167+25.4% | Added |
| Community Bank, N.A. | 5,767 | $1.55M | 0.21% | +238+4.3% | Added |
| Castle Wealth Management LLC | 5,774 | $1.55M | 0.61% | +190+3.4% | Added |
| Bowman & Co S.C. | 5,767 | $1.55M | 0.76% | +451+8.5% | Added |
| CX Institutional | 5,785 | $1.55M | 0.06% | −73−1.2% | Reduced |
| Scott & Selber, Inc. | 5,811 | $1.56M | 0.50% | +7+0.1% | Added |
| Mfg Wealth Management, Inc. | 5,816 | $1.56M | 1.49% | −491−7.8% | Reduced |
| Ramirez Asset Management, Inc. | 5,824 | $1.56M | 0.33% | −162−2.7% | Reduced |
| Savvy Advisors, Inc. | 5,828 | $1.56M | 0.16% | +1,031+21.5% | Added |
| Trivant Custom Portfolio Group, LLC | 5,829 | $1.56M | 0.90% | −152−2.5% | Reduced |
| 1st Source Bank | 5,839 | $1.57M | 0.09% | +370+6.8% | Added |
| Eos Management, L.P. | 5,843 | $1.57M | 0.70% | 00.0% | Unchanged |
| Riverview Capital Advisers, LLC | 5,845 | $1.57M | 0.49% | −5−0.1% | Reduced |
| Abc Arbitrage SA | 5,853 | $1.57M | 0.29% | +1,439+32.6% | Added |
| Perennial Investment Advisors, LLC | 5,863 | $1.57M | 0.18% | +1,734+42.0% | Added |
| West Branch Capital LLC | 5,871 | $1.58M | 0.53% | +1,648+39.0% | Added |
| Kirtland Hills Capital Management, LLC | 6,373 | $1.58M | 0.96% | +1,380+27.6% | Added |
| NVWM, LLC | 6,000 | $1.58M | 0.42% | +56+0.9% | Added |
| Doliver Advisors, LP | 5,894 | $1.58M | 0.44% | +112+1.9% | Added |
| Redmond Asset Management, LLC | 5,902 | $1.58M | 0.41% | +18+0.3% | Added |
| IMA Wealth, Inc. | 5,905 | $1.58M | 0.19% | −219−3.6% | Reduced |
| Fiduciary Group LLC | 5,923 | $1.59M | 0.16% | −214−3.5% | Reduced |
| First Pacific Financial | 5,952 | $1.60M | 0.32% | −797−11.8% | Reduced |