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 |
|---|---|---|---|---|---|
| Millington Financial Advisors, LLC | 6,275 | $1.60M | 0.98% | +657+11.7% | Added |
| GraniteShares Advisors LLC | 5,974 | $1.60M | 1.02% | +126+2.2% | Added |
| Heartland Bank & Trust Co | 5,981 | $1.61M | 0.82% | +3,227+117.2% | Added |
| Stablepoint Partners, LLC | 5,988 | $1.61M | 0.29% | −191−3.1% | Reduced |
| Delta Financial Advisors LLC | 5,989 | $1.61M | 0.60% | +83+1.4% | Added |
| Asset Dedication, LLC | 6,007 | $1.61M | 0.13% | −198−3.2% | Reduced |
| Sabal Trust CO | 6,014 | $1.61M | 0.09% | +4,838+411.4% | Added |
| TRUE Private Wealth Advisors | 6,023 | $1.62M | 0.20% | +158+2.7% | Added |
| Embree Financial Group | 6,043 | $1.62M | 0.27% | +1,535+34.1% | Added |
| Beck Capital Management, LLC | 6,045 | $1.62M | 0.48% | −307−4.8% | Reduced |
| HF Advisory Group, LLC | 6,069 | $1.63M | 0.71% | −213−3.4% | Reduced |
| Lewis Asset Management, LLC | 6,070 | $1.63M | 1.35% | −130−2.1% | Reduced |
| Norden Group LLC | 6,097 | $1.64M | 0.19% | −2,134−25.9% | Reduced |
| Sanders Morris Harris LLC | 6,061 | $1.64M | 0.25% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 6,105 | $1.64M | 0.41% | −1,908−23.8% | Reduced |
| Legacy Advisors, LLC | 6,106 | $1.64M | 0.17% | +226+3.8% | Added |
| Everhart Financial Group, Inc. | 6,114 | $1.64M | 0.22% | +363+6.3% | Added |
| LMG Wealth Partners, LLC | 6,116 | $1.64M | 0.37% | +255+4.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 6,145 | $1.65M | 0.21% | −28,000−82.0% | Reduced |
| Convergence Financial, LLC | 6,148 | $1.65M | 0.32% | +361+6.2% | Added |
| Lindbrook Capital, LLC | 6,155 | $1.65M | 0.15% | +350+6.0% | Added |
| Quadcap Wealth Management, LLC | 6,169 | $1.66M | 0.24% | −62−1.0% | Reduced |
| PFG Investments, LLC | 6,192 | $1.66M | 0.11% | +163+2.7% | Added |
| MidWestOne Financial Group, Inc. | 6,193 | $1.66M | 0.24% | −656−9.6% | Reduced |
| Schmidt P J Investment Management Inc | 6,211 | $1.67M | 0.31% | −82−1.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,214 | $1.67M | 0.59% | +165+2.7% | Added |
| Jacobi Capital Management LLC | 6,241 | $1.67M | 0.12% | +159+2.6% | Added |
| AlphaCore Capital LLC | 6,252 | $1.68M | 0.14% | +2,314+58.8% | Added |
| Sound View Wealth Advisors Group, LLC | 6,325 | $1.70M | 0.14% | −1,019−13.9% | Reduced |
| Bard Financial Services, Inc. | 6,325 | $1.70M | 0.21% | −610−8.8% | Reduced |
| Generation Capital Management LLC | 6,343 | $1.70M | 1.53% | +1,105+21.1% | Added |
| Wealth Preservation Advisors, LLC | 6,345 | $1.70M | 1.22% | +6,345 | New |
| Callan Family Office, LLC | 6,351 | $1.70M | 0.13% | −139−2.1% | Reduced |
| Harold Davidson & Associates Inc. | 6,366 | $1.71M | 0.93% | −61−0.9% | Reduced |
| Canopy Partners, LLC | 6,371 | $1.71M | 0.67% | −10−0.2% | Reduced |
| St. Johns Investment Management Company, LLC | 6,394 | $1.72M | 0.85% | +90+1.4% | Added |
| Kaizen Financial Strategies | 6,396 | $1.72M | 0.99% | +71+1.1% | Added |
| Tealwood Asset Management Inc | 6,419 | $1.72M | 0.80% | −186−2.8% | Reduced |
| Park Place Capital Corp | 6,435 | $1.73M | 0.47% | −143−2.2% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 6,435 | $1.73M | 0.25% | +588+10.1% | Added |
| GTS Securities LLC | 6,456 | $1.73M | 0.07% | −994−13.3% | Reduced |
| Legacy Financial Advisors, Inc. | 6,461 | $1.73M | 0.29% | −94−1.4% | Reduced |
| Mainstream Capital Management LLC | 6,498 | $1.74M | 1.38% | +89+1.4% | Added |
| Deltec Asset Management LLC | 6,500 | $1.74M | 0.37% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 6,494 | $1.75M | 0.30% | −1,117−14.7% | Reduced |
| Glen Eagle Advisors, LLC | 6,505 | $1.75M | 0.29% | +1,346+26.1% | Added |
| Future Fund LLC | 6,511 | $1.75M | 2.25% | +3,295+102.5% | Added |
| Optimize Financial Inc | 6,523 | $1.75M | 0.66% | −465−6.7% | Reduced |
| Bowen Hanes & Co Inc | 6,525 | $1.75M | 0.05% | −107,855−94.3% | Reduced |
| Central Bank & Trust Co | 6,535 | $1.75M | 0.29% | +207+3.3% | Added |
| WP Advisors, LLC | 6,538 | $1.75M | 0.58% | −31−0.5% | Reduced |
| Charter Oak Capital Management, LLC | 6,542 | $1.76M | 0.16% | −309−4.5% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 6,545 | $1.76M | 0.82% | +6,545 | New |
| Belmont Capital, LLC | 6,570 | $1.76M | 0.32% | +1,570+31.4% | Added |
| Lodestar Private Asset Management LLC | 6,591 | $1.77M | 0.22% | +20.0% | Added |
| Princeton Global Asset Management LLC | 6,604 | $1.77M | 0.35% | +255+4.0% | Added |
| Raab & Moskowitz Asset Management LLC | 6,622 | $1.78M | 0.45% | +753+12.8% | Added |
| Oak Thistle LLC | 6,629 | $1.78M | 0.36% | +6,629 | New |
| 1776 Wealth LLC | 6,640 | $1.78M | 0.82% | −26−0.4% | Reduced |
| Doheny Asset Management | 6,643 | $1.78M | 1.40% | −350−5.0% | Reduced |
| Regatta Capital Group, LLC | 6,646 | $1.78M | 0.35% | +129+2.0% | Added |
| Syon Capital LLC | 6,647 | $1.78M | 0.15% | +1,679+33.8% | Added |
| Keel Point, LLC | 6,656 | $1.79M | 0.14% | +716+12.1% | Added |
| AA Financial Advisors, LLC | 6,675 | $1.79M | 0.44% | +335+5.3% | Added |
| Platform Technology Partners | 6,686 | $1.79M | 0.52% | +867+14.9% | Added |
| Main Street Research LLC | 6,718 | $1.80M | 0.12% | −562−7.7% | Reduced |
| Virtu Financial LLC | 6,726 | $1.80M | 0.10% | −13,992−67.5% | Reduced |
| Boyd Watterson Asset Management LLC | 6,771 | $1.82M | 0.58% | −10−0.1% | Reduced |
| Semmax Financial Advisors Inc. | 6,598 | $1.82M | 0.49% | +297+4.7% | Added |
| Rossmore Private Capital | 6,809 | $1.83M | 0.22% | +489+7.7% | Added |
| Aaron Wealth Advisors | 6,810 | $1.83M | 0.21% | +442+6.9% | Added |
| Chicago Trust Co NA | 6,824 | $1.83M | 0.32% | +17+0.2% | Added |
| Maia Wealth LLC | 7,199 | $1.83M | 0.42% | +487+7.3% | Added |
| Grandview Asset Management LLC | 6,832 | $1.83M | 0.70% | +150+2.2% | Added |
| TLWM | 6,838 | $1.84M | 0.37% | +149+2.2% | Added |
| Northstar Group, Inc. | 6,852 | $1.84M | 0.30% | +78+1.2% | Added |
| Nations Financial Group Inc, | 6,868 | $1.84M | 0.14% | +58+0.9% | Added |
| BankPlus Trust Department | 6,910 | $1.85M | 0.62% | +138+2.0% | Added |
| Souders Financial Advisors | 6,913 | $1.86M | 0.26% | +2,732+65.3% | Added |
| Brandywine Managers, LLC | 6,913 | $1.86M | 2.23% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 6,915 | $1.86M | 0.40% | −644−8.5% | Reduced |
| Core Wealth Advisors, Inc. | 6,916 | $1.86M | 0.59% | −1,383−16.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 6,927 | $1.86M | 0.47% | +2,081+42.9% | Added |
| Saturna Capital CORP | 6,941 | $1.86M | 0.03% | +63+0.9% | Added |
| Berkshire Bank | 6,957 | $1.87M | 0.45% | −278−3.8% | Reduced |
| Strengthening Families & Communities, LLC | 6,982 | $1.87M | 1.14% | +201+3.0% | Added |
| Camden Capital, LLC | 6,957 | $1.87M | 0.20% | +59+0.9% | Added |
| Wolf Group Capital Advisors | 6,977 | $1.87M | 0.63% | −546−7.3% | Reduced |
| Central Valley Advisors, LLC | 6,981 | $1.87M | 0.71% | +401+6.1% | Added |
| Cove Private Wealth, LLC | 6,982 | $1.87M | 0.99% | +270+4.0% | Added |
| Ancora Advisors, LLC | 6,985 | $1.87M | 0.04% | +782+12.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 7,000 | $1.88M | 0.59% | −1,000−12.5% | Reduced |
| Allen Investment Management LLC | 7,009 | $1.88M | 0.02% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 7,011 | $1.88M | 0.26% | +7,011 | New |
| Capital Investment Advisors, LLC | 7,020 | $1.88M | 0.04% | +275+4.1% | Added |
| Nautilus Advisors LLC | 7,060 | $1.89M | 1.57% | −72−1.0% | Reduced |
| Signature Wealth Management Group | 7,103 | $1.91M | 0.74% | +266+3.9% | Added |
| Meiji Yasuda Life Insurance Co | 7,109 | $1.91M | 0.04% | −144−2.0% | Reduced |
| VeraBank, N.A. | 7,113 | $1.91M | 0.53% | −84−1.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 7,114 | $1.91M | 0.12% | +32+0.5% | Added |