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 |
|---|---|---|---|---|---|
| Atlas Brown,Inc. | 7,115 | $1.91M | 0.67% | +18+0.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 7,119 | $1.91M | 0.90% | +170+2.4% | Added |
| Ellevest, Inc. | 7,120 | $1.91M | 0.13% | −862−10.8% | Reduced |
| Weaver Capital Management LLC | 7,127 | $1.91M | 0.51% | −349−4.7% | Reduced |
| Glynn Capital Management LLC | 7,143 | $1.92M | 0.50% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 7,144 | $1.92M | 0.19% | −17,328−70.8% | Reduced |
| AMG National Trust Bank | 7,164 | $1.92M | 0.05% | −1,121−13.5% | Reduced |
| Ingalls & Snyder LLC | 7,169 | $1.92M | 0.06% | −186−2.5% | Reduced |
| Koshinski Asset Management, Inc. | 7,182 | $1.93M | 0.16% | +92+1.3% | Added |
| United Asset Strategies, Inc. | 7,188 | $1.93M | 0.18% | −163−2.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,193 | $1.93M | 0.07% | −205−2.8% | Reduced |
| Caption Management, LLC | 7,200 | $1.93M | 0.09% | −3,000−29.4% | Reduced |
| AlphaStar Capital Management, LLC | 7,226 | $1.94M | 0.20% | +6,402+776.9% | Added |
| Dakota Wealth Management | 7,240 | $1.94M | 0.05% | −48,505−87.0% | Reduced |
| Cooper Financial Group | 7,241 | $1.94M | 0.26% | +668+10.2% | Added |
| Thrive Wealth Management, LLC | 7,245 | $1.94M | 0.37% | −537−6.9% | Reduced |
| Augustine Asset Management Inc | 7,246 | $1.94M | 0.57% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 7,246 | $1.94M | 0.35% | +151+2.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 7,260 | $1.95M | 0.88% | +597+9.0% | Added |
| Nilsine Partners, LLC | 7,267 | $1.95M | 0.21% | −196−2.6% | Reduced |
| Atala Financial Inc | 7,292 | $1.96M | 1.47% | +1,467+25.2% | Added |
| Resources Management Corp | 7,296 | $1.96M | 0.28% | +1,689+30.1% | Added |
| Perfromance Wealth Partners, LLC | 7,298 | $1.96M | 0.07% | −55−0.7% | Reduced |
| Orin Green Financial, LLC | 8,300 | $1.96M | 0.92% | – | – |
| Kentucky Trust Co | 7,315 | $1.96M | 1.17% | −95−1.3% | Reduced |
| Stoneridge Investment Partners LLC | 7,324 | $1.97M | 1.66% | −7,182−49.5% | Reduced |
| Hudson Canyon Capital Management | 7,325 | $1.97M | 1.38% | 00.0% | Unchanged |
| Burney Co | 7,335 | $1.97M | 0.07% | −1,065−12.7% | Reduced |
| Center for Financial Planning, Inc. | 7,362 | $1.98M | 0.25% | +12+0.2% | Added |
| Kerrisdale Advisers, LLC | 7,384 | $1.98M | 0.83% | −3,722−33.5% | Reduced |
| Stamos Capital Partners, L.P. | 7,414 | $1.99M | 0.52% | +2,924+65.1% | Added |
| Cardiff Park Advisors, LLC | 7,423 | $1.99M | 0.19% | +289+4.1% | Added |
| Coastline Trust Co | 7,425 | $1.99M | 0.25% | +1,090+17.2% | Added |
| Concord Wealth Partners | 7,443 | $2.00M | 0.33% | −85−1.1% | Reduced |
| Schechter Investment Advisors, LLC | 7,453 | $2.00M | 0.16% | −1,162−13.5% | Reduced |
| Concord Asset Management, LLC | 7,999 | $2.00M | 0.44% | +782+10.8% | Added |
| Cito Capital Group, LLC | 7,500 | $2.01M | 0.76% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 7,547 | $2.03M | 0.94% | −45−0.6% | Reduced |
| Icapital Wealth LLC | 7,547 | $2.03M | 1.23% | +2,477+48.9% | Added |
| Goelzer Investment Management, Inc. | 7,562 | $2.03M | 0.12% | +7,562 | New |
| Ameritas Advisory Services, LLC | 7,178 | $2.05M | 0.08% | −410−5.4% | Reduced |
| Arvest Investments, Inc. | 7,630 | $2.05M | 0.32% | +6,643+673.0% | Added |
| WSFS Capital Management, LLC | 7,636 | $2.05M | 0.12% | +233+3.1% | Added |
| Kidder Stephen W | 7,642 | $2.05M | 0.64% | +3,714+94.6% | Added |
| Beaumont Asset Management, L.L.C. | 7,642 | $2.05M | 1.24% | +16+0.2% | Added |
| TSFG, LLC | 7,642 | $2.05M | 0.42% | +16+0.2% | Added |
| EPG Wealth Management LLC | 7,648 | $2.05M | 0.57% | +395+5.4% | Added |
| Unique Wealth Strategies, LLC | 7,653 | $2.05M | 0.93% | −85−1.1% | Reduced |
| FCG Investment Co | 7,654 | $2.05M | 1.29% | +7,654 | New |
| Intrust Bank NA | 7,663 | $2.06M | 0.20% | +489+6.8% | Added |
| Nicolet Bankshares Inc | 7,679 | $2.06M | 0.41% | −377−4.7% | Reduced |
| Umpqua Bank | 7,697 | $2.07M | 0.71% | +294+4.0% | Added |
| Bangor Savings Bank | 7,707 | $2.07M | 0.20% | −155−2.0% | Reduced |
| Navalign, LLC | 7,712 | $2.07M | 0.59% | −93−1.2% | Reduced |
| Harfst & Associates, Inc. | 7,716 | $2.07M | 0.48% | +127+1.7% | Added |
| Integrity Alliance, LLC. | 7,737 | $2.08M | 0.08% | +6,578+567.6% | Added |
| Belpointe Asset Management LLC | 7,735 | $2.08M | 0.11% | +3,694+91.4% | Added |
| SWP Investment Management LLC | 7,756 | $2.08M | 2.60% | +7,756 | New |
| PFC Capital Group, Inc. | 7,764 | $2.08M | 1.05% | −106−1.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 7,765 | $2.08M | 0.32% | +24+0.3% | Added |
| Ascent Wealth Partners, LLC | 7,775 | $2.09M | 0.28% | +157+2.1% | Added |
| Field & Main Bank | 7,812 | $2.10M | 0.74% | +20.0% | Added |
| Pinnacle Holdings, LLC | 7,812 | $2.10M | 0.80% | −417−5.1% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,830 | $2.10M | 0.24% | +65+0.8% | Added |
| Steinberg Asset Management LLC | 7,843 | $2.10M | 1.71% | +1,523+24.1% | Added |
| Signet Financial Management, LLC | 7,874 | $2.11M | 0.29% | −126−1.6% | Reduced |
| Heritage Trust Co | 7,876 | $2.11M | 0.26% | +1,269+19.2% | Added |
| FOCUS Wealth Advisors, LLC | 7,890 | $2.12M | 1.17% | −197−2.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,923 | $2.13M | 0.19% | +108+1.4% | Added |
| South Dakota Investment Council | 7,928 | $2.13M | 0.04% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 7,930 | $2.13M | 0.20% | +30.0% | Added |
| Bell Bank | 7,940 | $2.13M | 0.12% | −657−7.6% | Reduced |
| Rice Partnership, LLC | 7,942 | $2.13M | 0.44% | +7,942 | New |
| CMT Capital Markets Trading GmbH | 7,975 | $2.14M | 0.88% | +7,975 | New |
| Chickasaw Capital Management LLC | 7,980 | $2.14M | 0.08% | −185−2.3% | Reduced |
| Peterson Wealth Management | 7,987 | $2.14M | 1.44% | +262+3.4% | Added |
| Connective Capital Management, LLC | 7,989 | $2.14M | 1.97% | +7,989 | New |
| Mission Creek Capital Partners, Inc. | 8,050 | $2.16M | 0.52% | −270−3.2% | Reduced |
| Charter Research & Investment Group, Inc. | 8,052 | $2.16M | 1.65% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 8,055 | $2.16M | 0.77% | +146+1.8% | Added |
| Elmwood Wealth Management, Inc. | 8,077 | $2.17M | 0.89% | −85−1.0% | Reduced |
| Axq Capital, LP | 8,101 | $2.17M | 0.87% | +5,990+283.8% | Added |
| Congress Park Capital LLC | 8,123 | $2.18M | 0.83% | −314−3.7% | Reduced |
| DeDora Capital, Inc. | 8,125 | $2.18M | 0.63% | +46+0.6% | Added |
| Power Wealth Management LLC | 8,142 | $2.19M | 0.88% | +181+2.3% | Added |
| Twinbeech Capital LP | 8,190 | $2.20M | 0.04% | −8,830−51.9% | Reduced |
| Quest Partners LLC | 8,253 | $2.21M | 0.24% | +5,821+239.4% | Added |
| Polen Capital Management LLC | 8,257 | $2.22M | 0.01% | −11,325−57.8% | Reduced |
| Graypoint LLC | 8,265 | $2.22M | 0.14% | −105−1.3% | Reduced |
| Compton Wealth Advisory Group, LLC | 8,289 | $2.22M | 0.62% | +122+1.5% | Added |
| LifePlan Financial, LLC | 8,294 | $2.23M | 1.94% | +9+0.1% | Added |
| Sofos Investments, Inc. | 8,310 | $2.23M | 0.49% | +8,310 | New |
| Wealthspire Advisors, LLC | 8,324 | $2.23M | 0.01% | +426+5.4% | Added |
| StoneX Group Inc. | 8,328 | $2.24M | 0.12% | +518+6.6% | Added |
| Adviser Investments LLC | 8,375 | $2.25M | 0.03% | −2,651−24.0% | Reduced |
| Dover Advisors, LLC | 8,390 | $2.25M | 0.98% | +1,651+24.5% | Added |
| Shepherd Financial Partners LLC | 8,392 | $2.25M | 0.26% | +62+0.7% | Added |
| Wealthcare Advisory Partners LLC | 8,434 | $2.26M | 0.06% | −376−4.3% | Reduced |
| Verde Capital Management | 8,437 | $2.26M | 0.64% | +286+3.5% | Added |
| Stonegate Investment Group, LLC | 8,444 | $2.27M | 0.06% | +67+0.8% | Added |