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 |
|---|---|---|---|---|---|
| Smith, Salley & Associates | 8,466 | $2.27M | 0.15% | +3,024+55.6% | Added |
| Bridgeway Capital Management, LLC | 8,470 | $2.27M | 0.06% | +3,970+88.2% | Added |
| Burns J W & Co Inc | 8,493 | $2.28M | 0.30% | −502−5.6% | Reduced |
| Nelson Capital Management, LLC | 8,494 | $2.28M | 0.39% | +312+3.8% | Added |
| EverSource Wealth Advisors, LLC | 8,510 | $2.28M | 0.13% | +1,082+14.6% | Added |
| Resonant Capital Advisors, LLC | 8,528 | $2.29M | 0.16% | +569+7.1% | Added |
| Skopos Labs, Inc. | 8,544 | $2.29M | 0.50% | +950+12.5% | Added |
| Agate Pass Investment Management, LLC | 8,585 | $2.30M | 0.99% | +1,364+18.9% | Added |
| Kampmann Melissa S. | 8,609 | $2.31M | 1.83% | +150+1.8% | Added |
| Coastal Bridge Advisors, LLC | 8,673 | $2.33M | 0.33% | +7,889+1,006.3% | Added |
| Sender Co & Partners, Inc. | 8,688 | $2.33M | 1.73% | +8,688 | New |
| Chicago Partners Investment Group LLC | 8,382 | $2.33M | 0.08% | +466+5.9% | Added |
| Triangle Securities Wealth Management | 8,719 | $2.34M | 0.60% | −53−0.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,738 | $2.34M | 0.06% | +2,672+44.0% | Added |
| First County Bank | 8,745 | $2.35M | 1.30% | +3,878+79.7% | Added |
| Clear Harbor Asset Management, LLC | 8,788 | $2.36M | 0.19% | +1,008+13.0% | Added |
| Carmignac Gestion | 8,792 | $2.36M | 0.04% | +4,107+87.7% | Added |
| Centiva Capital, LP | 8,798 | $2.36M | 0.14% | +8,123+1,203.4% | Added |
| Boomfish Wealth Group, LLC | 8,807 | $2.36M | 1.53% | −84−0.9% | Reduced |
| Herbst Group, LLC | 8,810 | $2.36M | 1.67% | −200−2.2% | Reduced |
| RMR Wealth Builders | 8,833 | $2.37M | 0.25% | +623+7.6% | Added |
| Wealth Alliance | 8,849 | $2.37M | 0.29% | +1,035+13.2% | Added |
| UBS Oconnor LLC | 8,896 | $2.39M | 0.06% | −25,000−73.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 8,901 | $2.39M | 0.68% | −253−2.8% | Reduced |
| Citizens & Northern Corp | 8,913 | $2.39M | 0.67% | −123−1.4% | Reduced |
| Diversify Advisory Services, LLC | 8,977 | $2.40M | 0.15% | +1,619+22.0% | Added |
| Howard Capital Management Inc. | 8,971 | $2.41M | 0.06% | +2,681+42.6% | Added |
| L.M. Kohn & Company | 8,989 | $2.41M | 0.63% | +626+7.5% | Added |
| Inspire Trust Co, N.A. | 9,000 | $2.42M | 0.57% | +3,500+63.6% | Added |
| Little House Capital LLC | 9,045 | $2.43M | 0.67% | +411+4.8% | Added |
| Moneta Group Investment Advisors LLC | 9,055 | $2.43M | 0.03% | −877−8.8% | Reduced |
| DSG Capital Advisors, LLC | 9,089 | $2.44M | 0.49% | −593−6.1% | Reduced |
| Sphera Funds Management Ltd. | 9,100 | $2.44M | 0.60% | +9,100 | New |
| Invst, LLC | 9,150 | $2.46M | 0.34% | −8,268−47.5% | Reduced |
| Smartleaf Asset Management LLC | 9,098 | $2.46M | 0.24% | +352+4.0% | Added |
| Good Life Advisors, LLC | 9,190 | $2.47M | 0.17% | +7,401+413.7% | Added |
| Ameritas Investment Partners, Inc. | 9,230 | $2.48M | 0.09% | −85−0.9% | Reduced |
| Secure Asset Management, LLC | 9,244 | $2.48M | 0.50% | +1,893+25.8% | Added |
| Aft, Forsyth & Sober, LLC | 9,250 | $2.48M | 0.87% | +100+1.1% | Added |
| Principle Wealth Partners LLC | 9,259 | $2.48M | 0.18% | +50+0.5% | Added |
| Boltwood Capital Management | 9,265 | $2.49M | 0.76% | −183−1.9% | Reduced |
| HighVista Strategies LLC | 9,285 | $2.49M | 0.96% | −300−3.1% | Reduced |
| Naviter Wealth, LLC | 9,231 | $2.49M | 0.30% | +42+0.5% | Added |
| Connable Office Inc | 9,320 | $2.50M | 0.27% | −143−1.5% | Reduced |
| Processus Wealth & Capital Management, LLC | 9,325 | $2.50M | 2.13% | +64+0.7% | Added |
| Cigna Investments Inc | 9,330 | $2.50M | 0.47% | −206−2.2% | Reduced |
| Keeler Thomas Management LLC | 9,331 | $2.50M | 1.23% | −5,013−34.9% | Reduced |
| Voya Financial Advisors, Inc. | 9,281 | $2.51M | 0.28% | −169−1.8% | Reduced |
| Aperture Investors, LLC | 9,338 | $2.51M | 0.38% | −5,277−36.1% | Reduced |
| Davidson Capital Management Inc. | 9,339 | $2.51M | 0.68% | −3,850−29.2% | Reduced |
| Private Trust Co NA | 9,344 | $2.51M | 0.26% | +756+8.8% | Added |
| Sowell Financial Services LLC | 9,345 | $2.51M | 0.11% | +9,345 | New |
| Maytus Capital Management, LLC | 9,371 | $2.51M | 0.77% | −19,629−67.7% | Reduced |
| Premier Path Wealth Partners, LLC | 9,416 | $2.53M | 0.39% | +560+6.3% | Added |
| Zhang Financial LLC | 9,417 | $2.53M | 0.13% | +2,390+34.0% | Added |
| CFC Planning Co LLC | 9,427 | $2.53M | 2.76% | +815+9.5% | Added |
| Cetera Trust Company, N.A | 9,436 | $2.53M | 1.61% | −150−1.6% | Reduced |
| Paradigm Asset Management Co LLC | 9,450 | $2.54M | 0.67% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 9,459 | $2.54M | 0.11% | −632−6.3% | Reduced |
| Eagle Strategies LLC | 9,479 | $2.54M | 0.44% | +7,390+353.8% | Added |
| Missouri Trust & Investment Co | 9,485 | $2.55M | 0.89% | +113+1.2% | Added |
| Welch & Forbes LLC | 9,526 | $2.56M | 0.03% | +131+1.4% | Added |
| XTX Topco Ltd | 9,533 | $2.56M | 0.13% | −4,039−29.8% | Reduced |
| Financial Advocates Investment Management | 9,579 | $2.57M | 0.18% | +412+4.5% | Added |
| Shorepoint Capital Partners LLC | 9,622 | $2.58M | 0.58% | +957+11.0% | Added |
| Valley National Advisers Inc | 9,644 | $2.59M | 0.47% | +313+3.4% | Added |
| United Bank | 9,698 | $2.60M | 1.08% | +1,430+17.3% | Added |
| Element Capital Management LLC | 9,712 | $2.61M | 0.65% | +9,712 | New |
| Douglass Winthrop Advisors, LLC | 9,786 | $2.63M | 0.05% | −760−7.2% | Reduced |
| Tiemann Investment Advisors, LLC | 9,826 | $2.64M | 1.20% | −50−0.5% | Reduced |
| Norway Savings Bank | 9,846 | $2.64M | 1.50% | +231+2.4% | Added |
| Unique Wealth, LLC | 9,922 | $2.66M | 0.50% | +2,083+26.6% | Added |
| Nikulski Financial, Inc. | 9,945 | $2.67M | 0.81% | +200+2.1% | Added |
| Ronald Blue Trust, Inc. | 9,956 | $2.67M | 0.03% | +865+9.5% | Added |
| Aft, Forsyth & Company, Inc. | 9,964 | $2.67M | 1.44% | +100+1.0% | Added |
| Advisors Preferred, LLC | 9,900 | $2.67M | 0.36% | +9,900 | New |
| Columbus Hill Capital Management, L.P. | 10,000 | $2.68M | 0.57% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 10,006 | $2.69M | 1.75% | +50.0% | Added |
| Penserra Capital Management LLC | 10,015 | $2.69M | 0.05% | −4,834−32.6% | Reduced |
| Bay Rivers Group | 10,010 | $2.69M | 1.41% | −137−1.4% | Reduced |
| Perpetual Ltd | 10,022 | $2.69M | 0.03% | +2,097+26.5% | Added |
| Joseph Group Capital Management | 10,073 | $2.70M | 1.03% | +1,268+14.4% | Added |
| Graphene Investments SAS | 10,100 | $2.71M | 1.98% | +1,300+14.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 10,121 | $2.72M | 0.54% | +1,051+11.6% | Added |
| Axxcess Wealth Management, LLC | 10,121 | $2.72M | 0.07% | −1,411−12.2% | Reduced |
| Sculati Wealth Management, LLC | 10,133 | $2.72M | 1.10% | −10−0.1% | Reduced |
| Segment Wealth Management, LLC | 10,179 | $2.73M | 0.18% | +641+6.7% | Added |
| M&G Plc | 10,223 | $2.74M | 0.01% | −3,411−25.0% | Reduced |
| Moody National Bank Trust Division | 10,215 | $2.74M | 0.29% | +24+0.2% | Added |
| Point72 Hong Kong Ltd | 10,224 | $2.74M | 0.20% | −4,997−32.8% | Reduced |
| Scharf Investments, LLC | 10,233 | $2.75M | 0.08% | −129−1.2% | Reduced |
| Mather Group, LLC. | 10,235 | $2.75M | 0.03% | +6,809+198.7% | Added |
| Venturi Wealth Management, LLC | 10,261 | $2.75M | 0.14% | +342+3.4% | Added |
| Strategic Advisors LLC | 10,269 | $2.76M | 0.53% | −15,261−59.8% | Reduced |
| Archford Capital Strategies, LLC | 10,271 | $2.76M | 0.40% | +2,247+28.0% | Added |
| Pictet North America Advisors SA | 10,287 | $2.76M | 0.28% | +338+3.4% | Added |
| Highland Capital Management, LLC | 10,292 | $2.76M | 0.17% | −2,633−20.4% | Reduced |
| Exchange Traded Concepts, LLC | 10,317 | $2.77M | 0.05% | +6,290+156.2% | Added |
| Kestra Investment Management, LLC | 10,323 | $2.77M | 0.09% | +6,632+179.7% | Added |
| OV Management LLC | 10,324 | $2.77M | 1.30% | −1,498−12.7% | Reduced |