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; 2,492 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
- 2,956
- −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
- 1,487 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| DiNuzzo Private Wealth, Inc. | 86 | $23.1K | 0.00% | +2+2.4% | Added |
| Tradewinds Capital Management, LLC | 89 | $23.9K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 89 | $23.9K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 91 | $24.4K | 0.03% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 92 | $24.7K | 0.02% | +92 | New |
| Asset Planning,Inc | 93 | $25.0K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 93 | $25.1K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 94 | $25.3K | 0.00% | −137−59.3% | Reduced |
| Collier Financial | 95 | $25.4K | 0.02% | +1+1.1% | Added |
| Operose Advisors LLC | 96 | $25.8K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 97 | $26.2K | 0.02% | 00.0% | Unchanged |
| Trust Co | 98 | $26.3K | 0.00% | +38+63.3% | Added |
| Cedar Mountain Advisors, LLC | 99 | $26.6K | 0.01% | −3−2.9% | Reduced |
| Crowley Wealth Management, Inc. | 100 | $26.8K | 0.03% | −100−50.0% | Reduced |
| Atlantic Private Wealth, LLC | 100 | $26.8K | 0.02% | −2−2.0% | Reduced |
| Tacita Capital Inc | 100 | $26.8K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 101 | $27.1K | 0.01% | −300−74.8% | Reduced |
| Robinswood Financial LLC | 102 | $27.4K | 0.01% | +67+191.4% | Added |
| Granite FO LLC | 103 | $27.6K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 105 | $28.2K | 0.01% | −63−37.5% | Reduced |
| Longview Financial Advisors LLC | 105 | $28.2K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 109 | $29.1K | 0.02% | +1+0.9% | Added |
| 1620 Investment Advisors, Inc. | 110 | $29.4K | 0.02% | −58−34.5% | Reduced |
| Barrett & Company, Inc. | 110 | $29.5K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 110 | $29.5K | 0.03% | +90+450.0% | Added |
| CBIZ Investment Advisory Services, LLC | 112 | $30.1K | 0.00% | +85+314.8% | Added |
| Ruedi Wealth Management, Inc. | 113 | $30.3K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 113 | $30.5K | 0.03% | +3+2.7% | Added |
| Abound Financial, LLC | 114 | $30.6K | 0.02% | +114 | New |
| Gables Capital Management Inc. | 116 | $31.1K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 117 | $31.4K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 118 | $31.7K | 0.01% | +11+10.3% | Added |
| Aspect Partners, LLC | 119 | $31.9K | 0.02% | −1−0.8% | Reduced |
| Medallion Wealth Advisors, LLC | 123 | $33.2K | 0.02% | +22+21.8% | Added |
| Pingora Partners LLC | 125 | $33.5K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 128 | $34.5K | 0.05% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 130 | $34.9K | 0.00% | +25+23.8% | Added |
| VSM Wealth Advisory, LLC | 135 | $36.2K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 144 | $36.7K | 0.02% | 00.0% | Unchanged |
| ZynergyRetirementPlanningLLC | 110 | $36.8K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 138 | $37.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 139 | $37.3K | 0.01% | −21−13.1% | Reduced |
| Provenance Wealth Advisors, LLC | 141 | $37.8K | 0.01% | +116+464.0% | Added |
| IAG Wealth Partners, LLC | 150 | $40.3K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 154 | $41.3K | 0.05% | +89+136.9% | Added |
| Graney & King, LLC | 161 | $43.2K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 164 | $44.1K | 0.00% | −71−30.2% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 165 | $44.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 165 | $44.3K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 167 | $44.8K | 0.02% | +50+42.7% | Added |
| Richardson Capital Management LLC | 172 | $46.2K | 0.03% | +2+1.2% | Added |
| LFA - Lugano Financial Advisors SA | 172 | $46.2K | 0.03% | +110+177.4% | Added |
| Vermillion Wealth Management, Inc. | 172 | $46.3K | 0.01% | +100+138.9% | Added |
| Disciplina Capital Management LLC | 174 | $46.7K | 0.01% | +93+114.8% | Added |
| Glass Jacobson Investment Advisors llc | 140 | $46.8K | 0.02% | 00.0% | Unchanged |
| Kings Path Partners LLC | 176 | $47.2K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 179 | $48.0K | 0.03% | +1+0.6% | Added |
| Pilgrim Partners Asia Pte Ltd | 180 | $48.3K | 0.05% | +180 | New |
| N.E.W. Advisory Services LLC | 182 | $48.7K | 0.00% | +182 | New |
| Tidemark, LLC | 182 | $48.8K | 0.02% | −18−9.0% | Reduced |
| Cedar Wealth Management, LLC | 187 | $50.2K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 188 | $50.5K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 190 | $51.0K | 0.04% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 196 | $52.6K | 0.01% | +60+44.1% | Added |
| Retirement Wealth Solutions LLC | 199 | $53.3K | 0.04% | −13−6.1% | Reduced |
| Ameliora Wealth Management Ltd. | 200 | $53.7K | 0.02% | 00.0% | Unchanged |
| SWAN Capital LLC | 200 | $53.7K | 0.02% | 00.0% | Unchanged |
| Breakwater Investment Management | 200 | $53.7K | 0.02% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 200 | $53.7K | 0.06% | +200 | New |
| HHM Wealth Advisors, LLC | 202 | $54.2K | 0.01% | +167+477.1% | Added |
| Sierra Ocean, LLC | 205 | $55.0K | 0.04% | +66+47.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 209 | $56.1K | 0.04% | +162+344.7% | Added |
| Clark Wealth Partners | 210 | $56.2K | 0.04% | +59+39.1% | Added |
| Bruce G. Allen Investments, LLC | 211 | $56.6K | 0.04% | −162−43.4% | Reduced |
| McIlrath & Eck, LLC | 212 | $57.0K | 0.01% | −231−52.1% | Reduced |
| Delta Asset Management LLC | 217 | $58.2K | 0.01% | −75−25.7% | Reduced |
| Whipplewood Advisors, LLC | 954 | $58.2K | 0.03% | +769+415.7% | Added |
| Noble Wealth Management PBC | 218 | $58.5K | 0.04% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 222 | $59.6K | 0.01% | −43−16.2% | Reduced |
| 1248 Management, LLC | 222 | $59.6K | 0.03% | +222 | New |
| Kiker Wealth Management, LLC | 222 | $59.6K | 0.04% | +222 | New |
| CGC Financial Services, LLC | 223 | $59.8K | 0.02% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 231 | $61.9K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 235 | $63.1K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 196 | $65.0K | 0.02% | 00.0% | Unchanged |
| Studio Investment Management LLC | 247 | $66.3K | 0.01% | −2,100−89.5% | Reduced |
| Virtus ETF Advisers LLC | 248 | $66.6K | 0.04% | −3,665−93.7% | Reduced |
| Financial Connections Group, Inc. | 263 | $70.0K | 0.03% | 00.0% | Unchanged |
| Binnacle Investments Inc | 261 | $70.0K | 0.05% | +261 | New |
| Proathlete Wealth Management LLC | 260 | $70.2K | 0.03% | +260 | New |
| First PREMIER Bank | 263 | $71.0K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 268 | $71.9K | 0.01% | −155−36.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 269 | $72.2K | 0.01% | −27−9.1% | Reduced |
| Crews Bank & Trust | 271 | $72.7K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 276 | $74.1K | 0.01% | +194+236.6% | Added |
| Union Savings Bank | 277 | $74.3K | 0.04% | +122+78.7% | Added |
| Northwest Capital Management Inc | 283 | $75.9K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 292 | $78.4K | 0.02% | 00.0% | Unchanged |
| Logan Capital Management Inc | 300 | $80.5K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 300 | $80.5K | 0.04% | +2+0.7% | Added |