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 |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 302 | $81.2K | 0.02% | +166+122.1% | Added |
| Ulland Investment Advisors, LLC | 309 | $83.0K | 0.07% | 00.0% | Unchanged |
| Bank of New Hampshire | 310 | $83.2K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 311 | $83.5K | 0.04% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 313 | $84.0K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 323 | $86.7K | 0.02% | +35+12.2% | Added |
| Bay Harbor Wealth Management, LLC | 324 | $86.9K | 0.03% | +10+3.2% | Added |
| Financial Perspectives, Inc | 327 | $87.8K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 331 | $88.8K | 0.01% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 333 | $89.4K | 0.09% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 333 | $89.4K | 0.02% | +156+88.1% | Added |
| Colonial Trust Advisors | 336 | $90.2K | 0.01% | +209+164.6% | Added |
| JCIC Asset Management Inc. | 347 | $93.1K | 0.04% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 351 | $94.2K | 0.32% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 352 | $94.4K | 0.29% | +352 | New |
| Smallwood Wealth Investment Management, LLC | 367 | $98.6K | 0.06% | +367 | New |
| Saudi Central Bank | 377 | $101.2K | 0.54% | +377 | New |
| Private Wealth Management Group, LLC | 377 | $101.2K | 0.04% | +20+5.6% | Added |
| Evergreen Private Wealth LLC | 384 | $103.0K | 0.05% | −75−16.3% | Reduced |
| American Capital Advisory, LLC | 385 | $103.3K | 0.06% | +25+6.9% | Added |
| Stonebridge Financial Group, LLC | 387 | $103.9K | 0.01% | +19+5.2% | Added |
| Beaird Harris Wealth Management, LLC | 388 | $104.3K | 0.01% | +21+5.7% | Added |
| Atlas Capital Advisors LLC | 395 | $106.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 398 | $106.8K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 400 | $107.3K | 0.05% | −84−17.4% | Reduced |
| City Holding Co | 405 | $108.7K | 0.02% | +54+15.4% | Added |
| Atwood & Palmer Inc | 408 | $109.6K | 0.01% | +28+7.4% | Added |
| FWL Investment Management, LLC | 422 | $113.2K | 0.04% | +12+2.9% | Added |
| Iron Horse Wealth Management, LLC | 422 | $113.3K | 0.04% | +170+67.5% | Added |
| Armstrong Advisory Group, Inc | 343 | $114.7K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 437 | $117.3K | 0.02% | +437 | New |
| Global Financial Private Client, LLC | 438 | $117.5K | 0.04% | +17+4.0% | Added |
| Ogorek Anthony Joseph | 442 | $118.0K | 0.04% | +119+36.8% | Added |
| Financial Management Professionals, Inc. | 440 | $118.2K | 0.02% | +34+8.4% | Added |
| WFA Asset Management Corp | 400 | $120.5K | 0.06% | +344+614.3% | Added |
| Frazier Financial Advisors, LLC | 453 | $121.4K | 0.09% | +33+7.9% | Added |
| Bell Investment Advisors, Inc | 462 | $124.0K | 0.02% | +2+0.4% | Added |
| Oakworth Capital, Inc. | 464 | $124.5K | 0.01% | +23+5.2% | Added |
| Caldwell Sutter Capital, Inc. | 469 | $125.9K | 0.06% | +211+81.8% | Added |
| Morse Asset Management, Inc | 469 | $125.9K | 0.03% | +431+1,134.2% | Added |
| Vision Financial Markets LLC | 478 | $128.1K | 0.14% | +168+54.2% | Added |
| WPG Advisers, LLC | 484 | $129.9K | 0.12% | +34+7.6% | Added |
| Fourth Dimension Wealth, LLC | 485 | $130.2K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 486 | $130.4K | 0.06% | +26+5.7% | Added |
| Perkins Coie Trust Co | 487 | $130.7K | 0.03% | +352+260.7% | Added |
| Acropolis Investment Management, LLC | 497 | $133.4K | 0.01% | +132+36.2% | Added |
| Optimum Investment Advisors | 500 | $134.2K | 0.06% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 506 | $135.7K | 0.11% | +2+0.4% | Added |
| Arlington Trust Co LLC | 506 | $135.8K | 0.03% | +419+481.6% | Added |
| JFS Wealth Advisors, LLC | 508 | $136.2K | 0.01% | +26+5.4% | Added |
| Bradley & Co. Private Wealth Management, LLC | 509 | $136.6K | 0.09% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 518 | $139.0K | 0.03% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 551 | $147.9K | 0.08% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 557 | $149.0K | 0.00% | −15−2.6% | Reduced |
| Hanson & Doremus Investment Management | 568 | $152.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 571 | $153.2K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 572 | $153.5K | 0.00% | +39+7.3% | Added |
| Bullock Wealth Management Group | 570 | $154.0K | 0.09% | −1,156−67.0% | Reduced |
| Sound Income Strategies, LLC | 580 | $155.7K | 0.01% | +8+1.4% | Added |
| Caas Capital Management LP | 583 | $156.5K | 0.07% | +583 | New |
| Dakota Community Bank & Trust NA | 591 | $158.6K | 0.76% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 596 | $159.9K | 0.02% | +596 | New |
| Park Square Financial Group, LLC | 599 | $160.8K | 0.13% | +30+5.3% | Added |
| Globeflex Capital L P | 600 | $161.0K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 610 | $163.4K | 0.07% | −273−30.9% | Reduced |
| Cornerstone Planning Group LLC | 665 | $166.6K | 0.04% | +327+96.7% | Added |
| Nova Wealth Management, Inc. | 636 | $170.7K | 0.15% | +175+38.0% | Added |
| GoalVest Advisory LLC | 667 | $179.0K | 0.05% | −2−0.3% | Reduced |
| Blume Capital Management, Inc. | 681 | $182.8K | 0.04% | −19−2.7% | Reduced |
| Bank of Jackson Hole Trust | 623 | $185.6K | 0.12% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 716 | $192.2K | 0.08% | −31−4.1% | Reduced |
| West Paces Advisors Inc. | 726 | $194.8K | 0.04% | 00.0% | Unchanged |
| Activest Wealth Management | 727 | $195.0K | 0.05% | +452+164.4% | Added |
| Pandora Wealth, Inc. | 735 | $197.2K | 0.13% | +735 | New |
| First Community Trust NA | 740 | $198.6K | 0.17% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 747 | $200.5K | 0.11% | −15−2.0% | Reduced |
| Cherrydale Wealth Management, LLC | 747 | $200.5K | 0.08% | +69+10.2% | Added |
| McAdam, LLC | 748 | $200.7K | 0.01% | −173−18.8% | Reduced |
| Tanager Wealth Management LLP | 749 | $201.0K | 0.03% | +59+8.6% | Added |
| Wellspring Financial Advisors, LLC | 750 | $201.2K | 0.02% | −17−2.2% | Reduced |
| Intellus Advisors LLC | 750 | $201.3K | 0.04% | −100−11.8% | Reduced |
| Riverview Trust Co | 751 | $201.5K | 0.20% | −18−2.3% | Reduced |
| Challenger Wealth Management | 752 | $201.8K | 0.16% | −96−11.3% | Reduced |
| Avory & Company, LLC | 752 | $201.9K | 0.13% | −24−3.1% | Reduced |
| Jackson Square Capital, LLC | 753 | $202.1K | 0.07% | −395−34.4% | Reduced |
| St. Louis Trust Co | 753 | $202.1K | 0.03% | +753 | New |
| Consolidated Planning Corp | 755 | $202.6K | 0.03% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 755 | $202.6K | 0.12% | +2+0.3% | Added |
| Wealthstar Advisors, LLC | 757 | $203.2K | 0.09% | −1,112−59.5% | Reduced |
| ClearAlpha Technologies LP | 761 | $204.2K | 0.18% | +761 | New |
| Abound Wealth Management | 762 | $204.4K | 0.07% | −34−4.3% | Reduced |
| Clark Asset Management, LLC | 762 | $204.4K | 0.03% | −66−8.0% | Reduced |
| Alpha Zero LLC | 762 | $204.5K | 0.16% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 763 | $204.8K | 0.14% | −2,499−76.6% | Reduced |
| Exchange Bank | 764 | $205.0K | 0.17% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 759 | $205.1K | 0.04% | +2+0.3% | Added |
| Mitchell Sinkler & Starr | 765 | $205.3K | 0.06% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 766 | $205.6K | 0.03% | +1+0.1% | Added |
| Jackson Thornton Asset Management, LLC | 832 | $205.8K | 0.03% | +832 | New |
| Maridea Wealth Management LLC | 767 | $205.8K | 0.07% | −41−5.1% | Reduced |