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 |
|---|---|---|---|---|---|
| Vista Capital Partners, Inc. | 769 | $206.4K | 0.03% | −12−1.5% | Reduced |
| Cypress Advisory Group LLC | 769 | $206.4K | 0.19% | 00.0% | Unchanged |
| Vestor Capital, LLC | 771 | $207.0K | 0.02% | −41,617−98.2% | Reduced |
| Tufton Capital Management | 775 | $208.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 774 | $208.0K | 0.03% | −13−1.7% | Reduced |
| Montz Harcus Wealth Management LLC | 777 | $208.5K | 0.11% | +1+0.1% | Added |
| Rooted Wealth Advisors, Inc. | 867 | $208.7K | 0.09% | −125−12.6% | Reduced |
| Weatherly Asset Management L. P. | 778 | $208.8K | 0.02% | −35−4.3% | Reduced |
| RPS Advisory Solutions LLC | 780 | $209.2K | 0.15% | −108−12.2% | Reduced |
| Red Wave Investments LLC | 780 | $209.3K | 0.08% | −273−25.9% | Reduced |
| Laidlaw Wealth Management LLC | 781 | $209.6K | 0.62% | −3,622−82.3% | Reduced |
| Laffer Tengler Investments | 783 | $210.1K | 0.04% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 783 | $210.1K | 0.16% | 00.0% | Unchanged |
| Greenberg Financial Group | 1,128 | $210.6K | 0.09% | +1,128 | New |
| SGL Investment Advisors, Inc. | 753 | $210.6K | 0.11% | +15+2.0% | Added |
| Teramo Advisors, LLC | 786 | $210.9K | 0.09% | +786 | New |
| Prairie Wealth Advisors, Inc. | 788 | $211.5K | 0.10% | +34+4.5% | Added |
| Lockerman Financial Group, Inc. | 794 | $213.1K | 0.32% | −17−2.1% | Reduced |
| Affinity Capital Advisors, LLC | 836 | $213.2K | 0.04% | +197+30.8% | Added |
| ERn Financial, LLC | 798 | $214.2K | 0.03% | +13+1.7% | Added |
| USA Financial Portformulas Corp | 799 | $214.4K | 0.04% | +43+5.7% | Added |
| Cypress Capital Management LLC (WY) | 800 | $214.7K | 0.26% | 00.0% | Unchanged |
| Front Row Advisors LLC | 800 | $214.7K | 0.08% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 800 | $214.7K | 0.16% | 00.0% | Unchanged |
| Keyes, Stange & Wooten Wealth Management, LLC | 801 | $215.0K | 0.12% | −36−4.3% | Reduced |
| Crescent Grove Advisors, LLC | 801 | $215.0K | 0.02% | −249−23.7% | Reduced |
| Blossom Wealth Management | 803 | $215.5K | 0.43% | −26−3.1% | Reduced |
| Altus Wealth Group LLC | 803 | $215.6K | 0.10% | +90+12.6% | Added |
| Cascade Financial Partners, LLC | 805 | $216.0K | 0.03% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 806 | $216.3K | 0.04% | +20+2.5% | Added |
| Keyvantage Wealth, LLC | 806 | $216.3K | 0.11% | +806 | New |
| Global Endowment Management, LP | 808 | $216.8K | 0.03% | −883−52.2% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 812 | $217.9K | 0.43% | +40+5.2% | Added |
| LWM Advisory Services, LLC | 809 | $218.0K | 0.15% | +11+1.4% | Added |
| Financial Network Wealth Management LLC | 816 | $218.0K | 0.08% | 00.0% | Unchanged |
| waypoint wealth counsel | 813 | $218.1K | 0.14% | +813 | New |
| Redhawk Wealth Advisors, Inc. | 814 | $218.4K | 0.03% | −4−0.5% | Reduced |
| Riversedge Advisors, LLC | 814 | $218.4K | 0.05% | −1,210−59.8% | Reduced |
| Round Rock Advisors, LLC | 815 | $218.7K | 0.04% | −583−41.7% | Reduced |
| Austin Asset Management Co Inc | 815 | $218.8K | 0.05% | +175+27.3% | Added |
| New Covenant Trust Company, N.A. | 811 | $218.9K | 0.23% | +6+0.7% | Added |
| Carrera Capital Advisors | 817 | $219.2K | 0.05% | −20−2.4% | Reduced |
| Brueske Advisory Services, LLC | 819 | $219.8K | 0.21% | −20−2.4% | Reduced |
| TCI Wealth Advisors, Inc. | 819 | $219.8K | 0.02% | −811−49.8% | Reduced |
| Acorn Creek Capital LLC | 819 | $219.8K | 0.11% | −104−11.3% | Reduced |
| Hemington Wealth Management | 823 | $220.0K | 0.03% | +12+1.5% | Added |
| Hunter Associates Investment Management LLC | 817 | $220.0K | 0.03% | +70+9.4% | Added |
| Evanson Asset Management, LLC | 820 | $220.1K | 0.02% | −507−38.2% | Reduced |
| Old Port Advisors | 822 | $220.6K | 0.07% | −46−5.3% | Reduced |
| Auxano Advisors, LLC | 823 | $220.9K | 0.06% | −12−1.4% | Reduced |
| OneAscent Family Office, LLC | 821 | $221.0K | 0.21% | +821 | New |
| Leo Wealth, LLC | 824 | $221.1K | 0.03% | −4,881−85.6% | Reduced |
| My Personal CFO, LLC | 827 | $221.9K | 0.11% | −6−0.7% | Reduced |
| Strategic Financial Concepts, LLC | 827 | $221.9K | 0.04% | +217+35.6% | Added |
| Cahill Financial Advisors Inc | 828 | $222.3K | 0.03% | +23+2.9% | Added |
| Stiles Financial Services Inc | 833 | $223.8K | 0.09% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 835 | $224.1K | 0.19% | −1−0.1% | Reduced |
| SkyOak Wealth, LLC | 836 | $224.3K | 0.05% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 836 | $224.4K | 0.10% | +27+3.3% | Added |
| Total Wealth Planning & Management, Inc. | 839 | $225.2K | 0.23% | −11−1.3% | Reduced |
| Heritage Wealth Advisors | 840 | $225.4K | 0.01% | −5−0.6% | Reduced |
| Titleist Asset Management, LLC | 843 | $226.3K | 0.03% | +843 | New |
| Woodward Diversified Capital, LLC | 845 | $226.8K | 0.16% | +129+18.0% | Added |
| Corton Capital Inc. | 845 | $226.8K | 0.75% | +845 | New |
| Puff Wealth Management, LLC | 845 | $226.8K | 0.40% | −19−2.2% | Reduced |
| Wellington Shields & Co., LLC | 846 | $227.0K | 0.07% | +53+6.7% | Added |
| Rise Advisors, LLC | 846 | $227.1K | 0.10% | +52+6.5% | Added |
| Schnieders Capital Management LLC | 847 | $227.3K | 0.05% | +100+13.4% | Added |
| Old North State Wealth Management, LLC | 847 | $227.9K | 0.13% | +141+20.0% | Added |
| Legacy Wealth Management, LLC | 850 | $228.0K | 0.07% | +850 | New |
| Talisman Wealth Advisors LLC | 852 | $228.5K | 0.23% | +67+8.5% | Added |
| DT Investment Partners, LLC | 852 | $228.6K | 0.02% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 853 | $228.9K | 0.11% | −100−10.5% | Reduced |
| Total Clarity Wealth Management, Inc. | 686 | $229.3K | 0.07% | 00.0% | Unchanged |
| Byrne Financial Freedom, LLC | 856 | $229.7K | 0.13% | 00.0% | Unchanged |
| Poinciana Advisors Group, LLC | 858 | $230.3K | 0.24% | +858 | New |
| Altfest L J & Co Inc | 860 | $230.8K | 0.03% | −1,129−56.8% | Reduced |
| 1858 Wealth Management, LLC | 862 | $231.3K | 0.20% | −96−10.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 862 | $231.4K | 0.22% | +105+13.9% | Added |
| Security National Bank of So Dak | 866 | $232.4K | 0.13% | −7−0.8% | Reduced |
| CFO4Life Group, LLC | 866 | $232.4K | 0.04% | +94+12.2% | Added |
| Acorns Advisers, LLC | 869 | $233.0K | 0.00% | +189+27.8% | Added |
| Arcadia Investment Management Corp | 870 | $233.5K | 0.04% | +15+1.8% | Added |
| Retirement Planning Group | 871 | $233.8K | 0.01% | +269+44.7% | Added |
| Granite Group Advisors, LLC | 872 | $234.0K | 0.16% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 873 | $234.2K | 0.03% | +873 | New |
| Capital Advisors Inc | 873 | $234.3K | 0.00% | +87+11.1% | Added |
| Ethos Financial Group, LLC | 707 | $236.6K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 882 | $237.0K | 0.13% | −81−8.4% | Reduced |
| Burkett Financial Services, LLC | 884 | $237.2K | 0.10% | +1+0.1% | Added |
| BlueStem Wealth Partners, LLC | 886 | $237.7K | 0.03% | +7+0.8% | Added |
| Main Street Financial Solutions, LLC | 888 | $238.3K | 0.02% | −894−50.2% | Reduced |
| Rialto Wealth Management, LLC | 889 | $238.7K | 0.07% | +12+1.4% | Added |
| Verus Capital Partners, LLC | 892 | $239.4K | 0.02% | +100+12.6% | Added |
| Blalock Williams, LLC | 894 | $239.9K | 0.27% | +109+13.9% | Added |
| Hoxton Planning & Management, LLC | 896 | $240.5K | 0.09% | −20−2.2% | Reduced |
| Moloney Securities Asset Management, LLC | 896 | $240.5K | 0.03% | −4,195−82.4% | Reduced |
| Elk River Wealth Management, LLC | 897 | $240.7K | 0.05% | 00.0% | Unchanged |
| Ariadne Wealth Management, LP | 876 | $241.2K | 0.13% | +86+10.9% | Added |
| Sustainable Insight Capital Management, LLC | 899 | $241.3K | 0.12% | −2,512−73.6% | Reduced |