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
- 2,955
- −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 | 2,492 | $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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 900 | $241.5K | 0.06% | +152+20.3% | Added |
| Alberta Investment Management Corp | 900 | $241.5K | 0.00% | −1,400−60.9% | Reduced |
| CSS LLC | 900 | $241.5K | 0.02% | −320−26.2% | Reduced |
| Postrock Partners LLC | 904 | $242.6K | 0.12% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 904 | $242.6K | 0.08% | −2−0.2% | Reduced |
| Covestor Ltd | 905 | $243.0K | 0.16% | −47−4.9% | Reduced |
| McLean Asset Management Corp | 996 | $243.1K | 0.08% | −204−17.0% | Reduced |
| RiverFront Investment Group, LLC | 910 | $244.2K | 0.01% | +244+36.6% | Added |
| Signal Advisors Wealth, LLC | 913 | $244.9K | 0.02% | −89−8.9% | Reduced |
| Kaufman Rossin Wealth, LLC | 914 | $245.3K | 0.18% | +914 | New |
| Abel Hall, LLC | 916 | $245.9K | 0.15% | −198−17.8% | Reduced |
| Forte Capital LLC | 921 | $247.2K | 0.03% | +99+12.0% | Added |
| Carbahal Olsen Financial Services Group, LLC | 925 | $248.2K | 0.24% | +925 | New |
| Center For Asset Management LLC | 925 | $248.2K | 0.15% | −39−4.0% | Reduced |
| Vawter Financial, Ltd. | 926 | $248.5K | 0.14% | +15+1.6% | Added |
| May Barnhard Investments LLC | 928 | $249.0K | 0.12% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 928 | $249.1K | 0.07% | +76+8.9% | Added |
| Fiera Capital Corp | 931 | $249.8K | 0.00% | +306+49.0% | Added |
| Spartan Planning & Wealth Management | 932 | $250.1K | 0.24% | −871−48.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 983 | $250.3K | 0.05% | −23−2.3% | Reduced |
| Full Sail Capital, LLC | 934 | $250.6K | 0.02% | +136+17.0% | Added |
| Signature Wealth Management Partners, LLC | 936 | $251.2K | 0.16% | −96−9.3% | Reduced |
| Yoffe Investment Management, LLC | 936 | $251.3K | 0.37% | −1−0.1% | Reduced |
| Lattice Capital Management, LLC | 938 | $251.7K | 0.26% | 00.0% | Unchanged |
| Janney Capital Management LLC | 941 | $253.0K | 0.02% | −352−27.2% | Reduced |
| Garner Asset Management Corp | 944 | $253.3K | 0.11% | 00.0% | Unchanged |
| Mirabaud & Cie SA | 945 | $253.6K | 0.09% | −40−4.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 946 | $253.9K | 0.04% | +55+6.2% | Added |
| Benchmark Financial Wealth Advisors, LLC | 947 | $254.0K | 0.10% | +947 | New |
| Aveo Capital Partners, LLC | 913 | $254.0K | 0.04% | −850−48.2% | Reduced |
| Berkshire Money Management, Inc. | 948 | $254.4K | 0.03% | +36+3.9% | Added |
| Figure 8 Investment Strategies LLC | 951 | $255.2K | 0.27% | −250−20.8% | Reduced |
| Money Concepts Capital Corp | 952 | $255.4K | 0.02% | +77+8.8% | Added |
| Warren Street Wealth Advisors, LLC | 956 | $256.6K | 0.10% | +60+6.7% | Added |
| Fortitude Advisory Group L.L.C. | 1,027 | $256.6K | 0.18% | −74−6.7% | Reduced |
| MainStreet Investment Advisors LLC | 958 | $257.1K | 0.04% | −171−15.1% | Reduced |
| Meriwether Wealth & Planning, LLC | 958 | $257.1K | 0.17% | +9+0.9% | Added |
| Farmers National Bank | 958 | $257.1K | 0.07% | +127+15.3% | Added |
| Motive Wealth Advisors | 959 | $257.4K | 0.14% | −109−10.2% | Reduced |
| Washington Trust Advisors, Inc. | 960 | $257.5K | 0.02% | +116+13.7% | Added |
| Bremer Bank National Association | 960 | $257.6K | 0.05% | +29+3.1% | Added |
| Somerset Group LLC | 960 | $257.6K | 0.23% | +173+22.0% | Added |
| TruNorth Capital Management, LLC | 960 | $257.6K | 0.06% | +945+6,300.0% | Added |
| Elgethun Capital Management | 961 | $257.8K | 0.06% | −183−16.0% | Reduced |
| ZWJ Investment Counsel Inc | 961 | $257.9K | 0.01% | −75−7.2% | Reduced |
| Vivaldi Capital Management, LLC | 961 | $257.9K | 0.04% | +172+21.8% | Added |
| Oak Hill Wealth Advisors, LLC | 962 | $258.2K | 0.06% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 963 | $258.3K | 0.19% | +963 | New |
| KDT Advisors, LLC | 967 | $259.5K | 0.38% | +38+4.1% | Added |
| Madrona Financial Services, LLC | 970 | $260.3K | 0.07% | −25−2.5% | Reduced |
| Highline Wealth Partners LLC | 971 | $260.6K | 0.09% | −14−1.4% | Reduced |
| Advanced Asset Management Advisors Inc | 975 | $261.7K | 0.07% | 00.0% | Unchanged |
| ORG Partners LLC | 969 | $261.8K | 0.06% | −2,723−73.8% | Reduced |
| Aurora Private Wealth, Inc. | 976 | $262.0K | 0.21% | +5+0.5% | Added |
| Collective Family Office LLC | 978 | $262.5K | 0.07% | −80−7.6% | Reduced |
| Counterweight Ventures, LLC | 978 | $262.5K | 0.19% | −15−1.5% | Reduced |
| Wambolt & Associates, LLC | 972 | $262.6K | 0.09% | −55−5.4% | Reduced |
| Hobbs Wealth Management, LLC | 981 | $263.3K | 0.29% | +110+12.6% | Added |
| Brio Consultants, LLC | 983 | $263.8K | 0.04% | −1,336−57.6% | Reduced |
| Holistic Planning, LLC | 985 | $264.3K | 0.09% | +91+10.2% | Added |
| Sawgrass Asset Management LLC | 986 | $264.6K | 0.03% | +986 | New |
| Alpine Bank Wealth Management | 986 | $264.6K | 0.04% | +986 | New |
| Transce3nd, LLC | 987 | $264.6K | 0.12% | −161−14.0% | Reduced |
| Archetype Wealth Partners | 986 | $265.0K | 0.04% | −19−1.9% | Reduced |
| Colonial Trust Co | 994 | $266.6K | 0.04% | −93−8.6% | Reduced |
| Seven Springs Wealth Group, LLC | 995 | $267.0K | 0.10% | −3,201−76.3% | Reduced |
| Cura Wealth Advisors, LLC | 998 | $267.8K | 0.11% | 00.0% | Unchanged |
| Highview Capital Management LLC | 1,000 | $268.4K | 0.11% | 00.0% | Unchanged |
| Clifford Group, LLC | 1,000 | $268.4K | 0.25% | +23+2.4% | Added |
| Coordinated Financial Services, Inc. | 1,001 | $268.5K | 0.21% | +1,001 | New |
| Infrastructure Capital Advisors, LLC | 1,001 | $268.6K | 0.03% | −800−44.4% | Reduced |
| MRP Capital Investments, LLC | 1,006 | $270.0K | 0.25% | 00.0% | Unchanged |
| Kames Capital plc | 1,009 | $270.6K | 0.00% | +950+1,610.2% | Added |
| Retirement Solution Inc. | 1,011 | $271.3K | 0.08% | +1,011 | New |
| Panoramic Capital Partners, LLC | 1,112 | $271.3K | 0.28% | +446+67.0% | Added |
| Astoria Portfolio Advisors LLC. | 1,085 | $271.7K | 0.09% | −102−8.6% | Reduced |
| Insight Advisors, LLC | 1,012 | $271.7K | 0.05% | −23−2.2% | Reduced |
| LifeWealth Investments, LLC | 1,013 | $271.9K | 0.06% | +96+10.5% | Added |
| Aspen Grove Capital, LLC | 1,015 | $272.4K | 0.05% | +46+4.7% | Added |
| LexAurum Advisors, LLC | 1,017 | $272.9K | 0.05% | −51−4.8% | Reduced |
| Somerset Trust Co | 1,017 | $272.9K | 0.10% | +151+17.4% | Added |
| Mosaic Family Wealth Partners, LLC | 1,018 | $273.2K | 0.04% | −158−13.4% | Reduced |
| Thompson Investment Management, Inc. | 1,020 | $273.7K | 0.04% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,020 | $274.0K | 0.08% | +2+0.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 1,022 | $274.3K | 0.15% | −16−1.5% | Reduced |
| Oarsman Capital, Inc. | 1,023 | $274.6K | 0.05% | −3−0.3% | Reduced |
| PSI Advisors, LLC | 1,024 | $274.8K | 0.09% | −189−15.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,025 | $275.1K | 0.01% | +12+1.2% | Added |
| Apriem Advisors | 1,025 | $275.1K | 0.03% | +131+14.7% | Added |
| Prasad Wealth Partners, LLC | 1,026 | $275.3K | 0.09% | −2−0.2% | Reduced |
| Willner & Heller, LLC | 1,027 | $275.6K | 0.25% | −1−0.1% | Reduced |
| McAlister, Sweet & Associates, Inc. | 1,030 | $276.4K | 0.21% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,030 | $276.5K | 0.18% | +8+0.8% | Added |
| Granite Harbor Advisors, Inc. | 1,034 | $277.5K | 0.15% | +291+39.2% | Added |
| Howe & Rusling Inc | 1,036 | $278.1K | 0.02% | −1−0.1% | Reduced |
| One Wealth Capital Management, LLC | 1,039 | $278.9K | 0.15% | +285+37.8% | Added |
| FDx Advisors, Inc. | 1,041 | $279.0K | 0.09% | −64−5.8% | Reduced |
| Kavar Capital Partners Group, LLC | 1,041 | $279.4K | 0.05% | +1+0.1% | Added |
| World Equity Group, Inc. | 1,041 | $280.2K | 0.08% | −233−18.3% | Reduced |
| Lifestyle Asset Management, Inc. | 1,044 | $280.2K | 0.15% | −37−3.4% | Reduced |