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 |
|---|---|---|---|---|---|
| Custom Index Systems, LLC | 1,045 | $280.4K | 0.14% | −239−18.6% | Reduced |
| Sherbrooke Park Advisers LLC | 1,049 | $281.5K | 0.13% | +247+30.8% | Added |
| Capital Asset Advisory Services LLC | 1,037 | $281.7K | 0.01% | +14+1.4% | Added |
| Element Wealth, LLC | 1,050 | $281.8K | 0.15% | −64−5.7% | Reduced |
| Gallacher Capital Management LLC | 1,053 | $282.6K | 0.14% | −146−12.2% | Reduced |
| Catalyst Capital Advisors LLC | 1,053 | $282.6K | 0.01% | +327+45.0% | Added |
| Wealth Effects LLC | 1,055 | $283.1K | 0.12% | +125+13.4% | Added |
| EdgeRock Capital LLC | 1,057 | $283.7K | 0.20% | −45−4.1% | Reduced |
| Northeast Investment Management | 1,059 | $284.2K | 0.01% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 1,060 | $284.5K | 0.14% | −1,188−52.8% | Reduced |
| Balanced Wealth Group LLC | 1,062 | $284.9K | 0.14% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,066 | $286.1K | 0.02% | −500−31.9% | Reduced |
| Momentous Wealth Management, Inc. | 1,066 | $286.1K | 0.20% | +129+13.8% | Added |
| Sigma Investment Counselors Inc | 1,069 | $286.9K | 0.02% | −66−5.8% | Reduced |
| Capital Planning Advisors, LLC | 1,074 | $288.2K | 0.04% | +4+0.4% | Added |
| Nadler Financial Group, Inc. | 1,077 | $289.0K | 0.03% | −5−0.5% | Reduced |
| Monticello Wealth Management, LLC | 1,080 | $289.9K | 0.02% | +69+6.8% | Added |
| M1 Capital Management LLC | 1,081 | $290.1K | 0.18% | +44+4.2% | Added |
| Forza Wealth Management, LLC | 1,082 | $290.4K | 0.13% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,084 | $291.0K | 0.00% | +1,040+2,363.6% | Added |
| Marathon Trading Investment Management LLC | 1,088 | $292.0K | 0.15% | −18,909−94.6% | Reduced |
| First American Trust, FSB | 1,089 | $292.3K | 0.03% | +24+2.3% | Added |
| Mengis Capital Management, Inc. | 1,090 | $292.5K | 0.06% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 1,091 | $293.0K | 0.10% | 00.0% | Unchanged |
| United Advisor Group, LLC | 1,092 | $293.0K | 0.06% | −819−42.9% | Reduced |
| DLK Investment Management, LLC | 1,092 | $293.1K | 0.12% | +27+2.5% | Added |
| Reyes Financial Architecture, Inc. | 1,096 | $294.1K | 0.22% | +999+1,029.9% | Added |
| Klingenstein Fields & Co LP | 1,097 | $294.4K | 0.01% | +6+0.5% | Added |
| WS Portfolio Advisory, LLC | 1,100 | $295.2K | 1.74% | −700−38.9% | Reduced |
| Bramshill Investments, LLC | 1,100 | $295.2K | 0.03% | 00.0% | Unchanged |
| Financial Insights, Inc. | 1,100 | $295.2K | 0.12% | +99+9.9% | Added |
| MQS Management LLC | 1,105 | $296.5K | 0.17% | +1,105 | New |
| Evernest Financial Advisors, LLC | 1,106 | $296.7K | 0.11% | −28−2.5% | Reduced |
| Strategies Wealth Advisors, LLC | 1,106 | $296.9K | 0.04% | −1,363−55.2% | Reduced |
| Crewe Advisors LLC | 1,110 | $297.9K | 0.04% | −92−7.7% | Reduced |
| NFP Retirement, Inc. | 1,111 | $298.1K | 0.02% | 00.0% | Unchanged |
| Variant Private Wealth, LLC | 1,112 | $298.3K | 0.32% | +2+0.2% | Added |
| Mendel Money Management | 1,112 | $298.4K | 0.14% | +39+3.6% | Added |
| Novem Group | 1,117 | $299.8K | 0.04% | +350+45.6% | Added |
| TCFG Wealth Management, LLC | 1,118 | $299.9K | 0.15% | +11+1.0% | Added |
| WMG Financial Advisors, LLC | 1,120 | $300.6K | 0.13% | +14+1.3% | Added |
| Banco BTG Pactual S.A. | 1,122 | $301.1K | 0.08% | −5,725−83.6% | Reduced |
| Forte Asset Management LLC | 1,125 | $301.9K | 0.15% | 00.0% | Unchanged |
| WBI Investments | 1,125 | $301.9K | 0.08% | −3,944−77.8% | Reduced |
| MBB Public Markets I LLC | 1,126 | $302.2K | 0.03% | +1,126 | New |
| Financial Partners Group, Inc | 1,126 | $302.2K | 0.05% | +24+2.2% | Added |
| Helium Advisors LLC | 1,127 | $302.5K | 0.22% | +45+4.2% | Added |
| Canvas Wealth Advisors, LLC | 1,243 | $302.5K | 0.08% | +384+44.7% | Added |
| May Hill Capital, LLC | 1,135 | $304.6K | 0.11% | −29−2.5% | Reduced |
| Farmers & Merchants Investments Inc | 1,138 | $305.4K | 0.01% | +78+7.4% | Added |
| M3 Advisory Group, LLC | 1,138 | $305.5K | 0.24% | −632−35.7% | Reduced |
| Everett Harris & Co | 1,140 | $305.9K | 0.00% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 1,141 | $306.2K | 0.06% | −3,825−77.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,144 | $307.0K | 0.15% | −5−0.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,144 | $307.1K | 0.07% | −130−10.2% | Reduced |
| Omnia Family Wealth, LLC | 1,145 | $307.3K | 0.13% | +309+37.0% | Added |
| Consilio Wealth Advisors, LLC | 1,146 | $307.5K | 0.13% | +50+4.6% | Added |
| GKV Capital Management Co., Inc. | 1,150 | $308.6K | 0.15% | −7,760−87.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,150 | $309.0K | 0.22% | +20+1.8% | Added |
| CRA Financial Services, LLC | 1,155 | $310.1K | 0.05% | −21−1.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,156 | $310.2K | 0.12% | −33−2.8% | Reduced |
| Cypress Capital, LLC | 1,156 | $310.2K | 0.09% | +1,156 | New |
| Genesis Private Wealth, LLC | 1,157 | $310.5K | 0.16% | +95+8.9% | Added |
| Indiana Trust & Investment Management CO | 1,158 | $310.8K | 0.11% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,158 | $310.9K | 0.12% | +33+2.9% | Added |
| GSG Advisors LLC | 1,178 | $312.4K | 0.10% | −75−6.0% | Reduced |
| Cornerstone Advisory, LLC | 1,143 | $312.5K | 0.04% | +115+11.2% | Added |
| Peddock Capital Advisors, LLC | 1,166 | $312.9K | 0.08% | +42+3.7% | Added |
| Opal Wealth Advisors, LLC | 1,167 | $313.2K | 0.10% | +26+2.3% | Added |
| Werlinich Asset Management, LLC | 1,168 | $313.4K | 0.20% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 1,168 | $313.5K | 0.07% | +1,168 | New |
| Rakuten Securities, Inc. | 1,169 | $313.7K | 0.16% | +133+12.8% | Added |
| GFS Advisors, LLC | 1,169 | $314.0K | 0.06% | −4−0.3% | Reduced |
| USAdvisors Wealth Management, LLC | 1,173 | $314.0K | 0.11% | +68+6.2% | Added |
| J.Safra Asset Management Corp | 1,171 | $314.3K | 0.03% | +1,171 | New |
| Foster Group, Inc. | 1,173 | $314.8K | 0.01% | +115+10.9% | Added |
| Hexagon Capital Partners LLC | 1,178 | $316.1K | 0.06% | +396+50.6% | Added |
| Reuter James Wealth Management, LLC | 1,181 | $316.9K | 0.06% | −5−0.4% | Reduced |
| Saxon Interests, Inc. | 1,181 | $316.9K | 0.15% | +470+66.1% | Added |
| Prosperity Financial Group, Inc. | 1,182 | $317.3K | 0.16% | −60−4.8% | Reduced |
| Clark Financial Services Group Inc | 1,185 | $318.0K | 0.22% | +316+36.4% | Added |
| Cassaday & Co Wealth Management LLC | 1,186 | $318.4K | 0.01% | −18−1.5% | Reduced |
| Trinity Financial Advisors LLC | 1,249 | $318.7K | 0.11% | +31+2.5% | Added |
| VanderPol Investments L.L.C. | 1,188 | $318.8K | 0.67% | +19+1.6% | Added |
| Onyx Bridge Wealth Group LLC | 1,189 | $319.0K | 0.05% | +200+20.2% | Added |
| Enterprise Financial Services Corp | 1,189 | $319.1K | 0.19% | +44+3.8% | Added |
| Pettee Investors, Inc. | 1,190 | $319.3K | 0.19% | 00.0% | Unchanged |
| Inceptionr LLC | 1,192 | $319.9K | 0.10% | +1,192 | New |
| Kathmere Capital Management, LLC | 1,193 | $320.2K | 0.03% | +129+12.1% | Added |
| Broadway Wealth Solutions, Inc. | 1,195 | $320.7K | 0.23% | −22−1.8% | Reduced |
| Destination Wealth Management | 1,197 | $321.1K | 0.01% | −40−3.2% | Reduced |
| Advyzon Investment Management, LLC | 1,197 | $321.2K | 0.11% | +256+27.2% | Added |
| First National Bank Sioux Falls | 1,200 | $322.0K | 0.13% | 00.0% | Unchanged |
| Accredited Investors Inc. | 1,203 | $322.8K | 0.02% | −25−2.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 1,208 | $324.2K | 0.06% | +586+94.2% | Added |
| Wallace Advisory Group, LLC | 970 | $324.3K | 0.22% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,212 | $325.3K | 0.04% | +339+38.8% | Added |
| Stegent Equity Advisors, Inc. | 1,217 | $326.6K | 0.33% | −1−0.1% | Reduced |
| Rothschild Capital Partners, LLC | 1,220 | $327.4K | 0.09% | 00.0% | Unchanged |
| JBR Co Financial Management Inc | 1,222 | $327.9K | 0.19% | 00.0% | Unchanged |