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 |
|---|---|---|---|---|---|
| Financial Advisory Corp | 1,222 | $328.0K | 0.11% | −408−25.0% | Reduced |
| Libra Wealth LLC | 1,223 | $328.2K | 0.12% | +1,223 | New |
| Glassy Mountain Advisors, Inc. | 1,224 | $328.5K | 0.12% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 1,227 | $329.3K | 0.33% | +106+9.5% | Added |
| New England Research & Management, Inc. | 1,230 | $330.0K | 0.17% | +1,230 | New |
| Yoder Wealth Management, Inc. | 1,230 | $330.1K | 0.19% | −9−0.7% | Reduced |
| West Oak Capital, LLC | 1,230 | $330.1K | 0.13% | −265−17.7% | Reduced |
| Lightspeed Management Company, L.L.C. | 1,237 | $332.0K | 0.24% | 00.0% | Unchanged |
| City National Bank of Florida | 1,237 | $332.0K | 0.30% | +1,237 | New |
| Resurgent Financial Advisors LLC | 1,238 | $332.2K | 0.20% | −52−4.0% | Reduced |
| Adapt Wealth Advisors, LLC | 1,238 | $332.2K | 0.16% | −5−0.4% | Reduced |
| South Plains Financial, Inc. | 1,239 | $332.5K | 0.26% | +343+38.3% | Added |
| Inman Jager Wealth Management, LLC | 1,240 | $332.8K | 0.25% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,240 | $332.8K | 0.04% | +39+3.2% | Added |
| Richard W. Paul & Associates, LLC | 1,241 | $333.1K | 0.13% | −17−1.4% | Reduced |
| Chaney Capital Management, Inc. | 1,243 | $333.6K | 0.15% | −146−10.5% | Reduced |
| Vancity Investment Management Ltd | 1,243 | $334.0K | 0.05% | +1,243 | New |
| First Heartland Consultants, Inc. | 1,246 | $334.5K | 0.03% | +120+10.7% | Added |
| SOA Wealth Advisors, LLC. | 1,247 | $334.6K | 0.07% | −58−4.4% | Reduced |
| Brown Capital Management LLC | 1,249 | $335.2K | 0.01% | −1,838−59.5% | Reduced |
| Sovereign Financial Group, Inc. | 1,251 | $335.7K | 0.08% | +58+4.9% | Added |
| Dynamic Wealth Strategies, LLC | 1,251 | $335.7K | 0.28% | +17+1.4% | Added |
| Journey Advisory Group, LLC | 1,252 | $336.0K | 0.03% | +112+9.8% | Added |
| Ridgewood Investments LLC | 1,255 | $336.8K | 0.16% | +235+23.0% | Added |
| Five Oceans Advisors | 1,257 | $337.3K | 0.16% | −3−0.2% | Reduced |
| New Wave Wealth Advisors LLC | 1,260 | $338.1K | 0.15% | +245+24.1% | Added |
| Clear Creek Financial Management, LLC | 1,262 | $338.8K | 0.04% | +175+16.1% | Added |
| Powers Advisory Group, LLC | 1,263 | $338.9K | 0.16% | +1+0.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,266 | $339.7K | 0.31% | −1,436−53.1% | Reduced |
| Sitrin Capital Management LLC | 1,266 | $339.7K | 0.18% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 1,269 | $340.6K | 0.12% | +1,269 | New |
| Coppell Advisory Solutions LLC | 1,273 | $340.9K | 0.05% | −2,098−62.2% | Reduced |
| Leigh Baldwin & Co., LLC | 1,270 | $341.0K | 0.27% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,274 | $341.9K | 0.06% | +226+21.6% | Added |
| Intellectus Partners, LLC | 1,281 | $343.9K | 0.08% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,281 | $343.9K | 0.11% | +32+2.6% | Added |
| Delap Wealth Advisory, LLC | 1,285 | $344.8K | 0.19% | −51−3.8% | Reduced |
| JGP Wealth Management, LLC | 1,288 | $345.6K | 0.05% | +172+15.4% | Added |
| Convergence Investment Partners, LLC | 1,292 | $346.8K | 0.10% | −319−19.8% | Reduced |
| Curated Wealth Partners LLC | 1,299 | $348.6K | 0.05% | +358+38.0% | Added |
| Tempus Wealth Planning, LLC | 1,304 | $349.9K | 0.10% | 00.0% | Unchanged |
| Planning Alternatives Ltd | 1,304 | $349.9K | 0.05% | +1,304 | New |
| Fortress Wealth Group, LLC | 1,309 | $350.5K | 0.17% | +1,309 | New |
| Consolidated Capital Management, LLC | 1,307 | $350.8K | 0.15% | −206−13.6% | Reduced |
| Well Done, LLC | 1,051 | $351.4K | 0.06% | +22+2.1% | Added |
| FNY Investment Advisers, LLC | 1,312 | $352.0K | 0.22% | +1,312 | New |
| Cannon Wealth Management Services, LLC | 1,269 | $353.0K | 0.32% | −101−7.4% | Reduced |
| Westmount Partners, LLC | 1,317 | $353.4K | 0.11% | +262+24.8% | Added |
| GLOBALT Investments LLC | 1,319 | $354.0K | 0.01% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 1,319 | $354.0K | 0.73% | 00.0% | Unchanged |
| Peoples Bank | 1,324 | $355.3K | 0.24% | +99+8.1% | Added |
| Wetzel Investment Advisors, Inc. | 1,328 | $356.4K | 0.18% | −100−7.0% | Reduced |
| Manchester Capital Management LLC | 1,330 | $356.9K | 0.04% | +40+3.1% | Added |
| Toth Financial Advisory Corp | 1,331 | $357.2K | 0.04% | +1,331 | New |
| Scissortail Wealth Management, LLC | 1,332 | $357.5K | 0.09% | +100+8.1% | Added |
| First Foundation Advisors | 1,334 | $358.0K | 0.01% | −118−8.1% | Reduced |
| Sage Advisors, LLC | 1,336 | $358.5K | 0.25% | +1,336 | New |
| BlackDiamond Wealth Management Inc. | 1,311 | $361.1K | 0.24% | −35−2.6% | Reduced |
| Sheets Smith Wealth Management | 1,349 | $362.0K | 0.04% | +15+1.1% | Added |
| GM Advisory Group, Inc. | 1,349 | $362.0K | 0.02% | −44−3.2% | Reduced |
| TigerOak Management, L.L.C. | 1,364 | $366.0K | 0.14% | +44+3.3% | Added |
| Grandfield & Dodd, LLC | 1,367 | $367.0K | 0.02% | +3+0.2% | Added |
| Sonata Capital Group Inc | 1,367 | $367.0K | 0.16% | +300+28.1% | Added |
| Ransom Advisory, Ltd | 1,368 | $367.1K | 0.18% | −200−12.8% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,372 | $368.3K | 0.28% | +50+3.8% | Added |
| Wealth Group, Ltd. | 1,375 | $369.0K | 0.24% | +62+4.7% | Added |
| Tradition Wealth Management, LLC | 1,376 | $369.2K | 0.03% | −18−1.3% | Reduced |
| Bedel Financial Consulting, Inc. | 1,354 | $370.2K | 0.05% | +171+14.5% | Added |
| Lifeworks Advisors, LLC | 1,380 | $370.3K | 0.06% | +325+30.8% | Added |
| KC Investment Advisors, LLC | 1,380 | $370.3K | 0.08% | −27−1.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,382 | $371.0K | 0.12% | −1,446−51.1% | Reduced |
| Beaton Management Co. Inc. | 1,385 | $372.0K | 0.19% | −190−12.1% | Reduced |
| TFC Financial Management | 1,390 | $373.1K | 0.06% | +127+10.1% | Added |
| Fielder Capital Group LLC | 1,393 | $373.8K | 0.11% | +104+8.1% | Added |
| Capstone Wealth Management Group LLC | 1,396 | $374.7K | 0.30% | −124−8.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 1,400 | $375.7K | 0.03% | 00.0% | Unchanged |
| Massar Capital Management, LP | 1,400 | $375.7K | 0.45% | +1,400 | New |
| BKD Wealth Advisors, LLC | 1,405 | $377.1K | 0.01% | −1,295−48.0% | Reduced |
| Busey Wealth Management | 1,406 | $377.3K | 0.01% | +66+4.9% | Added |
| Facet Wealth, Inc. | 1,384 | $377.3K | 0.01% | −153−10.0% | Reduced |
| Hickory Asset Management, Inc. | 1,407 | $377.6K | 0.34% | −65−4.4% | Reduced |
| Intrua Financial, LLC | 1,417 | $380.1K | 0.06% | −296−17.3% | Reduced |
| Bank of Stockton | 1,422 | $381.6K | 0.12% | +53+3.9% | Added |
| Copley Financial Group, Inc. | 1,423 | $381.9K | 0.29% | −19−1.3% | Reduced |
| King Wealth | 1,429 | $383.0K | 0.06% | +1,429 | New |
| Adirondack Trust Co | 1,432 | $384.3K | 0.15% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1,438 | $386.0K | 0.08% | −915−38.9% | Reduced |
| MJP Associates Inc | 1,439 | $386.2K | 0.07% | +297+26.0% | Added |
| AllSquare Wealth Management LLC | 1,440 | $386.4K | 0.23% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 1,441 | $386.7K | 0.12% | +53+3.8% | Added |
| Farrell Financial LLC | 1,444 | $387.6K | 0.28% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 1,446 | $388.0K | 0.07% | −53−3.5% | Reduced |
| Paladin Advisory Group, LLC | 1,446 | $388.0K | 0.31% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,450 | $389.2K | 0.09% | +229+18.8% | Added |
| Legacy Capital Wealth Partners, LLC | 1,456 | $390.6K | 0.10% | +60+4.3% | Added |
| Mindset Wealth Management, LLC | 1,456 | $390.8K | 0.15% | +195+15.5% | Added |
| Mechanics Bank Trust Department | 1,459 | $391.5K | 0.05% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 1,459 | $391.5K | 0.38% | +741+103.2% | Added |
| Moment Partners, LLC | 1,460 | $391.8K | 0.08% | 00.0% | Unchanged |
| Womack Financial LLC | 1,465 | $393.1K | 0.36% | 00.0% | Unchanged |