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 |
|---|---|---|---|---|---|
| BCJ Capital Management, LLC | 1,465 | $393.2K | 0.03% | −9,775−87.0% | Reduced |
| Beacon Capital Management, LLC | 1,467 | $393.8K | 0.05% | +24+1.7% | Added |
| Tower Wealth Partners, Inc. | 1,470 | $394.5K | 0.21% | +603+69.6% | Added |
| Muirfield Wealth Advisors LLC | 1,477 | $396.4K | 0.34% | +20+1.4% | Added |
| Balboa Wealth Partners | 1,485 | $398.5K | 0.10% | −248−14.3% | Reduced |
| Waddell & Associates, LLC | 1,488 | $399.3K | 0.05% | 00.0% | Unchanged |
| DC Investments Management, LLC | 1,491 | $400.1K | 0.21% | +50+3.5% | Added |
| Alteri Wealth LLC | 1,493 | $400.7K | 0.18% | +24+1.6% | Added |
| Opes Wealth Management LLC | 1,495 | $401.2K | 0.08% | +225+17.7% | Added |
| TFR Capital, LLC. | 1,495 | $401.2K | 0.17% | +1,495 | New |
| Retirement Income Solutions, Inc | 1,496 | $401.5K | 0.08% | 00.0% | Unchanged |
| Keystone Financial Group | 1,498 | $402.0K | 0.04% | −8−0.5% | Reduced |
| Harbor Advisors LLC | 1,500 | $402.5K | 0.07% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 1,500 | $402.5K | 0.01% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 1,503 | $403.2K | 0.11% | −1,440−48.9% | Reduced |
| Ssi Investment Management LLC | 1,512 | $405.8K | 0.03% | −1−0.1% | Reduced |
| American Alpha Advisors, LLC | 1,512 | $405.8K | 0.36% | +1,512 | New |
| Sunpointe, LLC | 1,513 | $405.9K | 0.22% | −225−12.9% | Reduced |
| 4WEALTH Advisors, Inc. | 1,517 | $407.1K | 0.45% | +161+11.9% | Added |
| Outlook Wealth Advisors, LLC | 1,520 | $407.9K | 0.11% | −23−1.5% | Reduced |
| Colonial River Wealth Management, LLC | 1,520 | $408.0K | 0.22% | −991−39.5% | Reduced |
| Allen Capital Group, LLC | 1,521 | $408.1K | 0.05% | +401+35.8% | Added |
| First Financial Corp | 1,522 | $408.4K | 0.20% | −50−3.2% | Reduced |
| RiverGlades Family Offices LLC | 1,525 | $409.2K | 0.29% | 00.0% | Unchanged |
| Beacon Financial Group | 1,526 | $409.6K | 0.04% | +6+0.4% | Added |
| Madison Park Capital Advisors, LLC | 1,530 | $410.6K | 0.36% | +30+2.0% | Added |
| BluePointe Capital Management, LLC | 1,531 | $410.9K | 0.16% | +465+43.6% | Added |
| CVFG LLC | 1,533 | $411.3K | 0.37% | +122+8.6% | Added |
| Pioneer Wealth Management Group | 1,535 | $411.9K | 0.18% | +1,535 | New |
| Sandy Cove Advisors, LLC | 1,539 | $412.9K | 0.17% | +90+6.2% | Added |
| ASB Consultores, LLC | 1,540 | $413.3K | 0.27% | −576−27.2% | Reduced |
| Howard Financial Services, Ltd. | 1,541 | $413.5K | 0.06% | +125+8.8% | Added |
| Cypress Point Wealth Management, LLC | 1,543 | $414.1K | 0.13% | 00.0% | Unchanged |
| Kingsman Wealth Management, Inc. | 1,543 | $414.2K | 0.30% | +1,543 | New |
| Cobblestone Capital Advisors LLC | 1,544 | $414.5K | 0.02% | +93+6.4% | Added |
| Brown Financial Advisors | 1,547 | $415.2K | 0.17% | +206+15.4% | Added |
| Dougherty Wealth Advisers LLC | 1,549 | $415.7K | 0.31% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,550 | $416.0K | 0.09% | +1,550 | New |
| Telos Capital Management, Inc. | 1,553 | $416.8K | 0.05% | −235−13.1% | Reduced |
| Smith Thornton Advisors LLC | 1,555 | $417.3K | 0.26% | +93+6.4% | Added |
| JB Capital LLC | 1,556 | $417.4K | 0.02% | +13+0.8% | Added |
| Kennedy Investment Group | 1,556 | $417.6K | 0.19% | +615+65.4% | Added |
| American State Bank (Iowa) | 1,557 | $417.8K | 0.25% | +312+25.1% | Added |
| Drake & Associates, LLC | 1,558 | $418.1K | 0.12% | +98+6.7% | Added |
| Traynor Capital Management, Inc. | 1,558 | $418.1K | 0.04% | +157+11.2% | Added |
| Gordian Capital Singapore Pte Ltd | 1,564 | $419.7K | 0.26% | +450+40.4% | Added |
| Reliant Investment Partners, LLC | 1,565 | $420.0K | 0.43% | −25−1.6% | Reduced |
| Beck Bode, LLC | 1,568 | $420.8K | 0.08% | −331−17.4% | Reduced |
| Andina Capital Management, LLC | 1,574 | $422.4K | 0.30% | +1,574 | New |
| Wakefield Asset Management LLLP | 1,575 | $422.7K | 0.13% | +1,575 | New |
| JSF Financial, LLC | 1,577 | $423.3K | 0.11% | +5+0.3% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 1,578 | $423.5K | 0.70% | −12−0.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,582 | $424.5K | 0.32% | +843+114.1% | Added |
| LRI Investments, LLC | 24,791 | $425.5K | 0.04% | +311+1.3% | Added |
| Canton Hathaway, LLC | 1,588 | $426.0K | 0.09% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 1,589 | $426.3K | 0.19% | +80+5.3% | Added |
| Berkeley Capital Partners, LLC | 1,591 | $427.0K | 0.12% | +67+4.4% | Added |
| Bull Oak Capital, LLC | 1,596 | $428.2K | 0.23% | +1,596 | New |
| FSB Premier Wealth Management, Inc. | 1,607 | $431.3K | 0.17% | +427+36.2% | Added |
| Pinnacle Bancorp, Inc. | 1,609 | $431.8K | 0.14% | −126−7.3% | Reduced |
| OneAscent Wealth Management LLC | 1,611 | $432.0K | 0.19% | +391+32.0% | Added |
| Safeguard Investment Advisory Group, LLC | 1,610 | $432.4K | 0.12% | +712+79.3% | Added |
| Lionshead Wealth Management, LLC | 1,613 | $432.9K | 0.45% | −160−9.0% | Reduced |
| IFC Advisors LLC | 1,617 | $433.9K | 0.09% | −2,000−55.3% | Reduced |
| Claret Asset Management Corp | – | $434.0K | 0.06% | – | – |
| Compass Capital Corp | 1,701 | $434.6K | 0.23% | +1,085+176.1% | Added |
| H&H Retirement Design & Management INC | 1,840 | $434.7K | 0.29% | +2+0.1% | Added |
| Pathway Financial Advisors LLC | 1,621 | $435.0K | 0.08% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,622 | $435.3K | 0.27% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 1,622 | $435.3K | 0.03% | +1,622 | New |
| V2 Financial group LLC | 1,628 | $436.9K | 0.28% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 1,630 | $437.5K | 0.09% | +9+0.6% | Added |
| Stock Yards Bank & Trust Co | 1,632 | $438.0K | 0.02% | −50−3.0% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 1,632 | $438.0K | 0.35% | +344+26.7% | Added |
| Greenfield Savings Bank | 1,633 | $438.2K | 0.21% | +239+17.1% | Added |
| Mattern Wealth Management LLC | 1,635 | $438.9K | 0.10% | +21+1.3% | Added |
| Gries Financial LLC | 1,636 | $439.0K | 0.09% | +245+17.6% | Added |
| Armis Advisers, LLC | 1,634 | $439.2K | 0.04% | +1,634 | New |
| Welch Group, LLC | 1,630 | $440.1K | 0.02% | +71+4.6% | Added |
| McDonald Partners LLC | 1,642 | $441.1K | 0.11% | +844+105.8% | Added |
| Smith Group Asset Management, LLC | 1,650 | $442.8K | 0.03% | +770+87.5% | Added |
| Green Harvest Asset Management LLC | 1,652 | $443.4K | 0.01% | −10,484−86.4% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,654 | $444.0K | 0.01% | +81+5.1% | Added |
| Bigelow Investment Advisors, LLC | 1,660 | $445.5K | 0.21% | −108−6.1% | Reduced |
| Avenue 1 Advisors, LLC | 1,662 | $446.0K | 0.17% | +187+12.7% | Added |
| Fort Point Capital Partners LLC | 1,663 | $446.3K | 0.05% | −456−21.5% | Reduced |
| Wedge Capital Management L L P | 1,663 | $446.3K | 0.01% | +37+2.3% | Added |
| Corps Capital Advisors, LLC | 1,668 | $447.8K | 0.47% | +14+0.8% | Added |
| Smith Anglin Financial, LLC | 1,669 | $448.0K | 0.05% | +868+108.4% | Added |
| SlateStone Wealth, LLC | 1,668 | $448.0K | 0.04% | −8−0.5% | Reduced |
| Balanced Rock Investment Advisor | 1,672 | $448.7K | 0.36% | −35−2.1% | Reduced |
| Legacy Edge Advisors, LLC | 1,672 | $448.7K | 0.07% | +7+0.4% | Added |
| Beverly Hills Private Wealth, LLC | 1,677 | $450.1K | 0.09% | +93+5.9% | Added |
| Ramiah Investment Group | 1,678 | $450.3K | 0.43% | −217−11.5% | Reduced |
| Morling Financial Advisors, LLC | 1,685 | $452.2K | 0.16% | +346+25.8% | Added |
| Stokes Family Office, LLC | 1,690 | $453.5K | 0.05% | +30+1.8% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,690 | $453.5K | 0.35% | −20−1.2% | Reduced |
| HCR Wealth Advisors | 1,691 | $453.8K | 0.06% | +348+25.9% | Added |
| Jacobsen Capital Management | 1,698 | $455.7K | 0.20% | +52+3.2% | Added |
| BTG Pactual Asset Management US LLC | 1,703 | $457.0K | 0.06% | −6,599−79.5% | Reduced |