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 |
|---|---|---|---|---|---|
| Sentinus, LLC | 1,703 | $457.1K | 0.13% | +647+61.3% | Added |
| Amussen Hunsaker Associates LLC | 1,709 | $458.6K | 0.06% | −118−6.5% | Reduced |
| TrueWealth Advisors, LLC | 1,710 | $458.9K | 0.15% | +1,710 | New |
| Encompass Wealth Advisors, LLC | 1,711 | $459.0K | 0.19% | −33−1.9% | Reduced |
| Triad Wealth Partners, LLC | 1,715 | $460.2K | 0.14% | +26+1.5% | Added |
| Arcataur Capital Management LLC | 1,715 | $460.2K | 0.16% | −130−7.0% | Reduced |
| IFG Advisors, LLC | 1,715 | $460.2K | 0.09% | +15+0.9% | Added |
| Florida Financial Advisors, LLC | 1,722 | $461.7K | 0.18% | −250−12.7% | Reduced |
| Diversified Enterprises, LLC | 1,723 | $462.4K | 0.04% | +667+63.2% | Added |
| LJI Wealth Management, LLC | 1,728 | $463.7K | 0.09% | +107+6.6% | Added |
| Impact Capital Partners LLC | 1,730 | $464.3K | 0.17% | −345−16.6% | Reduced |
| RD Lewis Holdings, Inc. | 1,691 | $465.2K | 0.53% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 1,734 | $465.3K | 0.25% | +42+2.5% | Added |
| Aries Wealth Management | 1,740 | $466.9K | 0.13% | +627+56.3% | Added |
| Delta Financial Group, Inc. | 1,636 | $468.0K | 0.11% | +574+54.0% | Added |
| one8zero8, LLC | 1,748 | $469.1K | 0.11% | +41+2.4% | Added |
| Real Talk Capital, LLC | 1,751 | $469.9K | 0.63% | +94+5.7% | Added |
| Clarity Wealth Advisors, LLC | 1,760 | $472.3K | 0.13% | +40+2.3% | Added |
| Avalon Trust Co | 1,769 | $474.8K | 0.04% | −115−6.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 1,770 | $475.0K | 0.07% | +240+15.7% | Added |
| Pacific Sage Partners, LLC | 1,773 | $475.8K | 0.11% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 1,776 | $476.6K | 0.03% | 00.0% | Unchanged |
| Natural Investments, LLC | 1,783 | $478.0K | 0.14% | +27+1.5% | Added |
| Richardson Financial Services Inc. | 1,788 | $479.8K | 0.37% | +30+1.7% | Added |
| Argonautica Private Wealth Management, Inc | 1,791 | $480.6K | 0.17% | −14−0.8% | Reduced |
| Landscape Capital Management, L.L.C. | 1,793 | $481.2K | 0.04% | −4,226−70.2% | Reduced |
| Apexium Financial, LP | 1,793 | $481.2K | 0.03% | +146+8.9% | Added |
| Long Run Wealth Advisors, LLC | 1,796 | $482.1K | 0.11% | +255+16.5% | Added |
| Guardian Asset Advisors, LLC | 1,799 | $483.3K | 0.32% | +195+12.2% | Added |
| Ameriflex Group, Inc. | 1,803 | $483.8K | 0.20% | +744+70.3% | Added |
| Oxford Financial Group Ltd | 1,803 | $483.9K | 0.03% | +71+4.1% | Added |
| Tennessee Valley Asset Management Partners | 1,806 | $484.6K | 0.08% | +6+0.3% | Added |
| Founders Financial Alliance, LLC | 1,808 | $485.1K | 0.12% | +1,808 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,809 | $485.5K | 0.21% | −37−2.0% | Reduced |
| American National Bank | 1,810 | $485.7K | 0.05% | +225+14.2% | Added |
| Victory Financial Group, LLC | 1,831 | $486.3K | 0.09% | +475+35.0% | Added |
| Aspire Capital Advisors LLC | 1,815 | $486.9K | 0.15% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 1,832 | $491.6K | 0.41% | −33−1.8% | Reduced |
| Epiq Partners, LLC | 1,833 | $491.9K | 0.26% | +854+87.2% | Added |
| OneAscent Investment Solutions LLC | 1,834 | $492.0K | 0.58% | +1,834 | New |
| Pure Financial Advisors, Inc. | 1,833 | $492.0K | 0.01% | +464+33.9% | Added |
| Wisconsin Wealth Advisors, LLC | 1,834 | $492.3K | 0.71% | −19−1.0% | Reduced |
| Iams Wealth Management, LLC | 1,836 | $492.7K | 0.23% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,827 | $493.3K | 0.08% | +87+5.0% | Added |
| Rainier Family Wealth Inc | 1,839 | $493.5K | 0.58% | +62+3.5% | Added |
| Waypoint Wealth Partners Inc. | 1,845 | $495.1K | 0.14% | −125−6.3% | Reduced |
| Seeds Investor LLC | 1,852 | $497.0K | 0.14% | −213−10.3% | Reduced |
| Aviance Capital Partners, LLC | 1,857 | $498.3K | 0.07% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,857 | $498.4K | 0.35% | +66+3.7% | Added |
| Ignite Planners, LLC | 1,851 | $498.5K | 0.10% | +327+21.5% | Added |
| Flagship Wealth Advisors, LLC | 3,754 | $499.7K | 0.21% | +3,736+20,755.6% | Added |
| Stevens Capital Management LP | 1,863 | $500.0K | 0.12% | −5,470−74.6% | Reduced |
| J. W. Coons Advisors, LLC | 1,878 | $504.0K | 0.13% | +255+15.7% | Added |
| Brandywine Oak Private Wealth LLC | 1,883 | $505.3K | 0.05% | +5+0.3% | Added |
| CVA Family Office, LLC | 1,885 | $505.9K | 0.08% | +81+4.5% | Added |
| Jeppson Wealth Management, LLC | 1,889 | $507.0K | 0.19% | +30+1.6% | Added |
| SummitTX Capital, L.P. | 1,894 | $508.3K | 0.02% | +1,894 | New |
| Burk Holdings LLC | 1,899 | $509.6K | 0.38% | +1,899 | New |
| Financial Life Planners | 1,902 | $510.5K | 0.50% | −4−0.2% | Reduced |
| Davy Global Fund Management Ltd | 1,906 | $511.5K | 0.06% | +1,906 | New |
| Traveka Wealth, LLC | 1,907 | $511.7K | 0.29% | −390−17.0% | Reduced |
| Tyche Wealth Partners LLC | 1,907 | $511.8K | 0.11% | −112−5.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 1,908 | $512.0K | 0.11% | −142−6.9% | Reduced |
| Smith, Moore & Co. | 1,908 | $512.1K | 0.05% | +281+17.3% | Added |
| Battery Global Advisors, LLC | 1,914 | $513.6K | 0.29% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 1,914 | $513.6K | 0.13% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 1,917 | $514.6K | 0.29% | −5−0.3% | Reduced |
| Meritage Portfolio Management | 1,918 | $514.7K | 0.03% | −18,691−90.7% | Reduced |
| Investors Research Corp | 1,919 | $515.1K | 0.11% | −229−10.7% | Reduced |
| Raleigh Capital Management Inc. | 1,926 | $516.8K | 0.23% | −441−18.6% | Reduced |
| Breakwater Capital Group | 1,926 | $516.9K | 0.09% | +1,074+126.1% | Added |
| Versant Capital Management, Inc | 1,927 | $517.1K | 0.09% | +444+29.9% | Added |
| Alliance Wealth Advisors, LLC | 1,928 | $517.4K | 0.30% | +1+0.1% | Added |
| Silver Coast Investments LLC | 1,928 | $517.4K | 0.20% | +82+4.4% | Added |
| Golden State Wealth Management, LLC | 1,931 | $518.2K | 0.08% | +370+23.7% | Added |
| Uniting Wealth Partners, LLC | 1,933 | $518.7K | 0.26% | +46+2.4% | Added |
| Tyler-Stone Wealth Management | 1,935 | $519.4K | 0.09% | +468+31.9% | Added |
| Blackhawk Capital Partners LLC. | 1,940 | $520.6K | 0.27% | −112−5.5% | Reduced |
| Citizens National Bank Trust Department | 1,942 | $521.2K | 0.11% | +18+0.9% | Added |
| KWB Wealth | 1,560 | $521.7K | 0.06% | +93+6.3% | Added |
| Revolve Wealth Partners, LLC | 1,946 | $522.2K | 0.08% | +119+6.5% | Added |
| Milestone Asset Management, LLC | 1,952 | $523.9K | 0.11% | −1,969−50.2% | Reduced |
| New Republic Capital, LLC | 1,952 | $523.9K | 0.23% | +3+0.2% | Added |
| Persium Advisors, LLC | 1,953 | $524.1K | 0.50% | +134+7.4% | Added |
| Wayfinding Financial, LLC | 1,960 | $526.0K | 0.23% | +189+10.7% | Added |
| Creative Financial Designs Inc | 1,961 | $526.1K | 0.04% | +532+37.2% | Added |
| Oak Ridge Investments LLC | 1,962 | $526.5K | 0.04% | −82−4.0% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,969 | $528.4K | 0.21% | −79−3.9% | Reduced |
| Pines Wealth Management, LLC | 2,167 | $528.7K | 0.24% | +5+0.2% | Added |
| Focused Wealth Management, Inc | 1,972 | $529.1K | 0.07% | −22−1.1% | Reduced |
| Kensington Investment Counsel, LLC | 1,972 | $529.2K | 0.24% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1,981 | $531.8K | 0.40% | +112+6.0% | Added |
| Everpar Advisors LLC | 1,990 | $534.0K | 0.28% | +33+1.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,600 | $534.8K | 0.17% | +9+0.6% | Added |
| Winthrop Advisory Group LLC | 2,000 | $536.6K | 0.06% | +50+2.6% | Added |
| Grace & Mercy Foundation, Inc. | 2,000 | $536.7K | 0.13% | 00.0% | Unchanged |
| Corient IA LLC | 2,000 | $536.7K | 0.38% | +2,000 | New |
| Alley Investment Management Company, LLC | 2,000 | $536.7K | 0.07% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,999 | $537.0K | 0.33% | −360−15.3% | Reduced |
| Covenant Partners, LLC | 2,001 | $537.0K | 0.17% | −92−4.4% | Reduced |