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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Bailard, Inc. | 19,744 | $5.30M | 0.14% | −380−1.9% | Reduced |
| Lingohr & Partner Asset Management GmbH | 19,717 | $5.28M | 1.32% | +17,375+741.9% | Added |
| Guinness Atkinson Asset Management Inc | 19,666 | $5.28M | 2.94% | −953−4.6% | Reduced |
| Gladstone Institutional Advisory LLC | 19,403 | $5.21M | 0.24% | +6,673+52.4% | Added |
| Consolidated Investment Group LLC | 19,325 | $5.19M | 0.79% | −775−3.9% | Reduced |
| Ossiam | 19,283 | $5.17M | 0.07% | +1,691+9.6% | Added |
| Miracle Mile Advisors, LLC | 19,184 | $5.15M | 0.10% | −158−0.8% | Reduced |
| Sawyer & Company, Inc | 19,074 | $5.12M | 2.07% | −151−0.8% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 19,061 | $5.12M | 1.06% | −51,334−72.9% | Reduced |
| Farther Finance Advisors, LLC | 18,797 | $5.08M | 0.13% | +522+2.9% | Added |
| Mirova | 18,858 | $5.06M | 0.91% | +1,016+5.7% | Added |
| Cullinan Associates Inc | 18,846 | $5.06M | 0.36% | +260+1.4% | Added |
| Sone Capital Management, LLC | 18,801 | $5.05M | 0.52% | +17,850+1,877.0% | Added |
| Davenport & Co LLC | 18,799 | $5.05M | 0.03% | +12,120+181.5% | Added |
| Woodmont Investment Counsel LLC | 18,713 | $5.02M | 0.36% | +351+1.9% | Added |
| Capital Analysts, LLC | 18,613 | $5.00M | 0.19% | +986+5.6% | Added |
| Quadrant Private Wealth Management, LLC | 18,606 | $4.99M | 1.24% | +882+5.0% | Added |
| L & S Advisors Inc | 18,522 | $4.97M | 0.61% | −6,413−25.7% | Reduced |
| Vestcor Inc | 18,480 | $4.96M | 0.17% | +786+4.4% | Added |
| Whalerock Point Partners, LLC | 18,472 | $4.96M | 1.18% | +1,490+8.8% | Added |
| Codex Capital Asset Management L.L.C. | 18,500 | $4.96M | 2.34% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 18,433 | $4.95M | 0.58% | +529+3.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 18,310 | $4.91M | 0.22% | +1,833+11.1% | Added |
| Plimoth Trust Co LLC | 18,297 | $4.91M | 1.28% | −4,456−19.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,276 | $4.90M | 0.15% | +1,146+6.7% | Added |
| Conning Inc. | 18,246 | $4.90M | 0.17% | +985+5.7% | Added |
| Caldwell Trust Co | 18,213 | $4.89M | 0.52% | +303+1.7% | Added |
| Garde Capital, Inc. | 18,130 | $4.87M | 0.28% | +1,155+6.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 18,111 | $4.86M | 0.20% | +59+0.3% | Added |
| Nebula Research & Development LLC | 18,108 | $4.86M | 0.45% | +13,609+302.5% | Added |
| Promethos Capital, LLC | 18,076 | $4.85M | 1.78% | +86+0.5% | Added |
| Dorsey & Whitney Trust CO LLC | 18,065 | $4.85M | 0.28% | −185−1.0% | Reduced |
| iA Global Asset Management Inc. | 17,994 | $4.83M | 0.08% | −42,913−70.5% | Reduced |
| Jericho Financial, LLP | 17,987 | $4.83M | 3.51% | −900−4.8% | Reduced |
| Heron Bay Capital Management | 17,947 | $4.82M | 1.01% | +17,947 | New |
| Americana Partners, LLC | 17,941 | $4.81M | 0.19% | +14,303+393.2% | Added |
| First Horizon Advisors, Inc. | 17,888 | $4.80M | 0.14% | −1,563−8.0% | Reduced |
| Hills Bank & Trust Co | 17,861 | $4.79M | 0.34% | +135+0.8% | Added |
| Meeder Advisory Services, Inc. | 17,820 | $4.78M | 0.29% | +653+3.8% | Added |
| F/M Investments LLC | 17,805 | $4.78M | 0.19% | −6,081−25.5% | Reduced |
| Quadrant Capital Group LLC | 17,738 | $4.76M | 0.18% | +9,953+127.8% | Added |
| Stansberry Asset Management, LLC | 17,681 | $4.74M | 0.57% | +13,176+292.5% | Added |
| Independent Financial Group, LLC | 17,614 | $4.73M | 0.16% | −212−1.2% | Reduced |
| M. Kulyk & Associates, LLC | 17,596 | $4.72M | 1.08% | −109−0.6% | Reduced |
| LM Advisors LLC | 17,585 | $4.72M | 0.85% | +207+1.2% | Added |
| Timber Creek Capital Management LLC | 17,572 | $4.72M | 1.26% | +72+0.4% | Added |
| Atomi Financial Group, Inc. | 17,540 | $4.71M | 0.21% | +2,656+17.8% | Added |
| Baker Chad R | 17,525 | $4.70M | 0.96% | +8,735+99.4% | Added |
| Geneos Wealth Management Inc. | 17,520 | $4.70M | 0.16% | +3,376+23.9% | Added |
| SBI Securities Co., Ltd. | 17,466 | $4.69M | 0.16% | +1,205+7.4% | Added |
| Frank, Rimerman Advisors LLC | 17,440 | $4.68M | 0.37% | −637−3.5% | Reduced |
| Checchi Capital Advisers, LLC | 17,331 | $4.65M | 0.33% | +522+3.1% | Added |
| South State Corp. | 17,290 | $4.64M | 0.21% | +552+3.3% | Added |
| Cyndeo Wealth Partners, LLC | 17,275 | $4.64M | 0.30% | −3,130−15.3% | Reduced |
| Harbour Capital Advisors, LLC | 18,151 | $4.63M | 1.15% | +718+4.1% | Added |
| Oak Harvest Investment Services | 17,238 | $4.63M | 0.65% | +4,190+32.1% | Added |
| Brady Family Wealth, LLC | 17,217 | $4.62M | 1.48% | −359−2.0% | Reduced |
| Oak Associates, Ltd | 17,182 | $4.61M | 0.35% | +10.0% | Added |
| Boston Private Wealth LLC | 17,072 | $4.58M | 0.19% | +803+4.9% | Added |
| Cavalier Investments, LLC | 16,991 | $4.56M | 1.55% | −28−0.2% | Reduced |
| Elite Wealth Management, Inc. | 16,986 | $4.56M | 1.31% | −1,053−5.8% | Reduced |
| MUFG Securities Americas Inc. | 16,940 | $4.55M | 0.53% | +2,828+20.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 16,939 | $4.55M | 2.15% | −3,691−17.9% | Reduced |
| Optas, LLC | 16,863 | $4.53M | 0.79% | −5,649−25.1% | Reduced |
| FourThought Financial Partners, LLC | 16,803 | $4.51M | 0.47% | −233−1.4% | Reduced |
| AXS Investments LLC | 16,796 | $4.51M | 1.25% | −412−2.4% | Reduced |
| Sandhill Capital Partners LLC | 16,731 | $4.49M | 0.37% | +16,731 | New |
| RBA Wealth Management, LLC | 16,730 | $4.49M | 1.78% | +273+1.7% | Added |
| Hudson Capital Management LLC | 16,646 | $4.47M | 1.36% | +391+2.4% | Added |
| Fifth Third Wealth Advisors LLC | 16,627 | $4.46M | 0.23% | +1,906+12.9% | Added |
| Ocean Capital Management, LLC | 16,571 | $4.45M | 1.06% | +72+0.4% | Added |
| FRG Family Wealth Advisors LLC | 16,481 | $4.42M | 0.85% | −526−3.1% | Reduced |
| AlTi Global, Inc. | 16,466 | $4.42M | 0.12% | −2,006−10.9% | Reduced |
| Prentiss Smith & Co Inc | 16,408 | $4.40M | 2.85% | −54−0.3% | Reduced |
| Pegasus Asset Management, Inc. | 16,405 | $4.40M | 1.76% | +241+1.5% | Added |
| Parsons Capital Management Inc | 16,324 | $4.38M | 0.24% | −349−2.1% | Reduced |
| Arrow Financial Corp | 16,230 | $4.36M | 0.49% | −9,993−38.1% | Reduced |
| Nicollet Investment Management, Inc. | 16,118 | $4.33M | 1.52% | +945+6.2% | Added |
| Roberts Wealth Advisors, LLC | 16,106 | $4.32M | 1.33% | +5,027+45.4% | Added |
| Savoie Capital LLC | 12,900 | $4.31M | 0.51% | 00.0% | Unchanged |
| Ascent Group, LLC | 16,039 | $4.30M | 0.18% | −148−0.9% | Reduced |
| Condor Capital Management | 16,009 | $4.30M | 0.40% | −318−1.9% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $4.29M | 1.01% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 15,999 | $4.29M | 0.83% | −344−2.1% | Reduced |
| Wedmont Private Capital | 16,811 | $4.29M | 0.22% | +155+0.9% | Added |
| Linscomb & Williams, Inc. | 15,962 | $4.28M | 0.21% | +90+0.6% | Added |
| GeoWealth Management, LLC | 15,937 | $4.28M | 0.17% | −1,242−7.2% | Reduced |
| First Interstate Bank | 15,837 | $4.25M | 0.25% | −515−3.1% | Reduced |
| RNC Capital Management LLC | 15,649 | $4.20M | 0.21% | +14,976+2,225.3% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $4.19M | 0.16% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 15,533 | $4.17M | 0.81% | +1,585+11.4% | Added |
| Twin Capital Management Inc | 15,458 | $4.15M | 0.48% | −7,444−32.5% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 15,451 | $4.15M | 1.69% | +450+3.0% | Added |
| Bey-Douglas LLC | 15,425 | $4.14M | 3.78% | −97−0.6% | Reduced |
| WCG Wealth Advisors LLC | 15,336 | $4.12M | 0.31% | −612−3.8% | Reduced |
| Arlington Financial Advisors, LLC | 15,251 | $4.09M | 0.72% | +53+0.3% | Added |
| Somerville Kurt F | 15,189 | $4.08M | 0.71% | +6,638+77.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,141 | $4.06M | 0.15% | −2,556−14.4% | Reduced |
| Strategic Planning Group, LLC | 15,117 | $4.06M | 0.79% | −902−5.6% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,106 | $4.05M | 0.38% | −318−2.1% | Reduced |