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 |
|---|---|---|---|---|---|
| Tritonpoint Wealth, LLC | 15,089 | $4.05M | 0.39% | +159+1.1% | Added |
| Investment Research & Advisory Group, Inc. | 15,072 | $4.04M | 1.70% | +33+0.2% | Added |
| Cullen Investment Group, Ltd. | 15,054 | $4.04M | 0.61% | −1,964−11.5% | Reduced |
| Vickerman Investment Advisors, Inc. | 15,020 | $4.03M | 0.91% | +1,472+10.9% | Added |
| Midwest Professional Planners, LTD. | 15,000 | $4.03M | 1.25% | −702−4.5% | Reduced |
| PKO Investment Management Joint-Stock Co | 15,000 | $4.03M | 0.46% | +15,000 | New |
| Edmond de Rothschild Holding S.A. | 14,976 | $4.02M | 0.07% | −2,378−13.7% | Reduced |
| Trust Co of Toledo NA | 14,927 | $4.01M | 0.53% | −15−0.1% | Reduced |
| Sepio Capital, LP | 14,910 | $4.00M | 0.32% | −386−2.5% | Reduced |
| Modus Advisors, LLC | 14,796 | $3.97M | 1.30% | +390+2.7% | Added |
| Wright Investors Service Inc | 14,790 | $3.97M | 1.31% | +4,461+43.2% | Added |
| Progressive Investment Management Corp | 14,776 | $3.97M | 1.11% | −250−1.7% | Reduced |
| 111 Capital | 14,774 | $3.96M | 0.77% | +9,365+173.1% | Added |
| Y.D. More Investments Ltd | 14,683 | $3.94M | 0.34% | −4,300−22.7% | Reduced |
| Clarity Capital Partners LLC | 14,659 | $3.93M | 1.59% | −477−3.2% | Reduced |
| De Burlo Group Inc | 14,614 | $3.92M | 0.58% | −950−6.1% | Reduced |
| Aigen Investment Management, LP | 14,610 | $3.92M | 0.63% | +9,185+169.3% | Added |
| Siren, L.L.C. | 14,600 | $3.92M | 0.22% | +14,600 | New |
| NBT Bank N A | 14,362 | $3.85M | 0.28% | +391+2.8% | Added |
| Charter Trust Co | 14,346 | $3.85M | 0.26% | −320−2.2% | Reduced |
| Hillman Capital Management, Inc. | 14,333 | $3.85M | 1.89% | −6,824−32.3% | Reduced |
| Cozad Asset Management Inc | 14,329 | $3.85M | 0.38% | −88−0.6% | Reduced |
| Integrated Advisors Network LLC | 14,311 | $3.84M | 0.19% | +2,800+24.3% | Added |
| Redwood Investments, LLC | 14,295 | $3.84M | 1.44% | +428+3.1% | Added |
| Hixon Zuercher, LLC | 14,291 | $3.84M | 1.35% | +235+1.7% | Added |
| Beech Hill Advisors, Inc. | 14,275 | $3.83M | 1.52% | −190−1.3% | Reduced |
| GAMMA Investing LLC | 14,166 | $3.80M | 0.29% | +1,725+13.9% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14,150 | $3.80M | 0.95% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 14,134 | $3.79M | 0.11% | +518+3.8% | Added |
| HBW Advisory Services LLC | 14,125 | $3.79M | 0.54% | −645−4.4% | Reduced |
| Shaker Investments LLC | 14,114 | $3.79M | 1.82% | +6,909+95.9% | Added |
| Voleon Capital Management LP | 14,073 | $3.78M | 0.30% | +10,736+321.7% | Added |
| Ashton Thomas Private Wealth, LLC | 14,030 | $3.77M | 0.14% | −1,356−8.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 14,000 | $3.76M | 0.75% | +193+1.4% | Added |
| Peapack Gladstone Financial Corp | 14,001 | $3.76M | 0.06% | −552−3.8% | Reduced |
| Northeast Financial Consultants Inc | 13,980 | $3.75M | 0.17% | −2,223−13.7% | Reduced |
| Centaurus Financial, Inc. | 13,914 | $3.73M | 0.23% | +2,338+20.2% | Added |
| IHT Wealth Management, LLC | 13,883 | $3.73M | 0.12% | +2,759+24.8% | Added |
| John G Ullman & Associates Inc | 13,761 | $3.69M | 0.57% | +236+1.7% | Added |
| Spire Wealth Management | 13,647 | $3.66M | 0.12% | −686−4.8% | Reduced |
| Clark Capital Management Group, Inc. | 13,569 | $3.64M | 0.03% | −13,449−49.8% | Reduced |
| KCM Investment Advisors LLC | 13,531 | $3.63M | 0.13% | +74+0.5% | Added |
| Savant Capital, LLC | 13,322 | $3.58M | 0.03% | −2,005−13.1% | Reduced |
| WD Rutherford LLC | 14,023 | $3.57M | 1.90% | +59+0.4% | Added |
| Canal Capital Management, LLC | 13,300 | $3.57M | 0.60% | −452−3.3% | Reduced |
| RFG Advisory, LLC | 13,202 | $3.54M | 0.10% | +1,051+8.6% | Added |
| Richard Bernstein Advisors LLC | 13,202 | $3.54M | 0.09% | −556−4.0% | Reduced |
| Silphium Asset Management Ltd | 13,195 | $3.54M | 2.85% | +5,695+75.9% | Added |
| Naples Global Advisors, LLC | 13,120 | $3.52M | 0.33% | +1,607+14.0% | Added |
| Winch Advisory Services, LLC | 13,068 | $3.51M | 0.93% | +98+0.8% | Added |
| Munro Partners | 13,040 | $3.50M | 0.17% | +13,040 | New |
| Ally Financial Inc. | 13,000 | $3.49M | 0.39% | +13,000 | New |
| Capital Group Investment Management Pte. Ltd. | 12,974 | $3.48M | 0.71% | +356+2.8% | Added |
| Transamerica Financial Advisors, Inc. | 12,924 | $3.47M | 0.35% | −134−1.0% | Reduced |
| Icon Advisers Inc | 12,900 | $3.46M | 0.81% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 12,805 | $3.44M | 0.96% | +593+4.9% | Added |
| Stelac Advisory Services LLC | 12,761 | $3.42M | 1.41% | +71+0.6% | Added |
| Paradigm Financial Partners, LLC | 12,701 | $3.41M | 0.42% | +313+2.5% | Added |
| RD Finance Ltd | 12,645 | $3.39M | 2.72% | +12,645 | New |
| Conscious Wealth Investments, LLC | 12,305 | $3.39M | 2.35% | +2,197+21.7% | Added |
| Cumberland Partners Ltd | 12,600 | $3.38M | 0.26% | +1,500+13.5% | Added |
| NBC Securities, Inc. | 12,580 | $3.38M | 0.29% | +12,569+114,263.6% | Added |
| Simplex Trading, LLC | 12,498 | $3.35M | 0.12% | −15,705−55.7% | Reduced |
| Laurel Wealth Advisors LLC | 12,469 | $3.35M | 0.52% | −166−1.3% | Reduced |
| Evolution Wealth Advisors, LLC | 12,410 | $3.33M | 0.56% | +12,410 | New |
| Hancock Whitney Corp | 12,398 | $3.33M | 0.11% | +331+2.7% | Added |
| Bulltick Wealth Management, LLC | 12,352 | $3.31M | 0.88% | +1,478+13.6% | Added |
| CWA Asset Management Group, LLC | 12,342 | $3.31M | 0.16% | −3,366−21.4% | Reduced |
| Advisor Resource Council | 14,343 | $3.31M | 0.27% | +14,343 | New |
| Altrafin AG | 12,324 | $3.31M | 1.29% | +2,739+28.6% | Added |
| Arthur M. Cohen & Associates, LLC | 12,300 | $3.30M | 0.63% | −198−1.6% | Reduced |
| Mathes Company, Inc. | 12,298 | $3.30M | 1.34% | +9,823+396.9% | Added |
| Wellington Shields Capital Management, LLC | 12,288 | $3.30M | 0.60% | +700+6.0% | Added |
| Gilliland Jeter Wealth Management LLC | 12,283 | $3.30M | 1.17% | −180−1.4% | Reduced |
| Pin Oak Investment Advisors Inc | 12,207 | $3.30M | 2.51% | +12,040+7,209.6% | Added |
| Finer Wealth Management, Inc. | 12,239 | $3.28M | 1.97% | +172+1.4% | Added |
| Harrell Investment Partners, LLC | 12,191 | $3.27M | 0.97% | −913−7.0% | Reduced |
| Itau Unibanco Holding S.A. | 12,169 | $3.27M | 0.13% | +6,721+123.4% | Added |
| Courier Capital LLC | 12,158 | $3.26M | 0.21% | −837−6.4% | Reduced |
| Insigneo Advisory Services, LLC | 12,130 | $3.26M | 0.34% | +2,851+30.7% | Added |
| Fidelis Capital Partners, LLC | 12,134 | $3.25M | 0.35% | +375+3.2% | Added |
| Tounjian Advisory Partners, LLC | 12,100 | $3.25M | 0.61% | +12,100 | New |
| Marion Wealth Management | 12,060 | $3.24M | 0.86% | +10,990+1,027.1% | Added |
| Western Wealth Management, LLC | 12,050 | $3.23M | 0.21% | −2,081−14.7% | Reduced |
| J.W. Cole Advisors, Inc. | 12,018 | $3.23M | 0.10% | +1,752+17.1% | Added |
| Fragasso Group Inc. | 12,015 | $3.22M | 0.24% | −8,846−42.4% | Reduced |
| New Hampshire Trust | 11,982 | $3.22M | 0.74% | +17+0.1% | Added |
| Kelly Lawrence W & Associates Inc | 11,954 | $3.21M | 0.78% | −280−2.3% | Reduced |
| Mutual Advisors, LLC | 11,950 | $3.20M | 0.09% | +1,200+11.2% | Added |
| Occidental Asset Management, LLC | 11,851 | $3.18M | 0.48% | +691+6.2% | Added |
| Mirabella Financial Services LLP | 11,751 | $3.17M | 0.13% | +10,801+1,136.9% | Added |
| Central Pacific Bank - Trust Division | 11,822 | $3.17M | 0.44% | −3,837−24.5% | Reduced |
| Hilltop Holdings Inc. | 11,813 | $3.17M | 0.20% | +847+7.7% | Added |
| Bensler, LLC | 11,807 | $3.17M | 0.40% | +11,807 | New |
| Independence Bank of Kentucky | 11,799 | $3.17M | 0.50% | −640−5.1% | Reduced |
| Otter Creek Advisors, LLC | 11,725 | $3.15M | 2.19% | −800−6.4% | Reduced |
| West Coast Financial LLC | 11,719 | $3.14M | 0.36% | +11,719 | New |
| Transatlantique Private Wealth LLC | 11,714 | $3.14M | 1.25% | −491−4.0% | Reduced |
| BigSur Wealth Management LLC | 11,700 | $3.14M | 0.85% | +1,700+17.0% | Added |
| Railway Pension Investments Ltd | 11,700 | $3.14M | 0.04% | +11,700 | New |