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 |
|---|---|---|---|---|---|
| Gs Investments, Inc. | 11,698 | $3.14M | 1.48% | +40.0% | Added |
| Buckingham Strategic Partners | 11,692 | $3.14M | 0.05% | +503+4.5% | Added |
| Cohen Investment Advisors LLC | 11,678 | $3.13M | 1.82% | +456+4.1% | Added |
| Canandaigua National Bank & Trust Co | 11,671 | $3.13M | 0.31% | +339+3.0% | Added |
| Harbor Investment Advisory, LLC | 28,281 | $3.13M | 0.30% | −368−1.3% | Reduced |
| RWM Asset Management, LLC | 11,621 | $3.12M | 0.49% | +568+5.1% | Added |
| Qtron Investments LLC | 11,559 | $3.10M | 0.46% | −945−7.6% | Reduced |
| True North Advisors, LLC | 11,555 | $3.10M | 0.55% | −2,394−17.2% | Reduced |
| 180 Wealth Advisors, LLC | 11,512 | $3.09M | 0.49% | +1,173+11.3% | Added |
| Clarius Group, LLC | 11,451 | $3.07M | 0.19% | +1,540+15.5% | Added |
| Garrett Investment Advisors LLC | 11,435 | $3.07M | 0.30% | +933+8.9% | Added |
| Change Path, LLC | 11,391 | $3.06M | 0.09% | +2,400+26.7% | Added |
| IronBridge Private Wealth, LLC | 11,386 | $3.06M | 1.20% | +11,386 | New |
| OMC Financial Services LTD | 11,329 | $3.04M | 1.36% | −61−0.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 11,323 | $3.04M | 1.36% | −384−3.3% | Reduced |
| SCS Capital Management LLC | 11,228 | $3.01M | 0.04% | +11,228 | New |
| Arete Wealth Advisors, LLC | 11,302 | $3.01M | 0.23% | +6,005+113.4% | Added |
| Pitcairn Co | 11,193 | $3.00M | 0.18% | −712−6.0% | Reduced |
| Jefferies Financial Group Inc. | 11,186 | $3.00M | 0.05% | −27,255−70.9% | Reduced |
| Montag A & Associates Inc | 11,138 | $2.99M | 0.15% | +8,890+395.5% | Added |
| Puzo Michael J | 11,124 | $2.99M | 0.86% | +5,548+99.5% | Added |
| Strategic Global Advisors, LLC | 11,074 | $2.97M | 0.59% | +11,074 | New |
| Kovack Advisors, Inc. | 11,054 | $2.97M | 0.31% | +981+9.7% | Added |
| Sachetta, LLC | 11,053 | $2.97M | 1.22% | +35+0.3% | Added |
| Trust Asset Management LLC | 11,033 | $2.96M | 0.24% | −188−1.7% | Reduced |
| IFP Advisors, Inc | 11,027 | $2.96M | 0.09% | +1,294+13.3% | Added |
| Freemont Management S.A. | 11,000 | $2.95M | 1.16% | +11,000 | New |
| SeaCrest Wealth Management, LLC | 11,000 | $2.95M | 0.33% | −918−7.7% | Reduced |
| Cabot Wealth Management Inc | 10,981 | $2.95M | 0.38% | +108+1.0% | Added |
| Enterprise Bank & Trust Co | 10,901 | $2.93M | 1.13% | +23+0.2% | Added |
| Cache Advisors, LLC | 10,884 | $2.92M | 1.12% | +1,380+14.5% | Added |
| Alps Advisors Inc | 10,809 | $2.90M | 0.02% | +2,805+35.0% | Added |
| Flagship Harbor Advisors, LLC | 10,763 | $2.89M | 0.15% | +401+3.9% | Added |
| Roundview Capital LLC | 10,757 | $2.89M | 0.21% | −337−3.0% | Reduced |
| MV Capital Management, Inc. | 10,747 | $2.88M | 0.31% | +542+5.3% | Added |
| Bristlecone Advisors, LLC | 10,742 | $2.88M | 0.24% | +3,566+49.7% | Added |
| Broderick Brian C | 10,696 | $2.87M | 0.58% | +3,932+58.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 10,678 | $2.87M | 1.85% | −1,018−8.7% | Reduced |
| Impact Asset Management GmbH | 10,610 | $2.85M | 1.12% | −170−1.6% | Reduced |
| Generali Investments, Management Co LLC | 10,607 | $2.85M | 0.81% | −12,959−55.0% | Reduced |
| Avestar Capital, LLC | 10,580 | $2.84M | 0.27% | +446+4.4% | Added |
| Fulton Bank, N.A. | 10,556 | $2.83M | 0.11% | +15+0.1% | Added |
| GPM Growth Investors, Inc. | 10,544 | $2.83M | 1.24% | +100+1.0% | Added |
| Westpac Banking Corp | 10,535 | $2.83M | 0.21% | +521+5.2% | Added |
| Birch Hill Investment Advisors LLC | 10,517 | $2.82M | 0.13% | +183+1.8% | Added |
| Sumitomo Life Insurance Co | 10,493 | $2.82M | 0.10% | −161−1.5% | Reduced |
| Forum Financial Management, LP | 10,477 | $2.81M | 0.05% | −66−0.6% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 10,454 | $2.81M | 2.23% | +10,454 | New |
| WealthShield Partners, LLC | 10,444 | $2.80M | 0.36% | +1,882+22.0% | Added |
| Cable Hill Partners, LLC | 10,400 | $2.79M | 0.27% | −81−0.8% | Reduced |
| Great Lakes Retirement, Inc. | 10,366 | $2.78M | 0.36% | +691+7.1% | Added |
| IPG Investment Advisors LLC | 10,362 | $2.78M | 0.63% | −5,661−35.3% | Reduced |
| KPP Advisory Services LLC | 10,358 | $2.78M | 0.53% | +2,983+40.4% | Added |
| Morningstar Investment Services LLC | 10,348 | $2.78M | 0.51% | −15,403−59.8% | Reduced |
| Institute for Wealth Management, LLC. | 10,332 | $2.77M | 0.36% | −59−0.6% | Reduced |
| OV Management LLC | 10,324 | $2.77M | 1.30% | −1,498−12.7% | Reduced |
| Kestra Investment Management, LLC | 10,323 | $2.77M | 0.09% | +6,632+179.7% | Added |
| Exchange Traded Concepts, LLC | 10,317 | $2.77M | 0.05% | +6,290+156.2% | Added |
| Highland Capital Management, LLC | 10,292 | $2.76M | 0.17% | −2,633−20.4% | Reduced |
| Pictet North America Advisors SA | 10,287 | $2.76M | 0.28% | +338+3.4% | Added |
| Archford Capital Strategies, LLC | 10,271 | $2.76M | 0.40% | +2,247+28.0% | Added |
| Strategic Advisors LLC | 10,269 | $2.76M | 0.53% | −15,261−59.8% | Reduced |
| Venturi Wealth Management, LLC | 10,261 | $2.75M | 0.14% | +342+3.4% | Added |
| Mather Group, LLC. | 10,235 | $2.75M | 0.03% | +6,809+198.7% | Added |
| Scharf Investments, LLC | 10,233 | $2.75M | 0.08% | −129−1.2% | Reduced |
| Point72 Hong Kong Ltd | 10,224 | $2.74M | 0.20% | −4,997−32.8% | Reduced |
| Moody National Bank Trust Division | 10,215 | $2.74M | 0.29% | +24+0.2% | Added |
| M&G Plc | 10,223 | $2.74M | 0.01% | −3,411−25.0% | Reduced |
| Segment Wealth Management, LLC | 10,179 | $2.73M | 0.18% | +641+6.7% | Added |
| Sculati Wealth Management, LLC | 10,133 | $2.72M | 1.10% | −10−0.1% | Reduced |
| Axxcess Wealth Management, LLC | 10,121 | $2.72M | 0.07% | −1,411−12.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 10,121 | $2.72M | 0.54% | +1,051+11.6% | Added |
| Graphene Investments SAS | 10,100 | $2.71M | 1.98% | +1,300+14.8% | Added |
| Joseph Group Capital Management | 10,073 | $2.70M | 1.03% | +1,268+14.4% | Added |
| Perpetual Ltd | 10,022 | $2.69M | 0.03% | +2,097+26.5% | Added |
| Bay Rivers Group | 10,010 | $2.69M | 1.41% | −137−1.4% | Reduced |
| Penserra Capital Management LLC | 10,015 | $2.69M | 0.05% | −4,834−32.6% | Reduced |
| Northstar Advisory Group, LLC | 10,006 | $2.69M | 1.75% | +50.0% | Added |
| Columbus Hill Capital Management, L.P. | 10,000 | $2.68M | 0.57% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 9,900 | $2.67M | 0.36% | +9,900 | New |
| Aft, Forsyth & Company, Inc. | 9,964 | $2.67M | 1.44% | +100+1.0% | Added |
| Ronald Blue Trust, Inc. | 9,956 | $2.67M | 0.03% | +865+9.5% | Added |
| Nikulski Financial, Inc. | 9,945 | $2.67M | 0.81% | +200+2.1% | Added |
| Unique Wealth, LLC | 9,922 | $2.66M | 0.50% | +2,083+26.6% | Added |
| Norway Savings Bank | 9,846 | $2.64M | 1.50% | +231+2.4% | Added |
| Tiemann Investment Advisors, LLC | 9,826 | $2.64M | 1.20% | −50−0.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 9,786 | $2.63M | 0.05% | −760−7.2% | Reduced |
| Element Capital Management LLC | 9,712 | $2.61M | 0.65% | +9,712 | New |
| United Bank | 9,698 | $2.60M | 1.08% | +1,430+17.3% | Added |
| Valley National Advisers Inc | 9,644 | $2.59M | 0.47% | +313+3.4% | Added |
| Shorepoint Capital Partners LLC | 9,622 | $2.58M | 0.58% | +957+11.0% | Added |
| Financial Advocates Investment Management | 9,579 | $2.57M | 0.18% | +412+4.5% | Added |
| XTX Topco Ltd | 9,533 | $2.56M | 0.13% | −4,039−29.8% | Reduced |
| Welch & Forbes LLC | 9,526 | $2.56M | 0.03% | +131+1.4% | Added |
| Missouri Trust & Investment Co | 9,485 | $2.55M | 0.89% | +113+1.2% | Added |
| Eagle Strategies LLC | 9,479 | $2.54M | 0.44% | +7,390+353.8% | Added |
| SageView Advisory Group, LLC | 9,459 | $2.54M | 0.11% | −632−6.3% | Reduced |
| Paradigm Asset Management Co LLC | 9,450 | $2.54M | 0.67% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 9,436 | $2.53M | 1.61% | −150−1.6% | Reduced |
| CFC Planning Co LLC | 9,427 | $2.53M | 2.76% | +815+9.5% | Added |