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 |
|---|---|---|---|---|---|
| Zhang Financial LLC | 9,417 | $2.53M | 0.13% | +2,390+34.0% | Added |
| Premier Path Wealth Partners, LLC | 9,416 | $2.53M | 0.39% | +560+6.3% | Added |
| Maytus Capital Management, LLC | 9,371 | $2.51M | 0.77% | −19,629−67.7% | Reduced |
| Sowell Financial Services LLC | 9,345 | $2.51M | 0.11% | +9,345 | New |
| Private Trust Co NA | 9,344 | $2.51M | 0.26% | +756+8.8% | Added |
| Davidson Capital Management Inc. | 9,339 | $2.51M | 0.68% | −3,850−29.2% | Reduced |
| Aperture Investors, LLC | 9,338 | $2.51M | 0.38% | −5,277−36.1% | Reduced |
| Voya Financial Advisors, Inc. | 9,281 | $2.51M | 0.28% | −169−1.8% | Reduced |
| Keeler Thomas Management LLC | 9,331 | $2.50M | 1.23% | −5,013−34.9% | Reduced |
| Cigna Investments Inc | 9,330 | $2.50M | 0.47% | −206−2.2% | Reduced |
| Processus Wealth & Capital Management, LLC | 9,325 | $2.50M | 2.13% | +64+0.7% | Added |
| Connable Office Inc | 9,320 | $2.50M | 0.27% | −143−1.5% | Reduced |
| Naviter Wealth, LLC | 9,231 | $2.49M | 0.30% | +42+0.5% | Added |
| HighVista Strategies LLC | 9,285 | $2.49M | 0.96% | −300−3.1% | Reduced |
| Boltwood Capital Management | 9,265 | $2.49M | 0.76% | −183−1.9% | Reduced |
| Principle Wealth Partners LLC | 9,259 | $2.48M | 0.18% | +50+0.5% | Added |
| Aft, Forsyth & Sober, LLC | 9,250 | $2.48M | 0.87% | +100+1.1% | Added |
| Secure Asset Management, LLC | 9,244 | $2.48M | 0.50% | +1,893+25.8% | Added |
| Ameritas Investment Partners, Inc. | 9,230 | $2.48M | 0.09% | −85−0.9% | Reduced |
| Good Life Advisors, LLC | 9,190 | $2.47M | 0.17% | +7,401+413.7% | Added |
| Smartleaf Asset Management LLC | 9,098 | $2.46M | 0.24% | +352+4.0% | Added |
| Invst, LLC | 9,150 | $2.46M | 0.34% | −8,268−47.5% | Reduced |
| Sphera Funds Management Ltd. | 9,100 | $2.44M | 0.60% | +9,100 | New |
| DSG Capital Advisors, LLC | 9,089 | $2.44M | 0.49% | −593−6.1% | Reduced |
| Moneta Group Investment Advisors LLC | 9,055 | $2.43M | 0.03% | −877−8.8% | Reduced |
| Little House Capital LLC | 9,045 | $2.43M | 0.67% | +411+4.8% | Added |
| Inspire Trust Co, N.A. | 9,000 | $2.42M | 0.57% | +3,500+63.6% | Added |
| L.M. Kohn & Company | 8,989 | $2.41M | 0.63% | +626+7.5% | Added |
| Howard Capital Management Inc. | 8,971 | $2.41M | 0.06% | +2,681+42.6% | Added |
| Diversify Advisory Services, LLC | 8,977 | $2.40M | 0.15% | +1,619+22.0% | Added |
| Citizens & Northern Corp | 8,913 | $2.39M | 0.67% | −123−1.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 8,901 | $2.39M | 0.68% | −253−2.8% | Reduced |
| UBS Oconnor LLC | 8,896 | $2.39M | 0.06% | −25,000−73.8% | Reduced |
| Wealth Alliance | 8,849 | $2.37M | 0.29% | +1,035+13.2% | Added |
| RMR Wealth Builders | 8,833 | $2.37M | 0.25% | +623+7.6% | Added |
| Herbst Group, LLC | 8,810 | $2.36M | 1.67% | −200−2.2% | Reduced |
| Boomfish Wealth Group, LLC | 8,807 | $2.36M | 1.53% | −84−0.9% | Reduced |
| Centiva Capital, LP | 8,798 | $2.36M | 0.14% | +8,123+1,203.4% | Added |
| Carmignac Gestion | 8,792 | $2.36M | 0.04% | +4,107+87.7% | Added |
| Clear Harbor Asset Management, LLC | 8,788 | $2.36M | 0.19% | +1,008+13.0% | Added |
| First County Bank | 8,745 | $2.35M | 1.30% | +3,878+79.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,738 | $2.34M | 0.06% | +2,672+44.0% | Added |
| Triangle Securities Wealth Management | 8,719 | $2.34M | 0.60% | −53−0.6% | Reduced |
| Chicago Partners Investment Group LLC | 8,382 | $2.33M | 0.08% | +466+5.9% | Added |
| Sender Co & Partners, Inc. | 8,688 | $2.33M | 1.73% | +8,688 | New |
| Coastal Bridge Advisors, LLC | 8,673 | $2.33M | 0.33% | +7,889+1,006.3% | Added |
| Kampmann Melissa S. | 8,609 | $2.31M | 1.83% | +150+1.8% | Added |
| Agate Pass Investment Management, LLC | 8,585 | $2.30M | 0.99% | +1,364+18.9% | Added |
| Skopos Labs, Inc. | 8,544 | $2.29M | 0.50% | +950+12.5% | Added |
| Resonant Capital Advisors, LLC | 8,528 | $2.29M | 0.16% | +569+7.1% | Added |
| EverSource Wealth Advisors, LLC | 8,510 | $2.28M | 0.13% | +1,082+14.6% | Added |
| Nelson Capital Management, LLC | 8,494 | $2.28M | 0.39% | +312+3.8% | Added |
| Burns J W & Co Inc | 8,493 | $2.28M | 0.30% | −502−5.6% | Reduced |
| Bridgeway Capital Management, LLC | 8,470 | $2.27M | 0.06% | +3,970+88.2% | Added |
| Smith, Salley & Associates | 8,466 | $2.27M | 0.15% | +3,024+55.6% | Added |
| Stonegate Investment Group, LLC | 8,444 | $2.27M | 0.06% | +67+0.8% | Added |
| Verde Capital Management | 8,437 | $2.26M | 0.64% | +286+3.5% | Added |
| Wealthcare Advisory Partners LLC | 8,434 | $2.26M | 0.06% | −376−4.3% | Reduced |
| Shepherd Financial Partners LLC | 8,392 | $2.25M | 0.26% | +62+0.7% | Added |
| Dover Advisors, LLC | 8,390 | $2.25M | 0.98% | +1,651+24.5% | Added |
| Adviser Investments LLC | 8,375 | $2.25M | 0.03% | −2,651−24.0% | Reduced |
| StoneX Group Inc. | 8,328 | $2.24M | 0.12% | +518+6.6% | Added |
| Wealthspire Advisors, LLC | 8,324 | $2.23M | 0.01% | +426+5.4% | Added |
| Sofos Investments, Inc. | 8,310 | $2.23M | 0.49% | +8,310 | New |
| LifePlan Financial, LLC | 8,294 | $2.23M | 1.94% | +9+0.1% | Added |
| Compton Wealth Advisory Group, LLC | 8,289 | $2.22M | 0.62% | +122+1.5% | Added |
| Graypoint LLC | 8,265 | $2.22M | 0.14% | −105−1.3% | Reduced |
| Polen Capital Management LLC | 8,257 | $2.22M | 0.01% | −11,325−57.8% | Reduced |
| Quest Partners LLC | 8,253 | $2.21M | 0.24% | +5,821+239.4% | Added |
| Twinbeech Capital LP | 8,190 | $2.20M | 0.04% | −8,830−51.9% | Reduced |
| Power Wealth Management LLC | 8,142 | $2.19M | 0.88% | +181+2.3% | Added |
| DeDora Capital, Inc. | 8,125 | $2.18M | 0.63% | +46+0.6% | Added |
| Congress Park Capital LLC | 8,123 | $2.18M | 0.83% | −314−3.7% | Reduced |
| Axq Capital, LP | 8,101 | $2.17M | 0.87% | +5,990+283.8% | Added |
| Elmwood Wealth Management, Inc. | 8,077 | $2.17M | 0.89% | −85−1.0% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 8,055 | $2.16M | 0.77% | +146+1.8% | Added |
| Charter Research & Investment Group, Inc. | 8,052 | $2.16M | 1.65% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 8,050 | $2.16M | 0.52% | −270−3.2% | Reduced |
| Connective Capital Management, LLC | 7,989 | $2.14M | 1.97% | +7,989 | New |
| Peterson Wealth Management | 7,987 | $2.14M | 1.44% | +262+3.4% | Added |
| Chickasaw Capital Management LLC | 7,980 | $2.14M | 0.08% | −185−2.3% | Reduced |
| CMT Capital Markets Trading GmbH | 7,975 | $2.14M | 0.88% | +7,975 | New |
| Rice Partnership, LLC | 7,942 | $2.13M | 0.44% | +7,942 | New |
| Bell Bank | 7,940 | $2.13M | 0.12% | −657−7.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,930 | $2.13M | 0.20% | +30.0% | Added |
| South Dakota Investment Council | 7,928 | $2.13M | 0.04% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 7,923 | $2.13M | 0.19% | +108+1.4% | Added |
| FOCUS Wealth Advisors, LLC | 7,890 | $2.12M | 1.17% | −197−2.4% | Reduced |
| Heritage Trust Co | 7,876 | $2.11M | 0.26% | +1,269+19.2% | Added |
| Signet Financial Management, LLC | 7,874 | $2.11M | 0.29% | −126−1.6% | Reduced |
| Steinberg Asset Management LLC | 7,843 | $2.10M | 1.71% | +1,523+24.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,830 | $2.10M | 0.24% | +65+0.8% | Added |
| Pinnacle Holdings, LLC | 7,812 | $2.10M | 0.80% | −417−5.1% | Reduced |
| Field & Main Bank | 7,812 | $2.10M | 0.74% | +20.0% | Added |
| Ascent Wealth Partners, LLC | 7,775 | $2.09M | 0.28% | +157+2.1% | Added |
| Jamison Private Wealth Management, Inc. | 7,765 | $2.08M | 0.32% | +24+0.3% | Added |
| PFC Capital Group, Inc. | 7,764 | $2.08M | 1.05% | −106−1.3% | Reduced |
| SWP Investment Management LLC | 7,756 | $2.08M | 2.60% | +7,756 | New |
| Belpointe Asset Management LLC | 7,735 | $2.08M | 0.11% | +3,694+91.4% | Added |
| Integrity Alliance, LLC. | 7,737 | $2.08M | 0.08% | +6,578+567.6% | Added |