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 |
|---|---|---|---|---|---|
| Harfst & Associates, Inc. | 7,716 | $2.07M | 0.48% | +127+1.7% | Added |
| Navalign, LLC | 7,712 | $2.07M | 0.59% | −93−1.2% | Reduced |
| Bangor Savings Bank | 7,707 | $2.07M | 0.20% | −155−2.0% | Reduced |
| Umpqua Bank | 7,697 | $2.07M | 0.71% | +294+4.0% | Added |
| Nicolet Bankshares Inc | 7,679 | $2.06M | 0.41% | −377−4.7% | Reduced |
| Intrust Bank NA | 7,663 | $2.06M | 0.20% | +489+6.8% | Added |
| FCG Investment Co | 7,654 | $2.05M | 1.29% | +7,654 | New |
| Unique Wealth Strategies, LLC | 7,653 | $2.05M | 0.93% | −85−1.1% | Reduced |
| EPG Wealth Management LLC | 7,648 | $2.05M | 0.57% | +395+5.4% | Added |
| TSFG, LLC | 7,642 | $2.05M | 0.42% | +16+0.2% | Added |
| Beaumont Asset Management, L.L.C. | 7,642 | $2.05M | 1.24% | +16+0.2% | Added |
| Kidder Stephen W | 7,642 | $2.05M | 0.64% | +3,714+94.6% | Added |
| WSFS Capital Management, LLC | 7,636 | $2.05M | 0.12% | +233+3.1% | Added |
| Arvest Investments, Inc. | 7,630 | $2.05M | 0.32% | +6,643+673.0% | Added |
| Ameritas Advisory Services, LLC | 7,178 | $2.05M | 0.08% | −410−5.4% | Reduced |
| Goelzer Investment Management, Inc. | 7,562 | $2.03M | 0.12% | +7,562 | New |
| Icapital Wealth LLC | 7,547 | $2.03M | 1.23% | +2,477+48.9% | Added |
| Wealth Management Partners, LLC | 7,547 | $2.03M | 0.94% | −45−0.6% | Reduced |
| Cito Capital Group, LLC | 7,500 | $2.01M | 0.76% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 7,999 | $2.00M | 0.44% | +782+10.8% | Added |
| Schechter Investment Advisors, LLC | 7,453 | $2.00M | 0.16% | −1,162−13.5% | Reduced |
| Concord Wealth Partners | 7,443 | $2.00M | 0.33% | −85−1.1% | Reduced |
| Coastline Trust Co | 7,425 | $1.99M | 0.25% | +1,090+17.2% | Added |
| Cardiff Park Advisors, LLC | 7,423 | $1.99M | 0.19% | +289+4.1% | Added |
| Stamos Capital Partners, L.P. | 7,414 | $1.99M | 0.52% | +2,924+65.1% | Added |
| Kerrisdale Advisers, LLC | 7,384 | $1.98M | 0.83% | −3,722−33.5% | Reduced |
| Center for Financial Planning, Inc. | 7,362 | $1.98M | 0.25% | +12+0.2% | Added |
| Burney Co | 7,335 | $1.97M | 0.07% | −1,065−12.7% | Reduced |
| Hudson Canyon Capital Management | 7,325 | $1.97M | 1.38% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 7,324 | $1.97M | 1.66% | −7,182−49.5% | Reduced |
| Kentucky Trust Co | 7,315 | $1.96M | 1.17% | −95−1.3% | Reduced |
| Orin Green Financial, LLC | 8,300 | $1.96M | 0.92% | – | – |
| Perfromance Wealth Partners, LLC | 7,298 | $1.96M | 0.07% | −55−0.7% | Reduced |
| Resources Management Corp | 7,296 | $1.96M | 0.28% | +1,689+30.1% | Added |
| Atala Financial Inc | 7,292 | $1.96M | 1.47% | +1,467+25.2% | Added |
| Nilsine Partners, LLC | 7,267 | $1.95M | 0.21% | −196−2.6% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 7,260 | $1.95M | 0.88% | +597+9.0% | Added |
| Leelyn Smith, LLC | 7,246 | $1.94M | 0.35% | +151+2.1% | Added |
| Augustine Asset Management Inc | 7,246 | $1.94M | 0.57% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 7,245 | $1.94M | 0.37% | −537−6.9% | Reduced |
| Cooper Financial Group | 7,241 | $1.94M | 0.26% | +668+10.2% | Added |
| Dakota Wealth Management | 7,240 | $1.94M | 0.05% | −48,505−87.0% | Reduced |
| AlphaStar Capital Management, LLC | 7,226 | $1.94M | 0.20% | +6,402+776.9% | Added |
| Caption Management, LLC | 7,200 | $1.93M | 0.09% | −3,000−29.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,193 | $1.93M | 0.07% | −205−2.8% | Reduced |
| United Asset Strategies, Inc. | 7,188 | $1.93M | 0.18% | −163−2.2% | Reduced |
| Koshinski Asset Management, Inc. | 7,182 | $1.93M | 0.16% | +92+1.3% | Added |
| Ingalls & Snyder LLC | 7,169 | $1.92M | 0.06% | −186−2.5% | Reduced |
| AMG National Trust Bank | 7,164 | $1.92M | 0.05% | −1,121−13.5% | Reduced |
| Concentric Capital Strategies, LP | 7,144 | $1.92M | 0.19% | −17,328−70.8% | Reduced |
| Glynn Capital Management LLC | 7,143 | $1.92M | 0.50% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 7,127 | $1.91M | 0.51% | −349−4.7% | Reduced |
| Ellevest, Inc. | 7,120 | $1.91M | 0.13% | −862−10.8% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 7,119 | $1.91M | 0.90% | +170+2.4% | Added |
| Atlas Brown,Inc. | 7,115 | $1.91M | 0.67% | +18+0.3% | Added |
| Pine Valley Investments Ltd Liability Co | 7,114 | $1.91M | 0.12% | +32+0.5% | Added |
| VeraBank, N.A. | 7,113 | $1.91M | 0.53% | −84−1.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,109 | $1.91M | 0.04% | −144−2.0% | Reduced |
| Signature Wealth Management Group | 7,103 | $1.91M | 0.74% | +266+3.9% | Added |
| Nautilus Advisors LLC | 7,060 | $1.89M | 1.57% | −72−1.0% | Reduced |
| Capital Investment Advisors, LLC | 7,020 | $1.88M | 0.04% | +275+4.1% | Added |
| Caliber Wealth Management, LLC | 7,011 | $1.88M | 0.26% | +7,011 | New |
| Allen Investment Management LLC | 7,009 | $1.88M | 0.02% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 7,000 | $1.88M | 0.59% | −1,000−12.5% | Reduced |
| Ancora Advisors, LLC | 6,985 | $1.87M | 0.04% | +782+12.6% | Added |
| Cove Private Wealth, LLC | 6,982 | $1.87M | 0.99% | +270+4.0% | Added |
| Central Valley Advisors, LLC | 6,981 | $1.87M | 0.71% | +401+6.1% | Added |
| Wolf Group Capital Advisors | 6,977 | $1.87M | 0.63% | −546−7.3% | Reduced |
| Camden Capital, LLC | 6,957 | $1.87M | 0.20% | +59+0.9% | Added |
| Strengthening Families & Communities, LLC | 6,982 | $1.87M | 1.14% | +201+3.0% | Added |
| Berkshire Bank | 6,957 | $1.87M | 0.45% | −278−3.8% | Reduced |
| Saturna Capital CORP | 6,941 | $1.86M | 0.03% | +63+0.9% | Added |
| Farmers & Merchants Trust Co of Long Beach | 6,927 | $1.86M | 0.47% | +2,081+42.9% | Added |
| Core Wealth Advisors, Inc. | 6,916 | $1.86M | 0.59% | −1,383−16.7% | Reduced |
| Werba Rubin Papier Wealth Management | 6,915 | $1.86M | 0.40% | −644−8.5% | Reduced |
| Brandywine Managers, LLC | 6,913 | $1.86M | 2.23% | 00.0% | Unchanged |
| Souders Financial Advisors | 6,913 | $1.86M | 0.26% | +2,732+65.3% | Added |
| BankPlus Trust Department | 6,910 | $1.85M | 0.62% | +138+2.0% | Added |
| Nations Financial Group Inc, | 6,868 | $1.84M | 0.14% | +58+0.9% | Added |
| Northstar Group, Inc. | 6,852 | $1.84M | 0.30% | +78+1.2% | Added |
| TLWM | 6,838 | $1.84M | 0.37% | +149+2.2% | Added |
| Grandview Asset Management LLC | 6,832 | $1.83M | 0.70% | +150+2.2% | Added |
| Maia Wealth LLC | 7,199 | $1.83M | 0.42% | +487+7.3% | Added |
| Chicago Trust Co NA | 6,824 | $1.83M | 0.32% | +17+0.2% | Added |
| Aaron Wealth Advisors | 6,810 | $1.83M | 0.21% | +442+6.9% | Added |
| Rossmore Private Capital | 6,809 | $1.83M | 0.22% | +489+7.7% | Added |
| Semmax Financial Advisors Inc. | 6,598 | $1.82M | 0.49% | +297+4.7% | Added |
| Boyd Watterson Asset Management LLC | 6,771 | $1.82M | 0.58% | −10−0.1% | Reduced |
| Virtu Financial LLC | 6,726 | $1.80M | 0.10% | −13,992−67.5% | Reduced |
| Main Street Research LLC | 6,718 | $1.80M | 0.12% | −562−7.7% | Reduced |
| Platform Technology Partners | 6,686 | $1.79M | 0.52% | +867+14.9% | Added |
| AA Financial Advisors, LLC | 6,675 | $1.79M | 0.44% | +335+5.3% | Added |
| Keel Point, LLC | 6,656 | $1.79M | 0.14% | +716+12.1% | Added |
| Syon Capital LLC | 6,647 | $1.78M | 0.15% | +1,679+33.8% | Added |
| Regatta Capital Group, LLC | 6,646 | $1.78M | 0.35% | +129+2.0% | Added |
| Doheny Asset Management | 6,643 | $1.78M | 1.40% | −350−5.0% | Reduced |
| 1776 Wealth LLC | 6,640 | $1.78M | 0.82% | −26−0.4% | Reduced |
| Oak Thistle LLC | 6,629 | $1.78M | 0.36% | +6,629 | New |
| Raab & Moskowitz Asset Management LLC | 6,622 | $1.78M | 0.45% | +753+12.8% | Added |
| Princeton Global Asset Management LLC | 6,604 | $1.77M | 0.35% | +255+4.0% | Added |