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 |
|---|---|---|---|---|---|
| Lodestar Private Asset Management LLC | 6,591 | $1.77M | 0.22% | +20.0% | Added |
| Belmont Capital, LLC | 6,570 | $1.76M | 0.32% | +1,570+31.4% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 6,545 | $1.76M | 0.82% | +6,545 | New |
| Charter Oak Capital Management, LLC | 6,542 | $1.76M | 0.16% | −309−4.5% | Reduced |
| WP Advisors, LLC | 6,538 | $1.75M | 0.58% | −31−0.5% | Reduced |
| Central Bank & Trust Co | 6,535 | $1.75M | 0.29% | +207+3.3% | Added |
| Bowen Hanes & Co Inc | 6,525 | $1.75M | 0.05% | −107,855−94.3% | Reduced |
| Optimize Financial Inc | 6,523 | $1.75M | 0.66% | −465−6.7% | Reduced |
| Future Fund LLC | 6,511 | $1.75M | 2.25% | +3,295+102.5% | Added |
| Glen Eagle Advisors, LLC | 6,505 | $1.75M | 0.29% | +1,346+26.1% | Added |
| Lineweaver Wealth Advisors, LLC | 6,494 | $1.75M | 0.30% | −1,117−14.7% | Reduced |
| Deltec Asset Management LLC | 6,500 | $1.74M | 0.37% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 6,498 | $1.74M | 1.38% | +89+1.4% | Added |
| Legacy Financial Advisors, Inc. | 6,461 | $1.73M | 0.29% | −94−1.4% | Reduced |
| GTS Securities LLC | 6,456 | $1.73M | 0.07% | −994−13.3% | Reduced |
| Park Place Capital Corp | 6,435 | $1.73M | 0.47% | −143−2.2% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 6,435 | $1.73M | 0.25% | +588+10.1% | Added |
| Tealwood Asset Management Inc | 6,419 | $1.72M | 0.80% | −186−2.8% | Reduced |
| Kaizen Financial Strategies | 6,396 | $1.72M | 0.99% | +71+1.1% | Added |
| St. Johns Investment Management Company, LLC | 6,394 | $1.72M | 0.85% | +90+1.4% | Added |
| Canopy Partners, LLC | 6,371 | $1.71M | 0.67% | −10−0.2% | Reduced |
| Harold Davidson & Associates Inc. | 6,366 | $1.71M | 0.93% | −61−0.9% | Reduced |
| Callan Family Office, LLC | 6,351 | $1.70M | 0.13% | −139−2.1% | Reduced |
| Wealth Preservation Advisors, LLC | 6,345 | $1.70M | 1.22% | +6,345 | New |
| Generation Capital Management LLC | 6,343 | $1.70M | 1.53% | +1,105+21.1% | Added |
| Bard Financial Services, Inc. | 6,325 | $1.70M | 0.21% | −610−8.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,325 | $1.70M | 0.14% | −1,019−13.9% | Reduced |
| AlphaCore Capital LLC | 6,252 | $1.68M | 0.14% | +2,314+58.8% | Added |
| Jacobi Capital Management LLC | 6,241 | $1.67M | 0.12% | +159+2.6% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,214 | $1.67M | 0.59% | +165+2.7% | Added |
| Schmidt P J Investment Management Inc | 6,211 | $1.67M | 0.31% | −82−1.3% | Reduced |
| MidWestOne Financial Group, Inc. | 6,193 | $1.66M | 0.24% | −656−9.6% | Reduced |
| PFG Investments, LLC | 6,192 | $1.66M | 0.11% | +163+2.7% | Added |
| Quadcap Wealth Management, LLC | 6,169 | $1.66M | 0.24% | −62−1.0% | Reduced |
| Lindbrook Capital, LLC | 6,155 | $1.65M | 0.15% | +350+6.0% | Added |
| Convergence Financial, LLC | 6,148 | $1.65M | 0.32% | +361+6.2% | Added |
| ICICI Prudential Asset Management Co Ltd | 6,145 | $1.65M | 0.21% | −28,000−82.0% | Reduced |
| LMG Wealth Partners, LLC | 6,116 | $1.64M | 0.37% | +255+4.4% | Added |
| Everhart Financial Group, Inc. | 6,114 | $1.64M | 0.22% | +363+6.3% | Added |
| Legacy Advisors, LLC | 6,106 | $1.64M | 0.17% | +226+3.8% | Added |
| Okabena Investment Services Inc | 6,105 | $1.64M | 0.41% | −1,908−23.8% | Reduced |
| Sanders Morris Harris LLC | 6,061 | $1.64M | 0.25% | 00.0% | Unchanged |
| Norden Group LLC | 6,097 | $1.64M | 0.19% | −2,134−25.9% | Reduced |
| Lewis Asset Management, LLC | 6,070 | $1.63M | 1.35% | −130−2.1% | Reduced |
| HF Advisory Group, LLC | 6,069 | $1.63M | 0.71% | −213−3.4% | Reduced |
| Beck Capital Management, LLC | 6,045 | $1.62M | 0.48% | −307−4.8% | Reduced |
| Embree Financial Group | 6,043 | $1.62M | 0.27% | +1,535+34.1% | Added |
| TRUE Private Wealth Advisors | 6,023 | $1.62M | 0.20% | +158+2.7% | Added |
| Sabal Trust CO | 6,014 | $1.61M | 0.09% | +4,838+411.4% | Added |
| Asset Dedication, LLC | 6,007 | $1.61M | 0.13% | −198−3.2% | Reduced |
| Delta Financial Advisors LLC | 5,989 | $1.61M | 0.60% | +83+1.4% | Added |
| Stablepoint Partners, LLC | 5,988 | $1.61M | 0.29% | −191−3.1% | Reduced |
| Heartland Bank & Trust Co | 5,981 | $1.61M | 0.82% | +3,227+117.2% | Added |
| GraniteShares Advisors LLC | 5,974 | $1.60M | 1.02% | +126+2.2% | Added |
| Millington Financial Advisors, LLC | 6,275 | $1.60M | 0.98% | +657+11.7% | Added |
| First Pacific Financial | 5,952 | $1.60M | 0.32% | −797−11.8% | Reduced |
| Fiduciary Group LLC | 5,923 | $1.59M | 0.16% | −214−3.5% | Reduced |
| IMA Wealth, Inc. | 5,905 | $1.58M | 0.19% | −219−3.6% | Reduced |
| Redmond Asset Management, LLC | 5,902 | $1.58M | 0.41% | +18+0.3% | Added |
| Doliver Advisors, LP | 5,894 | $1.58M | 0.44% | +112+1.9% | Added |
| NVWM, LLC | 6,000 | $1.58M | 0.42% | +56+0.9% | Added |
| Kirtland Hills Capital Management, LLC | 6,373 | $1.58M | 0.96% | +1,380+27.6% | Added |
| West Branch Capital LLC | 5,871 | $1.58M | 0.53% | +1,648+39.0% | Added |
| Perennial Investment Advisors, LLC | 5,863 | $1.57M | 0.18% | +1,734+42.0% | Added |
| Abc Arbitrage SA | 5,853 | $1.57M | 0.29% | +1,439+32.6% | Added |
| Riverview Capital Advisers, LLC | 5,845 | $1.57M | 0.49% | −5−0.1% | Reduced |
| Eos Management, L.P. | 5,843 | $1.57M | 0.70% | 00.0% | Unchanged |
| 1st Source Bank | 5,839 | $1.57M | 0.09% | +370+6.8% | Added |
| Trivant Custom Portfolio Group, LLC | 5,829 | $1.56M | 0.90% | −152−2.5% | Reduced |
| Savvy Advisors, Inc. | 5,828 | $1.56M | 0.16% | +1,031+21.5% | Added |
| Ramirez Asset Management, Inc. | 5,824 | $1.56M | 0.33% | −162−2.7% | Reduced |
| Mfg Wealth Management, Inc. | 5,816 | $1.56M | 1.49% | −491−7.8% | Reduced |
| Scott & Selber, Inc. | 5,811 | $1.56M | 0.50% | +7+0.1% | Added |
| CX Institutional | 5,785 | $1.55M | 0.06% | −73−1.2% | Reduced |
| Bowman & Co S.C. | 5,767 | $1.55M | 0.76% | +451+8.5% | Added |
| Castle Wealth Management LLC | 5,774 | $1.55M | 0.61% | +190+3.4% | Added |
| Community Bank, N.A. | 5,767 | $1.55M | 0.21% | +238+4.3% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 5,759 | $1.55M | 0.58% | +1,167+25.4% | Added |
| Renasant Bank | 5,729 | $1.54M | 1.02% | −83−1.4% | Reduced |
| Royal Fund Management, LLC | 5,729 | $1.54M | 0.18% | +5,729 | New |
| Tower Trust & Investment Co | 5,719 | $1.54M | 1.24% | +5,719 | New |
| Gilbert & Cook, Inc. | 5,718 | $1.53M | 0.22% | −13−0.2% | Reduced |
| Gsa Capital Partners LLP | 5,710 | $1.53M | 0.14% | +3,982+230.4% | Added |
| Delaney Dennis R | 5,694 | $1.53M | 0.83% | +2,266+66.1% | Added |
| Next Century Growth Investors LLC | 5,690 | $1.53M | 0.14% | +5,690 | New |
| Lecap Asset Management Ltd | 5,678 | $1.52M | 0.36% | −2,878−33.6% | Reduced |
| GAM Holding AG | 5,664 | $1.52M | 0.12% | +862+18.0% | Added |
| NorthStar Asset Management LLC | 5,658 | $1.52M | 0.95% | +482+9.3% | Added |
| Keudell/Morrison Wealth Management | 5,648 | $1.52M | 0.36% | +306+5.7% | Added |
| Clare Market Investments LLC | 5,632 | $1.51M | 0.40% | −20−0.4% | Reduced |
| Lazari Capital Management, Inc. | 5,623 | $1.51M | 0.62% | +117+2.1% | Added |
| Evoke Wealth, LLC | 5,622 | $1.51M | 0.04% | +153+2.8% | Added |
| Cornerstone National Bank & Trust Co | 5,584 | $1.50M | 0.67% | −351−5.9% | Reduced |
| Mainstay Capital Management LLC | 5,573 | $1.50M | 0.21% | −81−1.4% | Reduced |
| Simplicity Wealth,LLC | 5,563 | $1.49M | 0.12% | +4,021+260.8% | Added |
| Claro Advisors LLC | 5,537 | $1.49M | 0.20% | −61−1.1% | Reduced |
| Plancorp, LLC | 5,536 | $1.49M | 0.06% | −89−1.6% | Reduced |
| Bridgefront Capital, LLC | 5,508 | $1.48M | 0.43% | +5,508 | New |
| Apella Capital, LLC | 5,571 | $1.48M | 0.05% | +96+1.8% | Added |
| Johnson Financial Group, Inc. | 5,502 | $1.48M | 0.07% | +1,012+22.5% | Added |