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 |
|---|---|---|---|---|---|
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,650 | $1.25M | 0.79% | +600+14.8% | Added |
| Sym Financial Corp | 4,649 | $1.25M | 0.15% | −232−4.8% | Reduced |
| Emprise Bank | 4,604 | $1.24M | 0.66% | −24−0.5% | Reduced |
| Texas Yale Capital Corp. | 4,581 | $1.23M | 0.05% | +30+0.7% | Added |
| Gardner Lewis Asset Management L P | 4,575 | $1.23M | 0.30% | −2,830−38.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,571 | $1.23M | 0.48% | +370+8.8% | Added |
| Cornercap Investment Counsel Inc | 4,566 | $1.23M | 0.64% | −60−1.3% | Reduced |
| Quantum Private Wealth, LLC | 4,565 | $1.23M | 0.46% | −52−1.1% | Reduced |
| Bordeaux Wealth Advisors LLC | 4,518 | $1.21M | 0.22% | −146−3.1% | Reduced |
| First Citizens Bank & Trust Co | 4,512 | $1.21M | 0.03% | +39+0.9% | Added |
| Arjuna Capital | 4,511 | $1.21M | 0.34% | −185−3.9% | Reduced |
| Meridian Financial Partners LLC | 4,492 | $1.21M | 0.61% | +78+1.8% | Added |
| Brucke Financial, Inc. | 4,479 | $1.20M | 1.05% | +237+5.6% | Added |
| First United Bank Trust | 4,475 | $1.20M | 0.45% | −64−1.4% | Reduced |
| Montecito Bank & Trust | 4,473 | $1.20M | 0.21% | +203+4.8% | Added |
| Capital Advisors Wealth Management, LLC | 4,467 | $1.20M | 0.21% | −970−17.8% | Reduced |
| Secured Retirement Advisors, LLC | 4,466 | $1.20M | 0.77% | +4,466 | New |
| Nabity-Jensen Investment Management Inc | 4,464 | $1.20M | 0.95% | +24+0.5% | Added |
| VCI Wealth Management LLC | 4,461 | $1.20M | 0.50% | +4,461 | New |
| Accurate Wealth Management, LLC | 4,676 | $1.19M | 0.23% | +336+7.7% | Added |
| Prostatis Group LLC | 4,437 | $1.19M | 0.38% | +292+7.0% | Added |
| Jaffetilchin Investment Partners, LLC | 4,434 | $1.19M | 0.09% | +45+1.0% | Added |
| Interchange Capital Partners, LLC | 4,418 | $1.19M | 0.33% | +352+8.7% | Added |
| Fairscale Capital, LLC | 4,404 | $1.18M | 1.07% | +87+2.0% | Added |
| Raelipskie Partnership | 4,402 | $1.18M | 0.61% | −257−5.5% | Reduced |
| Michael B. Yongue | 4,393 | $1.18M | 1.50% | +232+5.6% | Added |
| Westover Capital Advisors, LLC | 4,392 | $1.18M | 0.26% | +2,173+97.9% | Added |
| Sage Mountain Advisors LLC | 4,390 | $1.18M | 0.09% | −234−5.1% | Reduced |
| BancorpSouth Bank | 4,372 | $1.17M | 0.08% | +4,372 | New |
| Marcum Wealth, LLC | 4,369 | $1.17M | 0.10% | +1,032+30.9% | Added |
| Richards, Merrill & Peterson, Inc. | 4,355 | $1.17M | 0.61% | −23−0.5% | Reduced |
| Copperleaf Capital, LLC | 4,342 | $1.17M | 0.70% | −59−1.3% | Reduced |
| Boothbay Fund Management, LLC | 4,335 | $1.16M | 0.04% | −65,681−93.8% | Reduced |
| Capula Management Ltd | 4,333 | $1.16M | 0.01% | +1,440+49.8% | Added |
| Fire Capital Management LLC | 4,331 | $1.16M | 0.85% | +365+9.2% | Added |
| JNBA Financial Advisors | 4,327 | $1.16M | 0.12% | +2,564+145.4% | Added |
| Sterling Investment Counsel, LLC | 4,316 | $1.16M | 0.40% | +3,174+277.9% | Added |
| Bank Ozk | 4,288 | $1.15M | 0.48% | −87−2.0% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,288 | $1.15M | 0.57% | +97+2.3% | Added |
| Diligent Investors, LLC | 4,283 | $1.15M | 0.28% | +101+2.4% | Added |
| HWG Holdings LP | 4,269 | $1.15M | 0.51% | −1,396−24.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,254 | $1.14M | 0.31% | +376+9.7% | Added |
| Greystone Financial Group, LLC | 4,252 | $1.14M | 0.21% | +1,421+50.2% | Added |
| Ausdal Financial Partners, Inc. | 4,245 | $1.14M | 0.09% | +726+20.6% | Added |
| Trust Point Inc. | 4,234 | $1.14M | 0.10% | −2,148−33.7% | Reduced |
| Aprio Wealth Management, LLC | 4,227 | $1.13M | 0.14% | +282+7.1% | Added |
| Aviso Financial Inc. | 4,223 | $1.13M | 0.06% | −1,277−23.2% | Reduced |
| Terry L. Blaker | 4,216 | $1.13M | 0.05% | −11−0.3% | Reduced |
| Bridgewater Advisors Inc. | 4,223 | $1.13M | 0.10% | +4,223 | New |
| Cornerstone Wealth Management, LLC | 4,211 | $1.13M | 0.08% | +370+9.6% | Added |
| Lebenthal Global Advisors, LLC | 4,206 | $1.13M | 0.21% | −695−14.2% | Reduced |
| Visionary Wealth Advisors | 4,205 | $1.13M | 0.07% | +539+14.7% | Added |
| Sargent Investment Group, LLC | 4,202 | $1.13M | 0.18% | −51−1.2% | Reduced |
| Byrne Asset Management LLC | 4,196 | $1.13M | 0.84% | +127+3.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 4,412 | $1.12M | 0.51% | −377−7.9% | Reduced |
| Dudley Capital Management, LLC | 4,188 | $1.12M | 0.60% | −75−1.8% | Reduced |
| Eqis Capital Management, Inc. | 4,181 | $1.12M | 0.09% | +1,589+61.3% | Added |
| Avantax Planning Partners, Inc. | 4,176 | $1.12M | 0.04% | +546+15.0% | Added |
| Aldebaran Financial Inc. | 4,175 | $1.12M | 1.37% | +30+0.7% | Added |
| Gen-Wealth Partners Inc | 4,174 | $1.12M | 0.47% | +348+9.1% | Added |
| Octavia Wealth Advisors, LLC | 4,166 | $1.12M | 0.14% | +27+0.7% | Added |
| LCM Capital Management Inc | 4,164 | $1.12M | 0.66% | +102+2.5% | Added |
| Key Client Fiduciary Advisors, LLC | 4,155 | $1.12M | 0.51% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 4,140 | $1.11M | 0.26% | −204−4.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,132 | $1.11M | 0.40% | +261+6.7% | Added |
| Angeles Wealth Management, LLC | 4,128 | $1.11M | 0.09% | +290+7.6% | Added |
| Fiduciary Financial Group, LLC | 4,315 | $1.10M | 0.24% | −801−15.7% | Reduced |
| Magnolia Capital Advisors LLC | 4,085 | $1.10M | 0.30% | +130+3.3% | Added |
| Salem Investment Counselors Inc | 4,057 | $1.09M | 0.04% | +68+1.7% | Added |
| Shum Financial Group, Inc. | 4,031 | $1.08M | 0.94% | +216+5.7% | Added |
| Benchmark Investment Advisors LLC | 4,025 | $1.08M | 0.70% | +2,905+259.4% | Added |
| North Star Investment Management Corp. | 4,025 | $1.08M | 0.08% | −541−11.8% | Reduced |
| Aspire Private Capital, LLC | 4,003 | $1.07M | 0.27% | +284+7.6% | Added |
| Ted Buchan & Co | 3,999 | $1.07M | 0.51% | +3+0.1% | Added |
| L2 Asset Management, LLC | 3,991 | $1.07M | 0.22% | +483+13.8% | Added |
| Mirador Capital Partners LP | 3,990 | $1.07M | 0.19% | +79+2.0% | Added |
| Crux Wealth Advisors | 3,988 | $1.07M | 0.56% | −133−3.2% | Reduced |
| Putney Financial Group LLC | 3,985 | $1.07M | 1.13% | −186−4.5% | Reduced |
| Romano Brothers and Company | 3,973 | $1.07M | 0.14% | +95+2.4% | Added |
| Community Bank & Trust, Waco, Texas | 3,973 | $1.07M | 0.25% | −8−0.2% | Reduced |
| Waterloo Capital, L.P. | 3,970 | $1.07M | 0.10% | −10.0% | Reduced |
| Trillium Asset Management, LLC | 3,963 | $1.06M | 0.03% | −311−7.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 3,959 | $1.06M | 0.57% | +10.0% | Added |
| Bridges Investment Management Inc | 3,955 | $1.06M | 0.02% | −37−0.9% | Reduced |
| Cottage Street Advisors LLC | 3,951 | $1.06M | 0.53% | +2,301+139.5% | Added |
| Virtus Investment Advisers, Inc. | 3,946 | $1.06M | 0.29% | +3,698+1,491.1% | Added |
| Strategic Investment Advisors | 3,930 | $1.05M | 0.11% | −240−5.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,916 | $1.05M | 0.08% | 00.0% | Unchanged |
| Carr Financial Group Corp | 3,912 | $1.05M | 0.34% | −435−10.0% | Reduced |
| BSW Wealth Partners | 3,908 | $1.05M | 0.16% | −93−2.3% | Reduced |
| Minot DeBlois Advisors LLC | 3,905 | $1.05M | 1.04% | −215−5.2% | Reduced |
| Katamaran Capital LLP | 3,905 | $1.05M | 1.36% | −7,104−64.5% | Reduced |
| Everest Management Corp. | 3,897 | $1.05M | 0.95% | +1,667+74.8% | Added |
| Bradyco, Inc. | 3,894 | $1.04M | 0.79% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,887 | $1.04M | 0.10% | +83+2.2% | Added |
| Carnegie Lake Advisors LLC | 3,886 | $1.04M | 0.42% | −134−3.3% | Reduced |
| Dempze Nancy E | 3,883 | $1.04M | 0.63% | +2,713+231.9% | Added |
| Grove Bank & Trust | 3,872 | $1.04M | 0.14% | +1,244+47.3% | Added |
| Capital Markets Trading UK LLP | 3,867 | $1.04M | 1.18% | +3,867 | New |
| Anb Bank | 3,862 | $1.04M | 0.46% | +108+2.9% | Added |