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 |
|---|---|---|---|---|---|
| Birinyi Associates Inc | 3,858 | $1.03M | 0.33% | −500−11.5% | Reduced |
| Continuum Advisory, LLC | 3,854 | $1.03M | 0.13% | −17−0.4% | Reduced |
| Notis-McConarty Edward | 3,844 | $1.03M | 0.53% | +1,604+71.6% | Added |
| Wrapmanager Inc | 3,835 | $1.03M | 0.27% | +49+1.3% | Added |
| Evelyn Partners Investment Management Services Ltd | 3,832 | $1.03M | 0.17% | +214+5.9% | Added |
| Unified Investment Management | 3,819 | $1.02M | 1.21% | −230−5.7% | Reduced |
| Wincap Financial LLC | 3,817 | $1.02M | 0.97% | −185−4.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,425 | $1.02M | 0.19% | −610−15.1% | Reduced |
| BFSG, LLC | 3,798 | $1.02M | 0.12% | −104−2.7% | Reduced |
| Barings LLC | 3,784 | $1.02M | 0.03% | −3,102−45.0% | Reduced |
| Valmark Advisers, Inc. | 3,760 | $1.01M | 0.02% | −176−4.5% | Reduced |
| Consilium Wealth Advisory, LLC | 3,759 | $1.01M | 0.51% | +90+2.5% | Added |
| Baron Wealth Management LLC | 3,753 | $1.01M | 0.44% | +87+2.4% | Added |
| Larson Financial Group LLC | 3,736 | $1.00M | 0.05% | −13−0.3% | Reduced |
| Legacy Private Trust Co. | 3,730 | $1.00M | 0.07% | −1,183−24.1% | Reduced |
| Strait & Sound Wealth Management LLC | 3,729 | $1.00M | 0.47% | +610+19.6% | Added |
| New Insight Wealth Advisors | 3,729 | $1.00M | 0.45% | +182+5.1% | Added |
| Gladius Capital Management LP | 3,719 | $998.0K | 0.98% | −2,505−40.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 3,700 | $993.2K | 0.04% | +1,380+59.5% | Added |
| FLC Capital Advisors | 3,700 | $992.9K | 0.22% | +300+8.8% | Added |
| Ipswich Investment Management Co., Inc. | 3,698 | $992.4K | 0.25% | +120+3.4% | Added |
| Oder Investment Management, LLC | 3,698 | $992.3K | 0.84% | −60−1.6% | Reduced |
| Triumph Capital Management | 3,697 | $992.1K | 0.33% | +1,733+88.2% | Added |
| Ferguson Wellman Capital Management, Inc | 3,692 | $990.8K | 0.02% | +1,760+91.1% | Added |
| Cape Investment Advisory, Inc. | 3,690 | $990.2K | 0.39% | −125−3.3% | Reduced |
| Seed Wealth Management, Inc. | 3,685 | $988.9K | 0.80% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 3,677 | $986.9K | 0.87% | +356+10.7% | Added |
| Oxler Private Wealth LLC | 3,673 | $985.8K | 0.35% | −1,801−32.9% | Reduced |
| Burford Brothers, Inc. | 3,670 | $984.9K | 0.48% | +273+8.0% | Added |
| Moseley Investment Management Inc | 3,665 | $983.6K | 0.38% | +141+4.0% | Added |
| State of Wyoming | 3,661 | $982.5K | 0.13% | +1,175+47.3% | Added |
| Prudent Man Advisors, LLC | 3,654 | $980.6K | 0.36% | +19+0.5% | Added |
| First National Bank | 3,649 | $979.2K | 0.64% | +622+20.5% | Added |
| Sciencast Management LP | 3,648 | $979.0K | 0.23% | +2,865+365.9% | Added |
| Personal Cfo Solutions, LLC | 3,644 | $977.8K | 0.20% | −942−20.5% | Reduced |
| Sierra Capital LLC | 3,639 | $977.0K | 0.12% | +1,249+52.3% | Added |
| Unigestion Holding SA | 3,633 | $975.0K | 0.06% | +3,633 | New |
| Old Point Trust & Financial Services N A | 3,632 | $974.7K | 0.34% | −140−3.7% | Reduced |
| Curbstone Financial Management Corp | 3,626 | $973.1K | 0.21% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,624 | $972.6K | 0.06% | −1,499−29.3% | Reduced |
| Connecticut Wealth Management, LLC | 3,619 | $971.2K | 0.05% | +4+0.1% | Added |
| Bank of Hawaii | 3,612 | $969.3K | 0.06% | −785−17.9% | Reduced |
| MWA Asset Management | 3,604 | $967.1K | 0.67% | −16−0.4% | Reduced |
| Shay Capital LLC | 3,600 | $966.1K | 0.28% | −3,900−52.0% | Reduced |
| Aspire Growth Partners LLC | 3,469 | $965.1K | 0.86% | +472+15.7% | Added |
| Summit Global Investments | 3,597 | $965.0K | 0.07% | −20,341−85.0% | Reduced |
| Csenge Advisory Group | 3,887 | $961.0K | 0.05% | +88+2.3% | Added |
| Meadow Creek Wealth Advisors LLC | 3,553 | $953.5K | 0.71% | +144+4.2% | Added |
| Mount Yale Investment Advisors, LLC | 3,552 | $953.3K | 0.08% | −12,394−77.7% | Reduced |
| Integrated Investment Consultants, LLC | 3,546 | $951.6K | 0.19% | +2,036+134.8% | Added |
| Fearless Solutions, LLC dba Best Invest | 3,541 | $950.3K | 0.74% | +23+0.7% | Added |
| Texas Bank & Trust Co | 3,539 | $949.7K | 0.40% | −86−2.4% | Reduced |
| Mayflower Financial Advisors, LLC | 3,533 | $948.1K | 0.14% | −8−0.2% | Reduced |
| Sky Investment Group LLC | 3,530 | $947.3K | 0.17% | +3+0.1% | Added |
| International Assets Investment Management, LLC | 3,517 | $943.9K | 0.08% | +166+5.0% | Added |
| OneAscent Financial Services LLC | 3,507 | $943.0K | 0.06% | +434+14.1% | Added |
| Formidable Asset Management, LLC | 3,513 | $942.7K | 0.16% | +284+8.8% | Added |
| Masso Torrence Wealth Management Inc. | 3,502 | $939.8K | 0.50% | +122+3.6% | Added |
| Investment Partners Asset Management, Inc. | 3,489 | $936.3K | 0.73% | +45+1.3% | Added |
| Motiv8 Investments LLC | 3,487 | $935.9K | 0.62% | −228−6.1% | Reduced |
| Symphony Financial, Ltd. Co. | 3,848 | $934.1K | 0.55% | −11,930−75.6% | Reduced |
| Caxton Associates LLP | 3,479 | $933.6K | 0.03% | +3,479 | New |
| Roxbury Financial LLC | 3,127 | $931.4K | 0.91% | −61−1.9% | Reduced |
| Rothschild Investment LLC | 3,469 | $930.9K | 0.06% | −54−1.5% | Reduced |
| Worth Financial Advisory Group, LLC | 3,468 | $930.7K | 0.59% | +1,074+44.9% | Added |
| Howland Capital Management LLC | 3,464 | $929.6K | 0.04% | +1,696+95.9% | Added |
| Kraematon Investment Advisors, Inc | 3,463 | $929.4K | 0.95% | −34−1.0% | Reduced |
| United Community Bank | 3,453 | $926.6K | 0.35% | +413+13.6% | Added |
| Hel Ved Capital Management Ltd | 3,452 | $926.4K | 0.47% | −4,598−57.1% | Reduced |
| Waldron Private Wealth LLC | 3,446 | $924.8K | 0.04% | −3,811−52.5% | Reduced |
| Sunbelt Securities, Inc. | 3,427 | $919.6K | 0.08% | −434−11.2% | Reduced |
| Elefante Mark B | 3,417 | $917.0K | 0.73% | +1,703+99.4% | Added |
| Ironwood Investment Counsel, LLC | 3,403 | $913.3K | 0.16% | +79+2.4% | Added |
| Sax Wealth Advisors, LLC | 3,395 | $911.1K | 0.07% | +31+0.9% | Added |
| Callan Capital, LLC | 3,391 | $909.9K | 0.07% | −117−3.3% | Reduced |
| Correct Capital Wealth Management | 3,391 | $909.9K | 0.18% | +135+4.1% | Added |
| Prossimo Advisors, LLC | 3,382 | $908.0K | 0.68% | +16+0.5% | Added |
| Garden State Investment Advisory Services LLC | 3,360 | $903.3K | 0.29% | +34+1.0% | Added |
| Principal Street Partners, LLC | 3,350 | $899.0K | 0.17% | +27+0.8% | Added |
| Probity Advisors, Inc. | 3,344 | $897.4K | 0.17% | +95+2.9% | Added |
| Staley Capital Advisers Inc | 3,343 | $897.1K | 0.04% | +38+1.1% | Added |
| Monetary Management Group Inc | 3,340 | $896.3K | 0.24% | +100+3.1% | Added |
| Talon Private Wealth, LLC | 3,324 | $892.0K | 0.12% | +451+15.7% | Added |
| TBH Global Asset Management, LLC | 3,313 | $889.1K | 0.17% | +51+1.6% | Added |
| Cascade Investment Group, Inc. | 3,303 | $886.4K | 0.68% | +428+14.9% | Added |
| Goodman Advisory Group, LLC | 3,301 | $885.9K | 0.27% | +3,301 | New |
| TFG Advisers LLC | 3,274 | $878.7K | 0.32% | +36+1.1% | Added |
| Empirical Asset Management, LLC | 3,265 | $876.2K | 0.30% | −38,783−92.2% | Reduced |
| Roberts Capital Advisors, LLC | 3,262 | $875.4K | 0.77% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 3,526 | $871.8K | 0.11% | +580+19.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,246 | $871.1K | 0.18% | +672+26.1% | Added |
| Parisi Gray Wealth Management | 3,243 | $870.3K | 0.28% | +1,828+129.2% | Added |
| XML Financial, LLC | 3,240 | $869.5K | 0.08% | −246−7.1% | Reduced |
| Drucker Wealth 3.0, LLC | 3,237 | $868.6K | 0.19% | −724−18.3% | Reduced |
| Strive Asset Management, LLC | 3,230 | $866.8K | 0.60% | −492−13.2% | Reduced |
| Meridian Investment Counsel Inc. | 3,230 | $866.8K | 0.26% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 3,225 | $865.5K | 0.40% | +530+19.7% | Added |
| David J Yvars Group | 3,225 | $865.5K | 0.68% | −145−4.3% | Reduced |
| Riverbend Wealth Management, LLC | 3,224 | $865.1K | 0.77% | +332+11.5% | Added |
| Forefront Wealth Partners, LLC | 3,220 | $864.3K | 0.59% | +142+4.6% | Added |