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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 3,202 | $859.2K | 0.07% | +167+5.5% | Added |
| LaSalle St. Investment Advisors, LLC | 3,202 | $859.0K | 0.20% | +747+30.4% | Added |
| Canandaigua National Trust Co of Florida | 3,200 | $858.8K | 0.76% | +60+1.9% | Added |
| EHP Funds Inc. | 3,200 | $858.8K | 0.96% | +500+18.5% | Added |
| Kennebec Savings Bank | 3,198 | $858.2K | 0.91% | +136+4.4% | Added |
| Gamco Investors, Inc. Et Al | 3,190 | $856.1K | 0.01% | +805+33.8% | Added |
| Cromwell Holdings LLC | 3,188 | $855.5K | 0.55% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 3,184 | $854.0K | 1.30% | −773−19.5% | Reduced |
| Argyle Capital Partners, LLC | 3,181 | $853.6K | 0.73% | +9+0.3% | Added |
| Hazlett, Burt & Watson, Inc. | 3,185 | $852.0K | 0.38% | +170+5.6% | Added |
| RFG Holdings, Inc. | 3,167 | $851.3K | 0.28% | +575+22.2% | Added |
| Sage Rhino Capital LLC | 3,166 | $849.6K | 0.20% | +12+0.4% | Added |
| Liberty One Investment Management, LLC | 3,165 | $849.3K | 0.09% | +39+1.2% | Added |
| Watts Gwilliam & Co., LLC | 3,164 | $849.2K | 0.18% | −520−14.1% | Reduced |
| DB Fitzpatrick & Co, Inc | 3,161 | $848.3K | 0.81% | −369−10.5% | Reduced |
| Westwood Wealth Management | 3,152 | $845.9K | 0.36% | +3,152 | New |
| Capital Management Associates | 3,150 | $845.3K | 1.65% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 3,144 | $843.9K | 0.77% | −2,315−42.4% | Reduced |
| Duncan Williams Asset Management, LLC | 3,136 | $841.5K | 0.30% | +589+23.1% | Added |
| Essex Financial Services, Inc. | 3,130 | $840.0K | 0.06% | −228−6.8% | Reduced |
| Northern Oak Wealth Management Inc | 3,115 | $835.9K | 0.11% | +315+11.3% | Added |
| Mattson Financial Services, LLC | 3,114 | $835.7K | 0.25% | −384−11.0% | Reduced |
| Eads & Heald Wealth Management | 3,110 | $835.0K | 0.42% | +249+8.7% | Added |
| Great Diamond Partners, LLC | 3,103 | $832.7K | 0.23% | −219−6.6% | Reduced |
| Quent Capital, LLC | 3,102 | $832.5K | 0.09% | +14+0.5% | Added |
| Warm Springs Advisors Inc. | 3,078 | $826.0K | 0.83% | +103+3.5% | Added |
| Crescent Sterling, Ltd. | 3,078 | $826.0K | 0.85% | +1,359+79.1% | Added |
| Tranquility Partners, LLC | 3,077 | $825.7K | 0.32% | +14+0.5% | Added |
| Waverton Investment Management Ltd | 3,073 | $824.5K | 0.01% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 3,072 | $824.5K | 0.12% | +204+7.1% | Added |
| Watershed Private Wealth LLC | 3,064 | $822.3K | 0.33% | 00.0% | Unchanged |
| AGH Wealth Advisors, LLC | 3,063 | $822.0K | 0.79% | +210+7.4% | Added |
| Silver Oak Securities, Inc | 3,037 | $819.9K | 0.08% | +857+39.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,053 | $819.2K | 0.13% | +237+8.4% | Added |
| Davis R M Inc | 3,051 | $818.8K | 0.02% | +186+6.5% | Added |
| Wealth Advisors of Iowa, LLC | 3,040 | $815.8K | 0.35% | −12−0.4% | Reduced |
| Harbour Investments, Inc. | 3,034 | $814.2K | 0.02% | −373−10.9% | Reduced |
| Austin Private Wealth, LLC | 3,031 | $813.4K | 0.07% | +84+2.9% | Added |
| Strategic Wealth Designers | 3,028 | $812.7K | 1.41% | −46,184−93.8% | Reduced |
| Concentrum Wealth Management | 3,024 | $811.6K | 0.30% | +21+0.7% | Added |
| Alpha Cubed Investments, LLC | 3,017 | $809.7K | 0.04% | −138−4.4% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,013 | $808.4K | 0.69% | −39−1.3% | Reduced |
| Focus Financial Network, Inc. | 3,010 | $807.8K | 0.03% | −228−7.0% | Reduced |
| First Affirmative Financial Network | 2,998 | $804.6K | 0.49% | +65+2.2% | Added |
| Klingman & Associates, LLC | 2,998 | $804.5K | 0.05% | +143+5.0% | Added |
| Midland Wealth Advisors LLC | 2,973 | $797.8K | 0.05% | +86+3.0% | Added |
| Griffin Asset Management, Inc. | 2,965 | $795.7K | 0.10% | +2,279+332.2% | Added |
| Pointe Capital Management LLC | 2,964 | $795.4K | 0.47% | +54+1.9% | Added |
| Carret Asset Management, LLC | 2,951 | $791.9K | 0.09% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 2,940 | $789.0K | 0.30% | +138+4.9% | Added |
| Knuff & Co LLC | 2,935 | $787.6K | 0.26% | −5−0.2% | Reduced |
| Alpha Family Trust | 2,935 | $787.6K | 0.46% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 2,924 | $784.7K | 0.19% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 2,920 | $783.5K | 0.13% | +346+13.4% | Added |
| Holderness Investments Co | 2,911 | $781.2K | 0.18% | +267+10.1% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 2,907 | $779.7K | 3.17% | +2,907 | New |
| Leavell Investment Management, Inc. | 2,894 | $776.7K | 0.04% | +426+17.3% | Added |
| Joel Isaacson & Co., LLC | 2,888 | $774.9K | 0.04% | +454+18.7% | Added |
| Nicholas Hoffman & Company, LLC. | 2,882 | $773.3K | 0.03% | +996+52.8% | Added |
| MBL Wealth, LLC | 2,880 | $772.9K | 0.08% | +1,024+55.2% | Added |
| Smithfield Trust Co | 2,879 | $771.0K | 0.04% | −95−3.2% | Reduced |
| Sunflower Bank, N.A. | 2,871 | $770.5K | 0.22% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,553 | $768.9K | 0.13% | +2,553 | New |
| Krane Funds Advisors LLC | 2,864 | $768.6K | 0.02% | +1,515+112.3% | Added |
| Fayez Sarofim & Co | 2,860 | $767.5K | 0.00% | +114+4.2% | Added |
| Catalyst Private Wealth, LLC | 2,857 | $766.7K | 0.37% | +461+19.2% | Added |
| Sivia Capital Partners, LLC | 2,852 | $765.5K | 0.36% | +378+15.3% | Added |
| Pine Haven Investment Counsel, Inc | 2,837 | $761.3K | 0.64% | −38−1.3% | Reduced |
| Wolff Wiese Magana LLC | 2,836 | $761.1K | 0.52% | −337−10.6% | Reduced |
| S&CO Inc | 2,839 | $761.0K | 0.05% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 2,830 | $759.5K | 0.15% | +2,830 | New |
| West Family Investments, Inc. | 2,816 | $755.7K | 0.28% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 2,796 | $750.4K | 0.07% | +303+12.2% | Added |
| B&L Asset Management LLC | 2,795 | $750.1K | 0.49% | +289+11.5% | Added |
| Ecofi Investissements SA | 3,250 | $745.7K | 0.47% | +150+4.8% | Added |
| Parkside Financial Bank & Trust | 2,775 | $744.7K | 0.09% | −90−3.1% | Reduced |
| BluePath Capital Management, LLC | 2,773 | $744.1K | 0.77% | −1,347−32.7% | Reduced |
| Cyr Financial Inc. | 2,762 | $741.3K | 0.66% | +100+3.8% | Added |
| Roman Butler Fullerton & Co | 2,907 | $741.0K | 0.29% | −2,575−47.0% | Reduced |
| PFG Advisors | 2,761 | $740.9K | 0.04% | +157+6.0% | Added |
| Aviso Wealth Management | 2,757 | $740.0K | 0.39% | +59+2.2% | Added |
| Proficio Capital Partners LLC | 2,755 | $739.4K | 0.06% | −36−1.3% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 2,753 | $738.8K | 0.61% | −41−1.5% | Reduced |
| Modern Wealth Management, LLC | 2,750 | $738.2K | 0.02% | +714+35.1% | Added |
| Abbot Financial Management, Inc. | 2,748 | $737.5K | 0.38% | −50−1.8% | Reduced |
| High Note Wealth, LLC | 2,747 | $737.2K | 0.18% | −7−0.3% | Reduced |
| ORG Wealth Partners, LLC | 2,712 | $733.0K | 0.23% | +608+28.9% | Added |
| Advisory Alpha, LLC | 2,728 | $732.1K | 0.02% | +271+11.0% | Added |
| SPC Financial, Inc. | 2,721 | $730.2K | 0.06% | −464−14.6% | Reduced |
| Nvest Financial, LLC | 2,713 | $728.0K | 0.39% | −93−3.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,711 | $727.5K | 0.08% | +80+3.0% | Added |
| Crown Wealth Group, LLC | 2,697 | $723.8K | 0.38% | +76+2.9% | Added |
| Hartford Funds Management Co LLC | 2,664 | $714.9K | 0.06% | +397+17.5% | Added |
| Advisor OS, LLC | 2,662 | $714.3K | 0.08% | +396+17.5% | Added |
| Financial Advisory Service, Inc. | 2,648 | $710.6K | 0.06% | +31+1.2% | Added |
| Prentice Wealth Management LLC | 2,645 | $709.8K | 0.20% | +60+2.3% | Added |
| AdvisorNet Financial, Inc | 2,640 | $708.3K | 0.05% | +106+4.2% | Added |
| Lokken Investment Group LLC | 2,638 | $708.0K | 0.30% | −955−26.6% | Reduced |
| Zullo Investment Group, Inc. | 2,637 | $707.7K | 0.30% | +244+10.2% | Added |
| Onefund, LLC | 2,636 | $707.4K | 0.72% | +6+0.2% | Added |