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 |
|---|---|---|---|---|---|
| Heritage Wealth Management, Inc. | 2,635 | $707.1K | 0.24% | +262+11.0% | Added |
| Tandem Capital Management Corp | 2,633 | $706.6K | 0.39% | +534+25.4% | Added |
| Three Seasons Wealth, LLC | 2,621 | $703.4K | 0.35% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 2,615 | $701.8K | 0.64% | +1,580+152.7% | Added |
| Sentry Investment Management LLC | 2,868 | $700.0K | 0.47% | +500+21.1% | Added |
| Key Financial Inc | 2,602 | $698.3K | 0.15% | +30+1.2% | Added |
| LeClair Wealth Partners LLC | 2,597 | $696.9K | 0.50% | −53−2.0% | Reduced |
| Gryphon Financial Partners LLC | 2,592 | $695.5K | 0.10% | +126+5.1% | Added |
| Evermay Wealth Management LLC | 2,591 | $695.3K | 0.09% | −20−0.8% | Reduced |
| Root Financial Partners, LLC | 2,589 | $694.7K | 0.07% | +254+10.9% | Added |
| Machina Capital S.A.S. | 2,582 | $692.9K | 0.21% | +790+44.1% | Added |
| Chemung Canal Trust Co | 2,577 | $691.6K | 0.15% | −118−4.4% | Reduced |
| Fortitude Family Office, LLC | 2,571 | $690.0K | 0.25% | −32−1.2% | Reduced |
| Bellecapital International Ltd. | 2,566 | $688.6K | 0.14% | +1,253+95.4% | Added |
| YANKCOM Partnership | 2,565 | $688.3K | 0.38% | +35+1.4% | Added |
| Cornerstone Wealth Group, LLC | 2,563 | $687.8K | 0.06% | −162−5.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 2,556 | $685.9K | 0.47% | +1,150+81.8% | Added |
| Berry Wealth Group, LP | 2,553 | $685.2K | 0.54% | +611+31.5% | Added |
| Dogwood Wealth Management LLC | 2,551 | $684.6K | 0.36% | +303+13.5% | Added |
| Cary Street Partner Investment Advisory LLC | 2,548 | $683.8K | 0.39% | +120+4.9% | Added |
| Virtue Capital Management, LLC | 2,557 | $683.8K | 0.08% | +281+12.3% | Added |
| Williams Jones Wealth Management, LLC. | 2,544 | $682.7K | 0.01% | +37+1.5% | Added |
| Phillips Wealth Planners LLC | 2,675 | $682.1K | 0.72% | +655+32.4% | Added |
| Capital Advantage, Inc. | 2,038 | $681.5K | 0.12% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,532 | $679.6K | 0.18% | +728+40.4% | Added |
| Runnymede Capital Advisors, Inc. | 2,530 | $679.0K | 0.65% | −26−1.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 2,529 | $678.6K | 0.14% | +198+8.5% | Added |
| City State Bank | 2,513 | $674.4K | 0.22% | +80+3.3% | Added |
| Windsor Capital Management, LLC | 2,513 | $674.3K | 0.21% | −10−0.4% | Reduced |
| Quarry LP | 2,507 | $672.8K | 0.17% | +2,263+927.5% | Added |
| Baxter Bros Inc | 2,502 | $671.4K | 0.09% | +647+34.9% | Added |
| Hill Island Financial LLC | 2,496 | $669.9K | 0.20% | −53−2.1% | Reduced |
| Clarendon Private LLC | 2,490 | $668.2K | 0.71% | +188+8.2% | Added |
| Solstein Capital, LLC | 2,487 | $667.4K | 0.39% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 2,487 | $667.4K | 0.10% | +249+11.1% | Added |
| Childress Capital Advisors, LLC | 2,486 | $667.2K | 0.19% | −50−2.0% | Reduced |
| Bosman Wealth Management, LLC | 2,478 | $665.0K | 0.68% | +2,478 | New |
| Atlanta Consulting Group Advisors, LLC | 2,477 | $664.8K | 0.19% | −145−5.5% | Reduced |
| Atlantic Trust, LLC | 2,475 | $664.2K | 0.15% | −59−2.3% | Reduced |
| Kuhn & Co Investment Counsel | 2,467 | $662.0K | 0.56% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 2,466 | $662.0K | 0.05% | −63−2.5% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 2,464 | $661.2K | 0.45% | −50−2.0% | Reduced |
| Essex LLC | 2,452 | $658.0K | 0.14% | +611+33.2% | Added |
| Legacy Capital Group California, Inc. | 2,447 | $656.7K | 0.23% | −12−0.5% | Reduced |
| Kozak & Associates, Inc. | 2,571 | $654.4K | 0.16% | +41+1.6% | Added |
| Capital Investment Advisory Services, LLC | 2,433 | $652.8K | 0.06% | +231+10.5% | Added |
| Millstone Evans Group, LLC | 2,427 | $651.3K | 0.44% | −36−1.5% | Reduced |
| White Pine Capital LLC | 2,427 | $651.3K | 0.23% | +215+9.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,421 | $649.8K | 0.00% | +1,075+79.9% | Added |
| McDaniel Terry & Co | 2,420 | $649.0K | 0.06% | +597+32.7% | Added |
| Beaumont Financial Advisors, LLC | 2,416 | $648.4K | 0.05% | +32+1.3% | Added |
| Kapstone Financial Advisors LLC | 2,408 | $646.2K | 0.37% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 2,403 | $644.9K | 0.14% | +146+6.5% | Added |
| LVW Advisors, LLC | 2,397 | $643.3K | 0.08% | +353+17.3% | Added |
| Regent Peak Wealth Advisors LLC | 2,390 | $641.5K | 0.15% | −57−2.3% | Reduced |
| Garda Capital Partners LP | 2,387 | $640.6K | 0.36% | +2,387 | New |
| Xcel Wealth Management, LLC | 2,375 | $637.4K | 0.20% | −80−3.3% | Reduced |
| Dunhill Financial, LLC | 2,367 | $635.1K | 0.29% | +1,479+166.6% | Added |
| Vista Wealth Management Group, LLC | 2,351 | $631.0K | 0.04% | −623−20.9% | Reduced |
| WealthCollab, LLC | 2,346 | $629.6K | 0.39% | −522−18.2% | Reduced |
| Koss-Olinger Consulting, LLC | 2,343 | $629.0K | 0.05% | +2,343 | New |
| Elevated Capital Advisors, LLC | 2,334 | $626.4K | 0.18% | −138−5.6% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,331 | $625.5K | 0.12% | +63+2.8% | Added |
| Flynn Zito Capital Management, LLC | 2,331 | $625.5K | 0.29% | −1,125−32.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,325 | $623.9K | 0.08% | −11−0.5% | Reduced |
| Mainsail Financial Group, LLC | 2,324 | $623.7K | 0.35% | +830+55.6% | Added |
| Nichols & Pratt Advisers LLP | 2,315 | $621.3K | 0.04% | −440−16.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,305 | $621.0K | 0.01% | −5−0.2% | Reduced |
| Severin Investments, LLC | 2,309 | $619.8K | 0.62% | −42−1.8% | Reduced |
| Cascades Capital Asset Management, LLC | 2,303 | $617.9K | 0.33% | +10.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,302 | $617.8K | 0.06% | +117+5.4% | Added |
| Richard P Slaughter Associates Inc | 2,302 | $617.8K | 0.14% | +2,302 | New |
| Parkside Advisors LLC | 2,299 | $617.0K | 0.15% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,296 | $616.0K | 0.05% | −41−1.8% | Reduced |
| Whalen Wealth Management Inc. | 2,294 | $615.6K | 0.41% | +940+69.4% | Added |
| Cim Investment Mangement Inc | 2,290 | $614.5K | 0.14% | −2−0.1% | Reduced |
| Avidian Wealth Solutions, LLC | 2,288 | $614.1K | 0.03% | −244−9.6% | Reduced |
| Bingham Private Wealth, LLC | 2,284 | $612.9K | 0.63% | +69+3.1% | Added |
| Apollon Financial, LLC | 2,280 | $612.0K | 0.14% | +60+2.7% | Added |
| Prosperity Wealth Management, Inc. | 2,278 | $611.3K | 0.29% | +290+14.6% | Added |
| 17 Capital Partners, LLC | 2,277 | $611.1K | 0.39% | +25+1.1% | Added |
| Berger Financial Group, Inc | 2,273 | $610.1K | 0.04% | +28+1.2% | Added |
| Northwest Financial Advisors | 2,270 | $609.2K | 0.51% | +282+14.2% | Added |
| 3Chopt Investment Partners, LLC | 2,270 | $609.2K | 0.16% | +2,270 | New |
| IFG Advisory, LLC | 2,265 | $607.9K | 0.03% | −4−0.2% | Reduced |
| Cornerstone Select Advisors, LLC | 2,262 | $607.0K | 0.57% | +541+31.4% | Added |
| BXM Wealth LLC | 2,262 | $606.4K | 0.73% | +1,143+102.1% | Added |
| Napatree Capital LLC | 2,255 | $605.2K | 0.34% | +735+48.4% | Added |
| Vista Investment Management | 2,250 | $603.8K | 0.24% | −299−11.7% | Reduced |
| McHugh Group, LLC | 2,250 | $603.8K | 0.46% | +200+9.8% | Added |
| Centurion Wealth Management LLC | 1,793 | $599.3K | 0.19% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 2,230 | $598.4K | 0.09% | +601+36.9% | Added |
| Crumly & Associates Inc. | 2,228 | $597.9K | 0.17% | +51+2.3% | Added |
| BankPlus Wealth Management LLC | 2,222 | $596.5K | 0.44% | +28+1.3% | Added |
| RAM Investment Partners, LLC | 2,219 | $595.4K | 0.15% | −83−3.6% | Reduced |
| Verdence Capital Advisors LLC | 2,218 | $595.3K | 0.05% | +83+3.9% | Added |
| JT Stratford LLC | 2,215 | $594.4K | 0.11% | −300−11.9% | Reduced |
| Fedenia Advisers LLC | 2,207 | $592.3K | 0.38% | +885+66.9% | Added |
| Walkner Condon Financial Advisors LLC | 2,200 | $590.3K | 0.12% | +67+3.1% | Added |
| Fermata Advisors, LLC | 2,199 | $590.3K | 0.11% | +1,025+87.3% | Added |