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 |
|---|---|---|---|---|---|
| SFM, LLC | 2,199 | $590.2K | 0.43% | +129+6.2% | Added |
| Patron Partners Advisors, LLC | 2,195 | $589.0K | 0.32% | +256+13.2% | Added |
| Portfolio Design Labs, LLC | 2,187 | $586.9K | 0.12% | −5,200−70.4% | Reduced |
| Coign Capital Advisors LLC | 2,183 | $585.8K | 0.45% | +37+1.7% | Added |
| WBH Advisory Inc | 2,182 | $585.6K | 0.05% | −2−0.1% | Reduced |
| Beacon Financial Advisory LLC | 2,182 | $585.5K | 0.18% | +81+3.9% | Added |
| Oxford Asset Management LLP | 2,176 | $584.0K | 0.27% | +2,176 | New |
| Wilson & Boucher Capital Management, LLC | 2,175 | $583.7K | 0.43% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 2,170 | $582.3K | 0.50% | −10−0.5% | Reduced |
| Hengehold Capital Management LLC | 2,167 | $581.5K | 0.06% | −25−1.1% | Reduced |
| Harmony Asset Management LLC | 2,163 | $580.5K | 0.24% | +628+40.9% | Added |
| Sierra Summit Advisors LLC | 2,158 | $579.1K | 0.13% | +768+55.3% | Added |
| BIP Wealth, LLC | 2,152 | $577.4K | 0.04% | −459−17.6% | Reduced |
| Carson Advisory Inc. | 2,147 | $576.1K | 0.39% | +121+6.0% | Added |
| Peterson Wealth Services | 2,131 | $571.8K | 0.18% | −74−3.4% | Reduced |
| R Squared Ltd | 2,130 | $571.6K | 0.61% | +2,130 | New |
| Gibbs Wealth Management | 2,127 | $570.8K | 0.14% | +645+43.5% | Added |
| Synergy Financial Group, LTD | 2,125 | $570.1K | 0.51% | +57+2.8% | Added |
| Dark Forest Capital Management LP | 2,120 | $568.9K | 0.03% | +2,120 | New |
| TFB Advisors LLC | 2,119 | $568.7K | 0.16% | +95+4.7% | Added |
| Headinvest, LLC | 2,104 | $564.6K | 0.11% | +8+0.4% | Added |
| Ewa, LLC | 2,104 | $564.6K | 0.21% | +106+5.3% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,100 | $564.0K | 0.31% | −4,500−68.2% | Reduced |
| Delta Investment Management, LLC | 2,101 | $563.8K | 0.11% | −162−7.2% | Reduced |
| Western Pacific Wealth Management, LP | 2,096 | $562.5K | 0.51% | −32−1.5% | Reduced |
| FineMark National Bank & Trust | 2,091 | $561.1K | 0.02% | +485+30.2% | Added |
| RFG - Bristol Wealth Advisors, LLC | 2,091 | $561.0K | 0.19% | −51−2.4% | Reduced |
| Edgestream Partners, L.P. | 2,089 | $560.6K | 0.02% | −2,326−52.7% | Reduced |
| D'Orazio & Associates, Inc. | 2,088 | $560.3K | 0.09% | +75+3.7% | Added |
| Redwood Financial Network Corp | 2,085 | $559.6K | 0.43% | +139+7.1% | Added |
| Gabelli Funds LLC | 2,085 | $559.5K | 0.00% | +80+4.0% | Added |
| Seven Mile Advisory | 2,085 | $559.5K | 0.37% | +323+18.3% | Added |
| SevenBridge Financial Group, LLC | 1,927 | $556.5K | 0.11% | −381−16.5% | Reduced |
| Magnus Financial Group LLC | 2,072 | $556.1K | 0.05% | −213−9.3% | Reduced |
| Saiph Capital, LLC | 2,071 | $555.9K | 0.27% | +3+0.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,070 | $555.6K | 0.09% | +650+45.8% | Added |
| Addison Advisors LLC | 2,066 | $554.4K | 0.15% | +8+0.4% | Added |
| West Michigan Advisors, LLC | 2,061 | $553.1K | 0.18% | −11,491−84.8% | Reduced |
| NWF Advisory Services Inc. | 2,060 | $552.8K | 0.08% | −624−23.2% | Reduced |
| IVC Wealth Advisors LLC | 2,057 | $552.0K | 0.30% | +324+18.7% | Added |
| Boston Trust Walden Corp | 2,056 | $551.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,054 | $551.2K | 0.04% | +103+5.3% | Added |
| Roberts Glore & Co Inc | 2,052 | $550.7K | 0.17% | +58+2.9% | Added |
| Financial Enhancement Group LLC | 2,254 | $548.6K | 0.09% | +2,254 | New |
| Two Sigma Securities, LLC | 2,030 | $544.8K | 0.08% | −625−23.5% | Reduced |
| Readystate Asset Management LP | 2,028 | $544.2K | 0.03% | +2,028 | New |
| Vista Cima Wealth Management LLC | 2,027 | $544.0K | 0.59% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 2,027 | $544.0K | 0.11% | +2,027 | New |
| FF Advisors,LLC | 1,949 | $542.3K | 0.31% | +2+0.1% | Added |
| Brady Martz Wealth Solutions, LLC | 2,018 | $541.6K | 0.12% | −16−0.8% | Reduced |
| Leuthold Group, LLC | 2,016 | $541.0K | 0.07% | −71−3.4% | Reduced |
| Accel Wealth Management | 2,013 | $540.2K | 0.20% | −110−5.2% | Reduced |
| Trilogy Capital Inc. | 2,005 | $538.1K | 0.03% | +225+12.6% | Added |
| Latko Wealth Management, Ltd. | 2,005 | $538.0K | 0.35% | +2+0.1% | Added |
| Brookwood Investment Group LLC | 2,002 | $537.1K | 0.09% | +2,002 | New |
| Covenant Partners, LLC | 2,001 | $537.0K | 0.17% | −92−4.4% | Reduced |
| Global Trust Asset Management, LLC | 1,999 | $537.0K | 0.33% | −360−15.3% | Reduced |
| Alley Investment Management Company, LLC | 2,000 | $536.7K | 0.07% | 00.0% | Unchanged |
| Grace & Mercy Foundation, Inc. | 2,000 | $536.7K | 0.13% | 00.0% | Unchanged |
| Corient IA LLC | 2,000 | $536.7K | 0.38% | +2,000 | New |
| Winthrop Advisory Group LLC | 2,000 | $536.6K | 0.06% | +50+2.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,600 | $534.8K | 0.17% | +9+0.6% | Added |
| Everpar Advisors LLC | 1,990 | $534.0K | 0.28% | +33+1.7% | Added |
| Sage Private Wealth Group, LLC | 1,981 | $531.8K | 0.40% | +112+6.0% | Added |
| Kensington Investment Counsel, LLC | 1,972 | $529.2K | 0.24% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,972 | $529.1K | 0.07% | −22−1.1% | Reduced |
| Pines Wealth Management, LLC | 2,167 | $528.7K | 0.24% | +5+0.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,969 | $528.4K | 0.21% | −79−3.9% | Reduced |
| Oak Ridge Investments LLC | 1,962 | $526.5K | 0.04% | −82−4.0% | Reduced |
| Creative Financial Designs Inc | 1,961 | $526.1K | 0.04% | +532+37.2% | Added |
| Wayfinding Financial, LLC | 1,960 | $526.0K | 0.23% | +189+10.7% | Added |
| Persium Advisors, LLC | 1,953 | $524.1K | 0.50% | +134+7.4% | Added |
| New Republic Capital, LLC | 1,952 | $523.9K | 0.23% | +3+0.2% | Added |
| Milestone Asset Management, LLC | 1,952 | $523.9K | 0.11% | −1,969−50.2% | Reduced |
| Revolve Wealth Partners, LLC | 1,946 | $522.2K | 0.08% | +119+6.5% | Added |
| KWB Wealth | 1,560 | $521.7K | 0.06% | +93+6.3% | Added |
| Citizens National Bank Trust Department | 1,942 | $521.2K | 0.11% | +18+0.9% | Added |
| Blackhawk Capital Partners LLC. | 1,940 | $520.6K | 0.27% | −112−5.5% | Reduced |
| Tyler-Stone Wealth Management | 1,935 | $519.4K | 0.09% | +468+31.9% | Added |
| Uniting Wealth Partners, LLC | 1,933 | $518.7K | 0.26% | +46+2.4% | Added |
| Golden State Wealth Management, LLC | 1,931 | $518.2K | 0.08% | +370+23.7% | Added |
| Silver Coast Investments LLC | 1,928 | $517.4K | 0.20% | +82+4.4% | Added |
| Alliance Wealth Advisors, LLC | 1,928 | $517.4K | 0.30% | +1+0.1% | Added |
| Versant Capital Management, Inc | 1,927 | $517.1K | 0.09% | +444+29.9% | Added |
| Breakwater Capital Group | 1,926 | $516.9K | 0.09% | +1,074+126.1% | Added |
| Raleigh Capital Management Inc. | 1,926 | $516.8K | 0.23% | −441−18.6% | Reduced |
| Investors Research Corp | 1,919 | $515.1K | 0.11% | −229−10.7% | Reduced |
| Meritage Portfolio Management | 1,918 | $514.7K | 0.03% | −18,691−90.7% | Reduced |
| Howard Wealth Management, LLC | 1,917 | $514.6K | 0.29% | −5−0.3% | Reduced |
| Battery Global Advisors, LLC | 1,914 | $513.6K | 0.29% | 00.0% | Unchanged |
| Poehling Capital Management, LLC | 1,914 | $513.6K | 0.13% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,908 | $512.1K | 0.05% | +281+17.3% | Added |
| Independent Solutions Wealth Management, LLC | 1,908 | $512.0K | 0.11% | −142−6.9% | Reduced |
| Tyche Wealth Partners LLC | 1,907 | $511.8K | 0.11% | −112−5.5% | Reduced |
| Traveka Wealth, LLC | 1,907 | $511.7K | 0.29% | −390−17.0% | Reduced |
| Davy Global Fund Management Ltd | 1,906 | $511.5K | 0.06% | +1,906 | New |
| Financial Life Planners | 1,902 | $510.5K | 0.50% | −4−0.2% | Reduced |
| Burk Holdings LLC | 1,899 | $509.6K | 0.38% | +1,899 | New |
| SummitTX Capital, L.P. | 1,894 | $508.3K | 0.02% | +1,894 | New |
| Jeppson Wealth Management, LLC | 1,889 | $507.0K | 0.19% | +30+1.6% | Added |