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; 2,492 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| J. Stern & Co. LLP | 197,840 | $53.1M | 5.09% | +17,956+10.0% | Added |
| Mogy Joel R Investment Counsel Inc | 197,535 | $53.0M | 3.41% | +584+0.3% | Added |
| Gateway Investment Advisers LLC | 194,489 | $52.2M | 0.60% | +14,649+8.1% | Added |
| Mediolanum International Funds Ltd | 191,507 | $51.7M | 0.72% | −53,221−21.7% | Reduced |
| Ami Asset Management Corp | 192,003 | $51.5M | 3.02% | −38,047−16.5% | Reduced |
| Windward Capital Management Co | 191,977 | $51.5M | 4.44% | −3,459−1.8% | Reduced |
| Capital Fund Management S.A. | 190,635 | $51.2M | 0.65% | +163,237+595.8% | Added |
| Atalanta Sosnoff Capital, LLC | 190,438 | $51.1M | 1.22% | +6,491+3.5% | Added |
| Tocqueville Asset Management L.P. | 189,745 | $50.9M | 0.83% | −13,471−6.6% | Reduced |
| CapitalatWork S.A. | 189,615 | $50.9M | 1.65% | +29,689+18.6% | Added |
| Summitry LLC | 189,591 | $50.9M | 2.57% | +1,333+0.7% | Added |
| Samlyn Capital, LLC | 188,397 | $50.6M | 0.83% | +188,397 | New |
| Assetmark, Inc | 187,934 | $50.4M | 0.14% | +13,694+7.9% | Added |
| MML Investors Services, LLC | 187,455 | $50.3M | 0.17% | +16,639+9.7% | Added |
| Quantinno Capital Management LP | 187,333 | $50.3M | 0.33% | +82,752+79.1% | Added |
| AustralianSuper Pty Ltd | 187,293 | $50.3M | 0.28% | −518,647−73.5% | Reduced |
| QRG Capital Management, Inc. | 186,200 | $50.0M | 0.52% | +4,792+2.6% | Added |
| Pathstone Holdings, LLC | 184,502 | $49.7M | 0.22% | +72,805+65.2% | Added |
| ABN AMRO Bank N.V. | 184,099 | $49.3M | 0.68% | −70,268−27.6% | Reduced |
| IFM Investors Pty Ltd | 182,862 | $49.1M | 0.53% | −211−0.1% | Reduced |
| Petrus Trust Company, LTA | 179,772 | $48.2M | 4.50% | +27,272+17.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 179,426 | $48.2M | 0.09% | +17,069+10.5% | Added |
| Heritage Investors Management Corp | 177,238 | $47.6M | 1.63% | +1,230+0.7% | Added |
| M&T Bank Corp | 175,840 | $47.2M | 0.17% | −16,612−8.6% | Reduced |
| Financial Counselors Inc | 175,631 | $47.1M | 0.72% | +3,869+2.3% | Added |
| Scotia Capital Inc. | 175,169 | $47.0M | 0.25% | +8,374+5.0% | Added |
| Virginia Retirement Systems Et Al | 173,401 | $46.5M | 0.35% | +173,401 | New |
| Pinnacle Financial Partners Inc | 156,844 | $46.5M | 0.94% | +734+0.5% | Added |
| Sanctuary Advisors, LLC | 169,563 | $45.5M | 0.32% | −9,050−5.1% | Reduced |
| E. Ohman J:or Asset Management AB | 169,027 | $45.4M | 1.21% | −30,421−15.3% | Reduced |
| Vident Advisory, LLC | 168,099 | $45.1M | 0.66% | +45,672+37.3% | Added |
| Fairview Capital Investment Management, LLC | 167,304 | $44.9M | 2.38% | +2,656+1.6% | Added |
| Teachers Retirement System of the State of Kentucky | 166,807 | $44.8M | 0.40% | +2,042+1.2% | Added |
| Groupe la Francaise | 158,797 | $44.0M | 0.94% | +31,866+25.1% | Added |
| Mar Vista Investment Partners LLC | 162,809 | $43.7M | 3.59% | −29,670−15.4% | Reduced |
| Banco Santander, S.A. | 161,240 | $43.3M | 0.48% | +22,028+15.8% | Added |
| Jupiter Asset Management Ltd | 160,215 | $43.0M | 0.41% | −34,153−17.6% | Reduced |
| RMB Capital Management, LLC | 159,288 | $42.7M | 1.05% | −5,336−3.2% | Reduced |
| CIBC World Markets Corp | 158,734 | $42.6M | 0.34% | −133,503−45.7% | Reduced |
| Motley Fool Wealth Management, LLC | 157,613 | $42.3M | 2.50% | −22,476−12.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 156,000 | $41.9M | 0.37% | +6,000+4.0% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 154,628 | $41.5M | 1.69% | +300+0.2% | Added |
| Utah Retirement Systems | 153,084 | $41.1M | 0.47% | −202−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 152,467 | $40.9M | 0.77% | +18,350+13.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 150,355 | $40.3M | 1.19% | +7,139+5.0% | Added |
| Douglas Lane & Associates, LLC | 148,633 | $39.9M | 0.59% | +5,892+4.1% | Added |
| USS Investment Management Ltd | 148,486 | $39.8M | 0.30% | +90.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 148,282 | $39.8M | 0.52% | +54,815+58.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 147,061 | $39.6M | 1.16% | −150−0.1% | Reduced |
| Oddo BHF Asset Management SAS | 145,853 | $39.1M | 1.60% | +13,662+10.3% | Added |
| Regions Financial Corp | 145,253 | $39.0M | 0.29% | +5,024+3.6% | Added |
| AE Wealth Management LLC | 145,043 | $38.9M | 0.33% | +4,759+3.4% | Added |
| Mercer Global Advisors Inc | 144,866 | $38.9M | 0.09% | −640.0% | Reduced |
| Aquatic Capital Management LLC | 144,681 | $38.8M | 0.99% | +12,216+9.2% | Added |
| Brown Advisory Inc | 143,348 | $38.5M | 0.05% | −2,472−1.7% | Reduced |
| WestEnd Advisors, LLC | 141,542 | $38.0M | 1.01% | −7,920−5.3% | Reduced |
| New York Life Investment Management LLC | 141,521 | $38.0M | 0.39% | −430−0.3% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 140,250 | $37.6M | 0.89% | +132,486+1,706.4% | Added |
| Benchstone Capital Management LP | 139,275 | $37.4M | 3.97% | +75,937+119.9% | Added |
| Varma Mutual Pension Insurance Co | 136,828 | $36.7M | 0.32% | −17,700−11.5% | Reduced |
| Hyperion Asset Management Ltd | 136,655 | $36.7M | 1.44% | +2,449+1.8% | Added |
| Jain Global LLC | 136,286 | $36.6M | 0.75% | +3,374+2.5% | Added |
| Achmea Investment Management B.V. | 135,710 | $36.4M | 0.53% | +31,600+30.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 134,587 | $36.1M | 0.37% | +143+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 134,399 | $36.1M | 0.29% | +17,719+15.2% | Added |
| Nomura Holdings Inc | 134,064 | $36.0M | 0.19% | −36,455−21.4% | Reduced |
| Suncoast Equity Management | 133,889 | $35.9M | 4.06% | +3,513+2.7% | Added |
| Zacks Investment Management | 133,368 | $35.8M | 0.33% | +46,531+53.6% | Added |
| Guinness Asset Management LTD | 133,235 | $35.8M | 0.68% | +6,681+5.3% | Added |
| OP Asset Management Ltd | 133,131 | $35.7M | 0.60% | +133,131 | New |
| Rit Capital Partners PLC | 133,000 | $35.7M | 6.91% | +133,000 | New |
| Kempen Capital Management N.V. | 132,340 | $35.5M | 0.37% | −63,664−32.5% | Reduced |
| Junto Capital Management LP | 131,666 | $35.3M | 0.81% | −26,245−16.6% | Reduced |
| Prudential PLC | 131,209 | $35.2M | 0.18% | +10,496+8.7% | Added |
| Becker Capital Management Inc | 130,880 | $35.1M | 1.16% | −5,396−4.0% | Reduced |
| MayTech Global Investments, LLC | 130,871 | $35.1M | 4.56% | +3,810+3.0% | Added |
| Steward Partners Investment Advisory, LLC | 130,522 | $35.0M | 0.31% | +4,952+3.9% | Added |
| DJE Kapital AG | 134,015 | $35.0M | 1.04% | −245,510−64.7% | Reduced |
| Andra AP-fonden | 129,545 | $34.8M | 0.57% | +18,747+16.9% | Added |
| Aureus Asset Management, LLC | 129,151 | $34.7M | 2.43% | −2,587−2.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 128,755 | $34.6M | 0.41% | −27,900−17.8% | Reduced |
| Meitav Dash Investments Ltd | 133,397 | $34.4M | 0.63% | +3,465+2.7% | Added |
| Hollencrest Capital Management | 127,267 | $34.2M | 1.50% | −130−0.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 127,175 | $34.1M | 1.11% | +349+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 126,942 | $34.1M | 0.11% | +2,860+2.3% | Added |
| ASR Vermogensbeheer N.V. | 124,364 | $33.4M | 0.49% | +124,364 | New |
| Oppenheimer Asset Management Inc. | 123,489 | $33.1M | 0.41% | −290.0% | Reduced |
| Valiant Capital Management, L.P. | 123,410 | $33.1M | 3.57% | +25,800+26.4% | Added |
| Guggenheim Capital LLC | 122,742 | $32.9M | 0.31% | +13,504+12.4% | Added |
| Jump Financial, LLC | 122,567 | $32.9M | 0.49% | +121,486+11,238.3% | Added |
| Crossmark Global Holdings, Inc. | 122,297 | $32.8M | 0.58% | +15,236+14.2% | Added |
| Twin Tree Management, LP | 122,215 | $32.8M | 0.72% | −127,400−51.0% | Reduced |
| Toroso Investments, LLC | 122,181 | $32.8M | 0.28% | −34,317−21.9% | Reduced |
| Whittier Trust Co | 121,497 | $32.6M | 0.45% | +1,521+1.3% | Added |
| Badgley Phelps Wealth Managers, LLC | 121,013 | $32.5M | 0.78% | −951−0.8% | Reduced |
| Annex Advisory Services, LLC | 120,356 | $32.3M | 0.92% | +35,949+42.6% | Added |
| Lido Advisors, LLC | 119,420 | $32.0M | 0.19% | +10,499+9.6% | Added |
| Silvant Capital Management LLC | 119,386 | $32.0M | 1.47% | +278+0.2% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 119,071 | $32.0M | 0.54% | −1,716−1.4% | Reduced |
| GuoLine Advisory Pte Ltd | 117,890 | $31.6M | 3.35% | 00.0% | Unchanged |