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
- 2,956
- −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
- 1,487 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 |
|---|---|---|---|---|---|
| NS Partners Ltd | 116,755 | $31.3M | 1.38% | +1,878+1.6% | Added |
| Yousif Capital Management, LLC | 116,650 | $31.3M | 0.36% | −1,027−0.9% | Reduced |
| Nissay Asset Management Corp | 116,426 | $31.2M | 0.20% | +1,552+1.4% | Added |
| Osterweis Capital Management Inc | 115,614 | $31.0M | 1.53% | −1,120−1.0% | Reduced |
| Mutual of America Capital Management LLC | 114,863 | $30.8M | 0.35% | +352+0.3% | Added |
| Howard Capital Management Group, LLC | 114,345 | $30.7M | 2.39% | −715−0.6% | Reduced |
| State of Alaska, Department of Revenue | 112,140 | $30.1M | 0.34% | +3,130+2.9% | Added |
| United Capital Financial Advisers, LLC | 111,166 | $29.8M | 0.26% | +1,065+1.0% | Added |
| Renaissance Group LLC | 110,732 | $29.7M | 1.31% | −2,166−1.9% | Reduced |
| CBOE Vest Financial, LLC | 109,738 | $29.4M | 0.46% | +103,654+1,703.7% | Added |
| Leonteq Securities AG | 109,179 | $29.2M | 2.23% | +63,475+138.9% | Added |
| Capital International Sarl | 108,800 | $29.2M | 0.66% | +10,754+11.0% | Added |
| Elo Mutual Pension Insurance Co | 108,405 | $29.1M | 0.65% | +21,162+24.3% | Added |
| MIG Capital, LLC | 108,200 | $29.0M | 3.69% | +107,200+10,720.0% | Added |
| Acadian Asset Management LLC | 107,844 | $28.9M | 0.08% | +25,882+31.6% | Added |
| EP Wealth Advisors, LLC | 107,781 | $28.9M | 0.23% | +2,882+2.7% | Added |
| Balyasny Asset Management LLC | 107,753 | $28.9M | 0.07% | −1,129,310−91.3% | Reduced |
| Chilton Capital Management LLC | 107,456 | $28.8M | 1.25% | +4,650+4.5% | Added |
| Tiaa Trust, National Association | 107,299 | $28.8M | 0.09% | +18,891+21.4% | Added |
| Kestra Advisory Services, LLC | 106,494 | $28.6M | 0.14% | −2,444−2.2% | Reduced |
| Wealthfront Advisers LLC | 106,221 | $28.5M | 0.08% | +5,697+5.7% | Added |
| Avala Global LP | 105,400 | $28.3M | 1.93% | +23,200+28.2% | Added |
| Ethic Inc. | 104,665 | $28.3M | 0.57% | +5,161+5.2% | Added |
| Leith Wheeler Investment Counsel Ltd. | 104,834 | $28.1M | 1.95% | +31,537+43.0% | Added |
| Reynders McVeigh Capital Management, LLC | 104,153 | $28.0M | 1.56% | +24,667+31.0% | Added |
| Nikko Asset Management Americas, Inc. | 103,907 | $27.9M | 0.36% | +103,907 | New |
| Wesbanco Bank Inc | 103,877 | $27.9M | 0.97% | +7,467+7.7% | Added |
| Park National Corp | 103,631 | $27.8M | 1.02% | +2,598+2.6% | Added |
| TCTC Holdings, LLC | 103,506 | $27.8M | 0.98% | +953+0.9% | Added |
| Alua Capital Management LP | 103,089 | $27.7M | 2.25% | −218,866−68.0% | Reduced |
| JustInvest LLC | 102,838 | $27.6M | 0.41% | +4,529+4.6% | Added |
| Tokio Marine Asset Management Co Ltd | 102,368 | $27.5M | 1.00% | +1,673+1.7% | Added |
| NorthCrest Asset Manangement, LLC | 102,261 | $27.4M | 0.83% | +2,491+2.5% | Added |
| Thomasville National Bank | 102,231 | $27.4M | 2.01% | +1,221+1.2% | Added |
| Schonfeld Strategic Advisors LLC | 101,948 | $27.4M | 0.18% | −73,003−41.7% | Reduced |
| Trybe Capital Management LP | 101,776 | $27.3M | 9.26% | −31,748−23.8% | Reduced |
| Stephens Inc | 101,480 | $27.2M | 0.40% | −5,603−5.2% | Reduced |
| Commerzbank Aktiengesellschaft | 100,027 | $26.8M | 0.63% | −2,828−2.7% | Reduced |
| Davidson Kempner Capital Management LP | 100,000 | $26.8M | 0.38% | +50,000+100.0% | Added |
| Greenleaf Trust | 98,696 | $26.5M | 0.24% | +1,327+1.4% | Added |
| Prime Capital Investment Advisors, LLC | 97,807 | $26.2M | 0.31% | +37,268+61.6% | Added |
| Atria Investments LLC | 97,254 | $26.1M | 0.33% | +8,726+9.9% | Added |
| Flputnam Investment Management Co | 95,730 | $25.7M | 0.48% | +15,749+19.7% | Added |
| Kadensa Capital Ltd | 95,104 | $25.5M | 3.17% | +5,024+5.6% | Added |
| Umb Bank N A | 95,078 | $25.5M | 0.42% | +7,546+8.6% | Added |
| Taurus Asset Management, LLC | 94,308 | $25.3M | 2.57% | −779−0.8% | Reduced |
| GWM Advisors LLC | 94,026 | $25.2M | 0.15% | −114−0.1% | Reduced |
| Adams Diversified Equity Fund, Inc. | 94,000 | $25.2M | 1.00% | +36,600+63.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 93,723 | $25.2M | 0.73% | −5,733−5.8% | Reduced |
| Tran Capital Management, L.P. | 92,950 | $24.9M | 3.36% | +5,239+6.0% | Added |
| Generali Asset Management SPA SGR | 92,619 | $24.9M | 0.61% | +1,745+1.9% | Added |
| Glenview Trust Co | 91,772 | $24.6M | 0.48% | +36,931+67.3% | Added |
| CWM, LLC | 91,401 | $24.5M | 0.10% | +11,493+14.4% | Added |
| Mesirow Financial Investment Management, Inc. | 90,962 | $24.4M | 0.47% | −529−0.6% | Reduced |
| Boston Family Office LLC | 90,032 | $24.2M | 1.71% | −1,278−1.4% | Reduced |
| Triglav Skladi, D.O.O. | 89,449 | $24.0M | 2.02% | −14,670−14.1% | Reduced |
| J. Safra Sarasin Holding AG | 88,544 | $23.8M | 0.43% | +44,204+99.7% | Added |
| Community Trust & Investment Co | 88,300 | $23.7M | 1.52% | +964+1.1% | Added |
| Rakuten Investment Management, Inc. | 87,556 | $23.6M | 0.11% | +87,556 | New |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 87,500 | $23.5M | 1.25% | −7,500−7.9% | Reduced |
| Baader Bank INC | 87,594 | $23.4M | 2.37% | +1,404+1.6% | Added |
| ATOMVEST Ltd | 87,300 | $23.4M | 48.91% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 86,859 | $23.3M | 0.33% | +3,978+4.8% | Added |
| Pittenger & Anderson Inc | 86,436 | $23.2M | 0.85% | +274+0.3% | Added |
| Sit Investment Associates Inc | 86,316 | $23.2M | 0.54% | +11,750+15.8% | Added |
| Waycross Partners, LLC | 85,506 | $22.9M | 2.57% | +85,506 | New |
| Davidson Investment Advisors | 85,188 | $22.9M | 1.13% | +2,049+2.5% | Added |
| Sora Investors LLC | 85,172 | $22.9M | 2.77% | +29,171+52.1% | Added |
| Antipodes Partners Ltd | 85,053 | $22.8M | 0.71% | −44,274−34.2% | Reduced |
| Citizens Financial Group Inc | 84,259 | $22.6M | 0.45% | +395+0.5% | Added |
| Haverford Trust Co | 84,231 | $22.6M | 0.23% | +13,391+18.9% | Added |
| Avantax Advisory Services, Inc. | 83,944 | $22.5M | 0.14% | +2,187+2.7% | Added |
| Franklin Street Advisors Inc | 83,448 | $22.4M | 1.58% | +7,925+10.5% | Added |
| Dana Investment Advisors, Inc. | 82,921 | $22.3M | 0.80% | −1,226−1.5% | Reduced |
| BNP Paribas | 82,463 | $22.2M | 0.92% | −8,001−8.8% | Reduced |
| Motley Fool Asset Management LLC | 82,384 | $22.1M | 1.24% | −4,505−5.2% | Reduced |
| Oregon Public Employees Retirement Fund | 82,134 | $22.0M | 0.43% | +180+0.2% | Added |
| ARS Investment Partners, LLC | 65,531 | $21.9M | 1.98% | −93−0.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 80,734 | $21.7M | 0.24% | −16,177−16.7% | Reduced |
| Manning & Napier Advisors LLC | 80,448 | $21.6M | 0.27% | −75,952−48.6% | Reduced |
| Boston Common Asset Management, LLC | 80,259 | $21.5M | 0.65% | +11,958+17.5% | Added |
| RPG Investment Advisory, LLC | 78,204 | $21.0M | 1.50% | +40,057+105.0% | Added |
| Abner Herrman & Brock LLC | 78,152 | $21.0M | 2.68% | +885+1.1% | Added |
| Noked Israel Ltd | 78,000 | $20.9M | 4.80% | +33,000+73.3% | Added |
| Brinker Capital Investments, LLC | 77,982 | $20.9M | 0.21% | +17,269+28.4% | Added |
| Orion Portfolio Solutions, LLC | 77,982 | $20.9M | 0.21% | +17,269+28.4% | Added |
| Private Advisor Group, LLC | 77,943 | $20.9M | 0.13% | +7,490+10.6% | Added |
| Freestone Capital Holdings, LLC | 77,415 | $20.8M | 0.78% | −534−0.7% | Reduced |
| Point72 Asset Management, L.P. | 77,347 | $20.8M | 0.06% | −811,424−91.3% | Reduced |
| First Financial Bankshares Inc | 77,292 | $20.7M | 0.45% | +21,930+39.6% | Added |
| Mizuho Securities USA LLC | 76,627 | $20.6M | 0.44% | −13,980−15.4% | Reduced |
| Paragon Capital Management Ltd | 76,081 | $20.4M | 4.18% | 00.0% | Unchanged |
| Nellore Capital Management LLC | 75,968 | $20.4M | 2.77% | −31,094−29.0% | Reduced |
| Congress Wealth Management LLC | 75,252 | $20.2M | 0.24% | +8,764+13.2% | Added |
| Trexquant Investment LP | 75,231 | $20.2M | 0.23% | +75,231 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 75,193 | $20.2M | 0.20% | +75,193 | New |
| Walleye Trading LLC | 74,615 | $20.0M | 0.57% | −162,085−68.5% | Reduced |
| Old National Bancorp | 74,263 | $19.9M | 0.52% | −6,328−7.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 73,910 | $19.8M | 0.04% | −13,090−15.0% | Reduced |
| LGT Group Foundation | 73,822 | $19.8M | 0.27% | +58,434+379.7% | Added |