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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 73,698 | $19.8M | 0.45% | +7,365+11.1% | Added |
| MMBG Investment Advisors Co. | 73,020 | $19.6M | 2.21% | +200+0.3% | Added |
| Cubist Systematic Strategies, LLC | 72,992 | $19.6M | 0.26% | +3,147+4.5% | Added |
| Clearstead Advisors, LLC | 72,918 | $19.6M | 0.30% | −1,076−1.5% | Reduced |
| Yarbrough Capital, LLC | 72,522 | $19.5M | 0.84% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 72,249 | $19.4M | 0.32% | +3,735+5.5% | Added |
| Magellan Asset Management Ltd | 72,038 | $19.3M | 0.24% | −17,847−19.9% | Reduced |
| Martingale Asset Management L P | 71,285 | $19.1M | 0.49% | +1,922+2.8% | Added |
| Daymark Wealth Partners, LLC | 71,056 | $19.1M | 0.82% | −103,866−59.4% | Reduced |
| Foundations Investment Advisors, LLC | 70,775 | $19.0M | 0.35% | +34,302+94.0% | Added |
| Washington Trust Co | 69,823 | $18.7M | 0.72% | +532+0.8% | Added |
| Interval Partners, LP | 69,339 | $18.6M | 0.66% | +59,655+616.0% | Added |
| Roffman Miller Associates Inc | 69,046 | $18.5M | 1.17% | +9,395+15.7% | Added |
| Dash Acquisitions Inc. | 64,016 | $18.5M | 4.13% | +3,495+5.8% | Added |
| Woodline Partners LP | 68,807 | $18.5M | 0.12% | −100,973−59.5% | Reduced |
| Harvest Portfolios Group Inc. | 68,626 | $18.4M | 0.54% | −6,005−8.0% | Reduced |
| Silvercrest Asset Management Group LLC | 68,569 | $18.4M | 0.13% | +56,544+470.2% | Added |
| Hudson Bay Capital Management LP | 68,331 | $18.3M | 0.12% | +38,552+129.5% | Added |
| LGT Fund Management Co Ltd. | 67,797 | $18.2M | 1.64% | −3,969−5.5% | Reduced |
| Ithaka Group LLC | 67,692 | $18.2M | 3.70% | −3,337−4.7% | Reduced |
| Parallel Advisors, LLC | 67,283 | $18.1M | 0.41% | +349+0.5% | Added |
| Pensionmark Financial Group, LLC | 67,137 | $18.0M | 0.47% | +4,730+7.6% | Added |
| Hamilton Capital Partners Inc. | 66,845 | $17.9M | 1.15% | +4,475+7.2% | Added |
| Arvest Bank Trust Division | 66,608 | $17.9M | 1.13% | +64,728+3,443.0% | Added |
| GW Henssler & Associates Ltd | 66,450 | $17.8M | 1.02% | +5,413+8.9% | Added |
| Lyell Wealth Management, LP | 66,098 | $17.7M | 1.66% | +1,896+3.0% | Added |
| Tudor Investment Corp Et Al | 66,064 | $17.7M | 0.16% | +24,065+57.3% | Added |
| J. L. Bainbridge & Co., Inc. | 65,873 | $17.7M | 1.80% | +65,061+8,012.4% | Added |
| TCG Advisory Services, LLC | 65,605 | $17.6M | 0.71% | −202−0.3% | Reduced |
| Metis Global Partners, LLC | 64,955 | $17.4M | 0.49% | +6,607+11.3% | Added |
| CCM Investment Advisers LLC | 64,928 | $17.4M | 2.14% | −2,376−3.5% | Reduced |
| Capstone Investment Advisors, LLC | 64,837 | $17.4M | 0.16% | +43,151+199.0% | Added |
| Nixon Peabody Trust Co | 64,259 | $17.2M | 1.46% | −14,095−18.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 64,126 | $17.2M | 1.48% | +286+0.4% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 69,000 | $17.1M | 2.44% | 00.0% | Unchanged |
| Delta Global Management LP | 63,672 | $17.1M | 1.23% | +63,672 | New |
| Kentucky Retirement Systems | 63,119 | $16.9M | 0.52% | −3,470−5.2% | Reduced |
| Marex Group plc | 63,038 | $16.9M | 0.32% | −17,166−21.4% | Reduced |
| GDS Wealth Management | 62,939 | $16.9M | 1.44% | +2,173+3.6% | Added |
| Artemis Investment Management LLP | 62,663 | $16.8M | 0.26% | +17,447+38.6% | Added |
| Osborne Partners Capital Management, LLC | 62,574 | $16.8M | 0.97% | +500+0.8% | Added |
| Eastern Bank | 62,387 | $16.7M | 0.33% | −3,398−5.2% | Reduced |
| Grimes & Company, Inc. | 62,117 | $16.7M | 0.52% | +86+0.1% | Added |
| Brevan Howard Capital Management LP | 63,319 | $16.6M | 0.47% | +14,555+29.8% | Added |
| NEOS Investment Management LLC | 61,860 | $16.6M | 0.31% | +11,275+22.3% | Added |
| Talbot Financial, LLC | 61,151 | $16.4M | 2.06% | −1,078−1.7% | Reduced |
| Arkadios Wealth Advisors | 60,810 | $16.3M | 0.62% | +18,760+44.6% | Added |
| Norinchukin Bank, The | 60,773 | $16.3M | 0.30% | +7,109+13.2% | Added |
| Cresset Asset Management, LLC | 60,608 | $16.3M | 0.08% | −19,292−24.1% | Reduced |
| Warren Averett Asset Management, LLC | 60,580 | $16.3M | 0.20% | +44,266+271.3% | Added |
| Great Valley Advisor Group, Inc. | 60,201 | $16.2M | 0.35% | −5,302−8.1% | Reduced |
| Capital International Ltd | 60,174 | $16.1M | 0.70% | +1,665+2.8% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 60,118 | $16.1M | 5.10% | +40,000+198.8% | Added |
| Clear Street LLC | 60,000 | $16.1M | 0.32% | −40,000−40.0% | Reduced |
| Banque Transatlantique SA | 59,860 | $16.1M | 0.49% | −3,368−5.3% | Reduced |
| Middleton & Co Inc | 59,517 | $16.0M | 1.87% | −1,125−1.9% | Reduced |
| Cidel Asset Management Inc | 58,835 | $15.8M | 1.03% | +217+0.4% | Added |
| Hartford Investment Management Co | 58,383 | $15.7M | 0.54% | −697−1.2% | Reduced |
| Allianz SE | 57,958 | $15.6M | 0.41% | +1,448+2.6% | Added |
| Crawford Investment Counsel Inc | 57,635 | $15.5M | 0.27% | +1,566+2.8% | Added |
| WoodTrust Financial Corp | 57,572 | $15.4M | 2.16% | +279+0.5% | Added |
| Trajan Wealth LLC | 57,459 | $15.4M | 0.84% | +1,561+2.8% | Added |
| Neville Rodie & Shaw Inc | 57,326 | $15.4M | 1.20% | +4,015+7.5% | Added |
| Fulton Breakefield Broenniman LLC | 57,254 | $15.4M | 1.11% | −1,498−2.5% | Reduced |
| Northwest & Ethical Investments L.P. | 57,217 | $15.4M | 0.42% | +17,653+44.6% | Added |
| Whittier Trust Co of Nevada Inc | 57,044 | $15.3M | 0.39% | +2,056+3.7% | Added |
| Generate Investment Management Ltd | 57,027 | $15.3M | 1.07% | −15,789−21.7% | Reduced |
| Avanza Fonder AB | 56,117 | $15.2M | 0.50% | −6,872−10.9% | Reduced |
| One Capital Management, LLC | 56,251 | $15.1M | 0.51% | +1,817+3.3% | Added |
| Baker Avenue Asset Management, LP | 56,245 | $15.1M | 0.47% | +382+0.7% | Added |
| Lynwood Price Capital Management LP | 56,000 | $15.0M | 8.57% | +15,000+36.6% | Added |
| Sava Infond d.o.o. | 55,990 | $15.0M | 2.87% | +7,240+14.9% | Added |
| Transform Wealth, LLC | 55,565 | $14.9M | 0.90% | +1,617+3.0% | Added |
| Copeland Capital Management, LLC | 55,229 | $14.8M | 0.30% | −913−1.6% | Reduced |
| Gulf International Bank (UK) Ltd | 55,049 | $14.8M | 0.51% | −20,802−27.4% | Reduced |
| Engineers Gate Manager LP | 54,738 | $14.7M | 0.25% | +31,859+139.2% | Added |
| NFJ Investment Group, LLC | 54,674 | $14.7M | 0.49% | +4,729+9.5% | Added |
| Advisory Services Network, LLC | 54,446 | $14.6M | 0.28% | +4,499+9.0% | Added |
| TD Waterhouse Canada Inc. | 53,809 | $14.6M | 0.12% | +4,717+9.6% | Added |
| Stonebridge Capital Advisors LLC | 54,275 | $14.6M | 1.19% | +1,845+3.5% | Added |
| TownSquare Capital, LLC | 54,273 | $14.6M | 0.16% | +4,312+8.6% | Added |
| Mill Capital Management, LLC | 54,209 | $14.5M | 1.17% | +130+0.2% | Added |
| Beacon Pointe Advisors, LLC | 54,120 | $14.5M | 0.16% | +1,022+1.9% | Added |
| Oppenheimer & Co Inc | 53,137 | $14.3M | 0.22% | +2,958+5.9% | Added |
| Phoenix Holdings Ltd. | 53,012 | $14.3M | 0.22% | +15,838+42.6% | Added |
| Marco Investment Management LLC | 52,866 | $14.2M | 1.32% | −347−0.7% | Reduced |
| Shufro Rose & Co LLC | 52,613 | $14.1M | 1.12% | −151−0.3% | Reduced |
| Univest Financial Corp | 52,140 | $14.0M | 0.91% | −24,162−31.7% | Reduced |
| EULAV Asset Management | 52,006 | $14.0M | 0.34% | +15,000+40.5% | Added |
| Jasper Ridge Partners, L.P. | 51,894 | $13.9M | 0.45% | 00.0% | Unchanged |
| Thames Capital Management LLC | 51,851 | $13.9M | 5.34% | +4,585+9.7% | Added |
| Factory Mutual Insurance Co | 51,800 | $13.9M | 0.16% | −8,300−13.8% | Reduced |
| Louisiana State Employees Retirement System | 51,500 | $13.8M | 0.27% | +100+0.2% | Added |
| Illinois Municipal Retirement Fund | 51,286 | $13.8M | 0.20% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 51,261 | $13.8M | 1.48% | −318−0.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 51,001 | $13.7M | 0.15% | +6,922+15.7% | Added |
| Benjamin Edwards Inc | 50,956 | $13.7M | 0.19% | +4,621+10.0% | Added |
| TenCore Partners, LP | 50,693 | $13.6M | 7.15% | +2,185+4.5% | Added |
| Securian Asset Management, Inc | 50,690 | $13.6M | 0.41% | −691−1.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 50,591 | $13.6M | 0.44% | +5,274+11.6% | Added |