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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 49,984 | $13.4M | 0.23% | −3,848−7.1% | Reduced |
| MAI Capital Management | 49,444 | $13.3M | 0.10% | +3,363+7.3% | Added |
| Chesley Taft & Associates LLC | 48,917 | $13.1M | 0.63% | +1,284+2.7% | Added |
| Aptus Capital Advisors, LLC | 48,821 | $13.1M | 0.15% | +35,529+267.3% | Added |
| Verition Fund Management LLC | 48,701 | $13.1M | 0.08% | −61,731−55.9% | Reduced |
| D.A. Davidson & Co. | 48,566 | $13.0M | 0.10% | −13,473−21.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 50,706 | $12.9M | 1.04% | +4,722+10.3% | Added |
| BLB&B Advisors, LLC | 48,164 | $12.9M | 0.66% | +1,678+3.6% | Added |
| Nishkama Capital, LLC | 48,092 | $12.9M | 5.41% | −196,580−80.3% | Reduced |
| Walleye Capital LLC | 48,083 | $12.9M | 0.14% | −111,604−69.9% | Reduced |
| Prana Capital Management, LP | 47,754 | $12.8M | 0.52% | +17,434+57.5% | Added |
| Perigon Wealth Management, LLC | 47,723 | $12.8M | 0.33% | +186+0.4% | Added |
| RSM US Wealth Management LLC | 47,513 | $12.8M | 0.20% | +1,177+2.5% | Added |
| LVM Capital Management Ltd | 46,681 | $12.5M | 1.39% | +415+0.9% | Added |
| Quest Investment Management LLC | 46,656 | $12.5M | 1.55% | +4,039+9.5% | Added |
| Trust Co of Vermont | 46,655 | $12.5M | 0.63% | +2,647+6.0% | Added |
| Entropy Technologies, LP | 46,604 | $12.5M | 1.22% | +35,887+334.9% | Added |
| Bogart Wealth, LLC | 46,500 | $12.5M | 0.59% | +4,433+10.5% | Added |
| Profund Advisors LLC | 46,153 | $12.4M | 0.54% | +4,986+12.1% | Added |
| McRae Capital Management Inc | 46,067 | $12.4M | 2.61% | −160−0.3% | Reduced |
| River Wealth Advisors LLC | 45,968 | $12.3M | 1.71% | +9,267+25.2% | Added |
| Point72 (DIFC) Ltd | 45,961 | $12.3M | 1.19% | −58,111−55.8% | Reduced |
| Exencial Wealth Advisors, LLC | 45,954 | $12.3M | 0.46% | +14,563+46.4% | Added |
| Atria Wealth Solutions, Inc. | 45,840 | $12.3M | 0.15% | +104+0.2% | Added |
| Fiduciary Trust Co | 45,790 | $12.3M | 0.16% | +552+1.2% | Added |
| Summit Trail Advisors, LLC | 45,764 | $12.3M | 0.41% | +376+0.8% | Added |
| Brookstone Capital Management | 45,731 | $12.3M | 0.18% | −11,436−20.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 45,693 | $12.3M | 0.84% | −7,588−14.2% | Reduced |
| CSM Advisors, LLC | 45,275 | $12.2M | 0.66% | +10,118+28.8% | Added |
| Paloma Partners Management Co | 45,107 | $12.1M | 2.27% | −44,093−49.4% | Reduced |
| Banque Cantonale Vaudoise | 45,013 | $12.1M | 0.53% | +45,013 | New |
| Cary Street Partners Financial LLC | 44,968 | $12.1M | 0.38% | +987+2.2% | Added |
| New Mexico Educational Retirement Board | 44,686 | $12.0M | 0.43% | −1,500−3.2% | Reduced |
| DuPont Capital Management Corp | 44,569 | $12.0M | 1.32% | −2,310−4.9% | Reduced |
| Lazard Freres Gestion S.A.S. | 44,515 | $11.9M | 0.29% | +25,215+130.6% | Added |
| Connors Investor Services Inc | 44,434 | $11.9M | 1.18% | +44,434 | New |
| NZS Capital, LLC | 44,392 | $11.9M | 0.54% | +9,168+26.0% | Added |
| Gradient Investments LLC | 44,283 | $11.9M | 0.24% | +1,466+3.4% | Added |
| Independent Advisor Alliance | 43,884 | $11.8M | 0.39% | +541+1.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 43,835 | $11.8M | 0.68% | +14,521+49.5% | Added |
| Iyo Bank, Ltd. | 43,532 | $11.7M | 3.76% | 00.0% | Unchanged |
| Rosenblum Silverman Sutton S F Inc | 43,297 | $11.6M | 3.20% | −40−0.1% | Reduced |
| Maryland State Retirement & Pension System | 43,217 | $11.6M | 0.28% | −6,659−13.4% | Reduced |
| PGGM Investments | 43,111 | $11.6M | 0.16% | 00.0% | Unchanged |
| Gifford Fong Associates | 43,009 | $11.5M | 2.87% | +25,000+138.8% | Added |
| Sienna Gestion | 44,075 | $11.5M | 0.95% | −5,282−10.7% | Reduced |
| Cornerstone Advisors, LLC | 42,800 | $11.5M | 0.49% | 00.0% | Unchanged |
| Spence Asset Management | 42,551 | $11.4M | 2.84% | +1,739+4.3% | Added |
| CFM Wealth Partners LLC | 42,487 | $11.4M | 2.01% | +681+1.6% | Added |
| North Star Asset Management Inc | 42,035 | $11.3M | 0.51% | +3,918+10.3% | Added |
| CAPROCK Group, Inc. | 41,985 | $11.3M | 0.34% | +4,639+12.4% | Added |
| Groupama Asset Managment | 41,712 | $11.3M | 0.23% | +4,831+13.1% | Added |
| Sterling Capital Management LLC | 41,946 | $11.3M | 0.17% | −3,511−7.7% | Reduced |
| Great Lakes Advisors, LLC | 41,768 | $11.2M | 0.10% | +738+1.8% | Added |
| Tairen Capital Ltd | 41,611 | $11.2M | 0.74% | −171,889−80.5% | Reduced |
| Picton Mahoney Asset Management | 41,528 | $11.1M | 0.38% | +948+2.3% | Added |
| Point72 Europe (London) LLP | 41,528 | $11.1M | 0.77% | −55,672−57.3% | Reduced |
| Azimuth Capital Investment Management LLC | 41,485 | $11.1M | 0.44% | −848−2.0% | Reduced |
| Eisler Capital Management Ltd. | 41,484 | $11.1M | 0.33% | +34,608+503.3% | Added |
| PEAK6 LLC | 41,096 | $11.0M | 0.43% | +24,988+155.1% | Added |
| Vinva Investment Management Ltd | 40,674 | $11.0M | 0.45% | +3,792+10.3% | Added |
| Bleakley Financial Group, LLC | 40,795 | $10.9M | 0.35% | +12,681+45.1% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 40,750 | $10.9M | 0.89% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 40,725 | $10.9M | 0.04% | −22,112−35.2% | Reduced |
| Principal Securities, Inc. | 32,673 | $10.9M | 0.24% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 40,568 | $10.9M | 1.16% | +40,568 | New |
| KMG Fiduciary Partners, LLC | 40,489 | $10.9M | 0.90% | +15,841+64.3% | Added |
| Bryn Mawr Trust Co | 40,306 | $10.8M | 0.20% | −6,736−14.3% | Reduced |
| Capital Impact Advisors, LLC | 39,924 | $10.7M | 4.11% | +39,924 | New |
| Exchange Capital Management, Inc. | 39,901 | $10.7M | 1.74% | −666−1.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 39,744 | $10.7M | 1.27% | +3,253+8.9% | Added |
| Bragg Financial Advisors, Inc | 39,432 | $10.6M | 0.44% | +625+1.6% | Added |
| Pallas Capital Advisors LLC | 39,285 | $10.5M | 0.44% | +3,497+9.8% | Added |
| Moors & Cabot, Inc. | 38,838 | $10.4M | 0.53% | −1,543−3.8% | Reduced |
| Synovus Financial Corp | 38,807 | $10.4M | 0.13% | −7,511−16.2% | Reduced |
| ICONIQ Capital, LLC | 38,593 | $10.4M | 0.18% | −661−1.7% | Reduced |
| Adell Harriman & Carpenter Inc | 38,419 | $10.3M | 0.78% | +333+0.9% | Added |
| Amica Mutual Insurance Co | 38,152 | $10.2M | 1.13% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 37,995 | $10.2M | 0.98% | −205−0.5% | Reduced |
| Forbes J M & Co LLP | 37,941 | $10.2M | 0.99% | +1,222+3.3% | Added |
| Motco | 37,655 | $10.1M | 1.07% | +170+0.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 37,403 | $10.0M | 0.65% | −479−1.3% | Reduced |
| Zweig-DiMenna Associates LLC | 37,258 | $10.0M | 1.60% | −2,542−6.4% | Reduced |
| Shelton Capital Management | 37,250 | $10.0M | 0.24% | −7,324−16.4% | Reduced |
| Equitable Trust Co | 37,157 | $9.97M | 0.55% | +493+1.3% | Added |
| Nemes Rush Group LLC | 37,021 | $9.93M | 1.26% | +610+1.7% | Added |
| Resources Investment Advisors, LLC. | 36,869 | $9.89M | 0.12% | −9,572−20.6% | Reduced |
| GF Fund Management Co. Ltd. | 36,409 | $9.77M | 0.23% | +30+0.1% | Added |
| Channing Capital Management, LLC | 36,099 | $9.69M | 0.29% | +5,265+17.1% | Added |
| HB Wealth Management, LLC | 35,698 | $9.58M | 0.08% | +8,980+33.6% | Added |
| Evergreen Capital Management LLC | 35,665 | $9.57M | 0.32% | +486+1.4% | Added |
| Park Avenue Securities LLC | 35,655 | $9.57M | 0.12% | +4,947+16.1% | Added |
| Sandy Spring Bank | 35,491 | $9.52M | 0.40% | −339−0.9% | Reduced |
| Quattro Financial Advisors LLC | 35,000 | $9.39M | 3.22% | −40,000−53.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 34,992 | $9.39M | 1.00% | +625+1.8% | Added |
| AG2R la Mondiale Gestion D'Actifs | 35,297 | $9.37M | 0.51% | +35,297 | New |
| Northstar Asset Management Inc | 34,809 | $9.34M | 2.76% | −1,136−3.2% | Reduced |
| New Age Alpha Advisors, LLC | 34,739 | $9.32M | 0.42% | +24,540+240.6% | Added |
| Procyon Private Wealth Partners, LLC | 34,727 | $9.32M | 0.57% | +2,610+8.1% | Added |
| Simmons Bank | 34,656 | $9.30M | 0.70% | +1,130+3.4% | Added |