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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 80,903 | $9.29M | 0.26% | +903+1.1% | Added |
| Apollon Wealth Management, LLC | 34,567 | $9.28M | 0.20% | +4,202+13.8% | Added |
| Stratos Wealth Advisors, LLC | 34,560 | $9.27M | 0.51% | −1,080−3.0% | Reduced |
| Allstate Corp | 34,476 | $9.25M | 0.27% | +6,108+21.5% | Added |
| Kinneret Advisory, LLC | 34,422 | $9.24M | 0.93% | −116−0.3% | Reduced |
| Calamos Wealth Management LLC | 34,408 | $9.23M | 0.46% | +4,599+15.4% | Added |
| Fundamentun, LLC | 34,393 | $9.23M | 0.49% | +6,859+24.9% | Added |
| Snowden Capital Advisors LLC | 34,214 | $9.18M | 0.29% | +481+1.4% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 34,209 | $9.18M | 2.23% | +3,907+12.9% | Added |
| Maxi Investments CY Ltd | 34,172 | $9.17M | 1.83% | +28,316+483.5% | Added |
| Pinnacle Associates Ltd | 33,960 | $9.11M | 0.13% | +788+2.4% | Added |
| Hemenway Trust Co LLC | 33,929 | $9.11M | 0.74% | +12,032+54.9% | Added |
| Investment Management Corp of Ontario | 33,898 | $9.10M | 0.19% | −14,340−29.7% | Reduced |
| Novare Capital Management LLC | 33,702 | $9.04M | 0.79% | +423+1.3% | Added |
| Gotham Asset Management, LLC | 33,655 | $9.03M | 0.08% | +13,043+63.3% | Added |
| Empowered Funds, LLC | 33,558 | $9.01M | 0.13% | +6,184+22.6% | Added |
| Grassi Investment Management | 33,514 | $8.99M | 0.83% | +1,350+4.2% | Added |
| Investment House LLC | 33,405 | $8.96M | 0.51% | −5,699−14.6% | Reduced |
| Empirical Finance, LLC | 33,205 | $8.91M | 0.54% | +395+1.2% | Added |
| Level Four Advisory Services, LLC | 33,097 | $8.88M | 0.37% | +2,340+7.6% | Added |
| AIA Group Ltd | 32,885 | $8.83M | 0.22% | +2,436+8.0% | Added |
| Lockheed Martin Investment Management Co | 32,840 | $8.81M | 0.36% | −770−2.3% | Reduced |
| Massmutual Trust Co FSB | 32,807 | $8.80M | 0.25% | +1,888+6.1% | Added |
| Edentree Asset Management Ltd | 32,778 | $8.79M | 2.95% | −1,057−3.1% | Reduced |
| Concurrent Investment Advisors, LLC | 58,289 | $8.69M | 0.21% | +6,623+12.8% | Added |
| Philadelphia Trust Co | 32,386 | $8.69M | 0.74% | −6,102−15.9% | Reduced |
| APG Asset Management US Inc. | 32,125 | $8.68M | 0.07% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 32,310 | $8.67M | 0.46% | +1,151+3.7% | Added |
| Stratos Wealth Partners, LTD. | 32,287 | $8.66M | 0.13% | −4,933−13.3% | Reduced |
| Bokf, NA | 32,189 | $8.64M | 0.15% | −466−1.4% | Reduced |
| TD Private Client Wealth LLC | 32,180 | $8.64M | 0.24% | +2,796+9.5% | Added |
| River Road Asset Management, LLC | 32,069 | $8.61M | 0.12% | +1,586+5.2% | Added |
| Keybank National Association | 31,941 | $8.57M | 0.03% | −2,358−6.9% | Reduced |
| Summit Financial, LLC | 31,854 | $8.55M | 0.24% | +13,155+70.4% | Added |
| Caisse des Depots Et Consignations | 31,818 | $8.54M | 0.41% | +1,627+5.4% | Added |
| Meyer Handelman Co | 31,690 | $8.50M | 0.30% | −146−0.5% | Reduced |
| Callahan Advisors, LLC | 31,434 | $8.44M | 0.80% | +1,068+3.5% | Added |
| Bessemer Group Inc | 31,334 | $8.41M | 0.02% | −29,388−48.4% | Reduced |
| Bank of Nova Scotia Trust Co | 31,195 | $8.37M | 0.89% | +505+1.6% | Added |
| Liontrust Investment Partners LLP | 31,123 | $8.35M | 0.13% | −41,611−57.2% | Reduced |
| Group One Trading, L.P. | 30,945 | $8.30M | 0.35% | −35,379−53.3% | Reduced |
| Horizon Investments, LLC | 30,939 | $8.29M | 0.25% | +2,113+7.3% | Added |
| Sonora Investment Management Group, LLC | 30,694 | $8.24M | 0.65% | +8,121+36.0% | Added |
| Parus Finance (UK) Ltd | 30,580 | $8.21M | 2.80% | −1,669−5.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 30,438 | $8.17M | 0.13% | +84+0.3% | Added |
| Wedbush Securities Inc | 30,337 | $8.14M | 0.30% | +1,439+5.0% | Added |
| Magnetar Financial LLC | 30,310 | $8.13M | 0.11% | +28,407+1,492.7% | Added |
| Partners Capital Investment Group, LLP | 30,226 | $8.11M | 0.14% | +14,241+89.1% | Added |
| E Fund Management Co., Ltd. | 29,981 | $8.05M | 0.38% | −8,103−21.3% | Reduced |
| Wormser Freres Gestion | 29,533 | $8.00M | 4.90% | +1,352+4.8% | Added |
| Sand Hill Global Advisors, LLC | 29,701 | $7.97M | 0.33% | −9,303−23.9% | Reduced |
| Anchor Capital Advisors LLC | 29,647 | $7.96M | 0.24% | −20,512−40.9% | Reduced |
| Headlands Technologies LLC | 29,563 | $7.93M | 0.90% | −4,251−12.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 29,563 | $7.93M | 2.71% | +24,701+508.0% | Added |
| Jag Capital Management, LLC | 29,496 | $7.92M | 1.06% | +5,790+24.4% | Added |
| Dillon & Associates Inc | 29,430 | $7.89M | 1.17% | +1,779+6.4% | Added |
| Hamilton Capital Partners, LLC | 29,181 | $7.83M | 4.96% | +6,664+29.6% | Added |
| Silicon Valley Capital Partners | 28,972 | $7.82M | 1.02% | −4,779−14.2% | Reduced |
| Occudo Quantitative Strategies LP | 28,797 | $7.77M | 1.03% | +28,797 | New |
| Payden & Rygel | 28,900 | $7.76M | 0.67% | +11,400+65.1% | Added |
| Castleark Management LLC | 28,710 | $7.70M | 0.27% | −10,170−26.2% | Reduced |
| Sompo Asset Management Co., Ltd. | 28,562 | $7.66M | 1.42% | −4,585−13.8% | Reduced |
| Vega Investment Solutions | 28,293 | $7.60M | 1.47% | +14,413+103.8% | Added |
| HighPoint Advisor Group LLC | 27,944 | $7.48M | 0.44% | +2,072+8.0% | Added |
| Advisors Asset Management, Inc. | 27,790 | $7.46M | 0.14% | +2,774+11.1% | Added |
| Brighton Jones LLC | 27,700 | $7.43M | 0.24% | +2,032+7.9% | Added |
| Knollwood Investment Advisory, LLC | 27,482 | $7.38M | 0.82% | +170+0.6% | Added |
| Intact Investment Management Inc. | 27,400 | $7.35M | 0.25% | −200−0.7% | Reduced |
| Atlantic Union Bankshares Corp | 27,341 | $7.34M | 0.44% | −17−0.1% | Reduced |
| Cohen Klingenstein LLC | 27,300 | $7.33M | 0.27% | 00.0% | Unchanged |
| Central Trust Co | 27,252 | $7.31M | 0.18% | +1,810+7.1% | Added |
| Plato Investment Management Ltd | 26,833 | $7.28M | 0.61% | −3,893−12.7% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 27,033 | $7.25M | 2.52% | −5,676−17.4% | Reduced |
| Private Advisory Group LLC | 27,014 | $7.25M | 0.83% | +12,810+90.2% | Added |
| First National Trust Co | 27,005 | $7.25M | 0.29% | +32+0.1% | Added |
| Selkirk Management LLC | 27,000 | $7.25M | 2.78% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 26,929 | $7.23M | 0.10% | +1,029+4.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 26,884 | $7.21M | 0.52% | +7,238+36.8% | Added |
| Shell Asset Management Co | 26,744 | $7.18M | 0.34% | −1,014−3.7% | Reduced |
| Zions Bancorporation, National Association | 26,739 | $7.18M | 0.45% | +26,739 | New |
| Y-Intercept (Hong Kong) Ltd | 26,681 | $7.16M | 0.49% | +8,526+47.0% | Added |
| Equitable Holdings, Inc. | 26,541 | $7.12M | 0.07% | +2,389+9.9% | Added |
| Diversify Wealth Management, LLC | 26,479 | $7.09M | 0.53% | +2,799+11.8% | Added |
| Advisors Capital Management, LLC | 26,262 | $7.05M | 0.11% | +15,985+155.5% | Added |
| Everence Capital Management Inc | 26,240 | $7.04M | 0.48% | +3,200+13.9% | Added |
| Allworth Financial LP | 26,442 | $7.00M | 0.04% | +3,624+15.9% | Added |
| Evercore Wealth Management, LLC | 26,057 | $6.99M | 0.11% | −1,213−4.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 26,021 | $6.98M | 0.39% | +10,800+71.0% | Added |
| CMH Wealth Management LLC | 25,917 | $6.96M | 1.74% | −5,520−17.6% | Reduced |
| Quantbot Technologies LP | 25,765 | $6.91M | 0.22% | +25,765 | New |
| Wolverine Trading, LLC | 25,545 | $6.90M | 0.22% | −22,412−46.7% | Reduced |
| Quantitative Investment Management, LLC | 25,651 | $6.88M | 0.63% | +7,195+39.0% | Added |
| First Nebraska Trust Co | 25,609 | $6.87M | 0.68% | −115−0.4% | Reduced |
| Marietta Wealth Management, LLC | 25,546 | $6.86M | 1.01% | +965+3.9% | Added |
| Merit Financial Group, LLC | 25,546 | $6.86M | 0.10% | +5,965+30.5% | Added |
| Renaissance Investment Group LLC | 25,480 | $6.84M | 1.66% | +2,547+11.1% | Added |
| BDF-Gestion | 25,137 | $6.75M | 0.74% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 25,047 | $6.72M | 0.12% | +749+3.1% | Added |
| Asio Capital, LLC | 25,016 | $6.71M | 1.30% | +1,096+4.6% | Added |
| Alight Capital Management LP | 25,000 | $6.71M | 3.54% | −15,000−37.5% | Reduced |