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 |
|---|---|---|---|---|---|
| Beacon Investment Advisory Services, Inc. | 24,998 | $6.71M | 0.31% | −2,542−9.2% | Reduced |
| Evelyn Partners Investment Management LLP | 24,976 | $6.70M | 0.22% | +947+3.9% | Added |
| Impax Asset Management Group plc | 24,975 | $6.70M | 0.04% | −141−0.6% | Reduced |
| Wolverine Asset Management LLC | 24,933 | $6.69M | 0.13% | +23,032+1,211.6% | Added |
| Revisor Wealth Management LLC | 24,898 | $6.68M | 2.97% | +24,898 | New |
| Sheaff Brock Investment Advisors, LLC | 24,866 | $6.67M | 0.61% | +1,387+5.9% | Added |
| Cohen Capital Management, Inc. | 24,853 | $6.67M | 1.14% | −1,608−6.1% | Reduced |
| SP Asset Management LLC | 24,832 | $6.66M | 0.59% | −33−0.1% | Reduced |
| Harvey Capital Management Inc | 24,779 | $6.65M | 1.74% | −527−2.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 24,748 | $6.64M | 1.85% | +1,354+5.8% | Added |
| Sphera Management Technology Funds Ltd | 24,560 | $6.59M | 5.25% | +22,210+945.1% | Added |
| Harvest Fund Management Co., Ltd | 24,543 | $6.58M | 0.33% | −20,919−46.0% | Reduced |
| Sagespring Wealth Partners, LLC | 24,505 | $6.58M | 0.17% | +9,740+66.0% | Added |
| Spinnaker Trust | 24,488 | $6.57M | 0.43% | −234−0.9% | Reduced |
| Trifecta Capital Advisors, LLC | 24,482 | $6.57M | 1.38% | +411+1.7% | Added |
| Mission Wealth Management, LP | 24,465 | $6.57M | 0.16% | +434+1.8% | Added |
| Albion Financial Group | 24,305 | $6.52M | 0.46% | +18,352+308.3% | Added |
| Pioneer Trust Bank N A | 24,294 | $6.52M | 1.72% | −485−2.0% | Reduced |
| Vision Capital Management, Inc. | 24,202 | $6.49M | 0.94% | +1,571+6.9% | Added |
| Argent Trust Co | 24,185 | $6.49M | 0.27% | +2,660+12.4% | Added |
| V-Square Quantitative Management LLC | 24,172 | $6.49M | 0.95% | +1,140+4.9% | Added |
| Johnson Investment Counsel Inc | 24,104 | $6.47M | 0.06% | +141+0.6% | Added |
| Triavera Capital LLC | 24,073 | $6.46M | 3.97% | +1,500+6.6% | Added |
| Tower Research Capital LLC (TRC) | 39,051 | $6.44M | 0.19% | −32,555−45.5% | Reduced |
| Wahed Invest LLC | 23,974 | $6.43M | 1.11% | +1,058+4.6% | Added |
| Quintet Private Bank (Europe) S.A. | 23,841 | $6.40M | 0.38% | −979−3.9% | Reduced |
| Strategic Blueprint, LLC | 23,828 | $6.39M | 0.35% | +3,437+16.9% | Added |
| We Are One Seven, LLC | 23,696 | $6.36M | 0.25% | +779+3.4% | Added |
| Family Management Corp | 23,691 | $6.36M | 1.05% | +2,091+9.7% | Added |
| Bank Hapoalim BM | 23,672 | $6.35M | 0.92% | −463−1.9% | Reduced |
| First Financial Bank - Trust Division | 23,608 | $6.34M | 0.61% | +23,608 | New |
| Clean Yield Group | 23,605 | $6.33M | 2.06% | +404+1.7% | Added |
| Peloton Wealth Strategists | 23,465 | $6.30M | 2.63% | −1,440−5.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 23,452 | $6.29M | 0.16% | +12,746+119.1% | Added |
| Moran Wealth Management, LLC | 23,402 | $6.28M | 0.21% | +139+0.6% | Added |
| GFI Investment Counsel Ltd. | 23,283 | $6.25M | 0.73% | −22−0.1% | Reduced |
| Siemens Fonds Invest GmbH | 23,274 | $6.25M | 0.43% | +23,274 | New |
| Eastover Investment Advisors LLC | 23,252 | $6.24M | 3.02% | −260−1.1% | Reduced |
| Ceera Investments, LLC | 23,217 | $6.23M | 2.15% | +19+0.1% | Added |
| Meridian Wealth Management, LLC | 23,212 | $6.23M | 0.30% | −1,922−7.6% | Reduced |
| Webster Bank, N. A. | 23,212 | $6.23M | 0.68% | +73+0.3% | Added |
| Coldstream Capital Management Inc | 23,173 | $6.22M | 0.13% | +379+1.7% | Added |
| Zevenbergen Capital Investments LLC | 23,100 | $6.20M | 0.15% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 23,024 | $6.18M | 0.47% | +14,113+158.4% | Added |
| SFMG, LLC | 22,969 | $6.16M | 0.49% | +40.0% | Added |
| Van Strum & Towne Inc. | 22,950 | $6.16M | 2.07% | −159−0.7% | Reduced |
| Integrated Wealth Concepts LLC | 22,935 | $6.15M | 0.07% | +1,776+8.4% | Added |
| Sigma Planning Corp | 22,873 | $6.14M | 0.20% | −2,747−10.7% | Reduced |
| Ostrum Asset Management | 22,801 | $6.12M | 0.32% | +4,934+27.6% | Added |
| United Services Automobile Association | 22,585 | $6.10M | 0.19% | 00.0% | Unchanged |
| National Asset Management, Inc. | 22,580 | $6.06M | 0.18% | −1,857−7.6% | Reduced |
| Ardsley Advisory Partners LP | 22,500 | $6.04M | 1.40% | −69,500−75.5% | Reduced |
| Atom Investors LP | 22,461 | $6.03M | 0.74% | +20,961+1,397.4% | Added |
| Thoroughbred Financial Services, LLC | 22,321 | $5.99M | 0.37% | −23−0.1% | Reduced |
| Red Door Wealth Management, LLC | 22,306 | $5.99M | 0.89% | +1,626+7.9% | Added |
| FORA Capital, LLC | 22,291 | $5.98M | 0.61% | +22,291 | New |
| Selective Wealth Management, Inc. | 23,263 | $5.93M | 2.58% | −681−2.8% | Reduced |
| St Germain D J Co Inc | 22,046 | $5.92M | 0.28% | −630−2.8% | Reduced |
| S-Bank Fund Management Ltd | 21,965 | $5.89M | 1.11% | +21,965 | New |
| Steel Peak Wealth Management LLC | 21,662 | $5.81M | 0.25% | +4,686+27.6% | Added |
| Wells Trecaso Financial Group, LLC | 21,645 | $5.81M | 1.94% | +21,645 | New |
| Roanoke Asset Management Corp | 21,565 | $5.79M | 1.98% | 00.0% | Unchanged |
| Greater Midwest Financial Group, LLC | 21,458 | $5.76M | 4.01% | +920+4.5% | Added |
| Kornitzer Capital Management Inc | 21,438 | $5.75M | 0.12% | −1,200−5.3% | Reduced |
| Means Investment Co., Inc. | 21,437 | $5.75M | 0.61% | −20,318−48.7% | Reduced |
| Venture Visionary Partners LLC | 21,376 | $5.74M | 0.24% | −4,028−15.9% | Reduced |
| YHB Investment Advisors, Inc. | 21,375 | $5.74M | 0.48% | +1,217+6.0% | Added |
| Diversified Trust Co | 21,356 | $5.73M | 0.14% | +5,457+34.3% | Added |
| VestGen Advisors, LLC | 21,299 | $5.72M | 0.26% | +21,299 | New |
| Dnca Finance | 21,100 | $5.66M | 0.47% | −13,000−38.1% | Reduced |
| Trust Co of Kansas | 21,058 | $5.65M | 3.01% | −287−1.3% | Reduced |
| RB Capital Management, LLC | 21,032 | $5.64M | 1.37% | −178−0.8% | Reduced |
| GWN Securities Inc. | 19,485 | $5.64M | 0.32% | +18,385+1,671.4% | Added |
| NorthRock Partners, LLC | 21,000 | $5.64M | 0.19% | +347+1.7% | Added |
| Signaturefd, LLC | 20,941 | $5.62M | 0.11% | +1,120+5.7% | Added |
| Golden State Equity Partners | 20,860 | $5.60M | 1.11% | +78+0.4% | Added |
| Linden Thomas Advisory Services, LLC | 20,860 | $5.60M | 0.72% | +814+4.1% | Added |
| Mondrian Investment Partners LTD | 20,722 | $5.56M | 0.10% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 20,720 | $5.56M | 0.25% | +8,228+65.9% | Added |
| Iowa State Bank | 20,658 | $5.54M | 1.18% | −411−2.0% | Reduced |
| Louisbourg Investments Inc. | 26,357 | $5.54M | 1.51% | +3,170+13.7% | Added |
| Ballentine Partners, LLC | 20,611 | $5.53M | 0.10% | +851+4.3% | Added |
| SeaBridge Investment Advisors LLC | 20,479 | $5.50M | 1.19% | +399+2.0% | Added |
| Hartline Investment Corp | 20,425 | $5.48M | 0.73% | −12,646−38.2% | Reduced |
| Trivest Advisors Ltd | 20,292 | $5.45M | 0.46% | −287,208−93.4% | Reduced |
| Dynamic Advisor Solutions LLC | 20,270 | $5.44M | 0.18% | +20,270 | New |
| China Universal Asset Management Co., Ltd. | 20,269 | $5.44M | 0.51% | −3,214−13.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 20,182 | $5.42M | 1.31% | +4,561+29.2% | Added |
| Smithbridge Asset Management Inc | 20,148 | $5.41M | 1.00% | +20,148 | New |
| Brown Brothers Harriman & Co | 20,131 | $5.40M | 0.04% | +1,003+5.2% | Added |
| Private Wealth Partners, LLC | 20,010 | $5.37M | 0.44% | +4,069+25.5% | Added |
| LMR Partners LLP | 20,003 | $5.37M | 0.11% | −34,143−63.1% | Reduced |
| Essex Investment Management Co LLC | 19,940 | $5.35M | 1.12% | −2,060−9.4% | Reduced |
| Meridian Management Co | 19,933 | $5.35M | 1.66% | −1,089−5.2% | Reduced |
| Bouvel Investment Partners, LLC | 19,520 | $5.34M | 2.03% | −213−1.1% | Reduced |
| Petredis Investment Advisors LLC | 19,901 | $5.34M | 0.56% | +234+1.2% | Added |
| Genus Capital Management Inc. | 19,872 | $5.33M | 0.77% | +19,872 | New |
| Meridian Wealth Advisors, LLC | 19,849 | $5.33M | 0.90% | +211+1.1% | Added |
| Bridge Creek Capital Management LLC | 19,788 | $5.31M | 1.67% | −306−1.5% | Reduced |
| Burling Wealth Partners, LLC | 19,778 | $5.31M | 1.12% | +1,286+7.0% | Added |