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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; 2,493 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.

Q1 2026 vs. Q4 2025

How the institutions holding Salesforce, Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of CRM: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2,958472,695−216
Shares809.9M105.0M738.1M+33.2M (+4.7%)
Value$201.9B$27.8B$137.9B−$36.2B (−20.8%)

47 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (240)

Institutions that held Salesforce, Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Showing the largest 100 of 240 by value.

Institutions new to CRM in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Capital Management LLC59,333,776$11.1B0.27%
Vanguard Portfolio Management LLC19,419,407$3.63B0.19%
Vanguard Fiduciary Trust Co5,228,495$976.0M0.25%
Vanguard Global Advisers, LLC2,085,021$389.2M0.21%
Vanguard Asset Management, Ltd1,591,245$297.0M0.25%
CIBC Bancorp USA Inc.1,316,722$245.9M0.33%
Akre Capital Management LLCSuperinvestorAkre Capital Management717,799$134.0M2.19%
SEB Asset Management AB472,483$88.2M0.38%
Vanguard Investments Australia, Ltd.466,388$87.1M0.25%
Menora Mivtachim Holdings Ltd.417,050$77.9M0.37%
Capitolis Liquid Global Markets LLC273,000$51.0M0.32%
TAM Capital Management Inc.219,345$40.9M19.99%
DJE Kapital AG181,654$33.6M0.75%
Crake Asset Management LLP170,371$31.8M1.11%
Penn Davis McFarland Inc155,266$29.0M2.84%
Wedbush Fund Advisers, LLC154,577$28.9M3.34%
Crosslink Capital Inc136,035$25.4M2.49%
Aware Super Pty Ltd as trustee of Aware Super115,735$21.6M0.33%
Gemsstock Limited100,500$18.8M1.98%
ExodusPoint Capital Management, LP96,556$18.0M0.18%
Long Focus Capital Management, LLC88,000$16.4M0.72%
Rule One Partners, LLC87,000$16.2M16.16%
Ilex Capital Partners (UK) LLP82,690$15.4M0.38%
Alphadyne Asset Management LP73,434$13.7M1.79%
Barlow Wealth Partners, Inc.66,620$12.1M1.35%
Y-Intercept (Hong Kong) Ltd63,093$11.8M0.22%
Clarity Financial LLC52,233$9.75M1.06%
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group52,000$9.71M3.70%
Discovery Capital Management, LLC49,500$9.24M0.48%
Kessler Investment Group, LLC48,385$9.03M4.27%
Connor, Clark & Lunn Investment Management Ltd.47,082$8.79M0.02%
Riverview Capital Advisers, LLC42,067$7.85M2.62%
Easterly Investment Partners LLC39,134$7.30M0.56%
Brighton Jones LLC38,129$7.12M0.16%
Advisory Resource Group35,560$6.64M1.14%
Saudi Central Bank34,586$6.46M0.14%
Harber Asset Management LLC32,668$6.10M3.90%
Canoe Financial LP32,500$6.07M0.08%
Peak Asset Management, LLC32,292$6.03M1.06%
Oliver Luxxe Assets LLC31,633$5.90M0.88%
PKO BP BANKOWY Universal Pension Society JSC30,000$5.60M2.62%
NZS Capital, LLC29,457$5.50M0.18%
American Financial Group Inc27,000$5.04M1.87%
E Fund Management Co., Ltd.25,743$4.81M0.14%
Worm Capital, LLC25,356$4.73M3.63%
Delta Global Management LP25,115$4.69M0.38%
Empire Financial Management Company, LLC23,825$4.45M1.01%
Ruffer LLP21,898$4.10M0.17%
ADAPT Investment Managers SA21,953$4.10M1.39%
Encore Global Management, LP21,620$4.04M2.82%
Huntleigh Advisors, Inc.18,353$3.43M0.59%
Sherman Porfolios, LLC17,677$3.30M0.25%
Element Capital Management LLC17,500$3.27M1.28%
Mubadala Investment Co PJSC16,425$3.07M0.01%
Canandaigua National Corp16,253$3.03M0.27%
Mandatum Life Insurance Co Ltd16,088$3.00M0.68%
Quantbot Technologies LP13,208$2.47M0.10%
McDonald Partners LLC12,477$2.33M0.55%
Wealthedge Investment Advisors, LLC12,145$2.27M0.83%
Greenup Street Wealth Management LLC11,900$2.22M0.31%
Tiaa-Cref Individual & Institutional Services, LLC11,716$2.19M0.01%
Volterra Technologies LP11,593$2.16M1.54%
Hunter Perkins Capital Management, LLC11,481$2.14M0.50%
M Holdings Securities, Inc.11,878$2.13M0.14%
Next Capital Management LLC11,350$2.12M0.64%
Williams & Novak, LLC11,227$2.09M1.57%
Clarkston Capital Partners, LLC10,640$1.99M0.15%
Sanders Morris Harris LLC9,557$1.78M0.28%
SWP Investment Management LLC9,410$1.76M1.31%
Highland Capital Management, LLC8,991$1.68M0.09%
Vectors Research Management, LLC8,661$1.62M0.47%
Collaborative Fund Advisors, LLC8,544$1.59M0.99%
VCI Wealth Management LLC8,257$1.54M0.43%
KLCM Advisors, Inc.8,078$1.51M0.13%
Chiron Capital Management, LLC7,858$1.47M1.50%
Keeler Thomas Management LLC7,721$1.44M0.61%
Boyar Asset Management Inc.7,694$1.44M0.82%
Galaxy Digital Capital Management GP LLC7,475$1.40M1.80%
German American Bancorp, Inc.7,455$1.39M0.12%
XTX Topco Ltd6,716$1.25M0.02%
Hourglass Capital, LLC6,450$1.20M0.25%
CDC Financial, Inc.6,000$1.12M0.93%
Paragon Capital Management Inc5,968$1.11M0.94%
Arq Wealth Advisors, LLC5,861$1.09M0.20%
Clare Market Investments LLC5,469$1.02M0.21%
Lavelle Capital LP5,431$1.01M0.63%
Consilium Wealth Advisory, LLC5,386$1.01M0.34%
Secured Retirement Advisors, LLC5,381$1.00M0.57%
Chapman Investment Management, LLC5,257$981.3K0.81%
First Affirmative Financial Network5,169$964.9K0.37%
Oslo Pensjonsforsikring AS5,001$933.5K0.15%
Americana Partners, LLC4,899$914.5K0.02%
IKE Capital, LLC4,468$834.0K0.47%
Bull Harbor Capital LLC4,361$814.1K0.22%
Talon Private Wealth, LLC4,260$795.2K0.11%
Tuttle Tactical Management4,252$793.7K1.30%
Ridgewood Investments LLC4,251$793.5K0.32%
FinArc Investments, Inc.4,140$772.8K0.74%
True Vision MN LLC4,004$747.4K0.39%
Sidoxia Capital Management, LLC3,908$729.5K0.63%

Sold out (456)

Institutions that held Salesforce, Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Showing the largest 100 of 456 by value.

Institutions that sold out of CRM in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Generation Investment Management LLP2,772,875$734.6M
Clearbridge Investments, LLC2,045,223$541.8M
Bridgewater Associates, LP1,932,066$511.8M
Farallon Capital Management, L.L.C.1,261,177$334.1M
Contour Asset Management LLC1,134,417$300.5M
Baillie Gifford & Co1,062,815$281.6M
Eminence Capital, LP1,042,521$276.2M
Starboard Value LPSuperinvestorStarboard Value940,325$249.1M
Skandinaviska Enskilda Banken AB (publ)593,361$157.2M
Zurich Insurance Group Ltd555,116$147.1M
XN LP403,232$106.8M
Unisphere Establishment380,500$100.8M
Sound Shore Management Inc378,539$100.3M
Locust Wood Capital Advisers, LLC338,038$89.5M
Natixis302,685$80.2M
Susquehanna Fundamental Investments, LLC227,380$60.2M
Stack Financial Management, Inc219,193$58.1M
Suvretta Capital Management, LLC199,900$53.0M
NFJ Investment Group, LLC181,699$48.1M
Ami Asset Management Corp174,177$46.1M
Worldquant Millennium Advisors LLC140,612$37.2M
Junto Capital Management LP138,303$36.6M
Atalanta Sosnoff Capital, LLC133,143$35.3M
MayTech Global Investments, LLC133,036$35.2M
Suncoast Equity Management129,109$34.2M
Walleye Trading LLC107,386$28.4M
NS Partners Ltd106,996$28.3M
Waycross Partners, LLC94,070$24.9M
Benchstone Capital Management LP90,157$23.9M
Titan Investment Solutions Ltd83,246$22.1M
Oddo BHF Asset Management SAS80,856$21.4M
Two Sigma Advisers, LP76,500$20.3M
Oribel Capital Management, LP76,300$20.2M
Mar Vista Investment Partners LLC74,929$19.8M
Tran Capital Management, L.P.73,388$19.4M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD70,213$18.6M
Ceredex Value Advisors LLC66,547$17.6M
Cornerstone Advisors, LLC65,400$17.3M
Simplex Trading, LLC62,567$16.6M
Rokos Capital Management LLP62,400$16.5M
Lighthouse Investment Partners, LLC55,124$14.6M
Atom Investors LP52,870$14.0M
Berkley W R Corp51,900$13.7M
Concentric Capital Strategies, LP43,401$11.5M
DuPont Capital Management Corp41,808$11.1M
Interval Partners, LP41,627$11.0M
Picton Mahoney Asset Management40,197$10.6M
Exane Asset Management33,156$10.3M
Iyo Bank, Ltd.38,157$10.1M
Mark Asset Management LP38,023$10.1M
Compass Capital Management, Inc37,587$9.96M
Zweig-DiMenna Associates LLC37,258$9.87M
Novare Capital Management LLC35,245$9.34M
Ardsley Advisory Partners LP33,000$8.73M
Sawgrass Asset Management LLC32,545$8.62M
Harvest Fund Management Co., Ltd32,097$8.50M
General American Investors Co Inc30,000$7.95M
Strategic Planning Group, LLC29,479$7.81M
Robinhood Asset Management, LLC27,802$7.37M
Thames Capital Management LLC27,755$7.35M
Nishkama Capital, LLC26,780$7.09M
Niles Investment Management, LLC26,591$7.04M
Leonteq Securities AG26,199$6.94M
Siren, L.L.C.26,100$6.91M
Burling Wealth Partners, LLC25,255$6.69M
SummitTX Capital, L.P.25,158$6.66M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD24,187$6.42M
Family Management Corp23,471$6.22M
Cinctive Capital Management LP21,317$5.65M
Cordatus Wealth Management LLC21,189$5.61M
Diversify Advisory Services, LLC24,562$5.58M
Oak Harvest Investment Services20,586$5.45M
Bouvel Investment Partners, LLC19,905$5.27M
FORA Capital, LLC23,702$5.18M
Asio Capital, LLC18,618$4.93M
Prana Capital Management, LP17,450$4.62M
Zevenbergen Capital Investments LLC17,400$4.61M
Twin Tree Management, LP15,943$4.22M
D L Carlson Investment Group Inc15,386$4.08M
Group One Trading, L.P.14,120$3.74M
Verde Capital Management13,848$3.67M
Altrafin AG13,381$3.54M
EPG Wealth Management LLC13,188$3.49M
Qsemble Capital Management, LP11,364$3.01M
K.J. Harrison & Partners Inc11,306$3.00M
Life Cycle Investment Partners Ltd11,111$2.94M
Harbour Capital Advisors, LLC11,228$2.85M
Udine Wealth Management, Inc.10,042$2.66M
Segment Wealth Management, LLC9,994$2.65M
Lord, Abbett & Co. LLC9,968$2.64M
Carmel Capital Partners, LLC9,919$2.63M
Ascent Wealth Partners, LLC9,273$2.46M
Susquehanna Portfolio Strategies, LLC9,256$2.45M
Weaver Capital Management LLC9,023$2.39M
Herbst Group, LLC8,506$2.25M
Future Fund LLC8,471$2.24M
Blackhawk Capital Partners LLC.8,314$2.20M
Legacy Capital Wealth Management, LLC8,125$2.15M
Scharf Investments, LLC8,040$2.13M
Wealth Management Partners, LLC7,834$2.08M

Not filed for Q1 2026 yet (47)

Institutions that held Salesforce, Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CRM in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc89,843,166$23.8B
Norges Bank12,015,218$3.18B
CIBC Private Wealth Group, LLC1,100,057$291.4M
Capitolis Liquid Global Markets LLC560,979$148.6M
Brandywine Global Investment Management, LLC415,202$110.0M
Forsta Ap-Fonden307,247$81.4M
Comerica Bank170,446$45.2M
CIBC World Markets Corp132,430$35.1M
Thomasville National Bank108,198$28.7M
Trust Co of Vermont80,197$21.2M
Gifford Fong Associates73,009$19.3M
Platform Wealth Management, LLC56,240$14.9M
Global Retirement Partners, LLC25,208$6.68M
Canandaigua National Bank & Trust Co13,078$3.46M
Clarius Group, LLC8,892$2.36M
David Loasby7,237$1.88M
MidWestOne Financial Group, Inc.6,198$1.64M
Motiv8 Investments LLC5,860$1.55M
Bowman & Co S.C.5,839$1.55M
Elevated Private Wealth, LLC5,631$1.49M
Terra Alpha Investments LLC5,165$1.37M
Advanced Portfolio Management, LLC4,995$1.32M
SG Trading Solutions, LLC4,471$1.18M
Cornercap Investment Counsel Inc4,329$1.15M
Transatlantique Private Wealth LLC4,281$1.13M
BancorpSouth Bank4,099$1.09M
Prosperity Wealth Management, Inc.3,306$875.8K
Financial Advisory Corp2,859$757.0K
Pursuit Wealth Management LLC2,805$743.1K
Alpha Cubed Investments, LLC2,666$706.3K
Austin Private Wealth, LLC1,759$465.9K
GPS Wealth Strategies Group, LLC1,548$410.2K
DV Equities, LLC1,529$405.0K
FineMark National Bank & Trust1,490$394.7K
Vantus Wealth LLC1,470$389.4K
Long Run Wealth Advisors, LLC1,468$388.9K
Meritage Portfolio Management1,396$369.8K
Ransom Advisory, Ltd1,243$329.3K
Greenberg Financial Group939$248.8K
VanderPol Investments L.L.C.899$238.2K
Puff Wealth Management, LLC868$220.1K
Janney Capital Management LLC806$214.0K
ORG Partners LLC712$188.6K
New Millennium Group LLC514$136.2K
Pandora Wealth, Inc.411$108.9K
Redmont Wealth Advisors LLC50$13.2K
Stephens Consulting, LLC23$6.09K