Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

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 2026

Institutional positions in Salesforce, Inc. as of Mar 31, 2026. 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: 2,696; −216 vs. Q4 2025
Shares held: 738.1M; +33.2M (+4.7%) vs. Q4 2025
Total value: $137.9B; −$36.2B (−20.8%) vs. Q4 2025
New holders: 240; 1,077 more added
Sold out: 456; 1,178 more reduced

47 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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.

Institutional holdersQ1 2026: 2,696 institutions

Value heldQ1 2026: $137.9B

Institutions holding CRM and their total value by quarter
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 2026

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q4 2025.

Institutions holding CRM in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Turim 21 Investimentos Ltda.	2,420	$1	0.00%	00.0%	Unchanged
ROSS\JOHNSON & Associates LLC	2	$373	0.01%	00.0%	Unchanged
Retiremitten Financial LLC	2	$373	0.00%	+2	New
Walsh & Associates, LLC	2	$373	0.00%	+2	New
Chelsea Counsel Co	2	$374	0.00%	00.0%	Unchanged
Meramec Financial Planners, LLC	3	$559	0.00%	00.0%	Unchanged
Networth Advisors, LLC	3	$560	0.00%	−2−40.0%	Reduced
Duncker Streett & Co Inc	3	$560	0.00%	00.0%	Unchanged
Barnes Dennig Private Wealth Management LLC	3	$560	0.00%	00.0%	Unchanged
Polar Asset Management Partners Inc.	3	$560	0.00%	+3	New
Cherry Tree Wealth Management, LLC	3	$561	0.00%	00.0%	Unchanged
3 Factor Indexing, LLC	3	$561	0.00%	+3	New
Insight Financial Services	4	$746	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	4	$747	0.00%	00.0%	Unchanged
Caitong International Asset Management Co., Ltd	4	$747	0.00%	+4	New
Seneschal Advisors, LLC	5	$934	0.00%	00.0%	Unchanged
Advocate Investing Services LLC	6	$1.12K	0.00%	−51−89.5%	Reduced
NorthAvenue LLC	6	$1.12K	0.00%	−5−45.5%	Reduced
Investment Counsel Co of Nevada	6	$1.12K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	7	$1.31K	0.00%	00.0%	Unchanged
Evolution Wealth Management Inc.	7	$1.31K	0.00%	+7	New
Curio Wealth, LLC	7	$1.32K	0.00%	+2+40.0%	Added
IMG Wealth Management, Inc.	8	$1.49K	0.00%	−133−94.3%	Reduced
Vision Retirement, LLC	8	$1.49K	0.00%	+8	New
Beacon Financial Strategies CORP	8	$1.49K	0.00%	00.0%	Unchanged
Twin Lakes Capital Management, LLC	8	$1.51K	0.00%	00.0%	Unchanged
DAGCO, Inc.	9	$1.68K	0.00%	−42−82.4%	Reduced
1 North Wealth Services LLC	10	$1.87K	0.00%	00.0%	Unchanged
My Portfolio Guide, LLC	10	$1.87K	0.00%	+10	New
Marshall & Sterling Wealth Advisors Inc.	10	$1.89K	0.00%	00.0%	Unchanged
Three Bearings Fiduciary Advisors, Inc.	11	$2.05K	0.00%	−10−47.6%	Reduced
Flagship Wealth Advisors, LLC	8	$2.18K	0.00%	−4,134−99.8%	Reduced
Davis Capital Management	12	$2.24K	0.00%	+2+20.0%	Added
New England Capital Financial Advisors LLC	12	$2.27K	0.00%	00.0%	Unchanged
Hager Investment Management Services, LLC	13	$2.43K	0.00%	00.0%	Unchanged
Granite FO LLC	14	$2.61K	0.00%	00.0%	Unchanged
Community Financial Services Group, LLC	15	$2.79K	0.00%	+15	New
Morse Asset Management, Inc	15	$2.80K	0.00%	+5+50.0%	Added
Silver Grove Financial Group, Inc.	15	$2.80K	0.00%	+15	New
Lummis Asset Management, LP	16	$2.99K	0.00%	00.0%	Unchanged
Merrithew & Thorsten Inc	21	$3.00K	0.00%	00.0%	Unchanged
PayPay Securities Corp	17	$3.08K	0.11%	−28−62.2%	Reduced
HHM Wealth Advisors, LLC	17	$3.17K	0.00%	00.0%	Unchanged
Rachor Investment Advisory Services, LLC	18	$3.39K	0.00%	00.0%	Unchanged
Napier Financial, LLC	19	$3.55K	0.00%	+19	New
MBM Wealth Consultants, LLC	20	$3.73K	0.00%	+20	New
Spurstone Advisory Services, LLC	20	$3.73K	0.06%	+20	New
Darwin Advisors, LLC	21	$3.95K	0.00%	00.0%	Unchanged
WFA of San Diego, LLC	22	$4.11K	0.00%	00.0%	Unchanged
Torren Management, LLC	24	$4.52K	0.00%	−332−93.3%	Reduced
Wormser Freres Gestion	24	$4.58K	0.00%	−32,357−99.9%	Reduced
Bulwark Capital Corp	25	$4.67K	0.00%	00.0%	Unchanged
Scarborough Advisors, LLC	26	$4.85K	0.00%	−1−3.7%	Reduced
Monetary Solutions, Ltd	26	$4.85K	0.00%	00.0%	Unchanged
Synergy Investment Management, LLC	26	$4.85K	0.00%	+26	New
Kerr Financial Planning Corp	27	$4.93K	0.01%	00.0%	Unchanged
Marquette Asset Management, LLC	27	$5.04K	0.00%	+27	New
Investors Portfolio Services LLC	31	$5.18K	0.00%	+27+675.0%	Added
McGuire Capital Advisors Inc	28	$5.23K	0.00%	00.0%	Unchanged
Country Trust Bank	29	$5.41K	0.00%	−8−21.6%	Reduced
Westend Capital Management, LLC	30	$5.60K	0.00%	−2−6.3%	Reduced
Hartford Financial Management Inc.	30	$5.60K	0.00%	00.0%	Unchanged
Quaker Wealth Management, LLC	31	$5.79K	0.00%	−105−77.2%	Reduced
Gold Investment Management Ltd.	31	$5.79K	0.00%	00.0%	Unchanged
Bayban	31	$5.79K	0.01%	+1+3.3%	Added
Bay Harbor Wealth Management, LLC	32	$5.97K	0.00%	−7−17.9%	Reduced
Delos Wealth Advisors, LLC	32	$5.97K	0.00%	00.0%	Unchanged
Corsicana & Co.	23	$6.17K	0.00%	−80−77.7%	Reduced
Godsey & Gibb Associates	34	$6.35K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	35	$6.53K	0.00%	00.0%	Unchanged
Breakwater Investment Management	36	$6.72K	0.00%	+30+500.0%	Added
Clayton Financial Group LLC	37	$6.91K	0.00%	+30+428.6%	Added
Pin Oak Investment Advisors Inc	35	$7.00K	0.00%	−142−80.2%	Reduced
Decker Retirement Planning Inc.	39	$7.28K	0.00%	00.0%	Unchanged
Merkkuri Wealth Advisors LLC	39	$7.31K	0.00%	+39	New
POM Investment Strategies, LLC	40	$7.47K	0.01%	+31+344.4%	Added
Hurley Capital, LLC	40	$7.50K	0.00%	+1+2.6%	Added
Fountainhead AM, LLC	41	$7.65K	0.01%	+23+127.8%	Added
Bollard Group LLC	44	$8.00K	0.00%	+44	New
Morton Brown Family Wealth, LLC	44	$8.21K	0.00%	00.0%	Unchanged
Capital & Planning, LLC	45	$8.40K	0.01%	+45	New
Colonial Trust Advisors	45	$8.40K	0.00%	00.0%	Unchanged
Caitlin John, LLC	45	$8.45K	0.01%	−21−31.8%	Reduced
Team Financial Group, LLC	45	$8.49K	0.00%	00.0%	Unchanged
MJT & Associates Financial Advisory Group, Inc.	46	$8.59K	0.01%	00.0%	Unchanged
TopTier Wealth Management, LLC	47	$8.77K	0.01%	+47	New
Evolution Advisers, Inc.	50	$9.00K	0.00%	00.0%	Unchanged
Altshuler Shaham Ltd	49	$9.15K	0.00%	−11−18.3%	Reduced
Ankerstar Wealth, LLC	51	$9.52K	0.01%	00.0%	Unchanged
HFM Investment Advisors, LLC	52	$9.71K	0.00%	−4−7.1%	Reduced
Sherman Asset Management, Inc.	52	$9.71K	0.01%	00.0%	Unchanged
Clark Wealth Partners	54	$10.1K	0.01%	−25−31.6%	Reduced
CBIZ Investment Advisory Services, LLC	58	$10.8K	0.00%	−141−70.9%	Reduced
PFS Partners, LLC	59	$11.0K	0.01%	00.0%	Unchanged
Principia Wealth Advisory, LLC	63	$11.8K	0.01%	+17+37.0%	Added
Global Wealth Strategies & Associates	64	$11.9K	0.00%	+56+700.0%	Added
Portus Wealth Advisors, LLC	64	$11.9K	0.01%	+64	New
Financial Freedom, LLC	64	$12.0K	0.01%	+64	New
Piscataqua Savings Bank	66	$12.3K	0.01%	00.0%	Unchanged
Toth Financial Advisory Corp	66	$12.3K	0.00%	+41+164.0%	Added