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.
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
- 2,695
- −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
- 1,076 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MCF Advisors LLC | 2,574 | $480.5K | 0.02% | +1,603+165.1% | Added |
| Hudock, Inc. | 2,575 | $480.9K | 0.07% | +1,140+79.4% | Added |
| Silver Coast Investments LLC | 2,594 | $484.2K | 0.15% | +307+13.4% | Added |
| Cypress Point Wealth Management, LLC | 2,597 | $484.8K | 0.10% | +1,054+68.3% | Added |
| FNY Investment Advisers, LLC | 2,600 | $485.0K | 0.22% | −3,860−59.8% | Reduced |
| Facet Wealth, Inc. | 2,601 | $485.5K | 0.01% | +272+11.7% | Added |
| SmartHarvest Portfolios, LLC | 2,606 | $486.5K | 0.20% | −631−19.5% | Reduced |
| Greenfield Savings Bank | 2,608 | $486.8K | 0.21% | +177+7.3% | Added |
| Onefund, LLC | 2,615 | $487.1K | 0.31% | −237−8.3% | Reduced |
| WealthCollab, LLC | 2,611 | $487.5K | 0.20% | −24−0.9% | Reduced |
| Mirador Capital Partners LP | 2,612 | $487.6K | 0.07% | −494−15.9% | Reduced |
| Tucker Asset Management LLC | 2,633 | $491.5K | 0.15% | +2,269+623.4% | Added |
| Davis Investment Partners, LLC | 2,641 | $493.0K | 0.17% | +291+12.4% | Added |
| CoreCap Advisors, LLC | 2,641 | $493.0K | 0.02% | +806+43.9% | Added |
| Cyndeo Wealth Partners, LLC | 2,642 | $493.1K | 0.03% | +22+0.8% | Added |
| Alliance Wealth Advisors, LLC | 2,641 | $493.1K | 0.11% | −975−27.0% | Reduced |
| Legacy Advisors, LLC | 2,643 | $493.4K | 0.06% | −578−17.9% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,644 | $493.5K | 0.07% | +10.0% | Added |
| Security National Bank | 2,646 | $493.9K | 0.07% | +8+0.3% | Added |
| Hudson Bay Capital Management LP | 2,650 | $494.7K | 0.00% | +2,650 | New |
| SGL Investment Advisors, Inc. | 2,808 | $498.4K | 0.19% | −64−2.2% | Reduced |
| Act Wealth Management, LLC | 2,674 | $499.2K | 0.17% | +2,674 | New |
| Advisor OS, LLC | 2,679 | $500.2K | 0.04% | +168+6.7% | Added |
| Jeppson Wealth Management, LLC | 2,685 | $501.2K | 0.16% | +658+32.5% | Added |
| Trilogy Capital Inc. | 2,687 | $501.6K | 0.02% | +760+39.4% | Added |
| Unify Financial Advisors | 2,691 | $502.3K | 0.52% | +92+3.5% | Added |
| United Advisor Group, LLC | 2,697 | $503.4K | 0.06% | +161+6.3% | Added |
| BankPlus Wealth Management LLC | 2,704 | $505.0K | 0.26% | +230+9.3% | Added |
| Sunflower Bank, N.A. | 2,706 | $505.1K | 0.13% | +77+2.9% | Added |
| Quantum Private Wealth, LLC | 2,707 | $505.3K | 0.16% | −1,666−38.1% | Reduced |
| OneAscent Financial Services LLC | 2,712 | $506.3K | 0.03% | +279+11.5% | Added |
| Mirova | 2,715 | $506.8K | 0.02% | −20,916−88.5% | Reduced |
| Next Level Private LLC | 2,720 | $507.7K | 0.11% | +2,720 | New |
| Strait & Sound Wealth Management LLC | 2,725 | $508.6K | 0.19% | −877−24.3% | Reduced |
| Aries Wealth Management | 2,729 | $509.4K | 0.11% | −174−6.0% | Reduced |
| Archford Capital Strategies, LLC | 2,752 | $513.7K | 0.06% | −1,452−34.5% | Reduced |
| ORG Wealth Partners, LLC | 2,765 | $516.1K | 0.10% | +1,299+88.6% | Added |
| Parkside Financial Bank & Trust | 2,765 | $516.1K | 0.04% | +70+2.6% | Added |
| International Private Wealth Advisors LLC | 2,768 | $516.7K | 0.32% | +2,768 | New |
| Cornerstone Select Advisors, LLC | 2,780 | $518.9K | 0.32% | +172+6.6% | Added |
| Cary Street Partner Investment Advisory LLC | 2,783 | $519.5K | 0.13% | −1,253−31.0% | Reduced |
| First Foundation Advisors | 2,794 | $521.6K | 0.02% | +8+0.3% | Added |
| Michael B. Yongue | 2,800 | $522.7K | 0.38% | −1,716−38.0% | Reduced |
| Silver Oak Securities, Inc | 2,803 | $523.2K | 0.04% | +177+6.7% | Added |
| Range Advisory, LLC | 2,803 | $523.2K | 0.10% | +827+41.9% | Added |
| Fukoku Mutual Life Insurance Co | 2,806 | $523.8K | 0.03% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 2,818 | $526.0K | 0.13% | +2,818 | New |
| FSM Wealth Advisors, LLC | 2,824 | $527.1K | 0.07% | −3−0.1% | Reduced |
| Crown Wealth Group, LLC | 2,826 | $527.6K | 0.15% | +140+5.2% | Added |
| Capital Markets Trading UK LLP | 2,830 | $528.0K | 0.47% | −779−21.6% | Reduced |
| TFR Capital, LLC. | 2,831 | $528.5K | 0.16% | +1,119+65.4% | Added |
| Spartan Wealth Advisory Services LLC | 2,831 | $528.5K | 0.05% | +2,831 | New |
| S&CO Inc | 2,839 | $529.0K | 0.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 2,836 | $529.4K | 0.19% | −179−5.9% | Reduced |
| Clear Creek Financial Management, LLC | 2,838 | $529.8K | 0.04% | +98+3.6% | Added |
| Purus Wealth Management, LLC | 2,846 | $531.3K | 0.17% | +410+16.8% | Added |
| Clear Trail Advisors, LLC | 2,847 | $531.4K | 0.09% | −20−0.7% | Reduced |
| Aventura Private Wealth, LLC | 2,862 | $534.2K | 0.20% | −48−1.6% | Reduced |
| Warm Springs Advisors Inc. | 2,862 | $534.3K | 0.45% | −142−4.7% | Reduced |
| 3Chopt Investment Partners, LLC | 2,863 | $534.4K | 0.12% | −104−3.5% | Reduced |
| 4WEALTH Advisors, Inc. | 2,889 | $534.5K | 0.46% | +805+38.6% | Added |
| Kathmere Capital Management, LLC | 2,868 | $535.4K | 0.03% | +1,371+91.6% | Added |
| Income Insurance Ltd | 2,870 | $535.7K | 0.36% | 00.0% | Unchanged |
| Wealth Alliance | 2,871 | $535.9K | 0.05% | −2,669−48.2% | Reduced |
| Bernicke Wealth Management, Ltd. | 2,871 | $535.9K | 0.07% | −239−7.7% | Reduced |
| Richards, Merrill & Peterson, Inc. | 2,871 | $536.0K | 0.20% | −1,368−32.3% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 2,875 | $536.7K | 0.38% | +66+2.3% | Added |
| Integrity Alliance, LLC. | 2,878 | $537.2K | 0.02% | −342−10.6% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,888 | $539.2K | 0.17% | −32−1.1% | Reduced |
| New Republic Capital, LLC | 2,890 | $539.4K | 0.18% | −1,626−36.0% | Reduced |
| Trust Point Inc. | 2,891 | $539.7K | 0.05% | −674−18.9% | Reduced |
| Oder Investment Management, LLC | 2,893 | $540.0K | 0.41% | −354−10.9% | Reduced |
| Trillium Asset Management, LLC | 2,900 | $541.0K | 0.02% | −152−5.0% | Reduced |
| Western Pacific Wealth Management, LP | 2,899 | $541.2K | 0.55% | −84−2.8% | Reduced |
| MN Wealth Advisors, LLC | 2,902 | $541.8K | 0.26% | +461+18.9% | Added |
| YHB Investment Advisors, Inc. | 2,903 | $541.9K | 0.04% | −17,318−85.6% | Reduced |
| Meridian Investment Counsel Inc. | 2,905 | $542.3K | 0.13% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 2,907 | $542.6K | 0.20% | +2,907 | New |
| City State Bank | 2,921 | $545.3K | 0.14% | +946+47.9% | Added |
| Bienville Capital Management, LLC | 2,924 | $545.8K | 0.10% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 2,925 | $546.0K | 0.12% | +679+30.2% | Added |
| Northern Oak Wealth Management Inc | 2,929 | $546.8K | 0.07% | −305−9.4% | Reduced |
| Mosley Wealth Management | 2,307 | $546.8K | 0.25% | +27+1.2% | Added |
| Cromwell Holdings LLC | 2,934 | $547.7K | 0.31% | −6−0.2% | Reduced |
| Alpha Family Trust | 2,935 | $547.9K | 0.27% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 2,938 | $548.3K | 0.13% | −1,354−31.5% | Reduced |
| Blodgett Wealth Advisors, LLC | 2,938 | $548.4K | 0.43% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 2,939 | $548.6K | 0.40% | +1,831+165.3% | Added |
| Fundamentun, LLC | 2,949 | $550.5K | 0.02% | −29,010−90.8% | Reduced |
| Mayflower Financial Advisors, LLC | 2,950 | $550.6K | 0.07% | +341+13.1% | Added |
| YANKCOM Partnership | 2,963 | $553.1K | 0.23% | +139+4.9% | Added |
| Boston Trust Walden Corp | 2,963 | $553.1K | 0.00% | −159−5.1% | Reduced |
| Mechanics Financial Corp | 2,963 | $553.1K | 0.23% | −41−1.4% | Reduced |
| Greykasell Wealth Strategies, Inc. | 2,971 | $554.6K | 0.22% | −949−24.2% | Reduced |
| Intesa Sanpaolo S.p.A. | 3,000 | $560.0K | 0.04% | −27,992−90.3% | Reduced |
| Rakuten Securities, Inc. | 3,001 | $560.2K | 0.23% | +1,086+56.7% | Added |
| TIAA Wealth Investment Management LLC | 3,009 | $561.8K | 0.00% | +3,009 | New |
| First National Bank | 3,027 | $565.0K | 0.28% | −234−7.2% | Reduced |
| NorthStar Asset Management LLC | 3,027 | $565.1K | 0.27% | −2,888−48.8% | Reduced |
| Sage Rhino Capital LLC | 3,048 | $569.0K | 0.11% | −18−0.6% | Reduced |