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 |
|---|---|---|---|---|---|
| Meadow Creek Wealth Advisors LLC | 3,058 | $570.8K | 0.37% | −416−12.0% | Reduced |
| Prota Financial, LLC | 3,059 | $571.0K | 0.41% | +1,087+55.1% | Added |
| LVW Advisors, LLC | 3,062 | $571.6K | 0.06% | +1,044+51.7% | Added |
| White Wing Wealth Management | 3,062 | $571.7K | 0.34% | +622+25.5% | Added |
| Wallace Advisory Group, LLC | 3,068 | $572.7K | 0.61% | +1,047+51.8% | Added |
| Fjell Capital, LLC | 3,072 | $573.4K | 0.44% | +22+0.7% | Added |
| Palacios Wealth Management, LLC | 3,255 | $574.6K | 0.36% | −966−22.9% | Reduced |
| Chilton Capital Management LLC | 3,095 | $577.7K | 0.02% | −101,208−97.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,097 | $578.1K | 0.05% | −297−8.8% | Reduced |
| Cornerstone Capital, Inc. | 3,106 | $579.8K | 0.06% | +3,106 | New |
| Carson Advisory Inc. | 3,118 | $582.1K | 0.30% | +286+10.1% | Added |
| Pine Haven Investment Counsel, Inc | 3,122 | $582.8K | 0.43% | −30−1.0% | Reduced |
| Evermay Wealth Management LLC | 3,128 | $583.9K | 0.06% | −375−10.7% | Reduced |
| Aviso Wealth Management | 3,132 | $584.7K | 0.26% | −292−8.5% | Reduced |
| Oxford Financial Group Ltd | 3,137 | $585.6K | 0.03% | +1,698+118.0% | Added |
| One Wealth Capital Management, LLC | 3,230 | $585.7K | 0.26% | +1,353+72.1% | Added |
| Ramiah Investment Group | 3,140 | $586.1K | 0.51% | +1,252+66.3% | Added |
| Kestra Investment Management, LLC | 3,142 | $586.6K | 0.01% | +953+43.5% | Added |
| Waldron Private Wealth LLC | 3,148 | $587.6K | 0.02% | −194−5.8% | Reduced |
| Fred Alger Management, LLC | 3,149 | $587.8K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 3,149 | $587.8K | 0.29% | −192−5.7% | Reduced |
| Old North State Wealth Management, LLC | 3,161 | $591.1K | 0.27% | +1,522+92.9% | Added |
| RiverFront Investment Group, LLC | 3,172 | $592.1K | 0.01% | +277+9.6% | Added |
| Chicago Trust Co NA | 3,173 | $592.3K | 0.09% | −63−1.9% | Reduced |
| GM Advisory Group, Inc. | 3,185 | $594.6K | 0.02% | +80+2.6% | Added |
| Relyea Zuckerberg Hanson LLC | 3,187 | $594.9K | 0.06% | +989+45.0% | Added |
| Romano Brothers and Company | 3,201 | $597.5K | 0.07% | +340+11.9% | Added |
| Jaffetilchin Investment Partners, LLC | 3,204 | $598.1K | 0.04% | −3,388−51.4% | Reduced |
| Birinyi Associates Inc | 3,208 | $599.0K | 0.16% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 3,216 | $600.5K | 0.14% | −87−2.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,239 | $604.6K | 0.13% | −942−22.5% | Reduced |
| Southeast Asset Advisors Inc. | 3,248 | $606.3K | 0.07% | +2,148+195.3% | Added |
| Caerus Investment Advisors, LLC | 3,253 | $607.2K | 0.26% | +1,955+150.6% | Added |
| Coign Capital Advisors LLC | 3,258 | $608.2K | 0.32% | +613+23.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 3,259 | $608.4K | 0.15% | −189−5.5% | Reduced |
| Maridea Wealth Management LLC | 3,261 | $608.7K | 0.09% | −107−3.2% | Reduced |
| Prentice Wealth Management LLC | 3,274 | $611.2K | 0.14% | +58+1.8% | Added |
| Nabity-Jensen Investment Management Inc | 3,285 | $613.2K | 0.43% | −1,086−24.8% | Reduced |
| Roberts Glore & Co Inc | 3,288 | $613.8K | 0.17% | +641+24.2% | Added |
| Signature Estate & Investment Advisors LLC | 3,291 | $614.5K | 0.01% | −244,993−98.7% | Reduced |
| Green Ridge Wealth Planning LLC | 3,294 | $614.9K | 0.32% | +14+0.4% | Added |
| Prosperity Consulting Group, LLC | 3,300 | $615.9K | 0.03% | −2,020−38.0% | Reduced |
| Factory Mutual Insurance Co | 3,300 | $616.0K | 0.01% | −35,000−91.4% | Reduced |
| Zullo Investment Group, Inc. | 3,302 | $616.4K | 0.23% | +348+11.8% | Added |
| Sage Private Wealth Group, LLC | 3,303 | $616.5K | 0.31% | +583+21.4% | Added |
| Nwam LLC | 3,305 | $616.9K | 0.04% | −38−1.1% | Reduced |
| Alerus Financial NA | 3,305 | $616.9K | 0.03% | +3,284+15,638.1% | Added |
| Financial Advisory Service, Inc. | 3,312 | $618.2K | 0.04% | +859+35.0% | Added |
| Second Half Financial Partners, LLC | 3,315 | $618.8K | 0.28% | +3,315 | New |
| Aspire Growth Partners LLC | 3,317 | $619.2K | 0.42% | −43−1.3% | Reduced |
| Abbot Financial Management, Inc. | 3,319 | $619.5K | 0.26% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 3,319 | $619.6K | 0.13% | +734+28.4% | Added |
| Burford Brothers, Inc. | 3,323 | $620.3K | 0.25% | +362+12.2% | Added |
| LOM Asset Management Ltd | 3,326 | $620.9K | 0.18% | −682−17.0% | Reduced |
| Aso Group Ltd | 3,326 | $621.0K | 0.26% | +3,326 | New |
| Equita Financial Network, Inc. | 3,334 | $622.4K | 0.20% | +3,334 | New |
| Nicholas Hoffman & Company, LLC. | 3,334 | $622.4K | 0.01% | −170−4.9% | Reduced |
| State of Wyoming | 3,355 | $626.3K | 0.07% | +2,776+479.4% | Added |
| BridgePort Financial Solutions, LLC | 3,357 | $626.6K | 0.18% | +3,357 | New |
| Moss Adams Wealth Advisors LLC | 3,357 | $626.7K | 0.05% | −84−2.4% | Reduced |
| Roxbury Financial LLC | 3,359 | $627.0K | 0.56% | +176+5.5% | Added |
| Harfst & Associates, Inc. | 3,360 | $627.1K | 0.11% | −4,153−55.3% | Reduced |
| AlphaGrep UK Ltd | 3,367 | $628.5K | 0.19% | +1,809+116.1% | Added |
| Montecito Bank & Trust | 3,369 | $628.9K | 0.10% | −273−7.5% | Reduced |
| Meadowbrook Advisors Group, LLC | 3,379 | $630.8K | 0.37% | −188−5.3% | Reduced |
| Kraematon Investment Advisors, Inc | 3,393 | $633.4K | 0.52% | −78−2.2% | Reduced |
| Bey-Douglas LLC | 3,397 | $634.2K | 0.55% | −11,518−77.2% | Reduced |
| Andra AP-fonden | 3,400 | $634.7K | 0.01% | −92,632−96.5% | Reduced |
| Private Advisory Group LLC | 3,401 | $634.9K | 0.04% | +3,401 | New |
| Gryphon Financial Partners LLC | 3,430 | $640.2K | 0.07% | +392+12.9% | Added |
| Rollins Financial Advisors, LLC | 3,432 | $640.6K | 0.10% | +3,432 | New |
| Carr Financial Group Corp | 3,435 | $641.1K | 0.17% | −32−0.9% | Reduced |
| Everpar Advisors LLC | 3,442 | $642.5K | 0.22% | +914+36.2% | Added |
| Cypress Wealth Services, LLC | 3,443 | $642.7K | 0.09% | +114+3.4% | Added |
| Congress Park Capital LLC | 3,451 | $644.2K | 0.20% | −5,933−63.2% | Reduced |
| Breakwater Capital Group | 3,455 | $644.9K | 0.09% | +1,561+82.4% | Added |
| Cidel Asset Management Inc | 3,487 | $650.9K | 0.04% | +1,036+42.3% | Added |
| Tortuga Wealth Management, Inc | 3,493 | $652.2K | 0.61% | +1,104+46.2% | Added |
| J.M. Arbour, LLC | 3,501 | $653.5K | 0.63% | +3,501 | New |
| Octavia Wealth Advisors, LLC | 3,504 | $654.1K | 0.06% | −494−12.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,505 | $654.3K | 0.15% | −108−3.0% | Reduced |
| Bank Ozk | 3,510 | $655.2K | 0.23% | −330−8.6% | Reduced |
| Versant Capital Management, Inc | 3,515 | $656.1K | 0.06% | +382+12.2% | Added |
| Applied Finance Capital Management, LLC | 3,519 | $656.9K | 0.05% | −700−16.6% | Reduced |
| North Dallas Bank & Trust Co | 3,520 | $657.1K | 0.44% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 3,538 | $660.4K | 0.11% | −1,317−27.1% | Reduced |
| Root Financial Partners, LLC | 3,542 | $661.2K | 0.03% | +480+15.7% | Added |
| Blue Capital, Inc. | 3,544 | $661.6K | 0.43% | +3,544 | New |
| Net Worth Advisory Group | 3,555 | $663.6K | 0.14% | −787−18.1% | Reduced |
| Investment Partners Asset Management, Inc. | 3,560 | $664.5K | 0.41% | −288−7.5% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,584 | $669.0K | 0.04% | +304+9.3% | Added |
| Oxler Private Wealth LLC | 3,585 | $669.1K | 0.21% | −11−0.3% | Reduced |
| Empirical Asset Management, LLC | 3,587 | $669.6K | 0.18% | +2,312+181.3% | Added |
| Lodestar Private Asset Management LLC | 3,602 | $672.5K | 0.07% | −1,760−32.8% | Reduced |
| Lewis Asset Management, LLC | 3,613 | $674.5K | 0.28% | −1,933−34.9% | Reduced |
| Everest Management Corp. | 3,629 | $677.4K | 0.34% | +255+7.6% | Added |
| Dara Capital US, Inc. | 3,632 | $678.0K | 0.64% | +108+3.1% | Added |
| Retirement Planning Group | 3,635 | $678.5K | 0.02% | +512+16.4% | Added |
| Cascade Investment Group, Inc. | 3,652 | $681.7K | 0.45% | −48−1.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,648 | $682.0K | 0.14% | −100−2.7% | Reduced |