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 |
|---|---|---|---|---|---|
| Kennebec Savings Bank | 3,655 | $682.3K | 0.61% | +276+8.2% | Added |
| Carlson Financial, Inc. | 3,665 | $684.1K | 0.40% | −250−6.4% | Reduced |
| Alta Advisers Ltd | 3,670 | $685.1K | 0.25% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,678 | $685.9K | 0.04% | −3,680−50.0% | Reduced |
| Chilton Investment Co LLC | 3,679 | $686.8K | 0.02% | +1,777+93.4% | Added |
| Gateway Wealth Partners, LLC | 3,681 | $687.2K | 0.03% | +2,864+350.6% | Added |
| Orion Capital Management LLC | 3,685 | $687.9K | 0.24% | −200−5.1% | Reduced |
| Waterloo Capital, L.P. | 3,692 | $689.1K | 0.05% | +1,883+104.1% | Added |
| Virtue Asset Management LLC | 3,694 | $689.5K | 0.55% | −1,125−23.3% | Reduced |
| Persium Advisors, LLC | 3,694 | $689.6K | 0.54% | +1,015+37.9% | Added |
| Ecofi Investissements SA | 3,700 | $690.2K | 1.26% | 00.0% | Unchanged |
| Agf Management Ltd | 3,700 | $690.7K | 0.00% | −273,530−98.7% | Reduced |
| Sentinus, LLC | 3,714 | $693.2K | 0.06% | +1,778+91.8% | Added |
| GTS Securities LLC | 3,714 | $693.3K | 0.02% | −9,502−71.9% | Reduced |
| XML Financial, LLC | 3,715 | $693.5K | 0.06% | −264−6.6% | Reduced |
| Howland Capital Management LLC | 3,716 | $693.7K | 0.03% | −49−1.3% | Reduced |
| Copeland Capital Management, LLC | 3,719 | $694.3K | 0.02% | −46,821−92.6% | Reduced |
| Verdence Capital Advisors LLC | 3,732 | $696.6K | 0.04% | +1,445+63.2% | Added |
| Claro Advisors LLC | 3,749 | $699.8K | 0.08% | +887+31.0% | Added |
| Cornerstone Wealth Group, LLC | 3,749 | $701.5K | 0.05% | +498+15.3% | Added |
| Benchmark Investment Advisors LLC | 3,788 | $707.0K | 0.41% | +3,788 | New |
| Forefront Wealth Partners, LLC | 3,795 | $708.4K | 0.30% | +793+26.4% | Added |
| Quintet Private Bank (Europe) S.A. | 3,802 | $709.7K | 0.05% | −1,870−33.0% | Reduced |
| NVWM, LLC | 3,678 | $710.4K | 0.16% | +420+12.9% | Added |
| Advyzon Investment Management, LLC | 3,807 | $710.6K | 0.06% | +1,342+54.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,807 | $710.7K | 0.00% | +1,425+59.8% | Added |
| Kaizen Financial Strategies | 3,940 | $714.0K | 0.30% | −415−9.5% | Reduced |
| Principal Street Partners, LLC | 3,827 | $714.4K | 0.12% | +741+24.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,830 | $714.9K | 0.30% | +547+16.7% | Added |
| FLC Capital Advisors | 3,843 | $717.4K | 0.13% | −1,013−20.9% | Reduced |
| Adelphi Trust Co | 3,858 | $720.2K | 0.59% | −1,799−31.8% | Reduced |
| Diversified Enterprises, LLC | 3,864 | $721.3K | 0.04% | −398−9.3% | Reduced |
| Plancorp, LLC | 4,377 | $722.0K | 0.02% | −206−4.5% | Reduced |
| Red Reef Advisors LLC | 3,869 | $722.3K | 0.76% | +125+3.3% | Added |
| Portland Investment Counsel Inc. | 3,875 | $723.3K | 0.23% | +759+24.4% | Added |
| LCM Capital Management Inc | 3,875 | $723.4K | 0.36% | +50+1.3% | Added |
| Sky Investment Group LLC | 3,875 | $723.4K | 0.12% | +27+0.7% | Added |
| Dumont & Blake Investment Advisors LLC | 3,895 | $727.1K | 0.18% | +3,895 | New |
| BOCHK Asset Management Ltd | 3,900 | $728.0K | 0.15% | −1,580−28.8% | Reduced |
| Personal Cfo Solutions, LLC | 3,901 | $728.2K | 0.10% | +5+0.1% | Added |
| Karras Company, Inc. | 3,906 | $729.0K | 0.74% | −3,350−46.2% | Reduced |
| Sidoxia Capital Management, LLC | 3,908 | $729.5K | 0.63% | +3,908 | New |
| Wellington Shields Capital Management, LLC | 3,917 | $731.2K | 0.11% | −4,543−53.7% | Reduced |
| Arbor Capital Management Inc | 4,094 | $733.2K | 0.60% | +773+23.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,928 | $733.3K | 0.11% | +50+1.3% | Added |
| Dudley Capital Management, LLC | 3,934 | $734.3K | 0.32% | +10.0% | Added |
| Voleon Capital Management LP | 3,935 | $734.5K | 0.02% | +1,806+84.8% | Added |
| 1st Source Bank | 3,942 | $735.9K | 0.04% | −1,987−33.5% | Reduced |
| Liberty One Investment Management, LLC | 3,964 | $740.0K | 0.08% | +1,650+71.3% | Added |
| Sargent Investment Group, LLC | 3,973 | $741.6K | 0.10% | +129+3.4% | Added |
| Strategic Advisors LLC | 3,973 | $741.6K | 0.12% | −6,537−62.2% | Reduced |
| Perfromance Wealth Partners, LLC | 3,995 | $745.7K | 0.02% | −1,148−22.3% | Reduced |
| Geneva Capital Management LLC | 4,004 | $747.4K | 0.02% | −761−16.0% | Reduced |
| True Vision MN LLC | 4,004 | $747.4K | 0.39% | +4,004 | New |
| Key Client Fiduciary Advisors, LLC | 4,004 | $747.5K | 0.26% | −114−2.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,023 | $751.0K | 0.03% | +12+0.3% | Added |
| Central Bank & Trust Co | 4,032 | $752.7K | 0.12% | +131+3.4% | Added |
| Bridges Investment Management Inc | 4,035 | $753.2K | 0.01% | −49−1.2% | Reduced |
| Curbstone Financial Management Corp | 4,036 | $753.4K | 0.14% | −10−0.2% | Reduced |
| Magnolia Capital Advisors LLC | 4,044 | $754.9K | 0.15% | +387+10.6% | Added |
| Farmers National Bank | 4,060 | $757.9K | 0.17% | +1,660+69.2% | Added |
| Emprise Bank | 4,070 | $759.7K | 0.30% | −560−12.1% | Reduced |
| Aldebaran Financial Inc. | 4,083 | $762.3K | 0.72% | +142+3.6% | Added |
| Zions Bancorporation, National Association | 4,086 | $762.7K | 0.05% | −14,860−78.4% | Reduced |
| Fire Capital Management LLC | 4,088 | $763.1K | 0.36% | −1,161−22.1% | Reduced |
| Elevated Capital Advisors, LLC | 4,088 | $763.2K | 0.19% | −49−1.2% | Reduced |
| Hilton Head Capital Partners, LLC | 4,089 | $763.3K | 0.43% | +324+8.6% | Added |
| Guardian Wealth Advisors, LLC | 4,095 | $764.4K | 0.05% | −557−12.0% | Reduced |
| Smith Group Asset Management, LLC | 4,104 | $766.1K | 0.04% | +23+0.6% | Added |
| JNBA Financial Advisors | 4,105 | $766.3K | 0.06% | −181−4.2% | Reduced |
| Dearborn Partners LLC | 4,110 | $767.2K | 0.04% | −361−8.1% | Reduced |
| Brucke Financial, Inc. | 4,111 | $767.4K | 0.39% | −6−0.1% | Reduced |
| Canandaigua National Trust Co of Florida | 4,122 | $769.5K | 0.62% | +893+27.7% | Added |
| FinArc Investments, Inc. | 4,140 | $772.8K | 0.74% | +4,140 | New |
| TownSquare Capital, LLC | 4,155 | $775.5K | 0.17% | +997+31.6% | Added |
| Roman Butler Fullerton & Co | 4,417 | $778.9K | 0.21% | +1,583+55.9% | Added |
| MONECO Advisors, LLC | 4,179 | $780.1K | 0.06% | −497−10.6% | Reduced |
| Crux Wealth Advisors | 4,186 | $781.4K | 0.30% | −87−2.0% | Reduced |
| Tempo Wealth, LLC | 4,191 | $782.3K | 0.14% | −91−2.1% | Reduced |
| PW Nova Financial Services LLC | 4,199 | $783.8K | 0.20% | +207+5.2% | Added |
| Harbor Investment Advisory, LLC | 4,203 | $784.6K | 0.06% | −18,499−81.5% | Reduced |
| Valmark Advisers, Inc. | 4,204 | $784.8K | 0.01% | −68−1.6% | Reduced |
| Souders Financial Advisors | 4,207 | $785.3K | 0.09% | +83+2.0% | Added |
| Sierra Capital LLC | 4,211 | $786.0K | 0.09% | +565+15.5% | Added |
| Probity Advisors, Inc. | 4,218 | $787.4K | 0.12% | +87+2.1% | Added |
| Essex Savings Bank | 4,240 | $791.5K | 0.18% | −85−2.0% | Reduced |
| Corps Capital Advisors, LLC | 4,245 | $792.5K | 0.69% | +650+18.1% | Added |
| Ridgewood Investments LLC | 4,251 | $793.5K | 0.32% | +4,251 | New |
| Tuttle Tactical Management | 4,252 | $793.7K | 1.30% | +4,252 | New |
| Talon Private Wealth, LLC | 4,260 | $795.2K | 0.11% | +4,260 | New |
| Shum Financial Group, Inc. | 4,263 | $795.8K | 0.56% | +27+0.6% | Added |
| Berkshire Bank | 4,278 | $798.6K | 0.16% | −858−16.7% | Reduced |
| Wincap Financial LLC | 4,278 | $798.6K | 0.53% | +413+10.7% | Added |
| WJ Financial Advisors LLC | 4,287 | $800.3K | 0.65% | +1,300+43.5% | Added |
| Hikari Tsushin, Inc. | 4,291 | $801.0K | 0.06% | +657+18.1% | Added |
| International Assets Investment Management, LLC | 4,302 | $801.1K | 0.06% | −291−6.3% | Reduced |
| Financial Engines Advisors L.L.C. | 4,301 | $802.9K | 0.00% | −899−17.3% | Reduced |
| Castle Rock Wealth Management, LLC | 4,299 | $804.7K | 0.17% | +1,843+75.0% | Added |
| VeraBank, N.A. | 4,321 | $806.6K | 0.15% | −5,657−56.7% | Reduced |
| Y.D. More Investments Ltd | 4,333 | $808.8K | 0.03% | −4,522−51.1% | Reduced |