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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 4,355 | $813.0K | 0.05% | −1,108−20.3% | Reduced |
| Bull Harbor Capital LLC | 4,361 | $814.1K | 0.22% | +4,361 | New |
| BSW Wealth Partners | 4,365 | $814.8K | 0.10% | −228−5.0% | Reduced |
| Van Diest Capital, LLC | 4,369 | $815.5K | 0.64% | +1,809+70.7% | Added |
| Minot DeBlois Advisors LLC | 4,381 | $817.7K | 0.74% | +110+2.6% | Added |
| Crescent Sterling, Ltd. | 4,383 | $818.2K | 0.79% | +609+16.1% | Added |
| Sunbelt Securities, Inc. | 4,385 | $818.5K | 0.05% | +103+2.4% | Added |
| Capital Investment Advisory Services, LLC | 4,387 | $819.0K | 0.06% | +1,388+46.3% | Added |
| Tred Avon Family Wealth, LLC | 4,413 | $823.8K | 0.27% | −1,721−28.1% | Reduced |
| Arrowroot Family Office, LLC | 4,418 | $824.7K | 0.27% | −708−13.8% | Reduced |
| National Philanthropic Trust | 4,419 | $824.9K | 0.01% | −176−3.8% | Reduced |
| Nvest Financial, LLC | 4,419 | $824.9K | 0.31% | +340+8.3% | Added |
| Rehmann Capital Advisory Group | 4,421 | $825.3K | 0.04% | −257−5.5% | Reduced |
| Navellier & Associates Inc | 4,421 | $825.3K | 0.09% | −287−6.1% | Reduced |
| Leo Wealth, LLC | 4,436 | $828.1K | 0.06% | −1,202−21.3% | Reduced |
| Spire Wealth Management | 4,440 | $828.9K | 0.03% | −418−8.6% | Reduced |
| bLong Financial, LLC | 4,453 | $831.2K | 0.63% | −50−1.1% | Reduced |
| IKE Capital, LLC | 4,468 | $834.0K | 0.47% | +4,468 | New |
| Karani Asset Management LLC | 4,479 | $836.1K | 0.73% | +1,806+67.6% | Added |
| Ameritas Advisory Services, LLC | 4,503 | $840.6K | 0.03% | −1,855−29.2% | Reduced |
| Bell Bank | 4,505 | $840.9K | 0.04% | −926−17.1% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,511 | $842.1K | 0.05% | −72−1.6% | Reduced |
| Fiduciary Financial Group, LLC | 4,511 | $842.1K | 0.11% | +1,113+32.8% | Added |
| Allred Capital Management, LLC | 4,536 | $846.7K | 0.31% | +268+6.3% | Added |
| Doliver Advisors, LP | 4,544 | $848.2K | 0.19% | +377+9.0% | Added |
| Penobscot Investment Management Company, Inc. | 4,546 | $848.6K | 0.07% | −684−13.1% | Reduced |
| Matters Capital LLC | 4,550 | $849.3K | 0.75% | 00.0% | Unchanged |
| Key Financial Inc | 4,569 | $852.9K | 0.15% | +21+0.5% | Added |
| T. Rowe Price Investment Management, Inc. | 4,570 | $854.0K | 0.00% | −1,654,759−99.7% | Reduced |
| Mather Group, LLC. | 4,583 | $855.5K | 0.01% | −7,508−62.1% | Reduced |
| Twin City Private Wealth, LLC | 4,586 | $856.0K | 0.65% | +176+4.0% | Added |
| Cypress Capital Group | 4,596 | $857.9K | 0.10% | −1,443−23.9% | Reduced |
| Cape Investment Advisory, Inc. | 4,608 | $860.2K | 0.29% | −141−3.0% | Reduced |
| Lineweaver Wealth Advisors, LLC | 4,622 | $862.7K | 0.12% | −2,257−32.8% | Reduced |
| Fairscale Capital, LLC | 4,631 | $864.5K | 0.60% | −29−0.6% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,650 | $868.0K | 0.45% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,658 | $869.5K | 0.02% | +529+12.8% | Added |
| Central Valley Advisors, LLC | 4,668 | $871.6K | 0.24% | −2,764−37.2% | Reduced |
| Drive Wealth Management, LLC | 4,670 | $871.6K | 0.18% | −85−1.8% | Reduced |
| Viawealth, LLC | 4,684 | $874.4K | 0.49% | −487−9.4% | Reduced |
| Werba Rubin Papier Wealth Management | 4,697 | $876.7K | 0.12% | −411−8.0% | Reduced |
| DRW Securities, LLC | 4,705 | $878.3K | 0.05% | +2,069+78.5% | Added |
| Simplicity Wealth,LLC | 4,707 | $878.6K | 0.05% | +894+23.4% | Added |
| Symphony Financial, Ltd. Co. | 4,716 | $881.0K | 0.12% | −7,254−60.6% | Reduced |
| Perpetual Ltd | 4,722 | $881.5K | 0.01% | +615+15.0% | Added |
| Brian Low Financial Group, LLC | 4,727 | $882.4K | 0.60% | +3,420+261.7% | Added |
| Creative Financial Designs Inc | 4,734 | $883.7K | 0.05% | +139+3.0% | Added |
| KRS Capital Management, LLC | 4,736 | $884.1K | 0.54% | −491−9.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,743 | $885.4K | 0.22% | −885−15.7% | Reduced |
| Chapman Financial Group, LLC | 4,744 | $885.6K | 0.63% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 4,765 | $889.4K | 0.23% | −635−11.8% | Reduced |
| Fiduciary Group LLC | 4,804 | $896.8K | 0.08% | −906−15.9% | Reduced |
| Advisory Alpha, LLC | 4,802 | $897.0K | 0.02% | +766+19.0% | Added |
| Cypress Advisory Group LLC | 4,806 | $897.1K | 0.68% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,830 | $901.6K | 0.06% | −399−7.6% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,837 | $902.9K | 0.25% | −265−5.2% | Reduced |
| Heritage Trust Co | 4,845 | $904.4K | 0.09% | −3,065−38.7% | Reduced |
| South Plains Financial, Inc. | 4,847 | $904.8K | 0.53% | +1,217+33.5% | Added |
| Gerber Kawasaki Wealth & Investment Management | 4,867 | $908.6K | 0.03% | −792−14.0% | Reduced |
| Renasant Bank | 4,887 | $912.3K | 0.65% | +215+4.6% | Added |
| Belpointe Asset Management LLC | 4,890 | $912.8K | 0.03% | −3,084−38.7% | Reduced |
| Americana Partners, LLC | 4,899 | $914.5K | 0.02% | +4,899 | New |
| Two Sigma Investments, LP | 4,905 | $915.6K | 0.00% | −18,958−79.4% | Reduced |
| Eastern Bank | 4,907 | $916.0K | 0.02% | −4,322−46.8% | Reduced |
| American Capital Advisory, LLC | 4,908 | $916.2K | 0.37% | +2,755+128.0% | Added |
| L2 Asset Management, LLC | 4,912 | $916.9K | 0.09% | +255+5.5% | Added |
| Meridian Financial Partners LLC | 5,022 | $918.8K | 0.35% | +121+2.5% | Added |
| Brown, Lisle/Cummings, Inc. | 4,926 | $919.5K | 0.23% | +24+0.5% | Added |
| Beese Fulmer Investment Management, Inc. | 4,931 | $920.5K | 0.06% | −61,058−92.5% | Reduced |
| Rothschild Investment LLC | 4,936 | $921.5K | 0.05% | +1,946+65.1% | Added |
| Unified Investment Management | 4,943 | $922.6K | 0.95% | +831+20.2% | Added |
| Arista Wealth Management, LLC | 4,943 | $922.7K | 0.11% | −579−10.5% | Reduced |
| Johnson Financial Group, Inc. | 4,944 | $922.9K | 0.03% | −387−7.3% | Reduced |
| Sapient Capital LLC | 4,945 | $923.1K | 0.01% | −766−13.4% | Reduced |
| Granite Investment Partners, LLC | 4,955 | $925.0K | 0.06% | 00.0% | Unchanged |
| B&L Asset Management LLC | 4,958 | $925.5K | 0.40% | +1,453+41.5% | Added |
| Texas Yale Capital Corp. | 4,959 | $925.7K | 0.03% | −4,380−46.9% | Reduced |
| Curated Wealth Partners LLC | 4,965 | $926.8K | 0.12% | +255+5.4% | Added |
| Lazari Capital Management, Inc. | 4,970 | $927.7K | 0.32% | −202−3.9% | Reduced |
| Brevan Howard Capital Management LP | 4,979 | $929.4K | 0.01% | −4,046−44.8% | Reduced |
| Ramirez Asset Management, Inc. | 4,980 | $929.6K | 0.11% | +6+0.1% | Added |
| MainStreet Investment Advisors LLC | 4,988 | $931.1K | 0.14% | −364−6.8% | Reduced |
| Ironwood Investment Management LLC | 4,994 | $932.2K | 0.39% | −3−0.1% | Reduced |
| Acorn Financial Advisory Services Inc | 4,995 | $932.3K | 0.13% | −102−2.0% | Reduced |
| Triglav Skladi, D.O.O. | 5,000 | $933.4K | 0.07% | −63,933−92.7% | Reduced |
| Oslo Pensjonsforsikring AS | 5,001 | $933.5K | 0.15% | +5,001 | New |
| Hemenway Trust Co LLC | 5,001 | $933.5K | 0.08% | −3,372−40.3% | Reduced |
| Saturna Capital CORP | 5,043 | $941.4K | 0.01% | −643−11.3% | Reduced |
| Prelude Capital Management, LLC | 5,049 | $942.5K | 0.07% | +1,090+27.5% | Added |
| Keel Point, LLC | 5,065 | $945.5K | 0.06% | −1,495−22.8% | Reduced |
| Investment Insight Wealth Management, LLC | 5,075 | $947.3K | 1.02% | −11−0.2% | Reduced |
| Fortress Private Ledger, LLC | 5,082 | $948.6K | 0.30% | −1,063−17.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 5,093 | $950.7K | 0.03% | +1,150+29.2% | Added |
| Citizens National Bank Trust Department | 5,095 | $951.1K | 0.16% | +2,250+79.1% | Added |
| Sumitomo Life Insurance Co | 5,098 | $951.6K | 0.02% | +157+3.2% | Added |
| PFG Advisors | 5,116 | $954.9K | 0.05% | +566+12.4% | Added |
| Raab & Moskowitz Asset Management LLC | 5,130 | $957.5K | 0.21% | −1,512−22.8% | Reduced |
| Paragon Private Wealth Management, LLC | 5,135 | $958.6K | 0.30% | −506−9.0% | Reduced |
| Forbes J M & Co LLP | 5,140 | $959.5K | 0.08% | −468−8.3% | Reduced |
| Apella Capital, LLC | 5,274 | $960.6K | 0.01% | −97−1.8% | Reduced |