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 |
|---|---|---|---|---|---|
| Legacy Capital Group California, Inc. | 5,148 | $961.0K | 0.37% | +300+6.2% | Added |
| North Star Investment Management Corp. | 5,149 | $961.2K | 0.06% | +1,119+27.8% | Added |
| First Affirmative Financial Network | 5,169 | $964.9K | 0.37% | +5,169 | New |
| Ausdal Financial Partners, Inc. | 5,169 | $964.9K | 0.04% | −371−6.7% | Reduced |
| Tulsa Wealth Advisors, INC | 5,175 | $966.0K | 0.17% | −1,886−26.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,176 | $966.2K | 0.02% | −3,070−37.2% | Reduced |
| Redmond Asset Management, LLC | 5,186 | $968.1K | 0.26% | +567+12.3% | Added |
| Stiles Financial Services Inc | 5,189 | $968.7K | 0.30% | +1,496+40.5% | Added |
| Journey Retirement Planning & Investment Management LLC | 5,189 | $968.8K | 0.85% | −11,675−69.2% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 5,197 | $970.1K | 0.38% | −263−4.8% | Reduced |
| Signature Equity Partners, LLC | 5,200 | $970.6K | 0.52% | +3,082+145.5% | Added |
| Essex Financial Services, Inc. | 5,210 | $972.5K | 0.05% | −220−4.1% | Reduced |
| First Pacific Financial | 5,220 | $974.5K | 0.13% | −930−15.1% | Reduced |
| Arvest Investments, Inc. | 5,242 | $978.6K | 0.13% | +1,196+29.6% | Added |
| Strengthening Families & Communities, LLC | 5,249 | $979.9K | 0.24% | −1,767−25.2% | Reduced |
| Chapman Investment Management, LLC | 5,257 | $981.3K | 0.81% | +5,257 | New |
| St. Johns Investment Management Company, LLC | 5,264 | $982.6K | 0.41% | −854−14.0% | Reduced |
| Fideuram Asset Management (Ireland) dac | 4,585 | $985.7K | 0.13% | −93,457−95.3% | Reduced |
| Meridian Wealth Advisors, LLC | 5,285 | $986.5K | 0.13% | −15,036−74.0% | Reduced |
| Elyxium Wealth, LLC | 5,301 | $989.5K | 0.32% | −87−1.6% | Reduced |
| First Business Financial Services, Inc. | 5,309 | $991.0K | 0.09% | +1,014+23.6% | Added |
| Davidson Capital Management Inc. | 5,317 | $992.5K | 0.18% | −2,841−34.8% | Reduced |
| Modern Wealth Management, LLC | 5,331 | $992.7K | 0.02% | +2,424+83.4% | Added |
| Angeles Wealth Management, LLC | 5,330 | $995.0K | 0.05% | +620+13.2% | Added |
| Aprio Wealth Management, LLC | 5,367 | $1.00M | 0.05% | +1,407+35.5% | Added |
| Old Point Trust & Financial Services N A | 5,371 | $1.00M | 0.32% | −136−2.5% | Reduced |
| FRG Family Wealth Advisors LLC | 5,376 | $1.00M | 0.16% | −3,741−41.0% | Reduced |
| Richard Bernstein Advisors LLC | 5,377 | $1.00M | 0.03% | 00.0% | Unchanged |
| Secured Retirement Advisors, LLC | 5,381 | $1.00M | 0.57% | +5,381 | New |
| Consilium Wealth Advisory, LLC | 5,386 | $1.01M | 0.34% | +5,386 | New |
| BluePath Capital Management, LLC | 5,415 | $1.01M | 0.70% | +709+15.1% | Added |
| Wellspring Financial Advisors, LLC | 5,426 | $1.01M | 0.08% | −955−15.0% | Reduced |
| Park Place Capital Corp | 5,430 | $1.01M | 0.20% | −72−1.3% | Reduced |
| Lavelle Capital LP | 5,431 | $1.01M | 0.63% | +5,431 | New |
| TD Private Client Wealth LLC | 5,450 | $1.02M | 0.02% | −2,051−27.3% | Reduced |
| Legal Advantage Investments, Inc. | 5,453 | $1.02M | 0.53% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 5,459 | $1.02M | 0.27% | +110+2.1% | Added |
| Clare Market Investments LLC | 5,469 | $1.02M | 0.21% | +5,469 | New |
| Tower Trust & Investment Co | 5,477 | $1.02M | 0.67% | +33+0.6% | Added |
| Ingalls & Snyder LLC | 5,478 | $1.02M | 0.04% | −113−2.0% | Reduced |
| Principle Wealth Partners LLC | 5,493 | $1.03M | 0.06% | −3,948−41.8% | Reduced |
| Sphera Management Technology Funds Ltd | 5,500 | $1.03M | 0.58% | −6,500−54.2% | Reduced |
| Reflection Asset Management | 5,514 | $1.03M | 0.63% | +268+5.1% | Added |
| Heritage Wealth Management, Inc. | 5,516 | $1.03M | 0.51% | −2,225−28.7% | Reduced |
| Cullen Investment Group, Ltd. | 5,516 | $1.03M | 0.14% | −6,921−55.6% | Reduced |
| Joel Isaacson & Co., LLC | 5,526 | $1.03M | 0.03% | +423+8.3% | Added |
| Calamos Wealth Management LLC | 5,531 | $1.03M | 0.04% | −399−6.7% | Reduced |
| Carret Asset Management, LLC | 5,549 | $1.04M | 0.10% | +235+4.4% | Added |
| JT Stratford LLC | 5,553 | $1.04M | 0.13% | +11+0.2% | Added |
| ProVise Management Group, LLC | 5,581 | $1.04M | 0.07% | +113+2.1% | Added |
| United Asset Strategies, Inc. | 5,587 | $1.04M | 0.08% | +4,504+415.9% | Added |
| Texas Bank & Trust Co | 5,588 | $1.04M | 0.39% | +69+1.3% | Added |
| Guerra Pan Advisors, LLC | 5,654 | $1.06M | 0.65% | −25−0.4% | Reduced |
| BIP Wealth, LLC | 5,681 | $1.06M | 0.04% | −675−10.6% | Reduced |
| Capital Analysts, LLC | 5,692 | $1.06M | 0.03% | −14,180−71.4% | Reduced |
| Prosperity Financial Group, Inc. | 5,698 | $1.06M | 0.39% | −1,181−17.2% | Reduced |
| Agate Pass Investment Management, LLC | 5,702 | $1.06M | 0.42% | −2,788−32.8% | Reduced |
| Visionary Wealth Advisors | 5,724 | $1.07M | 0.05% | +12+0.2% | Added |
| Perennial Investment Advisors, LLC | 5,726 | $1.07M | 0.09% | +104+1.8% | Added |
| Orrstown Financial Services Inc | 5,727 | $1.07M | 0.18% | −153−2.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 5,729 | $1.07M | 0.07% | −247−4.1% | Reduced |
| Icon Wealth Advisors, LLC | 5,903 | $1.07M | 0.07% | +688+13.2% | Added |
| TSFG, LLC | 5,776 | $1.08M | 0.16% | −1,158−16.7% | Reduced |
| Trivant Custom Portfolio Group, LLC | 5,794 | $1.08M | 0.59% | +11+0.2% | Added |
| Confluence Wealth Services, Inc. | 5,805 | $1.08M | 0.04% | +2,644+83.6% | Added |
| Heartland Bank & Trust Co | 5,811 | $1.08M | 0.25% | +4,502+343.9% | Added |
| Oak Harbor Wealth Partners, LLC | 5,817 | $1.09M | 0.25% | −888−13.2% | Reduced |
| NBC Securities, Inc. | 5,824 | $1.09M | 0.08% | −827−12.4% | Reduced |
| Arq Wealth Advisors, LLC | 5,861 | $1.09M | 0.20% | +5,861 | New |
| Birchbrook, Inc. | 5,861 | $1.09M | 0.54% | +521+9.8% | Added |
| Coastwise Capital Group, LLC | 5,868 | $1.10M | 0.61% | +335+6.1% | Added |
| Trust Co | 5,880 | $1.10M | 0.10% | +148+2.6% | Added |
| Keudell/Morrison Wealth Management | 5,904 | $1.10M | 0.23% | −651−9.9% | Reduced |
| Pictet Bank & Trust Ltd | 5,906 | $1.10M | 1.45% | +598+11.3% | Added |
| CNB Bank | 5,914 | $1.10M | 0.46% | +189+3.3% | Added |
| Signet Financial Management, LLC | 5,933 | $1.11M | 0.12% | −1,791−23.2% | Reduced |
| TRUE Private Wealth Advisors | 5,958 | $1.11M | 0.11% | −69−1.1% | Reduced |
| London & Capital Asset Management Ltd | 5,960 | $1.11M | 0.01% | −30−0.5% | Reduced |
| Private Trust Co NA | 5,960 | $1.11M | 0.10% | −490−7.6% | Reduced |
| Embree Financial Group | 5,963 | $1.11M | 0.13% | +248+4.3% | Added |
| Anb Bank | 5,965 | $1.11M | 0.45% | +210+3.6% | Added |
| Paragon Capital Management Inc | 5,968 | $1.11M | 0.94% | +5,968 | New |
| Processus Wealth & Capital Management, LLC | 5,969 | $1.11M | 0.76% | −1,987−25.0% | Reduced |
| Options Solutions, LLC | 5,970 | $1.11M | 0.81% | +1,370+29.8% | Added |
| CDC Financial, Inc. | 6,000 | $1.12M | 0.93% | +6,000 | New |
| Cornerstone National Bank & Trust Co | 6,025 | $1.12M | 0.41% | −287−4.5% | Reduced |
| Thor Investment Management Inc | 6,029 | $1.13M | 0.60% | +278+4.8% | Added |
| IMA Wealth, Inc. | 6,043 | $1.13M | 0.11% | −52−0.9% | Reduced |
| Paradigm Asset Management Co LLC | 6,050 | $1.13M | 0.26% | 00.0% | Unchanged |
| RFG Holdings, Inc. | 6,058 | $1.13M | 0.28% | +123+2.1% | Added |
| Pincus Capital Management, LP | 6,059 | $1.13M | 0.79% | +95+1.6% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 6,062 | $1.13M | 0.01% | −44,880−88.1% | Reduced |
| Davy Global Fund Management Ltd | 6,062 | $1.13M | 0.09% | −423−6.5% | Reduced |
| Hilltop Holdings Inc. | 6,111 | $1.14M | 0.10% | −2,507−29.1% | Reduced |
| Churchill Financial Advisors, LLC | 6,130 | $1.14M | 0.24% | +1,675+37.6% | Added |
| Northbridge Financial Group, LLC | 6,625 | $1.14M | 0.49% | +1,181+21.7% | Added |
| Waddell & Associates, LLC | 6,135 | $1.15M | 0.06% | +4,339+241.6% | Added |
| Choate Investment Advisors | 6,139 | $1.15M | 0.02% | −628−9.3% | Reduced |
| Canopy Partners, LLC | 6,155 | $1.15M | 0.39% | −188−3.0% | Reduced |
| Castle Wealth Management LLC | 6,170 | $1.15M | 0.37% | +11+0.2% | Added |