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 |
|---|---|---|---|---|---|
| Augustine Asset Management Inc | 6,225 | $1.16M | 0.26% | −30.0% | Reduced |
| Asset Dedication, LLC | 6,236 | $1.16M | 0.08% | +310+5.2% | Added |
| Beaumont Asset Management, L.L.C. | 6,240 | $1.16M | 0.52% | −1,257−16.8% | Reduced |
| Malaga Cove Capital, LLC | 6,246 | $1.17M | 0.42% | +856+15.9% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,253 | $1.17M | 0.51% | −578−8.5% | Reduced |
| Field & Main Bank | 6,265 | $1.17M | 0.34% | −852−12.0% | Reduced |
| Soltis Investment Advisors LLC | 6,280 | $1.17M | 0.08% | −532−7.8% | Reduced |
| Camden Capital, LLC | 6,368 | $1.17M | 0.08% | −149−2.3% | Reduced |
| Shepherd Financial Partners LLC | 6,299 | $1.18M | 0.11% | −1,475−19.0% | Reduced |
| Sterling Investment Counsel, LLC | 6,305 | $1.18M | 0.33% | +1,258+24.9% | Added |
| Anchor Investment Management, LLC | 6,320 | $1.18M | 0.10% | +1,483+30.7% | Added |
| Ballast, Inc. | 6,322 | $1.18M | 0.27% | +95+1.5% | Added |
| Avidian Wealth Solutions, LLC | 6,323 | $1.18M | 0.04% | +4,023+174.9% | Added |
| Prudent Man Advisors, LLC | 6,327 | $1.18M | 0.35% | +2,125+50.6% | Added |
| Krilogy Financial LLC | 6,521 | $1.18M | 0.04% | +728+12.6% | Added |
| Grove Bank & Trust | 6,364 | $1.19M | 0.13% | +471+8.0% | Added |
| Summit Global Investments | 6,378 | $1.19M | 0.07% | −125−1.9% | Reduced |
| Granite Islands Private Wealth, LLC | 6,432 | $1.19M | 1.10% | +427+7.1% | Added |
| Pictet North America Advisors SA | 6,400 | $1.19M | 0.12% | −1,586−19.9% | Reduced |
| Littlejohn Financial Services, Inc. | 6,405 | $1.20M | 0.90% | +682+11.9% | Added |
| Northstar Group, Inc. | 6,414 | $1.20M | 0.17% | −510−7.4% | Reduced |
| 1776 Wealth LLC | 6,417 | $1.20M | 0.47% | −150−2.3% | Reduced |
| PCM Encore, LLC | 6,420 | $1.20M | 0.25% | −140−2.1% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,446 | $1.20M | 0.34% | +1,196+22.8% | Added |
| Everhart Financial Group, Inc. | 6,450 | $1.20M | 0.10% | +1,399+27.7% | Added |
| Hourglass Capital, LLC | 6,450 | $1.20M | 0.25% | +6,450 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 6,462 | $1.21M | 0.19% | +246+4.0% | Added |
| Nautilus Advisors LLC | 6,470 | $1.21M | 0.83% | −219−3.3% | Reduced |
| Charter Oak Capital Management, LLC | 6,482 | $1.21M | 0.09% | −88−1.3% | Reduced |
| Birch Hill Investment Advisors LLC | 6,495 | $1.21M | 0.05% | −1,897−22.6% | Reduced |
| Navalign, LLC | 6,515 | $1.22M | 0.31% | +77+1.2% | Added |
| Edmond de Rothschild Holding S.A. | 6,516 | $1.22M | 0.02% | +60+0.9% | Added |
| Unique Wealth Strategies, LLC | 6,521 | $1.22M | 0.50% | −70−1.1% | Reduced |
| Pittenger & Anderson Inc | 6,540 | $1.22M | 0.05% | −54,546−89.3% | Reduced |
| Dana Investment Advisors, Inc. | 6,557 | $1.22M | 0.04% | −2,835−30.2% | Reduced |
| Ellevest, Inc. | 6,564 | $1.23M | 0.17% | +310+5.0% | Added |
| Westpac Banking Corp | 6,574 | $1.23M | 0.09% | −920−12.3% | Reduced |
| Capital Performance Advisors LLP | 6,601 | $1.23M | 0.08% | +970+17.2% | Added |
| Interchange Capital Partners, LLC | 4,759 | $1.23M | 0.40% | −416−8.0% | Reduced |
| Kampmann Melissa S. | 6,614 | $1.23M | 0.99% | −180−2.6% | Reduced |
| Stablepoint Partners, LLC | 6,616 | $1.24M | 0.18% | +1,023+18.3% | Added |
| HBK Sorce Advisory LLC | 6,824 | $1.24M | 0.03% | +1,071+18.6% | Added |
| Formidable Asset Management, LLC | 4,690 | $1.24M | 0.19% | +124+2.7% | Added |
| First National Advisers, LLC | 6,656 | $1.24M | 0.18% | +2,607+64.4% | Added |
| AA Financial Advisors, LLC | 6,659 | $1.24M | 0.18% | +369+5.9% | Added |
| Alliance Wealth Advisors, LLC | 6,691 | $1.25M | 0.59% | +1,780+36.2% | Added |
| Voya Financial Advisors, Inc. | 6,982 | $1.25M | 0.12% | −66−0.9% | Reduced |
| XTX Topco Ltd | 6,716 | $1.25M | 0.02% | +6,716 | New |
| Thrive Wealth Management, LLC | 6,751 | $1.26M | 0.19% | −110−1.6% | Reduced |
| Mainsail Financial Group, LLC | 6,767 | $1.26M | 0.53% | +3,129+86.0% | Added |
| OpenArc Corporate Advisory, LLC | 6,804 | $1.27M | 0.02% | +828+13.9% | Added |
| Garde Capital, Inc. | 6,820 | $1.27M | 0.08% | −10,871−61.4% | Reduced |
| Kovack Advisors, Inc. | 6,854 | $1.28M | 0.07% | −10,566−60.7% | Reduced |
| GraniteShares Advisors LLC | 6,850 | $1.28M | 0.92% | −288−4.0% | Reduced |
| Regatta Capital Group, LLC | 6,852 | $1.28M | 0.19% | −31−0.5% | Reduced |
| Cooper Financial Group | 6,859 | $1.28M | 0.13% | −1,039−13.2% | Reduced |
| Centiva Capital, LP | 6,885 | $1.29M | 0.06% | +2,274+49.3% | Added |
| Dover Advisors, LLC | 6,910 | $1.29M | 0.53% | +194+2.9% | Added |
| Brandywine Managers, LLC | 6,913 | $1.29M | 0.76% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 6,913 | $1.29M | 0.13% | −77,570−91.8% | Reduced |
| Main Street Research LLC | 6,924 | $1.29M | 0.08% | +560+8.8% | Added |
| Cambria Investment Management, L.P. | 6,945 | $1.30M | 0.07% | −1,037−13.0% | Reduced |
| Childress Capital Advisors, LLC | 6,948 | $1.30M | 0.23% | +1,349+24.1% | Added |
| Parcion Private Wealth LLC | 6,953 | $1.30M | 0.08% | +1,217+21.2% | Added |
| Argent Advisors, Inc. | 6,956 | $1.30M | 0.35% | +1,117+19.1% | Added |
| Welch & Forbes LLC | 6,965 | $1.30M | 0.02% | −1,993−22.2% | Reduced |
| Arta Finance Wealth Management LLC | 6,968 | $1.30M | 0.64% | +1,656+31.2% | Added |
| Ashton Thomas Securities, LLC | 6,972 | $1.30M | 0.16% | +1,798+34.8% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,984 | $1.30M | 0.38% | +20+0.3% | Added |
| Invst, LLC | 7,012 | $1.31M | 0.15% | −2,774−28.3% | Reduced |
| Mainstay Capital Management LLC | 7,014 | $1.31M | 0.10% | +307+4.6% | Added |
| Cito Capital Group, LLC | 7,025 | $1.31M | 0.40% | 00.0% | Unchanged |
| Tealwood Asset Management Inc | 7,034 | $1.31M | 0.60% | −20.0% | Reduced |
| Koshinski Asset Management, Inc. | 7,043 | $1.31M | 0.08% | −275−3.8% | Reduced |
| Tounjian Advisory Partners, LLC | 7,070 | $1.32M | 0.48% | +20.0% | Added |
| Okabena Investment Services Inc | 7,091 | $1.32M | 0.26% | +482+7.3% | Added |
| Grant Private Wealth Management Inc | 7,115 | $1.33M | 0.70% | +577+8.8% | Added |
| Ostrum Asset Management | 7,120 | $1.33M | 0.07% | −8,869−55.5% | Reduced |
| Qtron Investments LLC | 7,120 | $1.33M | 0.18% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 7,140 | $1.33M | 0.13% | −18,703−72.4% | Reduced |
| J. Safra Sarasin Holding AG | 7,174 | $1.34M | 0.02% | +707+10.9% | Added |
| CSM Advisors, LLC | 7,161 | $1.34M | 0.03% | −280−3.8% | Reduced |
| DeDora Capital, Inc. | 7,170 | $1.34M | 0.33% | −116−1.6% | Reduced |
| Fidelis Capital Partners, LLC | 7,177 | $1.34M | 0.10% | −2,666−27.1% | Reduced |
| KCM Investment Advisors LLC | 7,202 | $1.34M | 0.04% | −337−4.5% | Reduced |
| Neville Rodie & Shaw Inc | 7,265 | $1.36M | 0.10% | −18,785−72.1% | Reduced |
| BTC Capital Management, Inc. | 7,270 | $1.36M | 0.09% | +3,466+91.1% | Added |
| BigSur Wealth Management LLC | 7,300 | $1.36M | 0.38% | −3,700−33.6% | Reduced |
| Gen-Wealth Partners Inc | 7,314 | $1.37M | 0.43% | +871+13.5% | Added |
| Stoneridge Investment Partners LLC | 7,316 | $1.37M | 0.99% | −134−1.8% | Reduced |
| Northwest & Ethical Investments L.P. | 7,392 | $1.38M | 0.03% | +5,692+334.8% | Added |
| First National Trust Co | 7,419 | $1.38M | 0.05% | −10,265−58.0% | Reduced |
| Charter Research & Investment Group, Inc. | 7,425 | $1.39M | 0.92% | −175−2.3% | Reduced |
| Odyssean, LLC | 7,435 | $1.39M | 0.51% | +4,578+160.2% | Added |
| Elmwood Wealth Management, Inc. | 7,451 | $1.39M | 0.38% | −138−1.8% | Reduced |
| German American Bancorp, Inc. | 7,455 | $1.39M | 0.12% | +7,455 | New |
| De Burlo Group Inc | 7,455 | $1.39M | 0.32% | −650−8.0% | Reduced |
| Galaxy Digital Capital Management GP LLC | 7,475 | $1.40M | 1.80% | +7,475 | New |
| Kentucky Trust Co | 7,482 | $1.40M | 0.73% | +97+1.3% | Added |
| Axxcess Wealth Management, LLC | 7,490 | $1.40M | 0.04% | −1,535−17.0% | Reduced |