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 |
|---|---|---|---|---|---|
| Convergence Financial, LLC | 7,493 | $1.40M | 0.15% | −61−0.8% | Reduced |
| Atlas Brown,Inc. | 7,513 | $1.40M | 0.42% | +118+1.6% | Added |
| Fulcrum Asset Management LLP | 7,631 | $1.41M | 0.21% | +900+13.4% | Added |
| Procyon Private Wealth Partners, LLC | 7,575 | $1.41M | 0.07% | +167+2.3% | Added |
| Larson Financial Group LLC | 7,612 | $1.42M | 0.05% | +1,267+20.0% | Added |
| WSFS Capital Management, LLC | 7,617 | $1.42M | 0.07% | −160−2.1% | Reduced |
| Asset One Wealth Management LLC | 7,618 | $1.43M | 0.16% | −6,842−47.3% | Reduced |
| Integrated Advisors Network LLC | 7,645 | $1.43M | 0.07% | −3,810−33.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 7,657 | $1.43M | 0.11% | +1,112+17.0% | Added |
| Intrust Bank NA | 7,669 | $1.43M | 0.12% | +761+11.0% | Added |
| Wiregrass Investment Management LLC | 7,682 | $1.43M | 1.19% | +3,129+68.7% | Added |
| Boyar Asset Management Inc. | 7,694 | $1.44M | 0.82% | +7,694 | New |
| Beacon Investment Advisors LLC | 7,712 | $1.44M | 0.54% | +2,511+48.3% | Added |
| Keeler Thomas Management LLC | 7,721 | $1.44M | 0.61% | +7,721 | New |
| SageView Advisory Group, LLC | 7,751 | $1.45M | 0.05% | −325−4.0% | Reduced |
| Ahara Advisors LLC | 7,762 | $1.45M | 1.21% | +1,246+19.1% | Added |
| Thoroughbred Financial Services, LLC | 7,779 | $1.45M | 0.09% | −1,226−13.6% | Reduced |
| Naviter Wealth, LLC | 7,795 | $1.46M | 0.18% | +268+3.6% | Added |
| Three Seasons Wealth, LLC | 7,802 | $1.46M | 0.56% | +6,727+625.8% | Added |
| Robertson Stephens Wealth Management, LLC | 7,803 | $1.46M | 0.04% | +791+11.3% | Added |
| Glen Eagle Advisors, LLC | 7,815 | $1.46M | 0.20% | −3,283−29.6% | Reduced |
| Sax Wealth Advisors, LLC | 5,528 | $1.46M | 0.07% | −132−2.3% | Reduced |
| AMG National Trust Bank | 7,857 | $1.47M | 0.03% | −8,378−51.6% | Reduced |
| Chiron Capital Management, LLC | 7,858 | $1.47M | 1.50% | +7,858 | New |
| Meiji Yasuda Asset Management Co Ltd. | 7,879 | $1.47M | 0.07% | −159−2.0% | Reduced |
| Flagship Harbor Advisors, LLC | 7,883 | $1.47M | 0.06% | −3,374−30.0% | Reduced |
| Transcend Wealth Collective, LLC | 7,887 | $1.47M | 0.12% | +1,222+18.3% | Added |
| Jefferson Bridge Capital, LLC | 7,919 | $1.48M | 1.47% | +1,605+25.4% | Added |
| Buckland Partners Management Co LLC | 7,932 | $1.48M | 0.90% | +5,700+255.4% | Added |
| Avantax Planning Partners, Inc. | 7,978 | $1.49M | 0.04% | +1,739+27.9% | Added |
| Howard Capital Management Inc. | 8,056 | $1.50M | 0.02% | −3,472−30.1% | Reduced |
| Avestar Capital, LLC | 8,069 | $1.51M | 0.10% | −2,541−23.9% | Reduced |
| PeakShares LLC | 8,070 | $1.51M | 1.38% | +2,534+45.8% | Added |
| KLCM Advisors, Inc. | 8,078 | $1.51M | 0.13% | +8,078 | New |
| Hancock Whitney Corp | 8,482 | $1.51M | 0.03% | −7,009−45.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,090 | $1.51M | 0.05% | −6,077−42.9% | Reduced |
| Chemistry Wealth Management LLC | 8,092 | $1.51M | 0.27% | +2,310+40.0% | Added |
| Catalyst Financial Partners LLC | 8,107 | $1.51M | 0.18% | +2,116+35.3% | Added |
| Cozad Asset Management Inc | 8,120 | $1.52M | 0.12% | −6,125−43.0% | Reduced |
| Sivia Capital Partners, LLC | 8,164 | $1.52M | 0.30% | +4,371+115.2% | Added |
| Bay Rivers Group | 8,205 | $1.53M | 0.64% | −1,225−13.0% | Reduced |
| Bridgeway Capital Management, LLC | 8,230 | $1.54M | 0.03% | 00.0% | Unchanged |
| Umpqua Bank | 8,234 | $1.54M | 0.44% | −182−2.2% | Reduced |
| VCI Wealth Management LLC | 8,257 | $1.54M | 0.43% | +8,257 | New |
| Abacus Wealth Partners, LLC | 8,274 | $1.54M | 0.14% | +689+9.1% | Added |
| John G Ullman & Associates Inc | 8,283 | $1.55M | 0.20% | −3,567−30.1% | Reduced |
| WD Rutherford LLC | 8,285 | $1.55M | 0.69% | −240−2.8% | Reduced |
| HighVista Strategies LLC | 8,313 | $1.55M | 0.43% | −300−3.5% | Reduced |
| Aaron Wealth Advisors | 8,317 | $1.55M | 0.09% | −3,660−30.6% | Reduced |
| DB Fitzpatrick & Co, Inc | 8,330 | $1.55M | 1.33% | +2,864+52.4% | Added |
| Power Wealth Management LLC | 8,332 | $1.56M | 0.58% | −638−7.1% | Reduced |
| Steinberg Asset Management LLC | 8,348 | $1.56M | 1.01% | 00.0% | Unchanged |
| Orin Green Financial, LLC | 8,372 | $1.56M | 0.64% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8,403 | $1.57M | 0.05% | −118−1.4% | Reduced |
| Harbour Investments, Inc. | 8,418 | $1.57M | 0.02% | +4,062+93.3% | Added |
| Cullinan Associates Inc | 8,455 | $1.58M | 0.13% | −3,445−28.9% | Reduced |
| SCS Capital Management LLC | 8,467 | $1.58M | 0.02% | −2,225−20.8% | Reduced |
| Collaborative Fund Advisors, LLC | 8,544 | $1.59M | 0.99% | +8,544 | New |
| National Asset Management, Inc. | 8,622 | $1.60M | 0.10% | −4,128−32.4% | Reduced |
| Paradigm Financial Partners, LLC | 8,556 | $1.60M | 0.29% | −3,794−30.7% | Reduced |
| Arthur M. Cohen & Associates, LLC | 8,602 | $1.60M | 0.28% | −465−5.1% | Reduced |
| FOCUS Wealth Advisors, LLC | 8,619 | $1.61M | 0.79% | −469−5.2% | Reduced |
| Chicago Partners Investment Group LLC | 8,487 | $1.61M | 0.04% | −72−0.8% | Reduced |
| Vectors Research Management, LLC | 8,661 | $1.62M | 0.47% | +8,661 | New |
| Smithbridge Asset Management Inc | 8,676 | $1.62M | 0.24% | −10,227−54.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,680 | $1.62M | 0.03% | −1,230−12.4% | Reduced |
| Cigna Investments Inc | 8,710 | $1.63M | 0.25% | −335−3.7% | Reduced |
| Great Lakes Retirement, Inc. | 8,717 | $1.63M | 0.17% | +826+10.5% | Added |
| Nelson Capital Management, LLC | 8,723 | $1.63M | 0.20% | +142+1.7% | Added |
| SeaCrest Wealth Management, LLC | 8,723 | $1.63M | 0.17% | −571−6.1% | Reduced |
| Triangle Securities Wealth Management | 8,752 | $1.63M | 0.37% | +284+3.4% | Added |
| Silvant Capital Management LLC | 8,817 | $1.65M | 0.06% | +550+6.7% | Added |
| Frec Markets, Inc. | 8,829 | $1.65M | 0.28% | +3,049+52.8% | Added |
| Evoke Wealth, LLC | 8,873 | $1.66M | 0.03% | +1,262+16.6% | Added |
| Cetera Trust Company, N.A | 8,876 | $1.66M | 0.94% | −570−6.0% | Reduced |
| Citizens & Northern Corp | 8,947 | $1.67M | 0.42% | +480+5.7% | Added |
| First American Bank | 8,967 | $1.67M | 0.11% | −5,451−37.8% | Reduced |
| Sowell Financial Services LLC | 8,969 | $1.67M | 0.06% | −253−2.7% | Reduced |
| WP Advisors, LLC | 8,975 | $1.68M | 0.43% | +451+5.3% | Added |
| Rossmore Private Capital | 8,978 | $1.68M | 0.15% | −195−2.1% | Reduced |
| Highland Capital Management, LLC | 8,991 | $1.68M | 0.09% | +8,991 | New |
| Premier Path Wealth Partners, LLC | 9,044 | $1.69M | 0.22% | −379−4.0% | Reduced |
| VELA Investment Management, LLC | 9,107 | $1.70M | 0.44% | +2,264+33.1% | Added |
| Hudson Canyon Capital Management | 9,150 | $1.71M | 1.05% | +1,295+16.5% | Added |
| Winton Group Ltd | 9,174 | $1.71M | 0.06% | +5,756+168.4% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 9,183 | $1.71M | 0.15% | 00.0% | Unchanged |
| Boltwood Capital Management | 9,216 | $1.72M | 0.44% | +65+0.7% | Added |
| Elevated Financial Group LLC | 9,324 | $1.74M | 0.58% | +315+3.5% | Added |
| Connable Office Inc | 9,338 | $1.74M | 0.17% | −8,274−47.0% | Reduced |
| Midwest Professional Planners, LTD. | 9,340 | $1.74M | 0.41% | −206−2.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 9,387 | $1.75M | 0.04% | −2,552−21.4% | Reduced |
| HF Advisory Group, LLC | 9,409 | $1.76M | 0.60% | +2,108+28.9% | Added |
| SWP Investment Management LLC | 9,410 | $1.76M | 1.31% | +9,410 | New |
| Rare Wolf Capital LLC | 9,455 | $1.76M | 1.14% | +2,508+36.1% | Added |
| Valley National Advisers Inc | 9,460 | $1.76M | 0.23% | −372−3.8% | Reduced |
| Compton Wealth Advisory Group, LLC | 9,487 | $1.77M | 0.39% | +101+1.1% | Added |
| Center for Financial Planning, Inc. | 9,470 | $1.77M | 0.18% | +1,704+21.9% | Added |
| Journey Strategic Wealth LLC | 9,482 | $1.77M | 0.04% | +3,604+61.3% | Added |
| Tiemann Investment Advisors, LLC | 9,520 | $1.78M | 0.70% | −60−0.6% | Reduced |
| Sanders Morris Harris LLC | 9,557 | $1.78M | 0.28% | +9,557 | New |