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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 9,565 | $1.79M | 0.27% | +4,618+93.3% | Added |
| Moody National Bank Trust Division | 9,577 | $1.79M | 0.17% | +1,019+11.9% | Added |
| Portfolio Design Labs, LLC | 9,596 | $1.79M | 0.32% | +571+6.3% | Added |
| TLWM | 9,610 | $1.79M | 0.32% | +489+5.4% | Added |
| Moneta Group Investment Advisors LLC | 9,628 | $1.80M | 0.01% | +664+7.4% | Added |
| Rodgers Brothers Inc. | 9,651 | $1.80M | 0.21% | +8,450+703.6% | Added |
| Dakota Wealth Management | 9,666 | $1.80M | 0.04% | −27,530−74.0% | Reduced |
| Pinnacle Holdings, LLC | 9,769 | $1.82M | 0.59% | +1,317+15.6% | Added |
| SRS Capital Advisors, Inc. | 9,791 | $1.83M | 0.05% | −2,265−18.8% | Reduced |
| Venturi Wealth Management, LLC | 9,833 | $1.84M | 0.08% | +1,149+13.2% | Added |
| Rockland Trust Co | 9,868 | $1.84M | 0.07% | −2,395−19.5% | Reduced |
| Ronald Blue Trust, Inc. | 9,914 | $1.85M | 0.02% | −211−2.1% | Reduced |
| Syon Capital LLC | 9,945 | $1.86M | 0.09% | −1,299−11.6% | Reduced |
| Cumberland Partners Ltd | 10,000 | $1.87M | 0.14% | −12,600−55.8% | Reduced |
| Kamunting Street Capital Management, L.P. | 10,000 | $1.87M | 1.02% | −5,000−33.3% | Reduced |
| Jamison Private Wealth Management, Inc. | 10,031 | $1.87M | 0.23% | +411+4.3% | Added |
| Aft, Forsyth & Company, Inc. | 10,039 | $1.87M | 0.88% | −65−0.6% | Reduced |
| Cache Advisors, LLC | 10,101 | $1.89M | 0.22% | +433+4.5% | Added |
| Caliber Wealth Management, LLC | 10,153 | $1.90M | 0.21% | +2,040+25.1% | Added |
| First County Bank | 10,154 | $1.90M | 1.01% | +5,073+99.8% | Added |
| Stansberry Asset Management, LLC | 10,158 | $1.90M | 0.19% | −3,261−24.3% | Reduced |
| Sculati Wealth Management, LLC | 10,162 | $1.90M | 0.70% | +391+4.0% | Added |
| Bangor Savings Bank | 10,243 | $1.91M | 0.15% | +3,105+43.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,311 | $1.92M | 0.17% | +40+0.4% | Added |
| Jones Kertz & Associates, Inc. | 10,373 | $1.94M | 1.03% | +80+0.8% | Added |
| Roundview Capital LLC | 10,417 | $1.94M | 0.12% | −766−6.8% | Reduced |
| Eagle Strategies LLC | 10,443 | $1.95M | 0.23% | −4,581−30.5% | Reduced |
| BCJ Capital Management, LLC | 10,456 | $1.95M | 0.10% | +2,629+33.6% | Added |
| Fulton Bank, N.A. | 10,501 | $1.96M | 0.07% | −272−2.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 10,552 | $1.97M | 0.59% | +1,204+12.9% | Added |
| OMC Financial Services LTD | 10,561 | $1.97M | 0.76% | −62−0.6% | Reduced |
| Missouri Trust & Investment Co | 10,629 | $1.98M | 0.58% | +540+5.4% | Added |
| Trust Asset Management LLC | 10,637 | $1.99M | 0.14% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 10,640 | $1.99M | 0.15% | +10,640 | New |
| Kornitzer Capital Management Inc | 10,655 | $1.99M | 0.04% | −2,305−17.8% | Reduced |
| Demars Financial Group, LLC | 10,656 | $1.99M | 0.65% | +6,108+134.3% | Added |
| Monarch Capital Management Inc | 10,704 | $2.00M | 0.49% | +5,213+94.9% | Added |
| Finer Wealth Management, Inc. | 10,735 | $2.00M | 1.01% | −2,636−19.7% | Reduced |
| Morangie Management LLC | 10,774 | $2.01M | 1.85% | +331+3.2% | Added |
| Parr McKnight Wealth Management Group, LLC | 10,807 | $2.02M | 0.26% | +8,144+305.8% | Added |
| Icon Advisers Inc | 10,862 | $2.03M | 0.47% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 10,869 | $2.03M | 0.10% | −1,566−12.6% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 10,876 | $2.03M | 0.93% | −2,751−20.2% | Reduced |
| Mattern Capital Management, LLC | 10,927 | $2.04M | 0.24% | +5,947+119.4% | Added |
| Hillman Capital Management, Inc. | 10,956 | $2.05M | 1.42% | +559+5.4% | Added |
| Insigneo Advisory Services, LLC | 10,975 | $2.05M | 0.15% | +248+2.3% | Added |
| Alta Capital Management LLC | 11,011 | $2.06M | 0.16% | +268+2.5% | Added |
| Teamwork Financial Advisors, LLC | 11,019 | $2.06M | 0.23% | +2,330+26.8% | Added |
| Nations Financial Group Inc, | 11,058 | $2.06M | 0.11% | +428+4.0% | Added |
| Fragasso Group Inc. | 11,199 | $2.07M | 0.13% | −3,755−25.1% | Reduced |
| United Bank | 11,105 | $2.07M | 0.69% | −845−7.1% | Reduced |
| Cornerstone Wealth Management, LLC | 11,138 | $2.08M | 0.10% | +575+5.4% | Added |
| Nilsine Partners, LLC | 11,546 | $2.08M | 0.16% | +4,354+60.5% | Added |
| VestGen Advisors, LLC | 12,165 | $2.08M | 0.06% | −5,642−31.7% | Reduced |
| CWA Asset Management Group, LLC | 11,173 | $2.09M | 0.07% | +1,419+14.5% | Added |
| Valicenti Advisory Services Inc | 11,188 | $2.09M | 0.45% | −164−1.4% | Reduced |
| Williams & Novak, LLC | 11,227 | $2.09M | 1.57% | +11,227 | New |
| Houlihan Financial Resource Group, Ltd. | 11,208 | $2.09M | 0.82% | −90−0.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 11,220 | $2.09M | 0.01% | −287−2.5% | Reduced |
| PFG Investments, LLC | 11,217 | $2.09M | 0.10% | +113+1.0% | Added |
| Sofos Investments, Inc. | 11,245 | $2.10M | 0.37% | +744+7.1% | Added |
| EverSource Wealth Advisors, LLC | 11,249 | $2.10M | 0.06% | +2,056+22.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 11,280 | $2.11M | 1.36% | −291−2.5% | Reduced |
| Boomfish Wealth Group, LLC | 11,329 | $2.11M | 1.13% | +230+2.1% | Added |
| Next Capital Management LLC | 11,350 | $2.12M | 0.64% | +11,350 | New |
| Jacobi Capital Management LLC | 11,356 | $2.12M | 0.12% | +2,214+24.2% | Added |
| Legacy Financial Advisors, Inc. | 11,379 | $2.12M | 0.30% | −420−3.6% | Reduced |
| Atala Financial Inc | 11,432 | $2.13M | 1.43% | +607+5.6% | Added |
| M Holdings Securities, Inc. | 11,878 | $2.13M | 0.14% | +11,878 | New |
| Hunter Perkins Capital Management, LLC | 11,481 | $2.14M | 0.50% | +11,481 | New |
| BankPlus Trust Department | 11,482 | $2.14M | 0.57% | +3,397+42.0% | Added |
| Harrell Investment Partners, LLC | 11,500 | $2.15M | 0.51% | −797−6.5% | Reduced |
| Generali Investments, Management Co LLC | 11,502 | $2.15M | 0.50% | +4,894+74.1% | Added |
| Aspiriant, LLC | 11,525 | $2.15M | 0.06% | −102−0.9% | Reduced |
| Independence Bank of Kentucky | 11,553 | $2.16M | 0.27% | −949−7.6% | Reduced |
| Parsonex Advisory Services, Inc. | 11,569 | $2.16M | 2.11% | −1,419−10.9% | Reduced |
| Volterra Technologies LP | 11,593 | $2.16M | 1.54% | +11,593 | New |
| GPM Growth Investors, Inc. | 11,683 | $2.18M | 0.92% | −266−2.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 11,683 | $2.18M | 0.37% | +7,483+178.2% | Added |
| Gs Investments, Inc. | 11,693 | $2.18M | 1.25% | −50.0% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 11,716 | $2.19M | 0.01% | +11,716 | New |
| AXS Investments LLC | 11,718 | $2.19M | 0.88% | −1,618−12.1% | Reduced |
| Osmosis Investment Management UK Ltd | 11,741 | $2.19M | 0.06% | −32,352−73.4% | Reduced |
| KPP Advisory Services LLC | 11,795 | $2.20M | 0.32% | −322−2.7% | Reduced |
| New Hampshire Trust | 11,877 | $2.22M | 0.45% | +439+3.8% | Added |
| Kelly Lawrence W & Associates Inc | 11,893 | $2.22M | 0.62% | −238−2.0% | Reduced |
| Advisors Preferred, LLC | 11,900 | $2.22M | 0.33% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 11,900 | $2.22M | 0.31% | +11,900 | New |
| Sovran Advisors, LLC | 12,627 | $2.23M | 0.17% | +2,611+26.1% | Added |
| Parsons Capital Management Inc | 11,952 | $2.23M | 0.10% | −4,409−26.9% | Reduced |
| LifePlan Financial, LLC | 11,974 | $2.24M | 1.65% | +2,090+21.1% | Added |
| Norway Savings Bank | 11,986 | $2.24M | 1.06% | +182+1.5% | Added |
| Wright Investors Service Inc | 12,136 | $2.27M | 0.71% | +5,950+96.2% | Added |
| Wealthedge Investment Advisors, LLC | 12,145 | $2.27M | 0.83% | +12,145 | New |
| Twin Capital Management Inc | 12,151 | $2.27M | 0.29% | −306−2.5% | Reduced |
| Boyd Watterson Asset Management LLC | 12,163 | $2.27M | 0.70% | +2,030+20.0% | Added |
| Hills Bank & Trust Co | 12,319 | $2.30M | 0.11% | −4,385−26.3% | Reduced |
| Centaurus Financial, Inc. | 12,405 | $2.32M | 0.11% | −3,578−22.4% | Reduced |
| Lazard Freres Gestion S.A.S. | 12,445 | $2.32M | 0.05% | −23,409−65.3% | Reduced |
| Winch Advisory Services, LLC | 12,474 | $2.33M | 0.53% | +103+0.8% | Added |