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 |
|---|---|---|---|---|---|
| McDonald Partners LLC | 12,477 | $2.33M | 0.55% | +12,477 | New |
| Buckingham Strategic Partners | 12,497 | $2.33M | 0.02% | +4,746+61.2% | Added |
| Jefferies Financial Group Inc. | 12,518 | $2.34M | 0.03% | −13,514−51.9% | Reduced |
| Lafayette Investments, Inc. | 12,536 | $2.34M | 0.47% | +10,658+567.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 12,567 | $2.35M | 0.79% | −20,112−61.5% | Reduced |
| Howard Hughes Medical Institute | 12,612 | $2.35M | 0.57% | +12,407+6,052.2% | Added |
| First Horizon Corp | 12,621 | $2.36M | 0.10% | −461−3.5% | Reduced |
| Cove Private Wealth, LLC | 12,647 | $2.36M | 0.54% | +3,347+36.0% | Added |
| Wealthcare Advisory Partners LLC | 12,700 | $2.37M | 0.05% | −163−1.3% | Reduced |
| Cornerstone Planning, LLC | 12,699 | $2.37M | 0.54% | +2,235+21.4% | Added |
| Capital Investment Advisors, LLC | 12,867 | $2.40M | 0.04% | +2,233+21.0% | Added |
| Edentree Asset Management Ltd | 12,987 | $2.42M | 0.73% | −32,611−71.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 13,000 | $2.43M | 0.14% | −21,366−62.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 13,064 | $2.44M | 0.14% | +1,405+12.1% | Added |
| Concord Asset Management, LLC | 13,074 | $2.44M | 0.41% | +2,580+24.6% | Added |
| HBW Advisory Services LLC | 13,098 | $2.44M | 0.26% | +57+0.4% | Added |
| LVM Capital Management Ltd | 13,120 | $2.45M | 0.23% | −35,431−73.0% | Reduced |
| Cohen Investment Advisors LLC | 13,146 | $2.45M | 1.17% | −254−1.9% | Reduced |
| GKV Capital Management Co., Inc. | 13,174 | $2.46M | 0.92% | +1,150+9.6% | Added |
| RFG Advisory, LLC | 13,177 | $2.46M | 0.05% | +2,088+18.8% | Added |
| Frank, Rimerman Advisors LLC | 13,177 | $2.46M | 0.16% | −71−0.5% | Reduced |
| Resonant Capital Advisors, LLC | 13,179 | $2.46M | 0.13% | +1,611+13.9% | Added |
| Quantbot Technologies LP | 13,208 | $2.47M | 0.10% | +13,208 | New |
| Change Path, LLC | 13,230 | $2.47M | 0.06% | −120−0.9% | Reduced |
| HighPoint Advisor Group LLC | 13,281 | $2.48M | 0.10% | −30,316−69.5% | Reduced |
| Gladstone Institutional Advisory LLC | 13,340 | $2.49M | 0.09% | −837−5.9% | Reduced |
| Nixon Peabody Trust Co | 13,388 | $2.50M | 0.20% | −48,866−78.5% | Reduced |
| WealthShield Partners, LLC | 13,403 | $2.50M | 0.28% | −1,140−7.8% | Reduced |
| IHT Wealth Management, LLC | 13,439 | $2.51M | 0.06% | +486+3.8% | Added |
| Zhang Financial LLC | 13,449 | $2.51M | 0.09% | +3,215+31.4% | Added |
| Laurel Wealth Advisors LLC | 13,828 | $2.51M | 0.25% | −448−3.1% | Reduced |
| Sandhill Capital Partners LLC | 13,517 | $2.52M | 0.22% | −1,369−9.2% | Reduced |
| Linscomb & Williams, Inc. | 13,531 | $2.53M | 0.11% | −3,829−22.1% | Reduced |
| Kentucky Retirement Systems | 45,802 | $2.53M | 0.19% | −12,818−21.9% | Reduced |
| Mission Wealth Management, LP | 13,558 | $2.53M | 0.05% | −1,337−9.0% | Reduced |
| Concord Wealth Partners | 13,559 | $2.53M | 0.33% | +2,591+23.6% | Added |
| Savvy Advisors, Inc. | 13,571 | $2.53M | 0.07% | +2,741+25.3% | Added |
| Community Bank, N.A. | 13,632 | $2.54M | 0.30% | +3,860+39.5% | Added |
| Beech Hill Advisors, Inc. | 13,665 | $2.55M | 1.28% | +2,645+24.0% | Added |
| AlphaCore Capital LLC | 13,705 | $2.56M | 0.06% | +1,574+13.0% | Added |
| MV Capital Management, Inc. | 13,707 | $2.56M | 0.25% | +315+2.4% | Added |
| Coastal Bridge Advisors, LLC | 13,718 | $2.56M | 0.18% | +3,388+32.8% | Added |
| CFC Planning Co LLC | 13,730 | $2.56M | 1.85% | +2,516+22.4% | Added |
| St. Louis Financial Planners Asset Management, LLC | 13,777 | $2.57M | 1.46% | +2,895+26.6% | Added |
| Caldwell Trust Co | 13,778 | $2.57M | 0.23% | −795−5.5% | Reduced |
| Sterling Capital Management LLC | 13,808 | $2.58M | 0.05% | −1,849−11.8% | Reduced |
| South State Corp. | 13,822 | $2.58M | 0.12% | −1,797−11.5% | Reduced |
| 180 Wealth Advisors, LLC | 13,838 | $2.58M | 0.29% | +2,730+24.6% | Added |
| Atomi Financial Group, Inc. | 13,855 | $2.59M | 0.08% | −3,926−22.1% | Reduced |
| Resources Management Corp | 13,904 | $2.60M | 0.34% | +1,639+13.4% | Added |
| NorthRock Partners, LLC | 13,929 | $2.60M | 0.04% | +2,059+17.3% | Added |
| Hall Laurie J Trustee | 13,961 | $2.61M | 0.92% | +395+2.9% | Added |
| Nicollet Investment Management, Inc. | 14,009 | $2.62M | 0.90% | −372−2.6% | Reduced |
| CCM Investment Advisers LLC | 14,038 | $2.62M | 0.25% | −2,667−16.0% | Reduced |
| Capula Management Ltd | 14,055 | $2.62M | 0.02% | +12,508+808.5% | Added |
| Advocate Group LLC | 14,091 | $2.63M | 0.41% | +1,314+10.3% | Added |
| Trust Co of Toledo NA | 14,157 | $2.64M | 0.25% | −284−2.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,314 | $2.67M | 0.15% | −8,483−37.2% | Reduced |
| Palumbo Wealth Management LLC | 14,406 | $2.69M | 0.66% | +1,789+14.2% | Added |
| Corvex Management LP | 14,500 | $2.71M | 0.11% | 00.0% | Unchanged |
| RMR Wealth Builders | 14,581 | $2.72M | 0.21% | +4,061+38.6% | Added |
| SFE Investment Counsel | 14,593 | $2.72M | 0.44% | −2,801−16.1% | Reduced |
| Westwood Holdings Group Inc. | 14,618 | $2.73M | 0.02% | −195,264−93.0% | Reduced |
| Resources Investment Advisors, LLC. | 14,643 | $2.73M | 0.03% | −2,803−16.1% | Reduced |
| Western Wealth Management, LLC | 14,663 | $2.74M | 0.11% | +4,799+48.7% | Added |
| Shikiar Asset Management Inc | 14,707 | $2.75M | 0.79% | −15,260−50.9% | Reduced |
| Meyer Handelman Co | 14,710 | $2.75M | 0.09% | −13,506−47.9% | Reduced |
| Flputnam Investment Management Co | 14,726 | $2.75M | 0.04% | −51,929−77.9% | Reduced |
| South Dakota Investment Council | 14,769 | $2.76M | 0.05% | +7,141+93.6% | Added |
| Private Wealth Partners, LLC | 14,782 | $2.76M | 0.21% | −3,607−19.6% | Reduced |
| Ledyard National Bank | 14,831 | $2.77M | 0.24% | +1,364+10.1% | Added |
| Bailard, Inc. | 14,847 | $2.77M | 0.06% | −79−0.5% | Reduced |
| GAMMA Investing LLC | 14,896 | $2.78M | 0.13% | −992−6.2% | Reduced |
| Garrett Investment Advisors LLC | 14,925 | $2.79M | 0.22% | +596+4.2% | Added |
| Legacy Private Trust Co. | 15,022 | $2.80M | 0.17% | +9,159+156.2% | Added |
| Aquatic Capital Management LLC | 15,081 | $2.82M | 0.08% | −10,712−41.5% | Reduced |
| IPG Investment Advisors LLC | 15,084 | $2.82M | 0.48% | +2,687+21.7% | Added |
| Means Investment Co., Inc. | 15,091 | $2.82M | 0.25% | −639−4.1% | Reduced |
| Partners Capital Investment Group, LLP | 15,137 | $2.83M | 0.11% | −1,770−10.5% | Reduced |
| BFSG, LLC | 15,217 | $2.84M | 0.27% | +4,660+44.1% | Added |
| J.W. Cole Advisors, Inc. | 15,220 | $2.84M | 0.10% | −1,452−8.7% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 15,256 | $2.85M | 0.94% | +400+2.7% | Added |
| Morton Community Bank | 15,282 | $2.85M | 0.62% | +377+2.5% | Added |
| Whittier Trust Co of Nevada Inc | 15,431 | $2.86M | 0.06% | −1,018−6.2% | Reduced |
| Lyell Wealth Management, LP | 15,355 | $2.87M | 0.21% | −36,739−70.5% | Reduced |
| Krane Funds Advisors LLC | 15,484 | $2.87M | 0.12% | +7,230+87.6% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,455 | $2.88M | 0.15% | −3,284−17.5% | Reduced |
| Great Valley Advisor Group, Inc. | 15,480 | $2.89M | 0.05% | −20,842−57.4% | Reduced |
| RV Capital GmbH | 15,511 | $2.90M | 0.76% | +4,531+41.3% | Added |
| Condor Capital Management | 15,519 | $2.90M | 0.24% | −184−1.2% | Reduced |
| AustralianSuper Pty Ltd | 15,564 | $2.91M | 0.02% | +7,037+82.5% | Added |
| Ocean Capital Management, LLC | 15,622 | $2.92M | 0.60% | −560−3.5% | Reduced |
| Systematic Alpha Investments, LLC | 15,624 | $2.92M | 0.10% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 15,696 | $2.93M | 0.06% | +4,290+37.6% | Added |
| Diversified Trust Co | 15,756 | $2.94M | 0.05% | −1,139−6.7% | Reduced |
| Bank Hapoalim BM | 15,759 | $2.94M | 0.45% | −1,743−10.0% | Reduced |
| Ossiam | 15,806 | $2.95M | 0.05% | +1,406+9.8% | Added |
| Meeder Advisory Services, Inc. | 15,850 | $2.96M | 0.12% | +40+0.3% | Added |
| Equitable Trust Co | 15,880 | $2.96M | 0.14% | −31,148−66.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 15,938 | $2.98M | 0.88% | +2,068+14.9% | Added |