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 |
|---|---|---|---|---|---|
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $2.99M | 0.91% | 00.0% | Unchanged |
| Smith, Salley & Associates | 16,001 | $2.99M | 0.15% | +1,566+10.8% | Added |
| Mandatum Life Insurance Co Ltd | 16,088 | $3.00M | 0.68% | +16,088 | New |
| Smartleaf Asset Management LLC | 16,232 | $3.00M | 0.11% | −565−3.4% | Reduced |
| TCW Group Inc | 16,121 | $3.01M | 0.02% | −560,653−97.2% | Reduced |
| First Citizens Bank & Trust Co | 16,145 | $3.01M | 0.06% | +12,597+355.0% | Added |
| Investment Research & Advisory Group, Inc. | 16,208 | $3.03M | 1.07% | −143−0.9% | Reduced |
| Canandaigua National Corp | 16,253 | $3.03M | 0.27% | +16,253 | New |
| Capital Group Investment Management Pte. Ltd. | 16,291 | $3.04M | 0.52% | −11,075−40.5% | Reduced |
| Ritholtz Wealth Management | 16,294 | $3.04M | 0.05% | +1,939+13.5% | Added |
| Azzad Asset Management Inc | 16,393 | $3.06M | 0.31% | −69−0.4% | Reduced |
| Mubadala Investment Co PJSC | 16,425 | $3.07M | 0.01% | +16,425 | New |
| Wedmont Private Capital | 17,402 | $3.07M | 0.10% | −1,560−8.2% | Reduced |
| Miracle Mile Advisors, LLC | 16,453 | $3.07M | 0.04% | +1,542+10.3% | Added |
| Pine Valley Investments Ltd Liability Co | 16,460 | $3.07M | 0.15% | +10,854+193.6% | Added |
| Boston Partners | 16,490 | $3.08M | 0.00% | +209+1.3% | Added |
| Graphene Investments SAS | 16,500 | $3.08M | 2.07% | +3,800+29.9% | Added |
| NBT Bank N A | 16,527 | $3.09M | 0.20% | +1,532+10.2% | Added |
| West Michigan Advisors, LLC | 16,527 | $3.09M | 0.68% | +1,925+13.2% | Added |
| Optas, LLC | 16,582 | $3.10M | 0.47% | −652−3.8% | Reduced |
| Bradley Foster & Sargent Inc | 16,592 | $3.10M | 0.05% | −22,986−58.1% | Reduced |
| Quantitative Investment Management, LLC | 16,754 | $3.13M | 0.32% | −3,520−17.4% | Reduced |
| Institute for Wealth Management, LLC. | 16,861 | $3.15M | 0.34% | +7,212+74.7% | Added |
| Phoenix Holdings Ltd. | 16,943 | $3.16M | 0.03% | −17,986−51.5% | Reduced |
| Modus Advisors, LLC | 16,974 | $3.17M | 0.87% | +1,421+9.1% | Added |
| Peloton Wealth Strategists | 16,978 | $3.17M | 1.28% | −5,550−24.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 16,992 | $3.17M | 0.53% | +1,710+11.2% | Added |
| Kepler Cheuvreux (Suisse) SA | 16,992 | $3.17M | 0.21% | +12,568+284.1% | Added |
| Sagespring Wealth Partners, LLC | 16,993 | $3.17M | 0.06% | +128+0.8% | Added |
| Inspire Trust Co, N.A. | 17,021 | $3.18M | 0.49% | +80.0% | Added |
| Sepio Capital, LP | 17,028 | $3.18M | 0.17% | +1,091+6.8% | Added |
| Hixon Zuercher, LLC | 17,054 | $3.18M | 0.99% | +2,332+15.8% | Added |
| Capstone Investment Advisors, LLC | 17,149 | $3.20M | 0.03% | +7,679+81.1% | Added |
| RNC Capital Management LLC | 17,171 | $3.21M | 0.14% | +6,097+55.1% | Added |
| Portside Wealth Group, LLC | 17,299 | $3.23M | 0.44% | +4,902+39.5% | Added |
| Gateway Investment Advisers LLC | 17,308 | $3.23M | 0.04% | −37,571−68.5% | Reduced |
| Glassy Mountain Advisors, Inc. | 17,355 | $3.24M | 1.01% | +1,699+10.9% | Added |
| Sigma Planning Corp | 17,374 | $3.24M | 0.09% | −6,346−26.8% | Reduced |
| Collar Capital Management, LLC | 17,388 | $3.25M | 2.10% | +3,022+21.0% | Added |
| Arrow Financial Corp | 17,398 | $3.25M | 0.33% | +1,852+11.9% | Added |
| Woodmont Investment Counsel LLC | 17,448 | $3.26M | 0.20% | +2,918+20.1% | Added |
| Evolve Private Wealth, LLC | 17,490 | $3.26M | 0.17% | −1,296−6.9% | Reduced |
| Element Capital Management LLC | 17,500 | $3.27M | 1.28% | +17,500 | New |
| Arlington Financial Advisors, LLC | 17,600 | $3.29M | 0.47% | +1,664+10.4% | Added |
| Sherman Porfolios, LLC | 17,677 | $3.30M | 0.25% | +17,677 | New |
| Tema ETFs LLC | 17,750 | $3.31M | 0.22% | +91+0.5% | Added |
| Milestone Asset Management, LLC | 17,831 | $3.33M | 0.61% | +15,082+548.6% | Added |
| Essex Investment Management Co LLC | 17,854 | $3.33M | 0.53% | −1,226−6.4% | Reduced |
| Adviser Investments LLC | 18,021 | $3.36M | 0.04% | −30,952−63.2% | Reduced |
| Vickerman Investment Advisors, Inc. | 18,032 | $3.37M | 0.71% | −70−0.4% | Reduced |
| Hohimer Wealth Management, LLC | 18,136 | $3.39M | 0.41% | +12,045+197.8% | Added |
| Ballentine Partners, LLC | 18,169 | $3.39M | 0.05% | −2,824−13.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,236 | $3.40M | 0.10% | +1,995+12.3% | Added |
| Huntleigh Advisors, Inc. | 18,353 | $3.43M | 0.59% | +18,353 | New |
| Roberts Wealth Advisors, LLC | 18,400 | $3.43M | 0.87% | +619+3.5% | Added |
| Courier Capital LLC | 18,517 | $3.46M | 0.19% | +5,931+47.1% | Added |
| SBI Securities Co., Ltd. | 18,529 | $3.46M | 0.10% | −645−3.4% | Reduced |
| Marion Wealth Management | 18,600 | $3.47M | 0.77% | +4,540+32.3% | Added |
| AlTi Global, Inc. | 18,832 | $3.52M | 0.08% | −205−1.1% | Reduced |
| RMB Capital Management, LLC | 18,872 | $3.52M | 0.06% | −155,305−89.2% | Reduced |
| Whalerock Point Partners, LLC | 18,875 | $3.52M | 0.68% | +325+1.8% | Added |
| Fifth Third Wealth Advisors LLC | 18,876 | $3.52M | 0.12% | +1,587+9.2% | Added |
| Geneos Wealth Management Inc. | 18,958 | $3.54M | 0.08% | +691+3.8% | Added |
| Selective Wealth Management, Inc. | 19,634 | $3.56M | 1.05% | −1,575−7.4% | Reduced |
| Atlantic Union Bankshares Corp | 19,082 | $3.56M | 0.07% | −21,822−53.3% | Reduced |
| Gibbs Wealth Management | 19,112 | $3.57M | 0.47% | +13,636+249.0% | Added |
| Savant Capital, LLC | 19,176 | $3.58M | 0.02% | +5,075+36.0% | Added |
| Sawyer & Company, Inc | 19,177 | $3.58M | 1.38% | −99−0.5% | Reduced |
| Iowa State Bank | 19,332 | $3.61M | 0.66% | +1,141+6.3% | Added |
| Correct Capital Wealth Management | 19,358 | $3.61M | 0.67% | +4,969+34.5% | Added |
| Dynamic Advisor Solutions LLC | 19,394 | $3.62M | 0.11% | +2,039+11.7% | Added |
| Naples Global Advisors, LLC | 19,415 | $3.62M | 0.26% | −859−4.2% | Reduced |
| Maia Wealth LLC | 19,444 | $3.63M | 0.61% | +3,838+24.6% | Added |
| Golden State Equity Partners | 19,518 | $3.64M | 0.28% | −1,167−5.6% | Reduced |
| Ascent Group, LLC | 19,618 | $3.66M | 0.13% | −2,758−12.3% | Reduced |
| Petredis Investment Advisors LLC | 19,668 | $3.67M | 0.30% | −65−0.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 19,819 | $3.70M | 0.15% | −545−2.7% | Reduced |
| Clear Harbor Asset Management, LLC | 19,896 | $3.71M | 0.26% | +11,415+134.6% | Added |
| Consolidated Investment Group LLC | 19,915 | $3.72M | 0.40% | +590+3.1% | Added |
| Northstar Asset Management Inc | 19,941 | $3.72M | 1.14% | −11,143−35.8% | Reduced |
| Alight Capital Management LP | 20,000 | $3.73M | 1.09% | −29,500−59.6% | Reduced |
| RB Capital Management, LLC | 20,149 | $3.76M | 0.80% | −669−3.2% | Reduced |
| Checchi Capital Advisers, LLC | 20,156 | $3.76M | 0.26% | +6,000+42.4% | Added |
| Parus Finance (UK) Ltd | 20,189 | $3.77M | 1.13% | +66+0.3% | Added |
| Acumen Wealth Advisors, LLC | 20,230 | $3.78M | 1.02% | −2,017−9.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 20,241 | $3.78M | 0.36% | −1,130−5.3% | Reduced |
| Charter Trust Co | 20,380 | $3.80M | 0.22% | +7,221+54.9% | Added |
| Valeo Financial Advisors, LLC | 20,461 | $3.82M | 0.09% | −10,502−33.9% | Reduced |
| First Financial Bank - Trust Division | 20,541 | $3.83M | 0.31% | +530+2.6% | Added |
| Global X Japan Co., Ltd. | 20,589 | $3.84M | 0.20% | +879+4.5% | Added |
| Alps Advisors Inc | 20,783 | $3.88M | 0.02% | +1,243+6.4% | Added |
| RD Finance Ltd | 20,845 | $3.89M | 4.41% | +8,200+64.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 20,850 | $3.89M | 1.61% | +3,360+19.2% | Added |
| Simmons Bank | 20,958 | $3.91M | 0.26% | −16,373−43.9% | Reduced |
| Independent Financial Group, LLC | 21,004 | $3.92M | 0.09% | +1,257+6.4% | Added |
| Marathon Wealth Advisors LLC | 21,007 | $3.92M | 1.61% | +1,247+6.3% | Added |
| Nikko Asset Management Americas, Inc. | 21,165 | $3.95M | 0.06% | −30,939−59.4% | Reduced |
| Peapack Gladstone Financial Corp | 21,243 | $3.97M | 0.05% | +5,651+36.2% | Added |
| Signaturefd, LLC | 21,281 | $3.97M | 0.06% | −187−0.9% | Reduced |
| Wedbush Securities Inc | 21,290 | $3.97M | 0.12% | −2,152−9.2% | Reduced |