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; 2,492 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
- 2,696
- −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
- 1,077 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Key Capital Management, INC | 69 | $12.9K | 0.01% | −31−31.0% | Reduced |
| Bellevue Asset Management, LLC | 70 | $13.1K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 70 | $13.1K | 0.01% | +70 | New |
| Atlantic Edge Private Wealth Management, LLC | 74 | $13.8K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 75 | $14.0K | 0.01% | −27−26.5% | Reduced |
| S&T Bank | 75 | $14.0K | 0.01% | +70+1,400.0% | Added |
| Knott David M Jr | 77 | $14.4K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 78 | $14.5K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 79 | $14.7K | 0.01% | +6+8.2% | Added |
| SJS Investment Consulting Inc. | 81 | $15.2K | 0.00% | −233−74.2% | Reduced |
| Anfield Capital Management, LLC | 82 | $15.3K | 0.00% | +55+203.7% | Added |
| Pflug Koory, LLC | 85 | $15.9K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 86 | $16.0K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 86 | $16.1K | 0.01% | −875−91.1% | Reduced |
| Cornerstone Financial Management LLC | 86 | $16.1K | 0.01% | +8+10.3% | Added |
| Blue Bell Private Wealth Management, LLC | 86 | $16.1K | 0.00% | +20+30.3% | Added |
| DiNuzzo Private Wealth, Inc. | 88 | $16.4K | 0.00% | −6−6.4% | Reduced |
| Richardson Capital Management LLC | 90 | $16.8K | 0.01% | +45+100.0% | Added |
| Groesbeck Investment Management Corp | 89 | $17.0K | 0.03% | 00.0% | Unchanged |
| Asset Planning,Inc | 93 | $17.4K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 93 | $17.4K | 0.00% | −12−11.4% | Reduced |
| Strategic Investment Solutions, Inc. | 93 | $17.4K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 94 | $17.5K | 0.01% | +20+27.0% | Added |
| Collier Financial | 95 | $17.7K | 0.01% | +1+1.1% | Added |
| Coston, McIsaac & Partners | 99 | $18.0K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 3,366 | $18.1K | 0.36% | −1,259−27.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 97 | $18.1K | 0.01% | +75+340.9% | Added |
| Valued Wealth Advisors LLC | 97 | $18.2K | 0.01% | +18+22.8% | Added |
| Cedar Mountain Advisors, LLC | 100 | $18.6K | 0.00% | −23−18.7% | Reduced |
| Wellington Shields & Co., LLC | 100 | $18.7K | 0.00% | −161−61.7% | Reduced |
| Gilpin Wealth Management, LLC | 100 | $18.7K | 0.01% | 00.0% | Unchanged |
| Midway Capital Research & Management | 100 | $18.7K | 0.02% | +100 | New |
| Chesapeake Asset Management LLC | 101 | $18.9K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 102 | $19.1K | 0.01% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 103 | $19.2K | 0.02% | −1−1.0% | Reduced |
| Legacy Bridge, LLC | 103 | $19.2K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 104 | $19.4K | 0.01% | −22−17.5% | Reduced |
| Swiss Re Ltd | 104 | $19.4K | 0.12% | 00.0% | Unchanged |
| True Wealth Design, LLC | 105 | $19.6K | 0.01% | −154−59.5% | Reduced |
| Provenance Wealth Advisors, LLC | 106 | $19.8K | 0.00% | −92−46.5% | Reduced |
| Tradewinds Capital Management, LLC | 107 | $20.1K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 108 | $20.2K | 0.01% | +108 | New |
| TD Capital Management LLC | 109 | $20.4K | 0.00% | −103−48.6% | Reduced |
| Aspect Partners, LLC | 110 | $20.5K | 0.01% | −12−9.8% | Reduced |
| Barrett & Company, Inc. | 110 | $20.5K | 0.01% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 112 | $20.9K | 0.01% | −348−75.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 113 | $21.0K | 0.00% | −109−49.1% | Reduced |
| VSM Wealth Advisory, LLC | 114 | $21.3K | 0.01% | +114 | New |
| Atomic Invest LLC | 117 | $21.6K | 0.01% | +42+56.0% | Added |
| Quest 10 Wealth Builders, Inc. | 116 | $21.7K | 0.02% | +50+75.8% | Added |
| Main Street Group, LTD | 116 | $21.7K | 0.01% | +116 | New |
| Financial Connections Group, Inc. | 121 | $22.0K | 0.01% | +55+83.3% | Added |
| Clear Investment Research, LLC | 119 | $22.2K | 0.03% | +119 | New |
| Dogwood Wealth Management LLC | 120 | $22.4K | 0.01% | +12+11.1% | Added |
| Signature Resources Capital Management, LLC | 121 | $22.6K | 0.01% | +19+18.6% | Added |
| Wellington-Altus USA Inc. | 145 | $22.7K | 0.01% | −230−61.3% | Reduced |
| Paladin Partners, LLC | 126 | $23.6K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 127 | $23.7K | 0.01% | +24+23.3% | Added |
| IAG Wealth Partners, LLC | 130 | $24.3K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 130 | $24.3K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 132 | $24.6K | 0.01% | +87+193.3% | Added |
| Godfrey Financial Associates, Inc. | 135 | $25.2K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 135 | $25.2K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 135 | $25.3K | 0.02% | −253−65.2% | Reduced |
| Pacific Center for Financial Services | 137 | $25.5K | 0.01% | −74−35.1% | Reduced |
| Dorato Capital Management | 146 | $25.8K | 0.02% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 139 | $25.9K | 0.01% | −837−85.8% | Reduced |
| Sachetta, LLC | 139 | $25.9K | 0.01% | −69−33.2% | Reduced |
| Maseco LLP | 139 | $26.0K | 0.00% | +35+33.7% | Added |
| Clal Insurance Enterprises Holdings Ltd | 139 | $26.0K | 0.00% | −4−2.8% | Reduced |
| Essential Investment Partners LLC | 140 | $26.1K | 0.02% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 140 | $26.2K | 0.01% | +129+1,172.7% | Added |
| Lloyd Advisory Services, LLC. | 140 | $26.2K | 0.01% | +140 | New |
| Glass Jacobson Investment Advisors llc | 141 | $26.3K | 0.01% | +1+0.7% | Added |
| Ameliora Wealth Management Ltd. | 100 | $26.5K | 0.01% | 00.0% | Unchanged |
| Abound Financial, LLC | 145 | $27.1K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 148 | $27.6K | 0.01% | −1−0.7% | Reduced |
| Costello Asset Management, INC | 148 | $27.7K | 0.01% | +119+410.3% | Added |
| Accordant Advisory Group Inc | 150 | $28.0K | 0.02% | +150 | New |
| GHP Investment Advisors, Inc. | 156 | $29.2K | 0.00% | −4−2.5% | Reduced |
| Rosenberg Matthew Hamilton | 157 | $29.3K | 0.01% | −102−39.4% | Reduced |
| PlanVest Financial, Inc | 157 | $29.3K | 0.02% | +157 | New |
| Financial Consulate, Inc | 158 | $29.5K | 0.00% | −128−44.8% | Reduced |
| Fortitude Family Office, LLC | 159 | $29.7K | 0.01% | −2,280−93.5% | Reduced |
| Graney & King, LLC | 162 | $30.2K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 163 | $30.4K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 165 | $30.8K | 0.02% | −398−70.7% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 165 | $30.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 169 | $31.5K | 0.00% | +1+0.6% | Added |
| Raelipskie Partnership | 175 | $32.7K | 0.01% | −5,202−96.7% | Reduced |
| Disciplina Capital Management LLC | 175 | $32.7K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 176 | $32.9K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 178 | $33.2K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 181 | $33.8K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 183 | $34.2K | 0.02% | +101+123.2% | Added |
| Prestige Wealth Management Group LLC | 188 | $35.1K | 0.01% | +14+8.0% | Added |
| True Link Financial Advisors, LLC | 195 | $36.4K | 0.00% | +195 | New |
| McIlrath & Eck, LLC | 203 | $37.8K | 0.00% | −2−1.0% | Reduced |
| Align Financial, LLC | 203 | $37.9K | 0.02% | −53,574−99.6% | Reduced |
| MTM Investment Management, LLC | 203 | $37.9K | 0.01% | 00.0% | Unchanged |