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 |
|---|---|---|---|---|---|
| SWAN Capital LLC | 208 | $38.8K | 0.01% | −2−1.0% | Reduced |
| Noble Wealth Management PBC | 211 | $39.4K | 0.02% | −7−3.2% | Reduced |
| Wealth Science Advisors LLC | 150 | $39.7K | 0.02% | +150 | New |
| Proathlete Wealth Management LLC | 214 | $40.0K | 0.01% | −58−21.3% | Reduced |
| Stone House Investment Management, LLC | 220 | $41.1K | 0.01% | −45−17.0% | Reduced |
| CGC Financial Services, LLC | 223 | $41.6K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 227 | $42.0K | 0.04% | 00.0% | Unchanged |
| Avion Wealth | 230 | $42.0K | 0.01% | +101+78.3% | Added |
| Tidemark, LLC | 227 | $42.4K | 0.01% | +27+13.5% | Added |
| ZRC Wealth Management, LLC | 228 | $42.6K | 0.02% | −36−13.6% | Reduced |
| Bank of New Hampshire | 229 | $42.7K | 0.01% | +69+43.1% | Added |
| Leo H. Evart, Inc. | 230 | $42.9K | 0.04% | +230 | New |
| Raleigh Capital Management Inc. | 232 | $43.2K | 0.01% | +94+68.1% | Added |
| Stephenson National Bank & Trust | 235 | $43.9K | 0.01% | +76+47.8% | Added |
| Founders Capital Management | 236 | $44.1K | 0.02% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 241 | $45.0K | 0.01% | +124+106.0% | Added |
| WPG Advisers, LLC | 243 | $45.4K | 0.03% | −54−18.2% | Reduced |
| Archer Investment Corp | 246 | $45.9K | 0.01% | −721−74.6% | Reduced |
| Basepoint Wealth LLC | 265 | $49.5K | 0.03% | −37−12.3% | Reduced |
| Ares Financial Consulting, LLC | 266 | $49.5K | 0.04% | +14+5.6% | Added |
| Crews Bank & Trust | 271 | $50.6K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 272 | $50.6K | 0.03% | −54−16.6% | Reduced |
| Delta Asset Management LLC | 282 | $52.6K | 0.00% | +14+5.2% | Added |
| Bruce G. Allen Investments, LLC | 283 | $52.8K | 0.03% | +108+61.7% | Added |
| Kilter Group LLC | 288 | $53.8K | 0.02% | +123+74.5% | Added |
| Atwood & Palmer Inc | 293 | $54.8K | 0.00% | −115−28.2% | Reduced |
| Bank & Trust Co | 299 | $55.8K | 0.04% | +109+57.4% | Added |
| 1015 Capital Partners, LLC | 302 | $56.4K | 0.05% | −5−1.6% | Reduced |
| Rational Advisors LLC | 306 | $57.1K | 0.01% | −4,675−93.9% | Reduced |
| West Branch Capital LLC | 310 | $57.8K | 0.02% | −6,580−95.5% | Reduced |
| RMG Wealth Management LLC | 326 | $57.9K | 0.01% | +126+63.0% | Added |
| Kemnay Advisory Services Inc. | 310 | $57.9K | 0.01% | −52−14.4% | Reduced |
| Lodestone Wealth Management LLC | 310 | $57.9K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 310 | $57.9K | 0.02% | −14−4.3% | Reduced |
| MB, Levis & Associates, LLC | 311 | $58.1K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 315 | $58.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 327 | $61.1K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 329 | $61.5K | 0.03% | −9−2.7% | Reduced |
| Estabrook Capital Management | 331 | $61.8K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 332 | $62.0K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 333 | $62.2K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 334 | $62.3K | 0.02% | +306+1,092.9% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 336 | $62.7K | 0.03% | +336 | New |
| JPL Wealth Management, LLC | 338 | $63.1K | 0.01% | +338 | New |
| N.E.W. Advisory Services LLC | 341 | $63.7K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 346 | $64.7K | 0.01% | +1+0.3% | Added |
| First PREMIER Bank | 348 | $65.0K | 0.02% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 350 | $65.3K | 0.04% | +350 | New |
| Consultiva Wealth Management, Corp. | 351 | $65.5K | 0.19% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 359 | $67.1K | 0.02% | −1−0.3% | Reduced |
| MPWM Advisory Solutions, LLC | 362 | $67.6K | 0.04% | +305+535.1% | Added |
| CDKV Holdings LLC | 365 | $68.1K | 0.06% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 369 | $68.9K | 0.00% | −78−17.4% | Reduced |
| Arcadia Investment Management Corp | 370 | $69.1K | 0.01% | −75−16.9% | Reduced |
| Fourth Dimension Wealth, LLC | 376 | $70.2K | 0.03% | −248−39.7% | Reduced |
| Sankala Group LLC | 401 | $72.3K | 0.06% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 390 | $72.9K | 0.01% | −103−20.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 403 | $75.2K | 0.02% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 404 | $75.4K | 0.07% | −51−11.2% | Reduced |
| Redwood Park Advisors LLC | 408 | $76.2K | 0.06% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 416 | $77.7K | 0.03% | +107+34.6% | Added |
| Beaird Harris Wealth Management, LLC | 428 | $80.0K | 0.01% | −8−1.8% | Reduced |
| JCIC Asset Management Inc. | 430 | $80.3K | 0.02% | +90+26.5% | Added |
| UMA Financial Services, Inc. | 430 | $80.3K | 0.01% | +143+49.8% | Added |
| Vision Financial Markets LLC | 439 | $81.8K | 0.08% | −75−14.6% | Reduced |
| Wilkerson Advisory Group LLC | 439 | $81.9K | 0.03% | −1,822−80.6% | Reduced |
| Quarry LP | 450 | $84.0K | 0.02% | +390+650.0% | Added |
| Joseph Group Capital Management | 454 | $84.7K | 0.02% | −16,081−97.3% | Reduced |
| Cornerstone Planning Group LLC | 461 | $86.1K | 0.01% | +3+0.7% | Added |
| Meeder Asset Management Inc | 465 | $86.8K | 0.00% | +103+28.5% | Added |
| Opal Wealth Advisors, LLC | 479 | $89.4K | 0.02% | −521−52.1% | Reduced |
| Bell Investment Advisors, Inc | 482 | $90.0K | 0.01% | −32−6.2% | Reduced |
| Mascoma Wealth Management LLC | 483 | $90.2K | 0.02% | −35−6.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 483 | $90.2K | 0.04% | −269−35.8% | Reduced |
| Private Wealth Asset Management, LLC | 487 | $90.9K | 0.01% | −54−10.0% | Reduced |
| 1620 Investment Advisors, Inc. | 496 | $92.7K | 0.06% | −8−1.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 500 | $93.3K | 0.00% | −1,094−68.6% | Reduced |
| Caption Management, LLC | 500 | $93.3K | 0.00% | +500 | New |
| Osterweis Capital Management Inc | 502 | $93.7K | 0.00% | −97,246−99.5% | Reduced |
| Covestor Ltd | 501 | $94.0K | 0.07% | −255−33.7% | Reduced |
| Tiaa Trust, National Association | 506 | $94.5K | 0.01% | −91,600−99.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 509 | $95.0K | 0.05% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 518 | $96.8K | 0.02% | −26−4.8% | Reduced |
| Vestor Capital, LLC | 524 | $98.0K | 0.01% | −76−12.7% | Reduced |
| Hanson & Doremus Investment Management | 523 | $98.0K | 0.01% | −92−15.0% | Reduced |
| Osbon Capital Management LLC | 526 | $98.2K | 0.08% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 531 | $99.0K | 0.05% | −64−10.8% | Reduced |
| Ogorek Anthony Joseph | 538 | $100.0K | 0.03% | +110+25.7% | Added |
| Abound Wealth Management | 542 | $101.2K | 0.02% | −250−31.6% | Reduced |
| Innovative Asset Advisors Group, LLC | 546 | $101.9K | 0.06% | +546 | New |
| Wellington Grp LLC | 549 | $102.5K | 0.03% | +18+3.4% | Added |
| Tompkins Financial Corp | 550 | $102.7K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 567 | $105.8K | 0.01% | +112+24.6% | Added |
| SHP Wealth Management | 576 | $107.5K | 0.01% | +208+56.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 582 | $108.6K | 0.01% | −30−4.9% | Reduced |
| Financial Life Planners | 585 | $109.2K | 0.08% | −1,132−65.9% | Reduced |
| Bravera Wealth | 586 | $109.4K | 0.05% | +75+14.7% | Added |
| Frazier Financial Advisors, LLC | 587 | $109.5K | 0.06% | +119+25.4% | Added |
| Paladin Advisory Group, LLC | 590 | $110.1K | 0.08% | 00.0% | Unchanged |
| Strategic Investment Advisors | 595 | $111.1K | 0.01% | +595 | New |