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 |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 600 | $112.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 600 | $112.0K | 0.02% | 00.0% | Unchanged |
| Legend Capital Advisors LLC | 600 | $112.0K | 0.07% | +600 | New |
| Salomon & Ludwin, LLC | 603 | $112.9K | 0.01% | +85+16.4% | Added |
| Aviso Financial Inc. | 605 | $112.9K | 0.00% | −1,081−64.1% | Reduced |
| LRI Investments, LLC | 23,786 | $115.5K | 0.01% | −1,107−4.4% | Reduced |
| Richardson Financial Services Inc. | 622 | $116.1K | 0.07% | −1,556−71.4% | Reduced |
| City Holding Co | 625 | $116.7K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 628 | $117.2K | 0.05% | +269+74.9% | Added |
| Aster Capital Management (DIFC) Ltd | 445 | $119.4K | 0.04% | +445 | New |
| Financial Network Wealth Advisors LLC | 645 | $120.4K | 0.12% | +200+44.9% | Added |
| Operose Advisors LLC | 646 | $120.6K | 0.03% | +11+1.7% | Added |
| MRP Capital Investments, LLC | 651 | $121.5K | 0.11% | −252−27.9% | Reduced |
| Coastline Trust Co | 656 | $122.5K | 0.01% | −743−53.1% | Reduced |
| Dakota Community Bank & Trust NA | 656 | $122.5K | 0.41% | −35−5.1% | Reduced |
| Itau Unibanco Holding S.A. | 668 | $124.7K | 0.00% | +423+172.7% | Added |
| Byrne Asset Management LLC | 668 | $124.7K | 0.07% | −3,663−84.6% | Reduced |
| Blume Capital Management, Inc. | 677 | $126.4K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 677 | $126.4K | 0.03% | +46+7.3% | Added |
| GW&K Investment Management, LLC | 690 | $129.0K | 0.00% | −135−16.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 697 | $130.1K | 0.20% | −48−6.4% | Reduced |
| Tripletail Wealth Management, LLC | 701 | $131.2K | 0.18% | +19+2.8% | Added |
| Capital Advisors, Ltd. LLC | 719 | $134.0K | 0.02% | −220−23.4% | Reduced |
| Front Row Advisors LLC | 720 | $134.4K | 0.05% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 722 | $134.8K | 0.01% | −300−29.4% | Reduced |
| Owl Creek Wealth Partners LLC | 725 | $135.3K | 0.05% | +725 | New |
| Westfuller Advisors, LLC | 729 | $136.0K | 0.06% | −171−19.0% | Reduced |
| Oakworth Capital, Inc. | 731 | $136.5K | 0.01% | −30−3.9% | Reduced |
| SOA Wealth Advisors, LLC. | 737 | $137.6K | 0.03% | −39−5.0% | Reduced |
| Cypress Capital Management LLC (WY) | 740 | $138.1K | 0.13% | −52−6.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 751 | $140.3K | 0.01% | +171+29.5% | Added |
| First United Bank Trust | 757 | $141.3K | 0.05% | −2,779−78.6% | Reduced |
| Sittner & Nelson, LLC | 769 | $143.6K | 0.05% | −22−2.8% | Reduced |
| Burk Holdings LLC | 783 | $146.2K | 0.06% | −4−0.5% | Reduced |
| Burkett Financial Services, LLC | 804 | $150.2K | 0.05% | −43−5.1% | Reduced |
| OV Management LLC | 805 | $150.3K | 0.31% | −3,045−79.1% | Reduced |
| GoalVest Advisory LLC | 813 | $151.8K | 0.03% | −105−11.4% | Reduced |
| JFS Wealth Advisors, LLC | 823 | $153.6K | 0.01% | −37−4.3% | Reduced |
| Activest Wealth Management | 824 | $153.8K | 0.03% | +33+4.2% | Added |
| Manchester Capital Management LLC | 828 | $154.6K | 0.02% | −102−11.0% | Reduced |
| First Command Advisory Services, Inc. | 829 | $154.8K | 0.00% | +124+17.6% | Added |
| Global Trust Asset Management, LLC | 851 | $158.8K | 0.06% | −20−2.3% | Reduced |
| Southern Michigan Bank & Trust | 857 | $160.0K | 0.06% | +857 | New |
| Wall Street Financial Group, Inc. | 863 | $161.1K | 0.10% | −67−7.2% | Reduced |
| Manning & Napier Advisors LLC | 868 | $162.0K | 0.00% | −2,912−77.0% | Reduced |
| Elgethun Capital Management | 870 | $162.4K | 0.03% | +10+1.2% | Added |
| Gill Capital Partners, LLC | 880 | $164.3K | 0.05% | −216−19.7% | Reduced |
| DT Investment Partners, LLC | 882 | $164.6K | 0.01% | −157−15.1% | Reduced |
| Hughes Financial Services, LLC | 893 | $166.7K | 0.03% | +62+7.5% | Added |
| Kozak & Associates, Inc. | 966 | $167.0K | 0.03% | −1−0.1% | Reduced |
| Heritage Wealth Advisors | 911 | $170.1K | 0.01% | −73−7.4% | Reduced |
| Rialto Wealth Management, LLC | 911 | $170.1K | 0.04% | +18+2.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 920 | $171.7K | 0.00% | −1,735−65.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 927 | $173.1K | 0.13% | −275−22.9% | Reduced |
| Golden State Wealth Management, LLC | 949 | $177.3K | 0.02% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 778 | $182.0K | 0.05% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 978 | $182.6K | 0.15% | +294+43.0% | Added |
| Washington Trust Advisors, Inc. | 978 | $182.6K | 0.01% | −187−16.1% | Reduced |
| Skylands Capital, LLC | 1,000 | $186.7K | 0.02% | +1,000 | New |
| Indiana Trust & Investment Management CO | 1,008 | $188.2K | 0.06% | −100−9.0% | Reduced |
| Axiom Investment Management LLC | 1,031 | $192.5K | 0.15% | +1,031 | New |
| Gordian Capital Singapore Pte Ltd | 1,041 | $194.3K | 0.33% | −1−0.1% | Reduced |
| First Community Trust NA | 1,045 | $195.1K | 0.14% | −85−7.5% | Reduced |
| Sound Income Strategies, LLC | 1,067 | $198.7K | 0.01% | −194−15.4% | Reduced |
| Xcel Wealth Management, LLC | 1,073 | $200.3K | 0.06% | −156−12.7% | Reduced |
| Elevatus Welath Management | 1,074 | $200.4K | 0.11% | +1,074 | New |
| Purpose Unlimited Inc. | 1,074 | $200.5K | 0.01% | 00.0% | Unchanged |
| Clifford Group, LLC | 1,075 | $200.7K | 0.15% | +190+21.5% | Added |
| Vann Equity Management LLC | 1,080 | $201.7K | 0.14% | +1,080 | New |
| Blalock Williams, LLC | 1,081 | $201.8K | 0.16% | +85+8.5% | Added |
| Wynn Capital, LLC | 1,081 | $201.8K | 0.10% | +317+41.5% | Added |
| Forza Wealth Management, LLC | 1,082 | $202.0K | 0.07% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,088 | $203.0K | 0.01% | −209−16.1% | Reduced |
| Five Oceans Advisors | 1,089 | $203.3K | 0.07% | −23−2.1% | Reduced |
| Mengis Capital Management, Inc. | 1,090 | $203.5K | 0.04% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 1,091 | $203.6K | 0.00% | +1,091 | New |
| Yarger Wealth Strategies, LLC | 1,092 | $203.9K | 0.08% | +1,092 | New |
| GWN Securities Inc. | 1,094 | $204.3K | 0.04% | −23−2.1% | Reduced |
| Convergence Investment Partners, LLC | 1,096 | $204.6K | 0.03% | −8,750−88.9% | Reduced |
| Bogart Wealth, LLC | 1,096 | $204.7K | 0.01% | +204+22.9% | Added |
| Fort Sheridan Advisors LLC | 1,102 | $205.7K | 0.02% | −50−4.3% | Reduced |
| Signature Wealth Management Group | 1,102 | $205.8K | 0.08% | −6,020−84.5% | Reduced |
| Financial Network Wealth Management LLC | 1,105 | $206.0K | 0.07% | 00.0% | Unchanged |
| Solstein Capital, LLC | 1,104 | $206.1K | 0.08% | −110−9.1% | Reduced |
| Impact Capital Partners LLC | 1,105 | $206.3K | 0.06% | −236−17.6% | Reduced |
| Winter & Associates, Inc. | 1,115 | $206.3K | 0.18% | −22−1.9% | Reduced |
| Meriwether Wealth & Planning, LLC | 1,106 | $206.5K | 0.11% | +90+8.9% | Added |
| Storen Legacy Partners, LLC | 1,107 | $206.6K | 0.06% | +22+2.0% | Added |
| Truvestments Capital LLC | 1,107 | $206.7K | 0.04% | −111−9.1% | Reduced |
| JB Capital LLC | 1,108 | $206.9K | 0.01% | −11−1.0% | Reduced |
| Core Alternative Capital | 1,115 | $208.1K | 0.06% | +182+19.5% | Added |
| Atlas Capital Advisors LLC | 1,115 | $208.1K | 0.02% | +718+180.9% | Added |
| Alpine Bank Wealth Management | 1,116 | $208.3K | 0.03% | +1,116 | New |
| Hamilton Capital, LLC | 1,116 | $208.3K | 0.01% | −294−20.9% | Reduced |
| CRA Financial Services, LLC | 1,116 | $208.3K | 0.03% | −21−1.8% | Reduced |
| Moseley Investment Management Inc | 1,116 | $208.4K | 0.07% | −1,388−55.4% | Reduced |
| Code Waechter LLC | 1,117 | $208.5K | 0.12% | +1,117 | New |
| Cardiff Park Advisors, LLC | 1,124 | $209.8K | 0.02% | −6,310−84.9% | Reduced |
| Forte Asset Management LLC | 1,125 | $210.0K | 0.09% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,126 | $210.3K | 0.02% | +59+5.5% | Added |