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 |
|---|---|---|---|---|---|
| Evergreen Private Wealth LLC | 1,127 | $210.3K | 0.09% | +743+193.5% | Added |
| Ambassador Advisors, LLC | 1,134 | $211.7K | 0.03% | −167−12.8% | Reduced |
| Perbak Capital Partners LLP | 1,134 | $211.7K | 0.05% | +1,134 | New |
| Westmount Partners, LLC | 1,134 | $211.7K | 0.05% | −103−8.3% | Reduced |
| Mattern Wealth Management LLC | 1,135 | $211.9K | 0.04% | −35−3.0% | Reduced |
| Green Square Capital Advisors LLC | 1,136 | $212.1K | 0.02% | +1,136 | New |
| Legacy Wealth Advisors, LLC | 1,138 | $212.4K | 0.11% | +1,138 | New |
| First Financial Corp | 1,141 | $213.0K | 0.08% | −172−13.1% | Reduced |
| GSG Advisors LLC | 1,142 | $213.1K | 0.06% | +41+3.7% | Added |
| Morling Financial Advisors, LLC | 1,142 | $213.2K | 0.07% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,144 | $213.6K | 0.09% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 1,146 | $214.0K | 0.04% | −767−40.1% | Reduced |
| Dunhill Financial, LLC | 1,147 | $214.2K | 0.05% | −26−2.2% | Reduced |
| Cypress Asset Management Inc | 1,150 | $214.7K | 0.05% | +1,150 | New |
| Gabelli Funds LLC | 1,150 | $214.7K | 0.00% | −700−37.8% | Reduced |
| Vertex Planning Partners, LLC | 1,150 | $214.7K | 0.04% | +1,150 | New |
| Kickstand Ventures, LLC. | 1,150 | $214.8K | 0.05% | +1,150 | New |
| Entelevest, LLC | 1,151 | $214.9K | 0.22% | +45+4.1% | Added |
| LightSquare Wealth Management, LLC | 1,154 | $215.3K | 0.16% | +1,154 | New |
| Terry L. Blaker | 1,154 | $215.4K | 0.01% | −400−25.7% | Reduced |
| Cross Staff Investments Inc | 1,154 | $215.4K | 0.14% | +1,154 | New |
| South Shore Capital Advisors | 1,157 | $216.0K | 0.16% | −456−28.3% | Reduced |
| Tradition Wealth Management, LLC | 1,158 | $216.2K | 0.02% | +86+8.0% | Added |
| Topsail Wealth Management, LLC | 1,159 | $216.4K | 0.03% | +238+25.8% | Added |
| Vista Investment Management | 1,161 | $216.7K | 0.07% | −630−35.2% | Reduced |
| Daner Wealth Management, LLC | 1,265 | $216.7K | 0.13% | +134+11.8% | Added |
| Peddock Capital Advisors, LLC | 1,161 | $216.8K | 0.05% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,162 | $216.8K | 0.00% | −693−37.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,160 | $217.0K | 0.15% | −25−2.1% | Reduced |
| One River Asset Management, LLC | 1,165 | $217.5K | 0.74% | +1,165 | New |
| OneAscent Wealth Management LLC | 1,166 | $217.7K | 0.07% | −14−1.2% | Reduced |
| Sagewood Asset Management LP | 1,167 | $217.8K | 0.07% | −277−19.2% | Reduced |
| Aspen Grove Capital, LLC | 1,169 | $218.2K | 0.04% | −16−1.4% | Reduced |
| Evanson Asset Management, LLC | 1,173 | $218.9K | 0.01% | +26+2.3% | Added |
| Wetzel Investment Advisors, Inc. | 1,173 | $219.0K | 0.09% | −170−12.7% | Reduced |
| Regal Investment Advisors LLC | 1,177 | $219.7K | 0.01% | +184+18.5% | Added |
| Inspirion Wealth Advisors, LLC | 1,178 | $219.9K | 0.03% | +1,178 | New |
| Veracity Capital LLC | 1,180 | $220.2K | 0.08% | −110−8.5% | Reduced |
| Wealth Effects LLC | 1,180 | $220.3K | 0.08% | +75+6.8% | Added |
| Pettee Investors, Inc. | 1,253 | $221.2K | 0.11% | −129−9.3% | Reduced |
| Canton Hathaway, LLC | 1,188 | $221.8K | 0.04% | 00.0% | Unchanged |
| Wealthquest Corp | 1,190 | $222.1K | 0.02% | +290+32.2% | Added |
| Urban Wealth Management, LLC | 1,192 | $222.5K | 0.23% | −5,726−82.8% | Reduced |
| Financial Management Network Inc | 1,304 | $222.8K | 0.03% | −230−15.0% | Reduced |
| Excalibur Management Corp | 1,196 | $223.3K | 0.08% | +1,196 | New |
| OneAscent Investment Solutions LLC | 1,198 | $223.6K | 0.22% | −41−3.3% | Reduced |
| Centennial Wealth Advisory LLC | 1,198 | $223.6K | 0.05% | +205+20.6% | Added |
| Brio Consultants, LLC | 1,197 | $223.7K | 0.03% | −50−4.0% | Reduced |
| Centurion Wealth Management LLC | 1,200 | $224.0K | 0.05% | −876−42.2% | Reduced |
| Investment House LLC | 1,200 | $224.0K | 0.01% | −1,850−60.7% | Reduced |
| West Tower Group, LLC | 1,200 | $224.0K | 0.70% | +200+20.0% | Added |
| American National Bank | 1,202 | $224.4K | 0.02% | −181−13.1% | Reduced |
| Klingenstein Fields & Co LP | 1,202 | $224.4K | 0.01% | +78+6.9% | Added |
| NFP Retirement, Inc. | 1,203 | $224.5K | 0.01% | +45+3.9% | Added |
| GLR Partners, LLC | 1,211 | $226.1K | 0.12% | +1,211 | New |
| Founders Financial Alliance, LLC | 1,215 | $226.8K | 0.04% | −1,082−47.1% | Reduced |
| Titan Wealth (CI) Ltd | 1,215 | $226.8K | 0.10% | 00.0% | Unchanged |
| Polen Capital Management LLC | 1,215 | $226.9K | 0.00% | −1,366−52.9% | Reduced |
| Powers Advisory Group, LLC | 1,218 | $227.4K | 0.08% | +50+4.3% | Added |
| Peoples Bank | 1,219 | $227.6K | 0.23% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 1,222 | $228.1K | 0.08% | +1,222 | New |
| BKD Wealth Advisors, LLC | 1,224 | $228.5K | 0.00% | −110−8.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,224 | $228.5K | 0.01% | +1,224 | New |
| Regent Peak Wealth Advisors LLC | 1,226 | $228.8K | 0.05% | −937−43.3% | Reduced |
| Financial Partners Group, Inc | 1,226 | $228.9K | 0.03% | +1,226 | New |
| First National Bank Sioux Falls | 1,263 | $228.9K | 0.06% | +19+1.5% | Added |
| KC Investment Advisors, LLC | 1,227 | $229.0K | 0.05% | −342−21.8% | Reduced |
| Wealth Architects, LLC | 1,227 | $229.1K | 0.02% | −102−7.7% | Reduced |
| Avory & Company, LLC | 1,228 | $229.2K | 0.30% | −1,367−52.7% | Reduced |
| Muirfield Wealth Advisors LLC | 1,234 | $230.3K | 0.17% | +70+6.0% | Added |
| Valley Financial Group, Inc. | 1,234 | $230.4K | 0.12% | +1,234 | New |
| Van Hulzen Asset Management, LLC | 1,235 | $230.5K | 0.02% | +1,235 | New |
| Cravens & Co Advisors, LLC | 1,235 | $230.5K | 0.15% | +1,235 | New |
| Mizuho Markets Cayman LP | 1,236 | $230.7K | 0.01% | +1,236 | New |
| Tempus Wealth Planning, LLC | 1,239 | $231.2K | 0.05% | +317+34.4% | Added |
| Granite Harbor Advisors, Inc. | 1,240 | $231.5K | 0.10% | +146+13.3% | Added |
| Allen Capital Group, LLC | 1,241 | $231.7K | 0.02% | +459+58.7% | Added |
| Scissortail Wealth Management, LLC | 1,244 | $232.2K | 0.05% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 1,245 | $232.4K | 0.09% | +390+45.6% | Added |
| SkyOak Wealth, LLC | 1,245 | $232.4K | 0.04% | +1,245 | New |
| Bedel Financial Consulting, Inc. | 1,246 | $232.6K | 0.03% | −12−1.0% | Reduced |
| Welch Group, LLC | 1,251 | $233.5K | 0.01% | −513−29.1% | Reduced |
| Bellecapital International Ltd. | 1,253 | $233.9K | 0.04% | −584−31.8% | Reduced |
| Intentional Wealth Strategies, LLC | 1,253 | $233.9K | 0.22% | +1,253 | New |
| Inman Jager Wealth Management, LLC | 1,257 | $234.6K | 0.14% | +17+1.4% | Added |
| Crewe Advisors LLC | 1,259 | $235.0K | 0.02% | +38+3.1% | Added |
| Weiss Asset Management LP | 1,260 | $235.2K | 0.00% | +1,260 | New |
| MSH Capital Advisors LLC | 1,263 | $235.8K | 0.05% | −432−25.5% | Reduced |
| Gradient Capital Advisors, LLC | 1,264 | $235.9K | 0.06% | −15−1.2% | Reduced |
| Opes Wealth Management LLC | 1,264 | $236.0K | 0.04% | −125−9.0% | Reduced |
| Sitrin Capital Management LLC | 1,266 | $236.3K | 0.12% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,268 | $236.7K | 0.08% | −134−9.6% | Reduced |
| Shrier Wealth Management, LLC | 1,271 | $237.3K | 0.09% | +500+64.9% | Added |
| Ethos Financial Group, LLC | 1,272 | $237.4K | 0.02% | −159−11.1% | Reduced |
| Arlington Partners LLC | 1,273 | $237.6K | 0.47% | +1,273 | New |
| Holderness Investments Co | 1,274 | $237.8K | 0.05% | −1,636−56.2% | Reduced |
| D'Orazio & Associates, Inc. | 1,278 | $238.6K | 0.03% | −560−30.5% | Reduced |
| LeConte Wealth Management, LLC | 1,279 | $238.8K | 0.15% | +445+53.4% | Added |
| Isthmus Partners, LLC | 1,283 | $239.5K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,284 | $239.7K | 0.12% | +1,284 | New |