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 |
|---|---|---|---|---|---|
| Miller Global Investments, LLC | 1,285 | $239.9K | 0.22% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,287 | $240.0K | 0.01% | +185+16.8% | Added |
| Eurizon SLJ Capital Ltd | 1,289 | $240.6K | 0.11% | −612−32.2% | Reduced |
| Rockline Wealth Management, LLC | 1,290 | $240.8K | 0.05% | −11,164−89.6% | Reduced |
| Acropolis Investment Management, LLC | 1,290 | $240.8K | 0.01% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 1,295 | $241.7K | 0.09% | −143−9.9% | Reduced |
| Elkhorn Partners Limited Partnership | 1,300 | $242.7K | 0.15% | +1,300 | New |
| Ritter Daniher Financial Advisory LLC | 1,303 | $243.2K | 0.04% | −63−4.6% | Reduced |
| Vawter Financial, Ltd. | 1,304 | $243.4K | 0.10% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,304 | $243.5K | 0.10% | −996−43.3% | Reduced |
| Bestgate Wealth Advisors, LLC | 1,308 | $244.2K | 0.44% | −130−9.0% | Reduced |
| Wolff Wiese Magana LLC | 1,309 | $244.4K | 0.13% | −8−0.6% | Reduced |
| Consolidated Capital Management, LLC | 1,318 | $246.1K | 0.08% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 1,320 | $246.4K | 0.04% | −73−5.2% | Reduced |
| First Growth Capital LLC | 1,324 | $246.6K | 0.22% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 1,325 | $247.3K | 0.16% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,325 | $247.3K | 0.04% | +1,325 | New |
| Oregon Pacific Wealth Management, LLC | 1,327 | $247.7K | 0.26% | −216−14.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,327 | $247.7K | 0.04% | −87−6.2% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,330 | $248.3K | 0.14% | −399−23.1% | Reduced |
| Golden Reserve Retirement LLC | 1,331 | $248.5K | 0.05% | +539+68.1% | Added |
| Atticus Wealth Management, LLC | 1,332 | $248.7K | 0.07% | −54−3.9% | Reduced |
| Intrua Financial, LLC | 1,333 | $248.8K | 0.03% | +66+5.2% | Added |
| Birch Financial Group, LLC | 1,339 | $249.9K | 0.15% | +1,339 | New |
| SlateStone Wealth, LLC | 1,340 | $250.0K | 0.02% | 00.0% | Unchanged |
| Global Endowment Management, LP | 1,339 | $250.0K | 0.03% | +440+48.9% | Added |
| TSG Advice Partners, LLC | 1,342 | $250.5K | 0.04% | +199+17.4% | Added |
| Chemung Canal Trust Co | 1,343 | $250.7K | 0.05% | −7,989−85.6% | Reduced |
| Drucker Wealth 3.0, LLC | 1,344 | $251.0K | 0.04% | +126+10.3% | Added |
| Livet Wealth, LLC | 1,345 | $251.1K | 0.16% | +193+16.8% | Added |
| KFA Private Wealth Group, LLC | 1,345 | $251.2K | 0.06% | −6−0.4% | Reduced |
| OneAscent Family Office, LLC | 1,347 | $251.5K | 0.18% | +52+4.0% | Added |
| Uniting Wealth Partners, LLC | 1,348 | $251.6K | 0.05% | −1,183−46.7% | Reduced |
| Seven Mile Advisory | 1,350 | $252.0K | 0.18% | −605−30.9% | Reduced |
| David J Yvars Group | 1,350 | $252.0K | 0.14% | −335−19.9% | Reduced |
| Rogco, LP | 1,352 | $252.4K | 0.08% | +78+6.1% | Added |
| Wealth Preservation Advisors, LLC | 1,354 | $252.8K | 0.21% | +232+20.7% | Added |
| Legacy Edge Advisors, LLC | 1,355 | $252.9K | 0.03% | −285−17.4% | Reduced |
| Independence Wealth Advisors, LLC | 1,356 | $253.0K | 0.13% | −61−4.3% | Reduced |
| Elevation Wealth Management LLC | 1,359 | $253.7K | 0.23% | +143+11.8% | Added |
| Mirabella Financial Services LLP | 1,366 | $255.0K | 0.02% | +1,366 | New |
| AssuredPartners Investment Advisors, LLC | 1,382 | $255.7K | 0.03% | −20−1.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 1,376 | $256.9K | 0.04% | −5,966−81.3% | Reduced |
| Meritas Wealth Management, LLC | 1,382 | $258.0K | 0.12% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 1,381 | $258.3K | 0.10% | +1,381 | New |
| Beaton Management Co. Inc. | 1,385 | $259.0K | 0.12% | −100−6.7% | Reduced |
| Yoder Wealth Management, Inc. | 1,391 | $259.7K | 0.12% | +23+1.7% | Added |
| Patton Fund Management, Inc. | 1,393 | $260.0K | 0.04% | +1,393 | New |
| Monograph Wealth Advisors, LLC | 1,394 | $260.2K | 0.02% | +1,394 | New |
| Franklin Street Advisors Inc | 1,395 | $260.4K | 0.02% | −364−20.7% | Reduced |
| Hexagon Capital Partners LLC | 1,398 | $260.9K | 0.04% | +1,398 | New |
| Secure Asset Management, LLC | 1,400 | $261.3K | 0.04% | −15,248−91.6% | Reduced |
| Cardinal Point Capital Management, ULC | 1,400 | $261.3K | 0.02% | 00.0% | Unchanged |
| CVFG LLC | 1,406 | $262.4K | 0.03% | −235−14.3% | Reduced |
| Foster Group, Inc. | 1,407 | $262.6K | 0.01% | −15−1.1% | Reduced |
| Northstar Advisory Group, LLC | 1,409 | $263.0K | 0.10% | +1,409 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 1,410 | $263.2K | 0.02% | 00.0% | Unchanged |
| Vanguard National Trust Co | 1,412 | $263.6K | 0.02% | +1,412 | New |
| Tandem Capital Management Corp | 1,415 | $264.1K | 0.13% | −50−3.4% | Reduced |
| Financial Advisors Network, Inc. | 1,416 | $264.3K | 0.04% | +165+13.2% | Added |
| Patron Partners Advisors, LLC | 1,420 | $265.1K | 0.12% | −504−26.2% | Reduced |
| Retirement Income Solutions, Inc | 1,423 | $265.6K | 0.05% | 00.0% | Unchanged |
| Sageworth Trust Co | 1,425 | $266.0K | 0.01% | +1,425 | New |
| Lionshead Wealth Management, LLC | 1,430 | $266.9K | 0.20% | −81−5.4% | Reduced |
| Sheets Smith Wealth Management | 1,434 | $267.7K | 0.03% | +16+1.1% | Added |
| Verity Asset Management, Inc. | 1,436 | $268.1K | 0.11% | +422+41.6% | Added |
| Triad Wealth Partners, LLC | 1,438 | $268.4K | 0.02% | +252+21.2% | Added |
| Baker Chad R | 1,440 | $268.8K | 0.05% | −65−4.3% | Reduced |
| LJI Wealth Management, LLC | 1,441 | $269.0K | 0.04% | −151−9.5% | Reduced |
| Strata Wealth Advisors, LLC | 1,442 | $269.2K | 0.07% | +59+4.3% | Added |
| Holistic Planning, LLC | 1,443 | $269.4K | 0.05% | −77−5.1% | Reduced |
| Cura Wealth Advisors, LLC | 1,451 | $270.9K | 0.12% | −116−7.4% | Reduced |
| RD Lewis Holdings, Inc. | 1,586 | $271.0K | 0.23% | −100−5.9% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,452 | $271.2K | 0.07% | +67+4.8% | Added |
| Sandy Cove Advisors, LLC | 1,455 | $271.5K | 0.08% | +54+3.9% | Added |
| ISAM Funds (UK) Ltd | 1,455 | $271.6K | 0.13% | +1,455 | New |
| AdvisorNet Financial, Inc | 1,456 | $271.9K | 0.01% | −115−7.3% | Reduced |
| Bank of Hawaii | 1,459 | $272.4K | 0.01% | −100−6.4% | Reduced |
| Alteri Wealth LLC | 1,462 | $272.9K | 0.09% | +96+7.0% | Added |
| Peterson Wealth Services | 1,465 | $273.6K | 0.07% | −716−32.8% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,466 | $273.6K | 0.07% | +21+1.5% | Added |
| Mission Creek Capital Partners, Inc. | 1,466 | $273.6K | 0.05% | −11,343−88.6% | Reduced |
| Flatrock Wealth Partners LLC | 1,469 | $274.2K | 0.12% | +265+22.0% | Added |
| Gemmer Asset Management LLC | 1,471 | $274.6K | 0.02% | −135−8.4% | Reduced |
| Great Lakes Advisors, LLC | 1,473 | $275.0K | 0.00% | −2,117−59.0% | Reduced |
| Brookwood Investment Group LLC | 1,478 | $275.9K | 0.04% | −629−29.9% | Reduced |
| Betterment LLC | 1,479 | $276.0K | 0.00% | +1,479 | New |
| Caxton Associates LLP | 1,484 | $277.0K | 0.01% | −18,669−92.6% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,485 | $277.2K | 0.12% | −285−16.1% | Reduced |
| Womack Financial LLC | 1,486 | $277.4K | 0.20% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 1,683 | $277.6K | 0.02% | −10−0.6% | Reduced |
| EntryPoint Capital, LLC | 1,489 | $278.0K | 0.08% | +1,489 | New |
| First Financial Bankshares Inc | 1,492 | $278.5K | 0.01% | −41−2.7% | Reduced |
| Destination Wealth Management | 1,493 | $278.6K | 0.01% | −883−37.2% | Reduced |
| Balanced Rock Investment Advisor | 1,493 | $278.7K | 0.20% | −12−0.8% | Reduced |
| Avenue 1 Advisors, LLC | 1,495 | $279.1K | 0.09% | −91−5.7% | Reduced |
| Harbor Advisors LLC | 1,500 | $280.0K | 0.04% | 00.0% | Unchanged |
| Chokshi & Queen Wealth Advisors, Inc | 1,500 | $280.0K | 0.15% | 00.0% | Unchanged |
| Needham Investment Management LLC | 1,500 | $280.0K | 0.01% | +1,500 | New |
| COFG Advisors, LLC | 1,502 | $280.4K | 0.07% | +526+53.9% | Added |