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 |
|---|---|---|---|---|---|
| Valley Brook Capital Group | 1,511 | $282.0K | 0.19% | −2,485−62.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 1,511 | $282.1K | 0.03% | −5,571−78.7% | Reduced |
| Madison Park Capital Advisors, LLC | 1,515 | $282.8K | 0.22% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,522 | $284.1K | 0.12% | +1,522 | New |
| Newbridge Financial Services Group, Inc. | 1,524 | $284.5K | 0.05% | −21,268−93.3% | Reduced |
| RiverGlades Family Offices LLC | 1,525 | $284.7K | 0.17% | +1,525 | New |
| Castlefield Investment Partners LLP | 1,529 | $285.4K | 0.22% | +482+46.0% | Added |
| Planning Alternatives Ltd | 1,529 | $285.4K | 0.04% | +1,529 | New |
| Stokes Family Office, LLC | 1,532 | $285.9K | 0.03% | −317−17.1% | Reduced |
| Wayfinding Financial, LLC | 1,533 | $286.0K | 0.12% | −138−8.3% | Reduced |
| QTR Family Wealth, LLC | 1,670 | $286.2K | 0.12% | −230−12.1% | Reduced |
| Integral Investment Advisors, Inc. | 1,533 | $286.2K | 0.07% | +1,533 | New |
| Bill Few Associates, Inc. | 1,534 | $286.4K | 0.07% | +1,534 | New |
| Westerkirk Capital Inc. | 1,535 | $286.5K | 0.03% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 1,536 | $286.8K | 0.11% | +17+1.1% | Added |
| Whalen Wealth Management Inc. | 1,539 | $287.3K | 0.15% | −3,390−68.8% | Reduced |
| Pioneer Wealth Management Group | 1,540 | $287.5K | 0.08% | +5+0.3% | Added |
| DGS Capital Management, LLC | 1,545 | $288.4K | 0.05% | −138−8.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,545 | $288.5K | 0.12% | +688+80.3% | Added |
| Deseret Mutual Benefit Administrators | 1,546 | $288.6K | 0.10% | +882+132.8% | Added |
| Patton Albertson Miller Group, LLC | 1,546 | $288.6K | 0.03% | +1,546 | New |
| IFC Advisors LLC | 1,552 | $289.7K | 0.04% | +376+32.0% | Added |
| Stonebrook Private Inc. | 1,553 | $289.9K | 0.06% | −527−25.3% | Reduced |
| Salem Investment Counselors Inc | 1,554 | $290.1K | 0.01% | −2,435−61.0% | Reduced |
| Altar Rock LLC | 1,567 | $292.5K | 0.34% | +758+93.7% | Added |
| Seed Wealth Management, Inc. | 1,570 | $293.1K | 0.20% | 00.0% | Unchanged |
| Stonehaven Wealth & Tax Solutions, LLC | 1,574 | $293.8K | 0.26% | +1,574 | New |
| Wakefield Asset Management LLLP | 1,575 | $294.0K | 0.08% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,578 | $294.6K | 0.04% | −349−18.1% | Reduced |
| Alpha Omega Wealth Management LLC | 1,578 | $294.6K | 0.05% | +307+24.2% | Added |
| LexAurum Advisors, LLC | 1,580 | $295.0K | 0.04% | +1,580 | New |
| Epiq Partners, LLC | 1,584 | $295.7K | 0.14% | −57−3.5% | Reduced |
| Tritonpoint Wealth, LLC | 1,589 | $296.6K | 0.03% | +82+5.4% | Added |
| Rooted Wealth Advisors, Inc. | 1,593 | $296.7K | 0.08% | −562−26.1% | Reduced |
| Colonial Trust Co | 1,599 | $298.5K | 0.04% | −379−19.2% | Reduced |
| Bank of Stockton | 1,599 | $298.5K | 0.09% | +378+31.0% | Added |
| High Note Wealth, LLC | 1,599 | $298.5K | 0.06% | +64+4.2% | Added |
| B&D White Capital Company, LLC | 1,600 | $298.7K | 0.04% | +1,600 | New |
| Mathes Company, Inc. | 1,600 | $299.0K | 0.11% | −10,918−87.2% | Reduced |
| First American Trust, FSB | 1,603 | $299.1K | 0.02% | +118+7.9% | Added |
| Essential Partners LLC | 1,606 | $299.8K | 0.10% | +1,108+222.5% | Added |
| TFC Financial Management | 1,606 | $299.8K | 0.04% | −137−7.9% | Reduced |
| Liberty Wealth Management LLC | 1,611 | $300.6K | 0.04% | −334−17.2% | Reduced |
| Koss-Olinger Consulting, LLC | 1,611 | $300.7K | 0.03% | −41−2.5% | Reduced |
| Aspire Capital Advisors LLC | 1,615 | $301.4K | 0.07% | +334+26.1% | Added |
| MBL Wealth, LLC | 1,617 | $301.8K | 0.02% | +163+11.2% | Added |
| Corient IA LLC | 1,620 | $302.4K | 0.28% | −380−19.0% | Reduced |
| Signature Wealth Management Partners, LLC | 1,621 | $302.6K | 0.15% | +685+73.2% | Added |
| Global Assets Advisory, LLC | 1,625 | $303.3K | 0.09% | −1,246−43.4% | Reduced |
| Putney Financial Group LLC | 1,626 | $303.5K | 0.31% | −1,639−50.2% | Reduced |
| Claret Asset Management Corp | 1,626 | $304.0K | 0.04% | −11−0.7% | Reduced |
| Ignite Planners, LLC | 1,632 | $304.7K | 0.05% | +93+6.0% | Added |
| NWF Advisory Services Inc. | 1,634 | $305.0K | 0.03% | +213+15.0% | Added |
| Marino, Stram & Associates LLC | 1,642 | $306.5K | 0.06% | +49+3.1% | Added |
| JSF Financial, LLC | 1,644 | $306.9K | 0.06% | −232−12.4% | Reduced |
| Evolution Wealth Advisors, LLC | 1,645 | $307.1K | 0.03% | +1,645 | New |
| Abacus Planning Group, Inc. | 1,646 | $307.3K | 0.04% | −294−15.2% | Reduced |
| Fort Point Capital Partners LLC | 1,647 | $307.4K | 0.04% | +77+4.9% | Added |
| Indivisible Partners | 1,647 | $307.5K | 0.03% | +677+69.8% | Added |
| Arcataur Capital Management LLC | 1,653 | $308.6K | 0.09% | +25+1.5% | Added |
| Seeds Investor LLC | 1,802 | $308.7K | 0.04% | +266+17.3% | Added |
| Cornerstone Advisory, LLC | 1,658 | $309.6K | 0.03% | +81+5.1% | Added |
| Traveka Wealth, LLC | 1,660 | $309.8K | 0.12% | −164−9.0% | Reduced |
| Grandfield & Dodd, LLC | 1,669 | $311.6K | 0.02% | −220−11.6% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 1,671 | $312.0K | 0.15% | −31−1.8% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 1,676 | $312.9K | 0.38% | +45+2.8% | Added |
| Horizon Bancorp Inc | 1,681 | $314.0K | 0.15% | +472+39.0% | Added |
| Beacon Financial Group | 1,684 | $314.3K | 0.03% | +239+16.5% | Added |
| Johnson Financial Group, LLC | 1,685 | $314.5K | 0.02% | +1,685 | New |
| Kensington Investment Counsel, LLC | 1,686 | $314.7K | 0.15% | −231−12.1% | Reduced |
| Oasis Advisors, LLC | 1,695 | $315.1K | 0.06% | +1,695 | New |
| VisionPoint Advisory Group, LLC | 1,688 | $315.1K | 0.06% | +154+10.0% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,691 | $315.7K | 0.04% | +46+2.8% | Added |
| Bigelow Investment Advisors, LLC | 1,694 | $316.2K | 0.13% | −228−11.9% | Reduced |
| GenTrust, LLC | 1,697 | $316.8K | 0.01% | +1,697 | New |
| Patrick M Sweeney & Associates, Inc | 1,698 | $316.9K | 0.20% | +30+1.8% | Added |
| Auxano Advisors, LLC | 1,704 | $318.1K | 0.06% | +180+11.8% | Added |
| BlackDiamond Wealth Management Inc. | 1,704 | $318.1K | 0.15% | −271−13.7% | Reduced |
| JM2 Capital Inc. | 1,706 | $318.5K | 0.26% | +40+2.4% | Added |
| DMG Group, LLC | 1,712 | $319.6K | 0.22% | +317+22.7% | Added |
| Encompass Wealth Advisors, LLC | 1,714 | $319.9K | 0.11% | −101−5.6% | Reduced |
| Tyche Wealth Partners LLC | 1,717 | $320.6K | 0.05% | −3−0.2% | Reduced |
| MJP Associates Inc | 1,718 | $320.7K | 0.04% | +375+27.9% | Added |
| FF Advisors,LLC | 1,854 | $321.3K | 0.13% | +22+1.2% | Added |
| Eads & Heald Wealth Management | 1,722 | $321.4K | 0.16% | −687−28.5% | Reduced |
| Chesapeake Wealth Management | 1,724 | $321.8K | 0.10% | +1,724 | New |
| Capital Advantage, Inc. | 1,724 | $321.9K | 0.04% | −393−18.6% | Reduced |
| Summit Wealth Group LLC | 1,728 | $322.6K | 0.03% | −21−1.2% | Reduced |
| Guardian Asset Advisors, LLC | 1,727 | $322.6K | 0.19% | +122+7.6% | Added |
| Hartline Investment Corp | 1,732 | $323.3K | 0.04% | −90−4.9% | Reduced |
| Acorns Advisers, LLC | 1,735 | $324.0K | 0.00% | +413+31.2% | Added |
| Berger Financial Group, Inc | 1,739 | $324.6K | 0.02% | −228−11.6% | Reduced |
| Clark Financial Services Group Inc | 1,755 | $327.6K | 0.18% | +428+32.3% | Added |
| Evelyn Partners Investment Management Services Ltd | 1,758 | $328.2K | 0.04% | −266−13.1% | Reduced |
| Adapt Wealth Advisors, LLC | 1,758 | $328.2K | 0.12% | +435+32.9% | Added |
| Cane Capital Partners, LLC | 1,759 | $328.4K | 0.14% | +223+14.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,763 | $329.1K | 0.09% | −109−5.8% | Reduced |
| McAdam, LLC | 1,767 | $329.9K | 0.01% | +24+1.4% | Added |
| Vega Investment Solutions | 1,788 | $333.8K | 0.08% | −3,010−62.7% | Reduced |
| Edgestream Partners, L.P. | 1,794 | $334.9K | 0.01% | −892−33.2% | Reduced |