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
- 2,695
- −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
- 1,076 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 Wealth Solutions, LLC | 1,795 | $335.1K | 0.02% | +1,795 | New |
| Clarity Wealth Advisors, LLC | 1,796 | $335.3K | 0.07% | −35−1.9% | Reduced |
| GFG Capital, LLC | 1,797 | $335.4K | 0.11% | +1,797 | New |
| Fearless Solutions, LLC dba Best Invest | 1,799 | $335.9K | 0.20% | −295−14.1% | Reduced |
| Rossby Financial, LCC | 1,804 | $336.0K | 0.07% | +356+24.6% | Added |
| Pacific Sage Partners, LLC | 1,800 | $336.0K | 0.05% | +39+2.2% | Added |
| Argonautica Private Wealth Management, Inc | 1,808 | $337.5K | 0.10% | +60+3.4% | Added |
| Azimuth Capital Investment Management LLC | 1,815 | $338.8K | 0.01% | −35,965−95.2% | Reduced |
| Southern Financial Group, LLC | 1,820 | $339.8K | 0.09% | +431+31.0% | Added |
| Greater Midwest Financial Group, LLC | 1,831 | $341.8K | 0.18% | −13,862−88.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,831 | $341.9K | 0.05% | +180+10.9% | Added |
| Addison Advisors LLC | 1,832 | $342.0K | 0.08% | −291−13.7% | Reduced |
| Affinity Capital Advisors, LLC | 1,839 | $343.4K | 0.05% | +15+0.8% | Added |
| Smithfield Trust Co | 1,827 | $344.0K | 0.01% | −450−19.8% | Reduced |
| Orographic Financial Advisors, LLC | 1,845 | $344.0K | 0.24% | +1,845 | New |
| Moment Partners, LLC | 1,845 | $344.4K | 0.06% | +18+1.0% | Added |
| Icapital Wealth LLC | 1,861 | $347.0K | 0.21% | −2,292−55.2% | Reduced |
| Tannin Capital LLC | 1,861 | $347.4K | 0.25% | +385+26.1% | Added |
| Fielder Capital Group LLC | 1,865 | $348.1K | 0.08% | +274+17.2% | Added |
| BOK Financial Private Wealth, Inc. | 1,867 | $348.5K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,872 | $349.4K | 0.00% | −105,923−98.3% | Reduced |
| Princeton Capital Management LLC | 1,872 | $349.5K | 0.10% | −2,123−53.1% | Reduced |
| Argyle Capital Partners, LLC | 1,880 | $350.9K | 0.25% | −1,337−41.6% | Reduced |
| American Alpha Advisors, LLC | 1,881 | $351.1K | 0.21% | +939+99.7% | Added |
| CSS LLC | 1,881 | $351.1K | 0.02% | +710+60.6% | Added |
| Integrated Investment Consultants, LLC | 1,889 | $352.6K | 0.07% | −1,671−46.9% | Reduced |
| CFM Wealth Partners LLC | 1,892 | $353.2K | 0.05% | −30,067−94.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,893 | $353.4K | 0.04% | −191−9.2% | Reduced |
| Accel Wealth Management | 1,898 | $354.4K | 0.09% | −9−0.5% | Reduced |
| Stonebridge Financial Group, LLC | 1,900 | $354.6K | 0.30% | +275+16.9% | Added |
| FSB Premier Wealth Management, Inc. | 1,910 | $356.6K | 0.11% | +55+3.0% | Added |
| Winthrop Advisory Group LLC | 1,911 | $356.6K | 0.03% | −246−11.4% | Reduced |
| CrossGen Wealth, LLC | 1,919 | $358.3K | 0.31% | −1,177−38.0% | Reduced |
| Investors Research Corp | 1,920 | $358.4K | 0.07% | 00.0% | Unchanged |
| Beckerman Institutional, LLC | 1,921 | $358.6K | 0.19% | +871+83.0% | Added |
| Sym Financial Corp | 1,921 | $358.6K | 0.04% | +466+32.0% | Added |
| New Wave Wealth Advisors LLC | 1,929 | $360.1K | 0.13% | +607+45.9% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 1,930 | $360.3K | 0.12% | −3,047−61.2% | Reduced |
| V2 Financial group LLC | 1,945 | $363.0K | 0.17% | +3+0.2% | Added |
| CVA Family Office, LLC | 1,948 | $363.7K | 0.04% | +396+25.5% | Added |
| WBH Advisory Inc | 1,953 | $363.8K | 0.03% | −206−9.5% | Reduced |
| Wisconsin Wealth Advisors, LLC | 1,957 | $365.4K | 0.36% | +1+0.1% | Added |
| Walkner Condon Financial Advisors LLC | 1,960 | $365.9K | 0.05% | −189−8.8% | Reduced |
| Laurel Oak Wealth Management, LLC | 1,960 | $365.9K | 0.06% | −105−5.1% | Reduced |
| Appleton Partners Inc | 1,960 | $366.0K | 0.03% | −76−3.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,961 | $366.1K | 0.03% | +60+3.2% | Added |
| Leavell Investment Management, Inc. | 1,965 | $366.8K | 0.02% | −375−16.0% | Reduced |
| Forum Finance Group S.A. | 2,518 | $367.0K | 0.20% | +2,518 | New |
| Kiley Juergens Wealth Management, LLC | 1,974 | $368.6K | 0.07% | +1,974 | New |
| Triumph Capital Management | 1,983 | $370.1K | 0.08% | +535+36.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,991 | $371.7K | 0.04% | −1,069−34.9% | Reduced |
| Financial Enhancement Group LLC | 2,048 | $373.0K | 0.05% | −21−1.0% | Reduced |
| Howard Financial Services, Ltd. | 1,999 | $373.2K | 0.04% | +378+23.3% | Added |
| Financial Planning Hawaii, Inc. | 2,000 | $373.3K | 0.22% | 00.0% | Unchanged |
| Intercapital, LLC | 2,000 | $373.3K | 0.21% | +2,000 | New |
| Alley Investment Management Company, LLC | 2,000 | $373.3K | 0.05% | 00.0% | Unchanged |
| United Community Bank | 2,008 | $374.8K | 0.12% | −895−30.8% | Reduced |
| Victory Financial Group, LLC | 2,008 | $374.8K | 0.05% | −230−10.3% | Reduced |
| Quent Capital, LLC | 2,008 | $374.9K | 0.03% | −2,808−58.3% | Reduced |
| Perennial Advisors, LLC | 2,014 | $376.0K | 0.06% | −153−7.1% | Reduced |
| AGH Wealth Advisors, LLC | 2,017 | $376.5K | 0.28% | −311−13.4% | Reduced |
| Latko Wealth Management, Ltd. | 2,018 | $376.8K | 0.18% | −47−2.3% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 2,020 | $377.0K | 0.24% | +455+29.1% | Added |
| Synergy Financial Group, LTD | 2,021 | $377.3K | 0.28% | +9+0.4% | Added |
| Broadway Wealth Solutions, Inc. | 2,027 | $378.3K | 0.20% | +584+40.5% | Added |
| Focus Financial Network, Inc. | 2,027 | $378.4K | 0.01% | −1,184−36.9% | Reduced |
| Runnymede Capital Advisors, Inc. | 2,030 | $378.9K | 0.33% | −3,753−64.9% | Reduced |
| Willner & Heller, LLC | 2,039 | $380.5K | 0.28% | +645+46.3% | Added |
| Wedge Capital Management L L P | 2,041 | $381.0K | 0.01% | +263+14.8% | Added |
| Pinnacle Bancorp, Inc. | 2,041 | $381.0K | 0.11% | +341+20.1% | Added |
| Avalon Trust Co | 2,043 | $381.4K | 0.03% | −552−21.3% | Reduced |
| Armis Advisers, LLC | 2,300 | $381.5K | 0.04% | −190−7.6% | Reduced |
| Garden State Investment Advisory Services LLC | 2,042 | $381.7K | 0.09% | −252−11.0% | Reduced |
| Jacobsen Capital Management | 2,053 | $383.2K | 0.13% | +323+18.7% | Added |
| Windsor Capital Management, LLC | 2,055 | $383.6K | 0.11% | −130−5.9% | Reduced |
| Rexford Capital Inc | 2,056 | $383.8K | 0.27% | +225+12.3% | Added |
| Ark Wealth Advisors LLC | 2,056 | $383.8K | 0.38% | +900+77.9% | Added |
| S Harris Financial Group, LLC | 2,057 | $383.9K | 0.35% | −344−14.3% | Reduced |
| HCR Wealth Advisors | 2,069 | $386.2K | 0.04% | +10.0% | Added |
| Montag A & Associates Inc | 2,070 | $386.3K | 0.02% | −1,535−42.6% | Reduced |
| Benin Management CORP | 2,070 | $386.4K | 0.09% | +263+14.6% | Added |
| McHugh Group, LLC | 2,075 | $387.2K | 0.23% | +25+1.2% | Added |
| Bingham Private Wealth, LLC | 2,081 | $388.5K | 0.31% | −30−1.4% | Reduced |
| PFC Capital Group, Inc. | 2,089 | $389.0K | 0.17% | −522−20.0% | Reduced |
| Northern Lights Advisors, Inc. | 2,104 | $392.7K | 0.27% | +129+6.5% | Added |
| Laffer Tengler Investments | 2,117 | $395.2K | 0.06% | −13−0.6% | Reduced |
| a16z Perennial Management, L.P. | 2,117 | $395.2K | 0.03% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 2,117 | $395.2K | 0.01% | +907+75.0% | Added |
| Consilio Wealth Advisors, LLC | 2,121 | $395.9K | 0.12% | −9−0.4% | Reduced |
| RAM Investment Partners, LLC | 2,122 | $396.1K | 0.07% | +79+3.9% | Added |
| Ewa, LLC | 2,131 | $397.8K | 0.09% | +174+8.9% | Added |
| Capstone Wealth Management Group LLC | 2,131 | $397.8K | 0.24% | −66−3.0% | Reduced |
| Quadcap Wealth Management, LLC | 2,135 | $398.6K | 0.05% | −2,020−48.6% | Reduced |
| Hilltop National Bank | 2,139 | $399.3K | 0.09% | +115+5.7% | Added |
| Advisor Resource Council | 2,142 | $399.8K | 0.16% | +129+6.4% | Added |
| American State Bank (Iowa) | 2,143 | $400.0K | 0.19% | +144+7.2% | Added |
| Harmony Asset Management LLC | 2,153 | $401.9K | 0.12% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,154 | $402.2K | 0.03% | +673+45.4% | Added |
| F/M Investments LLC | 2,161 | $403.4K | 0.03% | −19,206−89.9% | Reduced |
| 626 Financial, LLC | 2,168 | $404.7K | 0.18% | −2,708−55.5% | Reduced |