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 |
|---|---|---|---|---|---|
| Cape Ann Savings Bank | 2,169 | $404.9K | 0.20% | 00.0% | Unchanged |
| New Insight Wealth Advisors | 2,169 | $405.0K | 0.15% | −545−20.1% | Reduced |
| Capital Investment Counsel, Inc | 2,175 | $406.0K | 0.05% | +2,175 | New |
| Cascades Capital Asset Management, LLC | 2,176 | $406.1K | 0.17% | −155−6.6% | Reduced |
| Severin Investments, LLC | 2,190 | $408.8K | 0.35% | +2,190 | New |
| Fiduciary Family Office, LLC | 2,191 | $408.9K | 0.12% | −286−11.5% | Reduced |
| Davis R M Inc | 2,191 | $409.0K | 0.01% | −516−19.1% | Reduced |
| J.Safra Asset Management Corp | 2,193 | $409.4K | 0.02% | +43+2.0% | Added |
| Cambient Family Office, LLC | 2,196 | $409.9K | 0.06% | +283+14.8% | Added |
| Anchyra Partners LLC | 2,198 | $410.3K | 0.12% | +223+11.3% | Added |
| Great Diamond Partners, LLC | 2,202 | $411.0K | 0.08% | −636−22.4% | Reduced |
| Strategic Blueprint, LLC | 2,206 | $411.8K | 0.02% | +320+17.0% | Added |
| Csenge Advisory Group | 2,209 | $412.3K | 0.02% | −1,192−35.0% | Reduced |
| KWB Wealth | 1,561 | $413.5K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 2,219 | $414.2K | 0.03% | +39+1.8% | Added |
| Atlantic Trust, LLC | 2,233 | $416.8K | 0.07% | −285−11.3% | Reduced |
| Sunpointe, LLC | 2,241 | $418.3K | 0.14% | −39−1.7% | Reduced |
| Marathon Trading Investment Management LLC | 2,250 | $420.0K | 0.12% | +2,250 | New |
| Cim Investment Mangement Inc | 2,251 | $420.2K | 0.11% | −9−0.4% | Reduced |
| MOR Wealth Management, LLC | 2,256 | $421.1K | 0.19% | +2,256 | New |
| H&H Retirement Design & Management INC | 2,292 | $421.2K | 0.21% | +2,292 | New |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2,262 | $422.2K | 0.33% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 2,263 | $422.4K | 0.14% | +513+29.3% | Added |
| Basecamp Wealth Advisors LLC | 2,272 | $424.1K | 0.09% | +30+1.3% | Added |
| True North Advisors, LLC | 2,274 | $424.5K | 0.05% | −201−8.1% | Reduced |
| Eagle Wealth Advisors LLC | 2,279 | $425.4K | 0.39% | −1,124−33.0% | Reduced |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,280 | $425.6K | 0.06% | +1,010+79.5% | Added |
| IFG Advisors, LLC | 2,290 | $427.5K | 0.07% | +75+3.4% | Added |
| Axim Planning & Wealth | 2,292 | $427.8K | 0.52% | +2,292 | New |
| Connecticut Wealth Management, LLC | 2,298 | $429.0K | 0.02% | +13+0.6% | Added |
| Bensler, LLC | 2,308 | $430.8K | 0.04% | +932+67.7% | Added |
| Greenwich Wealth Management LLC | 2,315 | $432.0K | 0.02% | −116−4.8% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 2,325 | $434.0K | 0.19% | +447+23.8% | Added |
| Keating Financial Advisory Services, Inc. | 2,327 | $434.4K | 0.07% | −3,813−62.1% | Reduced |
| Concentrum Wealth Management | 2,330 | $435.0K | 0.13% | −427−15.5% | Reduced |
| Diligent Investors, LLC | 2,333 | $435.5K | 0.11% | +83+3.7% | Added |
| Klingman & Associates, LLC | 2,334 | $435.7K | 0.02% | −1,459−38.5% | Reduced |
| Etesian Wealth Advisors, Inc. | 2,341 | $437.0K | 0.14% | −998−29.9% | Reduced |
| Capital Advisors Inc | 2,345 | $437.8K | 0.01% | +17+0.7% | Added |
| Nichols & Pratt Advisers LLP | 2,347 | $438.1K | 0.03% | −800−25.4% | Reduced |
| Bridgewater Advisors Inc. | 2,647 | $438.9K | 0.03% | −426−13.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,365 | $440.0K | 0.14% | −545−18.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,365 | $441.5K | 0.10% | −1,959−45.3% | Reduced |
| Brady Family Wealth, LLC | 2,369 | $442.1K | 0.14% | −11,897−83.4% | Reduced |
| Monetary Management Group Inc | 2,370 | $442.4K | 0.11% | −200−7.8% | Reduced |
| Sandro Wealth Management LLC | 2,371 | $442.6K | 0.35% | +345+17.0% | Added |
| Inceptionr LLC | 2,375 | $443.3K | 0.11% | +253+11.9% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,381 | $444.5K | 0.10% | −57−2.3% | Reduced |
| Mma Asset Management LLC | 2,387 | $445.6K | 0.16% | +28+1.2% | Added |
| SPWM Advisors LLC | 2,602 | $445.7K | 0.39% | −519−16.6% | Reduced |
| Virtue Capital Management, LLC | 2,416 | $446.9K | 0.07% | −795−24.8% | Reduced |
| Cabot Wealth Management Inc | 2,398 | $447.6K | 0.05% | 00.0% | Unchanged |
| Hill Island Financial LLC | 2,399 | $447.9K | 0.11% | −232−8.8% | Reduced |
| Laurion Capital Management LP | 2,400 | $448.0K | 0.04% | +2,400 | New |
| Tennessee Valley Asset Management Partners | 2,404 | $448.8K | 0.06% | +235+10.8% | Added |
| Aviance Capital Partners, LLC | 2,405 | $448.9K | 0.05% | +428+21.6% | Added |
| Kera Capital Partners, Inc. | 2,408 | $449.5K | 0.06% | +273+12.8% | Added |
| Ferguson Wellman Capital Management, Inc | 2,410 | $449.9K | 0.01% | −269−10.0% | Reduced |
| Gamco Investors, Inc. Et Al | 2,411 | $450.1K | 0.00% | −678−21.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,413 | $450.4K | 0.03% | −2,013−45.5% | Reduced |
| Bank of Jackson Hole Trust | 2,414 | $450.6K | 0.22% | −46−1.9% | Reduced |
| Catalyst Private Wealth, LLC | 2,415 | $450.8K | 0.24% | −163−6.3% | Reduced |
| Wrapmanager Inc | 2,416 | $451.0K | 0.16% | −20−0.8% | Reduced |
| Argentarii, LLC | 2,416 | $451.1K | 0.16% | +1,286+113.8% | Added |
| Essex LLC | 2,419 | $451.6K | 0.08% | −1,375−36.2% | Reduced |
| Phillips Wealth Planners LLC | 2,548 | $452.2K | 0.34% | +98+4.0% | Added |
| Oxford Wealth Group, LLC | 2,429 | $453.5K | 0.25% | −517−17.5% | Reduced |
| AdvisorShares Investments LLC | 2,430 | $453.6K | 0.08% | +600+32.8% | Added |
| Intellectus Partners, LLC | 2,436 | $454.7K | 0.09% | +1,136+87.4% | Added |
| Ameriflex Group, Inc. | 2,443 | $456.0K | 0.23% | +357+17.1% | Added |
| TRB Wealth Management, LLC | 2,446 | $456.6K | 0.06% | +2,446 | New |
| Semus Wealth Partners LLC | 2,452 | $457.7K | 0.26% | +310+14.5% | Added |
| ZEGA Investments, LLC | 2,455 | $458.3K | 0.09% | +32+1.3% | Added |
| Abel Hall, LLC | 2,464 | $460.0K | 0.10% | +168+7.3% | Added |
| Waters Parkerson & Co., LLC | 2,465 | $460.1K | 0.02% | +750+43.7% | Added |
| Millstone Evans Group, LLC | 2,468 | $460.7K | 0.28% | 00.0% | Unchanged |
| Platform Technology Partners | 2,469 | $460.9K | 0.09% | +126+5.4% | Added |
| Natural Investments, LLC | 2,489 | $464.0K | 0.11% | +139+5.9% | Added |
| GAM Holding AG | 2,489 | $464.6K | 0.04% | −5,239−67.8% | Reduced |
| May Hill Capital, LLC | 2,494 | $465.6K | 0.12% | +1,157+86.5% | Added |
| Inscription Capital, LLC | 2,495 | $465.8K | 0.05% | −792−24.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 2,499 | $466.5K | 0.03% | +2,499 | New |
| TIG Advisors, LLC | 2,499 | $466.5K | 0.02% | +2,499 | New |
| Board of the Pension Protection Fund | 2,500 | $466.7K | 0.43% | +2,400+2,400.0% | Added |
| Tranquility Partners, LLC | 2,508 | $468.2K | 0.18% | −97−3.7% | Reduced |
| Knuff & Co LLC | 2,515 | $469.5K | 0.14% | −349−12.2% | Reduced |
| Telos Capital Management, Inc. | 2,516 | $469.7K | 0.04% | +986+64.4% | Added |
| IVC Wealth Advisors LLC | 2,518 | $470.0K | 0.20% | +246+10.8% | Added |
| Pure Financial Advisors, Inc. | 2,526 | $471.5K | 0.01% | +588+30.3% | Added |
| Kuhn & Co Investment Counsel | 2,527 | $471.7K | 0.30% | +60+2.4% | Added |
| Calton & Associates, Inc. | 2,530 | $472.2K | 0.07% | +339+15.5% | Added |
| Ponta Wealth Partners, LLC | 2,530 | $472.3K | 0.38% | +2,530 | New |
| Forum Financial Management, LP | 2,536 | $473.4K | 0.01% | −5,951−70.1% | Reduced |
| White Pine Capital LLC | 2,550 | $476.0K | 0.13% | −10−0.4% | Reduced |
| Redwood Financial Network Corp | 2,556 | $477.1K | 0.31% | −79−3.0% | Reduced |
| Accurate Wealth Management, LLC | 2,896 | $477.8K | 0.06% | +606+26.5% | Added |
| TBH Global Asset Management, LLC | 2,562 | $478.2K | 0.10% | −1,417−35.6% | Reduced |
| Baron Wealth Management LLC | 2,568 | $479.4K | 0.14% | +115+4.7% | Added |
| Apriem Advisors | 2,570 | $479.7K | 0.05% | +605+30.8% | Added |
| Summa Corp. | 2,571 | $479.9K | 0.20% | −138−5.1% | Reduced |