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 |
|---|---|---|---|---|---|
| Diversified Trust Co | 15,756 | $2.94M | 0.05% | −1,139−6.7% | Reduced |
| Mutual Advisors, LLC | 15,696 | $2.93M | 0.06% | +4,290+37.6% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $2.92M | 0.10% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 15,622 | $2.92M | 0.60% | −560−3.5% | Reduced |
| AustralianSuper Pty Ltd | 15,564 | $2.91M | 0.02% | +7,037+82.5% | Added |
| Condor Capital Management | 15,519 | $2.90M | 0.24% | −184−1.2% | Reduced |
| RV Capital GmbH | 15,511 | $2.90M | 0.76% | +4,531+41.3% | Added |
| Great Valley Advisor Group, Inc. | 15,480 | $2.89M | 0.05% | −20,842−57.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,455 | $2.88M | 0.15% | −3,284−17.5% | Reduced |
| Krane Funds Advisors LLC | 15,484 | $2.87M | 0.12% | +7,230+87.6% | Added |
| Lyell Wealth Management, LP | 15,355 | $2.87M | 0.21% | −36,739−70.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 15,431 | $2.86M | 0.06% | −1,018−6.2% | Reduced |
| Morton Community Bank | 15,282 | $2.85M | 0.62% | +377+2.5% | Added |
| Wealth Advisors of Tampa Bay, LLC | 15,256 | $2.85M | 0.94% | +400+2.7% | Added |
| J.W. Cole Advisors, Inc. | 15,220 | $2.84M | 0.10% | −1,452−8.7% | Reduced |
| BFSG, LLC | 15,217 | $2.84M | 0.27% | +4,660+44.1% | Added |
| Partners Capital Investment Group, LLP | 15,137 | $2.83M | 0.11% | −1,770−10.5% | Reduced |
| Means Investment Co., Inc. | 15,091 | $2.82M | 0.25% | −639−4.1% | Reduced |
| IPG Investment Advisors LLC | 15,084 | $2.82M | 0.48% | +2,687+21.7% | Added |
| Aquatic Capital Management LLC | 15,081 | $2.82M | 0.08% | −10,712−41.5% | Reduced |
| Legacy Private Trust Co. | 15,022 | $2.80M | 0.17% | +9,159+156.2% | Added |
| Garrett Investment Advisors LLC | 14,925 | $2.79M | 0.22% | +596+4.2% | Added |
| GAMMA Investing LLC | 14,896 | $2.78M | 0.13% | −992−6.2% | Reduced |
| Bailard, Inc. | 14,847 | $2.77M | 0.06% | −79−0.5% | Reduced |
| Ledyard National Bank | 14,831 | $2.77M | 0.24% | +1,364+10.1% | Added |
| Private Wealth Partners, LLC | 14,782 | $2.76M | 0.21% | −3,607−19.6% | Reduced |
| South Dakota Investment Council | 14,769 | $2.76M | 0.05% | +7,141+93.6% | Added |
| Flputnam Investment Management Co | 14,726 | $2.75M | 0.04% | −51,929−77.9% | Reduced |
| Meyer Handelman Co | 14,710 | $2.75M | 0.09% | −13,506−47.9% | Reduced |
| Shikiar Asset Management Inc | 14,707 | $2.75M | 0.79% | −15,260−50.9% | Reduced |
| Western Wealth Management, LLC | 14,663 | $2.74M | 0.11% | +4,799+48.7% | Added |
| Resources Investment Advisors, LLC. | 14,643 | $2.73M | 0.03% | −2,803−16.1% | Reduced |
| Westwood Holdings Group Inc. | 14,618 | $2.73M | 0.02% | −195,264−93.0% | Reduced |
| SFE Investment Counsel | 14,593 | $2.72M | 0.44% | −2,801−16.1% | Reduced |
| RMR Wealth Builders | 14,581 | $2.72M | 0.21% | +4,061+38.6% | Added |
| Corvex Management LP | 14,500 | $2.71M | 0.11% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 14,406 | $2.69M | 0.66% | +1,789+14.2% | Added |
| Dorsey & Whitney Trust CO LLC | 14,314 | $2.67M | 0.15% | −8,483−37.2% | Reduced |
| Trust Co of Toledo NA | 14,157 | $2.64M | 0.25% | −284−2.0% | Reduced |
| Advocate Group LLC | 14,091 | $2.63M | 0.41% | +1,314+10.3% | Added |
| Capula Management Ltd | 14,055 | $2.62M | 0.02% | +12,508+808.5% | Added |
| CCM Investment Advisers LLC | 14,038 | $2.62M | 0.25% | −2,667−16.0% | Reduced |
| Nicollet Investment Management, Inc. | 14,009 | $2.62M | 0.90% | −372−2.6% | Reduced |
| Hall Laurie J Trustee | 13,961 | $2.61M | 0.92% | +395+2.9% | Added |
| NorthRock Partners, LLC | 13,929 | $2.60M | 0.04% | +2,059+17.3% | Added |
| Resources Management Corp | 13,904 | $2.60M | 0.34% | +1,639+13.4% | Added |
| Atomi Financial Group, Inc. | 13,855 | $2.59M | 0.08% | −3,926−22.1% | Reduced |
| 180 Wealth Advisors, LLC | 13,838 | $2.58M | 0.29% | +2,730+24.6% | Added |
| South State Corp. | 13,822 | $2.58M | 0.12% | −1,797−11.5% | Reduced |
| Sterling Capital Management LLC | 13,808 | $2.58M | 0.05% | −1,849−11.8% | Reduced |
| Caldwell Trust Co | 13,778 | $2.57M | 0.23% | −795−5.5% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 13,777 | $2.57M | 1.46% | +2,895+26.6% | Added |
| CFC Planning Co LLC | 13,730 | $2.56M | 1.85% | +2,516+22.4% | Added |
| Coastal Bridge Advisors, LLC | 13,718 | $2.56M | 0.18% | +3,388+32.8% | Added |
| MV Capital Management, Inc. | 13,707 | $2.56M | 0.25% | +315+2.4% | Added |
| AlphaCore Capital LLC | 13,705 | $2.56M | 0.06% | +1,574+13.0% | Added |
| Beech Hill Advisors, Inc. | 13,665 | $2.55M | 1.28% | +2,645+24.0% | Added |
| Community Bank, N.A. | 13,632 | $2.54M | 0.30% | +3,860+39.5% | Added |
| Savvy Advisors, Inc. | 13,571 | $2.53M | 0.07% | +2,741+25.3% | Added |
| Concord Wealth Partners | 13,559 | $2.53M | 0.33% | +2,591+23.6% | Added |
| Mission Wealth Management, LP | 13,558 | $2.53M | 0.05% | −1,337−9.0% | Reduced |
| Kentucky Retirement Systems | 45,802 | $2.53M | 0.19% | −12,818−21.9% | Reduced |
| Linscomb & Williams, Inc. | 13,531 | $2.53M | 0.11% | −3,829−22.1% | Reduced |
| Sandhill Capital Partners LLC | 13,517 | $2.52M | 0.22% | −1,369−9.2% | Reduced |
| Laurel Wealth Advisors LLC | 13,828 | $2.51M | 0.25% | −448−3.1% | Reduced |
| Zhang Financial LLC | 13,449 | $2.51M | 0.09% | +3,215+31.4% | Added |
| IHT Wealth Management, LLC | 13,439 | $2.51M | 0.06% | +486+3.8% | Added |
| WealthShield Partners, LLC | 13,403 | $2.50M | 0.28% | −1,140−7.8% | Reduced |
| Nixon Peabody Trust Co | 13,388 | $2.50M | 0.20% | −48,866−78.5% | Reduced |
| Gladstone Institutional Advisory LLC | 13,340 | $2.49M | 0.09% | −837−5.9% | Reduced |
| HighPoint Advisor Group LLC | 13,281 | $2.48M | 0.10% | −30,316−69.5% | Reduced |
| Change Path, LLC | 13,230 | $2.47M | 0.06% | −120−0.9% | Reduced |
| Quantbot Technologies LP | 13,208 | $2.47M | 0.10% | +13,208 | New |
| Resonant Capital Advisors, LLC | 13,179 | $2.46M | 0.13% | +1,611+13.9% | Added |
| Frank, Rimerman Advisors LLC | 13,177 | $2.46M | 0.16% | −71−0.5% | Reduced |
| RFG Advisory, LLC | 13,177 | $2.46M | 0.05% | +2,088+18.8% | Added |
| GKV Capital Management Co., Inc. | 13,174 | $2.46M | 0.92% | +1,150+9.6% | Added |
| Cohen Investment Advisors LLC | 13,146 | $2.45M | 1.17% | −254−1.9% | Reduced |
| LVM Capital Management Ltd | 13,120 | $2.45M | 0.23% | −35,431−73.0% | Reduced |
| HBW Advisory Services LLC | 13,098 | $2.44M | 0.26% | +57+0.4% | Added |
| Concord Asset Management, LLC | 13,074 | $2.44M | 0.41% | +2,580+24.6% | Added |
| Knights of Columbus Asset Advisors LLC | 13,064 | $2.44M | 0.14% | +1,405+12.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 13,000 | $2.43M | 0.14% | −21,366−62.2% | Reduced |
| Edentree Asset Management Ltd | 12,987 | $2.42M | 0.73% | −32,611−71.5% | Reduced |
| Capital Investment Advisors, LLC | 12,867 | $2.40M | 0.04% | +2,233+21.0% | Added |
| Cornerstone Planning, LLC | 12,699 | $2.37M | 0.54% | +2,235+21.4% | Added |
| Wealthcare Advisory Partners LLC | 12,700 | $2.37M | 0.05% | −163−1.3% | Reduced |
| Cove Private Wealth, LLC | 12,647 | $2.36M | 0.54% | +3,347+36.0% | Added |
| First Horizon Corp | 12,621 | $2.36M | 0.10% | −461−3.5% | Reduced |
| Howard Hughes Medical Institute | 12,612 | $2.35M | 0.57% | +12,407+6,052.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 12,567 | $2.35M | 0.79% | −20,112−61.5% | Reduced |
| Lafayette Investments, Inc. | 12,536 | $2.34M | 0.47% | +10,658+567.5% | Added |
| Jefferies Financial Group Inc. | 12,518 | $2.34M | 0.03% | −13,514−51.9% | Reduced |
| Buckingham Strategic Partners | 12,497 | $2.33M | 0.02% | +4,746+61.2% | Added |
| McDonald Partners LLC | 12,477 | $2.33M | 0.55% | +12,477 | New |
| Winch Advisory Services, LLC | 12,474 | $2.33M | 0.53% | +103+0.8% | Added |
| Lazard Freres Gestion S.A.S. | 12,445 | $2.32M | 0.05% | −23,409−65.3% | Reduced |
| Centaurus Financial, Inc. | 12,405 | $2.32M | 0.11% | −3,578−22.4% | Reduced |
| Hills Bank & Trust Co | 12,319 | $2.30M | 0.11% | −4,385−26.3% | Reduced |
| Boyd Watterson Asset Management LLC | 12,163 | $2.27M | 0.70% | +2,030+20.0% | Added |