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 |
|---|---|---|---|---|---|
| Twin Capital Management Inc | 12,151 | $2.27M | 0.29% | −306−2.5% | Reduced |
| Wealthedge Investment Advisors, LLC | 12,145 | $2.27M | 0.83% | +12,145 | New |
| Wright Investors Service Inc | 12,136 | $2.27M | 0.71% | +5,950+96.2% | Added |
| Norway Savings Bank | 11,986 | $2.24M | 1.06% | +182+1.5% | Added |
| LifePlan Financial, LLC | 11,974 | $2.24M | 1.65% | +2,090+21.1% | Added |
| Parsons Capital Management Inc | 11,952 | $2.23M | 0.10% | −4,409−26.9% | Reduced |
| Sovran Advisors, LLC | 12,627 | $2.23M | 0.17% | +2,611+26.1% | Added |
| Greenup Street Wealth Management LLC | 11,900 | $2.22M | 0.31% | +11,900 | New |
| Advisors Preferred, LLC | 11,900 | $2.22M | 0.33% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 11,893 | $2.22M | 0.62% | −238−2.0% | Reduced |
| New Hampshire Trust | 11,877 | $2.22M | 0.45% | +439+3.8% | Added |
| KPP Advisory Services LLC | 11,795 | $2.20M | 0.32% | −322−2.7% | Reduced |
| Osmosis Investment Management UK Ltd | 11,741 | $2.19M | 0.06% | −32,352−73.4% | Reduced |
| AXS Investments LLC | 11,718 | $2.19M | 0.88% | −1,618−12.1% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 11,716 | $2.19M | 0.01% | +11,716 | New |
| Gs Investments, Inc. | 11,693 | $2.18M | 1.25% | −50.0% | Reduced |
| GPM Growth Investors, Inc. | 11,683 | $2.18M | 0.92% | −266−2.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 11,683 | $2.18M | 0.37% | +7,483+178.2% | Added |
| Volterra Technologies LP | 11,593 | $2.16M | 1.54% | +11,593 | New |
| Parsonex Advisory Services, Inc. | 11,569 | $2.16M | 2.11% | −1,419−10.9% | Reduced |
| Independence Bank of Kentucky | 11,553 | $2.16M | 0.27% | −949−7.6% | Reduced |
| Aspiriant, LLC | 11,525 | $2.15M | 0.06% | −102−0.9% | Reduced |
| Generali Investments, Management Co LLC | 11,502 | $2.15M | 0.50% | +4,894+74.1% | Added |
| Harrell Investment Partners, LLC | 11,500 | $2.15M | 0.51% | −797−6.5% | Reduced |
| BankPlus Trust Department | 11,482 | $2.14M | 0.57% | +3,397+42.0% | Added |
| Hunter Perkins Capital Management, LLC | 11,481 | $2.14M | 0.50% | +11,481 | New |
| M Holdings Securities, Inc. | 11,878 | $2.13M | 0.14% | +11,878 | New |
| Atala Financial Inc | 11,432 | $2.13M | 1.43% | +607+5.6% | Added |
| Legacy Financial Advisors, Inc. | 11,379 | $2.12M | 0.30% | −420−3.6% | Reduced |
| Jacobi Capital Management LLC | 11,356 | $2.12M | 0.12% | +2,214+24.2% | Added |
| Next Capital Management LLC | 11,350 | $2.12M | 0.64% | +11,350 | New |
| Boomfish Wealth Group, LLC | 11,329 | $2.11M | 1.13% | +230+2.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 11,280 | $2.11M | 1.36% | −291−2.5% | Reduced |
| EverSource Wealth Advisors, LLC | 11,249 | $2.10M | 0.06% | +2,056+22.4% | Added |
| Sofos Investments, Inc. | 11,245 | $2.10M | 0.37% | +744+7.1% | Added |
| PFG Investments, LLC | 11,217 | $2.09M | 0.10% | +113+1.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 11,220 | $2.09M | 0.01% | −287−2.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 11,208 | $2.09M | 0.82% | −90−0.8% | Reduced |
| Williams & Novak, LLC | 11,227 | $2.09M | 1.57% | +11,227 | New |
| Valicenti Advisory Services Inc | 11,188 | $2.09M | 0.45% | −164−1.4% | Reduced |
| CWA Asset Management Group, LLC | 11,173 | $2.09M | 0.07% | +1,419+14.5% | Added |
| VestGen Advisors, LLC | 12,165 | $2.08M | 0.06% | −5,642−31.7% | Reduced |
| Nilsine Partners, LLC | 11,546 | $2.08M | 0.16% | +4,354+60.5% | Added |
| Cornerstone Wealth Management, LLC | 11,138 | $2.08M | 0.10% | +575+5.4% | Added |
| United Bank | 11,105 | $2.07M | 0.69% | −845−7.1% | Reduced |
| Fragasso Group Inc. | 11,199 | $2.07M | 0.13% | −3,755−25.1% | Reduced |
| Nations Financial Group Inc, | 11,058 | $2.06M | 0.11% | +428+4.0% | Added |
| Teamwork Financial Advisors, LLC | 11,019 | $2.06M | 0.23% | +2,330+26.8% | Added |
| Alta Capital Management LLC | 11,011 | $2.06M | 0.16% | +268+2.5% | Added |
| Insigneo Advisory Services, LLC | 10,975 | $2.05M | 0.15% | +248+2.3% | Added |
| Hillman Capital Management, Inc. | 10,956 | $2.05M | 1.42% | +559+5.4% | Added |
| Mattern Capital Management, LLC | 10,927 | $2.04M | 0.24% | +5,947+119.4% | Added |
| Fairtree Asset Management (Pty) Ltd | 10,876 | $2.03M | 0.93% | −2,751−20.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 10,869 | $2.03M | 0.10% | −1,566−12.6% | Reduced |
| Icon Advisers Inc | 10,862 | $2.03M | 0.47% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 10,807 | $2.02M | 0.26% | +8,144+305.8% | Added |
| Morangie Management LLC | 10,774 | $2.01M | 1.85% | +331+3.2% | Added |
| Finer Wealth Management, Inc. | 10,735 | $2.00M | 1.01% | −2,636−19.7% | Reduced |
| Monarch Capital Management Inc | 10,704 | $2.00M | 0.49% | +5,213+94.9% | Added |
| Demars Financial Group, LLC | 10,656 | $1.99M | 0.65% | +6,108+134.3% | Added |
| Kornitzer Capital Management Inc | 10,655 | $1.99M | 0.04% | −2,305−17.8% | Reduced |
| Clarkston Capital Partners, LLC | 10,640 | $1.99M | 0.15% | +10,640 | New |
| Trust Asset Management LLC | 10,637 | $1.99M | 0.14% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10,629 | $1.98M | 0.58% | +540+5.4% | Added |
| OMC Financial Services LTD | 10,561 | $1.97M | 0.76% | −62−0.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 10,552 | $1.97M | 0.59% | +1,204+12.9% | Added |
| Fulton Bank, N.A. | 10,501 | $1.96M | 0.07% | −272−2.5% | Reduced |
| BCJ Capital Management, LLC | 10,456 | $1.95M | 0.10% | +2,629+33.6% | Added |
| Eagle Strategies LLC | 10,443 | $1.95M | 0.23% | −4,581−30.5% | Reduced |
| Roundview Capital LLC | 10,417 | $1.94M | 0.12% | −766−6.8% | Reduced |
| Jones Kertz & Associates, Inc. | 10,373 | $1.94M | 1.03% | +80+0.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,311 | $1.92M | 0.17% | +40+0.4% | Added |
| Bangor Savings Bank | 10,243 | $1.91M | 0.15% | +3,105+43.5% | Added |
| Sculati Wealth Management, LLC | 10,162 | $1.90M | 0.70% | +391+4.0% | Added |
| Stansberry Asset Management, LLC | 10,158 | $1.90M | 0.19% | −3,261−24.3% | Reduced |
| First County Bank | 10,154 | $1.90M | 1.01% | +5,073+99.8% | Added |
| Caliber Wealth Management, LLC | 10,153 | $1.90M | 0.21% | +2,040+25.1% | Added |
| Cache Advisors, LLC | 10,101 | $1.89M | 0.22% | +433+4.5% | Added |
| Aft, Forsyth & Company, Inc. | 10,039 | $1.87M | 0.88% | −65−0.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 10,031 | $1.87M | 0.23% | +411+4.3% | Added |
| Kamunting Street Capital Management, L.P. | 10,000 | $1.87M | 1.02% | −5,000−33.3% | Reduced |
| Cumberland Partners Ltd | 10,000 | $1.87M | 0.14% | −12,600−55.8% | Reduced |
| Syon Capital LLC | 9,945 | $1.86M | 0.09% | −1,299−11.6% | Reduced |
| Ronald Blue Trust, Inc. | 9,914 | $1.85M | 0.02% | −211−2.1% | Reduced |
| Rockland Trust Co | 9,868 | $1.84M | 0.07% | −2,395−19.5% | Reduced |
| Venturi Wealth Management, LLC | 9,833 | $1.84M | 0.08% | +1,149+13.2% | Added |
| SRS Capital Advisors, Inc. | 9,791 | $1.83M | 0.05% | −2,265−18.8% | Reduced |
| Pinnacle Holdings, LLC | 9,769 | $1.82M | 0.59% | +1,317+15.6% | Added |
| Dakota Wealth Management | 9,666 | $1.80M | 0.04% | −27,530−74.0% | Reduced |
| Rodgers Brothers Inc. | 9,651 | $1.80M | 0.21% | +8,450+703.6% | Added |
| Moneta Group Investment Advisors LLC | 9,628 | $1.80M | 0.01% | +664+7.4% | Added |
| TLWM | 9,610 | $1.79M | 0.32% | +489+5.4% | Added |
| Portfolio Design Labs, LLC | 9,596 | $1.79M | 0.32% | +571+6.3% | Added |
| Moody National Bank Trust Division | 9,577 | $1.79M | 0.17% | +1,019+11.9% | Added |
| Westside Investment Management, Inc. | 9,565 | $1.79M | 0.27% | +4,618+93.3% | Added |
| Sanders Morris Harris LLC | 9,557 | $1.78M | 0.28% | +9,557 | New |
| Tiemann Investment Advisors, LLC | 9,520 | $1.78M | 0.70% | −60−0.6% | Reduced |
| Journey Strategic Wealth LLC | 9,482 | $1.77M | 0.04% | +3,604+61.3% | Added |
| Center for Financial Planning, Inc. | 9,470 | $1.77M | 0.18% | +1,704+21.9% | Added |
| Compton Wealth Advisory Group, LLC | 9,487 | $1.77M | 0.39% | +101+1.1% | Added |