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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 9,460 | $1.76M | 0.23% | −372−3.8% | Reduced |
| Rare Wolf Capital LLC | 9,455 | $1.76M | 1.14% | +2,508+36.1% | Added |
| SWP Investment Management LLC | 9,410 | $1.76M | 1.31% | +9,410 | New |
| HF Advisory Group, LLC | 9,409 | $1.76M | 0.60% | +2,108+28.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 9,387 | $1.75M | 0.04% | −2,552−21.4% | Reduced |
| Midwest Professional Planners, LTD. | 9,340 | $1.74M | 0.41% | −206−2.2% | Reduced |
| Connable Office Inc | 9,338 | $1.74M | 0.17% | −8,274−47.0% | Reduced |
| Elevated Financial Group LLC | 9,324 | $1.74M | 0.58% | +315+3.5% | Added |
| Boltwood Capital Management | 9,216 | $1.72M | 0.44% | +65+0.7% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 9,183 | $1.71M | 0.15% | 00.0% | Unchanged |
| Winton Group Ltd | 9,174 | $1.71M | 0.06% | +5,756+168.4% | Added |
| Hudson Canyon Capital Management | 9,150 | $1.71M | 1.05% | +1,295+16.5% | Added |
| VELA Investment Management, LLC | 9,107 | $1.70M | 0.44% | +2,264+33.1% | Added |
| Premier Path Wealth Partners, LLC | 9,044 | $1.69M | 0.22% | −379−4.0% | Reduced |
| Highland Capital Management, LLC | 8,991 | $1.68M | 0.09% | +8,991 | New |
| Rossmore Private Capital | 8,978 | $1.68M | 0.15% | −195−2.1% | Reduced |
| WP Advisors, LLC | 8,975 | $1.68M | 0.43% | +451+5.3% | Added |
| Sowell Financial Services LLC | 8,969 | $1.67M | 0.06% | −253−2.7% | Reduced |
| First American Bank | 8,967 | $1.67M | 0.11% | −5,451−37.8% | Reduced |
| Citizens & Northern Corp | 8,947 | $1.67M | 0.42% | +480+5.7% | Added |
| Cetera Trust Company, N.A | 8,876 | $1.66M | 0.94% | −570−6.0% | Reduced |
| Evoke Wealth, LLC | 8,873 | $1.66M | 0.03% | +1,262+16.6% | Added |
| Frec Markets, Inc. | 8,829 | $1.65M | 0.28% | +3,049+52.8% | Added |
| Silvant Capital Management LLC | 8,817 | $1.65M | 0.06% | +550+6.7% | Added |
| Triangle Securities Wealth Management | 8,752 | $1.63M | 0.37% | +284+3.4% | Added |
| SeaCrest Wealth Management, LLC | 8,723 | $1.63M | 0.17% | −571−6.1% | Reduced |
| Nelson Capital Management, LLC | 8,723 | $1.63M | 0.20% | +142+1.7% | Added |
| Great Lakes Retirement, Inc. | 8,717 | $1.63M | 0.17% | +826+10.5% | Added |
| Cigna Investments Inc | 8,710 | $1.63M | 0.25% | −335−3.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 8,680 | $1.62M | 0.03% | −1,230−12.4% | Reduced |
| Smithbridge Asset Management Inc | 8,676 | $1.62M | 0.24% | −10,227−54.1% | Reduced |
| Vectors Research Management, LLC | 8,661 | $1.62M | 0.47% | +8,661 | New |
| Chicago Partners Investment Group LLC | 8,487 | $1.61M | 0.04% | −72−0.8% | Reduced |
| FOCUS Wealth Advisors, LLC | 8,619 | $1.61M | 0.79% | −469−5.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 8,602 | $1.60M | 0.28% | −465−5.1% | Reduced |
| Paradigm Financial Partners, LLC | 8,556 | $1.60M | 0.29% | −3,794−30.7% | Reduced |
| National Asset Management, Inc. | 8,622 | $1.60M | 0.10% | −4,128−32.4% | Reduced |
| Collaborative Fund Advisors, LLC | 8,544 | $1.59M | 0.99% | +8,544 | New |
| SCS Capital Management LLC | 8,467 | $1.58M | 0.02% | −2,225−20.8% | Reduced |
| Cullinan Associates Inc | 8,455 | $1.58M | 0.13% | −3,445−28.9% | Reduced |
| Harbour Investments, Inc. | 8,418 | $1.57M | 0.02% | +4,062+93.3% | Added |
| Ameritas Investment Partners, Inc. | 8,403 | $1.57M | 0.05% | −118−1.4% | Reduced |
| Orin Green Financial, LLC | 8,372 | $1.56M | 0.64% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 8,348 | $1.56M | 1.01% | 00.0% | Unchanged |
| Power Wealth Management LLC | 8,332 | $1.56M | 0.58% | −638−7.1% | Reduced |
| DB Fitzpatrick & Co, Inc | 8,330 | $1.55M | 1.33% | +2,864+52.4% | Added |
| Aaron Wealth Advisors | 8,317 | $1.55M | 0.09% | −3,660−30.6% | Reduced |
| HighVista Strategies LLC | 8,313 | $1.55M | 0.43% | −300−3.5% | Reduced |
| WD Rutherford LLC | 8,285 | $1.55M | 0.69% | −240−2.8% | Reduced |
| John G Ullman & Associates Inc | 8,283 | $1.55M | 0.20% | −3,567−30.1% | Reduced |
| Abacus Wealth Partners, LLC | 8,274 | $1.54M | 0.14% | +689+9.1% | Added |
| VCI Wealth Management LLC | 8,257 | $1.54M | 0.43% | +8,257 | New |
| Umpqua Bank | 8,234 | $1.54M | 0.44% | −182−2.2% | Reduced |
| Bridgeway Capital Management, LLC | 8,230 | $1.54M | 0.03% | 00.0% | Unchanged |
| Bay Rivers Group | 8,205 | $1.53M | 0.64% | −1,225−13.0% | Reduced |
| Sivia Capital Partners, LLC | 8,164 | $1.52M | 0.30% | +4,371+115.2% | Added |
| Cozad Asset Management Inc | 8,120 | $1.52M | 0.12% | −6,125−43.0% | Reduced |
| Catalyst Financial Partners LLC | 8,107 | $1.51M | 0.18% | +2,116+35.3% | Added |
| Chemistry Wealth Management LLC | 8,092 | $1.51M | 0.27% | +2,310+40.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 8,090 | $1.51M | 0.05% | −6,077−42.9% | Reduced |
| Hancock Whitney Corp | 8,482 | $1.51M | 0.03% | −7,009−45.2% | Reduced |
| KLCM Advisors, Inc. | 8,078 | $1.51M | 0.13% | +8,078 | New |
| PeakShares LLC | 8,070 | $1.51M | 1.38% | +2,534+45.8% | Added |
| Avestar Capital, LLC | 8,069 | $1.51M | 0.10% | −2,541−23.9% | Reduced |
| Howard Capital Management Inc. | 8,056 | $1.50M | 0.02% | −3,472−30.1% | Reduced |
| Avantax Planning Partners, Inc. | 7,978 | $1.49M | 0.04% | +1,739+27.9% | Added |
| Buckland Partners Management Co LLC | 7,932 | $1.48M | 0.90% | +5,700+255.4% | Added |
| Jefferson Bridge Capital, LLC | 7,919 | $1.48M | 1.47% | +1,605+25.4% | Added |
| Transcend Wealth Collective, LLC | 7,887 | $1.47M | 0.12% | +1,222+18.3% | Added |
| Flagship Harbor Advisors, LLC | 7,883 | $1.47M | 0.06% | −3,374−30.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,879 | $1.47M | 0.07% | −159−2.0% | Reduced |
| Chiron Capital Management, LLC | 7,858 | $1.47M | 1.50% | +7,858 | New |
| AMG National Trust Bank | 7,857 | $1.47M | 0.03% | −8,378−51.6% | Reduced |
| Sax Wealth Advisors, LLC | 5,528 | $1.46M | 0.07% | −132−2.3% | Reduced |
| Glen Eagle Advisors, LLC | 7,815 | $1.46M | 0.20% | −3,283−29.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,803 | $1.46M | 0.04% | +791+11.3% | Added |
| Three Seasons Wealth, LLC | 7,802 | $1.46M | 0.56% | +6,727+625.8% | Added |
| Naviter Wealth, LLC | 7,795 | $1.46M | 0.18% | +268+3.6% | Added |
| Thoroughbred Financial Services, LLC | 7,779 | $1.45M | 0.09% | −1,226−13.6% | Reduced |
| Ahara Advisors LLC | 7,762 | $1.45M | 1.21% | +1,246+19.1% | Added |
| SageView Advisory Group, LLC | 7,751 | $1.45M | 0.05% | −325−4.0% | Reduced |
| Keeler Thomas Management LLC | 7,721 | $1.44M | 0.61% | +7,721 | New |
| Beacon Investment Advisors LLC | 7,712 | $1.44M | 0.54% | +2,511+48.3% | Added |
| Boyar Asset Management Inc. | 7,694 | $1.44M | 0.82% | +7,694 | New |
| Wiregrass Investment Management LLC | 7,682 | $1.43M | 1.19% | +3,129+68.7% | Added |
| Intrust Bank NA | 7,669 | $1.43M | 0.12% | +761+11.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 7,657 | $1.43M | 0.11% | +1,112+17.0% | Added |
| Integrated Advisors Network LLC | 7,645 | $1.43M | 0.07% | −3,810−33.3% | Reduced |
| Asset One Wealth Management LLC | 7,618 | $1.43M | 0.16% | −6,842−47.3% | Reduced |
| WSFS Capital Management, LLC | 7,617 | $1.42M | 0.07% | −160−2.1% | Reduced |
| Larson Financial Group LLC | 7,612 | $1.42M | 0.05% | +1,267+20.0% | Added |
| Procyon Private Wealth Partners, LLC | 7,575 | $1.41M | 0.07% | +167+2.3% | Added |
| Fulcrum Asset Management LLP | 7,631 | $1.41M | 0.21% | +900+13.4% | Added |
| Atlas Brown,Inc. | 7,513 | $1.40M | 0.42% | +118+1.6% | Added |
| Convergence Financial, LLC | 7,493 | $1.40M | 0.15% | −61−0.8% | Reduced |
| Axxcess Wealth Management, LLC | 7,490 | $1.40M | 0.04% | −1,535−17.0% | Reduced |
| Kentucky Trust Co | 7,482 | $1.40M | 0.73% | +97+1.3% | Added |
| Galaxy Digital Capital Management GP LLC | 7,475 | $1.40M | 1.80% | +7,475 | New |
| De Burlo Group Inc | 7,455 | $1.39M | 0.32% | −650−8.0% | Reduced |
| German American Bancorp, Inc. | 7,455 | $1.39M | 0.12% | +7,455 | New |