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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Elmwood Wealth Management, Inc. | 7,451 | $1.39M | 0.38% | −138−1.8% | Reduced |
| Odyssean, LLC | 7,435 | $1.39M | 0.51% | +4,578+160.2% | Added |
| Charter Research & Investment Group, Inc. | 7,425 | $1.39M | 0.92% | −175−2.3% | Reduced |
| First National Trust Co | 7,419 | $1.38M | 0.05% | −10,265−58.0% | Reduced |
| Northwest & Ethical Investments L.P. | 7,392 | $1.38M | 0.03% | +5,692+334.8% | Added |
| Stoneridge Investment Partners LLC | 7,316 | $1.37M | 0.99% | −134−1.8% | Reduced |
| Gen-Wealth Partners Inc | 7,314 | $1.37M | 0.43% | +871+13.5% | Added |
| BigSur Wealth Management LLC | 7,300 | $1.36M | 0.38% | −3,700−33.6% | Reduced |
| BTC Capital Management, Inc. | 7,270 | $1.36M | 0.09% | +3,466+91.1% | Added |
| Neville Rodie & Shaw Inc | 7,265 | $1.36M | 0.10% | −18,785−72.1% | Reduced |
| KCM Investment Advisors LLC | 7,202 | $1.34M | 0.04% | −337−4.5% | Reduced |
| Fidelis Capital Partners, LLC | 7,177 | $1.34M | 0.10% | −2,666−27.1% | Reduced |
| DeDora Capital, Inc. | 7,170 | $1.34M | 0.33% | −116−1.6% | Reduced |
| CSM Advisors, LLC | 7,161 | $1.34M | 0.03% | −280−3.8% | Reduced |
| J. Safra Sarasin Holding AG | 7,174 | $1.34M | 0.02% | +707+10.9% | Added |
| Continuum Advisory, LLC | 7,140 | $1.33M | 0.13% | −18,703−72.4% | Reduced |
| Ostrum Asset Management | 7,120 | $1.33M | 0.07% | −8,869−55.5% | Reduced |
| Qtron Investments LLC | 7,120 | $1.33M | 0.18% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 7,115 | $1.33M | 0.70% | +577+8.8% | Added |
| Okabena Investment Services Inc | 7,091 | $1.32M | 0.26% | +482+7.3% | Added |
| Tounjian Advisory Partners, LLC | 7,070 | $1.32M | 0.48% | +20.0% | Added |
| Koshinski Asset Management, Inc. | 7,043 | $1.31M | 0.08% | −275−3.8% | Reduced |
| Tealwood Asset Management Inc | 7,034 | $1.31M | 0.60% | −20.0% | Reduced |
| Cito Capital Group, LLC | 7,025 | $1.31M | 0.40% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 7,014 | $1.31M | 0.10% | +307+4.6% | Added |
| Invst, LLC | 7,012 | $1.31M | 0.15% | −2,774−28.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,984 | $1.30M | 0.38% | +20+0.3% | Added |
| Ashton Thomas Securities, LLC | 6,972 | $1.30M | 0.16% | +1,798+34.8% | Added |
| Arta Finance Wealth Management LLC | 6,968 | $1.30M | 0.64% | +1,656+31.2% | Added |
| Welch & Forbes LLC | 6,965 | $1.30M | 0.02% | −1,993−22.2% | Reduced |
| Argent Advisors, Inc. | 6,956 | $1.30M | 0.35% | +1,117+19.1% | Added |
| Parcion Private Wealth LLC | 6,953 | $1.30M | 0.08% | +1,217+21.2% | Added |
| Childress Capital Advisors, LLC | 6,948 | $1.30M | 0.23% | +1,349+24.1% | Added |
| Cambria Investment Management, L.P. | 6,945 | $1.30M | 0.07% | −1,037−13.0% | Reduced |
| Main Street Research LLC | 6,924 | $1.29M | 0.08% | +560+8.8% | Added |
| Silicon Valley Capital Partners | 6,913 | $1.29M | 0.13% | −77,570−91.8% | Reduced |
| Brandywine Managers, LLC | 6,913 | $1.29M | 0.76% | 00.0% | Unchanged |
| Dover Advisors, LLC | 6,910 | $1.29M | 0.53% | +194+2.9% | Added |
| Centiva Capital, LP | 6,885 | $1.29M | 0.06% | +2,274+49.3% | Added |
| Cooper Financial Group | 6,859 | $1.28M | 0.13% | −1,039−13.2% | Reduced |
| Regatta Capital Group, LLC | 6,852 | $1.28M | 0.19% | −31−0.5% | Reduced |
| GraniteShares Advisors LLC | 6,850 | $1.28M | 0.92% | −288−4.0% | Reduced |
| Kovack Advisors, Inc. | 6,854 | $1.28M | 0.07% | −10,566−60.7% | Reduced |
| Garde Capital, Inc. | 6,820 | $1.27M | 0.08% | −10,871−61.4% | Reduced |
| OpenArc Corporate Advisory, LLC | 6,804 | $1.27M | 0.02% | +828+13.9% | Added |
| Mainsail Financial Group, LLC | 6,767 | $1.26M | 0.53% | +3,129+86.0% | Added |
| Thrive Wealth Management, LLC | 6,751 | $1.26M | 0.19% | −110−1.6% | Reduced |
| XTX Topco Ltd | 6,716 | $1.25M | 0.02% | +6,716 | New |
| Voya Financial Advisors, Inc. | 6,982 | $1.25M | 0.12% | −66−0.9% | Reduced |
| Alliance Wealth Advisors, LLC | 6,691 | $1.25M | 0.59% | +1,780+36.2% | Added |
| AA Financial Advisors, LLC | 6,659 | $1.24M | 0.18% | +369+5.9% | Added |
| First National Advisers, LLC | 6,656 | $1.24M | 0.18% | +2,607+64.4% | Added |
| Formidable Asset Management, LLC | 4,690 | $1.24M | 0.19% | +124+2.7% | Added |
| HBK Sorce Advisory LLC | 6,824 | $1.24M | 0.03% | +1,071+18.6% | Added |
| Stablepoint Partners, LLC | 6,616 | $1.24M | 0.18% | +1,023+18.3% | Added |
| Kampmann Melissa S. | 6,614 | $1.23M | 0.99% | −180−2.6% | Reduced |
| Interchange Capital Partners, LLC | 4,759 | $1.23M | 0.40% | −416−8.0% | Reduced |
| Capital Performance Advisors LLP | 6,601 | $1.23M | 0.08% | +970+17.2% | Added |
| Westpac Banking Corp | 6,574 | $1.23M | 0.09% | −920−12.3% | Reduced |
| Ellevest, Inc. | 6,564 | $1.23M | 0.17% | +310+5.0% | Added |
| Dana Investment Advisors, Inc. | 6,557 | $1.22M | 0.04% | −2,835−30.2% | Reduced |
| Pittenger & Anderson Inc | 6,540 | $1.22M | 0.05% | −54,546−89.3% | Reduced |
| Unique Wealth Strategies, LLC | 6,521 | $1.22M | 0.50% | −70−1.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 6,516 | $1.22M | 0.02% | +60+0.9% | Added |
| Navalign, LLC | 6,515 | $1.22M | 0.31% | +77+1.2% | Added |
| Birch Hill Investment Advisors LLC | 6,495 | $1.21M | 0.05% | −1,897−22.6% | Reduced |
| Charter Oak Capital Management, LLC | 6,482 | $1.21M | 0.09% | −88−1.3% | Reduced |
| Nautilus Advisors LLC | 6,470 | $1.21M | 0.83% | −219−3.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 6,462 | $1.21M | 0.19% | +246+4.0% | Added |
| Hourglass Capital, LLC | 6,450 | $1.20M | 0.25% | +6,450 | New |
| Everhart Financial Group, Inc. | 6,450 | $1.20M | 0.10% | +1,399+27.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,446 | $1.20M | 0.34% | +1,196+22.8% | Added |
| PCM Encore, LLC | 6,420 | $1.20M | 0.25% | −140−2.1% | Reduced |
| 1776 Wealth LLC | 6,417 | $1.20M | 0.47% | −150−2.3% | Reduced |
| Northstar Group, Inc. | 6,414 | $1.20M | 0.17% | −510−7.4% | Reduced |
| Littlejohn Financial Services, Inc. | 6,405 | $1.20M | 0.90% | +682+11.9% | Added |
| Pictet North America Advisors SA | 6,400 | $1.19M | 0.12% | −1,586−19.9% | Reduced |
| Granite Islands Private Wealth, LLC | 6,432 | $1.19M | 1.10% | +427+7.1% | Added |
| Summit Global Investments | 6,378 | $1.19M | 0.07% | −125−1.9% | Reduced |
| Grove Bank & Trust | 6,364 | $1.19M | 0.13% | +471+8.0% | Added |
| Krilogy Financial LLC | 6,521 | $1.18M | 0.04% | +728+12.6% | Added |
| Prudent Man Advisors, LLC | 6,327 | $1.18M | 0.35% | +2,125+50.6% | Added |
| Avidian Wealth Solutions, LLC | 6,323 | $1.18M | 0.04% | +4,023+174.9% | Added |
| Ballast, Inc. | 6,322 | $1.18M | 0.27% | +95+1.5% | Added |
| Anchor Investment Management, LLC | 6,320 | $1.18M | 0.10% | +1,483+30.7% | Added |
| Sterling Investment Counsel, LLC | 6,305 | $1.18M | 0.33% | +1,258+24.9% | Added |
| Shepherd Financial Partners LLC | 6,299 | $1.18M | 0.11% | −1,475−19.0% | Reduced |
| Camden Capital, LLC | 6,368 | $1.17M | 0.08% | −149−2.3% | Reduced |
| Soltis Investment Advisors LLC | 6,280 | $1.17M | 0.08% | −532−7.8% | Reduced |
| Field & Main Bank | 6,265 | $1.17M | 0.34% | −852−12.0% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 6,253 | $1.17M | 0.51% | −578−8.5% | Reduced |
| Malaga Cove Capital, LLC | 6,246 | $1.17M | 0.42% | +856+15.9% | Added |
| Beaumont Asset Management, L.L.C. | 6,240 | $1.16M | 0.52% | −1,257−16.8% | Reduced |
| Asset Dedication, LLC | 6,236 | $1.16M | 0.08% | +310+5.2% | Added |
| Augustine Asset Management Inc | 6,225 | $1.16M | 0.26% | −30.0% | Reduced |
| Castle Wealth Management LLC | 6,170 | $1.15M | 0.37% | +11+0.2% | Added |
| Canopy Partners, LLC | 6,155 | $1.15M | 0.39% | −188−3.0% | Reduced |
| Choate Investment Advisors | 6,139 | $1.15M | 0.02% | −628−9.3% | Reduced |
| Waddell & Associates, LLC | 6,135 | $1.15M | 0.06% | +4,339+241.6% | Added |
| Northbridge Financial Group, LLC | 6,625 | $1.14M | 0.49% | +1,181+21.7% | Added |