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 |
|---|---|---|---|---|---|
| Churchill Financial Advisors, LLC | 6,130 | $1.14M | 0.24% | +1,675+37.6% | Added |
| Hilltop Holdings Inc. | 6,111 | $1.14M | 0.10% | −2,507−29.1% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 6,062 | $1.13M | 0.01% | −44,880−88.1% | Reduced |
| Davy Global Fund Management Ltd | 6,062 | $1.13M | 0.09% | −423−6.5% | Reduced |
| Pincus Capital Management, LP | 6,059 | $1.13M | 0.79% | +95+1.6% | Added |
| RFG Holdings, Inc. | 6,058 | $1.13M | 0.28% | +123+2.1% | Added |
| Paradigm Asset Management Co LLC | 6,050 | $1.13M | 0.26% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 6,043 | $1.13M | 0.11% | −52−0.9% | Reduced |
| Thor Investment Management Inc | 6,029 | $1.13M | 0.60% | +278+4.8% | Added |
| Cornerstone National Bank & Trust Co | 6,025 | $1.12M | 0.41% | −287−4.5% | Reduced |
| CDC Financial, Inc. | 6,000 | $1.12M | 0.93% | +6,000 | New |
| Options Solutions, LLC | 5,970 | $1.11M | 0.81% | +1,370+29.8% | Added |
| Processus Wealth & Capital Management, LLC | 5,969 | $1.11M | 0.76% | −1,987−25.0% | Reduced |
| Paragon Capital Management Inc | 5,968 | $1.11M | 0.94% | +5,968 | New |
| Anb Bank | 5,965 | $1.11M | 0.45% | +210+3.6% | Added |
| Embree Financial Group | 5,963 | $1.11M | 0.13% | +248+4.3% | Added |
| Private Trust Co NA | 5,960 | $1.11M | 0.10% | −490−7.6% | Reduced |
| London & Capital Asset Management Ltd | 5,960 | $1.11M | 0.01% | −30−0.5% | Reduced |
| TRUE Private Wealth Advisors | 5,958 | $1.11M | 0.11% | −69−1.1% | Reduced |
| Signet Financial Management, LLC | 5,933 | $1.11M | 0.12% | −1,791−23.2% | Reduced |
| CNB Bank | 5,914 | $1.10M | 0.46% | +189+3.3% | Added |
| Pictet Bank & Trust Ltd | 5,906 | $1.10M | 1.45% | +598+11.3% | Added |
| Keudell/Morrison Wealth Management | 5,904 | $1.10M | 0.23% | −651−9.9% | Reduced |
| Trust Co | 5,880 | $1.10M | 0.10% | +148+2.6% | Added |
| Coastwise Capital Group, LLC | 5,868 | $1.10M | 0.61% | +335+6.1% | Added |
| Birchbrook, Inc. | 5,861 | $1.09M | 0.54% | +521+9.8% | Added |
| Arq Wealth Advisors, LLC | 5,861 | $1.09M | 0.20% | +5,861 | New |
| NBC Securities, Inc. | 5,824 | $1.09M | 0.08% | −827−12.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 5,817 | $1.09M | 0.25% | −888−13.2% | Reduced |
| Heartland Bank & Trust Co | 5,811 | $1.08M | 0.25% | +4,502+343.9% | Added |
| Confluence Wealth Services, Inc. | 5,805 | $1.08M | 0.04% | +2,644+83.6% | Added |
| Trivant Custom Portfolio Group, LLC | 5,794 | $1.08M | 0.59% | +11+0.2% | Added |
| TSFG, LLC | 5,776 | $1.08M | 0.16% | −1,158−16.7% | Reduced |
| Icon Wealth Advisors, LLC | 5,903 | $1.07M | 0.07% | +688+13.2% | Added |
| Sound View Wealth Advisors Group, LLC | 5,729 | $1.07M | 0.07% | −247−4.1% | Reduced |
| Orrstown Financial Services Inc | 5,727 | $1.07M | 0.18% | −153−2.6% | Reduced |
| Perennial Investment Advisors, LLC | 5,726 | $1.07M | 0.09% | +104+1.8% | Added |
| Visionary Wealth Advisors | 5,724 | $1.07M | 0.05% | +12+0.2% | Added |
| Agate Pass Investment Management, LLC | 5,702 | $1.06M | 0.42% | −2,788−32.8% | Reduced |
| Prosperity Financial Group, Inc. | 5,698 | $1.06M | 0.39% | −1,181−17.2% | Reduced |
| Capital Analysts, LLC | 5,692 | $1.06M | 0.03% | −14,180−71.4% | Reduced |
| BIP Wealth, LLC | 5,681 | $1.06M | 0.04% | −675−10.6% | Reduced |
| Guerra Pan Advisors, LLC | 5,654 | $1.06M | 0.65% | −25−0.4% | Reduced |
| Texas Bank & Trust Co | 5,588 | $1.04M | 0.39% | +69+1.3% | Added |
| United Asset Strategies, Inc. | 5,587 | $1.04M | 0.08% | +4,504+415.9% | Added |
| ProVise Management Group, LLC | 5,581 | $1.04M | 0.07% | +113+2.1% | Added |
| JT Stratford LLC | 5,553 | $1.04M | 0.13% | +11+0.2% | Added |
| Carret Asset Management, LLC | 5,549 | $1.04M | 0.10% | +235+4.4% | Added |
| Calamos Wealth Management LLC | 5,531 | $1.03M | 0.04% | −399−6.7% | Reduced |
| Joel Isaacson & Co., LLC | 5,526 | $1.03M | 0.03% | +423+8.3% | Added |
| Cullen Investment Group, Ltd. | 5,516 | $1.03M | 0.14% | −6,921−55.6% | Reduced |
| Heritage Wealth Management, Inc. | 5,516 | $1.03M | 0.51% | −2,225−28.7% | Reduced |
| Reflection Asset Management | 5,514 | $1.03M | 0.63% | +268+5.1% | Added |
| Sphera Management Technology Funds Ltd | 5,500 | $1.03M | 0.58% | −6,500−54.2% | Reduced |
| Principle Wealth Partners LLC | 5,493 | $1.03M | 0.06% | −3,948−41.8% | Reduced |
| Ingalls & Snyder LLC | 5,478 | $1.02M | 0.04% | −113−2.0% | Reduced |
| Tower Trust & Investment Co | 5,477 | $1.02M | 0.67% | +33+0.6% | Added |
| Clare Market Investments LLC | 5,469 | $1.02M | 0.21% | +5,469 | New |
| St. Clair Advisors, LLC | 5,459 | $1.02M | 0.27% | +110+2.1% | Added |
| Legal Advantage Investments, Inc. | 5,453 | $1.02M | 0.53% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5,450 | $1.02M | 0.02% | −2,051−27.3% | Reduced |
| Lavelle Capital LP | 5,431 | $1.01M | 0.63% | +5,431 | New |
| Park Place Capital Corp | 5,430 | $1.01M | 0.20% | −72−1.3% | Reduced |
| Wellspring Financial Advisors, LLC | 5,426 | $1.01M | 0.08% | −955−15.0% | Reduced |
| BluePath Capital Management, LLC | 5,415 | $1.01M | 0.70% | +709+15.1% | Added |
| Consilium Wealth Advisory, LLC | 5,386 | $1.01M | 0.34% | +5,386 | New |
| Secured Retirement Advisors, LLC | 5,381 | $1.00M | 0.57% | +5,381 | New |
| Richard Bernstein Advisors LLC | 5,377 | $1.00M | 0.03% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5,376 | $1.00M | 0.16% | −3,741−41.0% | Reduced |
| Old Point Trust & Financial Services N A | 5,371 | $1.00M | 0.32% | −136−2.5% | Reduced |
| Aprio Wealth Management, LLC | 5,367 | $1.00M | 0.05% | +1,407+35.5% | Added |
| Angeles Wealth Management, LLC | 5,330 | $995.0K | 0.05% | +620+13.2% | Added |
| Modern Wealth Management, LLC | 5,331 | $992.7K | 0.02% | +2,424+83.4% | Added |
| Davidson Capital Management Inc. | 5,317 | $992.5K | 0.18% | −2,841−34.8% | Reduced |
| First Business Financial Services, Inc. | 5,309 | $991.0K | 0.09% | +1,014+23.6% | Added |
| Elyxium Wealth, LLC | 5,301 | $989.5K | 0.32% | −87−1.6% | Reduced |
| Meridian Wealth Advisors, LLC | 5,285 | $986.5K | 0.13% | −15,036−74.0% | Reduced |
| Fideuram Asset Management (Ireland) dac | 4,585 | $985.7K | 0.13% | −93,457−95.3% | Reduced |
| St. Johns Investment Management Company, LLC | 5,264 | $982.6K | 0.41% | −854−14.0% | Reduced |
| Chapman Investment Management, LLC | 5,257 | $981.3K | 0.81% | +5,257 | New |
| Strengthening Families & Communities, LLC | 5,249 | $979.9K | 0.24% | −1,767−25.2% | Reduced |
| Arvest Investments, Inc. | 5,242 | $978.6K | 0.13% | +1,196+29.6% | Added |
| First Pacific Financial | 5,220 | $974.5K | 0.13% | −930−15.1% | Reduced |
| Essex Financial Services, Inc. | 5,210 | $972.5K | 0.05% | −220−4.1% | Reduced |
| Signature Equity Partners, LLC | 5,200 | $970.6K | 0.52% | +3,082+145.5% | Added |
| AAFMAA Wealth Management & Trust LLC | 5,197 | $970.1K | 0.38% | −263−4.8% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 5,189 | $968.8K | 0.85% | −11,675−69.2% | Reduced |
| Stiles Financial Services Inc | 5,189 | $968.7K | 0.30% | +1,496+40.5% | Added |
| Redmond Asset Management, LLC | 5,186 | $968.1K | 0.26% | +567+12.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,176 | $966.2K | 0.02% | −3,070−37.2% | Reduced |
| Tulsa Wealth Advisors, INC | 5,175 | $966.0K | 0.17% | −1,886−26.7% | Reduced |
| Ausdal Financial Partners, Inc. | 5,169 | $964.9K | 0.04% | −371−6.7% | Reduced |
| First Affirmative Financial Network | 5,169 | $964.9K | 0.37% | +5,169 | New |
| North Star Investment Management Corp. | 5,149 | $961.2K | 0.06% | +1,119+27.8% | Added |
| Legacy Capital Group California, Inc. | 5,148 | $961.0K | 0.37% | +300+6.2% | Added |
| Apella Capital, LLC | 5,274 | $960.6K | 0.01% | −97−1.8% | Reduced |
| Forbes J M & Co LLP | 5,140 | $959.5K | 0.08% | −468−8.3% | Reduced |
| Paragon Private Wealth Management, LLC | 5,135 | $958.6K | 0.30% | −506−9.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,130 | $957.5K | 0.21% | −1,512−22.8% | Reduced |
| PFG Advisors | 5,116 | $954.9K | 0.05% | +566+12.4% | Added |