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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 5,098 | $951.6K | 0.02% | +157+3.2% | Added |
| Citizens National Bank Trust Department | 5,095 | $951.1K | 0.16% | +2,250+79.1% | Added |
| Meiji Yasuda Life Insurance Co | 5,093 | $950.7K | 0.03% | +1,150+29.2% | Added |
| Fortress Private Ledger, LLC | 5,082 | $948.6K | 0.30% | −1,063−17.3% | Reduced |
| Investment Insight Wealth Management, LLC | 5,075 | $947.3K | 1.02% | −11−0.2% | Reduced |
| Keel Point, LLC | 5,065 | $945.5K | 0.06% | −1,495−22.8% | Reduced |
| Prelude Capital Management, LLC | 5,049 | $942.5K | 0.07% | +1,090+27.5% | Added |
| Saturna Capital CORP | 5,043 | $941.4K | 0.01% | −643−11.3% | Reduced |
| Hemenway Trust Co LLC | 5,001 | $933.5K | 0.08% | −3,372−40.3% | Reduced |
| Oslo Pensjonsforsikring AS | 5,001 | $933.5K | 0.15% | +5,001 | New |
| Triglav Skladi, D.O.O. | 5,000 | $933.4K | 0.07% | −63,933−92.7% | Reduced |
| Acorn Financial Advisory Services Inc | 4,995 | $932.3K | 0.13% | −102−2.0% | Reduced |
| Ironwood Investment Management LLC | 4,994 | $932.2K | 0.39% | −3−0.1% | Reduced |
| MainStreet Investment Advisors LLC | 4,988 | $931.1K | 0.14% | −364−6.8% | Reduced |
| Ramirez Asset Management, Inc. | 4,980 | $929.6K | 0.11% | +6+0.1% | Added |
| Brevan Howard Capital Management LP | 4,979 | $929.4K | 0.01% | −4,046−44.8% | Reduced |
| Lazari Capital Management, Inc. | 4,970 | $927.7K | 0.32% | −202−3.9% | Reduced |
| Curated Wealth Partners LLC | 4,965 | $926.8K | 0.12% | +255+5.4% | Added |
| Texas Yale Capital Corp. | 4,959 | $925.7K | 0.03% | −4,380−46.9% | Reduced |
| B&L Asset Management LLC | 4,958 | $925.5K | 0.40% | +1,453+41.5% | Added |
| Granite Investment Partners, LLC | 4,955 | $925.0K | 0.06% | 00.0% | Unchanged |
| Sapient Capital LLC | 4,945 | $923.1K | 0.01% | −766−13.4% | Reduced |
| Johnson Financial Group, Inc. | 4,944 | $922.9K | 0.03% | −387−7.3% | Reduced |
| Arista Wealth Management, LLC | 4,943 | $922.7K | 0.11% | −579−10.5% | Reduced |
| Unified Investment Management | 4,943 | $922.6K | 0.95% | +831+20.2% | Added |
| Rothschild Investment LLC | 4,936 | $921.5K | 0.05% | +1,946+65.1% | Added |
| Beese Fulmer Investment Management, Inc. | 4,931 | $920.5K | 0.06% | −61,058−92.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,926 | $919.5K | 0.23% | +24+0.5% | Added |
| Meridian Financial Partners LLC | 5,022 | $918.8K | 0.35% | +121+2.5% | Added |
| L2 Asset Management, LLC | 4,912 | $916.9K | 0.09% | +255+5.5% | Added |
| American Capital Advisory, LLC | 4,908 | $916.2K | 0.37% | +2,755+128.0% | Added |
| Eastern Bank | 4,907 | $916.0K | 0.02% | −4,322−46.8% | Reduced |
| Two Sigma Investments, LP | 4,905 | $915.6K | 0.00% | −18,958−79.4% | Reduced |
| Americana Partners, LLC | 4,899 | $914.5K | 0.02% | +4,899 | New |
| Belpointe Asset Management LLC | 4,890 | $912.8K | 0.03% | −3,084−38.7% | Reduced |
| Renasant Bank | 4,887 | $912.3K | 0.65% | +215+4.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 4,867 | $908.6K | 0.03% | −792−14.0% | Reduced |
| South Plains Financial, Inc. | 4,847 | $904.8K | 0.53% | +1,217+33.5% | Added |
| Heritage Trust Co | 4,845 | $904.4K | 0.09% | −3,065−38.7% | Reduced |
| Bond & Devick Financial Network, Inc. | 4,837 | $902.9K | 0.25% | −265−5.2% | Reduced |
| PDS Planning, Inc | 4,830 | $901.6K | 0.06% | −399−7.6% | Reduced |
| Cypress Advisory Group LLC | 4,806 | $897.1K | 0.68% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,802 | $897.0K | 0.02% | +766+19.0% | Added |
| Fiduciary Group LLC | 4,804 | $896.8K | 0.08% | −906−15.9% | Reduced |
| Delta Financial Advisors LLC | 4,765 | $889.4K | 0.23% | −635−11.8% | Reduced |
| Chapman Financial Group, LLC | 4,744 | $885.6K | 0.63% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,743 | $885.4K | 0.22% | −885−15.7% | Reduced |
| KRS Capital Management, LLC | 4,736 | $884.1K | 0.54% | −491−9.4% | Reduced |
| Creative Financial Designs Inc | 4,734 | $883.7K | 0.05% | +139+3.0% | Added |
| Brian Low Financial Group, LLC | 4,727 | $882.4K | 0.60% | +3,420+261.7% | Added |
| Perpetual Ltd | 4,722 | $881.5K | 0.01% | +615+15.0% | Added |
| Symphony Financial, Ltd. Co. | 4,716 | $881.0K | 0.12% | −7,254−60.6% | Reduced |
| Simplicity Wealth,LLC | 4,707 | $878.6K | 0.05% | +894+23.4% | Added |
| DRW Securities, LLC | 4,705 | $878.3K | 0.05% | +2,069+78.5% | Added |
| Werba Rubin Papier Wealth Management | 4,697 | $876.7K | 0.12% | −411−8.0% | Reduced |
| Viawealth, LLC | 4,684 | $874.4K | 0.49% | −487−9.4% | Reduced |
| Drive Wealth Management, LLC | 4,670 | $871.6K | 0.18% | −85−1.8% | Reduced |
| Central Valley Advisors, LLC | 4,668 | $871.6K | 0.24% | −2,764−37.2% | Reduced |
| Quotient Wealth Partners, LLC | 4,658 | $869.5K | 0.02% | +529+12.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,650 | $868.0K | 0.45% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 4,631 | $864.5K | 0.60% | −29−0.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 4,622 | $862.7K | 0.12% | −2,257−32.8% | Reduced |
| Cape Investment Advisory, Inc. | 4,608 | $860.2K | 0.29% | −141−3.0% | Reduced |
| Cypress Capital Group | 4,596 | $857.9K | 0.10% | −1,443−23.9% | Reduced |
| Twin City Private Wealth, LLC | 4,586 | $856.0K | 0.65% | +176+4.0% | Added |
| Mather Group, LLC. | 4,583 | $855.5K | 0.01% | −7,508−62.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,570 | $854.0K | 0.00% | −1,654,759−99.7% | Reduced |
| Key Financial Inc | 4,569 | $852.9K | 0.15% | +21+0.5% | Added |
| Matters Capital LLC | 4,550 | $849.3K | 0.75% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 4,546 | $848.6K | 0.07% | −684−13.1% | Reduced |
| Doliver Advisors, LP | 4,544 | $848.2K | 0.19% | +377+9.0% | Added |
| Allred Capital Management, LLC | 4,536 | $846.7K | 0.31% | +268+6.3% | Added |
| Moody Lynn & Lieberson, LLC | 4,511 | $842.1K | 0.05% | −72−1.6% | Reduced |
| Fiduciary Financial Group, LLC | 4,511 | $842.1K | 0.11% | +1,113+32.8% | Added |
| Bell Bank | 4,505 | $840.9K | 0.04% | −926−17.1% | Reduced |
| Ameritas Advisory Services, LLC | 4,503 | $840.6K | 0.03% | −1,855−29.2% | Reduced |
| Karani Asset Management LLC | 4,479 | $836.1K | 0.73% | +1,806+67.6% | Added |
| IKE Capital, LLC | 4,468 | $834.0K | 0.47% | +4,468 | New |
| bLong Financial, LLC | 4,453 | $831.2K | 0.63% | −50−1.1% | Reduced |
| Spire Wealth Management | 4,440 | $828.9K | 0.03% | −418−8.6% | Reduced |
| Leo Wealth, LLC | 4,436 | $828.1K | 0.06% | −1,202−21.3% | Reduced |
| Navellier & Associates Inc | 4,421 | $825.3K | 0.09% | −287−6.1% | Reduced |
| Rehmann Capital Advisory Group | 4,421 | $825.3K | 0.04% | −257−5.5% | Reduced |
| Nvest Financial, LLC | 4,419 | $824.9K | 0.31% | +340+8.3% | Added |
| National Philanthropic Trust | 4,419 | $824.9K | 0.01% | −176−3.8% | Reduced |
| Arrowroot Family Office, LLC | 4,418 | $824.7K | 0.27% | −708−13.8% | Reduced |
| Tred Avon Family Wealth, LLC | 4,413 | $823.8K | 0.27% | −1,721−28.1% | Reduced |
| Capital Investment Advisory Services, LLC | 4,387 | $819.0K | 0.06% | +1,388+46.3% | Added |
| Sunbelt Securities, Inc. | 4,385 | $818.5K | 0.05% | +103+2.4% | Added |
| Crescent Sterling, Ltd. | 4,383 | $818.2K | 0.79% | +609+16.1% | Added |
| Minot DeBlois Advisors LLC | 4,381 | $817.7K | 0.74% | +110+2.6% | Added |
| Van Diest Capital, LLC | 4,369 | $815.5K | 0.64% | +1,809+70.7% | Added |
| BSW Wealth Partners | 4,365 | $814.8K | 0.10% | −228−5.0% | Reduced |
| Bull Harbor Capital LLC | 4,361 | $814.1K | 0.22% | +4,361 | New |
| Boston Private Wealth LLC | 4,355 | $813.0K | 0.05% | −1,108−20.3% | Reduced |
| Y.D. More Investments Ltd | 4,333 | $808.8K | 0.03% | −4,522−51.1% | Reduced |
| VeraBank, N.A. | 4,321 | $806.6K | 0.15% | −5,657−56.7% | Reduced |
| Castle Rock Wealth Management, LLC | 4,299 | $804.7K | 0.17% | +1,843+75.0% | Added |
| Financial Engines Advisors L.L.C. | 4,301 | $802.9K | 0.00% | −899−17.3% | Reduced |
| International Assets Investment Management, LLC | 4,302 | $801.1K | 0.06% | −291−6.3% | Reduced |