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 |
|---|---|---|---|---|---|
| Hikari Tsushin, Inc. | 4,291 | $801.0K | 0.06% | +657+18.1% | Added |
| WJ Financial Advisors LLC | 4,287 | $800.3K | 0.65% | +1,300+43.5% | Added |
| Wincap Financial LLC | 4,278 | $798.6K | 0.53% | +413+10.7% | Added |
| Berkshire Bank | 4,278 | $798.6K | 0.16% | −858−16.7% | Reduced |
| Shum Financial Group, Inc. | 4,263 | $795.8K | 0.56% | +27+0.6% | Added |
| Talon Private Wealth, LLC | 4,260 | $795.2K | 0.11% | +4,260 | New |
| Tuttle Tactical Management | 4,252 | $793.7K | 1.30% | +4,252 | New |
| Ridgewood Investments LLC | 4,251 | $793.5K | 0.32% | +4,251 | New |
| Corps Capital Advisors, LLC | 4,245 | $792.5K | 0.69% | +650+18.1% | Added |
| Essex Savings Bank | 4,240 | $791.5K | 0.18% | −85−2.0% | Reduced |
| Probity Advisors, Inc. | 4,218 | $787.4K | 0.12% | +87+2.1% | Added |
| Sierra Capital LLC | 4,211 | $786.0K | 0.09% | +565+15.5% | Added |
| Souders Financial Advisors | 4,207 | $785.3K | 0.09% | +83+2.0% | Added |
| Valmark Advisers, Inc. | 4,204 | $784.8K | 0.01% | −68−1.6% | Reduced |
| Harbor Investment Advisory, LLC | 4,203 | $784.6K | 0.06% | −18,499−81.5% | Reduced |
| PW Nova Financial Services LLC | 4,199 | $783.8K | 0.20% | +207+5.2% | Added |
| Tempo Wealth, LLC | 4,191 | $782.3K | 0.14% | −91−2.1% | Reduced |
| Crux Wealth Advisors | 4,186 | $781.4K | 0.30% | −87−2.0% | Reduced |
| MONECO Advisors, LLC | 4,179 | $780.1K | 0.06% | −497−10.6% | Reduced |
| Roman Butler Fullerton & Co | 4,417 | $778.9K | 0.21% | +1,583+55.9% | Added |
| TownSquare Capital, LLC | 4,155 | $775.5K | 0.17% | +997+31.6% | Added |
| FinArc Investments, Inc. | 4,140 | $772.8K | 0.74% | +4,140 | New |
| Canandaigua National Trust Co of Florida | 4,122 | $769.5K | 0.62% | +893+27.7% | Added |
| Brucke Financial, Inc. | 4,111 | $767.4K | 0.39% | −6−0.1% | Reduced |
| Dearborn Partners LLC | 4,110 | $767.2K | 0.04% | −361−8.1% | Reduced |
| JNBA Financial Advisors | 4,105 | $766.3K | 0.06% | −181−4.2% | Reduced |
| Smith Group Asset Management, LLC | 4,104 | $766.1K | 0.04% | +23+0.6% | Added |
| Guardian Wealth Advisors, LLC | 4,095 | $764.4K | 0.05% | −557−12.0% | Reduced |
| Hilton Head Capital Partners, LLC | 4,089 | $763.3K | 0.43% | +324+8.6% | Added |
| Elevated Capital Advisors, LLC | 4,088 | $763.2K | 0.19% | −49−1.2% | Reduced |
| Fire Capital Management LLC | 4,088 | $763.1K | 0.36% | −1,161−22.1% | Reduced |
| Zions Bancorporation, National Association | 4,086 | $762.7K | 0.05% | −14,860−78.4% | Reduced |
| Aldebaran Financial Inc. | 4,083 | $762.3K | 0.72% | +142+3.6% | Added |
| Emprise Bank | 4,070 | $759.7K | 0.30% | −560−12.1% | Reduced |
| Farmers National Bank | 4,060 | $757.9K | 0.17% | +1,660+69.2% | Added |
| Magnolia Capital Advisors LLC | 4,044 | $754.9K | 0.15% | +387+10.6% | Added |
| Curbstone Financial Management Corp | 4,036 | $753.4K | 0.14% | −10−0.2% | Reduced |
| Bridges Investment Management Inc | 4,035 | $753.2K | 0.01% | −49−1.2% | Reduced |
| Central Bank & Trust Co | 4,032 | $752.7K | 0.12% | +131+3.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,023 | $751.0K | 0.03% | +12+0.3% | Added |
| Key Client Fiduciary Advisors, LLC | 4,004 | $747.5K | 0.26% | −114−2.8% | Reduced |
| Geneva Capital Management LLC | 4,004 | $747.4K | 0.02% | −761−16.0% | Reduced |
| True Vision MN LLC | 4,004 | $747.4K | 0.39% | +4,004 | New |
| Perfromance Wealth Partners, LLC | 3,995 | $745.7K | 0.02% | −1,148−22.3% | Reduced |
| Strategic Advisors LLC | 3,973 | $741.6K | 0.12% | −6,537−62.2% | Reduced |
| Sargent Investment Group, LLC | 3,973 | $741.6K | 0.10% | +129+3.4% | Added |
| Liberty One Investment Management, LLC | 3,964 | $740.0K | 0.08% | +1,650+71.3% | Added |
| 1st Source Bank | 3,942 | $735.9K | 0.04% | −1,987−33.5% | Reduced |
| Voleon Capital Management LP | 3,935 | $734.5K | 0.02% | +1,806+84.8% | Added |
| Dudley Capital Management, LLC | 3,934 | $734.3K | 0.32% | +10.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,928 | $733.3K | 0.11% | +50+1.3% | Added |
| Arbor Capital Management Inc | 4,094 | $733.2K | 0.60% | +773+23.3% | Added |
| Wellington Shields Capital Management, LLC | 3,917 | $731.2K | 0.11% | −4,543−53.7% | Reduced |
| Sidoxia Capital Management, LLC | 3,908 | $729.5K | 0.63% | +3,908 | New |
| Karras Company, Inc. | 3,906 | $729.0K | 0.74% | −3,350−46.2% | Reduced |
| Personal Cfo Solutions, LLC | 3,901 | $728.2K | 0.10% | +5+0.1% | Added |
| BOCHK Asset Management Ltd | 3,900 | $728.0K | 0.15% | −1,580−28.8% | Reduced |
| Dumont & Blake Investment Advisors LLC | 3,895 | $727.1K | 0.18% | +3,895 | New |
| Sky Investment Group LLC | 3,875 | $723.4K | 0.12% | +27+0.7% | Added |
| LCM Capital Management Inc | 3,875 | $723.4K | 0.36% | +50+1.3% | Added |
| Portland Investment Counsel Inc. | 3,875 | $723.3K | 0.23% | +759+24.4% | Added |
| Red Reef Advisors LLC | 3,869 | $722.3K | 0.76% | +125+3.3% | Added |
| Plancorp, LLC | 4,377 | $722.0K | 0.02% | −206−4.5% | Reduced |
| Diversified Enterprises, LLC | 3,864 | $721.3K | 0.04% | −398−9.3% | Reduced |
| Adelphi Trust Co | 3,858 | $720.2K | 0.59% | −1,799−31.8% | Reduced |
| FLC Capital Advisors | 3,843 | $717.4K | 0.13% | −1,013−20.9% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,830 | $714.9K | 0.30% | +547+16.7% | Added |
| Principal Street Partners, LLC | 3,827 | $714.4K | 0.12% | +741+24.0% | Added |
| Kaizen Financial Strategies | 3,940 | $714.0K | 0.30% | −415−9.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,807 | $710.7K | 0.00% | +1,425+59.8% | Added |
| Advyzon Investment Management, LLC | 3,807 | $710.6K | 0.06% | +1,342+54.4% | Added |
| NVWM, LLC | 3,678 | $710.4K | 0.16% | +420+12.9% | Added |
| Quintet Private Bank (Europe) S.A. | 3,802 | $709.7K | 0.05% | −1,870−33.0% | Reduced |
| Forefront Wealth Partners, LLC | 3,795 | $708.4K | 0.30% | +793+26.4% | Added |
| Benchmark Investment Advisors LLC | 3,788 | $707.0K | 0.41% | +3,788 | New |
| Cornerstone Wealth Group, LLC | 3,749 | $701.5K | 0.05% | +498+15.3% | Added |
| Claro Advisors LLC | 3,749 | $699.8K | 0.08% | +887+31.0% | Added |
| Verdence Capital Advisors LLC | 3,732 | $696.6K | 0.04% | +1,445+63.2% | Added |
| Copeland Capital Management, LLC | 3,719 | $694.3K | 0.02% | −46,821−92.6% | Reduced |
| Howland Capital Management LLC | 3,716 | $693.7K | 0.03% | −49−1.3% | Reduced |
| XML Financial, LLC | 3,715 | $693.5K | 0.06% | −264−6.6% | Reduced |
| GTS Securities LLC | 3,714 | $693.3K | 0.02% | −9,502−71.9% | Reduced |
| Sentinus, LLC | 3,714 | $693.2K | 0.06% | +1,778+91.8% | Added |
| Agf Management Ltd | 3,700 | $690.7K | 0.00% | −273,530−98.7% | Reduced |
| Ecofi Investissements SA | 3,700 | $690.2K | 1.26% | 00.0% | Unchanged |
| Persium Advisors, LLC | 3,694 | $689.6K | 0.54% | +1,015+37.9% | Added |
| Virtue Asset Management LLC | 3,694 | $689.5K | 0.55% | −1,125−23.3% | Reduced |
| Waterloo Capital, L.P. | 3,692 | $689.1K | 0.05% | +1,883+104.1% | Added |
| Orion Capital Management LLC | 3,685 | $687.9K | 0.24% | −200−5.1% | Reduced |
| Gateway Wealth Partners, LLC | 3,681 | $687.2K | 0.03% | +2,864+350.6% | Added |
| Chilton Investment Co LLC | 3,679 | $686.8K | 0.02% | +1,777+93.4% | Added |
| StoneX Group Inc. | 3,678 | $685.9K | 0.04% | −3,680−50.0% | Reduced |
| Alta Advisers Ltd | 3,670 | $685.1K | 0.25% | 00.0% | Unchanged |
| Carlson Financial, Inc. | 3,665 | $684.1K | 0.40% | −250−6.4% | Reduced |
| Kennebec Savings Bank | 3,655 | $682.3K | 0.61% | +276+8.2% | Added |
| Community Bank & Trust, Waco, Texas | 3,648 | $682.0K | 0.14% | −100−2.7% | Reduced |
| Cascade Investment Group, Inc. | 3,652 | $681.7K | 0.45% | −48−1.3% | Reduced |
| Retirement Planning Group | 3,635 | $678.5K | 0.02% | +512+16.4% | Added |
| Dara Capital US, Inc. | 3,632 | $678.0K | 0.64% | +108+3.1% | Added |
| Everest Management Corp. | 3,629 | $677.4K | 0.34% | +255+7.6% | Added |