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 |
|---|---|---|---|---|---|
| Lewis Asset Management, LLC | 3,613 | $674.5K | 0.28% | −1,933−34.9% | Reduced |
| Lodestar Private Asset Management LLC | 3,602 | $672.5K | 0.07% | −1,760−32.8% | Reduced |
| Empirical Asset Management, LLC | 3,587 | $669.6K | 0.18% | +2,312+181.3% | Added |
| Oxler Private Wealth LLC | 3,585 | $669.1K | 0.21% | −11−0.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,584 | $669.0K | 0.04% | +304+9.3% | Added |
| Investment Partners Asset Management, Inc. | 3,560 | $664.5K | 0.41% | −288−7.5% | Reduced |
| Net Worth Advisory Group | 3,555 | $663.6K | 0.14% | −787−18.1% | Reduced |
| Blue Capital, Inc. | 3,544 | $661.6K | 0.43% | +3,544 | New |
| Root Financial Partners, LLC | 3,542 | $661.2K | 0.03% | +480+15.7% | Added |
| Schmidt P J Investment Management Inc | 3,538 | $660.4K | 0.11% | −1,317−27.1% | Reduced |
| North Dallas Bank & Trust Co | 3,520 | $657.1K | 0.44% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 3,519 | $656.9K | 0.05% | −700−16.6% | Reduced |
| Versant Capital Management, Inc | 3,515 | $656.1K | 0.06% | +382+12.2% | Added |
| Bank Ozk | 3,510 | $655.2K | 0.23% | −330−8.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,505 | $654.3K | 0.15% | −108−3.0% | Reduced |
| Octavia Wealth Advisors, LLC | 3,504 | $654.1K | 0.06% | −494−12.4% | Reduced |
| J.M. Arbour, LLC | 3,501 | $653.5K | 0.63% | +3,501 | New |
| Tortuga Wealth Management, Inc | 3,493 | $652.2K | 0.61% | +1,104+46.2% | Added |
| Cidel Asset Management Inc | 3,487 | $650.9K | 0.04% | +1,036+42.3% | Added |
| Breakwater Capital Group | 3,455 | $644.9K | 0.09% | +1,561+82.4% | Added |
| Congress Park Capital LLC | 3,451 | $644.2K | 0.20% | −5,933−63.2% | Reduced |
| Cypress Wealth Services, LLC | 3,443 | $642.7K | 0.09% | +114+3.4% | Added |
| Everpar Advisors LLC | 3,442 | $642.5K | 0.22% | +914+36.2% | Added |
| Carr Financial Group Corp | 3,435 | $641.1K | 0.17% | −32−0.9% | Reduced |
| Rollins Financial Advisors, LLC | 3,432 | $640.6K | 0.10% | +3,432 | New |
| Gryphon Financial Partners LLC | 3,430 | $640.2K | 0.07% | +392+12.9% | Added |
| Private Advisory Group LLC | 3,401 | $634.9K | 0.04% | +3,401 | New |
| Andra AP-fonden | 3,400 | $634.7K | 0.01% | −92,632−96.5% | Reduced |
| Bey-Douglas LLC | 3,397 | $634.2K | 0.55% | −11,518−77.2% | Reduced |
| Kraematon Investment Advisors, Inc | 3,393 | $633.4K | 0.52% | −78−2.2% | Reduced |
| Meadowbrook Advisors Group, LLC | 3,379 | $630.8K | 0.37% | −188−5.3% | Reduced |
| Montecito Bank & Trust | 3,369 | $628.9K | 0.10% | −273−7.5% | Reduced |
| AlphaGrep UK Ltd | 3,367 | $628.5K | 0.19% | +1,809+116.1% | Added |
| Harfst & Associates, Inc. | 3,360 | $627.1K | 0.11% | −4,153−55.3% | Reduced |
| Roxbury Financial LLC | 3,359 | $627.0K | 0.56% | +176+5.5% | Added |
| Moss Adams Wealth Advisors LLC | 3,357 | $626.7K | 0.05% | −84−2.4% | Reduced |
| BridgePort Financial Solutions, LLC | 3,357 | $626.6K | 0.18% | +3,357 | New |
| State of Wyoming | 3,355 | $626.3K | 0.07% | +2,776+479.4% | Added |
| Nicholas Hoffman & Company, LLC. | 3,334 | $622.4K | 0.01% | −170−4.9% | Reduced |
| Equita Financial Network, Inc. | 3,334 | $622.4K | 0.20% | +3,334 | New |
| Aso Group Ltd | 3,326 | $621.0K | 0.26% | +3,326 | New |
| LOM Asset Management Ltd | 3,326 | $620.9K | 0.18% | −682−17.0% | Reduced |
| Burford Brothers, Inc. | 3,323 | $620.3K | 0.25% | +362+12.2% | Added |
| Crumly & Associates Inc. | 3,319 | $619.6K | 0.13% | +734+28.4% | Added |
| Abbot Financial Management, Inc. | 3,319 | $619.5K | 0.26% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 3,317 | $619.2K | 0.42% | −43−1.3% | Reduced |
| Second Half Financial Partners, LLC | 3,315 | $618.8K | 0.28% | +3,315 | New |
| Financial Advisory Service, Inc. | 3,312 | $618.2K | 0.04% | +859+35.0% | Added |
| Alerus Financial NA | 3,305 | $616.9K | 0.03% | +3,284+15,638.1% | Added |
| Nwam LLC | 3,305 | $616.9K | 0.04% | −38−1.1% | Reduced |
| Sage Private Wealth Group, LLC | 3,303 | $616.5K | 0.31% | +583+21.4% | Added |
| Zullo Investment Group, Inc. | 3,302 | $616.4K | 0.23% | +348+11.8% | Added |
| Factory Mutual Insurance Co | 3,300 | $616.0K | 0.01% | −35,000−91.4% | Reduced |
| Prosperity Consulting Group, LLC | 3,300 | $615.9K | 0.03% | −2,020−38.0% | Reduced |
| Green Ridge Wealth Planning LLC | 3,294 | $614.9K | 0.32% | +14+0.4% | Added |
| Signature Estate & Investment Advisors LLC | 3,291 | $614.5K | 0.01% | −244,993−98.7% | Reduced |
| Roberts Glore & Co Inc | 3,288 | $613.8K | 0.17% | +641+24.2% | Added |
| Nabity-Jensen Investment Management Inc | 3,285 | $613.2K | 0.43% | −1,086−24.8% | Reduced |
| Prentice Wealth Management LLC | 3,274 | $611.2K | 0.14% | +58+1.8% | Added |
| Maridea Wealth Management LLC | 3,261 | $608.7K | 0.09% | −107−3.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 3,259 | $608.4K | 0.15% | −189−5.5% | Reduced |
| Coign Capital Advisors LLC | 3,258 | $608.2K | 0.32% | +613+23.2% | Added |
| Caerus Investment Advisors, LLC | 3,253 | $607.2K | 0.26% | +1,955+150.6% | Added |
| Southeast Asset Advisors Inc. | 3,248 | $606.3K | 0.07% | +2,148+195.3% | Added |
| Newman Dignan & Sheerar, Inc. | 3,239 | $604.6K | 0.13% | −942−22.5% | Reduced |
| Florida Financial Advisors, LLC | 3,216 | $600.5K | 0.14% | −87−2.6% | Reduced |
| Birinyi Associates Inc | 3,208 | $599.0K | 0.16% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 3,204 | $598.1K | 0.04% | −3,388−51.4% | Reduced |
| Romano Brothers and Company | 3,201 | $597.5K | 0.07% | +340+11.9% | Added |
| Relyea Zuckerberg Hanson LLC | 3,187 | $594.9K | 0.06% | +989+45.0% | Added |
| GM Advisory Group, Inc. | 3,185 | $594.6K | 0.02% | +80+2.6% | Added |
| Chicago Trust Co NA | 3,173 | $592.3K | 0.09% | −63−1.9% | Reduced |
| RiverFront Investment Group, LLC | 3,172 | $592.1K | 0.01% | +277+9.6% | Added |
| Old North State Wealth Management, LLC | 3,161 | $591.1K | 0.27% | +1,522+92.9% | Added |
| Pointe Capital Management LLC | 3,149 | $587.8K | 0.29% | −192−5.7% | Reduced |
| Fred Alger Management, LLC | 3,149 | $587.8K | 0.00% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,148 | $587.6K | 0.02% | −194−5.8% | Reduced |
| Kestra Investment Management, LLC | 3,142 | $586.6K | 0.01% | +953+43.5% | Added |
| Ramiah Investment Group | 3,140 | $586.1K | 0.51% | +1,252+66.3% | Added |
| One Wealth Capital Management, LLC | 3,230 | $585.7K | 0.26% | +1,353+72.1% | Added |
| Oxford Financial Group Ltd | 3,137 | $585.6K | 0.03% | +1,698+118.0% | Added |
| Aviso Wealth Management | 3,132 | $584.7K | 0.26% | −292−8.5% | Reduced |
| Evermay Wealth Management LLC | 3,128 | $583.9K | 0.06% | −375−10.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,122 | $582.8K | 0.43% | −30−1.0% | Reduced |
| Carson Advisory Inc. | 3,118 | $582.1K | 0.30% | +286+10.1% | Added |
| Cornerstone Capital, Inc. | 3,106 | $579.8K | 0.06% | +3,106 | New |
| ARS Wealth Advisors Group, LLC | 3,097 | $578.1K | 0.05% | −297−8.8% | Reduced |
| Chilton Capital Management LLC | 3,095 | $577.7K | 0.02% | −101,208−97.0% | Reduced |
| Palacios Wealth Management, LLC | 3,255 | $574.6K | 0.36% | −966−22.9% | Reduced |
| Fjell Capital, LLC | 3,072 | $573.4K | 0.44% | +22+0.7% | Added |
| Wallace Advisory Group, LLC | 3,068 | $572.7K | 0.61% | +1,047+51.8% | Added |
| White Wing Wealth Management | 3,062 | $571.7K | 0.34% | +622+25.5% | Added |
| LVW Advisors, LLC | 3,062 | $571.6K | 0.06% | +1,044+51.7% | Added |
| Prota Financial, LLC | 3,059 | $571.0K | 0.41% | +1,087+55.1% | Added |
| Meadow Creek Wealth Advisors LLC | 3,058 | $570.8K | 0.37% | −416−12.0% | Reduced |
| Sage Rhino Capital LLC | 3,048 | $569.0K | 0.11% | −18−0.6% | Reduced |
| NorthStar Asset Management LLC | 3,027 | $565.1K | 0.27% | −2,888−48.8% | Reduced |
| First National Bank | 3,027 | $565.0K | 0.28% | −234−7.2% | Reduced |
| TIAA Wealth Investment Management LLC | 3,009 | $561.8K | 0.00% | +3,009 | New |
| Rakuten Securities, Inc. | 3,001 | $560.2K | 0.23% | +1,086+56.7% | Added |