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 |
|---|---|---|---|---|---|
| Intesa Sanpaolo S.p.A. | 3,000 | $560.0K | 0.04% | −27,992−90.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 2,971 | $554.6K | 0.22% | −949−24.2% | Reduced |
| Boston Trust Walden Corp | 2,963 | $553.1K | 0.00% | −159−5.1% | Reduced |
| Mechanics Financial Corp | 2,963 | $553.1K | 0.23% | −41−1.4% | Reduced |
| YANKCOM Partnership | 2,963 | $553.1K | 0.23% | +139+4.9% | Added |
| Mayflower Financial Advisors, LLC | 2,950 | $550.6K | 0.07% | +341+13.1% | Added |
| Fundamentun, LLC | 2,949 | $550.5K | 0.02% | −29,010−90.8% | Reduced |
| Northern Financial Advisors Inc | 2,939 | $548.6K | 0.40% | +1,831+165.3% | Added |
| Blodgett Wealth Advisors, LLC | 2,938 | $548.4K | 0.43% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 2,938 | $548.3K | 0.13% | −1,354−31.5% | Reduced |
| Alpha Family Trust | 2,935 | $547.9K | 0.27% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,934 | $547.7K | 0.31% | −6−0.2% | Reduced |
| Mosley Wealth Management | 2,307 | $546.8K | 0.25% | +27+1.2% | Added |
| Northern Oak Wealth Management Inc | 2,929 | $546.8K | 0.07% | −305−9.4% | Reduced |
| Beacon Financial Advisory LLC | 2,925 | $546.0K | 0.12% | +679+30.2% | Added |
| Bienville Capital Management, LLC | 2,924 | $545.8K | 0.10% | 00.0% | Unchanged |
| City State Bank | 2,921 | $545.3K | 0.14% | +946+47.9% | Added |
| Prosperitas Financial LLC | 2,907 | $542.6K | 0.20% | +2,907 | New |
| Meridian Investment Counsel Inc. | 2,905 | $542.3K | 0.13% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 2,903 | $541.9K | 0.04% | −17,318−85.6% | Reduced |
| MN Wealth Advisors, LLC | 2,902 | $541.8K | 0.26% | +461+18.9% | Added |
| Western Pacific Wealth Management, LP | 2,899 | $541.2K | 0.55% | −84−2.8% | Reduced |
| Trillium Asset Management, LLC | 2,900 | $541.0K | 0.02% | −152−5.0% | Reduced |
| Oder Investment Management, LLC | 2,893 | $540.0K | 0.41% | −354−10.9% | Reduced |
| Trust Point Inc. | 2,891 | $539.7K | 0.05% | −674−18.9% | Reduced |
| New Republic Capital, LLC | 2,890 | $539.4K | 0.18% | −1,626−36.0% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,888 | $539.2K | 0.17% | −32−1.1% | Reduced |
| Integrity Alliance, LLC. | 2,878 | $537.2K | 0.02% | −342−10.6% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 2,875 | $536.7K | 0.38% | +66+2.3% | Added |
| Richards, Merrill & Peterson, Inc. | 2,871 | $536.0K | 0.20% | −1,368−32.3% | Reduced |
| Bernicke Wealth Management, Ltd. | 2,871 | $535.9K | 0.07% | −239−7.7% | Reduced |
| Wealth Alliance | 2,871 | $535.9K | 0.05% | −2,669−48.2% | Reduced |
| Income Insurance Ltd | 2,870 | $535.7K | 0.36% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,868 | $535.4K | 0.03% | +1,371+91.6% | Added |
| 4WEALTH Advisors, Inc. | 2,889 | $534.5K | 0.46% | +805+38.6% | Added |
| 3Chopt Investment Partners, LLC | 2,863 | $534.4K | 0.12% | −104−3.5% | Reduced |
| Warm Springs Advisors Inc. | 2,862 | $534.3K | 0.45% | −142−4.7% | Reduced |
| Aventura Private Wealth, LLC | 2,862 | $534.2K | 0.20% | −48−1.6% | Reduced |
| Clear Trail Advisors, LLC | 2,847 | $531.4K | 0.09% | −20−0.7% | Reduced |
| Purus Wealth Management, LLC | 2,846 | $531.3K | 0.17% | +410+16.8% | Added |
| Clear Creek Financial Management, LLC | 2,838 | $529.8K | 0.04% | +98+3.6% | Added |
| West Family Investments, Inc. | 2,836 | $529.4K | 0.19% | −179−5.9% | Reduced |
| S&CO Inc | 2,839 | $529.0K | 0.03% | 00.0% | Unchanged |
| Spartan Wealth Advisory Services LLC | 2,831 | $528.5K | 0.05% | +2,831 | New |
| TFR Capital, LLC. | 2,831 | $528.5K | 0.16% | +1,119+65.4% | Added |
| Capital Markets Trading UK LLP | 2,830 | $528.0K | 0.47% | −779−21.6% | Reduced |
| Crown Wealth Group, LLC | 2,826 | $527.6K | 0.15% | +140+5.2% | Added |
| FSM Wealth Advisors, LLC | 2,824 | $527.1K | 0.07% | −3−0.1% | Reduced |
| Bridgefront Capital, LLC | 2,818 | $526.0K | 0.13% | +2,818 | New |
| Fukoku Mutual Life Insurance Co | 2,806 | $523.8K | 0.03% | 00.0% | Unchanged |
| Range Advisory, LLC | 2,803 | $523.2K | 0.10% | +827+41.9% | Added |
| Silver Oak Securities, Inc | 2,803 | $523.2K | 0.04% | +177+6.7% | Added |
| Michael B. Yongue | 2,800 | $522.7K | 0.38% | −1,716−38.0% | Reduced |
| First Foundation Advisors | 2,794 | $521.6K | 0.02% | +8+0.3% | Added |
| Cary Street Partner Investment Advisory LLC | 2,783 | $519.5K | 0.13% | −1,253−31.0% | Reduced |
| Cornerstone Select Advisors, LLC | 2,780 | $518.9K | 0.32% | +172+6.6% | Added |
| International Private Wealth Advisors LLC | 2,768 | $516.7K | 0.32% | +2,768 | New |
| Parkside Financial Bank & Trust | 2,765 | $516.1K | 0.04% | +70+2.6% | Added |
| ORG Wealth Partners, LLC | 2,765 | $516.1K | 0.10% | +1,299+88.6% | Added |
| Archford Capital Strategies, LLC | 2,752 | $513.7K | 0.06% | −1,452−34.5% | Reduced |
| Aries Wealth Management | 2,729 | $509.4K | 0.11% | −174−6.0% | Reduced |
| Strait & Sound Wealth Management LLC | 2,725 | $508.6K | 0.19% | −877−24.3% | Reduced |
| Next Level Private LLC | 2,720 | $507.7K | 0.11% | +2,720 | New |
| Mirova | 2,715 | $506.8K | 0.02% | −20,916−88.5% | Reduced |
| OneAscent Financial Services LLC | 2,712 | $506.3K | 0.03% | +279+11.5% | Added |
| Quantum Private Wealth, LLC | 2,707 | $505.3K | 0.16% | −1,666−38.1% | Reduced |
| Sunflower Bank, N.A. | 2,706 | $505.1K | 0.13% | +77+2.9% | Added |
| BankPlus Wealth Management LLC | 2,704 | $505.0K | 0.26% | +230+9.3% | Added |
| United Advisor Group, LLC | 2,697 | $503.4K | 0.06% | +161+6.3% | Added |
| Unify Financial Advisors | 2,691 | $502.3K | 0.52% | +92+3.5% | Added |
| Trilogy Capital Inc. | 2,687 | $501.6K | 0.02% | +760+39.4% | Added |
| Jeppson Wealth Management, LLC | 2,685 | $501.2K | 0.16% | +658+32.5% | Added |
| Advisor OS, LLC | 2,679 | $500.2K | 0.04% | +168+6.7% | Added |
| Act Wealth Management, LLC | 2,674 | $499.2K | 0.17% | +2,674 | New |
| SGL Investment Advisors, Inc. | 2,808 | $498.4K | 0.19% | −64−2.2% | Reduced |
| Hudson Bay Capital Management LP | 2,650 | $494.7K | 0.00% | +2,650 | New |
| Security National Bank | 2,646 | $493.9K | 0.07% | +8+0.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,644 | $493.5K | 0.07% | +10.0% | Added |
| Legacy Advisors, LLC | 2,643 | $493.4K | 0.06% | −578−17.9% | Reduced |
| Alliance Wealth Advisors, LLC | 2,641 | $493.1K | 0.11% | −975−27.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,642 | $493.1K | 0.03% | +22+0.8% | Added |
| CoreCap Advisors, LLC | 2,641 | $493.0K | 0.02% | +806+43.9% | Added |
| Davis Investment Partners, LLC | 2,641 | $493.0K | 0.17% | +291+12.4% | Added |
| Tucker Asset Management LLC | 2,633 | $491.5K | 0.15% | +2,269+623.4% | Added |
| Mirador Capital Partners LP | 2,612 | $487.6K | 0.07% | −494−15.9% | Reduced |
| WealthCollab, LLC | 2,611 | $487.5K | 0.20% | −24−0.9% | Reduced |
| Onefund, LLC | 2,615 | $487.1K | 0.31% | −237−8.3% | Reduced |
| Greenfield Savings Bank | 2,608 | $486.8K | 0.21% | +177+7.3% | Added |
| SmartHarvest Portfolios, LLC | 2,606 | $486.5K | 0.20% | −631−19.5% | Reduced |
| Facet Wealth, Inc. | 2,601 | $485.5K | 0.01% | +272+11.7% | Added |
| FNY Investment Advisers, LLC | 2,600 | $485.0K | 0.22% | −3,860−59.8% | Reduced |
| Cypress Point Wealth Management, LLC | 2,597 | $484.8K | 0.10% | +1,054+68.3% | Added |
| Silver Coast Investments LLC | 2,594 | $484.2K | 0.15% | +307+13.4% | Added |
| Hudock, Inc. | 2,575 | $480.9K | 0.07% | +1,140+79.4% | Added |
| MCF Advisors LLC | 2,574 | $480.5K | 0.02% | +1,603+165.1% | Added |
| Summa Corp. | 2,571 | $479.9K | 0.20% | −138−5.1% | Reduced |
| Apriem Advisors | 2,570 | $479.7K | 0.05% | +605+30.8% | Added |
| Baron Wealth Management LLC | 2,568 | $479.4K | 0.14% | +115+4.7% | Added |
| TBH Global Asset Management, LLC | 2,562 | $478.2K | 0.10% | −1,417−35.6% | Reduced |
| Accurate Wealth Management, LLC | 2,896 | $477.8K | 0.06% | +606+26.5% | Added |