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 |
|---|---|---|---|---|---|
| Redwood Financial Network Corp | 2,556 | $477.1K | 0.31% | −79−3.0% | Reduced |
| White Pine Capital LLC | 2,550 | $476.0K | 0.13% | −10−0.4% | Reduced |
| Forum Financial Management, LP | 2,536 | $473.4K | 0.01% | −5,951−70.1% | Reduced |
| Ponta Wealth Partners, LLC | 2,530 | $472.3K | 0.38% | +2,530 | New |
| Calton & Associates, Inc. | 2,530 | $472.2K | 0.07% | +339+15.5% | Added |
| Kuhn & Co Investment Counsel | 2,527 | $471.7K | 0.30% | +60+2.4% | Added |
| Pure Financial Advisors, Inc. | 2,526 | $471.5K | 0.01% | +588+30.3% | Added |
| IVC Wealth Advisors LLC | 2,518 | $470.0K | 0.20% | +246+10.8% | Added |
| Telos Capital Management, Inc. | 2,516 | $469.7K | 0.04% | +986+64.4% | Added |
| Knuff & Co LLC | 2,515 | $469.5K | 0.14% | −349−12.2% | Reduced |
| Tranquility Partners, LLC | 2,508 | $468.2K | 0.18% | −97−3.7% | Reduced |
| Board of the Pension Protection Fund | 2,500 | $466.7K | 0.43% | +2,400+2,400.0% | Added |
| Smith Chas P & Associates Pa Cpas | 2,499 | $466.5K | 0.03% | +2,499 | New |
| TIG Advisors, LLC | 2,499 | $466.5K | 0.02% | +2,499 | New |
| Inscription Capital, LLC | 2,495 | $465.8K | 0.05% | −792−24.1% | Reduced |
| May Hill Capital, LLC | 2,494 | $465.6K | 0.12% | +1,157+86.5% | Added |
| GAM Holding AG | 2,489 | $464.6K | 0.04% | −5,239−67.8% | Reduced |
| Natural Investments, LLC | 2,489 | $464.0K | 0.11% | +139+5.9% | Added |
| Platform Technology Partners | 2,469 | $460.9K | 0.09% | +126+5.4% | Added |
| Millstone Evans Group, LLC | 2,468 | $460.7K | 0.28% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,465 | $460.1K | 0.02% | +750+43.7% | Added |
| Abel Hall, LLC | 2,464 | $460.0K | 0.10% | +168+7.3% | Added |
| ZEGA Investments, LLC | 2,455 | $458.3K | 0.09% | +32+1.3% | Added |
| Semus Wealth Partners LLC | 2,452 | $457.7K | 0.26% | +310+14.5% | Added |
| TRB Wealth Management, LLC | 2,446 | $456.6K | 0.06% | +2,446 | New |
| Ameriflex Group, Inc. | 2,443 | $456.0K | 0.23% | +357+17.1% | Added |
| Intellectus Partners, LLC | 2,436 | $454.7K | 0.09% | +1,136+87.4% | Added |
| AdvisorShares Investments LLC | 2,430 | $453.6K | 0.08% | +600+32.8% | Added |
| Oxford Wealth Group, LLC | 2,429 | $453.5K | 0.25% | −517−17.5% | Reduced |
| Phillips Wealth Planners LLC | 2,548 | $452.2K | 0.34% | +98+4.0% | Added |
| Essex LLC | 2,419 | $451.6K | 0.08% | −1,375−36.2% | Reduced |
| Argentarii, LLC | 2,416 | $451.1K | 0.16% | +1,286+113.8% | Added |
| Wrapmanager Inc | 2,416 | $451.0K | 0.16% | −20−0.8% | Reduced |
| Catalyst Private Wealth, LLC | 2,415 | $450.8K | 0.24% | −163−6.3% | Reduced |
| Bank of Jackson Hole Trust | 2,414 | $450.6K | 0.22% | −46−1.9% | Reduced |
| Fulton Breakefield Broenniman LLC | 2,413 | $450.4K | 0.03% | −2,013−45.5% | Reduced |
| Gamco Investors, Inc. Et Al | 2,411 | $450.1K | 0.00% | −678−21.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,410 | $449.9K | 0.01% | −269−10.0% | Reduced |
| Kera Capital Partners, Inc. | 2,408 | $449.5K | 0.06% | +273+12.8% | Added |
| Aviance Capital Partners, LLC | 2,405 | $448.9K | 0.05% | +428+21.6% | Added |
| Tennessee Valley Asset Management Partners | 2,404 | $448.8K | 0.06% | +235+10.8% | Added |
| Laurion Capital Management LP | 2,400 | $448.0K | 0.04% | +2,400 | New |
| Hill Island Financial LLC | 2,399 | $447.9K | 0.11% | −232−8.8% | Reduced |
| Cabot Wealth Management Inc | 2,398 | $447.6K | 0.05% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,416 | $446.9K | 0.07% | −795−24.8% | Reduced |
| SPWM Advisors LLC | 2,602 | $445.7K | 0.39% | −519−16.6% | Reduced |
| Mma Asset Management LLC | 2,387 | $445.6K | 0.16% | +28+1.2% | Added |
| Atlanta Consulting Group Advisors, LLC | 2,381 | $444.5K | 0.10% | −57−2.3% | Reduced |
| Inceptionr LLC | 2,375 | $443.3K | 0.11% | +253+11.9% | Added |
| Sandro Wealth Management LLC | 2,371 | $442.6K | 0.35% | +345+17.0% | Added |
| Monetary Management Group Inc | 2,370 | $442.4K | 0.11% | −200−7.8% | Reduced |
| Brady Family Wealth, LLC | 2,369 | $442.1K | 0.14% | −11,897−83.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,365 | $441.5K | 0.10% | −1,959−45.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,365 | $440.0K | 0.14% | −545−18.7% | Reduced |
| Bridgewater Advisors Inc. | 2,647 | $438.9K | 0.03% | −426−13.9% | Reduced |
| Nichols & Pratt Advisers LLP | 2,347 | $438.1K | 0.03% | −800−25.4% | Reduced |
| Capital Advisors Inc | 2,345 | $437.8K | 0.01% | +17+0.7% | Added |
| Etesian Wealth Advisors, Inc. | 2,341 | $437.0K | 0.14% | −998−29.9% | Reduced |
| Klingman & Associates, LLC | 2,334 | $435.7K | 0.02% | −1,459−38.5% | Reduced |
| Diligent Investors, LLC | 2,333 | $435.5K | 0.11% | +83+3.7% | Added |
| Concentrum Wealth Management | 2,330 | $435.0K | 0.13% | −427−15.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 2,327 | $434.4K | 0.07% | −3,813−62.1% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 2,325 | $434.0K | 0.19% | +447+23.8% | Added |
| Greenwich Wealth Management LLC | 2,315 | $432.0K | 0.02% | −116−4.8% | Reduced |
| Bensler, LLC | 2,308 | $430.8K | 0.04% | +932+67.7% | Added |
| Connecticut Wealth Management, LLC | 2,298 | $429.0K | 0.02% | +13+0.6% | Added |
| Axim Planning & Wealth | 2,292 | $427.8K | 0.52% | +2,292 | New |
| IFG Advisors, LLC | 2,290 | $427.5K | 0.07% | +75+3.4% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,280 | $425.6K | 0.06% | +1,010+79.5% | Added |
| Eagle Wealth Advisors LLC | 2,279 | $425.4K | 0.39% | −1,124−33.0% | Reduced |
| True North Advisors, LLC | 2,274 | $424.5K | 0.05% | −201−8.1% | Reduced |
| Basecamp Wealth Advisors LLC | 2,272 | $424.1K | 0.09% | +30+1.3% | Added |
| Pines Wealth Management, LLC | 2,263 | $422.4K | 0.14% | +513+29.3% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2,262 | $422.2K | 0.33% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 2,292 | $421.2K | 0.21% | +2,292 | New |
| MOR Wealth Management, LLC | 2,256 | $421.1K | 0.19% | +2,256 | New |
| Cim Investment Mangement Inc | 2,251 | $420.2K | 0.11% | −9−0.4% | Reduced |
| Marathon Trading Investment Management LLC | 2,250 | $420.0K | 0.12% | +2,250 | New |
| Sunpointe, LLC | 2,241 | $418.3K | 0.14% | −39−1.7% | Reduced |
| Atlantic Trust, LLC | 2,233 | $416.8K | 0.07% | −285−11.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,219 | $414.2K | 0.03% | +39+1.8% | Added |
| KWB Wealth | 1,561 | $413.5K | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 2,209 | $412.3K | 0.02% | −1,192−35.0% | Reduced |
| Strategic Blueprint, LLC | 2,206 | $411.8K | 0.02% | +320+17.0% | Added |
| Great Diamond Partners, LLC | 2,202 | $411.0K | 0.08% | −636−22.4% | Reduced |
| Anchyra Partners LLC | 2,198 | $410.3K | 0.12% | +223+11.3% | Added |
| Cambient Family Office, LLC | 2,196 | $409.9K | 0.06% | +283+14.8% | Added |
| J.Safra Asset Management Corp | 2,193 | $409.4K | 0.02% | +43+2.0% | Added |
| Davis R M Inc | 2,191 | $409.0K | 0.01% | −516−19.1% | Reduced |
| Fiduciary Family Office, LLC | 2,191 | $408.9K | 0.12% | −286−11.5% | Reduced |
| Severin Investments, LLC | 2,190 | $408.8K | 0.35% | +2,190 | New |
| Cascades Capital Asset Management, LLC | 2,176 | $406.1K | 0.17% | −155−6.6% | Reduced |
| Capital Investment Counsel, Inc | 2,175 | $406.0K | 0.05% | +2,175 | New |
| New Insight Wealth Advisors | 2,169 | $405.0K | 0.15% | −545−20.1% | Reduced |
| Cape Ann Savings Bank | 2,169 | $404.9K | 0.20% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,168 | $404.7K | 0.18% | −2,708−55.5% | Reduced |
| F/M Investments LLC | 2,161 | $403.4K | 0.03% | −19,206−89.9% | Reduced |
| Verus Capital Partners, LLC | 2,154 | $402.2K | 0.03% | +673+45.4% | Added |
| Harmony Asset Management LLC | 2,153 | $401.9K | 0.12% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2,143 | $400.0K | 0.19% | +144+7.2% | Added |