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 |
|---|---|---|---|---|---|
| Advisor Resource Council | 2,142 | $399.8K | 0.16% | +129+6.4% | Added |
| Hilltop National Bank | 2,139 | $399.3K | 0.09% | +115+5.7% | Added |
| Quadcap Wealth Management, LLC | 2,135 | $398.6K | 0.05% | −2,020−48.6% | Reduced |
| Capstone Wealth Management Group LLC | 2,131 | $397.8K | 0.24% | −66−3.0% | Reduced |
| Ewa, LLC | 2,131 | $397.8K | 0.09% | +174+8.9% | Added |
| RAM Investment Partners, LLC | 2,122 | $396.1K | 0.07% | +79+3.9% | Added |
| Consilio Wealth Advisors, LLC | 2,121 | $395.9K | 0.12% | −9−0.4% | Reduced |
| Laffer Tengler Investments | 2,117 | $395.2K | 0.06% | −13−0.6% | Reduced |
| a16z Perennial Management, L.P. | 2,117 | $395.2K | 0.03% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 2,117 | $395.2K | 0.01% | +907+75.0% | Added |
| Northern Lights Advisors, Inc. | 2,104 | $392.7K | 0.27% | +129+6.5% | Added |
| PFC Capital Group, Inc. | 2,089 | $389.0K | 0.17% | −522−20.0% | Reduced |
| Bingham Private Wealth, LLC | 2,081 | $388.5K | 0.31% | −30−1.4% | Reduced |
| McHugh Group, LLC | 2,075 | $387.2K | 0.23% | +25+1.2% | Added |
| Benin Management CORP | 2,070 | $386.4K | 0.09% | +263+14.6% | Added |
| Montag A & Associates Inc | 2,070 | $386.3K | 0.02% | −1,535−42.6% | Reduced |
| HCR Wealth Advisors | 2,069 | $386.2K | 0.04% | +10.0% | Added |
| S Harris Financial Group, LLC | 2,057 | $383.9K | 0.35% | −344−14.3% | Reduced |
| Rexford Capital Inc | 2,056 | $383.8K | 0.27% | +225+12.3% | Added |
| Ark Wealth Advisors LLC | 2,056 | $383.8K | 0.38% | +900+77.9% | Added |
| Windsor Capital Management, LLC | 2,055 | $383.6K | 0.11% | −130−5.9% | Reduced |
| Jacobsen Capital Management | 2,053 | $383.2K | 0.13% | +323+18.7% | Added |
| Garden State Investment Advisory Services LLC | 2,042 | $381.7K | 0.09% | −252−11.0% | Reduced |
| Armis Advisers, LLC | 2,300 | $381.5K | 0.04% | −190−7.6% | Reduced |
| Avalon Trust Co | 2,043 | $381.4K | 0.03% | −552−21.3% | Reduced |
| Wedge Capital Management L L P | 2,041 | $381.0K | 0.01% | +263+14.8% | Added |
| Pinnacle Bancorp, Inc. | 2,041 | $381.0K | 0.11% | +341+20.1% | Added |
| Willner & Heller, LLC | 2,039 | $380.5K | 0.28% | +645+46.3% | Added |
| Runnymede Capital Advisors, Inc. | 2,030 | $378.9K | 0.33% | −3,753−64.9% | Reduced |
| Focus Financial Network, Inc. | 2,027 | $378.4K | 0.01% | −1,184−36.9% | Reduced |
| Broadway Wealth Solutions, Inc. | 2,027 | $378.3K | 0.20% | +584+40.5% | Added |
| Synergy Financial Group, LTD | 2,021 | $377.3K | 0.28% | +9+0.4% | Added |
| Pathfinder Wealth Consulting, Inc. | 2,020 | $377.0K | 0.24% | +455+29.1% | Added |
| Latko Wealth Management, Ltd. | 2,018 | $376.8K | 0.18% | −47−2.3% | Reduced |
| AGH Wealth Advisors, LLC | 2,017 | $376.5K | 0.28% | −311−13.4% | Reduced |
| Perennial Advisors, LLC | 2,014 | $376.0K | 0.06% | −153−7.1% | Reduced |
| Quent Capital, LLC | 2,008 | $374.9K | 0.03% | −2,808−58.3% | Reduced |
| Victory Financial Group, LLC | 2,008 | $374.8K | 0.05% | −230−10.3% | Reduced |
| United Community Bank | 2,008 | $374.8K | 0.12% | −895−30.8% | Reduced |
| Alley Investment Management Company, LLC | 2,000 | $373.3K | 0.05% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 2,000 | $373.3K | 0.22% | 00.0% | Unchanged |
| Intercapital, LLC | 2,000 | $373.3K | 0.21% | +2,000 | New |
| Howard Financial Services, Ltd. | 1,999 | $373.2K | 0.04% | +378+23.3% | Added |
| Financial Enhancement Group LLC | 2,048 | $373.0K | 0.05% | −21−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,991 | $371.7K | 0.04% | −1,069−34.9% | Reduced |
| Triumph Capital Management | 1,983 | $370.1K | 0.08% | +535+36.9% | Added |
| Kiley Juergens Wealth Management, LLC | 1,974 | $368.6K | 0.07% | +1,974 | New |
| Forum Finance Group S.A. | 2,518 | $367.0K | 0.20% | +2,518 | New |
| Leavell Investment Management, Inc. | 1,965 | $366.8K | 0.02% | −375−16.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,961 | $366.1K | 0.03% | +60+3.2% | Added |
| Appleton Partners Inc | 1,960 | $366.0K | 0.03% | −76−3.7% | Reduced |
| Walkner Condon Financial Advisors LLC | 1,960 | $365.9K | 0.05% | −189−8.8% | Reduced |
| Laurel Oak Wealth Management, LLC | 1,960 | $365.9K | 0.06% | −105−5.1% | Reduced |
| Wisconsin Wealth Advisors, LLC | 1,957 | $365.4K | 0.36% | +1+0.1% | Added |
| WBH Advisory Inc | 1,953 | $363.8K | 0.03% | −206−9.5% | Reduced |
| CVA Family Office, LLC | 1,948 | $363.7K | 0.04% | +396+25.5% | Added |
| V2 Financial group LLC | 1,945 | $363.0K | 0.17% | +3+0.2% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 1,930 | $360.3K | 0.12% | −3,047−61.2% | Reduced |
| New Wave Wealth Advisors LLC | 1,929 | $360.1K | 0.13% | +607+45.9% | Added |
| Sym Financial Corp | 1,921 | $358.6K | 0.04% | +466+32.0% | Added |
| Beckerman Institutional, LLC | 1,921 | $358.6K | 0.19% | +871+83.0% | Added |
| Investors Research Corp | 1,920 | $358.4K | 0.07% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 1,919 | $358.3K | 0.31% | −1,177−38.0% | Reduced |
| Winthrop Advisory Group LLC | 1,911 | $356.6K | 0.03% | −246−11.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,910 | $356.6K | 0.11% | +55+3.0% | Added |
| Stonebridge Financial Group, LLC | 1,900 | $354.6K | 0.30% | +275+16.9% | Added |
| Accel Wealth Management | 1,898 | $354.4K | 0.09% | −9−0.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 1,893 | $353.4K | 0.04% | −191−9.2% | Reduced |
| CFM Wealth Partners LLC | 1,892 | $353.2K | 0.05% | −30,067−94.1% | Reduced |
| Integrated Investment Consultants, LLC | 1,889 | $352.6K | 0.07% | −1,671−46.9% | Reduced |
| CSS LLC | 1,881 | $351.1K | 0.02% | +710+60.6% | Added |
| American Alpha Advisors, LLC | 1,881 | $351.1K | 0.21% | +939+99.7% | Added |
| Argyle Capital Partners, LLC | 1,880 | $350.9K | 0.25% | −1,337−41.6% | Reduced |
| Princeton Capital Management LLC | 1,872 | $349.5K | 0.10% | −2,123−53.1% | Reduced |
| Engineers Gate Manager LP | 1,872 | $349.4K | 0.00% | −105,923−98.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,867 | $348.5K | 0.02% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 1,865 | $348.1K | 0.08% | +274+17.2% | Added |
| Tannin Capital LLC | 1,861 | $347.4K | 0.25% | +385+26.1% | Added |
| Icapital Wealth LLC | 1,861 | $347.0K | 0.21% | −2,292−55.2% | Reduced |
| Moment Partners, LLC | 1,845 | $344.4K | 0.06% | +18+1.0% | Added |
| Smithfield Trust Co | 1,827 | $344.0K | 0.01% | −450−19.8% | Reduced |
| Orographic Financial Advisors, LLC | 1,845 | $344.0K | 0.24% | +1,845 | New |
| Affinity Capital Advisors, LLC | 1,839 | $343.4K | 0.05% | +15+0.8% | Added |
| Addison Advisors LLC | 1,832 | $342.0K | 0.08% | −291−13.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,831 | $341.9K | 0.05% | +180+10.9% | Added |
| Greater Midwest Financial Group, LLC | 1,831 | $341.8K | 0.18% | −13,862−88.3% | Reduced |
| Southern Financial Group, LLC | 1,820 | $339.8K | 0.09% | +431+31.0% | Added |
| Azimuth Capital Investment Management LLC | 1,815 | $338.8K | 0.01% | −35,965−95.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,808 | $337.5K | 0.10% | +60+3.4% | Added |
| Pacific Sage Partners, LLC | 1,800 | $336.0K | 0.05% | +39+2.2% | Added |
| Rossby Financial, LCC | 1,804 | $336.0K | 0.07% | +356+24.6% | Added |
| Fearless Solutions, LLC dba Best Invest | 1,799 | $335.9K | 0.20% | −295−14.1% | Reduced |
| GFG Capital, LLC | 1,797 | $335.4K | 0.11% | +1,797 | New |
| Clarity Wealth Advisors, LLC | 1,796 | $335.3K | 0.07% | −35−1.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,795 | $335.1K | 0.02% | +1,795 | New |
| Edgestream Partners, L.P. | 1,794 | $334.9K | 0.01% | −892−33.2% | Reduced |
| Vega Investment Solutions | 1,788 | $333.8K | 0.08% | −3,010−62.7% | Reduced |
| McAdam, LLC | 1,767 | $329.9K | 0.01% | +24+1.4% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,763 | $329.1K | 0.09% | −109−5.8% | Reduced |
| Cane Capital Partners, LLC | 1,759 | $328.4K | 0.14% | +223+14.5% | Added |