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 |
|---|---|---|---|---|---|
| Evelyn Partners Investment Management Services Ltd | 1,758 | $328.2K | 0.04% | −266−13.1% | Reduced |
| Adapt Wealth Advisors, LLC | 1,758 | $328.2K | 0.12% | +435+32.9% | Added |
| Clark Financial Services Group Inc | 1,755 | $327.6K | 0.18% | +428+32.3% | Added |
| Berger Financial Group, Inc | 1,739 | $324.6K | 0.02% | −228−11.6% | Reduced |
| Acorns Advisers, LLC | 1,735 | $324.0K | 0.00% | +413+31.2% | Added |
| Hartline Investment Corp | 1,732 | $323.3K | 0.04% | −90−4.9% | Reduced |
| Guardian Asset Advisors, LLC | 1,727 | $322.6K | 0.19% | +122+7.6% | Added |
| Summit Wealth Group LLC | 1,728 | $322.6K | 0.03% | −21−1.2% | Reduced |
| Capital Advantage, Inc. | 1,724 | $321.9K | 0.04% | −393−18.6% | Reduced |
| Chesapeake Wealth Management | 1,724 | $321.8K | 0.10% | +1,724 | New |
| Eads & Heald Wealth Management | 1,722 | $321.4K | 0.16% | −687−28.5% | Reduced |
| FF Advisors,LLC | 1,854 | $321.3K | 0.13% | +22+1.2% | Added |
| MJP Associates Inc | 1,718 | $320.7K | 0.04% | +375+27.9% | Added |
| Tyche Wealth Partners LLC | 1,717 | $320.6K | 0.05% | −3−0.2% | Reduced |
| Encompass Wealth Advisors, LLC | 1,714 | $319.9K | 0.11% | −101−5.6% | Reduced |
| DMG Group, LLC | 1,712 | $319.6K | 0.22% | +317+22.7% | Added |
| JM2 Capital Inc. | 1,706 | $318.5K | 0.26% | +40+2.4% | Added |
| Auxano Advisors, LLC | 1,704 | $318.1K | 0.06% | +180+11.8% | Added |
| BlackDiamond Wealth Management Inc. | 1,704 | $318.1K | 0.15% | −271−13.7% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,698 | $316.9K | 0.20% | +30+1.8% | Added |
| GenTrust, LLC | 1,697 | $316.8K | 0.01% | +1,697 | New |
| Bigelow Investment Advisors, LLC | 1,694 | $316.2K | 0.13% | −228−11.9% | Reduced |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,691 | $315.7K | 0.04% | +46+2.8% | Added |
| VisionPoint Advisory Group, LLC | 1,688 | $315.1K | 0.06% | +154+10.0% | Added |
| Oasis Advisors, LLC | 1,695 | $315.1K | 0.06% | +1,695 | New |
| Kensington Investment Counsel, LLC | 1,686 | $314.7K | 0.15% | −231−12.1% | Reduced |
| Johnson Financial Group, LLC | 1,685 | $314.5K | 0.02% | +1,685 | New |
| Beacon Financial Group | 1,684 | $314.3K | 0.03% | +239+16.5% | Added |
| Horizon Bancorp Inc | 1,681 | $314.0K | 0.15% | +472+39.0% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 1,676 | $312.9K | 0.38% | +45+2.8% | Added |
| Spectrum Planning & Advisory Services Inc. | 1,671 | $312.0K | 0.15% | −31−1.8% | Reduced |
| Grandfield & Dodd, LLC | 1,669 | $311.6K | 0.02% | −220−11.6% | Reduced |
| Traveka Wealth, LLC | 1,660 | $309.8K | 0.12% | −164−9.0% | Reduced |
| Cornerstone Advisory, LLC | 1,658 | $309.6K | 0.03% | +81+5.1% | Added |
| Seeds Investor LLC | 1,802 | $308.7K | 0.04% | +266+17.3% | Added |
| Arcataur Capital Management LLC | 1,653 | $308.6K | 0.09% | +25+1.5% | Added |
| Indivisible Partners | 1,647 | $307.5K | 0.03% | +677+69.8% | Added |
| Fort Point Capital Partners LLC | 1,647 | $307.4K | 0.04% | +77+4.9% | Added |
| Abacus Planning Group, Inc. | 1,646 | $307.3K | 0.04% | −294−15.2% | Reduced |
| Evolution Wealth Advisors, LLC | 1,645 | $307.1K | 0.03% | +1,645 | New |
| JSF Financial, LLC | 1,644 | $306.9K | 0.06% | −232−12.4% | Reduced |
| Marino, Stram & Associates LLC | 1,642 | $306.5K | 0.06% | +49+3.1% | Added |
| NWF Advisory Services Inc. | 1,634 | $305.0K | 0.03% | +213+15.0% | Added |
| Ignite Planners, LLC | 1,632 | $304.7K | 0.05% | +93+6.0% | Added |
| Claret Asset Management Corp | 1,626 | $304.0K | 0.04% | −11−0.7% | Reduced |
| Putney Financial Group LLC | 1,626 | $303.5K | 0.31% | −1,639−50.2% | Reduced |
| Global Assets Advisory, LLC | 1,625 | $303.3K | 0.09% | −1,246−43.4% | Reduced |
| Signature Wealth Management Partners, LLC | 1,621 | $302.6K | 0.15% | +685+73.2% | Added |
| Corient IA LLC | 1,620 | $302.4K | 0.28% | −380−19.0% | Reduced |
| MBL Wealth, LLC | 1,617 | $301.8K | 0.02% | +163+11.2% | Added |
| Aspire Capital Advisors LLC | 1,615 | $301.4K | 0.07% | +334+26.1% | Added |
| Koss-Olinger Consulting, LLC | 1,611 | $300.7K | 0.03% | −41−2.5% | Reduced |
| Liberty Wealth Management LLC | 1,611 | $300.6K | 0.04% | −334−17.2% | Reduced |
| TFC Financial Management | 1,606 | $299.8K | 0.04% | −137−7.9% | Reduced |
| Essential Partners LLC | 1,606 | $299.8K | 0.10% | +1,108+222.5% | Added |
| First American Trust, FSB | 1,603 | $299.1K | 0.02% | +118+7.9% | Added |
| Mathes Company, Inc. | 1,600 | $299.0K | 0.11% | −10,918−87.2% | Reduced |
| B&D White Capital Company, LLC | 1,600 | $298.7K | 0.04% | +1,600 | New |
| High Note Wealth, LLC | 1,599 | $298.5K | 0.06% | +64+4.2% | Added |
| Colonial Trust Co | 1,599 | $298.5K | 0.04% | −379−19.2% | Reduced |
| Bank of Stockton | 1,599 | $298.5K | 0.09% | +378+31.0% | Added |
| Rooted Wealth Advisors, Inc. | 1,593 | $296.7K | 0.08% | −562−26.1% | Reduced |
| Tritonpoint Wealth, LLC | 1,589 | $296.6K | 0.03% | +82+5.4% | Added |
| Epiq Partners, LLC | 1,584 | $295.7K | 0.14% | −57−3.5% | Reduced |
| LexAurum Advisors, LLC | 1,580 | $295.0K | 0.04% | +1,580 | New |
| Revolve Wealth Partners, LLC | 1,578 | $294.6K | 0.04% | −349−18.1% | Reduced |
| Alpha Omega Wealth Management LLC | 1,578 | $294.6K | 0.05% | +307+24.2% | Added |
| Wakefield Asset Management LLLP | 1,575 | $294.0K | 0.08% | 00.0% | Unchanged |
| Stonehaven Wealth & Tax Solutions, LLC | 1,574 | $293.8K | 0.26% | +1,574 | New |
| Seed Wealth Management, Inc. | 1,570 | $293.1K | 0.20% | 00.0% | Unchanged |
| Altar Rock LLC | 1,567 | $292.5K | 0.34% | +758+93.7% | Added |
| Salem Investment Counselors Inc | 1,554 | $290.1K | 0.01% | −2,435−61.0% | Reduced |
| Stonebrook Private Inc. | 1,553 | $289.9K | 0.06% | −527−25.3% | Reduced |
| IFC Advisors LLC | 1,552 | $289.7K | 0.04% | +376+32.0% | Added |
| Deseret Mutual Benefit Administrators | 1,546 | $288.6K | 0.10% | +882+132.8% | Added |
| Patton Albertson Miller Group, LLC | 1,546 | $288.6K | 0.03% | +1,546 | New |
| Armstrong, Fleming & Moore, Inc | 1,545 | $288.5K | 0.12% | +688+80.3% | Added |
| DGS Capital Management, LLC | 1,545 | $288.4K | 0.05% | −138−8.2% | Reduced |
| Pioneer Wealth Management Group | 1,540 | $287.5K | 0.08% | +5+0.3% | Added |
| Whalen Wealth Management Inc. | 1,539 | $287.3K | 0.15% | −3,390−68.8% | Reduced |
| DLK Investment Management, LLC | 1,536 | $286.8K | 0.11% | +17+1.1% | Added |
| Westerkirk Capital Inc. | 1,535 | $286.5K | 0.03% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 1,534 | $286.4K | 0.07% | +1,534 | New |
| Integral Investment Advisors, Inc. | 1,533 | $286.2K | 0.07% | +1,533 | New |
| QTR Family Wealth, LLC | 1,670 | $286.2K | 0.12% | −230−12.1% | Reduced |
| Wayfinding Financial, LLC | 1,533 | $286.0K | 0.12% | −138−8.3% | Reduced |
| Stokes Family Office, LLC | 1,532 | $285.9K | 0.03% | −317−17.1% | Reduced |
| Planning Alternatives Ltd | 1,529 | $285.4K | 0.04% | +1,529 | New |
| Castlefield Investment Partners LLP | 1,529 | $285.4K | 0.22% | +482+46.0% | Added |
| RiverGlades Family Offices LLC | 1,525 | $284.7K | 0.17% | +1,525 | New |
| Newbridge Financial Services Group, Inc. | 1,524 | $284.5K | 0.05% | −21,268−93.3% | Reduced |
| denkapparat Operations GmbH | 1,522 | $284.1K | 0.12% | +1,522 | New |
| Madison Park Capital Advisors, LLC | 1,515 | $282.8K | 0.22% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 1,511 | $282.1K | 0.03% | −5,571−78.7% | Reduced |
| Valley Brook Capital Group | 1,511 | $282.0K | 0.19% | −2,485−62.2% | Reduced |
| COFG Advisors, LLC | 1,502 | $280.4K | 0.07% | +526+53.9% | Added |
| Harbor Advisors LLC | 1,500 | $280.0K | 0.04% | 00.0% | Unchanged |
| Chokshi & Queen Wealth Advisors, Inc | 1,500 | $280.0K | 0.15% | 00.0% | Unchanged |
| Needham Investment Management LLC | 1,500 | $280.0K | 0.01% | +1,500 | New |
| Avenue 1 Advisors, LLC | 1,495 | $279.1K | 0.09% | −91−5.7% | Reduced |