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; 2,492 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
- 2,696
- −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
- 1,077 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 167,792 | $31.3M | 1.06% | +84,040+100.3% | Added |
| Nisa Investment Advisors, LLC | 167,517 | $31.3M | 0.12% | −57,210−25.5% | Reduced |
| Riverbridge Partners LLC | 165,259 | $30.8M | 0.75% | −13,185−7.4% | Reduced |
| Defiance ETFs, LLC | 162,312 | $30.3M | 0.44% | +11,139+7.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 161,091 | $30.1M | 0.24% | −102,428−38.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 156,821 | $29.3M | 0.15% | +11,848+8.2% | Added |
| USS Investment Management Ltd | 156,301 | $29.2M | 0.12% | +5,177+3.4% | Added |
| Formuepleje A/S | 156,139 | $29.1M | 2.64% | +18,035+13.1% | Added |
| Park National Corp | 155,850 | $29.1M | 0.89% | +12,732+8.9% | Added |
| Penn Davis McFarland Inc | 155,266 | $29.0M | 2.84% | +155,266 | New |
| Achmea Investment Management B.V. | 154,716 | $28.9M | 0.76% | +8,940+6.1% | Added |
| Wedbush Fund Advisers, LLC | 154,577 | $28.9M | 3.34% | +154,577 | New |
| Utah Retirement Systems | 148,241 | $27.7M | 0.28% | −6,018−3.9% | Reduced |
| Varma Mutual Pension Insurance Co | 148,028 | $27.6M | 0.16% | −9,200−5.9% | Reduced |
| Vident Advisory, LLC | 147,685 | $27.6M | 0.23% | +29,226+24.7% | Added |
| M&T Bank Corp | 145,554 | $27.2M | 0.09% | +620+0.4% | Added |
| Brown Advisory Inc | 144,986 | $27.1M | 0.04% | +9,588+7.1% | Added |
| AIA Group Ltd | 143,384 | $26.8M | 0.39% | −47,108−24.7% | Reduced |
| QRG Capital Management, Inc. | 143,346 | $26.8M | 0.28% | +857+0.6% | Added |
| Leith Wheeler Investment Counsel Ltd. | 142,306 | $26.6M | 2.20% | +2,365+1.7% | Added |
| Assetmark, Inc | 141,158 | $26.3M | 0.05% | +6,076+4.5% | Added |
| Warren Averett Asset Management, LLC | 140,659 | $26.3M | 0.20% | +11,036+8.5% | Added |
| ING Groep NV | 140,649 | $26.3M | 0.16% | −595,719−80.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 140,366 | $26.2M | 0.22% | −2,686−1.9% | Reduced |
| Exchange Traded Concepts, LLC | 139,914 | $26.1M | 0.20% | +76,206+119.6% | Added |
| ASR Vermogensbeheer N.V. | 139,157 | $26.0M | 0.31% | −742−0.5% | Reduced |
| New York Life Investment Management LLC | 138,949 | $25.9M | 0.22% | +857+0.6% | Added |
| Mercer Global Advisors Inc | 137,994 | $25.8M | 0.04% | +1,368+1.0% | Added |
| Rakuten Investment Management, Inc. | 139,176 | $25.8M | 0.05% | +13,720+10.9% | Added |
| CWM, LLC | 137,932 | $25.7M | 0.07% | −640−0.5% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 137,794 | $25.7M | 0.93% | −2,456−1.8% | Reduced |
| Clear Street Group Inc. | 137,519 | $25.7M | 0.14% | −31,175−18.5% | Reduced |
| NEOS Investment Management LLC | 137,226 | $25.6M | 0.13% | +4,861+3.7% | Added |
| GDS Wealth Management | 136,689 | $25.5M | 1.53% | +64,955+90.5% | Added |
| Crosslink Capital Inc | 136,035 | $25.4M | 2.49% | +136,035 | New |
| Fisher Funds Management LTD | 134,513 | $25.1M | 0.74% | −147,952−52.4% | Reduced |
| Renaissance Group LLC | 133,483 | $24.9M | 1.04% | +10,555+8.6% | Added |
| Harvest Portfolios Group Inc. | 133,174 | $24.9M | 0.41% | +22,629+20.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 132,027 | $24.6M | 0.23% | −479,457−78.4% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 132,540 | $24.6M | 0.72% | −15,042−10.2% | Reduced |
| Crestwood Advisors Group LLC | 130,681 | $24.4M | 0.41% | −129,452−49.8% | Reduced |
| United Capital Financial Advisers, LLC | 129,326 | $24.1M | 0.15% | −3,038−2.3% | Reduced |
| Guggenheim Capital LLC | 128,300 | $23.9M | 0.19% | +4,343+3.5% | Added |
| Hollencrest Capital Management | 127,923 | $23.9M | 0.89% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 127,785 | $23.9M | 1.58% | +13,905+12.2% | Added |
| Janus Henderson Group PLC | 127,739 | $23.8M | 0.01% | +3,125+2.5% | Added |
| Qube Research & Technologies Ltd | 124,865 | $23.3M | 0.03% | −219,229−63.7% | Reduced |
| JustInvest LLC | 123,672 | $23.1M | 0.23% | +6,892+5.9% | Added |
| TCTC Holdings, LLC | 123,594 | $23.1M | 0.66% | −2,454−1.9% | Reduced |
| Vinva Investment Management Ltd | 124,009 | $22.9M | 0.29% | +9,661+8.4% | Added |
| OP Asset Management Ltd | 121,374 | $22.7M | 0.23% | +7,175+6.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 190,781 | $22.5M | 0.05% | −8,558−4.3% | Reduced |
| Meitav Dash Investments Ltd | 120,463 | $22.5M | 0.25% | −113,121−48.4% | Reduced |
| Nissay Asset Management Corp | 119,513 | $22.3M | 0.12% | −232−0.2% | Reduced |
| Kestra Advisory Services, LLC | 118,602 | $22.1M | 0.08% | +1,365+1.2% | Added |
| GuoLine Advisory Pte Ltd | 117,890 | $22.0M | 2.30% | 00.0% | Unchanged |
| Ethic Inc. | 117,376 | $21.9M | 0.34% | +10,701+10.0% | Added |
| Palestra Capital Management LLC | 116,527 | $21.8M | 0.85% | −306,995−72.5% | Reduced |
| EP Wealth Advisors, LLC | 116,293 | $21.7M | 0.11% | −1,414−1.2% | Reduced |
| Community Trust & Investment Co | 116,268 | $21.7M | 1.18% | +3,638+3.2% | Added |
| Walleye Capital LLC | 115,834 | $21.6M | 0.13% | −154,292−57.1% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 115,800 | $21.6M | 3.82% | 00.0% | Unchanged |
| Aware Super Pty Ltd as trustee of Aware Super | 115,735 | $21.6M | 0.33% | +115,735 | New |
| Sanibel Captiva Trust Company, Inc. | 114,684 | $21.4M | 0.60% | −14,527−11.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 128,841 | $21.3M | 0.21% | −31,859−19.8% | Reduced |
| Wealthfront Advisers LLC | 113,644 | $21.2M | 0.05% | +5,796+5.4% | Added |
| Foundations Investment Advisors, LLC | 111,987 | $20.9M | 0.26% | +15,751+16.4% | Added |
| Motley Fool Asset Management LLC | 109,121 | $20.4M | 0.88% | −12,358−10.2% | Reduced |
| Banco Santander, S.A. | 108,654 | $20.3M | 0.16% | −175,195−61.7% | Reduced |
| Beacon Pointe Advisors, LLC | 107,804 | $20.1M | 0.11% | +41,358+62.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 107,676 | $20.1M | 0.21% | −33,060−23.5% | Reduced |
| Mutual of America Capital Management LLC | 107,611 | $20.1M | 0.23% | +2,999+2.9% | Added |
| Canada Post Corp Registered Pension Plan | 107,509 | $20.1M | 0.80% | +26,204+32.2% | Added |
| Oregon Public Employees Retirement Fund | 107,288 | $20.0M | 0.26% | −1,773−1.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 106,320 | $19.8M | 0.40% | −6,815−6.0% | Reduced |
| Heron Bay Capital Management | 105,389 | $19.7M | 1.81% | +70,662+203.5% | Added |
| Dundas Partners LLP | 105,346 | $19.7M | 1.57% | +21,594+25.8% | Added |
| Omers Administration Corp | 105,170 | $19.6M | 0.13% | +14,586+16.1% | Added |
| Compagnie Lombard Odier SCmA | 104,644 | $19.5M | 0.24% | −42,694−29.0% | Reduced |
| Advisors Capital Management, LLC | 104,544 | $19.5M | 0.23% | +75,205+256.3% | Added |
| TD Waterhouse Canada Inc. | 104,959 | $19.5M | 0.06% | +35,557+51.2% | Added |
| Greenleaf Trust | 103,183 | $19.3M | 0.19% | +4,577+4.6% | Added |
| Brookstone Capital Management | 102,408 | $19.1M | 0.22% | +2,388+2.4% | Added |
| Allstate Corp | 102,187 | $19.1M | 0.20% | +28,588+38.8% | Added |
| HM Payson & Co | 102,041 | $19.0M | 0.27% | +97,036+1,938.8% | Added |
| Pinnacle Financial Partners, Inc. | 100,591 | $18.8M | 0.14% | −30,276−23.1% | Reduced |
| Sanctuary Advisors, LLC | 100,537 | $18.8M | 0.10% | +3,314+3.4% | Added |
| Gemsstock Limited | 100,500 | $18.8M | 1.98% | +100,500 | New |
| Yousif Capital Management, LLC | 100,202 | $18.7M | 0.22% | −4,802−4.6% | Reduced |
| Pathstone Holdings, LLC | 100,063 | $18.7M | 0.07% | +5,698+6.0% | Added |
| Mesirow Financial Investment Management, Inc. | 99,885 | $18.6M | 0.30% | +7,851+8.5% | Added |
| Petrus Trust Company, LTA | 99,123 | $18.5M | 2.02% | −34,000−25.5% | Reduced |
| Talbot Financial, LLC | 97,465 | $18.2M | 1.53% | +7,037+7.8% | Added |
| Prudential PLC | 96,839 | $18.1M | 0.14% | −20,604−17.5% | Reduced |
| ExodusPoint Capital Management, LP | 96,556 | $18.0M | 0.18% | +96,556 | New |
| Mediolanum International Funds Ltd | 97,191 | $18.0M | 0.19% | +38,283+65.0% | Added |
| Investment Management Corp of Ontario | 94,099 | $17.6M | 0.23% | +15,149+19.2% | Added |
| Kempen Capital Management N.V. | 93,643 | $17.5M | 0.15% | +61,722+193.4% | Added |
| Clearstead Advisors, LLC | 93,532 | $17.5M | 0.16% | +12,739+15.8% | Added |
| Crossmark Global Holdings, Inc. | 93,375 | $17.4M | 0.26% | −5,332−5.4% | Reduced |