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 |
|---|---|---|---|---|---|
| Crawford Investment Counsel Inc | 93,321 | $17.4M | 0.30% | +14,025+17.7% | Added |
| Benjamin Edwards Inc | 92,847 | $17.3M | 0.17% | +11,139+13.6% | Added |
| Madison Asset Management, LLC | 92,577 | $17.3M | 0.21% | +45,978+98.7% | Added |
| Elo Mutual Pension Insurance Co | 92,518 | $17.3M | 0.28% | −4,654−4.8% | Reduced |
| 1832 Asset Management L.P. | 92,451 | $17.3M | 0.02% | −71,118−43.5% | Reduced |
| State of Alaska, Department of Revenue | 91,917 | $17.2M | 0.19% | −2,340−2.5% | Reduced |
| Oppenheimer Asset Management Inc. | 91,461 | $17.1M | 0.19% | +20,068+28.1% | Added |
| Generate Investment Management Ltd | 90,608 | $16.9M | 0.83% | −710−0.8% | Reduced |
| Becker Capital Management Inc | 89,739 | $16.8M | 0.49% | −39,365−30.5% | Reduced |
| Thrivent Financial for Lutherans | 89,607 | $16.7M | 0.03% | −10,432−10.4% | Reduced |
| Generali Asset Management SPA SGR | 89,365 | $16.7M | 0.35% | −110−0.1% | Reduced |
| Dash Acquisitions Inc. | 89,482 | $16.7M | 3.47% | +448+0.5% | Added |
| Ancora Advisors, LLC | 88,024 | $16.4M | 0.35% | +23,740+36.9% | Added |
| Long Focus Capital Management, LLC | 88,000 | $16.4M | 0.72% | +88,000 | New |
| Old National Bancorp | 87,279 | $16.3M | 0.27% | +3,414+4.1% | Added |
| Zacks Investment Management | 87,211 | $16.3M | 0.13% | +845+1.0% | Added |
| Rule One Partners, LLC | 87,000 | $16.2M | 16.16% | +87,000 | New |
| Davidson Investment Advisors | 86,883 | $16.2M | 0.70% | +1,764+2.1% | Added |
| Merit Financial Group, LLC | 86,578 | $16.2M | 0.12% | +53,349+160.5% | Added |
| Martingale Asset Management L P | 85,775 | $16.0M | 0.40% | −47,576−35.7% | Reduced |
| Valiant Capital Management, L.P. | 85,336 | $15.9M | 1.25% | −8,000−8.6% | Reduced |
| Quinn Opportunity Partners LLC | 85,000 | $15.9M | 0.83% | +66,000+347.4% | Added |
| GWM Advisors LLC | 84,498 | $15.8M | 0.06% | +181+0.2% | Added |
| Boston Family Office LLC | 84,239 | $15.7M | 1.05% | −5,198−5.8% | Reduced |
| Optiver Holding B.V. | 83,004 | $15.5M | 0.59% | −24,526−22.8% | Reduced |
| Woodline Partners LP | 82,916 | $15.5M | 0.06% | −41,089−33.1% | Reduced |
| Ilex Capital Partners (UK) LLP | 82,690 | $15.4M | 0.38% | +82,690 | New |
| One Capital Management, LLC | 82,679 | $15.4M | 0.42% | +11,128+15.6% | Added |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 81,500 | $15.2M | 1.06% | −6,000−6.9% | Reduced |
| Freestone Capital Holdings, LLC | 81,252 | $15.2M | 0.46% | −12,665−13.5% | Reduced |
| Farmers & Merchants Investments Inc | 81,053 | $15.1M | 0.42% | +24,423+43.1% | Added |
| Horizon Investments, LLC | 80,907 | $15.1M | 0.17% | +24,114+42.5% | Added |
| Haverford Trust Co | 80,694 | $15.1M | 0.14% | +18,273+29.3% | Added |
| Marex Group plc | 80,190 | $15.0M | 0.16% | −169,048−67.8% | Reduced |
| EULAV Asset Management | 80,020 | $14.9M | 0.48% | +13,006+19.4% | Added |
| Epoch Investment Partners, Inc. | 79,533 | $14.8M | 0.09% | −49,250−38.2% | Reduced |
| First National Bank of Omaha | 79,747 | $14.8M | 0.46% | +25,748+47.7% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 79,251 | $14.8M | 0.28% | +29,482+59.2% | Added |
| Gotham Asset Management, LLC | 78,589 | $14.7M | 0.04% | −22,576−22.3% | Reduced |
| Motley Fool Wealth Management, LLC | 78,533 | $14.7M | 1.66% | −29,288−27.2% | Reduced |
| ARS Investment Partners, LLC | 78,055 | $14.6M | 0.76% | +18,710+31.5% | Added |
| Greenwood Gearhart Inc | 77,622 | $14.5M | 0.78% | +76,755+8,852.9% | Added |
| Foster Victor Wealth Advisors, LLC | 84,377 | $14.5M | 0.83% | +15,089+21.8% | Added |
| Silvercrest Asset Management Group LLC | 75,959 | $14.2M | 0.10% | −46,331−37.9% | Reduced |
| Osborne Partners Capital Management, LLC | 75,771 | $14.1M | 0.75% | +9,133+13.7% | Added |
| Equitable Holdings, Inc. | 56,820 | $14.1M | 0.09% | +21,446+60.6% | Added |
| Gibraltar Capital Management, Inc. | 75,060 | $14.0M | 2.41% | +47,815+175.5% | Added |
| Brinker Capital Investments, LLC | 75,001 | $14.0M | 0.12% | −426−0.6% | Reduced |
| Grimes & Company, Inc. | 74,862 | $14.0M | 0.39% | +22,913+44.1% | Added |
| Hallmark Capital Management Inc | 74,704 | $13.9M | 0.90% | −2,200−2.9% | Reduced |
| Baader Bank INC | 74,588 | $13.9M | 1.37% | −4,342−5.5% | Reduced |
| Capital International Ltd | 73,978 | $13.8M | 0.51% | −50,272−40.5% | Reduced |
| Boston Common Asset Management, LLC | 73,976 | $13.8M | 0.89% | −106−0.1% | Reduced |
| Coldstream Capital Management Inc | 73,945 | $13.8M | 0.17% | +27,762+60.1% | Added |
| Alphadyne Asset Management LP | 73,434 | $13.7M | 1.79% | +73,434 | New |
| Allianz SE | 72,931 | $13.6M | 0.15% | +21,265+41.2% | Added |
| Gulf International Bank (UK) Ltd | 72,454 | $13.5M | 0.30% | +24,291+50.4% | Added |
| GW Henssler & Associates Ltd | 72,046 | $13.4M | 0.63% | +7,353+11.4% | Added |
| North Star Asset Management Inc | 71,554 | $13.4M | 0.58% | +7,235+11.2% | Added |
| Washington Trust Co | 71,336 | $13.3M | 0.45% | +798+1.1% | Added |
| Roffman Miller Associates Inc | 71,154 | $13.3M | 0.77% | −8,823−11.0% | Reduced |
| Verition Fund Management LLC | 71,134 | $13.3M | 0.13% | −13,274−15.7% | Reduced |
| Abner Herrman & Brock LLC | 71,027 | $13.3M | 1.47% | +39+0.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 70,903 | $13.2M | 0.04% | −19,197−21.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 70,419 | $13.2M | 0.41% | −24,001−25.4% | Reduced |
| Illinois Municipal Retirement Fund | 70,513 | $13.2M | 0.17% | −680−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 70,446 | $13.2M | 0.15% | +5,698+8.8% | Added |
| Kestra Private Wealth Services, LLC | 70,011 | $13.1M | 0.16% | +250+0.4% | Added |
| CastleKnight Management LP | 69,900 | $13.0M | 0.61% | +38,000+119.1% | Added |
| Reynders McVeigh Capital Management, LLC | 69,864 | $13.0M | 0.66% | −29,127−29.4% | Reduced |
| BLB&B Advisors, LLC | 69,700 | $13.0M | 0.54% | +12,673+22.2% | Added |
| HRT Financial LP | 69,589 | $13.0M | 0.03% | +9,069+15.0% | Added |
| Pensionmark Financial Group, LLC | 68,785 | $12.8M | 0.21% | −3,349−4.6% | Reduced |
| La Banque Postale Asset Management SA | 68,328 | $12.8M | 0.17% | −54,670−44.4% | Reduced |
| Metis Global Partners, LLC | 66,474 | $12.4M | 0.30% | −2,346−3.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 66,266 | $12.4M | 0.44% | −32,446−32.9% | Reduced |
| Commerce Bank | 66,013 | $12.3M | 0.06% | −16,937−20.4% | Reduced |
| Channing Capital Management, LLC | 65,978 | $12.3M | 0.32% | +17,989+37.5% | Added |
| Huntington National Bank | 65,767 | $12.3M | 0.07% | −20,104−23.4% | Reduced |
| Adams Diversified Equity Fund, Inc. | 65,700 | $12.3M | 0.43% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 65,047 | $12.1M | 0.23% | +26,882+70.4% | Added |
| Barlow Wealth Partners, Inc. | 66,620 | $12.1M | 1.35% | +66,620 | New |
| Norinchukin Bank, The | 64,880 | $12.1M | 0.14% | −2,030−3.0% | Reduced |
| Shelton Capital Management | 64,743 | $12.1M | 0.26% | +8,544+15.2% | Added |
| Trajan Wealth LLC | 64,497 | $12.0M | 0.51% | +430+0.7% | Added |
| Los Angeles Capital Management LLC | 64,477 | $12.0M | 0.05% | +7,327+12.8% | Added |
| Boothbay Fund Management, LLC | 64,409 | $12.0M | 0.28% | −1,060−1.6% | Reduced |
| BNP Paribas | 61,910 | $11.9M | 0.38% | −88,987−59.0% | Reduced |
| McRae Capital Management Inc | 63,442 | $11.8M | 2.46% | +1,590+2.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 63,093 | $11.8M | 0.22% | +63,093 | New |
| Bulltick Wealth Management, LLC | 62,977 | $11.8M | 2.60% | +20,483+48.2% | Added |
| Strategic Wealth Designers | 62,506 | $11.7M | 1.48% | +5,432+9.5% | Added |
| MMBG Investment Advisors Co. | 61,381 | $11.5M | 1.05% | −12,335−16.7% | Reduced |
| Groupe la Francaise | 61,465 | $11.4M | 0.16% | −290,301−82.5% | Reduced |
| Avanza Fonder AB | 60,668 | $11.3M | 0.31% | −476−0.8% | Reduced |
| Kingsview Wealth Management, LLC | 60,281 | $11.3M | 0.15% | +9,041+17.6% | Added |
| Middleton & Co Inc | 60,216 | $11.2M | 1.28% | −643−1.1% | Reduced |
| Parallel Advisors, LLC | 60,147 | $11.2M | 0.20% | −5,316−8.1% | Reduced |
| Evergreen Capital Management LLC | 59,975 | $11.2M | 0.24% | +20,522+52.0% | Added |
| Mill Capital Management, LLC | 59,943 | $11.2M | 0.85% | −98−0.2% | Reduced |