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 |
|---|---|---|---|---|---|
| Norden Group LLC | 59,780 | $11.2M | 1.07% | +51,496+621.6% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 59,429 | $11.1M | 0.53% | +3,770+6.8% | Added |
| Lockheed Martin Investment Management Co | 59,200 | $11.1M | 0.40% | +10,900+22.6% | Added |
| Dnca Finance | 59,000 | $11.0M | 0.63% | −6,600−10.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 58,853 | $11.0M | 0.02% | −142,810−70.8% | Reduced |
| Univest Financial Corp | 58,676 | $11.0M | 0.62% | +13,200+29.0% | Added |
| Stonebridge Capital Advisors LLC | 57,683 | $10.8M | 0.75% | +988+1.7% | Added |
| Marco Investment Management LLC | 56,726 | $10.6M | 0.80% | +1,522+2.8% | Added |
| Mizuho Securities USA LLC | 56,646 | $10.6M | 0.25% | −12,672−18.3% | Reduced |
| Sava Infond d.o.o. | 56,495 | $10.5M | 1.50% | −13,270−19.0% | Reduced |
| Sit Investment Associates Inc | 56,478 | $10.5M | 0.21% | −12,083−17.6% | Reduced |
| Parthenon LLC | 56,355 | $10.5M | 1.20% | −1,450−2.5% | Reduced |
| Altrinsic Global Advisors LLC | 55,679 | $10.4M | 0.37% | +28,518+105.0% | Added |
| RPG Investment Advisory, LLC | 55,381 | $10.3M | 1.25% | +5,878+11.9% | Added |
| Quadrature Capital Ltd | 55,243 | $10.3M | 0.12% | −396,124−87.8% | Reduced |
| Atria Investments LLC | 54,897 | $10.2M | 0.11% | −11,582−17.4% | Reduced |
| Cresset Asset Management, LLC | 54,758 | $10.2M | 0.04% | −3,509−6.0% | Reduced |
| Umb Bank N A | 54,471 | $10.2M | 0.14% | −2,532−4.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 54,469 | $10.2M | 0.85% | +3,676+7.2% | Added |
| CX Institutional | 54,143 | $10.1M | 0.31% | +7,709+16.6% | Added |
| GFS Advisors, LLC | 35,225 | $10.1M | 0.71% | +33,758+2,301.2% | Added |
| Connors Investor Services Inc | 53,775 | $10.0M | 0.93% | +1,095+2.1% | Added |
| Employees Retirement System of Texas | 53,570 | $10.0M | 0.09% | +1,855+3.6% | Added |
| Hartford Investment Management Co | 53,393 | $9.97M | 0.32% | −1,586−2.9% | Reduced |
| Sendero Wealth Management, LLC | 53,307 | $9.95M | 1.10% | +18,344+52.5% | Added |
| S-Bank Fund Management Ltd | 53,129 | $9.92M | 1.48% | +10,216+23.8% | Added |
| Banque Cantonale Vaudoise | 53,080 | $9.91M | 0.37% | +13,579+34.4% | Added |
| ICICI Prudential Asset Management Co Ltd | 52,495 | $9.80M | 1.18% | +18,000+52.2% | Added |
| Clarity Financial LLC | 52,233 | $9.75M | 1.06% | +52,233 | New |
| Paragon Capital Management Ltd | 52,139 | $9.73M | 2.04% | 00.0% | Unchanged |
| Stephens Inc | 51,547 | $9.71M | 0.12% | −5,261−9.3% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 52,000 | $9.71M | 3.70% | +52,000 | New |
| Jasper Ridge Partners, L.P. | 51,894 | $9.69M | 0.22% | 00.0% | Unchanged |
| Allworth Financial LP | 51,682 | $9.65M | 0.04% | +6,981+15.6% | Added |
| Bragg Financial Advisors, Inc | 51,655 | $9.64M | 0.31% | +3,435+7.1% | Added |
| Cantor Fitzgerald, L. P. | 51,265 | $9.57M | 0.35% | +9,700+23.3% | Added |
| Foyston, Gordon, & Payne Inc | 51,132 | $9.54M | 2.20% | +4,025+8.5% | Added |
| Erste Asset Management GmbH | 51,226 | $9.53M | 0.09% | −122,177−70.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 50,428 | $9.41M | 0.11% | +3,293+7.0% | Added |
| Arkadios Wealth Advisors | 50,139 | $9.36M | 0.15% | −9,697−16.2% | Reduced |
| Mirae Asset Securities (USA) Inc. | 50,109 | $9.35M | 0.44% | −140.0% | Reduced |
| Mairs & Power Inc | 49,996 | $9.33M | 0.10% | −246,017−83.1% | Reduced |
| Oppenheimer & Co Inc | 49,992 | $9.33M | 0.11% | +355+0.7% | Added |
| Nemes Rush Group LLC | 49,818 | $9.30M | 0.89% | +9,516+23.6% | Added |
| Discovery Capital Management, LLC | 49,500 | $9.24M | 0.48% | +49,500 | New |
| Intech Investment Management LLC | 49,463 | $9.23M | 0.09% | −117,476−70.4% | Reduced |
| Oak Associates, Ltd | 49,284 | $9.20M | 0.62% | −20,226−29.1% | Reduced |
| Marks Group Wealth Management, Inc | 49,280 | $9.20M | 0.89% | +103+0.2% | Added |
| Private Advisor Group, LLC | 49,089 | $9.16M | 0.04% | −10,202−17.2% | Reduced |
| Apollon Wealth Management, LLC | 49,073 | $9.16M | 0.15% | +20,324+70.7% | Added |
| Regions Financial Corp | 48,963 | $9.14M | 0.06% | −101,189−67.4% | Reduced |
| Aptus Capital Advisors, LLC | 48,934 | $9.13M | 0.08% | −9,361−16.1% | Reduced |
| Summit Trail Advisors, LLC | 48,826 | $9.11M | 0.13% | −2,166−4.2% | Reduced |
| Kessler Investment Group, LLC | 48,385 | $9.03M | 4.27% | +48,385 | New |
| TCG Advisory Services, LLC | 48,352 | $9.03M | 0.22% | −6,685−12.1% | Reduced |
| Capital Group Private Client Services, Inc. | 48,272 | $9.01M | 0.15% | −24,202−33.4% | Reduced |
| Jain Global LLC | 48,177 | $8.99M | 0.11% | −122,530−71.8% | Reduced |
| Louisiana State Employees Retirement System | 47,800 | $8.92M | 0.16% | −800−1.6% | Reduced |
| Exencial Wealth Advisors, LLC | 47,689 | $8.90M | 0.28% | +176+0.4% | Added |
| Mountain Hill Investment Partners Corp. | 47,578 | $8.88M | 5.26% | +23,807+100.2% | Added |
| Bokf, NA | 47,522 | $8.87M | 0.14% | −2,459−4.9% | Reduced |
| Hantz Financial Services, Inc. | 47,429 | $8.85M | 0.14% | +7,810+19.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 47,082 | $8.79M | 0.02% | +47,082 | New |
| Sienna Gestion | 46,796 | $8.72M | 0.57% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 46,621 | $8.70M | 0.59% | −2,308−4.7% | Reduced |
| River Road Asset Management, LLC | 46,232 | $8.63M | 0.10% | −3,446−6.9% | Reduced |
| Westchester Capital Management, Inc. | 46,204 | $8.62M | 1.74% | +943+2.1% | Added |
| Maryland State Retirement & Pension System | 45,966 | $8.58M | 0.17% | −592−1.3% | Reduced |
| Maytus Capital Management, LLC | 45,836 | $8.56M | 1.52% | +18,836+69.8% | Added |
| Wolverine Asset Management LLC | 45,740 | $8.54M | 0.13% | +34,356+301.8% | Added |
| LGT Fund Management Co Ltd. | 45,645 | $8.52M | 0.37% | +17,373+61.4% | Added |
| Knightsbridge Asset Management, LLC | 44,476 | $8.30M | 1.12% | +43,600+4,977.2% | Added |
| Motco | 44,447 | $8.30M | 0.77% | +3,765+9.3% | Added |
| Prospera Financial Services Inc | 44,265 | $8.27M | 0.13% | −10,261−18.8% | Reduced |
| Vise Technologies, Inc. | 31,130 | $8.25M | 0.16% | 00.0% | Unchanged |
| TenCore Partners, LP | 44,108 | $8.23M | 6.40% | −9,805−18.2% | Reduced |
| New Mexico Educational Retirement Board | 44,086 | $8.23M | 0.25% | 00.0% | Unchanged |
| Jacobs & Co | 43,910 | $8.20M | 0.81% | +5,932+15.6% | Added |
| Diversify Wealth Management, LLC | 45,100 | $8.17M | 0.15% | +24,075+114.5% | Added |
| Pallas Capital Advisors LLC | 43,700 | $8.16M | 0.31% | +140+0.3% | Added |
| Union Bancaire Privee, UBP SA | 44,986 | $8.13M | 0.15% | −9,936−18.1% | Reduced |
| Jennison Associates LLC | 43,442 | $8.11M | 0.01% | +13,995+47.5% | Added |
| Farther Finance Advisors, LLC | 43,478 | $8.10M | 0.08% | +7,013+19.2% | Added |
| Chesley Taft & Associates LLC | 43,336 | $8.09M | 0.34% | +4,348+11.2% | Added |
| Caisse des Depots Et Consignations | 43,303 | $8.08M | 0.13% | −1,333−3.0% | Reduced |
| Laird Norton Trust Company, LLC | 42,820 | $7.99M | 0.17% | −2,495−5.5% | Reduced |
| Louisbourg Investments Inc. | 54,137 | $7.99M | 1.51% | +14,939+38.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 42,744 | $7.98M | 0.30% | −10,006−19.0% | Reduced |
| Baker Avenue Asset Management, LP | 42,422 | $7.92M | 0.18% | −32,191−43.1% | Reduced |
| CMT Capital Markets Trading GmbH | 42,383 | $7.91M | 3.64% | +40,850+2,664.7% | Added |
| Positano Wealth Management Ltd | 42,146 | $7.87M | 5.82% | +29,546+234.5% | Added |
| Riverview Capital Advisers, LLC | 42,067 | $7.85M | 2.62% | +42,067 | New |
| Concurrent Investment Advisors, LLC | 67,317 | $7.74M | 0.08% | −7,939−10.5% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 41,442 | $7.74M | 0.19% | +40,092+2,969.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 40,959 | $7.65M | 0.42% | +6,289+18.1% | Added |
| Level Four Advisory Services, LLC | 40,880 | $7.63M | 0.25% | +4,715+13.0% | Added |
| Bleakley Financial Group, LLC | 40,801 | $7.62M | 0.12% | +4,270+11.7% | Added |
| MAI Capital Management | 40,598 | $7.58M | 0.04% | +5,442+15.5% | Added |
| Stevens Capital Management LP | 40,413 | $7.54M | 1.16% | +25,228+166.1% | Added |
| Harvey Capital Management Inc | 40,209 | $7.51M | 1.71% | +8,720+27.7% | Added |