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 |
|---|---|---|---|---|---|
| Rosenblum Silverman Sutton S F Inc | 40,055 | $7.48M | 1.96% | −929−2.3% | Reduced |
| Principal Securities, Inc. | 39,907 | $7.45M | 0.11% | −1,643−4.0% | Reduced |
| Tocqueville Asset Management L.P. | 39,824 | $7.43M | 0.11% | −12,912−24.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 39,490 | $7.37M | 0.21% | −696−1.7% | Reduced |
| D.A. Davidson & Co. | 39,088 | $7.30M | 0.04% | −18,653−32.3% | Reduced |
| Easterly Investment Partners LLC | 39,134 | $7.30M | 0.56% | +39,134 | New |
| ABN AMRO Bank N.V. | 38,661 | $7.27M | 0.08% | +2,167+5.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 38,780 | $7.24M | 0.04% | −5,666−12.7% | Reduced |
| Moors & Cabot, Inc. | 38,752 | $7.23M | 0.31% | +1,019+2.7% | Added |
| Advisors Asset Management, Inc. | 38,740 | $7.23M | 0.12% | +4,352+12.7% | Added |
| Integrated Wealth Concepts LLC | 38,729 | $7.23M | 0.06% | +21,250+121.6% | Added |
| Pinnacle Associates Ltd | 38,658 | $7.22M | 0.09% | +2,911+8.1% | Added |
| Blue Zone Wealth Advisors, LLC | 38,542 | $7.19M | 1.46% | +195+0.5% | Added |
| Schonfeld Strategic Advisors LLC | 38,329 | $7.15M | 0.06% | −112,317−74.6% | Reduced |
| Quilter Plc | 38,148 | $7.12M | 0.13% | −3,107−7.5% | Reduced |
| Brighton Jones LLC | 38,129 | $7.12M | 0.16% | +38,129 | New |
| Montaka Global Pty Ltd | 38,089 | $7.11M | 4.25% | −6,662−14.9% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 38,040 | $7.10M | 0.32% | +178+0.5% | Added |
| Groupama Asset Managment | 37,872 | $7.07M | 0.10% | −1,527−3.9% | Reduced |
| Perigon Wealth Management, LLC | 37,804 | $7.06M | 0.13% | −9,490−20.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 37,776 | $7.05M | 0.49% | +24,117+176.6% | Added |
| iA Global Asset Management Inc. | 37,775 | $7.05M | 0.10% | +29,594+361.7% | Added |
| Massmutual Trust Co FSB | 37,490 | $7.00M | 0.19% | +657+1.8% | Added |
| 71 West Capital Partners | 37,418 | $6.98M | 0.31% | +4,472+13.6% | Added |
| Plato Investment Management Ltd | 37,384 | $6.98M | 0.47% | +1,635+4.6% | Added |
| HB Wealth Management, LLC | 37,359 | $6.97M | 0.05% | −1,857−4.7% | Reduced |
| Bessemer Group Inc | 37,160 | $6.94M | 0.01% | +2,128+6.1% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 36,743 | $6.86M | 0.68% | +8,828+31.6% | Added |
| Advisory Services Network, LLC | 36,368 | $6.79M | 0.09% | −4,916−11.9% | Reduced |
| Daymark Wealth Partners, LLC | 36,000 | $6.72M | 0.21% | +1,427+4.1% | Added |
| Stamos Capital Partners, L.P. | 35,803 | $6.68M | 1.04% | +16,069+81.4% | Added |
| Wealthspire Advisors, LLC | 35,801 | $6.68M | 0.05% | −5,183−12.6% | Reduced |
| Advisory Resource Group | 35,560 | $6.64M | 1.14% | +35,560 | New |
| Harbor Capital Advisors, Inc. | 35,444 | $6.62M | 0.54% | +14,469+69.0% | Added |
| Quadrant Capital Group LLC | 35,392 | $6.61M | 0.20% | +20,087+131.2% | Added |
| Wesbanco Bank Inc | 35,297 | $6.59M | 0.18% | −63,635−64.3% | Reduced |
| Marietta Wealth Management, LLC | 35,073 | $6.55M | 0.78% | +5,832+19.9% | Added |
| Bank of Nova Scotia Trust Co | 34,991 | $6.53M | 0.56% | +388+1.1% | Added |
| Saudi Central Bank | 34,586 | $6.46M | 0.14% | +34,586 | New |
| Everest Financial Group LLC | 34,532 | $6.44M | 1.06% | +1,282+3.9% | Added |
| MASTERINVEST Kapitalanlage GmbH | 34,330 | $6.41M | 0.67% | −1,988−5.5% | Reduced |
| Fiduciary Trust Co | 34,252 | $6.39M | 0.08% | −8,981−20.8% | Reduced |
| Brown Brothers Harriman & Co | 33,995 | $6.35M | 0.03% | +5,501+19.3% | Added |
| Snowden Capital Advisors LLC | 33,860 | $6.32M | 0.17% | +5,276+18.5% | Added |
| Amica Mutual Insurance Co | 33,727 | $6.30M | 0.54% | −4,425−11.6% | Reduced |
| Venture Visionary Partners LLC | 33,544 | $6.26M | 0.21% | +12,514+59.5% | Added |
| Hamilton Point Investment Advisors, LLC | 33,471 | $6.25M | 0.96% | +63+0.2% | Added |
| Argent Trust Co | 33,223 | $6.20M | 0.21% | +1,956+6.3% | Added |
| Timber Creek Capital Management LLC | 33,168 | $6.19M | 1.50% | +14,071+73.7% | Added |
| Dillon & Associates Inc | 33,091 | $6.19M | 0.85% | +1,142+3.6% | Added |
| Summit Financial, LLC | 33,110 | $6.18M | 0.08% | +14,940+82.2% | Added |
| River Wealth Advisors LLC | 32,804 | $6.12M | 0.70% | −417−1.3% | Reduced |
| We Are One Seven, LLC | 32,745 | $6.11M | 0.12% | −4,441−11.9% | Reduced |
| Maxi Investments CY Ltd | 32,710 | $6.11M | 1.33% | −14,300−30.4% | Reduced |
| Harber Asset Management LLC | 32,668 | $6.10M | 3.90% | +32,668 | New |
| Guinness Atkinson Asset Management Inc | 32,504 | $6.07M | 3.03% | +6,669+25.8% | Added |
| Ally Financial Inc. | 32,500 | $6.07M | 0.75% | 00.0% | Unchanged |
| Canoe Financial LP | 32,500 | $6.07M | 0.08% | +32,500 | New |
| Tower Research Capital LLC (TRC) | 32,491 | $6.07M | 0.16% | −2,008−5.8% | Reduced |
| WoodTrust Financial Corp | 32,432 | $6.05M | 0.78% | −27,222−45.6% | Reduced |
| Peak Asset Management, LLC | 32,292 | $6.03M | 1.06% | +32,292 | New |
| Stratos Wealth Advisors, LLC | 32,273 | $6.02M | 0.37% | −10,451−24.5% | Reduced |
| Empirical Finance, LLC | 32,240 | $6.02M | 0.28% | −61−0.2% | Reduced |
| Beaumont Financial Advisors, LLC | 32,050 | $5.98M | 0.41% | +30,452+1,905.6% | Added |
| Kinneret Advisory, LLC | 31,892 | $5.95M | 0.56% | −1,414−4.2% | Reduced |
| Oliver Luxxe Assets LLC | 31,633 | $5.90M | 0.88% | +31,633 | New |
| Poehling Capital Management, LLC | 31,545 | $5.89M | 1.24% | +22,133+235.2% | Added |
| IFP Advisors, Inc | 31,538 | $5.89M | 0.12% | +8,445+36.6% | Added |
| Intact Investment Management Inc. | 31,400 | $5.86M | 0.17% | +500+1.6% | Added |
| Chicago Capital, LLC | 31,354 | $5.85M | 0.16% | −3,692−10.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 31,323 | $5.85M | 1.07% | +2,412+8.3% | Added |
| CMH Wealth Management LLC | 30,912 | $5.77M | 0.99% | −6,296−16.9% | Reduced |
| Clean Yield Group | 30,792 | $5.75M | 1.62% | +5,510+21.8% | Added |
| Fortis Capital Management LLC | 30,675 | $5.73M | 0.77% | +3,010+10.9% | Added |
| Thompson Investment Management, Inc. | 30,524 | $5.70M | 0.74% | +8,182+36.6% | Added |
| KMG Fiduciary Partners, LLC | 30,470 | $5.69M | 0.42% | −19−0.1% | Reduced |
| EFG International AG | 30,475 | $5.69M | 0.12% | −7,532−19.8% | Reduced |
| WCG Wealth Advisors LLC | 30,462 | $5.69M | 0.16% | −7,442−19.6% | Reduced |
| Quattro Financial Advisors LLC | 30,088 | $5.62M | 1.70% | −4,912−14.0% | Reduced |
| Profund Advisors LLC | 30,013 | $5.60M | 0.21% | −3,264−9.8% | Reduced |
| PKO BP BANKOWY Universal Pension Society JSC | 30,000 | $5.60M | 2.62% | +30,000 | New |
| Northwestern Mutual Investment Management Company, LLC | 29,982 | $5.60M | 0.08% | −437−1.4% | Reduced |
| Keybank National Association | 29,961 | $5.59M | 0.02% | −1,045−3.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 29,917 | $5.58M | 0.72% | −1,592−5.1% | Reduced |
| Albion Financial Group | 29,914 | $5.58M | 0.36% | −7,708−20.5% | Reduced |
| Bank of Nova Scotia | 29,887 | $5.58M | 0.01% | −827,220−96.5% | Reduced |
| Hillsdale Investment Management Inc. | 29,694 | $5.54M | 0.15% | +13,990+89.1% | Added |
| Philadelphia Trust Co | 29,557 | $5.52M | 0.39% | −2,585−8.0% | Reduced |
| First Nebraska Trust Co | 29,531 | $5.51M | 0.51% | +1,875+6.8% | Added |
| BDF-Gestion | 29,523 | $5.51M | 0.74% | +4,595+18.4% | Added |
| NZS Capital, LLC | 29,457 | $5.50M | 0.18% | +29,457 | New |
| New Age Alpha Advisors, LLC | 29,434 | $5.49M | 0.26% | −523−1.7% | Reduced |
| Occidental Asset Management, LLC | 29,083 | $5.43M | 0.64% | +1,891+7.0% | Added |
| Banque Transatlantique SA | 29,720 | $5.41M | 0.13% | −29,678−50.0% | Reduced |
| William Blair Investment Management, LLC | 28,986 | $5.41M | 0.02% | +39+0.1% | Added |
| Skopos Labs, Inc. | 28,984 | $5.41M | 0.17% | +14,488+99.9% | Added |
| Balyasny Asset Management LLC | 28,960 | $5.41M | 0.01% | −495,293−94.5% | Reduced |
| Glenview Trust Co | 28,956 | $5.41M | 0.08% | −68,542−70.3% | Reduced |
| CAPROCK Group, Inc. | 28,668 | $5.35M | 0.13% | −3,678−11.4% | Reduced |
| Nicolet Bankshares Inc | 28,489 | $5.31M | 0.20% | +23,077+426.4% | Added |