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 |
|---|---|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 28,429 | $5.31M | 0.23% | +17,442+158.8% | Added |
| J. L. Bainbridge & Co., Inc. | 28,349 | $5.29M | 0.48% | −3,646−11.4% | Reduced |
| Callan Family Office, LLC | 28,060 | $5.24M | 0.12% | −4,040−12.6% | Reduced |
| Vision Capital Management, Inc. | 27,995 | $5.23M | 0.66% | +3,779+15.6% | Added |
| VGI Partners Ltd | 27,995 | $5.23M | 0.28% | +681+2.5% | Added |
| Stratos Wealth Partners, LTD. | 27,912 | $5.21M | 0.06% | −4,737−14.5% | Reduced |
| Moran Wealth Management, LLC | 27,788 | $5.19M | 0.16% | −10,009−26.5% | Reduced |
| Meridian Wealth Management, LLC | 27,776 | $5.19M | 0.18% | +4,667+20.2% | Added |
| FourThought Financial Partners, LLC | 27,414 | $5.12M | 0.44% | +5,789+26.8% | Added |
| 1248 Management, LLC | 27,404 | $5.12M | 2.37% | +223+0.8% | Added |
| Park Avenue Securities LLC | 27,317 | $5.10M | 0.04% | −4,308−13.6% | Reduced |
| Knollwood Investment Advisory, LLC | 27,312 | $5.10M | 0.51% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 27,140 | $5.07M | 0.29% | −681−2.4% | Reduced |
| Busey Wealth Management | 27,135 | $5.07M | 0.14% | +25,628+1,700.6% | Added |
| Sand Hill Global Advisors, LLC | 27,087 | $5.06M | 0.17% | −2,482−8.4% | Reduced |
| North Dakota State Investment Board | 27,054 | $5.05M | 0.22% | −4,946−15.5% | Reduced |
| SFMG, LLC | 27,040 | $5.05M | 0.35% | +768+2.9% | Added |
| Cohen Klingenstein LLC | 27,020 | $5.04M | 0.16% | 00.0% | Unchanged |
| American Financial Group Inc | 27,000 | $5.04M | 1.87% | +27,000 | New |
| Trifecta Capital Advisors, LLC | 26,861 | $5.01M | 0.78% | −272−1.0% | Reduced |
| Allen Investment Management LLC | 26,653 | $4.98M | 0.06% | +10,000+60.0% | Added |
| Third View Private Wealth, LLC | 26,652 | $4.98M | 0.68% | +1,562+6.2% | Added |
| RBA Wealth Management, LLC | 26,601 | $4.97M | 1.79% | +8,928+50.5% | Added |
| LGT Group Foundation | 26,391 | $4.93M | 0.06% | −26,976−50.5% | Reduced |
| Hudson Capital Management LLC | 26,368 | $4.92M | 1.27% | +6,643+33.7% | Added |
| Vestcor Inc | 26,127 | $4.88M | 0.13% | +7,431+39.7% | Added |
| RSM US Wealth Management LLC | 26,077 | $4.87M | 0.06% | −1,656−6.0% | Reduced |
| Deane Retirement Strategies, Inc. | 26,075 | $4.87M | 1.96% | −191−0.7% | Reduced |
| Plimoth Trust Co LLC | 25,956 | $4.85M | 1.08% | +2,697+11.6% | Added |
| MUFG Securities Americas Inc. | 25,927 | $4.84M | 0.31% | +280+1.1% | Added |
| GeoWealth Management, LLC | 25,914 | $4.84M | 0.17% | +5,439+26.6% | Added |
| Bryn Mawr Trust Co | 25,839 | $4.82M | 0.11% | −4,316−14.3% | Reduced |
| St Germain D J Co Inc | 25,768 | $4.81M | 0.19% | −181−0.7% | Reduced |
| E Fund Management Co., Ltd. | 25,743 | $4.81M | 0.14% | +25,743 | New |
| Morningstar Investment Management LLC | 25,679 | $4.79M | 0.30% | −1,244−4.6% | Reduced |
| Revisor Wealth Management LLC | 25,631 | $4.78M | 1.32% | +22+0.1% | Added |
| Nomura Holdings Inc | 25,505 | $4.76M | 0.04% | +1,619+6.8% | Added |
| Securian Asset Management, Inc | 25,419 | $4.74M | 0.19% | −468−1.8% | Reduced |
| Worm Capital, LLC | 25,356 | $4.73M | 3.63% | +25,356 | New |
| Mount Yale Investment Advisors, LLC | 25,285 | $4.72M | 0.11% | +13,216+109.5% | Added |
| Red Door Wealth Management, LLC | 25,259 | $4.72M | 0.49% | −358−1.4% | Reduced |
| Whittier Trust Co | 25,480 | $4.71M | 0.05% | −4,433−14.8% | Reduced |
| Delta Global Management LP | 25,115 | $4.69M | 0.38% | +25,115 | New |
| Cohen Capital Management, Inc. | 24,975 | $4.66M | 0.72% | −428−1.7% | Reduced |
| Pegasus Asset Management, Inc. | 24,956 | $4.66M | 1.49% | +7,446+42.5% | Added |
| Squarepoint Ops LLC | 24,908 | $4.65M | 0.01% | −203,701−89.1% | Reduced |
| PEAK6 LLC | 24,889 | $4.65M | 0.13% | −182,143−88.0% | Reduced |
| Goodman Financial Corp | 24,855 | $4.64M | 0.80% | −28,543−53.5% | Reduced |
| Spinnaker Trust | 24,853 | $4.64M | 0.26% | +272+1.1% | Added |
| Quadrant Private Wealth Management, LLC | 24,840 | $4.64M | 0.72% | +672+2.8% | Added |
| Evercore Wealth Management, LLC | 24,703 | $4.61M | 0.07% | −196−0.8% | Reduced |
| Pioneer Trust Bank N A | 24,644 | $4.60M | 1.12% | −190−0.8% | Reduced |
| MidFirst Bank | 24,573 | $4.59M | 0.38% | +55+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 24,571 | $4.59M | 0.31% | 00.0% | Unchanged |
| Torrey Growth & Income Advisors | 24,440 | $4.56M | 1.92% | +7,900+47.8% | Added |
| Eastover Investment Advisors LLC | 24,440 | $4.56M | 1.95% | +1,312+5.7% | Added |
| Adell Harriman & Carpenter Inc | 24,414 | $4.56M | 0.28% | −9,510−28.0% | Reduced |
| Van Strum & Towne Inc. | 24,390 | $4.55M | 1.33% | +30+0.1% | Added |
| First Interstate Bank | 24,279 | $4.53M | 0.25% | +9,013+59.0% | Added |
| V-Square Quantitative Management LLC | 24,254 | $4.53M | 0.48% | +650+2.8% | Added |
| Davenport & Co LLC | 24,220 | $4.52M | 0.03% | −7,299−23.2% | Reduced |
| Conning Inc. | 24,208 | $4.52M | 0.15% | +4,231+21.2% | Added |
| Lee Danner & Bass Inc | 24,165 | $4.51M | 0.28% | −3,042−11.2% | Reduced |
| Evelyn Partners Investment Management LLP | 24,115 | $4.50M | 0.12% | −1,056−4.2% | Reduced |
| Empire Financial Management Company, LLC | 23,825 | $4.45M | 1.01% | +23,825 | New |
| Meridian Management Co | 23,428 | $4.37M | 1.09% | −63−0.3% | Reduced |
| Modera Wealth Management, LLC | 23,419 | $4.37M | 0.05% | −2,687−10.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,331 | $4.36M | 0.10% | −4,580−16.4% | Reduced |
| LMR Partners LLP | 23,293 | $4.35M | 0.04% | −25,507−52.3% | Reduced |
| SP Asset Management LLC | 23,272 | $4.34M | 0.38% | −553−2.3% | Reduced |
| Callahan Advisors, LLC | 23,013 | $4.30M | 0.36% | −13,624−37.2% | Reduced |
| Jericho Financial, LLP | 22,943 | $4.28M | 2.70% | +4,288+23.0% | Added |
| Clark Capital Management Group, Inc. | 22,934 | $4.28M | 0.03% | −207,973−90.1% | Reduced |
| Wahed Invest LLC | 22,895 | $4.27M | 0.55% | −1,691−6.9% | Reduced |
| Webster Bank, N. A. | 22,885 | $4.27M | 0.40% | −925−3.9% | Reduced |
| Independent Advisor Alliance | 22,857 | $4.27M | 0.05% | −12,635−35.6% | Reduced |
| DV Trading LLC | 22,840 | $4.26M | 0.39% | +15,906+229.4% | Added |
| Vestmark Advisory Solutions, Inc. | 22,764 | $4.25M | 0.05% | −10,875−32.3% | Reduced |
| Ironwood Investment Counsel, LLC | 22,727 | $4.24M | 0.61% | +17,919+372.7% | Added |
| Legacy Trust | 22,655 | $4.23M | 0.81% | +20,971+1,245.3% | Added |
| Steel Peak Wealth Management LLC | 22,436 | $4.19M | 0.13% | +15,340+216.2% | Added |
| Blue Sparrow, LLC | 22,300 | $4.16M | 0.07% | −48,900−68.7% | Reduced |
| Everence Capital Management Inc | 22,198 | $4.14M | 0.25% | −3,251−12.8% | Reduced |
| Johnson Investment Counsel Inc | 22,179 | $4.14M | 0.03% | −1,422−6.0% | Reduced |
| M. Kulyk & Associates, LLC | 22,008 | $4.11M | 0.77% | +1,064+5.1% | Added |
| Ruffer LLP | 21,898 | $4.10M | 0.17% | +21,898 | New |
| Citizens Financial Group Inc | 21,954 | $4.10M | 0.06% | −3,439−13.5% | Reduced |
| ADAPT Investment Managers SA | 21,953 | $4.10M | 1.39% | +21,953 | New |
| Cary Street Partners Financial LLC | 21,809 | $4.07M | 0.10% | −474−2.1% | Reduced |
| Intesa Sanpaolo Wealth Management | 21,732 | $4.06M | 0.99% | +466+2.2% | Added |
| Encore Global Management, LP | 21,620 | $4.04M | 2.82% | +21,620 | New |
| Ceera Investments, LLC | 21,573 | $4.03M | 1.77% | +1,058+5.2% | Added |
| McMillan Office, Inc. | 21,456 | $4.01M | 0.51% | +260+1.2% | Added |
| Conscious Wealth Investments, LLC | 22,472 | $3.99M | 2.22% | +2,438+12.2% | Added |
| Central Trust Co | 21,321 | $3.98M | 0.08% | −3,139−12.8% | Reduced |
| Wedbush Securities Inc | 21,290 | $3.97M | 0.12% | −2,152−9.2% | Reduced |
| Signaturefd, LLC | 21,281 | $3.97M | 0.06% | −187−0.9% | Reduced |
| Peapack Gladstone Financial Corp | 21,243 | $3.97M | 0.05% | +5,651+36.2% | Added |
| Nikko Asset Management Americas, Inc. | 21,165 | $3.95M | 0.06% | −30,939−59.4% | Reduced |
| Marathon Wealth Advisors LLC | 21,007 | $3.92M | 1.61% | +1,247+6.3% | Added |