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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 21,004 | $3.92M | 0.09% | +1,257+6.4% | Added |
| Simmons Bank | 20,958 | $3.91M | 0.26% | −16,373−43.9% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 20,850 | $3.89M | 1.61% | +3,360+19.2% | Added |
| RD Finance Ltd | 20,845 | $3.89M | 4.41% | +8,200+64.8% | Added |
| Alps Advisors Inc | 20,783 | $3.88M | 0.02% | +1,243+6.4% | Added |
| Global X Japan Co., Ltd. | 20,589 | $3.84M | 0.20% | +879+4.5% | Added |
| First Financial Bank - Trust Division | 20,541 | $3.83M | 0.31% | +530+2.6% | Added |
| Valeo Financial Advisors, LLC | 20,461 | $3.82M | 0.09% | −10,502−33.9% | Reduced |
| Charter Trust Co | 20,380 | $3.80M | 0.22% | +7,221+54.9% | Added |
| Linden Thomas Advisory Services, LLC | 20,241 | $3.78M | 0.36% | −1,130−5.3% | Reduced |
| Acumen Wealth Advisors, LLC | 20,230 | $3.78M | 1.02% | −2,017−9.1% | Reduced |
| Parus Finance (UK) Ltd | 20,189 | $3.77M | 1.13% | +66+0.3% | Added |
| Checchi Capital Advisers, LLC | 20,156 | $3.76M | 0.26% | +6,000+42.4% | Added |
| RB Capital Management, LLC | 20,149 | $3.76M | 0.80% | −669−3.2% | Reduced |
| Alight Capital Management LP | 20,000 | $3.73M | 1.09% | −29,500−59.6% | Reduced |
| Northstar Asset Management Inc | 19,941 | $3.72M | 1.14% | −11,143−35.8% | Reduced |
| Consolidated Investment Group LLC | 19,915 | $3.72M | 0.40% | +590+3.1% | Added |
| Clear Harbor Asset Management, LLC | 19,896 | $3.71M | 0.26% | +11,415+134.6% | Added |
| Beacon Investment Advisory Services, Inc. | 19,819 | $3.70M | 0.15% | −545−2.7% | Reduced |
| Petredis Investment Advisors LLC | 19,668 | $3.67M | 0.30% | −65−0.3% | Reduced |
| Ascent Group, LLC | 19,618 | $3.66M | 0.13% | −2,758−12.3% | Reduced |
| Golden State Equity Partners | 19,518 | $3.64M | 0.28% | −1,167−5.6% | Reduced |
| Maia Wealth LLC | 19,444 | $3.63M | 0.61% | +3,838+24.6% | Added |
| Naples Global Advisors, LLC | 19,415 | $3.62M | 0.26% | −859−4.2% | Reduced |
| Dynamic Advisor Solutions LLC | 19,394 | $3.62M | 0.11% | +2,039+11.7% | Added |
| Correct Capital Wealth Management | 19,358 | $3.61M | 0.67% | +4,969+34.5% | Added |
| Iowa State Bank | 19,332 | $3.61M | 0.66% | +1,141+6.3% | Added |
| Sawyer & Company, Inc | 19,177 | $3.58M | 1.38% | −99−0.5% | Reduced |
| Savant Capital, LLC | 19,176 | $3.58M | 0.02% | +5,075+36.0% | Added |
| Gibbs Wealth Management | 19,112 | $3.57M | 0.47% | +13,636+249.0% | Added |
| Atlantic Union Bankshares Corp | 19,082 | $3.56M | 0.07% | −21,822−53.3% | Reduced |
| Selective Wealth Management, Inc. | 19,634 | $3.56M | 1.05% | −1,575−7.4% | Reduced |
| Geneos Wealth Management Inc. | 18,958 | $3.54M | 0.08% | +691+3.8% | Added |
| Fifth Third Wealth Advisors LLC | 18,876 | $3.52M | 0.12% | +1,587+9.2% | Added |
| Whalerock Point Partners, LLC | 18,875 | $3.52M | 0.68% | +325+1.8% | Added |
| RMB Capital Management, LLC | 18,872 | $3.52M | 0.06% | −155,305−89.2% | Reduced |
| AlTi Global, Inc. | 18,832 | $3.52M | 0.08% | −205−1.1% | Reduced |
| Marion Wealth Management | 18,600 | $3.47M | 0.77% | +4,540+32.3% | Added |
| SBI Securities Co., Ltd. | 18,529 | $3.46M | 0.10% | −645−3.4% | Reduced |
| Courier Capital LLC | 18,517 | $3.46M | 0.19% | +5,931+47.1% | Added |
| Roberts Wealth Advisors, LLC | 18,400 | $3.43M | 0.87% | +619+3.5% | Added |
| Huntleigh Advisors, Inc. | 18,353 | $3.43M | 0.59% | +18,353 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,236 | $3.40M | 0.10% | +1,995+12.3% | Added |
| Ballentine Partners, LLC | 18,169 | $3.39M | 0.05% | −2,824−13.5% | Reduced |
| Hohimer Wealth Management, LLC | 18,136 | $3.39M | 0.41% | +12,045+197.8% | Added |
| Vickerman Investment Advisors, Inc. | 18,032 | $3.37M | 0.71% | −70−0.4% | Reduced |
| Adviser Investments LLC | 18,021 | $3.36M | 0.04% | −30,952−63.2% | Reduced |
| Essex Investment Management Co LLC | 17,854 | $3.33M | 0.53% | −1,226−6.4% | Reduced |
| Milestone Asset Management, LLC | 17,831 | $3.33M | 0.61% | +15,082+548.6% | Added |
| Tema ETFs LLC | 17,750 | $3.31M | 0.22% | +91+0.5% | Added |
| Sherman Porfolios, LLC | 17,677 | $3.30M | 0.25% | +17,677 | New |
| Arlington Financial Advisors, LLC | 17,600 | $3.29M | 0.47% | +1,664+10.4% | Added |
| Element Capital Management LLC | 17,500 | $3.27M | 1.28% | +17,500 | New |
| Evolve Private Wealth, LLC | 17,490 | $3.26M | 0.17% | −1,296−6.9% | Reduced |
| Woodmont Investment Counsel LLC | 17,448 | $3.26M | 0.20% | +2,918+20.1% | Added |
| Arrow Financial Corp | 17,398 | $3.25M | 0.33% | +1,852+11.9% | Added |
| Collar Capital Management, LLC | 17,388 | $3.25M | 2.10% | +3,022+21.0% | Added |
| Sigma Planning Corp | 17,374 | $3.24M | 0.09% | −6,346−26.8% | Reduced |
| Glassy Mountain Advisors, Inc. | 17,355 | $3.24M | 1.01% | +1,699+10.9% | Added |
| Gateway Investment Advisers LLC | 17,308 | $3.23M | 0.04% | −37,571−68.5% | Reduced |
| Portside Wealth Group, LLC | 17,299 | $3.23M | 0.44% | +4,902+39.5% | Added |
| RNC Capital Management LLC | 17,171 | $3.21M | 0.14% | +6,097+55.1% | Added |
| Capstone Investment Advisors, LLC | 17,149 | $3.20M | 0.03% | +7,679+81.1% | Added |
| Hixon Zuercher, LLC | 17,054 | $3.18M | 0.99% | +2,332+15.8% | Added |
| Sepio Capital, LP | 17,028 | $3.18M | 0.17% | +1,091+6.8% | Added |
| Inspire Trust Co, N.A. | 17,021 | $3.18M | 0.49% | +80.0% | Added |
| Sagespring Wealth Partners, LLC | 16,993 | $3.17M | 0.06% | +128+0.8% | Added |
| Kepler Cheuvreux (Suisse) SA | 16,992 | $3.17M | 0.21% | +12,568+284.1% | Added |
| Jackson Hole Capital Partners, LLC | 16,992 | $3.17M | 0.53% | +1,710+11.2% | Added |
| Peloton Wealth Strategists | 16,978 | $3.17M | 1.28% | −5,550−24.6% | Reduced |
| Modus Advisors, LLC | 16,974 | $3.17M | 0.87% | +1,421+9.1% | Added |
| Phoenix Holdings Ltd. | 16,943 | $3.16M | 0.03% | −17,986−51.5% | Reduced |
| Institute for Wealth Management, LLC. | 16,861 | $3.15M | 0.34% | +7,212+74.7% | Added |
| Quantitative Investment Management, LLC | 16,754 | $3.13M | 0.32% | −3,520−17.4% | Reduced |
| Bradley Foster & Sargent Inc | 16,592 | $3.10M | 0.05% | −22,986−58.1% | Reduced |
| Optas, LLC | 16,582 | $3.10M | 0.47% | −652−3.8% | Reduced |
| West Michigan Advisors, LLC | 16,527 | $3.09M | 0.68% | +1,925+13.2% | Added |
| NBT Bank N A | 16,527 | $3.09M | 0.20% | +1,532+10.2% | Added |
| Graphene Investments SAS | 16,500 | $3.08M | 2.07% | +3,800+29.9% | Added |
| Boston Partners | 16,490 | $3.08M | 0.00% | +209+1.3% | Added |
| Pine Valley Investments Ltd Liability Co | 16,460 | $3.07M | 0.15% | +10,854+193.6% | Added |
| Miracle Mile Advisors, LLC | 16,453 | $3.07M | 0.04% | +1,542+10.3% | Added |
| Wedmont Private Capital | 17,402 | $3.07M | 0.10% | −1,560−8.2% | Reduced |
| Mubadala Investment Co PJSC | 16,425 | $3.07M | 0.01% | +16,425 | New |
| Azzad Asset Management Inc | 16,393 | $3.06M | 0.31% | −69−0.4% | Reduced |
| Ritholtz Wealth Management | 16,294 | $3.04M | 0.05% | +1,939+13.5% | Added |
| Capital Group Investment Management Pte. Ltd. | 16,291 | $3.04M | 0.52% | −11,075−40.5% | Reduced |
| Canandaigua National Corp | 16,253 | $3.03M | 0.27% | +16,253 | New |
| Investment Research & Advisory Group, Inc. | 16,208 | $3.03M | 1.07% | −143−0.9% | Reduced |
| First Citizens Bank & Trust Co | 16,145 | $3.01M | 0.06% | +12,597+355.0% | Added |
| TCW Group Inc | 16,121 | $3.01M | 0.02% | −560,653−97.2% | Reduced |
| Smartleaf Asset Management LLC | 16,232 | $3.00M | 0.11% | −565−3.4% | Reduced |
| Mandatum Life Insurance Co Ltd | 16,088 | $3.00M | 0.68% | +16,088 | New |
| Smith, Salley & Associates | 16,001 | $2.99M | 0.15% | +1,566+10.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $2.99M | 0.91% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 15,938 | $2.98M | 0.88% | +2,068+14.9% | Added |
| Equitable Trust Co | 15,880 | $2.96M | 0.14% | −31,148−66.2% | Reduced |
| Meeder Advisory Services, Inc. | 15,850 | $2.96M | 0.12% | +40+0.3% | Added |
| Ossiam | 15,806 | $2.95M | 0.05% | +1,406+9.8% | Added |
| Bank Hapoalim BM | 15,759 | $2.94M | 0.45% | −1,743−10.0% | Reduced |