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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.

Q3 2025 vs. Q2 2025

How the institutions holding Salesforce, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of CRM: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders2,959552,815−89
Shares771.0M11.3M758.3M−1.34M (−0.2%)
Value$210.0B$3.08B$179.8B−$27.1B (−13.1%)

55 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (205)

Institutions that held Salesforce, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 205 by value.

Institutions new to CRM in Q3 2025
InstitutionSharesValue% of portfolio
Hotchkis & Wiley Capital Management LLC2,045,787$484.9M1.50%
Generation Investment Management LLP1,819,228$431.2M2.86%
Mirae Asset Global ETFs Holdings Ltd.837,015$198.7M0.32%
AXA Investment Managers S.A.719,005$170.4M0.46%
Mondrian Investment Partners LTD544,196$129.0M2.15%
Susquehanna Advisors Group, Inc.420,000$99.5M3.07%
Credit Agricole S A378,546$89.7M0.30%
Stack Financial Management, Inc221,154$52.4M4.35%
Meridiem Capital Partners LP195,823$46.4M3.20%
Value Partners Investments Inc.189,059$44.8M3.66%
Susquehanna Fundamental Investments, LLC188,091$44.6M1.74%
Goldentree Asset Management LP168,186$39.8M3.29%
Candlestick Capital Management LP164,523$39.0M1.51%
Zurich Insurance Group Ltd162,614$38.5M0.28%
Freestone Grove Partners LP160,251$38.0M0.28%
Formuepleje A/S147,364$34.9M1.97%
IMC-Chicago, LLC144,140$34.2M0.61%
Clear Street Group Inc.143,115$33.9M0.17%
CIBC Bancorp USA Inc.131,895$31.3M0.19%
Optiver Holding B.V.128,950$30.6M0.50%
Suvretta Capital Management, LLC125,250$29.7M0.90%
Tudor Investment Corp Et Al118,840$28.2M0.18%
Dundas Partners LLP85,152$20.2M1.42%
Hallmark Capital Management Inc81,049$19.2M1.27%
Simplex Trading, LLC69,505$16.5M0.36%
CAPROCK Group, Inc.42,976$11.0M0.27%
Morningstar Investment Management LLC41,394$9.81M0.36%
Hamilton Point Investment Advisors, LLC33,390$7.93M1.24%
Trivest Advisors Ltd30,000$7.11M0.23%
Munich Reinsurance Co Stock Corp in Munich29,505$6.99M0.18%
Zuckerman Investment Group, LLC28,015$6.64M0.61%
VGI Partners Ltd27,430$6.50M0.47%
Gibraltar Capital Management, Inc.27,255$6.46M1.16%
Parallax Volatility Advisers, L.P.26,163$6.20M0.18%
Mountain Hill Investment Partners Corp.23,771$5.63M4.94%
Torrey Growth & Income Advisors20,559$4.87M1.43%
Rakuten Investment Management, Inc.17,290$4.69M0.02%
Sanders Morris Harris LLC9,061$4.64M0.61%
Deane Retirement Strategies, Inc.19,518$4.63M1.99%
Quinn Opportunity Partners LLC19,000$4.50M0.33%
Tema ETFs LLC17,711$4.20M0.35%
Foyston, Gordon, & Payne Inc17,418$4.13M0.90%
Concord Investment Counsel Inc.17,370$4.12M1.31%
LMR Partners LLP17,034$4.04M0.05%
Mubadala Investment Co PJSC14,947$3.54M0.02%
Corvex Management LP14,500$3.44M0.12%
HAP Trading, LLC14,305$3.39M0.93%
Collar Capital Management, LLC14,161$3.36M2.36%
Volterra Technologies LP13,495$3.20M2.12%
B&D White Capital Company, LLC12,950$3.07M0.39%
First Horizon Corp12,797$3.03M0.14%
Krilogy Financial LLC11,652$2.94M0.11%
Winton Group Ltd11,396$2.70M0.10%
RV Capital GmbH10,980$2.60M0.48%
Quantitative Investment Management, LLC10,951$2.60M0.36%
Edgestream Partners, L.P.10,877$2.58M0.08%
Shorepoint Capital Partners LLC10,523$2.49M0.50%
Fieldview Capital Management, LLC10,188$2.41M0.39%
SFE Investment Counsel9,523$2.26M0.36%
Sofos Investments, Inc.9,308$2.21M0.44%
Portfolio Design Labs, LLC8,720$2.07M0.35%
Greenup Street Wealth Management LLC7,097$1.68M0.26%
Exit Wealth Advisors, LLC.7,069$1.68M1.12%
Grant Private Wealth Management Inc6,151$1.46M0.90%
Ardsley Advisory Partners LP6,000$1.42M0.22%
Prelude Capital Management, LLC5,860$1.39M0.11%
Kepler Cheuvreux (Suisse) SA5,402$1.28M0.07%
Redwood Investment Management, LLC5,319$1.26M0.14%
Tred Avon Family Wealth, LLC5,232$1.24M0.43%
Terra Alpha Investments LLC5,219$1.24M1.26%
New Century Financial Group, LLC5,069$1.20M2.14%
Virtue Asset Management LLC5,035$1.19M0.98%
Kamunting Street Capital Management, L.P.5,000$1.19M0.88%
Montecito Bank & Trust4,761$1.13M0.18%
Prana Capital Management, LP4,494$1.07M0.04%
Two Sigma Securities, LLC4,463$1.06M0.16%
Shum Financial Group, Inc.4,188$992.6K0.74%
Capital Markets Trading UK LLP4,129$979.0K1.00%
Benchmark Investment Advisors LLC3,893$932.1K0.54%
Limestone Investment Advisors LP3,804$901.5K0.41%
Mattern Capital Management, LLC3,734$885.0K0.10%
Versor Investments LP3,501$829.7K0.15%
Axq Capital, LP3,486$826.2K0.32%
BTC Capital Management, Inc.3,425$811.7K0.06%
Gallacher Capital Management LLC3,313$785.1K0.31%
Fore Capital, LLC3,250$770.3K0.98%
Andrew Hill Investment Advisors, Inc.3,177$752.9K0.59%
Retirement Planning Group3,087$731.5K0.03%
WJ Financial Advisors LLC2,986$707.7K0.69%
Sageworth Trust Co2,821$668.6K0.03%
Legacy Advisors, LLC2,753$653.6K0.08%
Independent Wealth Network Inc.2,507$594.2K0.19%
BridgePort Financial Solutions, LLC2,503$593.2K0.16%
Axim Planning & Wealth2,381$564.3K0.45%
Purus Wealth Management, LLC2,362$559.7K0.18%
GTS Securities LLC2,331$552.4K0.02%
ZEGA Investments, LLC2,328$551.7K0.13%
Southeast Asset Advisors Inc.2,168$513.8K0.06%
Win Advisors, Inc2,140$507.2K0.25%
a16z Perennial Management, L.P.2,125$503.6K0.04%

Sold out (294)

Institutions that held Salesforce, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Showing the largest 100 of 294 by value.

Institutions that sold out of CRM in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Lone Pine Capital LLCSuperinvestorLone Pine Capital1,863,179$508.1M
AXA S.A.1,232,978$336.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A.764,648$208.5M
Westfield Capital Management Co LP647,474$176.6M
HRT Financial LP319,120$87.0M
Cubist Systematic Strategies, LLC181,374$49.5M
Harding Loevner LP179,859$49.0M
Berkley W R Corp169,100$46.1M
Hyperion Asset Management Ltd156,438$42.7M
Rit Capital Partners PLC127,250$34.7M
MIG Capital, LLC116,487$31.8M
ATOMVEST Ltd115,900$31.6M
Hamilton Capital Partners Inc.77,770$21.2M
Sone Capital Management, LLC68,320$18.6M
Kapitalo Investimentos Ltda55,000$15.0M
CTC LLC51,312$14.0M
Livforsakringsbolaget Skandia, Omsesidigt46,600$12.7M
Lynwood Price Capital Management LP46,060$12.6M
Capital Impact Advisors, LLC44,517$12.1M
Artemis Investment Management LLP44,177$12.0M
Ithaka Group LLC42,697$11.6M
Spence Asset Management42,386$11.6M
Nishkama Capital, LLC34,700$9.46M
Point72 Hong Kong Ltd32,678$8.91M
Point72 Europe (London) LLP31,200$8.51M
Selkirk Management LLC27,000$7.36M
Kadensa Capital Ltd25,769$7.03M
Boyer & Corporon Wealth Management, LLC24,543$6.69M
Trust Co of Kansas22,443$6.12M
SeaBridge Investment Advisors LLC21,008$5.73M
One Madison Group LLC20,000$5.45M
Peregrine Investment Management Inc20,000$5.45M
Codex Capital Asset Management L.L.C.18,500$5.04M
TIG Advisors, LLC18,084$4.93M
Otter Creek Advisors, LLC17,325$4.72M
Centiva Capital, LP16,233$4.43M
Laurion Capital Management LP16,129$4.40M
Nebula Research & Development LLC15,998$4.36M
Impax Asset Management Group plc15,850$4.32M
Legacy CG, LLC15,243$4.16M
Progressive Investment Management Corp14,654$4.00M
Aster Capital Management (DIFC) Ltd14,080$3.84M
Prevail Innovative Wealth Advisors, LLC14,027$3.83M
TTP Investments, Inc.12,572$3.43M
Strategic Global Advisors, LLC11,789$3.21M
M Holdings Securities, Inc.10,975$3.00M
Shaker Investments LLC10,774$2.94M
Columbus Hill Capital Management, L.P.10,000$2.73M
Beck Capital Management, LLC9,911$2.70M
Nikulski Financial, Inc.9,754$2.66M
Deltec Asset Management LLC9,500$2.59M
Aft, Forsyth & Sober, LLC9,500$2.59M
Aperture Investors, LLC9,338$2.55M
Rice Partnership, LLC9,006$2.46M
L.M. Kohn & Company8,531$2.33M
CTC Alternative Strategies, Ltd.8,220$2.24M
Point72 Asia (Singapore) Pte. Ltd.7,735$2.11M
Leo Wealth, LLC7,260$1.98M
Glynn Capital Management LLC7,143$1.95M
Stevens Capital Management LP7,128$1.94M
Millington Financial Advisors, LLC7,231$1.93M
Mitsubishi UFJ Asset Management (UK) Ltd.7,000$1.91M
Sphera Funds Management Ltd.6,800$1.85M
Financial Advocates Investment Management6,593$1.80M
Optimize Financial Inc6,477$1.77M
Royal Fund Management, LLC6,366$1.74M
Riverview Capital Advisers, LLC5,853$1.60M
Gilder Gagnon Howe & Co LLC5,814$1.59M
Next Century Growth Investors LLC5,692$1.55M
Point72 (DIFC) Ltd5,438$1.48M
Capital Wealth Planning, LLC5,154$1.41M
Cunning Capital Partners, LP5,121$1.40M
K.J. Harrison & Partners Inc5,006$1.37M
Alta Wealth Advisors LLC4,999$1.36M
Semanteon Capital Management, LP4,985$1.36M
Greystone Financial Group, LLC4,710$1.28M
WBI Investments4,697$1.28M
Eqis Capital Management, Inc.4,568$1.25M
Arjuna Capital4,300$1.17M
Argus Investors' Counsel, Inc.4,096$1.12M
Wulff, Hansen & Co.4,070$1.11M
FCG Investment Co3,961$1.08M
Lebenthal Global Advisors, LLC3,948$1.08M
Fox Run Management, L.L.C.3,907$1.07M
Blueshift Asset Management, LLC3,906$1.07M
Bradyco, Inc.3,894$1.06M
Guardian Partners Inc.3,705$1.00M
Consilium Wealth Advisory, LLC3,675$1.00M
Sargent Investment Group, LLC3,917$976.0K
Mattson Financial Services, LLC3,158$861.2K
Capital Management Associates3,150$859.0K
TradeLink Capital LLC3,000$818.0K
Proficio Capital Partners LLC2,957$806.4K
AssuredPartners Investment Advisors, LLC2,906$792.4K
Prossimo Advisors, LLC2,797$763.0K
Teza Capital Management LLC2,725$743.1K
Clarendon Private LLC2,603$709.8K
Dynamic Technology Lab Private Ltd2,590$706.0K
Richard P Slaughter Associates Inc2,573$701.6K
King Wealth2,455$669.0K

Not filed for Q3 2025 yet (55)

Institutions that held Salesforce, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CRM in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank10,363,597$2.83B
CIBC World Markets Corp163,814$44.7M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH159,378$43.5M
EP Wealth Advisors, LLC108,802$29.7M
Avantax Advisory Services, Inc.87,331$23.8M
Clear Street LLC73,900$20.2M
Congress Wealth Management LLC44,467$12.1M
Exchange Capital Management, Inc.39,104$10.7M
Grassi Investment Management33,614$9.17M
E Fund Management Co., Ltd.25,340$6.91M
Atria Wealth Solutions, Inc.20,770$5.67M
Vega Investment Solutions18,297$4.99M
First Horizon Advisors, Inc.16,856$4.60M
Clarity Capital Partners LLC13,917$3.80M
Savoie Capital LLC12,900$3.52M
Northeast Financial Consultants Inc12,590$3.43M
HAP Trading, LLC11,997$3.27M
Enterprise Bank & Trust Co10,910$2.98M
Financial Gravity Companies, Inc.9,015$2.46M
Good Life Advisors, LLC8,552$2.33M
Graypoint LLC8,414$2.29M
IronOak Wealth LLC.7,543$2.06M
Keudell/Morrison Wealth Management7,054$1.92M
Semmax Financial Advisors Inc.7,436$1.79M
Bordeaux Wealth Advisors LLC3,607$983.6K
Talon Private Wealth, LLC3,481$949.2K
TFG Advisers LLC3,294$898.4K
My Legacy Advisors, LLC3,199$844.4K
Scott Marsh Financial, LLC2,424$661.0K
Parkside Advisors LLC2,299$627.9K
Bingham Private Wealth, LLC2,237$610.0K
J. W. Coons Advisors, LLC2,078$566.6K
Tyler-Stone Wealth Management1,935$527.7K
Schnieders Capital Management LLC1,854$505.6K
Smith Anglin Financial, LLC1,816$495.2K
Waypoint Wealth Partners Inc.1,745$475.8K
Belmont Capital, LLC1,570$428.1K
Breed's Hill Capital LLC1,533$418.1K
Hickory Asset Management, Inc.1,435$391.3K
Wambolt & Associates, LLC987$268.4K
Greenberg Financial Group1,707$267.4K
Aurora Private Wealth, Inc.973$265.0K
Forte Capital LLC882$240.6K
Atlas Capital Advisors LLC850$231.8K
Wellington Capital Management, Inc.799$218.0K
Iron Horse Wealth Management, LLC423$115.3K
Union Savings Bank277$71.6K
Capital A Wealth Management, LLC155$40.8K
Christopher J. Hasenberg, Inc116$31.6K
Oliver Lagore Vanvalin Investment Group80$21.5K
Legacy Investment Solutions, LLC78$21.3K
Centricity Wealth Management, LLC53$14.5K
PrairieView Partners, LLC50$13.0K
Safe Harbor Fiduciary, LLC35$9.54K
Parkworth Wealth Management, Inc.22$6.00K