Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,491 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, Q3 2025

Institutional positions in Salesforce, Inc. as of Sep 30, 2025. 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: 2,816; −89 vs. Q2 2025
Shares held: 758.3M; −1.34M (−0.2%) vs. Q2 2025
Total value: $179.8B; −$27.1B (−13.1%) vs. Q2 2025
New holders: 205; 1,159 more added
Sold out: 294; 1,218 more reduced

55 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 2,816 institutions

Value heldQ3 2025: $179.8B

Institutions holding CRM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,491	$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, Q3 2025

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2025.

Institutions holding CRM in Q3 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Turim 21 Investimentos Ltda.	2,420	$1	0.00%	+2,420	New
Koesten, Hirschmann & Crabtree, INC.	1	$240	0.00%	00.0%	Unchanged
New Millennium Group LLC	1	$251	0.00%	−9,823−100.0%	Reduced
Logan Capital Management Inc	2	$474	0.00%	00.0%	Unchanged
ROSS\JOHNSON & Associates LLC	2	$474	0.01%	00.0%	Unchanged
Chelsea Counsel Co	2	$475	0.00%	+2	New
Duncker Streett & Co Inc	3	$711	0.00%	−5−62.5%	Reduced
Barnes Dennig Private Wealth Management LLC	3	$711	0.00%	00.0%	Unchanged
Breakwater Investment Management	4	$948	0.00%	−196−98.0%	Reduced
Stephens Consulting, LLC	4	$948	0.00%	−12−75.0%	Reduced
Insight Financial Services	4	$948	0.00%	00.0%	Unchanged
Investment Counsel Co of Nevada	6	$1.42K	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	6	$1.42K	0.00%	+6	New
DecisionPoint Financial, LLC	7	$1.65K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	8	$1.90K	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	8	$1.90K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	8	$1.90K	0.00%	+8	New
Twin Lakes Capital Management, LLC	8	$1.91K	0.00%	00.0%	Unchanged
Caitong International Asset Management Co., Ltd	9	$2.13K	0.00%	−16−64.0%	Reduced
Davis Capital Management	9	$2.13K	0.00%	+9	New
POM Investment Strategies, LLC	9	$2.13K	0.00%	+9	New
Centennial Bank	10	$2.37K	0.00%	−40−80.0%	Reduced
1 North Wealth Services LLC	10	$2.37K	0.00%	00.0%	Unchanged
Morse Asset Management, Inc	10	$2.37K	0.00%	00.0%	Unchanged
Bulwark Capital Corp	10	$2.37K	0.00%	+10	New
Financially Speaking Inc	11	$2.61K	0.00%	00.0%	Unchanged
WFA of San Diego, LLC	12	$2.84K	0.00%	00.0%	Unchanged
Hager Investment Management Services, LLC	13	$3.08K	0.00%	00.0%	Unchanged
Perritt Capital Management Inc	14	$3.33K	0.00%	00.0%	Unchanged
Luminist Capital LLC	15	$3.54K	0.00%	00.0%	Unchanged
Heartwood Wealth Advisors LLC	15	$3.56K	0.00%	+15	New
Costello Asset Management, INC	15	$3.59K	0.00%	00.0%	Unchanged
Lummis Asset Management, LP	16	$3.79K	0.00%	00.0%	Unchanged
Transce3nd, LLC	16	$3.90K	0.03%	−739−97.9%	Reduced
HHM Wealth Advisors, LLC	17	$4.03K	0.00%	−18−51.4%	Reduced
Copia Wealth Management	17	$4.03K	0.00%	00.0%	Unchanged
Vermillion & White Wealth Management Group, LLC	19	$4.50K	0.00%	00.0%	Unchanged
Pineridge Advisors LLC	20	$4.74K	0.00%	−32−61.5%	Reduced
Darwin Advisors, LLC	21	$5.00K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	22	$5.21K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	103	$5.25K	0.00%	−318−75.5%	Reduced
Piscataqua Savings Bank	25	$5.92K	0.00%	00.0%	Unchanged
Anfield Capital Management, LLC	27	$6.40K	0.00%	+15+125.0%	Added
Dogwood Wealth Management LLC	28	$6.64K	0.00%	−29−50.9%	Reduced
S&T Bank	28	$6.64K	0.00%	−19−40.4%	Reduced
Scarborough Advisors, LLC	28	$6.64K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	31	$7.35K	0.00%	−4−11.4%	Reduced
Gold Investment Management Ltd.	31	$7.35K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	31	$7.35K	0.00%	+3+10.7%	Added
Robbins Farley LLC	31	$7.35K	0.00%	+31	New
Delos Wealth Advisors, LLC	32	$7.58K	0.01%	−18−36.0%	Reduced
Westend Capital Management, LLC	32	$7.58K	0.00%	−14−30.4%	Reduced
PayPay Securities Corp	33	$7.88K	0.28%	+15+83.3%	Added
Godsey & Gibb Associates	34	$8.06K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	34	$8.06K	0.00%	+5+17.2%	Added
North Capital, Inc.	35	$8.29K	0.01%	+3+9.4%	Added
Richardson Capital Management LLC	37	$8.77K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	38	$9.01K	0.01%	00.0%	Unchanged
Decker Retirement Planning Inc.	39	$9.24K	0.01%	−111−74.0%	Reduced
Morton Brown Family Wealth, LLC	42	$9.95K	0.00%	−18−30.0%	Reduced
Abich Financial Wealth Management LLC	42	$9.95K	0.00%	+42	New
Hurley Capital, LLC	43	$10.2K	0.01%	+4+10.3%	Added
Innovative Advisory Group, LLC	45	$10.7K	0.01%	00.0%	Unchanged
Altshuler Shaham Ltd	45	$10.7K	0.00%	+11+32.4%	Added
New England Capital Financial Advisors LLC	45	$10.8K	0.00%	00.0%	Unchanged
MJT & Associates Financial Advisory Group, Inc.	46	$10.9K	0.01%	00.0%	Unchanged
Evolution Advisers, Inc.	50	$11.0K	0.00%	00.0%	Unchanged
Coston, McIsaac & Partners	49	$11.0K	0.00%	00.0%	Unchanged
Redmont Wealth Advisors LLC	50	$11.8K	0.02%	00.0%	Unchanged
Sherman Asset Management, Inc.	52	$12.3K	0.01%	−281−84.4%	Reduced
IMG Wealth Management, Inc.	57	$13.5K	0.01%	00.0%	Unchanged
MPWM Advisory Solutions, LLC	57	$13.5K	0.01%	00.0%	Unchanged
Kerr Financial Planning Corp	57	$13.7K	0.02%	+57	New
PFS Partners, LLC	59	$13.9K	0.01%	+1+1.7%	Added
Bare Financial Services, Inc	59	$14.0K	0.00%	+6+11.3%	Added
Berbice Capital Management LLC	60	$14.2K	0.01%	−2,110−97.2%	Reduced
Islay Capital Management, LLC	60	$14.2K	0.01%	00.0%	Unchanged
Tower View Investment Management & Research LLC	61	$14.3K	0.01%	+1+1.7%	Added
DAGCO, Inc.	61	$14.5K	0.00%	−7−10.3%	Reduced
Wealth Watch Advisors, INC	61	$14.5K	0.01%	+61	New
Blue Bell Private Wealth Management, LLC	66	$15.6K	0.00%	−316−82.7%	Reduced
Caitlin John, LLC	67	$15.9K	0.01%	+67	New
Bellevue Asset Management, LLC	70	$16.6K	0.01%	00.0%	Unchanged
Valued Wealth Advisors LLC	70	$16.7K	0.01%	−1−1.4%	Reduced
Cloud Capital Management, LLC	72	$17.0K	0.01%	+72	New
Quest 10 Wealth Builders, Inc.	74	$17.4K	0.02%	+1+1.4%	Added
Legacy Wealth Managment, LLC	74	$17.5K	0.01%	−4−5.1%	Reduced
Atlantic Edge Private Wealth Management, LLC	74	$17.5K	0.00%	+40+117.6%	Added
Grey Fox Wealth Advisors, LLC	74	$17.7K	0.00%	+74	New
Avion Wealth	79	$18.0K	0.00%	−26−24.8%	Reduced
Tortoise Investment Management, LLC	76	$18.0K	0.00%	+11+16.9%	Added
Knott David M Jr	77	$18.2K	0.01%	00.0%	Unchanged
Vermillion Wealth Management, Inc.	78	$18.4K	0.00%	−94−54.7%	Reduced
Wiser Advisor Group LLC	78	$18.4K	0.02%	+78	New
Alerus Financial NA	78	$18.5K	0.00%	+38+95.0%	Added
Accredited Wealth Management, LLC	50	$19.0K	0.01%	−30−37.5%	Reduced
Reyes Financial Architecture, Inc.	81	$19.2K	0.01%	00.0%	Unchanged
Pension & Wealth Management Advisors, Inc.	83	$19.9K	0.01%	+78+1,560.0%	Added
Centerpoint Advisors, LLC	86	$20.0K	0.01%	+86	New
Pflug Koory, LLC	85	$20.1K	0.01%	−53−38.4%	Reduced