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, 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
- 2,815
- −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
- 1,158 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| United Advisor Group, LLC | 2,406 | $570.2K | 0.08% | +958+66.2% | Added |
| Ramiah Investment Group | 2,407 | $570.5K | 0.51% | +628+35.3% | Added |
| Inscription Capital, LLC | 2,420 | $573.4K | 0.06% | +674+38.6% | Added |
| H&H Retirement Design & Management INC | 2,376 | $574.3K | 0.31% | +509+27.3% | Added |
| Financial Enhancement Group LLC | 2,395 | $575.8K | 0.08% | +155+6.9% | Added |
| Smithfield Trust Co | 2,430 | $576.0K | 0.03% | −59−2.4% | Reduced |
| Lokken Investment Group LLC | 2,435 | $577.0K | 0.20% | −88−3.5% | Reduced |
| China Universal Asset Management Co., Ltd. | 2,439 | $579.0K | 0.05% | −4,941−67.0% | Reduced |
| Kuhn & Co Investment Counsel | 2,445 | $579.5K | 0.46% | −22−0.9% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,441 | $579.6K | 0.14% | +53+2.2% | Added |
| Koss-Olinger Consulting, LLC | 2,130 | $581.0K | 0.05% | −201−8.6% | Reduced |
| Atlantic Trust, LLC | 2,452 | $581.2K | 0.10% | −69−2.7% | Reduced |
| Financial Advisory Service, Inc. | 2,457 | $582.2K | 0.04% | −194−7.3% | Reduced |
| Capital Investment Advisory Services, LLC | 2,459 | $582.7K | 0.05% | −37−1.5% | Reduced |
| Fiduciary Family Office, LLC | 2,471 | $585.6K | 0.17% | −799−24.4% | Reduced |
| Seven Mile Advisory | 2,472 | $585.8K | 0.09% | +428+20.9% | Added |
| ORG Wealth Partners, LLC | 2,474 | $586.3K | 0.12% | −180−6.8% | Reduced |
| Mizuho Securities Co. Ltd. | 2,480 | $587.8K | 4.03% | −3,140−55.9% | Reduced |
| Sentry Investment Management LLC | 2,445 | $588.0K | 0.39% | −423−14.7% | Reduced |
| Persium Advisors, LLC | 2,484 | $588.7K | 0.44% | +410+19.8% | Added |
| Fortitude Family Office, LLC | 2,488 | $589.7K | 0.16% | +3+0.1% | Added |
| BridgePort Financial Solutions, LLC | 2,503 | $593.2K | 0.16% | +2,503 | New |
| Catalyst Private Wealth, LLC | 2,503 | $593.2K | 0.26% | +72+3.0% | Added |
| Sivia Capital Partners, LLC | 2,507 | $594.2K | 0.17% | −451−15.2% | Reduced |
| Independent Wealth Network Inc. | 2,507 | $594.2K | 0.19% | +2,507 | New |
| Severin Investments, LLC | 2,508 | $594.4K | 0.53% | −271−9.8% | Reduced |
| Kozak & Associates, Inc. | 2,515 | $596.2K | 0.12% | −59−2.3% | Reduced |
| Main Street Research LLC | 2,518 | $596.8K | 0.03% | +866+52.4% | Added |
| Davis R M Inc | 2,546 | $603.3K | 0.01% | −491−16.2% | Reduced |
| Carson Advisory Inc. | 2,556 | $605.9K | 0.33% | +387+17.8% | Added |
| City State Bank | 2,565 | $607.9K | 0.18% | +2+0.1% | Added |
| Westover Capital Advisors, LLC | 2,569 | $608.9K | 0.11% | −24−0.9% | Reduced |
| Cornerstone Select Advisors, LLC | 2,571 | $609.3K | 0.45% | +274+11.9% | Added |
| Ferguson Wellman Capital Management, Inc | 2,571 | $609.3K | 0.01% | +467+22.2% | Added |
| Uniting Wealth Partners, LLC | 2,576 | $611.6K | 0.14% | +643+33.3% | Added |
| Hilltop National Bank | 2,589 | $613.6K | 0.15% | −365−12.4% | Reduced |
| Elite Wealth Management, Inc. | 2,598 | $615.6K | 0.16% | −8,879−77.4% | Reduced |
| Coign Capital Advisors LLC | 2,601 | $616.5K | 0.34% | +370+16.6% | Added |
| Modern Wealth Management, LLC | 2,603 | $616.8K | 0.01% | −436−14.3% | Reduced |
| WealthCollab, LLC | 2,611 | $618.8K | 0.29% | +234+9.8% | Added |
| Financial Advisory Corp | 2,616 | $620.0K | 0.17% | +410+18.6% | Added |
| TownSquare Capital, LLC | 2,619 | $620.6K | 0.09% | −2,579−49.6% | Reduced |
| Root Financial Partners, LLC | 2,625 | $622.1K | 0.04% | −661−20.1% | Reduced |
| Roberts Glore & Co Inc | 2,625 | $622.1K | 0.17% | +603+29.8% | Added |
| Mayflower Financial Advisors, LLC | 2,632 | $623.8K | 0.08% | −753−22.2% | Reduced |
| AGH Wealth Advisors, LLC | 2,634 | $624.3K | 0.46% | −402−13.2% | Reduced |
| Verdence Capital Advisors LLC | 2,447 | $625.0K | 0.04% | +172+7.6% | Added |
| Montag A & Associates Inc | 2,636 | $626.4K | 0.03% | −18,870−87.7% | Reduced |
| BIP Wealth, LLC | 2,648 | $627.6K | 0.03% | +520+24.4% | Added |
| Platform Technology Partners | 2,648 | $627.7K | 0.15% | −4,472−62.8% | Reduced |
| Crown Wealth Group, LLC | 2,649 | $627.7K | 0.19% | −41−1.5% | Reduced |
| Sage Private Wealth Group, LLC | 2,656 | $629.5K | 0.35% | +428+19.2% | Added |
| Castle Rock Wealth Management, LLC | 2,654 | $633.0K | 0.14% | +75+2.9% | Added |
| Parkside Financial Bank & Trust | 2,673 | $633.5K | 0.05% | −233−8.0% | Reduced |
| Cabot Wealth Management Inc | 2,674 | $633.7K | 0.07% | −8,429−75.9% | Reduced |
| National Wealth Management Group, LLC | 2,676 | $634.2K | 0.24% | +1,478+123.4% | Added |
| Kestra Investment Management, LLC | 2,680 | $635.3K | 0.02% | −11,047−80.5% | Reduced |
| Watershed Private Wealth LLC | 2,685 | $636.3K | 0.20% | −366−12.0% | Reduced |
| Karani Asset Management LLC | 2,685 | $636.3K | 0.54% | +201+8.1% | Added |
| SPC Financial, Inc. | 2,687 | $636.8K | 0.05% | +34+1.3% | Added |
| Redwood Financial Network Corp | 2,687 | $636.9K | 0.40% | +469+21.1% | Added |
| Evermay Wealth Management LLC | 2,685 | $637.1K | 0.07% | +78+3.0% | Added |
| Financial Sense Advisors, Inc. | 2,689 | $637.4K | 0.12% | −179−6.2% | Reduced |
| Avalon Trust Co | 2,690 | $637.5K | 0.04% | +53+2.0% | Added |
| Onefund, LLC | 2,706 | $641.3K | 0.41% | +102+3.9% | Added |
| BlueSpruce Investments, LP | 2,728 | $646.5K | 0.01% | −907,189−99.7% | Reduced |
| Kames Capital plc | 2,729 | $646.7K | 0.01% | +1,571+135.7% | Added |
| Fayez Sarofim & Co | 2,731 | $647.2K | 0.00% | +25+0.9% | Added |
| Claro Advisors LLC | 2,733 | $647.7K | 0.09% | −123−4.3% | Reduced |
| Western Pacific Wealth Management, LP | 2,734 | $648.0K | 0.63% | +792+40.8% | Added |
| Citizens National Bank Trust Department | 2,736 | $648.4K | 0.12% | +161+6.3% | Added |
| First Foundation Advisors | 2,743 | $650.1K | 0.02% | −1,649−37.5% | Reduced |
| Legacy Advisors, LLC | 2,753 | $653.6K | 0.08% | +2,753 | New |
| Alpha Cubed Investments, LLC | 2,766 | $655.6K | 0.02% | −120−4.2% | Reduced |
| Tandem Capital Management Corp | 2,778 | $658.4K | 0.31% | −13−0.5% | Reduced |
| YANKCOM Partnership | 2,780 | $658.9K | 0.30% | +67+2.5% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,784 | $659.9K | 0.09% | −166−5.6% | Reduced |
| Maridea Wealth Management LLC | 2,602 | $661.6K | 0.10% | +815+45.6% | Added |
| International Assets Investment Management, LLC | 2,436 | $662.3K | 0.05% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,809 | $665.7K | 0.16% | −93−3.2% | Reduced |
| Riverbend Wealth Management, LLC | 2,817 | $667.7K | 0.47% | +75+2.7% | Added |
| Sageworth Trust Co | 2,821 | $668.6K | 0.03% | +2,821 | New |
| Cromwell Holdings LLC | 2,822 | $670.0K | 0.36% | −366−11.5% | Reduced |
| Crumly & Associates Inc. | 2,834 | $671.7K | 0.15% | +645+29.5% | Added |
| S&CO Inc | 2,839 | $672.0K | 0.04% | 00.0% | Unchanged |
| Saiph Capital, LLC | 2,837 | $672.3K | 0.24% | +235+9.0% | Added |
| Fjell Capital, LLC | 2,846 | $674.6K | 0.59% | −2,241−44.1% | Reduced |
| Baron Wealth Management LLC | 2,850 | $675.5K | 0.22% | −62−2.1% | Reduced |
| Wrapmanager Inc | 2,851 | $675.7K | 0.21% | −936−24.7% | Reduced |
| Copperleaf Capital, LLC | 2,854 | $676.3K | 0.32% | −1,227−30.1% | Reduced |
| Gryphon Financial Partners LLC | 2,854 | $676.5K | 0.08% | +340+13.5% | Added |
| Cornerstone Wealth Group, LLC | 2,857 | $677.0K | 0.05% | +169+6.3% | Added |
| Aries Wealth Management | 2,863 | $678.5K | 0.16% | +597+26.3% | Added |
| Donald L. Hagan, LLC | 2,865 | $679.0K | 0.33% | −103−3.5% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 2,867 | $679.5K | 0.50% | +89+3.2% | Added |
| TBH Global Asset Management, LLC | 2,871 | $680.4K | 0.13% | −450−13.6% | Reduced |
| Gladius Capital Management LP | 2,872 | $680.7K | 1.34% | +1,551+117.4% | Added |
| Zullo Investment Group, Inc. | 2,876 | $681.8K | 0.25% | +47+1.7% | Added |
| Eads & Heald Wealth Management | 2,882 | $683.0K | 0.33% | −460−13.8% | Reduced |
| SGL Investment Advisors, Inc. | 2,617 | $683.9K | 0.28% | +1,557+146.9% | Added |