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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Fountainhead AM, LLC | 2,888 | $684.3K | 0.09% | +106+3.8% | Added |
| Stiles Financial Services Inc | 2,900 | $687.4K | 0.22% | +2,118+270.8% | Added |
| Mechanics Financial Corp | 2,904 | $688.2K | 0.26% | +2,854+5,708.0% | Added |
| Knuff & Co LLC | 2,908 | $689.2K | 0.20% | −2−0.1% | Reduced |
| Rooted Wealth Advisors, Inc. | 2,870 | $689.8K | 0.21% | +1,736+153.1% | Added |
| Bridgewater Advisors Inc. | 2,884 | $690.2K | 0.05% | −1,670−36.7% | Reduced |
| White Pine Capital LLC | 2,913 | $690.4K | 0.20% | −309−9.6% | Reduced |
| Fiduciary Alliance LLC | 2,918 | $691.7K | 0.05% | +409+16.3% | Added |
| Phillips Wealth Planners LLC | 2,817 | $692.4K | 0.57% | +108+4.0% | Added |
| Wealth Advisors of Iowa, LLC | 2,927 | $693.7K | 0.24% | −113−3.7% | Reduced |
| Bienville Capital Management, LLC | 2,924 | $694.2K | 0.13% | 00.0% | Unchanged |
| Inceptionr LLC | 2,930 | $694.4K | 0.17% | −1,346−31.5% | Reduced |
| Alpha Family Trust | 2,935 | $695.6K | 0.33% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,939 | $696.5K | 0.14% | −380−11.4% | Reduced |
| Hill Island Financial LLC | 2,949 | $698.9K | 0.17% | +111+3.9% | Added |
| Harbour Investments, Inc. | 2,950 | $699.1K | 0.02% | −171−5.5% | Reduced |
| Forefront Wealth Partners, LLC | 2,950 | $699.4K | 0.18% | −128−4.2% | Reduced |
| Cypress Wealth Services, LLC | 2,951 | $699.5K | 0.11% | −18−0.6% | Reduced |
| First Citizens Bank & Trust Co | 2,961 | $701.8K | 0.02% | −354−10.7% | Reduced |
| Clear Creek Financial Management, LLC | 2,971 | $704.1K | 0.06% | +1,477+98.9% | Added |
| Flagship Wealth Advisors, LLC | 4,187 | $704.3K | 0.23% | +4,179+52,237.5% | Added |
| Fukoku Mutual Life Insurance Co | 2,980 | $706.3K | 0.04% | −3,819−56.2% | Reduced |
| WJ Financial Advisors LLC | 2,986 | $707.7K | 0.69% | +2,986 | New |
| Concentrum Wealth Management | 2,991 | $709.0K | 0.20% | −31−1.0% | Reduced |
| Jump Financial, LLC | 2,996 | $710.1K | 0.01% | −153,874−98.1% | Reduced |
| RiverFront Investment Group, LLC | 2,998 | $710.5K | 0.01% | +1,311+77.7% | Added |
| Prentice Wealth Management LLC | 3,000 | $711.0K | 0.18% | +302+11.2% | Added |
| Warm Springs Advisors Inc. | 3,004 | $711.9K | 0.54% | 00.0% | Unchanged |
| Perbak Capital Partners LLP | 3,030 | $718.1K | 0.13% | +2,002+194.7% | Added |
| Investment House LLC | 3,050 | $722.9K | 0.03% | −40,463−93.0% | Reduced |
| New Insight Wealth Advisors | 3,058 | $724.6K | 0.27% | −549−15.2% | Reduced |
| Calamos Wealth Management LLC | 3,059 | $725.0K | 0.03% | +483+18.8% | Added |
| Watts Gwilliam & Co., LLC | 3,062 | $725.7K | 0.12% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,070 | $727.5K | 0.06% | +508+19.8% | Added |
| Waverton Investment Management Ltd | 3,073 | $728.2K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 3,078 | $729.5K | 0.31% | −2,536−45.2% | Reduced |
| Rakuten Securities, Inc. | 3,078 | $729.5K | 0.27% | +1,142+59.0% | Added |
| Retirement Planning Group | 3,087 | $731.5K | 0.03% | +3,087 | New |
| Csenge Advisory Group | 3,100 | $734.6K | 0.04% | −628−16.8% | Reduced |
| Quent Capital, LLC | 3,104 | $735.6K | 0.06% | +30+1.0% | Added |
| Pine Haven Investment Counsel, Inc | 3,106 | $736.1K | 0.53% | +180+6.2% | Added |
| Nvest Financial, LLC | 3,107 | $736.4K | 0.42% | −224−6.7% | Reduced |
| Nichols & Pratt Advisers LLP | 3,115 | $738.3K | 0.05% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,122 | $739.9K | 0.01% | +36+1.2% | Added |
| Romano Brothers and Company | 3,126 | $740.9K | 0.08% | −471−13.1% | Reduced |
| Gamco Investors, Inc. Et Al | 3,130 | $741.8K | 0.01% | −29−0.9% | Reduced |
| Garden State Investment Advisory Services LLC | 3,161 | $751.1K | 0.19% | −334−9.6% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 3,177 | $752.9K | 0.59% | +3,177 | New |
| Sage Rhino Capital LLC | 3,182 | $754.1K | 0.15% | +6+0.2% | Added |
| Amica Retiree Medical Trust | 3,184 | $755.0K | 1.03% | 00.0% | Unchanged |
| Bristlecone Advisors, LLC | 3,194 | $757.0K | 0.06% | −1,987−38.4% | Reduced |
| Roxbury Financial LLC | 3,196 | $757.6K | 0.70% | +119+3.9% | Added |
| Northern Oak Wealth Management Inc | 3,198 | $757.9K | 0.09% | +76+2.4% | Added |
| Blodgett Wealth Advisors, LLC | 3,213 | $761.4K | 0.56% | 00.0% | Unchanged |
| Barings LLC | 3,216 | $762.2K | 0.01% | +58+1.8% | Added |
| B&L Asset Management LLC | 3,220 | $763.1K | 0.39% | +255+8.6% | Added |
| Meadow Creek Wealth Advisors LLC | 3,103 | $763.3K | 0.51% | −25−0.8% | Reduced |
| Meridian Investment Counsel Inc. | 3,232 | $766.0K | 0.19% | +2+0.1% | Added |
| NVWM, LLC | 3,276 | $766.0K | 0.17% | −2,829−46.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,246 | $768.0K | 0.27% | −216−6.2% | Reduced |
| Carnegie Lake Advisors LLC | 3,246 | $769.3K | 0.30% | −640−16.5% | Reduced |
| Fore Capital, LLC | 3,250 | $770.3K | 0.98% | +3,250 | New |
| Mainsail Financial Group, LLC | 3,256 | $771.7K | 0.33% | +497+18.0% | Added |
| Elevated Capital Advisors, LLC | 3,260 | $772.6K | 0.19% | +926+39.7% | Added |
| Roberts Capital Advisors, LLC | 3,262 | $773.1K | 0.86% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 3,270 | $778.4K | 0.63% | +630+23.9% | Added |
| Essex LLC | 3,293 | $780.4K | 0.14% | +394+13.6% | Added |
| Abbot Financial Management, Inc. | 3,294 | $780.6K | 0.33% | +171+5.5% | Added |
| XML Financial, LLC | 3,296 | $781.2K | 0.06% | +173+5.5% | Added |
| GM Advisory Group, Inc. | 3,301 | $782.4K | 0.03% | −510−13.4% | Reduced |
| Gallacher Capital Management LLC | 3,313 | $785.1K | 0.31% | +3,313 | New |
| Wealth Alliance Advisory Group, LLC | 3,317 | $786.1K | 0.14% | −5,098−60.6% | Reduced |
| Westerkirk Capital Inc. | 3,318 | $786.4K | 0.09% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,318 | $786.4K | 0.27% | +241+7.8% | Added |
| First National Bank | 3,327 | $788.5K | 0.42% | −180−5.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,330 | $790.6K | 0.06% | −241−6.7% | Reduced |
| Monetary Management Group Inc | 3,340 | $791.6K | 0.18% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 3,341 | $791.9K | 0.29% | −3,575−51.7% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 3,354 | $794.8K | 0.33% | −170−4.8% | Reduced |
| Aspire Growth Partners LLC | 3,355 | $795.0K | 0.58% | +39+1.2% | Added |
| Evelyn Partners Investment Management Services Ltd | 3,360 | $796.3K | 0.11% | +89+2.7% | Added |
| Holderness Investments Co | 3,364 | $797.3K | 0.16% | +290+9.4% | Added |
| Everest Management Corp. | 3,370 | $798.7K | 0.51% | −37−1.1% | Reduced |
| Moseley Investment Management Inc | 3,371 | $799.0K | 0.24% | −231−6.4% | Reduced |
| Global Assets Advisory, LLC | 3,411 | $808.5K | 0.24% | −2,389−41.2% | Reduced |
| Cyr Financial Inc. | 3,414 | $809.2K | 0.55% | +141+4.3% | Added |
| Hudson Bay Capital Management LP | 3,420 | $810.5K | 0.00% | −9,084−72.6% | Reduced |
| BTC Capital Management, Inc. | 3,425 | $811.7K | 0.06% | +3,425 | New |
| Founders Financial Securities LLC | 3,438 | $814.9K | 0.06% | −1,475−30.0% | Reduced |
| Summit Global Investments | 3,453 | $818.0K | 0.05% | −144−4.0% | Reduced |
| Canandaigua National Trust Co of Florida | 3,458 | $819.5K | 0.65% | +196+6.0% | Added |
| Hutchinson Financial Advisors, INC | 3,461 | $820.3K | 0.81% | −882−20.3% | Reduced |
| Kraematon Investment Advisors, Inc | 3,468 | $822.0K | 0.70% | +2+0.1% | Added |
| Axq Capital, LP | 3,486 | $826.2K | 0.32% | +3,486 | New |
| Putney Financial Group LLC | 3,489 | $826.9K | 0.82% | −331−8.7% | Reduced |
| Pointe Capital Management LLC | 3,492 | $827.6K | 0.40% | +465+15.4% | Added |
| Nicholas Hoffman & Company, LLC. | 3,499 | $829.1K | 0.02% | +40+1.2% | Added |
| Versor Investments LP | 3,501 | $829.7K | 0.15% | +3,501 | New |
| Principal Street Partners, LLC | 3,506 | $830.9K | 0.13% | −1,323−27.4% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 3,506 | $831.0K | 0.53% | −84−2.3% | Reduced |