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 |
|---|---|---|---|---|---|
| Trillium Asset Management, LLC | 3,506 | $831.0K | 0.02% | −456−11.5% | Reduced |
| First Affirmative Financial Network | 3,507 | $831.2K | 0.39% | +572+19.5% | Added |
| Kennebec Savings Bank | 3,509 | $831.6K | 0.76% | +121+3.6% | Added |
| XTX Topco Ltd | 3,512 | $832.3K | 0.04% | −9,520−73.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,525 | $835.4K | 0.35% | −129−3.5% | Reduced |
| Staley Capital Advisers Inc | 3,530 | $836.6K | 0.03% | +87+2.5% | Added |
| Oder Investment Management, LLC | 3,531 | $836.9K | 0.60% | −167−4.5% | Reduced |
| Simplicity Wealth,LLC | 3,538 | $838.5K | 0.05% | −2,585−42.2% | Reduced |
| Aprio Wealth Management, LLC | 3,551 | $841.5K | 0.08% | +288+8.8% | Added |
| Weiss Asset Management LP | 3,566 | $845.1K | 0.01% | −124,167−97.2% | Reduced |
| Howland Capital Management LLC | 3,560 | $845.2K | 0.03% | +112+3.2% | Added |
| ARS Wealth Advisors Group, LLC | 3,575 | $847.4K | 0.08% | +213+6.3% | Added |
| Three Seasons Wealth, LLC | 3,579 | $849.6K | 0.08% | +958+36.6% | Added |
| South Plains Financial, Inc. | 3,585 | $849.6K | 0.53% | +1,942+118.2% | Added |
| Oxler Private Wealth LLC | 3,590 | $850.9K | 0.25% | −27−0.7% | Reduced |
| Aviso Wealth Management | 3,596 | $852.3K | 0.37% | +723+25.2% | Added |
| Childress Capital Advisors, LLC | 3,598 | $852.7K | 0.16% | +894+33.1% | Added |
| Ecofi Investissements SA | 3,600 | $853.2K | 1.02% | −800−18.2% | Reduced |
| Integrated Investment Consultants, LLC | 3,612 | $856.1K | 0.15% | +558+18.3% | Added |
| Grove Bank & Trust | 3,618 | $857.5K | 0.10% | −220−5.7% | Reduced |
| Waldron Private Wealth LLC | 3,623 | $860.2K | 0.03% | +242+7.2% | Added |
| Lederer & Associates Investment Counsel | 3,633 | $861.0K | 0.56% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 3,643 | $863.4K | 0.24% | +27+0.7% | Added |
| Sierra Capital LLC | 3,646 | $864.0K | 0.09% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 3,646 | $864.1K | 0.04% | +394+12.1% | Added |
| Burney Co | 3,649 | $864.8K | 0.03% | −2,193−37.5% | Reduced |
| Crescent Sterling, Ltd. | 3,662 | $867.9K | 0.91% | +299+8.9% | Added |
| Transatlantique Private Wealth LLC | 3,678 | $871.6K | 0.29% | −6,218−62.8% | Reduced |
| Cascade Investment Group, Inc. | 3,685 | $873.3K | 0.58% | +192+5.5% | Added |
| Fiduciary Financial Group, LLC | 3,697 | $876.2K | 0.14% | −218−5.6% | Reduced |
| Carr Financial Group Corp | 3,715 | $880.5K | 0.24% | −197−5.0% | Reduced |
| Personal Cfo Solutions, LLC | 3,723 | $882.3K | 0.15% | −468−11.2% | Reduced |
| Connecticut Wealth Management, LLC | 3,727 | $883.3K | 0.04% | +105+2.9% | Added |
| Mattern Capital Management, LLC | 3,734 | $885.0K | 0.10% | +3,734 | New |
| Rothschild Investment LLC | 3,743 | $887.1K | 0.05% | −153−3.9% | Reduced |
| Burford Brothers, Inc. | 3,744 | $887.3K | 0.38% | +13+0.3% | Added |
| AustralianSuper Pty Ltd | 3,752 | $889.2K | 0.00% | 00.0% | Unchanged |
| Polen Capital Management LLC | 3,752 | $889.3K | 0.00% | −1,237−24.8% | Reduced |
| Twin City Private Wealth, LLC | 3,756 | $891.6K | 0.70% | +78+2.1% | Added |
| Demars Financial Group, LLC | 3,764 | $892.0K | 0.31% | +1,401+59.3% | Added |
| Quest Partners LLC | 3,776 | $894.9K | 0.06% | −3,828−50.3% | Reduced |
| Gallagher Capital Advisors, LLC | 3,480 | $898.0K | 0.52% | −723−17.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,787 | $898.0K | 0.19% | −186−4.7% | Reduced |
| Klingman & Associates, LLC | 3,804 | $901.5K | 0.05% | +450+13.4% | Added |
| Limestone Investment Advisors LP | 3,804 | $901.5K | 0.41% | +3,804 | New |
| Nwam LLC | 3,563 | $904.5K | 0.05% | +34+1.0% | Added |
| Trust Point Inc. | 3,819 | $905.1K | 0.07% | −182−4.5% | Reduced |
| Investment Partners Asset Management, Inc. | 3,820 | $905.3K | 0.60% | +148+4.0% | Added |
| Sky Investment Group LLC | 3,827 | $907.0K | 0.15% | +232+6.5% | Added |
| Unified Investment Management | 3,831 | $908.0K | 0.91% | −44−1.1% | Reduced |
| Bank Ozk | 3,853 | $913.2K | 0.32% | −167−4.2% | Reduced |
| Birinyi Associates Inc | 3,858 | $914.0K | 0.23% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 3,861 | $915.1K | 0.30% | −1,046−21.3% | Reduced |
| Advisory Alpha, LLC | 3,830 | $915.4K | 0.03% | +259+7.3% | Added |
| Masso Torrence Wealth Management Inc. | 3,863 | $915.5K | 0.38% | +112+3.0% | Added |
| Souders Financial Advisors | 3,864 | $915.8K | 0.11% | +209+5.7% | Added |
| Twinbeech Capital LP | 3,878 | $919.1K | 0.04% | +1,495+62.7% | Added |
| Probity Advisors, Inc. | 3,890 | $921.9K | 0.15% | +322+9.0% | Added |
| Abc Arbitrage SA | 3,906 | $925.7K | 0.09% | −1,523−28.1% | Reduced |
| OV Management LLC | 3,908 | $926.2K | 0.79% | +37+1.0% | Added |
| 3Chopt Investment Partners, LLC | 3,907 | $927.6K | 0.21% | +720+22.6% | Added |
| Fullerton Fund Management Co Ltd. | 3,920 | $929.0K | 0.04% | +2,963+309.6% | Added |
| Bridges Investment Management Inc | 3,922 | $929.5K | 0.01% | −123−3.0% | Reduced |
| Sunbelt Securities, Inc. | 3,923 | $929.7K | 0.06% | +62+1.6% | Added |
| Benchmark Investment Advisors LLC | 3,893 | $932.1K | 0.54% | +3,893 | New |
| Dudley Capital Management, LLC | 3,933 | $932.1K | 0.42% | −232−5.6% | Reduced |
| Quest Investment Management LLC | 3,938 | $933.3K | 0.10% | −21,490−84.5% | Reduced |
| Cidel Asset Management Inc | 3,955 | $937.3K | 0.05% | −45,437−92.0% | Reduced |
| Curbstone Financial Management Corp | 3,976 | $942.3K | 0.18% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 3,990 | $945.6K | 0.25% | +51+1.3% | Added |
| Meiji Yasuda Life Insurance Co | 3,993 | $946.3K | 0.03% | −3,323−45.4% | Reduced |
| Cape Investment Advisory, Inc. | 4,002 | $948.5K | 0.93% | +203+5.3% | Added |
| Spire Wealth Management | 4,026 | $954.1K | 0.03% | −8,120−66.9% | Reduced |
| BluePath Capital Management, LLC | 4,026 | $954.3K | 0.70% | +617+18.1% | Added |
| Brian Low Financial Group, LLC | 4,034 | $956.1K | 0.74% | −344−7.9% | Reduced |
| Stableford Capital II LLC | 4,040 | $957.5K | 0.35% | −27−0.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,058 | $961.7K | 0.05% | −913−18.4% | Reduced |
| North Star Investment Management Corp. | 4,059 | $961.9K | 0.06% | +30+0.7% | Added |
| Key Client Fiduciary Advisors, LLC | 4,061 | $962.4K | 0.32% | −95−2.3% | Reduced |
| BSW Wealth Partners | 4,078 | $966.5K | 0.12% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 4,079 | $966.8K | 0.41% | +25+0.6% | Added |
| LCM Capital Management Inc | 4,082 | $967.5K | 0.46% | −101−2.4% | Reduced |
| Payden & Rygel | 4,100 | $972.0K | 0.08% | +700+20.6% | Added |
| Focus Financial Network, Inc. | 4,102 | $972.2K | 0.03% | +761+22.8% | Added |
| Capital Markets Trading UK LLP | 4,129 | $979.0K | 1.00% | +4,129 | New |
| First Business Financial Services, Inc. | 4,139 | $980.9K | 0.09% | −137−3.2% | Reduced |
| Salem Investment Counselors Inc | 4,139 | $981.8K | 0.03% | −189−4.4% | Reduced |
| Aspiriant, LLC | 4,150 | $983.5K | 0.03% | −930−18.3% | Reduced |
| West Family Investments, Inc. | 4,163 | $986.6K | 0.22% | +287+7.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 4,164 | $986.8K | 0.34% | −87−2.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,170 | $988.3K | 0.21% | −29−0.7% | Reduced |
| Arete Wealth Advisors, LLC | 4,173 | $990.0K | 0.06% | −4,227−50.3% | Reduced |
| Shum Financial Group, Inc. | 4,188 | $992.6K | 0.74% | +4,188 | New |
| Octavia Wealth Advisors, LLC | 4,184 | $993.3K | 0.10% | +38+0.9% | Added |
| Richards, Merrill & Peterson, Inc. | 4,193 | $993.8K | 0.43% | +26+0.6% | Added |
| Valmark Advisers, Inc. | 4,197 | $994.6K | 0.01% | +393+10.3% | Added |
| Strait & Sound Wealth Management LLC | 4,202 | $995.8K | 0.38% | +49+1.2% | Added |
| Minot DeBlois Advisors LLC | 4,205 | $996.7K | 0.90% | +260+6.6% | Added |
| Doliver Advisors, LP | 4,208 | $997.3K | 0.26% | +22+0.5% | Added |
| Wincap Financial LLC | 4,224 | $1.00M | 0.69% | +288+7.3% | Added |