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 |
|---|---|---|---|---|---|
| Mitchell McLeod Pugh & Williams Inc | 3,956 | $1.01M | 0.16% | +650+19.7% | Added |
| LOM Asset Management Ltd | 4,264 | $1.01M | 0.31% | −1,951−31.4% | Reduced |
| Integrated Quantitative Investments LLC | 4,270 | $1.01M | 0.29% | +7+0.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,282 | $1.01M | 0.09% | +1,037+32.0% | Added |
| Ipswich Investment Management Co., Inc. | 4,283 | $1.02M | 0.24% | +113+2.7% | Added |
| JNBA Financial Advisors | 4,286 | $1.02M | 0.09% | −16−0.4% | Reduced |
| Byrne Asset Management LLC | – | $1.02M | 0.63% | – | – |
| Liberty One Investment Management, LLC | 4,289 | $1.02M | 0.06% | +1,078+33.6% | Added |
| Prudent Man Advisors, LLC | 4,296 | $1.02M | 0.38% | −550−11.3% | Reduced |
| Creative Financial Designs Inc | 4,302 | $1.02M | 0.07% | +2,122+97.3% | Added |
| Worth Financial Advisory Group, LLC | 4,318 | $1.02M | 0.57% | −32−0.7% | Reduced |
| Brookwood Investment Group LLC | 4,320 | $1.02M | 0.13% | +1,243+40.4% | Added |
| Roman Butler Fullerton & Co | 4,072 | $1.02M | 0.27% | +564+16.1% | Added |
| United Community Bank | 4,324 | $1.02M | 0.32% | +545+14.4% | Added |
| Quadcap Wealth Management, LLC | 4,332 | $1.03M | 0.12% | −1,774−29.1% | Reduced |
| Prostatis Group LLC | 4,336 | $1.03M | 0.26% | +695+19.1% | Added |
| Crux Wealth Advisors | 4,350 | $1.03M | 0.41% | −99−2.2% | Reduced |
| Nabity-Jensen Investment Management Inc | 4,357 | $1.03M | 0.72% | −101−2.3% | Reduced |
| L2 Asset Management, LLC | 4,359 | $1.03M | 0.15% | +189+4.5% | Added |
| Quantum Private Wealth, LLC | 4,373 | $1.04M | 0.30% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,377 | $1.04M | 0.07% | −220−4.8% | Reduced |
| Cornercap Investment Counsel Inc | 4,385 | $1.04M | 0.52% | −70−1.6% | Reduced |
| Curated Wealth Partners LLC | 4,400 | $1.04M | 0.13% | +844+23.7% | Added |
| BancorpSouth Bank | 4,416 | $1.05M | 0.06% | +8+0.2% | Added |
| Alliance Wealth Advisors, LLC | 4,418 | $1.05M | 0.25% | +977+28.4% | Added |
| Baker Tilly Wealth Management, LLC | 4,431 | $1.05M | 0.24% | −35−0.8% | Reduced |
| Central Bank & Trust Co | 4,437 | $1.05M | 0.17% | −2,029−31.4% | Reduced |
| Aldebaran Financial Inc. | 4,446 | $1.05M | 1.05% | +270+6.5% | Added |
| Cornerstone Wealth Management, LLC | 4,448 | $1.05M | 0.06% | −28−0.6% | Reduced |
| Texas Bank & Trust Co | 4,457 | $1.06M | 0.40% | +739+19.9% | Added |
| Core Wealth Advisors, Inc. | 4,462 | $1.06M | 0.28% | −946−17.5% | Reduced |
| Icon Wealth Advisors, LLC | 4,463 | $1.06M | 0.07% | +1,006+29.1% | Added |
| Two Sigma Securities, LLC | 4,463 | $1.06M | 0.16% | +4,463 | New |
| Orion Capital Management LLC | 4,484 | $1.06M | 0.37% | −330−6.9% | Reduced |
| Sterling Investment Counsel, LLC | 4,487 | $1.06M | 0.34% | +3,147+234.9% | Added |
| MONECO Advisors, LLC | 4,489 | $1.06M | 0.09% | −35−0.8% | Reduced |
| Prana Capital Management, LP | 4,494 | $1.07M | 0.04% | +4,494 | New |
| Generali Investments, Management Co LLC | 4,514 | $1.07M | 0.22% | −8,601−65.6% | Reduced |
| Key Financial Inc | 4,556 | $1.07M | 0.20% | −36−0.8% | Reduced |
| Essex Savings Bank | 4,533 | $1.07M | 0.24% | −216−4.5% | Reduced |
| Delta Investment Management, LLC | 4,550 | $1.08M | 0.19% | +2,625+136.4% | Added |
| Prosperity Consulting Group, LLC | 4,550 | $1.08M | 0.05% | +263+6.1% | Added |
| Formidable Asset Management, LLC | 3,959 | $1.08M | 0.17% | +446+12.7% | Added |
| Palacios Wealth Management, LLC | 4,563 | $1.08M | 0.71% | −258−5.4% | Reduced |
| DRW Securities, LLC | 4,571 | $1.08M | 0.06% | −4,618−50.3% | Reduced |
| Gardner Lewis Asset Management L P | 4,575 | $1.08M | 0.28% | 00.0% | Unchanged |
| Michael B. Yongue | 4,586 | $1.09M | 0.77% | +136+3.1% | Added |
| Kirtland Hills Capital Management, LLC | 4,593 | $1.09M | 0.43% | −1,935−29.6% | Reduced |
| Options Solutions, LLC | 4,600 | $1.09M | 0.82% | −137−2.9% | Reduced |
| Valley Brook Capital Group | 4,605 | $1.09M | 0.73% | −364−7.3% | Reduced |
| PFG Advisors | 4,612 | $1.09M | 0.04% | +462+11.1% | Added |
| Fairscale Capital, LLC | 4,606 | $1.09M | 0.75% | −19−0.4% | Reduced |
| Sapient Capital LLC | 4,455 | $1.09M | 0.02% | −316−6.6% | Reduced |
| PFC Capital Group, Inc. | 4,619 | $1.09M | 0.46% | −2,491−35.0% | Reduced |
| Dearborn Partners LLC | 4,622 | $1.10M | 0.05% | 00.0% | Unchanged |
| Emprise Bank | 4,630 | $1.10M | 0.47% | −106−2.2% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,637 | $1.10M | 0.06% | +9+0.2% | Added |
| Harold Davidson & Associates Inc. | 4,638 | $1.10M | 0.50% | +199+4.5% | Added |
| GPS Wealth Strategies Group, LLC | 4,641 | $1.10M | 0.12% | −272−5.5% | Reduced |
| Anchor Investment Management, LLC | 4,646 | $1.10M | 0.09% | +602+14.9% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,650 | $1.10M | 0.58% | 00.0% | Unchanged |
| First United Bank Trust | 4,701 | $1.11M | 0.36% | +51+1.1% | Added |
| Navellier & Associates Inc | 4,708 | $1.12M | 0.11% | −122−2.5% | Reduced |
| Plancorp, LLC | 4,712 | $1.12M | 0.04% | −1,177−20.0% | Reduced |
| Rehmann Capital Advisory Group | 4,759 | $1.12M | 0.06% | −101−2.1% | Reduced |
| Legacy Private Trust Co. | 4,741 | $1.12M | 0.07% | +2,189+85.8% | Added |
| Legacy Capital Group California, Inc. | 4,748 | $1.13M | 0.29% | +1,448+43.9% | Added |
| Redmond Asset Management, LLC | 4,760 | $1.13M | 0.28% | −740−13.5% | Reduced |
| Montecito Bank & Trust | 4,761 | $1.13M | 0.18% | +4,761 | New |
| Quotient Wealth Partners, LLC | 4,780 | $1.13M | 0.03% | −292−5.8% | Reduced |
| Chapman Financial Group, LLC | 4,791 | $1.14M | 0.78% | +70+1.5% | Added |
| Werba Rubin Papier Wealth Management | 4,801 | $1.14M | 0.18% | −328−6.4% | Reduced |
| Cypress Advisory Group LLC | 4,806 | $1.14M | 0.84% | +2,037+73.6% | Added |
| Geneva Capital Management LLC | 4,815 | $1.14M | 0.02% | −182−3.6% | Reduced |
| Stonebrook Private Inc. | 4,832 | $1.15M | 0.25% | −373−7.2% | Reduced |
| bLong Financial, LLC | 4,833 | $1.15M | 0.80% | −71−1.4% | Reduced |
| HM Payson & Co | 4,849 | $1.15M | 0.02% | −1,081−18.2% | Reduced |
| Ted Buchan & Co | 4,852 | $1.15M | 0.45% | +26+0.5% | Added |
| Ironwood Investment Counsel, LLC | 4,859 | $1.15M | 0.17% | −159−3.2% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 4,867 | $1.15M | 0.40% | −68−1.4% | Reduced |
| Drive Wealth Management, LLC | 4,863 | $1.15M | 0.24% | −227−4.5% | Reduced |
| Raelipskie Partnership | 4,877 | $1.16M | 0.50% | −25−0.5% | Reduced |
| Angeles Wealth Management, LLC | 4,880 | $1.16M | 0.07% | −483−9.0% | Reduced |
| Lodestar Private Asset Management LLC | 4,887 | $1.16M | 0.12% | 00.0% | Unchanged |
| Aviso Financial Inc. | 4,890 | $1.16M | 0.05% | +10.0% | Added |
| Argyle Capital Partners, LLC | 4,897 | $1.16M | 0.83% | +1,933+65.2% | Added |
| Fire Capital Management LLC | 4,913 | $1.16M | 0.67% | +244+5.2% | Added |
| Interchange Capital Partners, LLC | 4,908 | $1.16M | 0.23% | +305+6.6% | Added |
| HBK Sorce Advisory LLC | 4,925 | $1.17M | 0.03% | −125−2.5% | Reduced |
| Soltis Investment Advisors LLC | 4,924 | $1.17M | 0.08% | +1,396+39.6% | Added |
| Meridian Financial Partners LLC | 4,859 | $1.17M | 0.49% | +176+3.8% | Added |
| Pictet Bank & Trust Ltd | 4,932 | $1.17M | 1.41% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 4,940 | $1.17M | 0.18% | −211−4.1% | Reduced |
| Everhart Financial Group, Inc. | 4,965 | $1.18M | 0.12% | −464−8.5% | Reduced |
| Alta Advisers Ltd | 4,970 | $1.18M | 0.36% | 00.0% | Unchanged |
| Chicago Trust Co NA | 4,991 | $1.18M | 0.16% | −2,239−31.0% | Reduced |
| Granite Investment Partners, LLC | 4,995 | $1.18M | 0.07% | −95−1.9% | Reduced |
| Ironwood Investment Management LLC | 4,997 | $1.18M | 0.52% | 00.0% | Unchanged |
| Kamunting Street Capital Management, L.P. | 5,000 | $1.19M | 0.88% | +5,000 | New |
| Bond & Devick Financial Network, Inc. | 5,022 | $1.19M | 0.36% | +655+15.0% | Added |