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 |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 5,023 | $1.19M | 0.14% | −978−16.3% | Reduced |
| Americana Partners, LLC | 5,031 | $1.19M | 0.04% | +1,606+46.9% | Added |
| Virtue Asset Management LLC | 5,035 | $1.19M | 0.98% | +5,035 | New |
| Financial Engines Advisors L.L.C. | 5,051 | $1.20M | 0.00% | −216−4.1% | Reduced |
| Westside Investment Management, Inc. | 5,063 | $1.20M | 0.19% | +173+3.5% | Added |
| Brucke Financial, Inc. | 4,609 | $1.20M | 0.70% | −60−1.3% | Reduced |
| New Century Financial Group, LLC | 5,069 | $1.20M | 2.14% | +5,069 | New |
| Allred Capital Management, LLC | 5,072 | $1.20M | 0.42% | +450+9.7% | Added |
| Birchbrook, Inc. | 5,077 | $1.20M | 0.62% | −197−3.7% | Reduced |
| Invera Wealth Advisors, LLC | 5,085 | $1.21M | 0.74% | +254+5.3% | Added |
| Central Pacific Bank - Trust Division | 5,113 | $1.21M | 0.15% | −6,023−54.1% | Reduced |
| 1248 Management, LLC | 5,110 | $1.21M | 0.68% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 5,125 | $1.21M | 0.07% | +352+7.4% | Added |
| Group One Trading, L.P. | 5,142 | $1.22M | 0.04% | −2,385−31.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,144 | $1.22M | 0.26% | −2,173−29.7% | Reduced |
| Capital Performance Advisors LLP | 5,169 | $1.23M | 0.20% | +653+14.5% | Added |
| Alphadyne Asset Management LP | 5,169 | $1.23M | 0.83% | +4,344+526.5% | Added |
| Old Point Trust & Financial Services N A | 5,172 | $1.23M | 0.40% | +1,050+25.5% | Added |
| Schmidt P J Investment Management Inc | 5,191 | $1.23M | 0.20% | −335−6.1% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 5,194 | $1.23M | 0.49% | +27+0.5% | Added |
| Terra Alpha Investments LLC | 5,219 | $1.24M | 1.26% | +5,219 | New |
| Renasant Bank | 5,222 | $1.24M | 0.79% | +116+2.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 5,227 | $1.24M | 1.09% | −6,355−54.9% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 5,232 | $1.24M | 0.81% | +1,375+35.6% | Added |
| Tred Avon Family Wealth, LLC | 5,232 | $1.24M | 0.43% | +5,232 | New |
| GKV Capital Management Co., Inc. | 5,250 | $1.24M | 0.49% | −600−10.3% | Reduced |
| Ashton Thomas Securities, LLC | 5,260 | $1.25M | 0.17% | −261−4.7% | Reduced |
| State of Wyoming | 5,277 | $1.25M | 0.14% | −998−15.9% | Reduced |
| 626 Financial, LLC | 5,278 | $1.25M | 0.55% | −143−2.6% | Reduced |
| Global X Japan Co., Ltd. | 5,280 | $1.25M | 0.11% | −864−14.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 5,306 | $1.26M | 0.04% | +1,218+29.8% | Added |
| Elyxium Wealth, LLC | 5,312 | $1.26M | 0.44% | −60−1.1% | Reduced |
| Redwood Investment Management, LLC | 5,319 | $1.26M | 0.14% | +5,319 | New |
| Carret Asset Management, LLC | 5,324 | $1.26M | 0.12% | +225+4.4% | Added |
| Trust Co | 5,325 | $1.26M | 0.13% | +5,287+13,913.2% | Added |
| ProVise Management Group, LLC | 5,341 | $1.27M | 0.09% | +304+6.0% | Added |
| St. Clair Advisors, LLC | 5,349 | $1.27M | 0.34% | +75+1.4% | Added |
| MainStreet Investment Advisors LLC | 5,358 | $1.27M | 0.17% | +4,313+412.7% | Added |
| KRS Capital Management, LLC | 5,365 | $1.27M | 0.77% | −16−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 5,369 | $1.27M | 0.05% | +2,358+78.3% | Added |
| Confluence Wealth Services, Inc. | 5,371 | $1.27M | 0.06% | −21−0.4% | Reduced |
| David Loasby | 5,320 | $1.28M | 0.10% | +3+0.1% | Added |
| Visionary Wealth Advisors | 5,383 | $1.28M | 0.06% | +41+0.8% | Added |
| Embree Financial Group | 5,389 | $1.28M | 0.17% | −473−8.1% | Reduced |
| Sage Mountain Advisors LLC | 5,392 | $1.28M | 0.07% | +587+12.2% | Added |
| Tower Trust & Investment Co | 5,400 | $1.28M | 0.86% | −338−5.9% | Reduced |
| Johnson Financial Group, Inc. | 5,391 | $1.28M | 0.05% | +1,135+26.7% | Added |
| Kepler Cheuvreux (Suisse) SA | 5,402 | $1.28M | 0.07% | +5,402 | New |
| Kaizen Financial Strategies | 5,351 | $1.28M | 0.58% | −906−14.5% | Reduced |
| Pitcairn Co | 5,404 | $1.28M | 0.10% | −3,798−41.3% | Reduced |
| PDS Planning, Inc | 5,405 | $1.28M | 0.09% | +292+5.7% | Added |
| Brown, Lisle/Cummings, Inc. | 5,417 | $1.28M | 0.33% | +130+2.5% | Added |
| Lazari Capital Management, Inc. | 5,419 | $1.28M | 0.43% | −45−0.8% | Reduced |
| Coastwise Capital Group, LLC | 5,426 | $1.29M | 0.90% | +234+4.5% | Added |
| Legal Advantage Investments, Inc. | 5,437 | $1.29M | 0.58% | 00.0% | Unchanged |
| Apella Capital, LLC | 5,239 | $1.29M | 0.03% | −36−0.7% | Reduced |
| Clare Market Investments LLC | 5,450 | $1.29M | 0.26% | +10.0% | Added |
| Viawealth, LLC | 5,461 | $1.29M | 0.71% | +198+3.8% | Added |
| Essex Financial Services, Inc. | 5,464 | $1.29M | 0.08% | +2,266+70.9% | Added |
| Headlands Technologies LLC | 5,467 | $1.30M | 0.10% | −5,887−51.8% | Reduced |
| Transcend Wealth Collective, LLC | 5,471 | $1.30M | 0.09% | −233−4.1% | Reduced |
| CMT Capital Markets Trading GmbH | 5,493 | $1.30M | 0.54% | −18,307−76.9% | Reduced |
| Perfromance Wealth Partners, LLC | 5,498 | $1.30M | 0.04% | −1,971−26.4% | Reduced |
| CNB Bank | 5,504 | $1.30M | 0.54% | +803+17.1% | Added |
| Asset Dedication, LLC | 5,505 | $1.30M | 0.09% | −440−7.4% | Reduced |
| Catalyst Financial Partners LLC | 5,506 | $1.30M | 0.16% | −32−0.6% | Reduced |
| DB Fitzpatrick & Co, Inc | 5,516 | $1.31M | 1.18% | +2,286+70.8% | Added |
| Ayrshire Capital Management LLC | 5,530 | $1.31M | 0.61% | −364−6.2% | Reduced |
| Stance Capital LLC | 5,535 | $1.31M | 0.48% | +548+11.0% | Added |
| Princeton Capital Management LLC | 5,539 | $1.31M | 0.35% | −104−1.8% | Reduced |
| Palumbo Wealth Management LLC | 5,805 | $1.32M | 0.42% | +331+6.0% | Added |
| Strategic Blueprint, LLC | 5,566 | $1.32M | 0.06% | −19,262−77.6% | Reduced |
| RFG Holdings, Inc. | 5,573 | $1.32M | 0.34% | +1,374+32.7% | Added |
| Malaga Cove Capital, LLC | 5,578 | $1.32M | 0.48% | +1,012+22.2% | Added |
| Parcion Private Wealth LLC | 5,584 | $1.32M | 0.08% | +315+6.0% | Added |
| Stablepoint Partners, LLC | 5,595 | $1.33M | 0.21% | −538−8.8% | Reduced |
| Capstone Triton Financial Group, LLC | 5,645 | $1.34M | 0.90% | +70+1.3% | Added |
| Thor Investment Management Inc | 5,655 | $1.34M | 0.81% | +92+1.7% | Added |
| Chemistry Wealth Management LLC | 5,682 | $1.35M | 0.26% | +851+17.6% | Added |
| DSG Capital Advisors, LLC | 5,683 | $1.35M | 0.21% | −512−8.3% | Reduced |
| Anb Bank | 5,696 | $1.35M | 0.55% | +847+17.5% | Added |
| Perennial Investment Advisors, LLC | 5,716 | $1.35M | 0.11% | −411−6.7% | Reduced |
| Ingalls & Snyder LLC | 5,736 | $1.36M | 0.04% | −762−11.7% | Reduced |
| Ballast, Inc. | 5,751 | $1.36M | 0.33% | +13+0.2% | Added |
| Bell Bank | 5,763 | $1.37M | 0.06% | +126+2.2% | Added |
| Scott & Selber, Inc. | 5,763 | $1.37M | 0.35% | −87−1.5% | Reduced |
| Guerra Pan Advisors, LLC | 5,778 | $1.37M | 0.83% | −71−1.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 5,779 | $1.37M | 0.70% | −8−0.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,790 | $1.37M | 0.07% | −980−14.5% | Reduced |
| Heartland Bank & Trust Co | 5,807 | $1.38M | 0.57% | −9−0.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5,804 | $1.38M | 0.28% | +3,286+130.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 5,696 | $1.38M | 0.01% | +3,400+148.1% | Added |
| Bowman & Co S.C. | 5,822 | $1.38M | 0.58% | −113−1.9% | Reduced |
| Prelude Capital Management, LLC | 5,860 | $1.39M | 0.11% | +5,860 | New |
| Littlejohn Financial Services, Inc. | 5,870 | $1.39M | 1.01% | −113−1.9% | Reduced |
| Lewis Asset Management, LLC | 5,872 | $1.39M | 0.57% | −124−2.1% | Reduced |
| Fiduciary Group LLC | 5,885 | $1.39M | 0.12% | −26−0.4% | Reduced |
| Gilbert & Cook, Inc. | 5,886 | $1.39M | 0.18% | +39+0.7% | Added |
| Mount Yale Investment Advisors, LLC | 5,879 | $1.40M | 0.10% | +2,814+91.8% | Added |
| Sound View Wealth Advisors Group, LLC | 5,889 | $1.40M | 0.10% | +13+0.2% | Added |