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 |
|---|---|---|---|---|---|
| Argent Advisors, Inc. | 5,923 | $1.40M | 0.41% | +497+9.2% | Added |
| Ramirez Asset Management, Inc. | 5,949 | $1.41M | 0.20% | +225+3.9% | Added |
| 111 Capital | 5,959 | $1.41M | 0.27% | −13,822−69.9% | Reduced |
| Motiv8 Investments LLC | 5,966 | $1.41M | 0.75% | +2,038+51.9% | Added |
| Arrowroot Family Office, LLC | 5,996 | $1.42M | 0.57% | +441+7.9% | Added |
| Ardsley Advisory Partners LP | 6,000 | $1.42M | 0.22% | +6,000 | New |
| TRUE Private Wealth Advisors | 6,008 | $1.42M | 0.15% | −22−0.4% | Reduced |
| FLC Capital Advisors | 6,009 | $1.42M | 0.28% | +286+5.0% | Added |
| Park Place Capital Corp | 6,039 | $1.43M | 0.30% | −65−1.1% | Reduced |
| Richard Bernstein Advisors LLC | 6,045 | $1.43M | 0.04% | −7,157−54.2% | Reduced |
| Avantax Planning Partners, Inc. | 6,051 | $1.43M | 0.04% | +1,280+26.8% | Added |
| Sphera Management Technology Funds Ltd | 6,060 | $1.44M | 0.73% | 00.0% | Unchanged |
| Cypress Capital Group | 6,069 | $1.44M | 0.17% | +30+0.5% | Added |
| Invst, LLC | 6,071 | $1.44M | 0.16% | −487−7.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,077 | $1.44M | 0.09% | +268+4.6% | Added |
| Delta Financial Advisors LLC | 6,091 | $1.44M | 0.41% | −10.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,100 | $1.45M | 0.38% | −900−12.9% | Reduced |
| Gen-Wealth Partners Inc | 6,101 | $1.45M | 0.49% | +1,576+34.8% | Added |
| Orrstown Financial Services Inc | 6,107 | $1.45M | 0.25% | −1,188−16.3% | Reduced |
| Nilsine Partners, LLC | 6,124 | $1.45M | 0.13% | −373−5.7% | Reduced |
| Navalign, LLC | 6,136 | $1.45M | 0.38% | −1,261−17.0% | Reduced |
| Wright Investors Service Inc | 6,139 | $1.45M | 0.42% | +1,848+43.1% | Added |
| Grant Private Wealth Management Inc | 6,151 | $1.46M | 0.90% | +6,151 | New |
| BCJ Capital Management, LLC | 6,158 | $1.46M | 0.09% | +1,388+29.1% | Added |
| Mirabaud & Cie SA | 6,165 | $1.46M | 0.46% | −530−7.9% | Reduced |
| Ausdal Financial Partners, Inc. | 6,180 | $1.46M | 0.07% | +2,059+50.0% | Added |
| Burns J W & Co Inc | 6,184 | $1.47M | 0.17% | −590−8.7% | Reduced |
| Bard Financial Services, Inc. | 6,200 | $1.47M | 0.16% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 6,207 | $1.47M | 0.29% | +625+11.2% | Added |
| Elefante Mark B | 6,210 | $1.47M | 0.94% | +1,801+40.8% | Added |
| Cornerstone National Bank & Trust Co | 6,212 | $1.47M | 0.60% | +39+0.6% | Added |
| Tealwood Asset Management Inc | 6,217 | $1.47M | 0.60% | −7−0.1% | Reduced |
| Grandview Asset Management LLC | 6,219 | $1.47M | 0.41% | −570−8.4% | Reduced |
| Journey Strategic Wealth LLC | 6,225 | $1.48M | 0.04% | +67+1.1% | Added |
| Mainstay Capital Management LLC | 6,227 | $1.48M | 0.15% | −5,307−46.0% | Reduced |
| Evoke Wealth, LLC | 6,224 | $1.48M | 0.03% | −514−7.6% | Reduced |
| 1st Source Bank | 6,241 | $1.48M | 0.08% | −239−3.7% | Reduced |
| First Pacific Financial | 6,244 | $1.48M | 0.21% | −707−10.2% | Reduced |
| Augustine Asset Management Inc | 6,249 | $1.48M | 0.30% | +21+0.3% | Added |
| Highland Capital Management, LLC | 6,256 | $1.48M | 0.07% | −1,504−19.4% | Reduced |
| IMA Wealth, Inc. | 6,265 | $1.49M | 0.15% | −72−1.1% | Reduced |
| Wealth Alliance | 6,289 | $1.49M | 0.15% | −2,367−27.3% | Reduced |
| NorthStar Asset Management LLC | 6,289 | $1.49M | 0.71% | +82+1.3% | Added |
| Icapital Wealth LLC | 6,292 | $1.49M | 0.82% | −1,259−16.7% | Reduced |
| Ancora Advisors, LLC | 6,301 | $1.49M | 0.03% | −1,662−20.9% | Reduced |
| Mainstream Capital Management LLC | 6,311 | $1.50M | 0.99% | −140−2.2% | Reduced |
| Ellevest, Inc. | 6,317 | $1.50M | 0.21% | +8+0.1% | Added |
| Lineweaver Wealth Advisors, LLC | 6,324 | $1.50M | 0.22% | −114−1.8% | Reduced |
| Canopy Partners, LLC | 6,327 | $1.50M | 0.50% | −5−0.1% | Reduced |
| Chickasaw Capital Management LLC | 6,330 | $1.50M | 0.06% | −1,570−19.9% | Reduced |
| Keel Point, LLC | 6,352 | $1.51M | 0.09% | −367−5.5% | Reduced |
| GraniteShares Advisors LLC | 6,355 | $1.51M | 0.87% | +362+6.0% | Added |
| Berkshire Bank | 6,385 | $1.51M | 0.33% | −451−6.6% | Reduced |
| Saturna Capital CORP | 6,386 | $1.51M | 0.02% | −375−5.5% | Reduced |
| Dempze Nancy E | 6,395 | $1.52M | 0.83% | +888+16.1% | Added |
| St. Johns Investment Management Company, LLC | 6,415 | $1.52M | 0.65% | −508−7.3% | Reduced |
| SWP Investment Management LLC | 6,459 | $1.53M | 1.50% | −1,366−17.5% | Reduced |
| Boston Private Wealth LLC | 6,463 | $1.53M | 0.08% | −2,502−27.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,472 | $1.53M | 0.12% | −920−12.4% | Reduced |
| NBC Securities, Inc. | 6,494 | $1.54M | 0.12% | −4,624−41.6% | Reduced |
| Choate Investment Advisors | 6,504 | $1.54M | 0.03% | +797+14.0% | Added |
| Rossmore Private Capital | 6,514 | $1.54M | 0.17% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 6,515 | $1.55M | 0.52% | +292+4.7% | Added |
| Paragon Private Wealth Management, LLC | 6,530 | $1.55M | 0.51% | +910+16.2% | Added |
| Coastline Trust Co | 6,531 | $1.55M | 0.17% | −209−3.1% | Reduced |
| Portside Wealth Group, LLC | 6,542 | $1.55M | 0.22% | +968+17.4% | Added |
| Charter Oak Capital Management, LLC | 6,546 | $1.55M | 0.12% | +4+0.1% | Added |
| Paradigm Asset Management Co LLC | 6,550 | $1.55M | 0.36% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 6,595 | $1.56M | 0.57% | +5,463+482.6% | Added |
| VELA Investment Management, LLC | 6,597 | $1.56M | 0.45% | +1,905+40.6% | Added |
| 1776 Wealth LLC | 6,610 | $1.57M | 0.60% | −46−0.7% | Reduced |
| Morangie Management LLC | 6,621 | $1.57M | 1.36% | +46+0.7% | Added |
| Tounjian Advisory Partners, LLC | 6,634 | $1.57M | 0.53% | −5,242−44.1% | Reduced |
| Goelzer Investment Management, Inc. | 6,679 | $1.58M | 0.08% | −682−9.3% | Reduced |
| Camden Capital, LLC | 6,683 | $1.58M | 0.11% | −55−0.8% | Reduced |
| Regatta Capital Group, LLC | 6,741 | $1.60M | 0.25% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 6,743 | $1.60M | 0.24% | −492−6.8% | Reduced |
| Prosperity Financial Group, Inc. | 6,780 | $1.61M | 0.59% | +5,552+452.1% | Added |
| Northstar Group, Inc. | 6,782 | $1.61M | 0.23% | −20−0.3% | Reduced |
| Okabena Investment Services Inc | 6,791 | $1.61M | 0.31% | +1,718+33.9% | Added |
| Larson Financial Group LLC | 6,801 | $1.61M | 0.06% | +2,561+60.4% | Added |
| GFS Advisors, LLC | 6,818 | $1.62M | 0.21% | +5,574+448.1% | Added |
| Convergence Financial, LLC | 6,841 | $1.62M | 0.24% | +309+4.7% | Added |
| JT Stratford LLC | 6,866 | $1.63M | 0.22% | −480−6.5% | Reduced |
| Nautilus Advisors LLC | 6,873 | $1.63M | 1.10% | +10.0% | Added |
| Strengthening Families & Communities, LLC | 6,807 | $1.63M | 0.36% | +414+6.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,882 | $1.63M | 0.49% | +104+1.5% | Added |
| Brandywine Managers, LLC | 6,913 | $1.64M | 1.57% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 6,917 | $1.64M | 0.24% | +5,494+386.1% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,915 | $1.64M | 0.74% | +11+0.2% | Added |
| Cooper Financial Group | 6,929 | $1.64M | 0.18% | −875−11.2% | Reduced |
| Fulcrum Asset Management LLP | 6,931 | $1.64M | 0.46% | −193−2.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,935 | $1.64M | 0.37% | −1,733−20.0% | Reduced |
| Intrust Bank NA | 6,963 | $1.65M | 0.14% | −556−7.4% | Reduced |
| Allen Investment Management LLC | 6,973 | $1.65M | 0.02% | −36−0.5% | Reduced |
| Harbor Investment Advisory, LLC | 23,631 | $1.66M | 0.14% | −2,695−10.2% | Reduced |
| Delaney Dennis R | 7,005 | $1.66M | 0.83% | −97−1.4% | Reduced |
| Field & Main Bank | 7,022 | $1.66M | 0.49% | −695−9.0% | Reduced |
| Davy Global Fund Management Ltd | 7,043 | $1.67M | 0.11% | +4,037+134.3% | Added |
| Signature Wealth Management Group | 7,055 | $1.67M | 0.65% | −72−1.0% | Reduced |