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 |
|---|---|---|---|---|---|
| Exit Wealth Advisors, LLC. | 7,069 | $1.68M | 1.12% | +7,069 | New |
| LMG Wealth Partners, LLC | 7,073 | $1.68M | 0.31% | +709+11.1% | Added |
| Greenup Street Wealth Management LLC | 7,097 | $1.68M | 0.26% | +7,097 | New |
| Steel Peak Wealth Management LLC | 7,141 | $1.70M | 0.06% | +701+10.9% | Added |
| Heritage Wealth Management, Inc. | 7,172 | $1.70M | 0.50% | +4,537+172.2% | Added |
| Great Lakes Retirement, Inc. | 7,180 | $1.70M | 0.19% | −3,616−33.5% | Reduced |
| TSFG, LLC | 7,210 | $1.71M | 0.27% | −38−0.5% | Reduced |
| BankPlus Trust Department | 7,213 | $1.71M | 0.46% | +145+2.1% | Added |
| Oak Harbor Wealth Partners, LLC | 7,216 | $1.71M | 0.42% | −1,691−19.0% | Reduced |
| Unique Wealth Strategies, LLC | 7,224 | $1.71M | 0.67% | +2,311+47.0% | Added |
| Private Trust Co NA | 7,243 | $1.72M | 0.15% | −2,202−23.3% | Reduced |
| Voya Financial Advisors, Inc. | 7,063 | $1.73M | 0.17% | −403−5.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,303 | $1.73M | 0.05% | +134+1.9% | Added |
| Center for Financial Planning, Inc. | 7,362 | $1.74M | 0.19% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 7,364 | $1.75M | 0.25% | +156+2.2% | Added |
| Dover Advisors, LLC | 7,356 | $1.75M | 0.70% | −543−6.9% | Reduced |
| Kentucky Trust Co | 7,370 | $1.75M | 0.95% | +35+0.5% | Added |
| Great Lakes Advisors, LLC | 7,374 | $1.75M | 0.01% | −33,981−82.2% | Reduced |
| Teamwork Financial Advisors, LLC | 7,378 | $1.75M | 0.19% | +2,577+53.7% | Added |
| VCI Wealth Management LLC | 7,390 | $1.75M | 0.53% | +2,228+43.2% | Added |
| Atlas Brown,Inc. | 7,406 | $1.76M | 0.52% | +244+3.4% | Added |
| Fulton Breakefield Broenniman LLC | 7,407 | $1.76M | 0.11% | −48,851−86.8% | Reduced |
| Cardiff Park Advisors, LLC | 7,442 | $1.76M | 0.14% | +18+0.2% | Added |
| Stonegate Investment Group, LLC | 7,469 | $1.77M | 0.04% | −1,010−11.9% | Reduced |
| Bangor Savings Bank | 7,483 | $1.77M | 0.15% | +263+3.6% | Added |
| Nicolet Bankshares Inc | 7,499 | $1.78M | 0.29% | −165−2.2% | Reduced |
| West Branch Capital LLC | 7,535 | $1.79M | 0.47% | +803+11.9% | Added |
| Koshinski Asset Management, Inc. | 7,553 | $1.79M | 0.12% | −123−1.6% | Reduced |
| GAM Holding AG | 7,563 | $1.79M | 0.11% | +1,942+34.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,573 | $1.79M | 0.09% | +122+1.6% | Added |
| Beaumont Asset Management, L.L.C. | 7,652 | $1.81M | 0.91% | −75−1.0% | Reduced |
| Econ Financial Services Corp | 7,670 | $1.82M | 0.91% | +2,431+46.4% | Added |
| Sovran Advisors, LLC | 7,103 | $1.82M | 0.16% | +2,116+42.4% | Added |
| Applied Finance Capital Management, LLC | 7,704 | $1.83M | 0.13% | −1,198−13.5% | Reduced |
| Central Valley Advisors, LLC | 7,704 | $1.83M | 0.57% | −206−2.6% | Reduced |
| Arista Wealth Management, LLC | 7,714 | $1.83M | 0.23% | +18+0.2% | Added |
| Charter Research & Investment Group, Inc. | 7,762 | $1.84M | 1.27% | −100−1.3% | Reduced |
| HF Advisory Group, LLC | 7,774 | $1.84M | 0.68% | +1,388+21.7% | Added |
| iA Global Asset Management Inc. | 7,806 | $1.85M | 0.03% | −38,544−83.2% | Reduced |
| Savvy Advisors, Inc. | 7,836 | $1.86M | 0.09% | +510+7.0% | Added |
| Harfst & Associates, Inc. | 7,855 | $1.86M | 0.34% | +109+1.4% | Added |
| Signet Financial Management, LLC | 7,857 | $1.86M | 0.22% | −45−0.6% | Reduced |
| Kampmann Melissa S. | 7,869 | $1.86M | 1.36% | −545−6.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,901 | $1.87M | 0.11% | −1,015−11.4% | Reduced |
| First County Bank | 7,916 | $1.88M | 0.96% | +234+3.0% | Added |
| Shepherd Financial Partners LLC | 7,926 | $1.88M | 0.18% | −56−0.7% | Reduced |
| WP Advisors, LLC | 7,929 | $1.88M | 0.48% | +434+5.8% | Added |
| AMG National Trust Bank | 7,967 | $1.89M | 0.05% | +530+7.1% | Added |
| SageView Advisory Group, LLC | 7,967 | $1.89M | 0.07% | −2,083−20.7% | Reduced |
| Caliber Wealth Management, LLC | 7,970 | $1.89M | 0.21% | +1,272+19.0% | Added |
| KCM Investment Advisors LLC | 7,982 | $1.89M | 0.06% | −5,588−41.2% | Reduced |
| Wealthspire Advisors, LLC | 7,987 | $1.89M | 0.01% | −1,545−16.2% | Reduced |
| Aaron Wealth Advisors | 8,047 | $1.91M | 0.12% | +1,374+20.6% | Added |
| Little House Capital LLC | 8,078 | $1.91M | 0.44% | −1,408−14.8% | Reduced |
| WSFS Capital Management, LLC | 8,088 | $1.92M | 0.10% | +842+11.6% | Added |
| RMR Wealth Builders | 8,089 | $1.92M | 0.16% | −1,421−14.9% | Reduced |
| Heritage Trust Co | 8,091 | $1.92M | 0.20% | +59+0.7% | Added |
| Elmwood Wealth Management, Inc. | 8,106 | $1.92M | 0.68% | +105+1.3% | Added |
| South Dakota Investment Council | 8,128 | $1.93M | 0.04% | +200+2.5% | Added |
| Venturi Wealth Management, LLC | 8,183 | $1.94M | 0.09% | −1,560−16.0% | Reduced |
| Sowell Financial Services LLC | 8,185 | $1.94M | 0.07% | −1,400−14.6% | Reduced |
| Union Bancaire Privee, UBP SA | 7,573 | $1.94M | 0.04% | −167,481−95.7% | Reduced |
| Agate Pass Investment Management, LLC | 8,208 | $1.95M | 0.74% | −2,814−25.5% | Reduced |
| Bridgeway Capital Management, LLC | 8,290 | $1.96M | 0.04% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 8,316 | $1.97M | 0.63% | +634+8.3% | Added |
| Blackhawk Capital Partners LLC. | 8,343 | $1.98M | 0.77% | +6,339+316.3% | Added |
| DeDora Capital, Inc. | 8,356 | $1.98M | 0.48% | −176−2.1% | Reduced |
| Steinberg Asset Management LLC | 8,348 | $1.98M | 1.42% | 00.0% | Unchanged |
| Weaver Capital Management LLC | 8,385 | $1.99M | 0.43% | +680+8.8% | Added |
| Umpqua Bank | 8,423 | $1.99M | 0.56% | +111+1.3% | Added |
| Krane Funds Advisors LLC | 8,197 | $1.99M | 0.06% | +5,172+171.0% | Added |
| Cove Private Wealth, LLC | 8,416 | $1.99M | 0.63% | +25+0.3% | Added |
| Syon Capital LLC | 8,440 | $2.00M | 0.11% | +1,441+20.6% | Added |
| Orin Green Financial, LLC | 8,461 | $2.01M | 0.80% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 8,501 | $2.01M | 0.46% | −497−5.5% | Reduced |
| Power Wealth Management LLC | 8,544 | $2.02M | 0.74% | +552+6.9% | Added |
| Dana Investment Advisors, Inc. | 8,565 | $2.03M | 0.06% | −7,204−45.7% | Reduced |
| Pinnacle Holdings, LLC | 8,567 | $2.03M | 0.71% | −48−0.6% | Reduced |
| J. Safra Sarasin Holding AG | 8,524 | $2.03M | 0.03% | −28,654−77.1% | Reduced |
| AlphaCore Capital LLC | 8,585 | $2.04M | 0.07% | +1,298+17.8% | Added |
| Herbst Group, LLC | 8,621 | $2.04M | 1.27% | −504−5.5% | Reduced |
| Leelyn Smith, LLC | 8,633 | $2.05M | 0.31% | +765+9.7% | Added |
| Wellington Shields Capital Management, LLC | 8,660 | $2.05M | 0.31% | −3,606−29.4% | Reduced |
| Hudson Canyon Capital Management | 7,855 | $2.05M | 1.18% | +686+9.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 8,695 | $2.06M | 0.64% | +74+0.9% | Added |
| Nelson Capital Management, LLC | 8,715 | $2.07M | 0.25% | +26+0.3% | Added |
| Portfolio Design Labs, LLC | 8,720 | $2.07M | 0.35% | +8,720 | New |
| Future Fund LLC | 8,723 | $2.07M | 0.73% | +735+9.2% | Added |
| Notis-McConarty Edward | 8,754 | $2.07M | 0.97% | +2,192+33.4% | Added |
| Ameritas Investment Partners, Inc. | 8,774 | $2.08M | 0.06% | −342−3.8% | Reduced |
| Mirador Capital Partners LP | 8,815 | $2.09M | 0.30% | +178+2.1% | Added |
| Pictet North America Advisors SA | 8,816 | $2.09M | 0.20% | −10−0.1% | Reduced |
| Clear Harbor Asset Management, LLC | 8,830 | $2.09M | 0.15% | −218−2.4% | Reduced |
| Citizens & Northern Corp | 8,850 | $2.10M | 0.52% | +29+0.3% | Added |
| Processus Wealth & Capital Management, LLC | 8,865 | $2.10M | 1.51% | −1,025−10.4% | Reduced |
| Thompson Investment Management, Inc. | 8,883 | $2.11M | 0.28% | +7,863+770.9% | Added |
| Jamison Private Wealth Management, Inc. | 8,889 | $2.11M | 0.27% | +1,306+17.2% | Added |
| StoneX Group Inc. | 8,941 | $2.12M | 0.09% | +248+2.9% | Added |
| FOCUS Wealth Advisors, LLC | 8,958 | $2.12M | 1.02% | +999+12.6% | Added |
| Welch & Forbes LLC | 8,972 | $2.13M | 0.03% | −281−3.0% | Reduced |