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; 2,492 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
- 2,816
- −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
- 1,159 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Promus Capital, LLC | 86 | $20.4K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 79 | $20.9K | 0.01% | −147−65.0% | Reduced |
| Access Investment Management LLC | 89 | $21.1K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 89 | $21.1K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 90 | $21.3K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 84 | $21.5K | 0.00% | −2−2.3% | Reduced |
| Asset Planning,Inc | 93 | $22.0K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 93 | $22.1K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 94 | $22.2K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 94 | $22.3K | 0.00% | −7,016−98.7% | Reduced |
| Collier Financial | 95 | $22.5K | 0.02% | +95 | New |
| Cherry Tree Wealth Management, LLC | 95 | $22.5K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 95 | $22.5K | 0.00% | +95 | New |
| Hopwood Financial Services, Inc. | 95 | $22.5K | 0.02% | +95 | New |
| Operose Advisors LLC | 96 | $22.8K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 97 | $22.9K | 0.01% | +10+11.5% | Added |
| Signature Resources Capital Management, LLC | 98 | $23.2K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 100 | $23.7K | 0.01% | −105−51.2% | Reduced |
| Tacita Capital Inc | 100 | $23.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 100 | $23.7K | 0.02% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 100 | $23.7K | 0.02% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 101 | $23.9K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 100 | $23.9K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 102 | $24.2K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 103 | $24.4K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 103 | $24.4K | 0.01% | +103 | New |
| Tradewinds Capital Management, LLC | 107 | $25.4K | 0.01% | +18+20.2% | Added |
| Marquette Asset Management, LLC | 108 | $25.6K | 0.00% | +108 | New |
| Barrett & Company, Inc. | 110 | $26.1K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 111 | $26.3K | 0.01% | −12−9.8% | Reduced |
| Aspect Partners, LLC | 112 | $26.5K | 0.01% | +4+3.7% | Added |
| TD Capital Management LLC | 112 | $26.6K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 113 | $26.9K | 0.01% | +14+14.1% | Added |
| Kilter Group LLC | 116 | $27.5K | 0.01% | −37−24.2% | Reduced |
| Kathleen S. Wright Associates Inc. | 117 | $27.7K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 117 | $27.7K | 0.01% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 118 | $28.0K | 0.01% | +118 | New |
| Clear Investment Research, LLC | 118 | $28.1K | 0.04% | −11−8.5% | Reduced |
| Core Alternative Capital | 123 | $29.2K | 0.01% | −68−35.6% | Reduced |
| Quaker Wealth Management, LLC | 124 | $29.4K | 0.01% | −2−1.6% | Reduced |
| Maseco LLP | 126 | $29.7K | 0.00% | +1+0.8% | Added |
| Retirement Wealth Solutions LLC | 126 | $29.8K | 0.02% | −32−20.3% | Reduced |
| IAG Wealth Partners, LLC | 130 | $30.8K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 135 | $32.0K | 0.01% | −350−72.2% | Reduced |
| VSM Wealth Advisory, LLC | 135 | $32.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 137 | $32.5K | 0.00% | +8+6.2% | Added |
| Glass Jacobson Investment Advisors llc | 140 | $33.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 145 | $34.5K | 0.00% | +7+5.1% | Added |
| CBIZ Investment Advisory Services, LLC | 147 | $34.9K | 0.00% | +14+10.5% | Added |
| Pacifica Partners Inc. | 149 | $35.1K | 0.01% | +5+3.5% | Added |
| Raleigh Capital Management Inc. | 149 | $35.4K | 0.01% | −611−80.4% | Reduced |
| Bank of New Hampshire | 160 | $37.9K | 0.01% | −70−30.4% | Reduced |
| Graney & King, LLC | 161 | $38.3K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 163 | $38.6K | 0.01% | +12+7.9% | Added |
| Measured Wealth Private Client Group, LLC | 163 | $38.6K | 0.01% | +163 | New |
| GHP Investment Advisors, Inc. | 164 | $39.0K | 0.00% | −30−15.5% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 163 | $39.0K | 0.00% | −1−0.6% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 165 | $39.1K | 0.01% | 00.0% | Unchanged |
| Saranac Partners Ltd | 168 | $39.8K | 0.01% | +168 | New |
| Team Financial Group, LLC | 170 | $40.4K | 0.02% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 175 | $41.4K | 0.01% | +1+0.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 176 | $41.5K | 0.03% | −16−8.3% | Reduced |
| Kings Path Partners LLC | 176 | $41.7K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 178 | $42.2K | 0.01% | +94+111.9% | Added |
| Gables Capital Management Inc. | 181 | $42.9K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 158 | $43.4K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 187 | $44.3K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 188 | $44.6K | 0.01% | +150+394.7% | Added |
| Bank & Trust Co | 190 | $45.0K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 197 | $46.7K | 0.05% | +32+19.4% | Added |
| SWAN Capital LLC | 202 | $47.9K | 0.02% | −3−1.5% | Reduced |
| Hartford Financial Management Inc. | 202 | $47.9K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 202 | $48.0K | 0.03% | +35+21.0% | Added |
| McIlrath & Eck, LLC | 205 | $48.6K | 0.01% | −14−6.4% | Reduced |
| Howard Hughes Medical Institute | 206 | $48.8K | 0.03% | 00.0% | Unchanged |
| Tidemark, LLC | 210 | $49.8K | 0.01% | +6+2.9% | Added |
| Plante Moran Financial Advisors, LLC | 210 | $49.8K | 0.00% | +21+11.1% | Added |
| Transamerica Financial Advisors, Inc. | 211 | $50.0K | 0.00% | +148+234.9% | Added |
| Pacific Center for Financial Services | 211 | $50.0K | 0.01% | −20−8.7% | Reduced |
| MTM Investment Management, LLC | 215 | $51.0K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 217 | $51.4K | 0.01% | −171−44.1% | Reduced |
| Delta Asset Management LLC | 217 | $51.4K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 218 | $51.7K | 0.03% | +218 | New |
| RMG Wealth Management LLC | 200 | $52.0K | 0.01% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 220 | $52.1K | 0.02% | +220 | New |
| CGC Financial Services, LLC | 223 | $52.9K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 231 | $54.7K | 0.01% | −102−30.6% | Reduced |
| Colonial Trust Advisors | 231 | $54.8K | 0.00% | −51−18.1% | Reduced |
| ZRC Wealth Management, LLC | 233 | $55.2K | 0.02% | +68+41.2% | Added |
| REAP Financial Group, LLC | 237 | $56.2K | 0.01% | −77−24.5% | Reduced |
| Turning Point Benefit Group, Inc. | 260 | $61.3K | 0.04% | +260 | New |
| Financial Connections Group, Inc. | 263 | $62.0K | 0.02% | −200−43.2% | Reduced |
| Proathlete Wealth Management LLC | 262 | $62.2K | 0.02% | +2+0.8% | Added |
| Rosenberg Matthew Hamilton | 268 | $63.5K | 0.01% | −24−8.2% | Reduced |
| Crews Bank & Trust | 271 | $64.2K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 271 | $64.3K | 0.00% | +163+150.9% | Added |
| Stone House Investment Management, LLC | 273 | $64.6K | 0.01% | −12−4.2% | Reduced |
| Prestige Wealth Management Group LLC | 273 | $64.8K | 0.01% | −19−6.5% | Reduced |
| Rational Advisors LLC | 278 | $65.9K | 0.01% | +26+10.3% | Added |
| Essential Partners LLC | 279 | $66.1K | 0.02% | −997−78.1% | Reduced |