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 |
|---|---|---|---|---|---|
| Binnacle Investments Inc | 282 | $66.8K | 0.04% | +5+1.8% | Added |
| Northwest Capital Management Inc | 283 | $67.1K | 0.07% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 288 | $68.0K | 0.05% | −21−6.8% | Reduced |
| Financial Consulate, Inc | 291 | $68.9K | 0.01% | +291 | New |
| FWL Investment Management, LLC | 298 | $70.6K | 0.02% | −82−21.6% | Reduced |
| Bruce G. Allen Investments, LLC | 299 | $70.9K | 0.05% | −62−17.2% | Reduced |
| Red Tortoise LLC | 310 | $73.4K | 0.03% | −12−3.7% | Reduced |
| MB, Levis & Associates, LLC | 311 | $73.7K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 315 | $74.7K | 0.01% | −4−1.3% | Reduced |
| UMA Financial Services, Inc. | 318 | $75.4K | 0.01% | −40−11.2% | Reduced |
| Horizon Financial Services, LLC | 320 | $75.8K | 0.04% | +20+6.7% | Added |
| LFA - Lugano Financial Advisors SA | 326 | $77.3K | 0.04% | −4−1.2% | Reduced |
| Financial Perspectives, Inc | 327 | $77.6K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 331 | $78.4K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 332 | $78.7K | 0.02% | +19+6.1% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 323 | $79.2K | 0.00% | +323 | New |
| Smallwood Wealth Investment Management, LLC | 338 | $80.2K | 0.04% | −29−7.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 339 | $80.3K | 0.03% | −130−27.7% | Reduced |
| Guerra Advisors Inc | 339 | $80.4K | 0.03% | +339 | New |
| JCIC Asset Management Inc. | 340 | $80.6K | 0.03% | +340 | New |
| Consultiva Wealth Management, Corp. | 351 | $83.2K | 0.23% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 360 | $85.3K | 0.01% | −6,648−94.9% | Reduced |
| Wellington Shields & Co., LLC | 361 | $85.6K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 363 | $86.0K | 0.02% | +15+4.3% | Added |
| WPG Advisers, LLC | 363 | $86.0K | 0.07% | +64+21.4% | Added |
| AllSquare Wealth Management LLC | 368 | $87.2K | 0.05% | −750−67.1% | Reduced |
| N.E.W. Advisory Services LLC | 369 | $87.4K | 0.01% | +38+11.5% | Added |
| Goodman Advisory Group, LLC | 382 | $90.5K | 0.02% | −504−56.9% | Reduced |
| Private Wealth Management Group, LLC | 388 | $92.0K | 0.03% | +4+1.0% | Added |
| Evergreen Private Wealth LLC | 395 | $93.6K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 397 | $94.4K | 0.01% | −14−3.4% | Reduced |
| DHJJ Financial Advisors, Ltd. | 403 | $95.5K | 0.03% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 408 | $96.6K | 0.07% | +1+0.2% | Added |
| Atwood & Palmer Inc | 408 | $96.8K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 433 | $102.0K | 0.03% | +11+2.6% | Added |
| Arcadia Investment Management Corp | 445 | $105.5K | 0.02% | −425−48.9% | Reduced |
| Magellan Asset Management Ltd | 447 | $105.9K | 0.00% | −78,240−99.4% | Reduced |
| Beaird Harris Wealth Management, LLC | 448 | $106.3K | 0.01% | +11+2.5% | Added |
| Banque de Luxembourg S.A. | 460 | $109.0K | 0.06% | −91−16.5% | Reduced |
| Frazier Financial Advisors, LLC | 468 | $110.8K | 0.07% | +1+0.2% | Added |
| Vision Financial Markets LLC | 479 | $113.3K | 0.10% | +1+0.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 478 | $113.5K | 0.01% | +80+20.1% | Added |
| Salomon & Ludwin, LLC | 476 | $114.4K | 0.01% | +476 | New |
| Arlington Trust Co LLC | 486 | $115.2K | 0.02% | +13+2.7% | Added |
| Bell Investment Advisors, Inc | 491 | $116.4K | 0.02% | +14+2.9% | Added |
| Boreal Capital Management LLC | 492 | $117.0K | 0.09% | −392−44.3% | Reduced |
| JPL Wealth Management, LLC | 495 | $117.3K | 0.03% | +495 | New |
| 1620 Investment Advisors, Inc. | 498 | $118.0K | 0.08% | +389+356.9% | Added |
| Lattice Capital Management, LLC | 500 | $118.5K | 0.11% | −438−46.7% | Reduced |
| Optimum Investment Advisors | 500 | $118.5K | 0.05% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 508 | $120.4K | 0.03% | −10−1.9% | Reduced |
| Pandora Wealth, Inc. | 510 | $120.9K | 0.07% | −21−4.0% | Reduced |
| ORG Partners LLC | 516 | $122.3K | 0.02% | −313−37.8% | Reduced |
| Fourth Dimension Wealth, LLC | 524 | $124.2K | 0.05% | +148+39.4% | Added |
| Private Wealth Asset Management, LLC | 550 | $130.3K | 0.02% | +5+0.9% | Added |
| Bradley & Co. Private Wealth Management, LLC | 567 | $134.4K | 0.07% | −54−8.7% | Reduced |
| Tompkins Financial Corp | 571 | $135.3K | 0.01% | 00.0% | Unchanged |
| One River Asset Management, LLC | 569 | $135.8K | 0.43% | +569 | New |
| Deseret Mutual Benefit Administrators | 577 | $136.7K | 0.06% | +91+18.7% | Added |
| Princeton Global Asset Management LLC | 589 | $139.5K | 0.02% | −5,982−91.0% | Reduced |
| Paladin Advisory Group, LLC | 590 | $139.8K | 0.11% | −856−59.2% | Reduced |
| Globeflex Capital L P | 600 | $142.2K | 0.02% | −11,824−95.2% | Reduced |
| Hemington Wealth Management | 607 | $143.0K | 0.02% | −174−22.3% | Reduced |
| Bullock Wealth Management Group | 608 | $143.2K | 0.07% | +7+1.2% | Added |
| GW&K Investment Management, LLC | 613 | $145.0K | 0.00% | −141−18.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 617 | $146.3K | 0.01% | +617 | New |
| Oakworth Capital, Inc. | 622 | $147.4K | 0.01% | +102+19.6% | Added |
| Alpine Bank Wealth Management | 624 | $147.9K | 0.02% | −227−26.7% | Reduced |
| Covestor Ltd | 647 | $153.0K | 0.08% | −60−8.5% | Reduced |
| Hanson & Doremus Investment Management | 654 | $155.0K | 0.02% | +47+7.7% | Added |
| Highline Wealth Partners LLC | 657 | $155.6K | 0.04% | −323−33.0% | Reduced |
| First Command Advisory Services, Inc. | 674 | $159.7K | 0.00% | +17+2.6% | Added |
| Blume Capital Management, Inc. | 677 | $160.4K | 0.03% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 680 | $161.2K | 0.08% | +680 | New |
| Dakota Community Bank & Trust NA | 691 | $163.8K | 0.65% | +52+8.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 697 | $165.2K | 0.28% | −96−12.1% | Reduced |
| Spurstone Advisory Services, LLC | 700 | $165.9K | 2.38% | +575+460.0% | Added |
| Front Row Advisors LLC | 720 | $170.9K | 0.06% | 00.0% | Unchanged |
| XY Capital Ltd | 726 | $172.1K | 0.14% | +726 | New |
| GoalVest Advisory LLC | 749 | $177.5K | 0.04% | 00.0% | Unchanged |
| Strategic Advocates LLC | 757 | $179.5K | 0.05% | 00.0% | Unchanged |
| Pingora Partners LLC | 765 | $181.3K | 0.12% | −200−20.7% | Reduced |
| Cypress Capital Management LLC (WY) | 775 | $184.0K | 0.17% | −25−3.1% | Reduced |
| Tripletail Wealth Management, LLC | 758 | $184.8K | 0.22% | −248−24.7% | Reduced |
| Heritage Wealth Advisors | 787 | $186.5K | 0.01% | −54−6.4% | Reduced |
| City Holding Co | 801 | $189.8K | 0.02% | +10+1.3% | Added |
| Laffer Tengler Investments | 844 | $200.0K | 0.03% | −1,286−60.4% | Reduced |
| Brueske Advisory Services, LLC | 844 | $200.0K | 0.11% | +18+2.2% | Added |
| Total Clarity Wealth Management, Inc. | 848 | $201.0K | 0.05% | −78−8.4% | Reduced |
| RWM Asset Management, LLC | 849 | $201.2K | 0.02% | −98−10.3% | Reduced |
| Hughes Financial Services, LLC | 834 | $201.6K | 0.03% | +57+7.3% | Added |
| DT Investment Partners, LLC | 852 | $201.9K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 853 | $202.2K | 0.07% | +2+0.2% | Added |
| SOA Wealth Advisors, LLC. | 854 | $202.4K | 0.03% | −255−23.0% | Reduced |
| Gateway Wealth Partners, LLC | 854 | $202.5K | 0.03% | +65+8.2% | Added |
| Intrepid Financial Planning Group LLC | 855 | $202.6K | 0.08% | +2+0.2% | Added |
| Armstrong, Fleming & Moore, Inc | 857 | $203.0K | 0.10% | −44−4.9% | Reduced |
| Indiana Trust & Investment Management CO | 858 | $203.3K | 0.06% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 861 | $204.1K | 0.03% | −180−17.3% | Reduced |
| Oak Hill Wealth Advisors, LLC | 862 | $204.3K | 0.04% | −100−10.4% | Reduced |