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 |
|---|---|---|---|---|---|
| Aletheian Wealth Advisors LLC | 862 | $204.3K | 0.09% | +3+0.3% | Added |
| Kingdom Financial Group LLC. | 866 | $205.6K | 0.13% | +866 | New |
| waypoint wealth counsel | 869 | $205.8K | 0.08% | +869 | New |
| New Covenant Trust Company, N.A. | 869 | $206.0K | 0.19% | +58+7.2% | Added |
| Wall Street Access Asset Management, LLC | 870 | $206.2K | 0.05% | +870 | New |
| Abound Wealth Management | 870 | $206.3K | 0.05% | +120+16.0% | Added |
| Capital Advisors Wealth Management, LLC | 874 | $207.2K | 0.03% | −1,825−67.6% | Reduced |
| KW Wealth Management LLC | 874 | $207.3K | 0.35% | +874 | New |
| Cladis Investment Advisory, LLC | 875 | $207.4K | 0.12% | +75+9.4% | Added |
| Kera Capital Partners, Inc. | 876 | $207.6K | 0.03% | −185−17.4% | Reduced |
| Allen Capital Group, LLC | 878 | $208.1K | 0.02% | −303−25.7% | Reduced |
| Insight Advisors, LLC | 878 | $208.2K | 0.03% | −48−5.2% | Reduced |
| World Equity Group, Inc. | 879 | $208.4K | 0.05% | −127−12.6% | Reduced |
| Vivaldi Capital Management, LLC | 880 | $208.6K | 0.03% | −15−1.7% | Reduced |
| Counterweight Ventures, LLC | 880 | $208.6K | 0.12% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 880 | $208.7K | 0.01% | −183−17.2% | Reduced |
| Code Waechter LLC | 871 | $208.8K | 0.14% | +44+5.3% | Added |
| Sterling Investment Advisors, Ltd. | 882 | $209.0K | 0.04% | +143+19.4% | Added |
| DGS Capital Management, LLC | 883 | $209.4K | 0.04% | +23+2.7% | Added |
| Burkett Financial Services, LLC | 887 | $210.1K | 0.07% | +2+0.2% | Added |
| Summit Asset Management, LLC | 887 | $210.2K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 892 | $211.3K | 0.08% | +76+9.3% | Added |
| Verus Capital Partners, LLC | 892 | $211.4K | 0.02% | +92+11.5% | Added |
| SkyOak Wealth, LLC | 892 | $211.4K | 0.04% | +6+0.7% | Added |
| Archvest Wealth Advisors, Inc. | 892 | $211.4K | 0.19% | +57+6.8% | Added |
| Rialto Wealth Management, LLC | 893 | $211.7K | 0.05% | 00.0% | Unchanged |
| Kingsman Wealth Management, Inc. | 894 | $211.9K | 0.12% | −262−22.7% | Reduced |
| Seven Springs Wealth Group, LLC | 894 | $211.9K | 0.05% | 00.0% | Unchanged |
| GreatBanc Trust CO | 895 | $212.1K | 0.15% | +895 | New |
| Evanson Asset Management, LLC | 896 | $212.4K | 0.01% | −25−2.7% | Reduced |
| Whelan Financial | 897 | $212.6K | 0.07% | +897 | New |
| Spirepoint Private Client, LLC | 898 | $212.8K | 0.02% | −287−24.2% | Reduced |
| Wall Street Financial Group, Inc. | 898 | $212.8K | 0.16% | +898 | New |
| Elk River Wealth Management, LLC | 897 | $213.0K | 0.03% | 00.0% | Unchanged |
| Mad River Investors | 900 | $213.3K | 0.09% | +900 | New |
| Warren Street Wealth Advisors, LLC | 901 | $213.6K | 0.06% | −139−13.4% | Reduced |
| Postrock Partners LLC | 904 | $214.2K | 0.09% | 00.0% | Unchanged |
| Figure 8 Investment Strategies LLC | 905 | $214.5K | 0.19% | −40−4.2% | Reduced |
| Centennial Wealth Advisory LLC | 909 | $215.5K | 0.06% | +57+6.7% | Added |
| Mayfair Advisory Group, LLC | 910 | $215.7K | 0.09% | +910 | New |
| Manchester Capital Management LLC | 911 | $215.9K | 0.03% | −520−36.3% | Reduced |
| Sovereign Financial Group, Inc. | 914 | $216.7K | 0.04% | −190−17.2% | Reduced |
| North Berkeley Wealth Management, LLC | 917 | $217.2K | 0.17% | 00.0% | Unchanged |
| Clifford Group, LLC | 917 | $217.3K | 0.17% | −279−23.3% | Reduced |
| Carrera Capital Advisors | 916 | $217.4K | 0.04% | −1,266−58.0% | Reduced |
| Custom Index Systems, LLC | 918 | $217.6K | 0.06% | +918 | New |
| Signal Advisors Wealth, LLC | 918 | $217.7K | 0.02% | −344−27.3% | Reduced |
| Archer Investment Corp | 920 | $218.1K | 0.05% | −61−6.2% | Reduced |
| Opal Wealth Advisors, LLC | 925 | $219.2K | 0.06% | −377−29.0% | Reduced |
| Carbahal Olsen Financial Services Group, LLC | 926 | $219.4K | 0.18% | +1+0.1% | Added |
| May Barnhard Investments LLC | 928 | $219.9K | 0.10% | 00.0% | Unchanged |
| Headland Capital, LLC | 928 | $219.9K | 0.06% | +928 | New |
| Abel Hall, LLC | 929 | $220.1K | 0.09% | −135−12.7% | Reduced |
| Omnia Family Wealth, LLC | 933 | $221.5K | 0.07% | +184+24.6% | Added |
| Signature Wealth Management Partners, LLC | 936 | $221.8K | 0.12% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 937 | $222.0K | 0.29% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 938 | $222.3K | 0.14% | −1,420−60.2% | Reduced |
| Retirement Solution Inc. | 940 | $222.7K | 0.05% | +1+0.1% | Added |
| Garner Asset Management Corp | 944 | $223.7K | 0.09% | 00.0% | Unchanged |
| Stenger Family Office, LLC | 878 | $224.3K | 0.05% | −44−4.8% | Reduced |
| Old North State Wealth Management, LLC | 948 | $225.3K | 0.11% | +84+9.7% | Added |
| PVG Asset Management Corp | 952 | $225.6K | 0.83% | +952 | New |
| Sheets Smith Investment Management | 952 | $225.6K | 0.15% | +952 | New |
| Topsail Wealth Management, LLC | 953 | $226.3K | 0.04% | +58+6.5% | Added |
| Motive Wealth Advisors | 955 | $226.3K | 0.10% | −93−8.9% | Reduced |
| Somerset Group LLC | 955 | $226.3K | 0.18% | 00.0% | Unchanged |
| Congress Asset Management Co | 957 | $226.8K | 0.00% | −3,154−76.7% | Reduced |
| Washington Trust Advisors, Inc. | 958 | $227.2K | 0.02% | +73+8.2% | Added |
| Keebeck Alpha, LP | 959 | $227.3K | 0.32% | +959 | New |
| Momentous Wealth Management, Inc. | 960 | $227.5K | 0.14% | −104−9.8% | Reduced |
| ZWJ Investment Counsel Inc | 961 | $227.7K | 0.01% | +45+4.9% | Added |
| Opinicus Capital, Inc. | 964 | $228.4K | 0.16% | +14+1.5% | Added |
| Fermata Advisors, LLC | 969 | $229.7K | 0.06% | −261−21.2% | Reduced |
| West Oak Capital, LLC | 970 | $229.9K | 0.09% | −315−24.5% | Reduced |
| Ssi Investment Management LLC | 974 | $230.8K | 0.02% | 00.0% | Unchanged |
| Elgethun Capital Management | 961 | $230.9K | 0.04% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 975 | $231.1K | 0.06% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 942 | $231.1K | 0.01% | +19+2.1% | Added |
| Traynor Capital Management, Inc. | 976 | $231.3K | 0.01% | −167−14.6% | Reduced |
| Weinberger Asset Management, Inc | 978 | $231.8K | 0.08% | +15+1.6% | Added |
| Aspire Capital Advisors LLC | 983 | $233.1K | 0.06% | −683−41.0% | Reduced |
| Francis Financial, Inc. | 633 | $234.3K | 0.04% | +633 | New |
| Capital Square, LLC | 992 | $235.1K | 0.12% | +992 | New |
| Ambassador Advisors, LLC | 994 | $235.6K | 0.04% | +994 | New |
| Highview Capital Management LLC | 1,000 | $237.0K | 0.09% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 1,000 | $237.0K | 0.17% | +1,000 | New |
| Chung Wu Investment Group, LLC | 1,000 | $237.0K | 0.20% | +1,000 | New |
| United Asset Strategies, Inc. | 1,003 | $237.7K | 0.02% | +1+0.1% | Added |
| Collective Family Office LLC | 1,003 | $237.7K | 0.06% | −41−3.9% | Reduced |
| Destination Wealth Management | 1,005 | $238.3K | 0.01% | −104−9.4% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,009 | $239.1K | 0.07% | +20+2.0% | Added |
| Vawter Financial, Ltd. | 1,011 | $239.6K | 0.11% | +111+12.3% | Added |
| Focused Wealth Management, Inc | 1,012 | $239.9K | 0.03% | +46+4.8% | Added |
| Money Concepts Capital Corp | 1,015 | $240.6K | 0.01% | −148−12.7% | Reduced |
| Capital Advisors, Ltd. LLC | 1,018 | $241.0K | 0.03% | +175+20.8% | Added |
| Financial Partners Group, Inc | 1,018 | $241.3K | 0.03% | −85−7.7% | Reduced |
| Trust Co of Oklahoma | 1,022 | $242.2K | 0.07% | +103+11.2% | Added |
| Riversedge Advisors, LLC | 1,022 | $242.2K | 0.04% | +1,022 | New |
| Foronjy Financial LLC | 1,022 | $242.2K | 0.11% | +151+17.3% | Added |
| Virtue Capital Management, LLC | 8,878 | $242.4K | 0.05% | +5,478+161.1% | Added |