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 |
|---|---|---|---|---|---|
| L & S Advisors Inc | 1,023 | $242.5K | 0.02% | +1,023 | New |
| Frisch Financial Group, Inc. | 1,023 | $242.8K | 0.06% | +2+0.2% | Added |
| Tempus Wealth Planning, LLC | 1,025 | $243.0K | 0.06% | −409−28.5% | Reduced |
| VanderPol Investments L.L.C. | 955 | $243.4K | 0.47% | −203−17.5% | Reduced |
| LBMC Investment Advisors, LLC | 1,028 | $243.6K | 0.02% | −38−3.6% | Reduced |
| Alhambra Investment Partners LLC | 1,031 | $244.3K | 0.12% | +235+29.5% | Added |
| Clifford Swan Investment Counsel LLC | 1,033 | $244.8K | 0.01% | +7+0.7% | Added |
| J.Safra Asset Management Corp | 1,033 | $244.9K | 0.01% | +31+3.1% | Added |
| Canvas Wealth Advisors, LLC | 1,019 | $244.9K | 0.04% | −40−3.8% | Reduced |
| McLean Asset Management Corp | 999 | $245.4K | 0.05% | −49−4.7% | Reduced |
| Sigma Investment Counselors Inc | 1,036 | $245.5K | 0.01% | −103−9.0% | Reduced |
| Financial Insights, Inc. | 1,036 | $245.5K | 0.08% | −57−5.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1,042 | $247.0K | 0.33% | 00.0% | Unchanged |
| Balboa Wealth Partners | 1,043 | $247.2K | 0.04% | −243−18.9% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,044 | $247.4K | 0.01% | −37,016−97.3% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,044 | $247.4K | 0.05% | +47+4.7% | Added |
| JFS Wealth Advisors, LLC | 1,045 | $247.7K | 0.01% | +493+89.3% | Added |
| Mindset Wealth Management, LLC | 1,050 | $248.8K | 0.07% | −300−22.2% | Reduced |
| Oarsman Capital, Inc. | 1,051 | $249.0K | 0.03% | −141−11.8% | Reduced |
| Sage Advisors, LLC | 1,051 | $249.1K | 0.18% | −95−8.3% | Reduced |
| Green Harvest Asset Management LLC | 1,055 | $250.1K | 0.00% | −134−11.3% | Reduced |
| Madrona Financial Services, LLC | 1,056 | $250.3K | 0.06% | +61+6.1% | Added |
| Northeast Investment Management | 1,059 | $251.0K | 0.01% | 00.0% | Unchanged |
| Daner Wealth Management, LLC | 1,033 | $251.2K | 0.16% | +1,033 | New |
| WMG Financial Advisors, LLC | 1,061 | $251.5K | 0.08% | −68−6.0% | Reduced |
| Aureus Asset Management, LLC | 1,062 | $251.7K | 0.02% | −125,908−99.2% | Reduced |
| Thrive Capital Management, LLC | 1,065 | $252.3K | 0.07% | +1,065 | New |
| Kathmere Capital Management, LLC | 1,066 | $252.6K | 0.02% | −995−48.3% | Reduced |
| Alpha Omega Wealth Management LLC | 1,070 | $253.6K | 0.04% | −19−1.7% | Reduced |
| Element Wealth, LLC | 1,071 | $253.9K | 0.11% | 00.0% | Unchanged |
| Prasad Wealth Partners, LLC | 1,075 | $254.7K | 0.07% | −13−1.2% | Reduced |
| Tradition Wealth Management, LLC | 1,075 | $254.8K | 0.02% | −233−17.8% | Reduced |
| Hoxton Planning & Management, LLC | 1,076 | $255.0K | 0.08% | +11+1.0% | Added |
| Stonebridge Financial Planning Group, LLC | 1,079 | $255.7K | 0.10% | −239−18.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,080 | $256.0K | 0.04% | −35−3.1% | Reduced |
| First Heartland Consultants, Inc. | 1,080 | $256.1K | 0.02% | −150−12.2% | Reduced |
| Forza Wealth Management, LLC | 1,082 | $256.4K | 0.10% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,083 | $256.6K | 0.02% | +102+10.4% | Added |
| Client 1st Advisory Group, LLC | 1,089 | $258.1K | 0.09% | +1,089 | New |
| Mengis Capital Management, Inc. | 1,090 | $258.3K | 0.05% | 00.0% | Unchanged |
| MQS Management LLC | 1,092 | $258.8K | 0.15% | +1,092 | New |
| Shoker Investment Counsel, Inc. | 1,094 | $259.3K | 0.08% | +1+0.1% | Added |
| Cannon Advisors, Inc. | 1,019 | $259.9K | 0.17% | +60+6.3% | Added |
| Coppell Advisory Solutions LLC | 1,062 | $260.3K | 0.03% | +35+3.4% | Added |
| Family Legacy Financial Solutions, LLC | 1,099 | $260.4K | 0.20% | −173−13.6% | Reduced |
| Gradient Investments LLC | 1,099 | $260.5K | 0.00% | −43,725−97.5% | Reduced |
| Simon Quick Advisors, LLC | 1,100 | $260.7K | 0.01% | +1,100 | New |
| NFP Retirement, Inc. | 1,105 | $261.8K | 0.02% | +5+0.5% | Added |
| SOL Capital Management CO | 1,106 | $262.0K | 0.02% | +1,106 | New |
| Rainier Family Wealth Inc | 1,112 | $263.5K | 0.23% | −233−17.3% | Reduced |
| Variant Private Wealth, LLC | 1,115 | $264.3K | 0.24% | +2+0.2% | Added |
| Foster Group, Inc. | 1,118 | $265.0K | 0.01% | −50−4.3% | Reduced |
| Meriwether Wealth & Planning, LLC | 1,120 | $265.4K | 0.15% | +155+16.1% | Added |
| GK Wealth Management LLC | 1,120 | $265.5K | 0.20% | +9+0.8% | Added |
| Wallace Advisory Group, LLC | 975 | $265.9K | 0.21% | +3+0.3% | Added |
| Wealth Preservation Advisors, LLC | 1,122 | $265.9K | 0.15% | −5,243−82.4% | Reduced |
| First American Trust, FSB | 1,122 | $265.9K | 0.02% | −58−4.9% | Reduced |
| Gill Capital Partners, LLC | 1,123 | $266.2K | 0.08% | +22+2.0% | Added |
| Woodward Diversified Capital, LLC | 1,125 | $266.6K | 0.12% | −85−7.0% | Reduced |
| Financial Network Wealth Management LLC | 1,105 | $267.0K | 0.08% | +1,105 | New |
| Forte Asset Management LLC | 1,125 | $267.1K | 0.13% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 1,129 | $267.6K | 0.04% | −1,029−47.7% | Reduced |
| Chaney Capital Management, Inc. | 1,130 | $267.8K | 0.09% | 00.0% | Unchanged |
| Rogco, LP | 1,132 | $268.3K | 0.09% | +1,132 | New |
| Mizuho Markets Cayman LP | 1,134 | $268.8K | 0.02% | +1,134 | New |
| Brio Consultants, LLC | 1,135 | $269.0K | 0.04% | +83+7.9% | Added |
| TruWealth Advisors, LLC | 1,138 | $269.8K | 0.01% | +375+49.1% | Added |
| Morling Financial Advisors, LLC | 1,142 | $270.7K | 0.09% | −214−15.8% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 1,142 | $270.7K | 0.06% | +1,142 | New |
| May Hill Capital, LLC | 1,144 | $271.1K | 0.08% | −10−0.9% | Reduced |
| Granite Harbor Advisors, Inc. | 1,144 | $271.1K | 0.11% | −9−0.8% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,144 | $271.2K | 0.11% | +50+4.6% | Added |
| Stegent Equity Advisors, Inc. | 1,145 | $271.4K | 0.22% | −417−26.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,147 | $271.7K | 0.06% | −38−3.2% | Reduced |
| Terry L. Blaker | 1,154 | $273.5K | 0.01% | −2,615−69.4% | Reduced |
| MRP Capital Investments, LLC | 1,006 | $274.3K | 0.24% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 1,161 | $275.2K | 0.12% | +181+18.5% | Added |
| Peddock Capital Advisors, LLC | 1,161 | $275.2K | 0.06% | −5−0.4% | Reduced |
| Golden State Wealth Management, LLC | 1,161 | $275.2K | 0.03% | −648−35.8% | Reduced |
| Westfuller Advisors, LLC | 1,161 | $275.6K | 0.13% | +259+28.7% | Added |
| Everett Harris & Co | 1,165 | $276.1K | 0.00% | +10+0.9% | Added |
| Libra Wealth LLC | 1,167 | $276.6K | 0.08% | −41−3.4% | Reduced |
| Klingenstein Fields & Co LP | 1,167 | $276.6K | 0.01% | +70+6.4% | Added |
| Dunhill Financial, LLC | 1,167 | $276.7K | 0.07% | −1,130−49.2% | Reduced |
| Powers Advisory Group, LLC | 1,167 | $276.7K | 0.11% | −45−3.7% | Reduced |
| Capital Squared Financial LLC | 1,168 | $276.7K | 0.24% | −107−8.4% | Reduced |
| GWN Securities Inc. | 1,167 | $276.9K | 0.06% | −1,303−52.8% | Reduced |
| First Community Trust NA | 1,175 | $278.5K | 0.22% | 00.0% | Unchanged |
| Wealth Effects LLC | 1,175 | $278.5K | 0.09% | +65+5.9% | Added |
| Northstar Advisory Group, LLC | 1,177 | $278.9K | 0.11% | −2,401−67.1% | Reduced |
| EdgeRock Capital LLC | 1,177 | $279.0K | 0.08% | +51+4.5% | Added |
| Farmers National Bank | 1,179 | $279.4K | 0.07% | +96+8.9% | Added |
| CRA Financial Services, LLC | 1,180 | $279.6K | 0.04% | −3−0.3% | Reduced |
| TriaGen Wealth Management LLC | 1,185 | $280.8K | 0.07% | +1,185 | New |
| JGP Wealth Management, LLC | 1,176 | $280.9K | 0.03% | −37−3.1% | Reduced |
| Five Oceans Advisors | 1,189 | $281.8K | 0.10% | −89−7.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 1,189 | $281.8K | 0.17% | +1,189 | New |
| Wealth Architects, LLC | 1,189 | $281.8K | 0.03% | −53−4.3% | Reduced |
| Aspen Grove Capital, LLC | 1,187 | $281.9K | 0.05% | −251−17.5% | Reduced |
| Canton Hathaway, LLC | 1,188 | $282.0K | 0.05% | −400−25.2% | Reduced |