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 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | 1,193 | $282.7K | 0.02% | −487−29.0% | Reduced |
| Crewe Advisors LLC | 1,193 | $282.7K | 0.03% | +175+17.2% | Added |
| Westmount Partners, LLC | 1,200 | $282.9K | 0.07% | −16−1.3% | Reduced |
| LSV Asset Management | 1,200 | $284.0K | 0.00% | +1,200 | New |
| OneAscent Wealth Management LLC | 1,200 | $284.4K | 0.10% | −581−32.6% | Reduced |
| Beck Bode, LLC | 1,201 | $284.5K | 0.05% | −91−7.0% | Reduced |
| Archetype Wealth Partners | 1,205 | $285.0K | 0.04% | +181+17.7% | Added |
| Fielder Capital Group LLC | 1,203 | $285.1K | 0.06% | −64−5.1% | Reduced |
| Empirical Asset Management, LLC | 1,205 | $285.5K | 0.08% | −174−12.6% | Reduced |
| Bull Oak Capital, LLC | 1,205 | $285.6K | 0.12% | −161−11.8% | Reduced |
| Enterprise Financial Services Corp | 1,207 | $286.1K | 0.15% | −223−15.6% | Reduced |
| First National Bank Sioux Falls | 1,207 | $286.1K | 0.09% | 00.0% | Unchanged |
| MJP Associates Inc | 1,207 | $286.1K | 0.04% | −85−6.6% | Reduced |
| Cottage Street Advisors LLC | 1,208 | $286.3K | 0.12% | −2,400−66.5% | Reduced |
| GSG Advisors LLC | 1,226 | $289.0K | 0.08% | −58−4.5% | Reduced |
| Balanced Wealth Group LLC | 1,063 | $289.1K | 0.13% | −2−0.2% | Reduced |
| Convergence Investment Partners, LLC | 1,221 | $289.4K | 0.06% | −2−0.2% | Reduced |
| Intellectus Partners, LLC | 1,220 | $289.5K | 0.06% | −61−4.8% | Reduced |
| Adapt Wealth Advisors, LLC | 1,226 | $290.6K | 0.11% | −22−1.8% | Reduced |
| Solstein Capital, LLC | 1,229 | $291.3K | 0.13% | −1,386−53.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,230 | $292.0K | 0.19% | +25+2.1% | Added |
| Cura Wealth Advisors, LLC | 1,233 | $292.2K | 0.11% | +235+23.5% | Added |
| Leigh Baldwin & Co., LLC | 1,233 | $292.4K | 0.16% | +48+4.1% | Added |
| Scissortail Wealth Management, LLC | 1,234 | $292.5K | 0.06% | −135−9.9% | Reduced |
| Siligmueller & Norvid Wealth Advisors LLC | 1,236 | $292.8K | 0.13% | +1,236 | New |
| OneAscent Investment Solutions LLC | 1,239 | $293.6K | 0.31% | −615−33.2% | Reduced |
| Inman Jager Wealth Management, LLC | 1,240 | $293.9K | 0.19% | −10−0.8% | Reduced |
| Security National Bank | 1,240 | $293.9K | 0.05% | +1,240 | New |
| White Knight Strategic Wealth Advisors, LLC | 1,241 | $294.1K | 0.23% | −33−2.6% | Reduced |
| Ransom Advisory, Ltd | 1,243 | $294.6K | 0.13% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 1,246 | $295.4K | 0.04% | +181+17.0% | Added |
| Trinity Financial Advisors LLC | 1,249 | $296.5K | 0.09% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,254 | $297.2K | 0.17% | −1,578−55.7% | Reduced |
| Mach-1 Financial Group, Inc. | 1,260 | $298.6K | 0.05% | −952−43.0% | Reduced |
| Integrity Advisory Solutions, LLC | 1,260 | $298.6K | 0.05% | +1,260 | New |
| TigerOak Management, L.L.C. | 1,265 | $299.8K | 0.09% | −90−6.6% | Reduced |
| Kennedy Investment Group | 1,267 | $300.2K | 0.12% | −341−21.2% | Reduced |
| Clear Street Markets LLC | 1,268 | $300.5K | 0.10% | +959+310.4% | Added |
| Sitrin Capital Management LLC | 1,266 | $300.6K | 0.14% | 00.0% | Unchanged |
| Peoples Bank | 1,269 | $300.8K | 0.30% | −35−2.7% | Reduced |
| Mattern Wealth Management LLC | 1,270 | $301.0K | 0.06% | −55−4.2% | Reduced |
| Accredited Investors Inc. | 1,271 | $301.2K | 0.02% | −25−1.9% | Reduced |
| Mendel Money Management | 1,274 | $301.9K | 0.13% | −5−0.4% | Reduced |
| Gradient Capital Advisors, LLC | 1,275 | $302.1K | 0.08% | −23−1.8% | Reduced |
| Strata Wealth Advisors, LLC | 1,275 | $302.2K | 0.08% | −79−5.8% | Reduced |
| Jag Capital Management, LLC | 1,277 | $302.7K | 0.03% | −427−25.1% | Reduced |
| Delap Wealth Advisory, LLC | 1,285 | $302.9K | 0.13% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 1,278 | $302.9K | 0.01% | −1,316−50.7% | Reduced |
| Isthmus Partners, LLC | 1,283 | $304.1K | 0.07% | +1,283 | New |
| Crescent Grove Advisors, LLC | 1,286 | $305.4K | 0.03% | +492+62.0% | Added |
| Acorns Advisers, LLC | 1,291 | $306.0K | 0.00% | +229+21.6% | Added |
| Horizon Bancorp Inc | 1,293 | $306.0K | 0.15% | +476+58.3% | Added |
| Mechanics Bank Trust Department | 1,293 | $306.4K | 0.04% | −44−3.3% | Reduced |
| Tucker Asset Management LLC | 1,300 | $308.1K | 0.09% | +1,300 | New |
| Fosun International Ltd | 1,302 | $308.6K | 0.12% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 1,305 | $308.7K | 0.03% | +355+37.4% | Added |
| Muirfield Wealth Advisors LLC | 1,303 | $308.9K | 0.23% | −150−10.3% | Reduced |
| one8zero8, LLC | 1,307 | $309.8K | 0.07% | −65−4.7% | Reduced |
| Impact Capital Partners LLC | 1,313 | $311.2K | 0.09% | −505−27.8% | Reduced |
| Consolidated Capital Management, LLC | 1,320 | $312.9K | 0.11% | +4+0.3% | Added |
| New Wave Wealth Advisors LLC | 1,318 | $313.0K | 0.12% | +189+16.7% | Added |
| Triad Wealth Partners, LLC | 1,324 | $313.7K | 0.04% | −343−20.6% | Reduced |
| Alteri Wealth LLC | 1,324 | $313.7K | 0.11% | −13−1.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,324 | $313.8K | 0.00% | −522−28.3% | Reduced |
| KFA Private Wealth Group, LLC | 1,324 | $313.9K | 0.09% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,331 | $316.0K | 0.13% | +86+6.9% | Added |
| Bank of Stockton | 1,336 | $316.6K | 0.09% | −112−7.7% | Reduced |
| NWF Advisory Services Inc. | 1,337 | $316.9K | 0.03% | −1,203−47.4% | Reduced |
| First Financial Corp | 1,339 | $317.3K | 0.12% | −52−3.7% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,342 | $318.0K | 0.09% | −4−0.3% | Reduced |
| Zevin Asset Management LLC | 1,345 | $319.0K | 0.05% | +1,345 | New |
| Capital Advisory Group Advisory Services, LLC | 1,346 | $319.0K | 0.10% | +190+16.4% | Added |
| Safeguard Investment Advisory Group, LLC | 1,349 | $319.7K | 0.08% | +30+2.3% | Added |
| Truvestments Capital LLC | 1,350 | $320.0K | 0.06% | +18+1.4% | Added |
| Evernest Financial Advisors, LLC | 1,351 | $320.2K | 0.09% | +3+0.2% | Added |
| Global Trust Asset Management, LLC | 1,353 | $320.6K | 0.14% | −413−23.4% | Reduced |
| Bedel Financial Consulting, Inc. | 1,354 | $321.0K | 0.04% | 00.0% | Unchanged |
| Activest Wealth Management | 1,354 | $321.0K | 0.07% | +972+254.5% | Added |
| Yoder Wealth Management, Inc. | 1,361 | $322.6K | 0.15% | +54+4.1% | Added |
| Fort Point Capital Partners LLC | 1,363 | $323.6K | 0.04% | −11,498−89.4% | Reduced |
| Cornerstone Advisory, LLC | 1,366 | $323.8K | 0.03% | +266+24.2% | Added |
| Full Sail Capital, LLC | 1,370 | $324.7K | 0.02% | +39+2.9% | Added |
| Beacon Financial Group | 1,372 | $325.1K | 0.03% | +5+0.4% | Added |
| Beacon Capital Management, LLC | 1,372 | $325.2K | 0.05% | +46+3.5% | Added |
| BKD Wealth Advisors, LLC | 1,374 | $325.6K | 0.01% | −216−13.6% | Reduced |
| Fort Sheridan Advisors LLC | 1,374 | $325.6K | 0.04% | −856−38.4% | Reduced |
| IFC Advisors LLC | 1,375 | $325.9K | 0.06% | −16−1.2% | Reduced |
| Sandy Cove Advisors, LLC | 1,378 | $326.5K | 0.10% | −57−4.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,379 | $326.8K | 0.01% | +28+2.1% | Added |
| Chiron Capital Management, LLC | 1,381 | $327.3K | 0.28% | +628+83.4% | Added |
| Meritas Wealth Management, LLC | 1,382 | $327.5K | 0.16% | +1,382 | New |
| Beaton Management Co. Inc. | 1,385 | $328.0K | 0.15% | −100−6.7% | Reduced |
| Triumph Capital Management | 1,389 | $329.2K | 0.09% | +390+39.0% | Added |
| Willner & Heller, LLC | 1,391 | $329.8K | 0.25% | +288+26.1% | Added |
| LRI Investments, LLC | 24,588 | $330.4K | 0.03% | +175+0.7% | Added |
| Clark Financial Services Group Inc | 1,395 | $330.6K | 0.18% | +97+7.5% | Added |
| Oregon Pacific Wealth Management, LLC | 1,396 | $330.9K | 0.29% | +139+11.1% | Added |
| Hudock, Inc. | 1,400 | $331.9K | 0.05% | +348+33.1% | Added |
| Ritter Daniher Financial Advisory LLC | 1,401 | $332.0K | 0.06% | +1,401 | New |
| Cohen & Steers, Inc. | 1,400 | $332.0K | 0.00% | 00.0% | Unchanged |