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 |
|---|---|---|---|---|---|
| Adirondack Trust Co | 1,401 | $332.0K | 0.11% | −27−1.9% | Reduced |
| TFC Financial Management | 1,401 | $332.1K | 0.04% | +5+0.4% | Added |
| Auxano Advisors, LLC | 1,405 | $333.0K | 0.07% | −448−24.2% | Reduced |
| Sheets Smith Wealth Management | 1,406 | $333.3K | 0.04% | −3−0.2% | Reduced |
| VisionPoint Advisory Group, LLC | 1,407 | $333.5K | 0.07% | +89+6.8% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 1,410 | $334.2K | 0.02% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,413 | $334.9K | 0.06% | −67−4.5% | Reduced |
| Abacus Planning Group, Inc. | 1,420 | $336.6K | 0.05% | +43+3.1% | Added |
| Murphy & Mullick Capital Management Corp | 1,385 | $336.6K | 0.25% | +310+28.8% | Added |
| Florida Financial Advisors, LLC | 1,419 | $336.7K | 0.10% | −559−28.3% | Reduced |
| Broadway Wealth Solutions, Inc. | 1,421 | $336.9K | 0.19% | +153+12.1% | Added |
| Diversified Enterprises, LLC | 1,426 | $338.0K | 0.02% | +17+1.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,426 | $338.0K | 0.03% | +1,426 | New |
| Resurgent Financial Advisors LLC | 1,427 | $338.2K | 0.17% | +195+15.8% | Added |
| Berkeley Capital Partners, LLC | 1,431 | $339.1K | 0.08% | −109−7.1% | Reduced |
| Long Run Wealth Advisors, LLC | 1,432 | $339.3K | 0.07% | +39+2.8% | Added |
| Veracity Capital LLC | 1,433 | $339.5K | 0.11% | +403+39.1% | Added |
| Cypress Capital, LLC | 1,435 | $340.0K | 0.10% | −160−10.0% | Reduced |
| Gemmer Asset Management LLC | 1,435 | $340.2K | 0.03% | −2,948−67.3% | Reduced |
| Seeds Investor LLC | 1,438 | $340.8K | 0.07% | −168−10.5% | Reduced |
| Bestgate Wealth Advisors, LLC | 1,438 | $340.8K | 0.60% | +119+9.0% | Added |
| Cardinal Point Capital Management, ULC | 1,440 | $341.3K | 0.02% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 1,443 | $341.9K | 0.06% | −218−13.1% | Reduced |
| Atticus Wealth Management, LLC | 1,451 | $343.9K | 0.09% | +672+86.3% | Added |
| Baxter Bros Inc | 1,456 | $345.1K | 0.04% | −858−37.1% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,457 | $345.3K | 0.09% | −145−9.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,460 | $346.0K | 0.08% | −144−9.0% | Reduced |
| Retirement Income Solutions, Inc | 1,464 | $347.0K | 0.06% | +41+2.9% | Added |
| DLK Investment Management, LLC | 1,464 | $347.0K | 0.13% | −21−1.4% | Reduced |
| High Note Wealth, LLC | 1,470 | $348.4K | 0.07% | −55−3.6% | Reduced |
| American Capital Advisory, LLC | 1,475 | $349.6K | 0.16% | −10−0.7% | Reduced |
| Ethos Financial Group, LLC | 1,475 | $350.4K | 0.03% | −457−23.7% | Reduced |
| LexAurum Advisors, LLC | 1,481 | $351.0K | 0.05% | +1,481 | New |
| Fiduciary Wealth Partners, LLC | 1,485 | $351.9K | 0.15% | +1,485 | New |
| Womack Financial LLC | 1,486 | $352.2K | 0.27% | 00.0% | Unchanged |
| Busey Wealth Management | 1,487 | $352.4K | 0.01% | +73+5.2% | Added |
| DC Investments Management, LLC | 1,491 | $353.4K | 0.15% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 1,496 | $354.6K | 0.97% | −2,548−63.0% | Reduced |
| FNY Investment Advisers, LLC | 1,500 | $355.0K | 0.11% | +1,500 | New |
| Holistic Planning, LLC | 1,499 | $355.2K | 0.09% | −232−13.4% | Reduced |
| Lionshead Wealth Management, LLC | 1,499 | $355.3K | 0.28% | −90−5.7% | Reduced |
| Intrua Financial, LLC | 1,500 | $355.5K | 0.04% | +1,500 | New |
| Harbor Advisors LLC | 1,500 | $355.5K | 0.05% | 00.0% | Unchanged |
| Global Endowment Management, LP | 1,504 | $356.4K | 0.04% | +1,504 | New |
| Hengehold Capital Management LLC | 1,505 | $356.7K | 0.03% | +22+1.5% | Added |
| Calton & Associates, Inc. | 1,508 | $357.5K | 0.05% | +301+24.9% | Added |
| Werlinich Asset Management, LLC | 1,515 | $359.1K | 0.18% | +347+29.7% | Added |
| Balanced Rock Investment Advisor | 1,515 | $359.1K | 0.26% | −29−1.9% | Reduced |
| Chemung Canal Trust Co | 1,520 | $360.2K | 0.07% | −1,057−41.0% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,521 | $360.4K | 0.23% | −24−1.6% | Reduced |
| JB Capital LLC | 1,522 | $360.7K | 0.02% | −32−2.1% | Reduced |
| RiverGlades Family Offices LLC | 1,525 | $361.4K | 0.22% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 1,527 | $361.9K | 0.04% | +28+1.9% | Added |
| Griffin Asset Management, Inc. | 1,534 | $363.6K | 0.04% | −534−25.8% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 1,537 | $364.3K | 0.42% | −18−1.2% | Reduced |
| Pettee Investors, Inc. | 1,540 | $365.0K | 0.20% | −194−11.2% | Reduced |
| Sherbrooke Park Advisers LLC | 1,542 | $365.5K | 0.17% | −1,061−40.8% | Reduced |
| Cypress Point Wealth Management, LLC | 1,543 | $365.7K | 0.07% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 1,545 | $366.0K | 0.03% | −123−7.4% | Reduced |
| Cobblestone Capital Advisors LLC | 1,545 | $366.3K | 0.02% | +74+5.0% | Added |
| Dougherty Wealth Advisers LLC | 1,549 | $367.1K | 0.24% | 00.0% | Unchanged |
| Telos Capital Management, Inc. | 1,555 | $368.4K | 0.04% | −381−19.7% | Reduced |
| HCR Wealth Advisors | 1,546 | $369.3K | 0.04% | −135−8.0% | Reduced |
| Main Street Financial Solutions, LLC | 1,558 | $369.3K | 0.02% | −97−5.9% | Reduced |
| Strive Asset Management, LLC | 1,563 | $370.4K | 0.20% | −384−19.7% | Reduced |
| David J Yvars Group | 1,565 | $370.9K | 0.20% | −2,598−62.4% | Reduced |
| CVFG LLC | 1,568 | $371.6K | 0.27% | +25+1.6% | Added |
| Xcel Wealth Management, LLC | 1,569 | $371.9K | 0.10% | −781−33.2% | Reduced |
| Pioneer Wealth Management Group | 1,574 | $373.0K | 0.12% | +39+2.5% | Added |
| Waterloo Capital, L.P. | 1,574 | $373.1K | 0.03% | −3,179−66.9% | Reduced |
| Wakefield Asset Management LLLP | 1,575 | $373.3K | 0.10% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 1,577 | $373.8K | 0.17% | +666+73.1% | Added |
| Affinity Capital Advisors, LLC | 1,572 | $375.6K | 0.06% | −1,190−43.1% | Reduced |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 1,585 | $375.6K | 0.15% | +1,585 | New |
| Claret Asset Management Corp | 1,585 | $376.0K | 0.04% | −12−0.8% | Reduced |
| Reliant Investment Partners, LLC | 1,565 | $376.2K | 0.29% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,588 | $376.4K | 0.25% | +362+29.5% | Added |
| Grandfield & Dodd, LLC | 1,589 | $376.7K | 0.02% | +52+3.4% | Added |
| Smith, Moore & Co. | 1,591 | $377.1K | 0.03% | −50−3.0% | Reduced |
| Stock Yards Bank & Trust Co | 1,601 | $379.4K | 0.01% | −44−2.7% | Reduced |
| Apexium Financial, LP | 1,606 | $380.7K | 0.02% | −196−10.9% | Reduced |
| McAdam, LLC | 1,609 | $381.3K | 0.02% | +143+9.8% | Added |
| Avenue 1 Advisors, LLC | 1,614 | $382.5K | 0.12% | −19−1.2% | Reduced |
| Sym Financial Corp | 1,617 | $383.2K | 0.04% | −1,974−55.0% | Reduced |
| Fortress Wealth Group, LLC | 1,526 | $383.7K | 0.17% | +72+5.0% | Added |
| Acropolis Investment Management, LLC | 1,410 | $384.5K | 0.02% | +1,410 | New |
| AdvisorNet Financial, Inc | 1,624 | $385.0K | 0.02% | −967−37.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,634 | $387.0K | 0.07% | −1,264−43.6% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,631 | $387.2K | 0.13% | −151−8.5% | Reduced |
| SevenBridge Financial Group, LLC | 1,575 | $387.5K | 0.06% | −214−12.0% | Reduced |
| Beaumont Financial Advisors, LLC | 1,637 | $387.9K | 0.03% | −44−2.6% | Reduced |
| Olistico Wealth, LLC | 1,641 | $388.9K | 0.21% | +4+0.2% | Added |
| Facet Wealth, Inc. | 1,642 | $389.2K | 0.01% | +360+28.1% | Added |
| Sonoma Allocations LLC | 1,585 | $390.0K | 0.14% | +1,585 | New |
| Rodgers Brothers Inc. | 1,651 | $391.3K | 0.05% | +1,651 | New |
| Arcataur Capital Management LLC | 1,652 | $391.5K | 0.12% | −75−4.3% | Reduced |
| American Alpha Advisors, LLC | 1,654 | $392.0K | 0.28% | +74+4.7% | Added |
| Lafayette Investments, Inc. | 1,661 | $393.7K | 0.08% | +1,661 | New |
| Cascades Capital Asset Management, LLC | 1,668 | $395.2K | 0.17% | −635−27.6% | Reduced |
| Epiq Partners, LLC | 1,668 | $395.3K | 0.19% | −54−3.1% | Reduced |