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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 1,668 | $395.3K | 0.01% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 1,668 | $395.4K | 0.60% | −39−2.3% | Reduced |
| Welch Group, LLC | 1,669 | $395.6K | 0.02% | +87+5.5% | Added |
| Smith Thornton Advisors LLC | 1,671 | $396.0K | 0.21% | −43−2.5% | Reduced |
| Rossby Financial, LCC | 1,682 | $396.4K | 0.13% | +115+7.3% | Added |
| Drucker Wealth 3.0, LLC | 1,674 | $396.5K | 0.07% | −731−30.4% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 1,675 | $396.9K | 0.22% | +145+9.5% | Added |
| Stokes Family Office, LLC | 1,678 | $397.7K | 0.04% | −13−0.8% | Reduced |
| Apollon Financial, LLC | 1,684 | $399.0K | 0.07% | −25−1.5% | Reduced |
| Legacy Trust | 1,684 | $399.1K | 0.08% | +1,684 | New |
| V2 Financial group LLC | 1,689 | $400.3K | 0.22% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,695 | $401.7K | 0.22% | +5+0.3% | Added |
| CVA Family Office, LLC | 1,697 | $402.2K | 0.05% | −67−3.8% | Reduced |
| KC Investment Advisors, LLC | 1,580 | $402.6K | 0.11% | +19+1.2% | Added |
| Madison Park Capital Advisors, LLC | 1,700 | $402.9K | 0.33% | +170+11.1% | Added |
| Legacy Edge Advisors, LLC | 1,701 | $403.1K | 0.05% | −14−0.8% | Reduced |
| TFR Capital, LLC. | 1,702 | $403.4K | 0.13% | +11+0.7% | Added |
| Ignite Planners, LLC | 1,704 | $403.8K | 0.07% | −160−8.6% | Reduced |
| Encompass Wealth Advisors, LLC | 1,711 | $405.4K | 0.14% | −4−0.2% | Reduced |
| Waters Parkerson & Co., LLC | 1,715 | $406.5K | 0.02% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,654 | $406.6K | 0.07% | +420+34.0% | Added |
| Pines Wealth Management, LLC | 1,724 | $408.6K | 0.14% | −69−3.8% | Reduced |
| Schnieders Capital Management, LLC. | 1,726 | $409.1K | 0.07% | +1,726 | New |
| Sentinus, LLC | 1,728 | $409.6K | 0.09% | +160+10.2% | Added |
| Quarry LP | 1,729 | $409.8K | 0.10% | +329+23.5% | Added |
| JSF Financial, LLC | 1,737 | $411.7K | 0.09% | +2+0.1% | Added |
| Garrett Wealth Advisory Group, LLC | 1,738 | $411.9K | 0.08% | 00.0% | Unchanged |
| Meritage Portfolio Management | 1,742 | $412.9K | 0.03% | −115−6.2% | Reduced |
| von Borstel & Associates, Inc. | 1,710 | $413.0K | 0.06% | +1,710 | New |
| RD Lewis Holdings, Inc. | 1,686 | $414.8K | 0.39% | −5−0.3% | Reduced |
| Tyche Wealth Partners LLC | 1,752 | $415.2K | 0.07% | −18−1.0% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,755 | $415.9K | 0.23% | +200+12.9% | Added |
| American National Bank | 1,756 | $416.2K | 0.04% | −91−4.9% | Reduced |
| Advyzon Investment Management, LLC | 1,760 | $417.1K | 0.07% | −124−6.6% | Reduced |
| Monarch Capital Management Inc | 1,759 | $417.5K | 0.10% | +1,759 | New |
| Seed Wealth Management, Inc. | 1,770 | $419.5K | 0.29% | −1,915−52.0% | Reduced |
| Summa Corp. | 1,780 | $421.9K | 0.19% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,780 | $422.0K | 0.18% | −110−5.8% | Reduced |
| LJI Wealth Management, LLC | 1,783 | $422.6K | 0.07% | +52+3.0% | Added |
| Benin Management CORP | 1,787 | $423.5K | 0.10% | +160+9.8% | Added |
| Argonautica Private Wealth Management, Inc | 1,793 | $424.9K | 0.12% | +3+0.2% | Added |
| KWB Wealth | 1,561 | $425.6K | 0.05% | +1+0.1% | Added |
| Herold Advisors, Inc. | 1,797 | $425.9K | 0.10% | −118−6.2% | Reduced |
| Headinvest, LLC | 1,799 | $426.4K | 0.09% | −55−3.0% | Reduced |
| CSS LLC | 1,801 | $426.8K | 0.03% | +1,241+221.6% | Added |
| Pacific Sage Partners, LLC | 1,802 | $427.1K | 0.07% | −2−0.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,814 | $430.0K | 0.14% | +20+1.1% | Added |
| Sierra Summit Advisors LLC | 1,823 | $432.1K | 0.07% | −347−16.0% | Reduced |
| Real Talk Capital, LLC | 1,826 | $432.7K | 0.47% | +89+5.1% | Added |
| MWA Asset Management | 1,826 | $432.8K | 0.24% | −1,802−49.7% | Reduced |
| Poehling Capital Management, LLC | 1,826 | $432.8K | 0.09% | −163−8.2% | Reduced |
| Moment Partners, LLC | 1,827 | $433.0K | 0.08% | +396+27.7% | Added |
| Gries Financial LLC | 1,830 | $433.7K | 0.07% | +117+6.8% | Added |
| Caerus Investment Advisors, LLC | 1,831 | $433.9K | 0.18% | +1,831 | New |
| Financial Life Planners | 1,832 | $434.1K | 0.29% | −22−1.2% | Reduced |
| Blue Capital, Inc. | 1,834 | $434.7K | 0.32% | +1,834 | New |
| Bellecapital International Ltd. | 1,837 | $435.4K | 0.07% | −554−23.2% | Reduced |
| Smith Group Asset Management, LLC | 1,840 | $436.1K | 0.03% | +190+11.5% | Added |
| LVW Advisors, LLC | 1,845 | $437.3K | 0.05% | −639−25.7% | Reduced |
| Pinnacle Bancorp, Inc. | 1,850 | $438.4K | 0.13% | +216+13.2% | Added |
| FF Advisors,LLC | 1,854 | $439.4K | 0.21% | −138−6.9% | Reduced |
| American State Bank (Iowa) | 1,854 | $439.4K | 0.22% | +56+3.1% | Added |
| Caxton Associates LLP | 1,858 | $440.3K | 0.01% | −2,533−57.7% | Reduced |
| D'Orazio & Associates, Inc. | 1,860 | $440.9K | 0.06% | −280−13.1% | Reduced |
| Farringdon Capital, Ltd. | 1,864 | $441.8K | 0.11% | −424−18.5% | Reduced |
| QTR Family Wealth, LLC | 1,876 | $444.5K | 0.21% | +101+5.7% | Added |
| BOK Financial Private Wealth, Inc. | 1,874 | $444.9K | 0.03% | −54−2.8% | Reduced |
| Apriem Advisors | 1,885 | $446.7K | 0.04% | −200−9.6% | Reduced |
| Accel Wealth Management | 1,890 | $448.0K | 0.13% | −97−4.9% | Reduced |
| 4WEALTH Advisors, Inc. | 1,896 | $449.3K | 0.42% | +387+25.6% | Added |
| Andina Capital Management, LLC | 1,897 | $449.6K | 0.25% | +188+11.0% | Added |
| Breakwater Capital Group | 1,901 | $450.5K | 0.07% | −45−2.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 1,901 | $450.5K | 0.04% | +20+1.1% | Added |
| Chilton Investment Co LLC | 1,902 | $450.8K | 0.01% | +551+40.8% | Added |
| Clarity Wealth Advisors, LLC | 1,904 | $451.3K | 0.10% | −16−0.8% | Reduced |
| Richardson Financial Services Inc. | 1,908 | $452.2K | 0.28% | +20+1.1% | Added |
| SIH Partners, LLLP | 1,912 | $453.1K | 0.04% | +1,912 | New |
| Trilogy Capital Inc. | 1,914 | $453.6K | 0.02% | −57−2.9% | Reduced |
| Bigelow Investment Advisors, LLC | 1,915 | $453.9K | 0.18% | +156+8.9% | Added |
| Sonata Capital Group Inc | 1,917 | $454.0K | 0.17% | +550+40.2% | Added |
| Kensington Investment Counsel, LLC | 1,917 | $454.3K | 0.19% | −55−2.8% | Reduced |
| Revolve Wealth Partners, LLC | 1,918 | $454.6K | 0.05% | −188−8.9% | Reduced |
| Investors Research Corp | 1,920 | $454.9K | 0.08% | +1+0.1% | Added |
| Jacobsen Capital Management | 1,920 | $455.0K | 0.15% | +163+9.3% | Added |
| Traveka Wealth, LLC | 1,922 | $455.4K | 0.20% | −99−4.9% | Reduced |
| Franklin Street Advisors Inc | 1,924 | $456.0K | 0.03% | −77,826−97.6% | Reduced |
| Beacon Financial Advisory LLC | 1,925 | $456.3K | 0.11% | +17+0.9% | Added |
| Vista Investment Management | 1,928 | $456.9K | 0.16% | −183−8.7% | Reduced |
| Guardian Asset Advisors, LLC | 1,924 | $456.9K | 0.25% | +1+0.1% | Added |
| KG&L Capital Management,LLC | 1,930 | $457.4K | 0.13% | −2,324−54.6% | Reduced |
| Cape Ann Savings Bank | 1,934 | $458.4K | 0.24% | +1,934 | New |
| W.H. Cornerstone Investments Inc. | 1,936 | $458.9K | 0.28% | −27−1.4% | Reduced |
| Ameritas Advisory Services, LLC | 1,936 | $458.9K | 0.03% | −4,862−71.5% | Reduced |
| Liberty Wealth Management LLC | 1,948 | $461.7K | 0.07% | −128−6.2% | Reduced |
| Everpar Advisors LLC | 1,960 | $464.5K | 0.18% | +167+9.3% | Added |
| Oxford Financial Group Ltd | 1,964 | $465.5K | 0.03% | +306+18.5% | Added |
| Gabelli Funds LLC | 1,965 | $465.7K | 0.00% | −95−4.6% | Reduced |
| Polymer Capital Management (US) LLC | 1,966 | $465.9K | 0.06% | +1,966 | New |
| Wisconsin Wealth Advisors, LLC | 1,968 | $466.5K | 0.44% | −6−0.3% | Reduced |
| Midland Wealth Advisors LLC | 1,970 | $466.9K | 0.02% | −733−27.1% | Reduced |