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
- 2,815
- −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
- 1,158 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 |
|---|---|---|---|---|---|
| Brady Martz Wealth Solutions, LLC | 1,972 | $467.4K | 0.08% | −9−0.5% | Reduced |
| Capital Advantage, Inc. | 1,980 | $469.3K | 0.07% | −23−1.1% | Reduced |
| Ewa, LLC | 1,983 | $469.9K | 0.13% | +10+0.5% | Added |
| Addison Advisors LLC | 1,987 | $470.9K | 0.11% | −194−8.9% | Reduced |
| Aviance Capital Partners, LLC | 1,988 | $471.2K | 0.06% | +55+2.8% | Added |
| Capstone Wealth Management Group LLC | 1,994 | $472.6K | 0.30% | +536+36.8% | Added |
| Marino, Stram & Associates LLC | 1,995 | $472.8K | 0.09% | −430−17.7% | Reduced |
| Berger Financial Group, Inc | 1,997 | $473.2K | 0.03% | −144−6.7% | Reduced |
| Corient IA LLC | 2,000 | $474.0K | 0.35% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 2,000 | $474.0K | 0.06% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 2,000 | $474.0K | 0.04% | +93+4.9% | Added |
| Covenant Partners, LLC | 2,001 | $474.2K | 0.13% | 00.0% | Unchanged |
| Armis Advisers, LLC | 1,816 | $474.6K | 0.04% | −239−11.6% | Reduced |
| R Squared Ltd | 2,003 | $474.7K | 0.20% | −4,471−69.1% | Reduced |
| Alliance Wealth Advisors, LLC | 2,012 | $476.8K | 0.24% | +64+3.3% | Added |
| Sunpointe, LLC | 2,015 | $478.4K | 0.17% | −222−9.9% | Reduced |
| Jeppson Wealth Management, LLC | 2,027 | $480.4K | 0.15% | +18+0.9% | Added |
| Northern Financial Advisors Inc | 2,030 | $481.1K | 0.25% | +304+17.6% | Added |
| Runnymede Capital Advisors, Inc. | 2,030 | $481.1K | 0.40% | −500−19.8% | Reduced |
| Synergy Financial Group, LTD | 2,035 | $482.3K | 0.33% | +48+2.4% | Added |
| Element Capital Management LLC | 2,040 | $483.5K | 0.68% | +2,040 | New |
| Centurion Wealth Management LLC | 2,042 | $484.1K | 0.11% | +31+1.5% | Added |
| McHugh Group, LLC | 2,050 | $485.9K | 0.29% | −200−8.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,058 | $487.8K | 0.06% | −3,818−65.0% | Reduced |
| Latko Wealth Management, Ltd. | 2,062 | $488.6K | 0.25% | +3+0.1% | Added |
| Independent Solutions Wealth Management, LLC | 2,065 | $489.4K | 0.09% | +195+10.4% | Added |
| Rexford Capital Inc | 2,067 | $489.9K | 0.38% | +29+1.4% | Added |
| Bank of Hawaii | 2,070 | $490.6K | 0.02% | −93−4.3% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,074 | $491.6K | 0.10% | +2,074 | New |
| Serenus Wealth Advisors, LLC | 2,077 | $492.2K | 0.08% | +2,077 | New |
| Patron Partners Advisors, LLC | 2,083 | $493.7K | 0.22% | −211−9.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,092 | $495.8K | 0.05% | +762+57.3% | Added |
| Versant Capital Management, Inc | 2,096 | $496.8K | 0.07% | −493−19.0% | Reduced |
| Portland Investment Counsel Inc. | 2,102 | $498.2K | 0.14% | +2,102 | New |
| New Republic Capital, LLC | 2,103 | $498.4K | 0.15% | +127+6.4% | Added |
| Consilio Wealth Advisors, LLC | 2,107 | $499.3K | 0.16% | +25+1.2% | Added |
| Walkner Condon Financial Advisors LLC | 2,113 | $500.8K | 0.08% | −153−6.8% | Reduced |
| Requisite Capital Management, LLC | 2,110 | $501.2K | 0.08% | +2,110 | New |
| Bank of Jackson Hole Trust | 2,117 | $501.7K | 0.25% | +1,505+245.9% | Added |
| Tennessee Valley Asset Management Partners | 2,121 | $502.6K | 0.07% | +263+14.2% | Added |
| Appleton Partners Inc | 2,123 | $503.0K | 0.03% | −232−9.9% | Reduced |
| a16z Perennial Management, L.P. | 2,125 | $503.6K | 0.04% | +2,125 | New |
| OneAscent Financial Services LLC | 2,127 | $504.2K | 0.03% | −1,066−33.4% | Reduced |
| FSM Wealth Advisors, LLC | 2,133 | $505.6K | 0.07% | +752+54.5% | Added |
| Colonial Trust Co | 2,138 | $506.7K | 0.07% | +1,083+102.7% | Added |
| Win Advisors, Inc | 2,140 | $507.2K | 0.25% | +2,140 | New |
| Perennial Advisors, LLC | 2,141 | $507.4K | 0.09% | +118+5.8% | Added |
| Harmony Asset Management LLC | 2,148 | $509.1K | 0.18% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,150 | $509.6K | 0.23% | +100+4.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,160 | $511.9K | 0.04% | −284−11.6% | Reduced |
| Natural Investments, LLC | 2,165 | $513.0K | 0.13% | −12−0.6% | Reduced |
| Southeast Asset Advisors Inc. | 2,168 | $513.8K | 0.06% | +2,168 | New |
| BXM Wealth LLC | 2,172 | $514.8K | 0.49% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 2,175 | $515.5K | 0.34% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,178 | $516.1K | 0.19% | −330−13.2% | Reduced |
| Peterson Wealth Services | 3,456 | $516.3K | 0.13% | +1,321+61.9% | Added |
| Semus Wealth Partners LLC | 2,180 | $516.6K | 0.29% | +296+15.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,190 | $519.0K | 0.06% | −1,084−33.1% | Reduced |
| Somerset Trust Co | 2,192 | $519.5K | 0.16% | +1,010+85.4% | Added |
| Lion Street Advisors, LLC | 1,735 | $520.0K | 0.18% | +690+66.0% | Added |
| Accurate Wealth Management, LLC | 2,176 | $521.9K | 0.07% | −3,373−60.8% | Reduced |
| Leavell Investment Management, Inc. | 2,201 | $522.5K | 0.02% | −86−3.8% | Reduced |
| Meeder Asset Management Inc | 2,205 | $522.6K | 0.03% | +193+9.6% | Added |
| Cookson Peirce & Co Inc | 2,214 | $524.7K | 0.02% | +1,314+146.0% | Added |
| IFG Advisors, LLC | 2,215 | $525.0K | 0.09% | −10.0% | Reduced |
| CoreCap Advisors, LLC | 2,217 | $525.5K | 0.02% | +240+12.1% | Added |
| Gsa Capital Partners LLP | 2,232 | $529.0K | 0.04% | −2,346−51.2% | Reduced |
| Silver Coast Investments LLC | 2,246 | $532.3K | 0.18% | +179+8.7% | Added |
| Windsor Capital Management, LLC | 2,257 | $535.0K | 0.15% | −250−10.0% | Reduced |
| Cim Investment Mangement Inc | 2,260 | $535.6K | 0.15% | −21−0.9% | Reduced |
| Gibbs Wealth Management | 2,261 | $535.9K | 0.12% | −385−14.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,264 | $536.6K | 0.06% | −417−15.6% | Reduced |
| Pure Financial Advisors, Inc. | 2,268 | $537.5K | 0.01% | +348+18.1% | Added |
| Greenfield Savings Bank | 2,281 | $540.6K | 0.23% | +314+16.0% | Added |
| 17 Capital Partners, LLC | 2,286 | $541.8K | 0.29% | −35−1.5% | Reduced |
| Ridgewood Investments LLC | 2,287 | $542.0K | 0.23% | +773+51.1% | Added |
| BankPlus Wealth Management LLC | 2,293 | $543.7K | 0.32% | +29+1.3% | Added |
| Victory Financial Group, LLC | 2,287 | $543.7K | 0.07% | +257+12.7% | Added |
| RAM Investment Partners, LLC | 2,295 | $543.9K | 0.10% | +23+1.0% | Added |
| Vestor Capital, LLC | 2,298 | $545.0K | 0.03% | +217+10.4% | Added |
| Diligent Investors, LLC | 2,300 | $545.1K | 0.14% | −1,983−46.3% | Reduced |
| Trueblood Wealth Management, LLC | 2,310 | $547.5K | 0.21% | −936−28.8% | Reduced |
| Avidian Wealth Solutions, LLC | 2,313 | $548.2K | 0.02% | +88+4.0% | Added |
| Founders Financial Alliance, LLC | 2,316 | $548.8K | 0.10% | +182+8.5% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 2,317 | $549.1K | 0.32% | −122−5.0% | Reduced |
| Winthrop Advisory Group LLC | 2,320 | $550.8K | 0.05% | +275+13.4% | Added |
| Magnus Financial Group LLC | 2,325 | $551.0K | 0.04% | +24+1.0% | Added |
| Advisor OS, LLC | 2,325 | $551.0K | 0.05% | −364−13.5% | Reduced |
| ZEGA Investments, LLC | 2,328 | $551.7K | 0.13% | +2,328 | New |
| GTS Securities LLC | 2,331 | $552.4K | 0.02% | +2,331 | New |
| IFG Advisory, LLC | 2,345 | $555.7K | 0.03% | +66+2.9% | Added |
| WBH Advisory Inc | 2,351 | $557.2K | 0.04% | +145+6.6% | Added |
| Capula Management Ltd | 2,352 | $557.4K | 0.00% | +1,573+201.9% | Added |
| Ameriflex Group, Inc. | 2,356 | $558.4K | 0.21% | +1,265+115.9% | Added |
| Purus Wealth Management, LLC | 2,362 | $559.7K | 0.18% | +2,362 | New |
| Axim Planning & Wealth | 2,381 | $564.3K | 0.45% | +2,381 | New |
| Millstone Evans Group, LLC | 2,383 | $564.8K | 0.36% | −44−1.8% | Reduced |
| Greenwich Wealth Management LLC | 2,384 | $565.0K | 0.03% | −25−1.0% | Reduced |
| Silver Oak Securities, Inc | 2,389 | $566.3K | 0.04% | −769−24.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,391 | $566.8K | 0.00% | −98−3.9% | Reduced |