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 |
|---|---|---|---|---|---|
| Jericho Financial, LLP | 18,641 | $4.42M | 2.68% | +737+4.1% | Added |
| Hudson Capital Management LLC | 18,593 | $4.41M | 1.17% | +1,384+8.0% | Added |
| Clark Capital Management Group, Inc. | 18,406 | $4.36M | 0.03% | +2,264+14.0% | Added |
| Whittier Trust Co of Nevada Inc | 18,114 | $4.35M | 0.09% | −1,337−6.9% | Reduced |
| Naples Global Advisors, LLC | 18,261 | $4.33M | 0.34% | +3,760+25.9% | Added |
| Asio Capital, LLC | 18,244 | $4.32M | 0.65% | −7,561−29.3% | Reduced |
| Vickerman Investment Advisors, Inc. | 18,211 | $4.32M | 0.87% | +2,413+15.3% | Added |
| Stamos Capital Partners, L.P. | 18,207 | $4.32M | 0.81% | +4,009+28.2% | Added |
| Brevan Howard Capital Management LP | 18,205 | $4.31M | 0.06% | −111,593−86.0% | Reduced |
| Centaurus Financial, Inc. | 18,154 | $4.30M | 0.20% | +3,138+20.9% | Added |
| Paloma Partners Management Co | 17,947 | $4.25M | 0.85% | +2,511+16.3% | Added |
| Timber Creek Capital Management LLC | 17,938 | $4.25M | 1.03% | −72−0.4% | Reduced |
| Bank Hapoalim BM | 17,914 | $4.25M | 0.52% | −5,348−23.0% | Reduced |
| LM Advisors LLC | 17,873 | $4.24M | 0.61% | −234−1.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 17,760 | $4.21M | 0.16% | −220−1.2% | Reduced |
| Means Investment Co., Inc. | 17,712 | $4.20M | 0.36% | −2,993−14.5% | Reduced |
| Tema ETFs LLC | 17,711 | $4.20M | 0.35% | +17,711 | New |
| Atomi Financial Group, Inc. | 17,646 | $4.18M | 0.14% | −1,616−8.4% | Reduced |
| Symphony Financial, Ltd. Co. | 17,276 | $4.15M | 0.51% | −4,781−21.7% | Reduced |
| F/M Investments LLC | 17,496 | $4.15M | 0.16% | −397−2.2% | Reduced |
| SBI Securities Co., Ltd. | 17,484 | $4.14M | 0.11% | −827−4.5% | Reduced |
| RBA Wealth Management, LLC | 17,459 | $4.14M | 1.43% | +569+3.4% | Added |
| Hartline Investment Corp | 17,450 | $4.14M | 0.43% | −1,349−7.2% | Reduced |
| Mission Wealth Management, LP | 17,430 | $4.13M | 0.08% | −6,916−28.4% | Reduced |
| Foyston, Gordon, & Payne Inc | 17,418 | $4.13M | 0.90% | +17,418 | New |
| Zevenbergen Capital Investments LLC | 17,400 | $4.12M | 0.08% | 00.0% | Unchanged |
| Concord Investment Counsel Inc. | 17,370 | $4.12M | 1.31% | +17,370 | New |
| Geneos Wealth Management Inc. | 17,348 | $4.11M | 0.10% | −3,138−15.3% | Reduced |
| Gladstone Institutional Advisory LLC | 17,289 | $4.10M | 0.16% | −5,697−24.8% | Reduced |
| Hills Bank & Trust Co | 17,270 | $4.09M | 0.24% | −476−2.7% | Reduced |
| VestGen Advisors, LLC | 17,251 | $4.09M | 0.14% | −4,014−18.9% | Reduced |
| Hancock Whitney Corp | 17,217 | $4.08M | 0.07% | −2,283−11.7% | Reduced |
| Linscomb & Williams, Inc. | 17,188 | $4.07M | 0.18% | +696+4.2% | Added |
| LMR Partners LLP | 17,034 | $4.04M | 0.05% | +17,034 | New |
| Pegasus Asset Management, Inc. | 17,011 | $4.03M | 1.29% | +314+1.9% | Added |
| Caldwell Trust Co | 17,003 | $4.03M | 0.38% | −1,044−5.8% | Reduced |
| Sterling Capital Management LLC | 16,880 | $4.00M | 0.06% | −19,318−53.4% | Reduced |
| Ocean Capital Management, LLC | 16,830 | $3.99M | 0.80% | +319+1.9% | Added |
| Greater Midwest Financial Group, LLC | 16,818 | $3.99M | 2.57% | −7,405−30.6% | Reduced |
| Roberts Wealth Advisors, LLC | 16,770 | $3.97M | 1.06% | +295+1.8% | Added |
| Sandhill Capital Partners LLC | 16,712 | $3.96M | 0.28% | −87−0.5% | Reduced |
| Parsons Capital Management Inc | 16,700 | $3.96M | 0.22% | +451+2.8% | Added |
| Flagship Harbor Advisors, LLC | 16,652 | $3.95M | 0.17% | −1,723−9.4% | Reduced |
| Oak Harvest Investment Services | 16,627 | $3.94M | 0.46% | −1,271−7.1% | Reduced |
| Secure Asset Management, LLC | 16,589 | $3.91M | 0.64% | +6,897+71.2% | Added |
| South State Corp. | 16,492 | $3.91M | 0.18% | −689−4.0% | Reduced |
| Jackson Hole Capital Partners, LLC | 16,396 | $3.89M | 0.66% | +1,149+7.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,386 | $3.88M | 0.14% | +532+3.4% | Added |
| Edmond de Rothschild Holding S.A. | 16,288 | $3.86M | 0.06% | +516+3.3% | Added |
| Investment Research & Advisory Group, Inc. | 16,211 | $3.84M | 1.32% | +951+6.2% | Added |
| Garde Capital, Inc. | 16,216 | $3.84M | 0.19% | −319−1.9% | Reduced |
| Aigen Investment Management, LP | 16,209 | $3.84M | 0.59% | +9,054+126.5% | Added |
| Optas, LLC | 16,148 | $3.83M | 0.65% | −479−2.9% | Reduced |
| Diversify Advisory Services, LLC | 14,642 | $3.83M | 0.13% | +2,618+21.8% | Added |
| Arlington Financial Advisors, LLC | 16,118 | $3.82M | 0.56% | +560+3.6% | Added |
| Azzad Asset Management Inc | 16,042 | $3.80M | 0.38% | +512+3.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $3.79M | 0.93% | 00.0% | Unchanged |
| Condor Capital Management | 15,986 | $3.79M | 0.31% | −50−0.3% | Reduced |
| SRS Capital Advisors, Inc. | 15,882 | $3.76M | 0.05% | +9,617+153.5% | Added |
| Joseph Group Capital Management | 15,852 | $3.76M | 1.06% | +3,021+23.5% | Added |
| Sagespring Wealth Partners, LLC | 15,835 | $3.75M | 0.07% | −1,257−7.4% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 15,781 | $3.74M | 1.25% | +130+0.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,776 | $3.74M | 0.12% | −767−4.6% | Reduced |
| Arrow Financial Corp | 15,701 | $3.72M | 0.38% | −125−0.8% | Reduced |
| Meeder Advisory Services, Inc. | 15,652 | $3.71M | 0.17% | −1,473−8.6% | Reduced |
| Systematic Alpha Investments, LLC | 15,624 | $3.70M | 0.12% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 15,375 | $3.70M | 0.49% | +818+5.6% | Added |
| Wedmont Private Capital | 15,397 | $3.69M | 0.14% | −1,247−7.5% | Reduced |
| Fragasso Group Inc. | 15,335 | $3.69M | 0.23% | −589−3.7% | Reduced |
| D L Carlson Investment Group Inc | 15,540 | $3.68M | 0.62% | −93−0.6% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,532 | $3.68M | 0.28% | −393−2.5% | Reduced |
| Callan Family Office, LLC | 15,429 | $3.66M | 0.12% | −2,922−15.9% | Reduced |
| Eagle Strategies LLC | 15,328 | $3.63M | 0.49% | +5,568+57.0% | Added |
| First Interstate Bank | 15,301 | $3.63M | 0.20% | −391−2.5% | Reduced |
| Bey-Douglas LLC | 15,239 | $3.61M | 2.69% | −5,377−26.1% | Reduced |
| Checchi Capital Advisers, LLC | 15,143 | $3.59M | 0.25% | −1,215−7.4% | Reduced |
| Sepio Capital, LP | 15,111 | $3.58M | 0.21% | +251+1.7% | Added |
| Inspire Trust Co, N.A. | 15,100 | $3.58M | 0.65% | +3,000+24.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 15,050 | $3.57M | 1.43% | −588−3.8% | Reduced |
| Trust Co of Toledo NA | 15,042 | $3.56M | 0.36% | +45+0.3% | Added |
| Savant Capital, LLC | 15,035 | $3.56M | 0.02% | +906+6.4% | Added |
| Morton Community Bank | 13,675 | $3.56M | 0.82% | +2,678+24.4% | Added |
| Fred Alger Management, LLC | 14,943 | $3.55M | 0.01% | +45+0.3% | Added |
| Conscious Wealth Investments, LLC | 13,614 | $3.54M | 2.10% | +1,271+10.3% | Added |
| Westpac Banking Corp | 14,948 | $3.54M | 0.22% | +1,002+7.2% | Added |
| Mubadala Investment Co PJSC | 14,947 | $3.54M | 0.02% | +14,947 | New |
| Cyndeo Wealth Partners, LLC | 14,888 | $3.53M | 0.20% | −320−2.1% | Reduced |
| Nicollet Investment Management, Inc. | 14,859 | $3.52M | 1.15% | −479−3.1% | Reduced |
| Laurel Wealth Advisors LLC | 14,719 | $3.49M | 0.49% | +2,162+17.2% | Added |
| CSM Advisors, LLC | 14,673 | $3.48M | 0.10% | −32,877−69.1% | Reduced |
| Ledyard National Bank | 14,669 | $3.48M | 0.31% | −875−5.6% | Reduced |
| Brady Family Wealth, LLC | 14,524 | $3.44M | 1.07% | −2,644−15.4% | Reduced |
| Cullinan Associates Inc | 14,500 | $3.44M | 0.22% | −3,100−17.6% | Reduced |
| Corvex Management LP | 14,500 | $3.44M | 0.12% | +14,500 | New |
| Woodmont Investment Counsel LLC | 14,495 | $3.44M | 0.23% | −4,711−24.5% | Reduced |
| WealthShield Partners, LLC | 14,384 | $3.41M | 0.39% | +3,525+32.5% | Added |
| NBT Bank N A | 14,569 | $3.40M | 0.22% | +172+1.2% | Added |
| Hixon Zuercher, LLC | 14,326 | $3.40M | 1.03% | −43−0.3% | Reduced |
| West Michigan Advisors, LLC | 14,311 | $3.39M | 0.82% | +892+6.6% | Added |
| HAP Trading, LLC | 14,305 | $3.39M | 0.93% | +14,305 | New |