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 |
|---|---|---|---|---|---|
| Modus Advisors, LLC | 14,282 | $3.38M | 0.92% | −944−6.2% | Reduced |
| Puzo Michael J | 14,242 | $3.38M | 0.92% | +796+5.9% | Added |
| Harvest Fund Management Co., Ltd | 14,236 | $3.37M | 0.14% | −7,545−34.6% | Reduced |
| GAMMA Investing LLC | 14,185 | $3.36M | 0.19% | −1,272−8.2% | Reduced |
| Ritholtz Wealth Management | 14,164 | $3.36M | 0.07% | −410−2.8% | Reduced |
| Collar Capital Management, LLC | 14,161 | $3.36M | 2.36% | +14,161 | New |
| Cozad Asset Management Inc | 14,069 | $3.33M | 0.27% | +522+3.9% | Added |
| PKO Investment Management Joint-Stock Co | 14,000 | $3.32M | 0.28% | −8,000−36.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 13,988 | $3.32M | 1.02% | +1,917+15.9% | Added |
| Wells Trecaso Financial Group, LLC | 13,970 | $3.31M | 1.57% | −8,698−38.4% | Reduced |
| Tritonpoint Wealth, LLC | 13,931 | $3.31M | 0.28% | −729−5.0% | Reduced |
| Buckingham Strategic Partners | 13,824 | $3.30M | 0.04% | +6,273+83.1% | Added |
| Charter Trust Co | 13,747 | $3.26M | 0.20% | −839−5.8% | Reduced |
| Midwest Professional Planners, LTD. | 13,666 | $3.24M | 0.79% | −1,496−9.9% | Reduced |
| Twin Capital Management Inc | 13,659 | $3.24M | 0.41% | −1,952−12.5% | Reduced |
| Maia Wealth LLC | 13,380 | $3.23M | 0.54% | +3,601+36.8% | Added |
| Peapack Gladstone Financial Corp | 13,617 | $3.23M | 0.04% | +2,305+20.4% | Added |
| Correct Capital Wealth Management | 13,547 | $3.21M | 0.59% | +4,114+43.6% | Added |
| Smith, Salley & Associates | 13,541 | $3.21M | 0.17% | +3,965+41.4% | Added |
| AXS Investments LLC | 13,510 | $3.20M | 1.01% | +543+4.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 13,498 | $3.20M | 0.54% | +2,295+20.5% | Added |
| Volterra Technologies LP | 13,495 | $3.20M | 2.12% | +13,495 | New |
| Alta Capital Management LLC | 13,493 | $3.20M | 0.18% | +12,373+1,104.7% | Added |
| WD Rutherford LLC | 13,448 | $3.19M | 1.36% | −270−2.0% | Reduced |
| Mutual Advisors, LLC | 12,473 | $3.18M | 0.07% | −1,156−8.5% | Reduced |
| Stansberry Asset Management, LLC | 13,385 | $3.17M | 0.33% | +9,553+249.3% | Added |
| Altrafin AG | 13,381 | $3.17M | 1.01% | +1,037+8.4% | Added |
| Hohimer Wealth Management, LLC | 13,355 | $3.17M | 0.44% | +12,151+1,009.2% | Added |
| IHT Wealth Management, LLC | 13,316 | $3.16M | 0.08% | −1,802−11.9% | Reduced |
| First American Bank | 13,309 | $3.15M | 0.20% | +8,772+193.3% | Added |
| Everence Capital Management Inc | 13,270 | $3.15M | 0.19% | −5,800−30.4% | Reduced |
| Kornitzer Capital Management Inc | 13,268 | $3.14M | 0.06% | −12,215−47.9% | Reduced |
| MV Capital Management, Inc. | 13,186 | $3.13M | 0.30% | +2,805+27.0% | Added |
| Marion Wealth Management | 13,116 | $3.11M | 0.74% | +137+1.1% | Added |
| Partners Capital Investment Group, LLP | 13,075 | $3.10M | 0.12% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 13,067 | $3.10M | 0.35% | +738+6.0% | Added |
| Rockland Trust Co | 13,066 | $3.10M | 0.13% | +12,017+1,145.6% | Added |
| Resources Investment Advisors, LLC. | 13,021 | $3.09M | 0.03% | −24,166−65.0% | Reduced |
| National Asset Management, Inc. | 12,996 | $3.08M | 0.15% | +135+1.0% | Added |
| Mission Creek Capital Partners, Inc. | 12,951 | $3.07M | 0.61% | +5,324+69.8% | Added |
| B&D White Capital Company, LLC | 12,950 | $3.07M | 0.39% | +12,950 | New |
| Cohen Investment Advisors LLC | 12,940 | $3.07M | 1.49% | +753+6.2% | Added |
| Garrett Investment Advisors LLC | 12,911 | $3.06M | 0.25% | +307+2.4% | Added |
| FRG Family Wealth Advisors LLC | 12,906 | $3.06M | 0.49% | −3,280−20.3% | Reduced |
| Glassy Mountain Advisors, Inc. | 12,892 | $3.06M | 0.92% | −50.0% | Reduced |
| Winch Advisory Services, LLC | 12,892 | $3.06M | 0.69% | −9−0.1% | Reduced |
| HighVista Strategies LLC | 12,885 | $3.05M | 0.75% | +1,700+15.2% | Added |
| Verde Capital Management | 12,847 | $3.04M | 0.67% | +3,796+41.9% | Added |
| First Horizon Corp | 12,797 | $3.03M | 0.14% | +12,797 | New |
| EPG Wealth Management LLC | 12,790 | $3.03M | 0.83% | +5,020+64.6% | Added |
| Finer Wealth Management, Inc. | 12,716 | $3.01M | 1.50% | +318+2.6% | Added |
| Hilltop Holdings Inc. | 12,676 | $3.00M | 0.16% | −893−6.6% | Reduced |
| RD Finance Ltd | 12,645 | $3.00M | 3.21% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 12,601 | $2.99M | 0.40% | +14+0.1% | Added |
| Advocate Group LLC | 12,584 | $2.98M | 0.49% | +551+4.6% | Added |
| Paradigm Financial Partners, LLC | 12,574 | $2.98M | 0.30% | +103+0.8% | Added |
| Mathes Company, Inc. | 12,558 | $2.98M | 1.07% | +45+0.4% | Added |
| Cache Advisors, LLC | 12,552 | $2.97M | 0.52% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,540 | $2.97M | 0.15% | +4,511+56.2% | Added |
| Quintet Private Bank (Europe) S.A. | 12,524 | $2.97M | 0.17% | −508−3.9% | Reduced |
| Fidelis Capital Partners, LLC | 12,503 | $2.96M | 0.23% | +621+5.2% | Added |
| Krilogy Financial LLC | 11,652 | $2.94M | 0.11% | +11,652 | New |
| New Hampshire Trust | 12,414 | $2.94M | 0.57% | +320+2.6% | Added |
| Hillman Capital Management, Inc. | 12,371 | $2.93M | 1.71% | +223+1.8% | Added |
| Kovack Advisors, Inc. | 12,364 | $2.93M | 0.28% | +205+1.7% | Added |
| Independence Bank of Kentucky | 12,364 | $2.93M | 0.38% | +233+1.9% | Added |
| Rockline Wealth Management, LLC | 12,356 | $2.93M | 0.61% | −1,147−8.5% | Reduced |
| Engineers Gate Manager LP | 12,352 | $2.93M | 0.03% | −141,898−92.0% | Reduced |
| Mirae Asset Securities (USA) Inc. | 12,329 | $2.92M | 0.13% | −204−1.6% | Reduced |
| Harrell Investment Partners, LLC | 12,324 | $2.92M | 0.69% | −422−3.3% | Reduced |
| Graphene Investments SAS | 12,300 | $2.92M | 1.84% | +2,200+21.8% | Added |
| KPP Advisory Services LLC | 12,253 | $2.90M | 0.43% | +555+4.7% | Added |
| Y.D. More Investments Ltd | 12,227 | $2.90M | 0.16% | +133+1.1% | Added |
| Wealthcare Advisory Partners LLC | 12,199 | $2.89M | 0.06% | +1,163+10.5% | Added |
| Change Path, LLC | 12,182 | $2.89M | 0.07% | −369−2.9% | Reduced |
| John G Ullman & Associates Inc | 12,175 | $2.89M | 0.39% | −1,094−8.2% | Reduced |
| GPM Growth Investors, Inc. | 12,134 | $2.88M | 1.11% | +118+1.0% | Added |
| Renaissance Investment Group LLC | 12,095 | $2.87M | 0.58% | −2,999−19.9% | Reduced |
| Resources Management Corp | 12,081 | $2.86M | 0.37% | +2,597+27.4% | Added |
| Silphium Asset Management Ltd | 12,007 | $2.85M | 0.84% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 11,981 | $2.84M | 0.51% | −1,250−9.4% | Reduced |
| Frank, Rimerman Advisors LLC | 11,997 | $2.84M | 0.18% | −4,557−27.5% | Reduced |
| Beech Hill Advisors, Inc. | 11,997 | $2.84M | 1.33% | +1,765+17.2% | Added |
| Zhang Financial LLC | 11,989 | $2.84M | 0.12% | +2,051+20.6% | Added |
| Miracle Mile Advisors, LLC | 11,987 | $2.84M | 0.04% | −10,560−46.8% | Reduced |
| Canandaigua National Bank & Trust Co | 11,975 | $2.84M | 0.25% | +576+5.1% | Added |
| Parsonex Advisory Services, Inc. | 11,974 | $2.84M | 1.93% | +3,350+38.8% | Added |
| Davidson Capital Management Inc. | 11,972 | $2.84M | 0.63% | +113+1.0% | Added |
| Lord, Abbett & Co. LLC | 11,962 | $2.83M | 0.01% | −173,782−93.6% | Reduced |
| Courier Capital LLC | 11,958 | $2.83M | 0.16% | −307−2.5% | Reduced |
| Skopos Labs, Inc. | 10,365 | $2.83M | 0.38% | −308−2.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 11,906 | $2.82M | 0.68% | +230+2.0% | Added |
| Archford Capital Strategies, LLC | 11,881 | $2.82M | 0.34% | +1,014+9.3% | Added |
| Hall Laurie J Trustee | 11,871 | $2.81M | 0.92% | +3,426+40.6% | Added |
| Icon Advisers Inc | 11,862 | $2.81M | 0.61% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 11,846 | $2.81M | 0.16% | −1,305−9.9% | Reduced |
| Advisors Preferred, LLC | 11,900 | $2.80M | 0.41% | +2,000+20.2% | Added |
| Insigneo Advisory Services, LLC | 11,827 | $2.80M | 0.20% | +368+3.2% | Added |
| United Bank | 11,620 | $2.75M | 0.96% | +1,422+13.9% | Added |
| Summit Wealth Group LLC | 13,574 | $2.75M | 0.38% | +12,519+1,186.6% | Added |