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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Gs Investments, Inc. | 11,589 | $2.75M | 1.36% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 11,552 | $2.74M | 0.59% | +418+3.8% | Added |
| Howard Capital Management Inc. | 11,542 | $2.74M | 0.04% | +299+2.7% | Added |
| Harbour Capital Advisors, LLC | 11,353 | $2.72M | 0.56% | −6,828−37.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,474 | $2.72M | 0.05% | +1,182+11.5% | Added |
| Winton Group Ltd | 11,396 | $2.70M | 0.10% | +11,396 | New |
| Norway Savings Bank | 11,379 | $2.70M | 1.30% | +517+4.8% | Added |
| Bensler, LLC | 11,318 | $2.68M | 0.28% | −481−4.1% | Reduced |
| OMC Financial Services LTD | 11,215 | $2.66M | 0.99% | −20.0% | Reduced |
| RFG Advisory, LLC | 11,206 | $2.66M | 0.05% | −4,396−28.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 11,195 | $2.65M | 0.07% | −1,868−14.3% | Reduced |
| 180 Wealth Advisors, LLC | 11,169 | $2.65M | 0.32% | −64−0.6% | Reduced |
| Avestar Capital, LLC | 11,139 | $2.64M | 0.19% | −495−4.3% | Reduced |
| Moody National Bank Trust Division | 11,148 | $2.64M | 0.22% | +498+4.7% | Added |
| Boomfish Wealth Group, LLC | 11,134 | $2.64M | 1.42% | +1,739+18.5% | Added |
| Roundview Capital LLC | 11,116 | $2.63M | 0.17% | −230−2.0% | Reduced |
| Trust Asset Management LLC | 11,033 | $2.61M | 0.18% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 11,000 | $2.61M | 0.64% | −1,400−11.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 11,012 | $2.61M | 1.45% | −1,170−9.6% | Reduced |
| M & L Capital Management Ltd | 11,000 | $2.61M | 0.52% | 00.0% | Unchanged |
| RV Capital GmbH | 10,980 | $2.60M | 0.48% | +10,980 | New |
| Sachetta, LLC | 10,975 | $2.60M | 0.97% | −93−0.8% | Reduced |
| Quantitative Investment Management, LLC | 10,951 | $2.60M | 0.36% | +10,951 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 10,926 | $2.59M | 0.01% | −111,689−91.1% | Reduced |
| Qtron Investments LLC | 10,894 | $2.58M | 0.32% | −1,415−11.5% | Reduced |
| Edgestream Partners, L.P. | 10,877 | $2.58M | 0.08% | +10,877 | New |
| Harel Insurance Investments & Financial Services Ltd. | 10,882 | $2.58M | 0.02% | −137,692−92.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,870 | $2.58M | 0.05% | +972+9.8% | Added |
| Scharf Investments, LLC | 10,832 | $2.57M | 0.06% | −284−2.6% | Reduced |
| Fulton Bank, N.A. | 10,773 | $2.55M | 0.09% | −153−1.4% | Reduced |
| Valley National Advisers Inc | 10,771 | $2.55M | 0.40% | +1,031+10.6% | Added |
| Arthur M. Cohen & Associates, LLC | 10,720 | $2.54M | 0.43% | −940−8.1% | Reduced |
| Concord Wealth Partners | 10,709 | $2.54M | 0.35% | +1,230+13.0% | Added |
| Mather Group, LLC. | 10,638 | $2.52M | 0.03% | +726+7.3% | Added |
| CWA Asset Management Group, LLC | 10,630 | $2.52M | 0.09% | −1,775−14.3% | Reduced |
| SCS Capital Management LLC | 10,556 | $2.51M | 0.03% | −676−6.0% | Reduced |
| Congress Park Capital LLC | 10,558 | $2.50M | 0.78% | +1,601+17.9% | Added |
| Resonant Capital Advisors, LLC | 10,538 | $2.50M | 0.15% | +1,040+10.9% | Added |
| Thoroughbred Financial Services, LLC | 10,555 | $2.50M | 0.15% | −5,802−35.5% | Reduced |
| Concord Asset Management, LLC | 10,542 | $2.50M | 0.45% | +1,063+11.2% | Added |
| Capital Investment Advisors, LLC | 10,538 | $2.50M | 0.04% | +60+0.6% | Added |
| CFC Planning Co LLC | 10,527 | $2.49M | 2.10% | +513+5.1% | Added |
| Shorepoint Capital Partners LLC | 10,523 | $2.49M | 0.50% | +10,523 | New |
| Shell Asset Management Co | 10,499 | $2.49M | 0.25% | −24,546−70.0% | Reduced |
| Integrated Advisors Network LLC | 10,492 | $2.49M | 0.10% | −2,705−20.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,466 | $2.48M | 0.26% | +1,872+21.8% | Added |
| True North Advisors, LLC | 10,452 | $2.48M | 0.39% | −211−2.0% | Reduced |
| Broderick Brian C | 10,434 | $2.47M | 0.47% | −1,408−11.9% | Reduced |
| Glen Eagle Advisors, LLC | 10,425 | $2.47M | 0.34% | +2,631+33.8% | Added |
| Lecap Asset Management Ltd | 10,425 | $2.47M | 0.86% | +4,975+91.3% | Added |
| Segment Wealth Management, LLC | 10,334 | $2.45M | 0.15% | −239−2.3% | Reduced |
| Axxcess Wealth Management, LLC | 10,303 | $2.44M | 0.05% | −791−7.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 10,234 | $2.43M | 1.16% | +150+1.5% | Added |
| Strategic Advisors LLC | 10,221 | $2.42M | 0.39% | +353+3.6% | Added |
| Campbell & CO Investment Adviser LLC | 10,206 | $2.42M | 0.18% | −3,880−27.5% | Reduced |
| Fieldview Capital Management, LLC | 10,188 | $2.41M | 0.39% | +10,188 | New |
| Kingswood Wealth Advisors, LLC | 10,182 | $2.41M | 0.15% | −107−1.0% | Reduced |
| Unique Wealth, LLC | 10,149 | $2.41M | 0.35% | −148−1.4% | Reduced |
| Atala Financial Inc | 10,137 | $2.40M | 1.52% | +2,292+29.2% | Added |
| Delta Global Management LP | 10,118 | $2.40M | 0.18% | −82,377−89.1% | Reduced |
| Missouri Trust & Investment Co | 10,110 | $2.40M | 0.71% | +412+4.2% | Added |
| VeraBank, N.A. | 10,078 | $2.39M | 0.45% | −328−3.2% | Reduced |
| BFSG, LLC | 10,046 | $2.38M | 0.23% | +9,684+2,675.1% | Added |
| Jefferies Financial Group Inc. | 10,042 | $2.38M | 0.02% | +5,111+103.7% | Added |
| Sculati Wealth Management, LLC | 10,021 | $2.37M | 0.84% | −20.0% | Reduced |
| Nations Financial Group Inc, | 9,986 | $2.37M | 0.15% | −2,944−22.8% | Reduced |
| Legacy Financial Advisors, Inc. | 9,966 | $2.36M | 0.33% | +1,703+20.6% | Added |
| Premier Path Wealth Partners, LLC | 9,956 | $2.36M | 0.30% | −89−0.9% | Reduced |
| TD Private Client Wealth LLC | 9,941 | $2.36M | 0.05% | −14,738−59.7% | Reduced |
| Mirabella Financial Services LLP | 9,925 | $2.35M | 0.20% | −2,201−18.2% | Reduced |
| Milestone Asset Management, LLC | 9,908 | $2.35M | 0.44% | +7,312+281.7% | Added |
| Coastal Bridge Advisors, LLC | 9,873 | $2.34M | 0.18% | −58−0.6% | Reduced |
| Smartleaf Asset Management LLC | 9,545 | $2.34M | 0.14% | +1,877+24.5% | Added |
| Moneta Group Investment Advisors LLC | 9,869 | $2.34M | 0.02% | −190−1.9% | Reduced |
| Cambria Investment Management, L.P. | 9,842 | $2.33M | 0.14% | +8,464+614.2% | Added |
| Institute for Wealth Management, LLC. | 9,839 | $2.33M | 0.24% | −351−3.4% | Reduced |
| Ronald Blue Trust, Inc. | 9,807 | $2.32M | 0.03% | −133−1.3% | Reduced |
| Bay Rivers Group | 9,773 | $2.32M | 0.98% | −228−2.3% | Reduced |
| Tiemann Investment Advisors, LLC | 9,755 | $2.31M | 0.88% | −271−2.7% | Reduced |
| Western Wealth Management, LLC | 9,752 | $2.31M | 0.12% | −1,891−16.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 9,719 | $2.30M | 0.04% | +95+1.0% | Added |
| Clarius Group, LLC | 9,716 | $2.30M | 0.14% | −1,863−16.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 9,692 | $2.30M | 0.53% | +972+11.1% | Added |
| SeaCrest Wealth Management, LLC | 9,552 | $2.30M | 0.24% | −871−8.4% | Reduced |
| Principle Wealth Partners LLC | 9,635 | $2.28M | 0.13% | −6−0.1% | Reduced |
| Magnetar Financial LLC | 9,630 | $2.28M | 0.01% | −22,450−70.0% | Reduced |
| Kidder Stephen W | 9,598 | $2.27M | 0.65% | +722+8.1% | Added |
| Sumitomo Life Insurance Co | 9,569 | $2.27M | 0.07% | −310−3.1% | Reduced |
| Forum Financial Management, LP | 9,541 | $2.26M | 0.03% | +381+4.2% | Added |
| SFE Investment Counsel | 9,523 | $2.26M | 0.36% | +9,523 | New |
| Cito Capital Group, LLC | 9,425 | $2.24M | 0.65% | −2,000−17.5% | Reduced |
| Cetera Trust Company, N.A | 9,436 | $2.24M | 1.25% | +25+0.3% | Added |
| EverSource Wealth Advisors, LLC | 9,387 | $2.22M | 0.09% | +609+6.9% | Added |
| Connable Office Inc | 9,369 | $2.22M | 0.21% | +18+0.2% | Added |
| Community Bank, N.A. | 9,329 | $2.21M | 0.27% | +2,905+45.2% | Added |
| Texas Yale Capital Corp. | 9,319 | $2.21M | 0.07% | +4,995+115.5% | Added |
| Sofos Investments, Inc. | 9,308 | $2.21M | 0.44% | +9,308 | New |
| First Financial Bankshares Inc | 9,301 | $2.20M | 0.05% | −70,738−88.4% | Reduced |
| Ascent Wealth Partners, LLC | 9,291 | $2.20M | 0.26% | −436−4.5% | Reduced |
| Boyd Watterson Asset Management LLC | 9,284 | $2.20M | 0.66% | +2,118+29.6% | Added |