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 |
|---|---|---|---|---|---|
| Stoneridge Investment Partners LLC | 9,269 | $2.20M | 1.51% | +929+11.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 9,256 | $2.19M | 0.03% | −135,850−93.6% | Reduced |
| Boltwood Capital Management | 9,236 | $2.19M | 0.58% | −15−0.2% | Reduced |
| Birch Hill Investment Advisors LLC | 9,232 | $2.19M | 0.09% | −400−4.2% | Reduced |
| Belpointe Asset Management LLC | 9,231 | $2.19M | 0.08% | −25−0.3% | Reduced |
| De Burlo Group Inc | 9,214 | $2.18M | 0.26% | −4,005−30.3% | Reduced |
| TLWM | 9,205 | $2.18M | 0.39% | +2,309+33.5% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 9,183 | $2.18M | 0.17% | −8,224−47.2% | Reduced |
| LifePlan Financial, LLC | 9,166 | $2.17M | 1.72% | +406+4.6% | Added |
| Naviter Wealth, LLC | 9,130 | $2.17M | 0.25% | −229−2.4% | Reduced |
| Eastern Bank | 9,145 | $2.17M | 0.04% | −10,188−52.7% | Reduced |
| Cigna Investments Inc | 9,118 | $2.16M | 0.31% | −88−1.0% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 9,079 | $2.15M | 0.28% | +1,987+28.0% | Added |
| Chicago Partners Investment Group LLC | 8,390 | $2.13M | 0.06% | +301+3.7% | Added |
| Jacobi Capital Management LLC | 8,984 | $2.13M | 0.13% | +1,882+26.5% | Added |
| Welch & Forbes LLC | 8,972 | $2.13M | 0.03% | −281−3.0% | Reduced |
| FOCUS Wealth Advisors, LLC | 8,958 | $2.12M | 1.02% | +999+12.6% | Added |
| StoneX Group Inc. | 8,941 | $2.12M | 0.09% | +248+2.9% | Added |
| Jamison Private Wealth Management, Inc. | 8,889 | $2.11M | 0.27% | +1,306+17.2% | Added |
| Thompson Investment Management, Inc. | 8,883 | $2.11M | 0.28% | +7,863+770.9% | Added |
| Processus Wealth & Capital Management, LLC | 8,865 | $2.10M | 1.51% | −1,025−10.4% | Reduced |
| Citizens & Northern Corp | 8,850 | $2.10M | 0.52% | +29+0.3% | Added |
| Clear Harbor Asset Management, LLC | 8,830 | $2.09M | 0.15% | −218−2.4% | Reduced |
| Pictet North America Advisors SA | 8,816 | $2.09M | 0.20% | −10−0.1% | Reduced |
| Mirador Capital Partners LP | 8,815 | $2.09M | 0.30% | +178+2.1% | Added |
| Ameritas Investment Partners, Inc. | 8,774 | $2.08M | 0.06% | −342−3.8% | Reduced |
| Notis-McConarty Edward | 8,754 | $2.07M | 0.97% | +2,192+33.4% | Added |
| Future Fund LLC | 8,723 | $2.07M | 0.73% | +735+9.2% | Added |
| Portfolio Design Labs, LLC | 8,720 | $2.07M | 0.35% | +8,720 | New |
| Nelson Capital Management, LLC | 8,715 | $2.07M | 0.25% | +26+0.3% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 8,695 | $2.06M | 0.64% | +74+0.9% | Added |
| Hudson Canyon Capital Management | 7,855 | $2.05M | 1.18% | +686+9.6% | Added |
| Wellington Shields Capital Management, LLC | 8,660 | $2.05M | 0.31% | −3,606−29.4% | Reduced |
| Leelyn Smith, LLC | 8,633 | $2.05M | 0.31% | +765+9.7% | Added |
| Herbst Group, LLC | 8,621 | $2.04M | 1.27% | −504−5.5% | Reduced |
| AlphaCore Capital LLC | 8,585 | $2.04M | 0.07% | +1,298+17.8% | Added |
| J. Safra Sarasin Holding AG | 8,524 | $2.03M | 0.03% | −28,654−77.1% | Reduced |
| Pinnacle Holdings, LLC | 8,567 | $2.03M | 0.71% | −48−0.6% | Reduced |
| Dana Investment Advisors, Inc. | 8,565 | $2.03M | 0.06% | −7,204−45.7% | Reduced |
| Power Wealth Management LLC | 8,544 | $2.02M | 0.74% | +552+6.9% | Added |
| Triangle Securities Wealth Management | 8,501 | $2.01M | 0.46% | −497−5.5% | Reduced |
| Orin Green Financial, LLC | 8,461 | $2.01M | 0.80% | 00.0% | Unchanged |
| Syon Capital LLC | 8,440 | $2.00M | 0.11% | +1,441+20.6% | Added |
| Cove Private Wealth, LLC | 8,416 | $1.99M | 0.63% | +25+0.3% | Added |
| Krane Funds Advisors LLC | 8,197 | $1.99M | 0.06% | +5,172+171.0% | Added |
| Umpqua Bank | 8,423 | $1.99M | 0.56% | +111+1.3% | Added |
| Weaver Capital Management LLC | 8,385 | $1.99M | 0.43% | +680+8.8% | Added |
| Steinberg Asset Management LLC | 8,348 | $1.98M | 1.42% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 8,356 | $1.98M | 0.48% | −176−2.1% | Reduced |
| Blackhawk Capital Partners LLC. | 8,343 | $1.98M | 0.77% | +6,339+316.3% | Added |
| Wealth Management Partners, LLC | 8,316 | $1.97M | 0.63% | +634+8.3% | Added |
| Bridgeway Capital Management, LLC | 8,290 | $1.96M | 0.04% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 8,208 | $1.95M | 0.74% | −2,814−25.5% | Reduced |
| Union Bancaire Privee, UBP SA | 7,573 | $1.94M | 0.04% | −167,481−95.7% | Reduced |
| Sowell Financial Services LLC | 8,185 | $1.94M | 0.07% | −1,400−14.6% | Reduced |
| Venturi Wealth Management, LLC | 8,183 | $1.94M | 0.09% | −1,560−16.0% | Reduced |
| South Dakota Investment Council | 8,128 | $1.93M | 0.04% | +200+2.5% | Added |
| Elmwood Wealth Management, Inc. | 8,106 | $1.92M | 0.68% | +105+1.3% | Added |
| Heritage Trust Co | 8,091 | $1.92M | 0.20% | +59+0.7% | Added |
| RMR Wealth Builders | 8,089 | $1.92M | 0.16% | −1,421−14.9% | Reduced |
| WSFS Capital Management, LLC | 8,088 | $1.92M | 0.10% | +842+11.6% | Added |
| Little House Capital LLC | 8,078 | $1.91M | 0.44% | −1,408−14.8% | Reduced |
| Aaron Wealth Advisors | 8,047 | $1.91M | 0.12% | +1,374+20.6% | Added |
| Wealthspire Advisors, LLC | 7,987 | $1.89M | 0.01% | −1,545−16.2% | Reduced |
| KCM Investment Advisors LLC | 7,982 | $1.89M | 0.06% | −5,588−41.2% | Reduced |
| Caliber Wealth Management, LLC | 7,970 | $1.89M | 0.21% | +1,272+19.0% | Added |
| SageView Advisory Group, LLC | 7,967 | $1.89M | 0.07% | −2,083−20.7% | Reduced |
| AMG National Trust Bank | 7,967 | $1.89M | 0.05% | +530+7.1% | Added |
| WP Advisors, LLC | 7,929 | $1.88M | 0.48% | +434+5.8% | Added |
| Shepherd Financial Partners LLC | 7,926 | $1.88M | 0.18% | −56−0.7% | Reduced |
| First County Bank | 7,916 | $1.88M | 0.96% | +234+3.0% | Added |
| Procyon Private Wealth Partners, LLC | 7,901 | $1.87M | 0.11% | −1,015−11.4% | Reduced |
| Kampmann Melissa S. | 7,869 | $1.86M | 1.36% | −545−6.5% | Reduced |
| Signet Financial Management, LLC | 7,857 | $1.86M | 0.22% | −45−0.6% | Reduced |
| Harfst & Associates, Inc. | 7,855 | $1.86M | 0.34% | +109+1.4% | Added |
| Savvy Advisors, Inc. | 7,836 | $1.86M | 0.09% | +510+7.0% | Added |
| iA Global Asset Management Inc. | 7,806 | $1.85M | 0.03% | −38,544−83.2% | Reduced |
| HF Advisory Group, LLC | 7,774 | $1.84M | 0.68% | +1,388+21.7% | Added |
| Charter Research & Investment Group, Inc. | 7,762 | $1.84M | 1.27% | −100−1.3% | Reduced |
| Arista Wealth Management, LLC | 7,714 | $1.83M | 0.23% | +18+0.2% | Added |
| Central Valley Advisors, LLC | 7,704 | $1.83M | 0.57% | −206−2.6% | Reduced |
| Applied Finance Capital Management, LLC | 7,704 | $1.83M | 0.13% | −1,198−13.5% | Reduced |
| Sovran Advisors, LLC | 7,103 | $1.82M | 0.16% | +2,116+42.4% | Added |
| Econ Financial Services Corp | 7,670 | $1.82M | 0.91% | +2,431+46.4% | Added |
| Beaumont Asset Management, L.L.C. | 7,652 | $1.81M | 0.91% | −75−1.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,573 | $1.79M | 0.09% | +122+1.6% | Added |
| GAM Holding AG | 7,563 | $1.79M | 0.11% | +1,942+34.5% | Added |
| Koshinski Asset Management, Inc. | 7,553 | $1.79M | 0.12% | −123−1.6% | Reduced |
| West Branch Capital LLC | 7,535 | $1.79M | 0.47% | +803+11.9% | Added |
| Nicolet Bankshares Inc | 7,499 | $1.78M | 0.29% | −165−2.2% | Reduced |
| Bangor Savings Bank | 7,483 | $1.77M | 0.15% | +263+3.6% | Added |
| Stonegate Investment Group, LLC | 7,469 | $1.77M | 0.04% | −1,010−11.9% | Reduced |
| Cardiff Park Advisors, LLC | 7,442 | $1.76M | 0.14% | +18+0.2% | Added |
| Fulton Breakefield Broenniman LLC | 7,407 | $1.76M | 0.11% | −48,851−86.8% | Reduced |
| Atlas Brown,Inc. | 7,406 | $1.76M | 0.52% | +244+3.4% | Added |
| VCI Wealth Management LLC | 7,390 | $1.75M | 0.53% | +2,228+43.2% | Added |
| Teamwork Financial Advisors, LLC | 7,378 | $1.75M | 0.19% | +2,577+53.7% | Added |
| Great Lakes Advisors, LLC | 7,374 | $1.75M | 0.01% | −33,981−82.2% | Reduced |
| Kentucky Trust Co | 7,370 | $1.75M | 0.95% | +35+0.5% | Added |
| Dover Advisors, LLC | 7,356 | $1.75M | 0.70% | −543−6.9% | Reduced |