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 |
|---|---|---|---|---|---|
| Arvest Investments, Inc. | 7,364 | $1.75M | 0.25% | +156+2.2% | Added |
| Center for Financial Planning, Inc. | 7,362 | $1.74M | 0.19% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 7,303 | $1.73M | 0.05% | +134+1.9% | Added |
| Voya Financial Advisors, Inc. | 7,063 | $1.73M | 0.17% | −403−5.4% | Reduced |
| Private Trust Co NA | 7,243 | $1.72M | 0.15% | −2,202−23.3% | Reduced |
| Unique Wealth Strategies, LLC | 7,224 | $1.71M | 0.67% | +2,311+47.0% | Added |
| Oak Harbor Wealth Partners, LLC | 7,216 | $1.71M | 0.42% | −1,691−19.0% | Reduced |
| BankPlus Trust Department | 7,213 | $1.71M | 0.46% | +145+2.1% | Added |
| TSFG, LLC | 7,210 | $1.71M | 0.27% | −38−0.5% | Reduced |
| Great Lakes Retirement, Inc. | 7,180 | $1.70M | 0.19% | −3,616−33.5% | Reduced |
| Heritage Wealth Management, Inc. | 7,172 | $1.70M | 0.50% | +4,537+172.2% | Added |
| Steel Peak Wealth Management LLC | 7,141 | $1.70M | 0.06% | +701+10.9% | Added |
| Greenup Street Wealth Management LLC | 7,097 | $1.68M | 0.26% | +7,097 | New |
| LMG Wealth Partners, LLC | 7,073 | $1.68M | 0.31% | +709+11.1% | Added |
| Exit Wealth Advisors, LLC. | 7,069 | $1.68M | 1.12% | +7,069 | New |
| Signature Wealth Management Group | 7,055 | $1.67M | 0.65% | −72−1.0% | Reduced |
| Davy Global Fund Management Ltd | 7,043 | $1.67M | 0.11% | +4,037+134.3% | Added |
| Field & Main Bank | 7,022 | $1.66M | 0.49% | −695−9.0% | Reduced |
| Delaney Dennis R | 7,005 | $1.66M | 0.83% | −97−1.4% | Reduced |
| Harbor Investment Advisory, LLC | 23,631 | $1.66M | 0.14% | −2,695−10.2% | Reduced |
| Allen Investment Management LLC | 6,973 | $1.65M | 0.02% | −36−0.5% | Reduced |
| Intrust Bank NA | 6,963 | $1.65M | 0.14% | −556−7.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,935 | $1.64M | 0.37% | −1,733−20.0% | Reduced |
| Fulcrum Asset Management LLP | 6,931 | $1.64M | 0.46% | −193−2.7% | Reduced |
| Cooper Financial Group | 6,929 | $1.64M | 0.18% | −875−11.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 6,915 | $1.64M | 0.74% | +11+0.2% | Added |
| Banco BTG Pactual S.A. | 6,917 | $1.64M | 0.24% | +5,494+386.1% | Added |
| Brandywine Managers, LLC | 6,913 | $1.64M | 1.57% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 6,882 | $1.63M | 0.49% | +104+1.5% | Added |
| Strengthening Families & Communities, LLC | 6,807 | $1.63M | 0.36% | +414+6.5% | Added |
| Nautilus Advisors LLC | 6,873 | $1.63M | 1.10% | +10.0% | Added |
| JT Stratford LLC | 6,866 | $1.63M | 0.22% | −480−6.5% | Reduced |
| Convergence Financial, LLC | 6,841 | $1.62M | 0.24% | +309+4.7% | Added |
| GFS Advisors, LLC | 6,818 | $1.62M | 0.21% | +5,574+448.1% | Added |
| Larson Financial Group LLC | 6,801 | $1.61M | 0.06% | +2,561+60.4% | Added |
| Okabena Investment Services Inc | 6,791 | $1.61M | 0.31% | +1,718+33.9% | Added |
| Northstar Group, Inc. | 6,782 | $1.61M | 0.23% | −20−0.3% | Reduced |
| Prosperity Financial Group, Inc. | 6,780 | $1.61M | 0.59% | +5,552+452.1% | Added |
| Thrive Wealth Management, LLC | 6,743 | $1.60M | 0.24% | −492−6.8% | Reduced |
| Regatta Capital Group, LLC | 6,741 | $1.60M | 0.25% | 00.0% | Unchanged |
| Camden Capital, LLC | 6,683 | $1.58M | 0.11% | −55−0.8% | Reduced |
| Goelzer Investment Management, Inc. | 6,679 | $1.58M | 0.08% | −682−9.3% | Reduced |
| Tounjian Advisory Partners, LLC | 6,634 | $1.57M | 0.53% | −5,242−44.1% | Reduced |
| Morangie Management LLC | 6,621 | $1.57M | 1.36% | +46+0.7% | Added |
| 1776 Wealth LLC | 6,610 | $1.57M | 0.60% | −46−0.7% | Reduced |
| VELA Investment Management, LLC | 6,597 | $1.56M | 0.45% | +1,905+40.6% | Added |
| Fortress Private Ledger, LLC | 6,595 | $1.56M | 0.57% | +5,463+482.6% | Added |
| Paradigm Asset Management Co LLC | 6,550 | $1.55M | 0.36% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 6,546 | $1.55M | 0.12% | +4+0.1% | Added |
| Portside Wealth Group, LLC | 6,542 | $1.55M | 0.22% | +968+17.4% | Added |
| Coastline Trust Co | 6,531 | $1.55M | 0.17% | −209−3.1% | Reduced |
| Paragon Private Wealth Management, LLC | 6,530 | $1.55M | 0.51% | +910+16.2% | Added |
| Castle Wealth Management LLC | 6,515 | $1.55M | 0.52% | +292+4.7% | Added |
| Rossmore Private Capital | 6,514 | $1.54M | 0.17% | 00.0% | Unchanged |
| Choate Investment Advisors | 6,504 | $1.54M | 0.03% | +797+14.0% | Added |
| NBC Securities, Inc. | 6,494 | $1.54M | 0.12% | −4,624−41.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 6,472 | $1.53M | 0.12% | −920−12.4% | Reduced |
| Boston Private Wealth LLC | 6,463 | $1.53M | 0.08% | −2,502−27.9% | Reduced |
| SWP Investment Management LLC | 6,459 | $1.53M | 1.50% | −1,366−17.5% | Reduced |
| St. Johns Investment Management Company, LLC | 6,415 | $1.52M | 0.65% | −508−7.3% | Reduced |
| Dempze Nancy E | 6,395 | $1.52M | 0.83% | +888+16.1% | Added |
| Saturna Capital CORP | 6,386 | $1.51M | 0.02% | −375−5.5% | Reduced |
| Berkshire Bank | 6,385 | $1.51M | 0.33% | −451−6.6% | Reduced |
| GraniteShares Advisors LLC | 6,355 | $1.51M | 0.87% | +362+6.0% | Added |
| Keel Point, LLC | 6,352 | $1.51M | 0.09% | −367−5.5% | Reduced |
| Chickasaw Capital Management LLC | 6,330 | $1.50M | 0.06% | −1,570−19.9% | Reduced |
| Canopy Partners, LLC | 6,327 | $1.50M | 0.50% | −5−0.1% | Reduced |
| Lineweaver Wealth Advisors, LLC | 6,324 | $1.50M | 0.22% | −114−1.8% | Reduced |
| Ellevest, Inc. | 6,317 | $1.50M | 0.21% | +8+0.1% | Added |
| Mainstream Capital Management LLC | 6,311 | $1.50M | 0.99% | −140−2.2% | Reduced |
| Ancora Advisors, LLC | 6,301 | $1.49M | 0.03% | −1,662−20.9% | Reduced |
| Icapital Wealth LLC | 6,292 | $1.49M | 0.82% | −1,259−16.7% | Reduced |
| NorthStar Asset Management LLC | 6,289 | $1.49M | 0.71% | +82+1.3% | Added |
| Wealth Alliance | 6,289 | $1.49M | 0.15% | −2,367−27.3% | Reduced |
| IMA Wealth, Inc. | 6,265 | $1.49M | 0.15% | −72−1.1% | Reduced |
| Highland Capital Management, LLC | 6,256 | $1.48M | 0.07% | −1,504−19.4% | Reduced |
| Augustine Asset Management Inc | 6,249 | $1.48M | 0.30% | +21+0.3% | Added |
| First Pacific Financial | 6,244 | $1.48M | 0.21% | −707−10.2% | Reduced |
| 1st Source Bank | 6,241 | $1.48M | 0.08% | −239−3.7% | Reduced |
| Evoke Wealth, LLC | 6,224 | $1.48M | 0.03% | −514−7.6% | Reduced |
| Mainstay Capital Management LLC | 6,227 | $1.48M | 0.15% | −5,307−46.0% | Reduced |
| Journey Strategic Wealth LLC | 6,225 | $1.48M | 0.04% | +67+1.1% | Added |
| Grandview Asset Management LLC | 6,219 | $1.47M | 0.41% | −570−8.4% | Reduced |
| Tealwood Asset Management Inc | 6,217 | $1.47M | 0.60% | −7−0.1% | Reduced |
| Cornerstone National Bank & Trust Co | 6,212 | $1.47M | 0.60% | +39+0.6% | Added |
| Elefante Mark B | 6,210 | $1.47M | 0.94% | +1,801+40.8% | Added |
| AA Financial Advisors, LLC | 6,207 | $1.47M | 0.29% | +625+11.2% | Added |
| Bard Financial Services, Inc. | 6,200 | $1.47M | 0.16% | 00.0% | Unchanged |
| Burns J W & Co Inc | 6,184 | $1.47M | 0.17% | −590−8.7% | Reduced |
| Ausdal Financial Partners, Inc. | 6,180 | $1.46M | 0.07% | +2,059+50.0% | Added |
| Mirabaud & Cie SA | 6,165 | $1.46M | 0.46% | −530−7.9% | Reduced |
| BCJ Capital Management, LLC | 6,158 | $1.46M | 0.09% | +1,388+29.1% | Added |
| Grant Private Wealth Management Inc | 6,151 | $1.46M | 0.90% | +6,151 | New |
| Wright Investors Service Inc | 6,139 | $1.45M | 0.42% | +1,848+43.1% | Added |
| Navalign, LLC | 6,136 | $1.45M | 0.38% | −1,261−17.0% | Reduced |
| Nilsine Partners, LLC | 6,124 | $1.45M | 0.13% | −373−5.7% | Reduced |
| Orrstown Financial Services Inc | 6,107 | $1.45M | 0.25% | −1,188−16.3% | Reduced |
| Gen-Wealth Partners Inc | 6,101 | $1.45M | 0.49% | +1,576+34.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,100 | $1.45M | 0.38% | −900−12.9% | Reduced |
| Delta Financial Advisors LLC | 6,091 | $1.44M | 0.41% | −10.0% | Reduced |