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 |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 6,077 | $1.44M | 0.09% | +268+4.6% | Added |
| Invst, LLC | 6,071 | $1.44M | 0.16% | −487−7.4% | Reduced |
| Cypress Capital Group | 6,069 | $1.44M | 0.17% | +30+0.5% | Added |
| Sphera Management Technology Funds Ltd | 6,060 | $1.44M | 0.73% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 6,051 | $1.43M | 0.04% | +1,280+26.8% | Added |
| Richard Bernstein Advisors LLC | 6,045 | $1.43M | 0.04% | −7,157−54.2% | Reduced |
| Park Place Capital Corp | 6,039 | $1.43M | 0.30% | −65−1.1% | Reduced |
| FLC Capital Advisors | 6,009 | $1.42M | 0.28% | +286+5.0% | Added |
| TRUE Private Wealth Advisors | 6,008 | $1.42M | 0.15% | −22−0.4% | Reduced |
| Ardsley Advisory Partners LP | 6,000 | $1.42M | 0.22% | +6,000 | New |
| Arrowroot Family Office, LLC | 5,996 | $1.42M | 0.57% | +441+7.9% | Added |
| Motiv8 Investments LLC | 5,966 | $1.41M | 0.75% | +2,038+51.9% | Added |
| 111 Capital | 5,959 | $1.41M | 0.27% | −13,822−69.9% | Reduced |
| Ramirez Asset Management, Inc. | 5,949 | $1.41M | 0.20% | +225+3.9% | Added |
| Argent Advisors, Inc. | 5,923 | $1.40M | 0.41% | +497+9.2% | Added |
| Sound View Wealth Advisors Group, LLC | 5,889 | $1.40M | 0.10% | +13+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 5,879 | $1.40M | 0.10% | +2,814+91.8% | Added |
| Gilbert & Cook, Inc. | 5,886 | $1.39M | 0.18% | +39+0.7% | Added |
| Fiduciary Group LLC | 5,885 | $1.39M | 0.12% | −26−0.4% | Reduced |
| Lewis Asset Management, LLC | 5,872 | $1.39M | 0.57% | −124−2.1% | Reduced |
| Littlejohn Financial Services, Inc. | 5,870 | $1.39M | 1.01% | −113−1.9% | Reduced |
| Prelude Capital Management, LLC | 5,860 | $1.39M | 0.11% | +5,860 | New |
| Bowman & Co S.C. | 5,822 | $1.38M | 0.58% | −113−1.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 5,696 | $1.38M | 0.01% | +3,400+148.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,804 | $1.38M | 0.28% | +3,286+130.5% | Added |
| Heartland Bank & Trust Co | 5,807 | $1.38M | 0.57% | −9−0.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,790 | $1.37M | 0.07% | −980−14.5% | Reduced |
| Trivant Custom Portfolio Group, LLC | 5,779 | $1.37M | 0.70% | −8−0.1% | Reduced |
| Guerra Pan Advisors, LLC | 5,778 | $1.37M | 0.83% | −71−1.2% | Reduced |
| Scott & Selber, Inc. | 5,763 | $1.37M | 0.35% | −87−1.5% | Reduced |
| Bell Bank | 5,763 | $1.37M | 0.06% | +126+2.2% | Added |
| Ballast, Inc. | 5,751 | $1.36M | 0.33% | +13+0.2% | Added |
| Ingalls & Snyder LLC | 5,736 | $1.36M | 0.04% | −762−11.7% | Reduced |
| Perennial Investment Advisors, LLC | 5,716 | $1.35M | 0.11% | −411−6.7% | Reduced |
| Anb Bank | 5,696 | $1.35M | 0.55% | +847+17.5% | Added |
| DSG Capital Advisors, LLC | 5,683 | $1.35M | 0.21% | −512−8.3% | Reduced |
| Chemistry Wealth Management LLC | 5,682 | $1.35M | 0.26% | +851+17.6% | Added |
| Thor Investment Management Inc | 5,655 | $1.34M | 0.81% | +92+1.7% | Added |
| Capstone Triton Financial Group, LLC | 5,645 | $1.34M | 0.90% | +70+1.3% | Added |
| Stablepoint Partners, LLC | 5,595 | $1.33M | 0.21% | −538−8.8% | Reduced |
| Parcion Private Wealth LLC | 5,584 | $1.32M | 0.08% | +315+6.0% | Added |
| Malaga Cove Capital, LLC | 5,578 | $1.32M | 0.48% | +1,012+22.2% | Added |
| RFG Holdings, Inc. | 5,573 | $1.32M | 0.34% | +1,374+32.7% | Added |
| Strategic Blueprint, LLC | 5,566 | $1.32M | 0.06% | −19,262−77.6% | Reduced |
| Palumbo Wealth Management LLC | 5,805 | $1.32M | 0.42% | +331+6.0% | Added |
| Princeton Capital Management LLC | 5,539 | $1.31M | 0.35% | −104−1.8% | Reduced |
| Stance Capital LLC | 5,535 | $1.31M | 0.48% | +548+11.0% | Added |
| Ayrshire Capital Management LLC | 5,530 | $1.31M | 0.61% | −364−6.2% | Reduced |
| DB Fitzpatrick & Co, Inc | 5,516 | $1.31M | 1.18% | +2,286+70.8% | Added |
| Catalyst Financial Partners LLC | 5,506 | $1.30M | 0.16% | −32−0.6% | Reduced |
| Asset Dedication, LLC | 5,505 | $1.30M | 0.09% | −440−7.4% | Reduced |
| CNB Bank | 5,504 | $1.30M | 0.54% | +803+17.1% | Added |
| Perfromance Wealth Partners, LLC | 5,498 | $1.30M | 0.04% | −1,971−26.4% | Reduced |
| CMT Capital Markets Trading GmbH | 5,493 | $1.30M | 0.54% | −18,307−76.9% | Reduced |
| Transcend Wealth Collective, LLC | 5,471 | $1.30M | 0.09% | −233−4.1% | Reduced |
| Headlands Technologies LLC | 5,467 | $1.30M | 0.10% | −5,887−51.8% | Reduced |
| Essex Financial Services, Inc. | 5,464 | $1.29M | 0.08% | +2,266+70.9% | Added |
| Viawealth, LLC | 5,461 | $1.29M | 0.71% | +198+3.8% | Added |
| Clare Market Investments LLC | 5,450 | $1.29M | 0.26% | +10.0% | Added |
| Apella Capital, LLC | 5,239 | $1.29M | 0.03% | −36−0.7% | Reduced |
| Legal Advantage Investments, Inc. | 5,437 | $1.29M | 0.58% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 5,426 | $1.29M | 0.90% | +234+4.5% | Added |
| Lazari Capital Management, Inc. | 5,419 | $1.28M | 0.43% | −45−0.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 5,417 | $1.28M | 0.33% | +130+2.5% | Added |
| PDS Planning, Inc | 5,405 | $1.28M | 0.09% | +292+5.7% | Added |
| Pitcairn Co | 5,404 | $1.28M | 0.10% | −3,798−41.3% | Reduced |
| Kaizen Financial Strategies | 5,351 | $1.28M | 0.58% | −906−14.5% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 5,402 | $1.28M | 0.07% | +5,402 | New |
| Johnson Financial Group, Inc. | 5,391 | $1.28M | 0.05% | +1,135+26.7% | Added |
| Tower Trust & Investment Co | 5,400 | $1.28M | 0.86% | −338−5.9% | Reduced |
| Sage Mountain Advisors LLC | 5,392 | $1.28M | 0.07% | +587+12.2% | Added |
| Embree Financial Group | 5,389 | $1.28M | 0.17% | −473−8.1% | Reduced |
| Visionary Wealth Advisors | 5,383 | $1.28M | 0.06% | +41+0.8% | Added |
| David Loasby | 5,320 | $1.28M | 0.10% | +3+0.1% | Added |
| Confluence Wealth Services, Inc. | 5,371 | $1.27M | 0.06% | −21−0.4% | Reduced |
| Joel Isaacson & Co., LLC | 5,369 | $1.27M | 0.05% | +2,358+78.3% | Added |
| KRS Capital Management, LLC | 5,365 | $1.27M | 0.77% | −16−0.3% | Reduced |
| MainStreet Investment Advisors LLC | 5,358 | $1.27M | 0.17% | +4,313+412.7% | Added |
| St. Clair Advisors, LLC | 5,349 | $1.27M | 0.34% | +75+1.4% | Added |
| ProVise Management Group, LLC | 5,341 | $1.27M | 0.09% | +304+6.0% | Added |
| Trust Co | 5,325 | $1.26M | 0.13% | +5,287+13,913.2% | Added |
| Carret Asset Management, LLC | 5,324 | $1.26M | 0.12% | +225+4.4% | Added |
| Redwood Investment Management, LLC | 5,319 | $1.26M | 0.14% | +5,319 | New |
| Elyxium Wealth, LLC | 5,312 | $1.26M | 0.44% | −60−1.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 5,306 | $1.26M | 0.04% | +1,218+29.8% | Added |
| Global X Japan Co., Ltd. | 5,280 | $1.25M | 0.11% | −864−14.1% | Reduced |
| 626 Financial, LLC | 5,278 | $1.25M | 0.55% | −143−2.6% | Reduced |
| State of Wyoming | 5,277 | $1.25M | 0.14% | −998−15.9% | Reduced |
| Ashton Thomas Securities, LLC | 5,260 | $1.25M | 0.17% | −261−4.7% | Reduced |
| GKV Capital Management Co., Inc. | 5,250 | $1.24M | 0.49% | −600−10.3% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 5,232 | $1.24M | 0.81% | +1,375+35.6% | Added |
| Tred Avon Family Wealth, LLC | 5,232 | $1.24M | 0.43% | +5,232 | New |
| Houlihan Financial Resource Group, Ltd. | 5,227 | $1.24M | 1.09% | −6,355−54.9% | Reduced |
| Renasant Bank | 5,222 | $1.24M | 0.79% | +116+2.3% | Added |
| Terra Alpha Investments LLC | 5,219 | $1.24M | 1.26% | +5,219 | New |
| AAFMAA Wealth Management & Trust LLC | 5,194 | $1.23M | 0.49% | +27+0.5% | Added |
| Schmidt P J Investment Management Inc | 5,191 | $1.23M | 0.20% | −335−6.1% | Reduced |
| Old Point Trust & Financial Services N A | 5,172 | $1.23M | 0.40% | +1,050+25.5% | Added |
| Alphadyne Asset Management LP | 5,169 | $1.23M | 0.83% | +4,344+526.5% | Added |
| Capital Performance Advisors LLP | 5,169 | $1.23M | 0.20% | +653+14.5% | Added |