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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Long Beach | 5,144 | $1.22M | 0.26% | −2,173−29.7% | Reduced |
| Group One Trading, L.P. | 5,142 | $1.22M | 0.04% | −2,385−31.7% | Reduced |
| Sax Wealth Advisors, LLC | 5,125 | $1.21M | 0.07% | +352+7.4% | Added |
| 1248 Management, LLC | 5,110 | $1.21M | 0.68% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 5,113 | $1.21M | 0.15% | −6,023−54.1% | Reduced |
| Invera Wealth Advisors, LLC | 5,085 | $1.21M | 0.74% | +254+5.3% | Added |
| Birchbrook, Inc. | 5,077 | $1.20M | 0.62% | −197−3.7% | Reduced |
| Allred Capital Management, LLC | 5,072 | $1.20M | 0.42% | +450+9.7% | Added |
| New Century Financial Group, LLC | 5,069 | $1.20M | 2.14% | +5,069 | New |
| Brucke Financial, Inc. | 4,609 | $1.20M | 0.70% | −60−1.3% | Reduced |
| Westside Investment Management, Inc. | 5,063 | $1.20M | 0.19% | +173+3.5% | Added |
| Financial Engines Advisors L.L.C. | 5,051 | $1.20M | 0.00% | −216−4.1% | Reduced |
| Virtue Asset Management LLC | 5,035 | $1.19M | 0.98% | +5,035 | New |
| Americana Partners, LLC | 5,031 | $1.19M | 0.04% | +1,606+46.9% | Added |
| MidWestOne Financial Group, Inc. | 5,023 | $1.19M | 0.14% | −978−16.3% | Reduced |
| Bond & Devick Financial Network, Inc. | 5,022 | $1.19M | 0.36% | +655+15.0% | Added |
| Kamunting Street Capital Management, L.P. | 5,000 | $1.19M | 0.88% | +5,000 | New |
| Ironwood Investment Management LLC | 4,997 | $1.18M | 0.52% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 4,995 | $1.18M | 0.07% | −95−1.9% | Reduced |
| Chicago Trust Co NA | 4,991 | $1.18M | 0.16% | −2,239−31.0% | Reduced |
| Alta Advisers Ltd | 4,970 | $1.18M | 0.36% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,965 | $1.18M | 0.12% | −464−8.5% | Reduced |
| Acorn Financial Advisory Services Inc | 4,940 | $1.17M | 0.18% | −211−4.1% | Reduced |
| Pictet Bank & Trust Ltd | 4,932 | $1.17M | 1.41% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 4,859 | $1.17M | 0.49% | +176+3.8% | Added |
| Soltis Investment Advisors LLC | 4,924 | $1.17M | 0.08% | +1,396+39.6% | Added |
| HBK Sorce Advisory LLC | 4,925 | $1.17M | 0.03% | −125−2.5% | Reduced |
| Interchange Capital Partners, LLC | 4,908 | $1.16M | 0.23% | +305+6.6% | Added |
| Fire Capital Management LLC | 4,913 | $1.16M | 0.67% | +244+5.2% | Added |
| Argyle Capital Partners, LLC | 4,897 | $1.16M | 0.83% | +1,933+65.2% | Added |
| Aviso Financial Inc. | 4,890 | $1.16M | 0.05% | +10.0% | Added |
| Lodestar Private Asset Management LLC | 4,887 | $1.16M | 0.12% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,880 | $1.16M | 0.07% | −483−9.0% | Reduced |
| Raelipskie Partnership | 4,877 | $1.16M | 0.50% | −25−0.5% | Reduced |
| Drive Wealth Management, LLC | 4,863 | $1.15M | 0.24% | −227−4.5% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 4,867 | $1.15M | 0.40% | −68−1.4% | Reduced |
| Ironwood Investment Counsel, LLC | 4,859 | $1.15M | 0.17% | −159−3.2% | Reduced |
| Ted Buchan & Co | 4,852 | $1.15M | 0.45% | +26+0.5% | Added |
| HM Payson & Co | 4,849 | $1.15M | 0.02% | −1,081−18.2% | Reduced |
| bLong Financial, LLC | 4,833 | $1.15M | 0.80% | −71−1.4% | Reduced |
| Stonebrook Private Inc. | 4,832 | $1.15M | 0.25% | −373−7.2% | Reduced |
| Geneva Capital Management LLC | 4,815 | $1.14M | 0.02% | −182−3.6% | Reduced |
| Cypress Advisory Group LLC | 4,806 | $1.14M | 0.84% | +2,037+73.6% | Added |
| Werba Rubin Papier Wealth Management | 4,801 | $1.14M | 0.18% | −328−6.4% | Reduced |
| Chapman Financial Group, LLC | 4,791 | $1.14M | 0.78% | +70+1.5% | Added |
| Quotient Wealth Partners, LLC | 4,780 | $1.13M | 0.03% | −292−5.8% | Reduced |
| Montecito Bank & Trust | 4,761 | $1.13M | 0.18% | +4,761 | New |
| Redmond Asset Management, LLC | 4,760 | $1.13M | 0.28% | −740−13.5% | Reduced |
| Legacy Capital Group California, Inc. | 4,748 | $1.13M | 0.29% | +1,448+43.9% | Added |
| Legacy Private Trust Co. | 4,741 | $1.12M | 0.07% | +2,189+85.8% | Added |
| Rehmann Capital Advisory Group | 4,759 | $1.12M | 0.06% | −101−2.1% | Reduced |
| Plancorp, LLC | 4,712 | $1.12M | 0.04% | −1,177−20.0% | Reduced |
| Navellier & Associates Inc | 4,708 | $1.12M | 0.11% | −122−2.5% | Reduced |
| First United Bank Trust | 4,701 | $1.11M | 0.36% | +51+1.1% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,650 | $1.10M | 0.58% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,646 | $1.10M | 0.09% | +602+14.9% | Added |
| GPS Wealth Strategies Group, LLC | 4,641 | $1.10M | 0.12% | −272−5.5% | Reduced |
| Harold Davidson & Associates Inc. | 4,638 | $1.10M | 0.50% | +199+4.5% | Added |
| Moody Lynn & Lieberson, LLC | 4,637 | $1.10M | 0.06% | +9+0.2% | Added |
| Emprise Bank | 4,630 | $1.10M | 0.47% | −106−2.2% | Reduced |
| Dearborn Partners LLC | 4,622 | $1.10M | 0.05% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 4,619 | $1.09M | 0.46% | −2,491−35.0% | Reduced |
| Sapient Capital LLC | 4,455 | $1.09M | 0.02% | −316−6.6% | Reduced |
| Fairscale Capital, LLC | 4,606 | $1.09M | 0.75% | −19−0.4% | Reduced |
| PFG Advisors | 4,612 | $1.09M | 0.04% | +462+11.1% | Added |
| Valley Brook Capital Group | 4,605 | $1.09M | 0.73% | −364−7.3% | Reduced |
| Options Solutions, LLC | 4,600 | $1.09M | 0.82% | −137−2.9% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,593 | $1.09M | 0.43% | −1,935−29.6% | Reduced |
| Michael B. Yongue | 4,586 | $1.09M | 0.77% | +136+3.1% | Added |
| Gardner Lewis Asset Management L P | 4,575 | $1.08M | 0.28% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,571 | $1.08M | 0.06% | −4,618−50.3% | Reduced |
| Palacios Wealth Management, LLC | 4,563 | $1.08M | 0.71% | −258−5.4% | Reduced |
| Formidable Asset Management, LLC | 3,959 | $1.08M | 0.17% | +446+12.7% | Added |
| Prosperity Consulting Group, LLC | 4,550 | $1.08M | 0.05% | +263+6.1% | Added |
| Delta Investment Management, LLC | 4,550 | $1.08M | 0.19% | +2,625+136.4% | Added |
| Essex Savings Bank | 4,533 | $1.07M | 0.24% | −216−4.5% | Reduced |
| Key Financial Inc | 4,556 | $1.07M | 0.20% | −36−0.8% | Reduced |
| Generali Investments, Management Co LLC | 4,514 | $1.07M | 0.22% | −8,601−65.6% | Reduced |
| Prana Capital Management, LP | 4,494 | $1.07M | 0.04% | +4,494 | New |
| MONECO Advisors, LLC | 4,489 | $1.06M | 0.09% | −35−0.8% | Reduced |
| Sterling Investment Counsel, LLC | 4,487 | $1.06M | 0.34% | +3,147+234.9% | Added |
| Orion Capital Management LLC | 4,484 | $1.06M | 0.37% | −330−6.9% | Reduced |
| Two Sigma Securities, LLC | 4,463 | $1.06M | 0.16% | +4,463 | New |
| Icon Wealth Advisors, LLC | 4,463 | $1.06M | 0.07% | +1,006+29.1% | Added |
| Core Wealth Advisors, Inc. | 4,462 | $1.06M | 0.28% | −946−17.5% | Reduced |
| Texas Bank & Trust Co | 4,457 | $1.06M | 0.40% | +739+19.9% | Added |
| Cornerstone Wealth Management, LLC | 4,448 | $1.05M | 0.06% | −28−0.6% | Reduced |
| Aldebaran Financial Inc. | 4,446 | $1.05M | 1.05% | +270+6.5% | Added |
| Central Bank & Trust Co | 4,437 | $1.05M | 0.17% | −2,029−31.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,431 | $1.05M | 0.24% | −35−0.8% | Reduced |
| Alliance Wealth Advisors, LLC | 4,418 | $1.05M | 0.25% | +977+28.4% | Added |
| BancorpSouth Bank | 4,416 | $1.05M | 0.06% | +8+0.2% | Added |
| Curated Wealth Partners LLC | 4,400 | $1.04M | 0.13% | +844+23.7% | Added |
| Cornercap Investment Counsel Inc | 4,385 | $1.04M | 0.52% | −70−1.6% | Reduced |
| Guardian Wealth Advisors, LLC | 4,377 | $1.04M | 0.07% | −220−4.8% | Reduced |
| Quantum Private Wealth, LLC | 4,373 | $1.04M | 0.30% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 4,359 | $1.03M | 0.15% | +189+4.5% | Added |
| Nabity-Jensen Investment Management Inc | 4,357 | $1.03M | 0.72% | −101−2.3% | Reduced |
| Crux Wealth Advisors | 4,350 | $1.03M | 0.41% | −99−2.2% | Reduced |
| Prostatis Group LLC | 4,336 | $1.03M | 0.26% | +695+19.1% | Added |