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 |
|---|---|---|---|---|---|
| Quadcap Wealth Management, LLC | 4,332 | $1.03M | 0.12% | −1,774−29.1% | Reduced |
| United Community Bank | 4,324 | $1.02M | 0.32% | +545+14.4% | Added |
| Roman Butler Fullerton & Co | 4,072 | $1.02M | 0.27% | +564+16.1% | Added |
| Brookwood Investment Group LLC | 4,320 | $1.02M | 0.13% | +1,243+40.4% | Added |
| Worth Financial Advisory Group, LLC | 4,318 | $1.02M | 0.57% | −32−0.7% | Reduced |
| Creative Financial Designs Inc | 4,302 | $1.02M | 0.07% | +2,122+97.3% | Added |
| Prudent Man Advisors, LLC | 4,296 | $1.02M | 0.38% | −550−11.3% | Reduced |
| Liberty One Investment Management, LLC | 4,289 | $1.02M | 0.06% | +1,078+33.6% | Added |
| Byrne Asset Management LLC | – | $1.02M | 0.63% | – | – |
| JNBA Financial Advisors | 4,286 | $1.02M | 0.09% | −16−0.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,283 | $1.02M | 0.24% | +113+2.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 4,282 | $1.01M | 0.09% | +1,037+32.0% | Added |
| Integrated Quantitative Investments LLC | 4,270 | $1.01M | 0.29% | +7+0.2% | Added |
| LOM Asset Management Ltd | 4,264 | $1.01M | 0.31% | −1,951−31.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,956 | $1.01M | 0.16% | +650+19.7% | Added |
| Wincap Financial LLC | 4,224 | $1.00M | 0.69% | +288+7.3% | Added |
| Doliver Advisors, LP | 4,208 | $997.3K | 0.26% | +22+0.5% | Added |
| Minot DeBlois Advisors LLC | 4,205 | $996.7K | 0.90% | +260+6.6% | Added |
| Strait & Sound Wealth Management LLC | 4,202 | $995.8K | 0.38% | +49+1.2% | Added |
| Valmark Advisers, Inc. | 4,197 | $994.6K | 0.01% | +393+10.3% | Added |
| Richards, Merrill & Peterson, Inc. | 4,193 | $993.8K | 0.43% | +26+0.6% | Added |
| Octavia Wealth Advisors, LLC | 4,184 | $993.3K | 0.10% | +38+0.9% | Added |
| Shum Financial Group, Inc. | 4,188 | $992.6K | 0.74% | +4,188 | New |
| Arete Wealth Advisors, LLC | 4,173 | $990.0K | 0.06% | −4,227−50.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,170 | $988.3K | 0.21% | −29−0.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 4,164 | $986.8K | 0.34% | −87−2.0% | Reduced |
| West Family Investments, Inc. | 4,163 | $986.6K | 0.22% | +287+7.4% | Added |
| Aspiriant, LLC | 4,150 | $983.5K | 0.03% | −930−18.3% | Reduced |
| Salem Investment Counselors Inc | 4,139 | $981.8K | 0.03% | −189−4.4% | Reduced |
| First Business Financial Services, Inc. | 4,139 | $980.9K | 0.09% | −137−3.2% | Reduced |
| Capital Markets Trading UK LLP | 4,129 | $979.0K | 1.00% | +4,129 | New |
| Focus Financial Network, Inc. | 4,102 | $972.2K | 0.03% | +761+22.8% | Added |
| Payden & Rygel | 4,100 | $972.0K | 0.08% | +700+20.6% | Added |
| LCM Capital Management Inc | 4,082 | $967.5K | 0.46% | −101−2.4% | Reduced |
| Greykasell Wealth Strategies, Inc. | 4,079 | $966.8K | 0.41% | +25+0.6% | Added |
| BSW Wealth Partners | 4,078 | $966.5K | 0.12% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 4,061 | $962.4K | 0.32% | −95−2.3% | Reduced |
| North Star Investment Management Corp. | 4,059 | $961.9K | 0.06% | +30+0.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,058 | $961.7K | 0.05% | −913−18.4% | Reduced |
| Stableford Capital II LLC | 4,040 | $957.5K | 0.35% | −27−0.7% | Reduced |
| Brian Low Financial Group, LLC | 4,034 | $956.1K | 0.74% | −344−7.9% | Reduced |
| BluePath Capital Management, LLC | 4,026 | $954.3K | 0.70% | +617+18.1% | Added |
| Spire Wealth Management | 4,026 | $954.1K | 0.03% | −8,120−66.9% | Reduced |
| Cape Investment Advisory, Inc. | 4,002 | $948.5K | 0.93% | +203+5.3% | Added |
| Meiji Yasuda Life Insurance Co | 3,993 | $946.3K | 0.03% | −3,323−45.4% | Reduced |
| Magnolia Capital Advisors LLC | 3,990 | $945.6K | 0.25% | +51+1.3% | Added |
| Curbstone Financial Management Corp | 3,976 | $942.3K | 0.18% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 3,955 | $937.3K | 0.05% | −45,437−92.0% | Reduced |
| Quest Investment Management LLC | 3,938 | $933.3K | 0.10% | −21,490−84.5% | Reduced |
| Dudley Capital Management, LLC | 3,933 | $932.1K | 0.42% | −232−5.6% | Reduced |
| Benchmark Investment Advisors LLC | 3,893 | $932.1K | 0.54% | +3,893 | New |
| Sunbelt Securities, Inc. | 3,923 | $929.7K | 0.06% | +62+1.6% | Added |
| Bridges Investment Management Inc | 3,922 | $929.5K | 0.01% | −123−3.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 3,920 | $929.0K | 0.04% | +2,963+309.6% | Added |
| 3Chopt Investment Partners, LLC | 3,907 | $927.6K | 0.21% | +720+22.6% | Added |
| OV Management LLC | 3,908 | $926.2K | 0.79% | +37+1.0% | Added |
| Abc Arbitrage SA | 3,906 | $925.7K | 0.09% | −1,523−28.1% | Reduced |
| Probity Advisors, Inc. | 3,890 | $921.9K | 0.15% | +322+9.0% | Added |
| Twinbeech Capital LP | 3,878 | $919.1K | 0.04% | +1,495+62.7% | Added |
| Souders Financial Advisors | 3,864 | $915.8K | 0.11% | +209+5.7% | Added |
| Masso Torrence Wealth Management Inc. | 3,863 | $915.5K | 0.38% | +112+3.0% | Added |
| Advisory Alpha, LLC | 3,830 | $915.4K | 0.03% | +259+7.3% | Added |
| Etesian Wealth Advisors, Inc. | 3,861 | $915.1K | 0.30% | −1,046−21.3% | Reduced |
| Birinyi Associates Inc | 3,858 | $914.0K | 0.23% | 00.0% | Unchanged |
| Bank Ozk | 3,853 | $913.2K | 0.32% | −167−4.2% | Reduced |
| Unified Investment Management | 3,831 | $908.0K | 0.91% | −44−1.1% | Reduced |
| Sky Investment Group LLC | 3,827 | $907.0K | 0.15% | +232+6.5% | Added |
| Investment Partners Asset Management, Inc. | 3,820 | $905.3K | 0.60% | +148+4.0% | Added |
| Trust Point Inc. | 3,819 | $905.1K | 0.07% | −182−4.5% | Reduced |
| Nwam LLC | 3,563 | $904.5K | 0.05% | +34+1.0% | Added |
| Klingman & Associates, LLC | 3,804 | $901.5K | 0.05% | +450+13.4% | Added |
| Limestone Investment Advisors LP | 3,804 | $901.5K | 0.41% | +3,804 | New |
| Community Bank & Trust, Waco, Texas | 3,787 | $898.0K | 0.19% | −186−4.7% | Reduced |
| Gallagher Capital Advisors, LLC | 3,480 | $898.0K | 0.52% | −723−17.2% | Reduced |
| Quest Partners LLC | 3,776 | $894.9K | 0.06% | −3,828−50.3% | Reduced |
| Demars Financial Group, LLC | 3,764 | $892.0K | 0.31% | +1,401+59.3% | Added |
| Twin City Private Wealth, LLC | 3,756 | $891.6K | 0.70% | +78+2.1% | Added |
| Polen Capital Management LLC | 3,752 | $889.3K | 0.00% | −1,237−24.8% | Reduced |
| AustralianSuper Pty Ltd | 3,752 | $889.2K | 0.00% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 3,744 | $887.3K | 0.38% | +13+0.3% | Added |
| Rothschild Investment LLC | 3,743 | $887.1K | 0.05% | −153−3.9% | Reduced |
| Mattern Capital Management, LLC | 3,734 | $885.0K | 0.10% | +3,734 | New |
| Connecticut Wealth Management, LLC | 3,727 | $883.3K | 0.04% | +105+2.9% | Added |
| Personal Cfo Solutions, LLC | 3,723 | $882.3K | 0.15% | −468−11.2% | Reduced |
| Carr Financial Group Corp | 3,715 | $880.5K | 0.24% | −197−5.0% | Reduced |
| Fiduciary Financial Group, LLC | 3,697 | $876.2K | 0.14% | −218−5.6% | Reduced |
| Cascade Investment Group, Inc. | 3,685 | $873.3K | 0.58% | +192+5.5% | Added |
| Transatlantique Private Wealth LLC | 3,678 | $871.6K | 0.29% | −6,218−62.8% | Reduced |
| Crescent Sterling, Ltd. | 3,662 | $867.9K | 0.91% | +299+8.9% | Added |
| Burney Co | 3,649 | $864.8K | 0.03% | −2,193−37.5% | Reduced |
| Integrity Alliance, LLC. | 3,646 | $864.1K | 0.04% | +394+12.1% | Added |
| Sierra Capital LLC | 3,646 | $864.0K | 0.09% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 3,643 | $863.4K | 0.24% | +27+0.7% | Added |
| Lederer & Associates Investment Counsel | 3,633 | $861.0K | 0.56% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,623 | $860.2K | 0.03% | +242+7.2% | Added |
| Grove Bank & Trust | 3,618 | $857.5K | 0.10% | −220−5.7% | Reduced |
| Integrated Investment Consultants, LLC | 3,612 | $856.1K | 0.15% | +558+18.3% | Added |
| Ecofi Investissements SA | 3,600 | $853.2K | 1.02% | −800−18.2% | Reduced |
| Childress Capital Advisors, LLC | 3,598 | $852.7K | 0.16% | +894+33.1% | Added |
| Aviso Wealth Management | 3,596 | $852.3K | 0.37% | +723+25.2% | Added |