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 |
|---|---|---|---|---|---|
| Oxler Private Wealth LLC | 3,590 | $850.9K | 0.25% | −27−0.7% | Reduced |
| South Plains Financial, Inc. | 3,585 | $849.6K | 0.53% | +1,942+118.2% | Added |
| Three Seasons Wealth, LLC | 3,579 | $849.6K | 0.08% | +958+36.6% | Added |
| ARS Wealth Advisors Group, LLC | 3,575 | $847.4K | 0.08% | +213+6.3% | Added |
| Howland Capital Management LLC | 3,560 | $845.2K | 0.03% | +112+3.2% | Added |
| Weiss Asset Management LP | 3,566 | $845.1K | 0.01% | −124,167−97.2% | Reduced |
| Aprio Wealth Management, LLC | 3,551 | $841.5K | 0.08% | +288+8.8% | Added |
| Simplicity Wealth,LLC | 3,538 | $838.5K | 0.05% | −2,585−42.2% | Reduced |
| Oder Investment Management, LLC | 3,531 | $836.9K | 0.60% | −167−4.5% | Reduced |
| Staley Capital Advisers Inc | 3,530 | $836.6K | 0.03% | +87+2.5% | Added |
| Cary Street Partner Investment Advisory LLC | 3,525 | $835.4K | 0.35% | −129−3.5% | Reduced |
| XTX Topco Ltd | 3,512 | $832.3K | 0.04% | −9,520−73.1% | Reduced |
| Kennebec Savings Bank | 3,509 | $831.6K | 0.76% | +121+3.6% | Added |
| First Affirmative Financial Network | 3,507 | $831.2K | 0.39% | +572+19.5% | Added |
| Trillium Asset Management, LLC | 3,506 | $831.0K | 0.02% | −456−11.5% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 3,506 | $831.0K | 0.53% | −84−2.3% | Reduced |
| Principal Street Partners, LLC | 3,506 | $830.9K | 0.13% | −1,323−27.4% | Reduced |
| Versor Investments LP | 3,501 | $829.7K | 0.15% | +3,501 | New |
| Nicholas Hoffman & Company, LLC. | 3,499 | $829.1K | 0.02% | +40+1.2% | Added |
| Pointe Capital Management LLC | 3,492 | $827.6K | 0.40% | +465+15.4% | Added |
| Putney Financial Group LLC | 3,489 | $826.9K | 0.82% | −331−8.7% | Reduced |
| Axq Capital, LP | 3,486 | $826.2K | 0.32% | +3,486 | New |
| Kraematon Investment Advisors, Inc | 3,468 | $822.0K | 0.70% | +2+0.1% | Added |
| Hutchinson Financial Advisors, INC | 3,461 | $820.3K | 0.81% | −882−20.3% | Reduced |
| Canandaigua National Trust Co of Florida | 3,458 | $819.5K | 0.65% | +196+6.0% | Added |
| Summit Global Investments | 3,453 | $818.0K | 0.05% | −144−4.0% | Reduced |
| Founders Financial Securities LLC | 3,438 | $814.9K | 0.06% | −1,475−30.0% | Reduced |
| BTC Capital Management, Inc. | 3,425 | $811.7K | 0.06% | +3,425 | New |
| Hudson Bay Capital Management LP | 3,420 | $810.5K | 0.00% | −9,084−72.6% | Reduced |
| Cyr Financial Inc. | 3,414 | $809.2K | 0.55% | +141+4.3% | Added |
| Global Assets Advisory, LLC | 3,411 | $808.5K | 0.24% | −2,389−41.2% | Reduced |
| Moseley Investment Management Inc | 3,371 | $799.0K | 0.24% | −231−6.4% | Reduced |
| Everest Management Corp. | 3,370 | $798.7K | 0.51% | −37−1.1% | Reduced |
| Holderness Investments Co | 3,364 | $797.3K | 0.16% | +290+9.4% | Added |
| Evelyn Partners Investment Management Services Ltd | 3,360 | $796.3K | 0.11% | +89+2.7% | Added |
| Aspire Growth Partners LLC | 3,355 | $795.0K | 0.58% | +39+1.2% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,354 | $794.8K | 0.33% | −170−4.8% | Reduced |
| Aventura Private Wealth, LLC | 3,341 | $791.9K | 0.29% | −3,575−51.7% | Reduced |
| Monetary Management Group Inc | 3,340 | $791.6K | 0.18% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 3,330 | $790.6K | 0.06% | −241−6.7% | Reduced |
| First National Bank | 3,327 | $788.5K | 0.42% | −180−5.1% | Reduced |
| Westerkirk Capital Inc. | 3,318 | $786.4K | 0.09% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,318 | $786.4K | 0.27% | +241+7.8% | Added |
| Wealth Alliance Advisory Group, LLC | 3,317 | $786.1K | 0.14% | −5,098−60.6% | Reduced |
| Gallacher Capital Management LLC | 3,313 | $785.1K | 0.31% | +3,313 | New |
| GM Advisory Group, Inc. | 3,301 | $782.4K | 0.03% | −510−13.4% | Reduced |
| XML Financial, LLC | 3,296 | $781.2K | 0.06% | +173+5.5% | Added |
| Abbot Financial Management, Inc. | 3,294 | $780.6K | 0.33% | +171+5.5% | Added |
| Essex LLC | 3,293 | $780.4K | 0.14% | +394+13.6% | Added |
| Arbor Capital Management Inc | 3,270 | $778.4K | 0.63% | +630+23.9% | Added |
| Roberts Capital Advisors, LLC | 3,262 | $773.1K | 0.86% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 3,260 | $772.6K | 0.19% | +926+39.7% | Added |
| Mainsail Financial Group, LLC | 3,256 | $771.7K | 0.33% | +497+18.0% | Added |
| Fore Capital, LLC | 3,250 | $770.3K | 0.98% | +3,250 | New |
| Carnegie Lake Advisors LLC | 3,246 | $769.3K | 0.30% | −640−16.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,246 | $768.0K | 0.27% | −216−6.2% | Reduced |
| NVWM, LLC | 3,276 | $766.0K | 0.17% | −2,829−46.3% | Reduced |
| Meridian Investment Counsel Inc. | 3,232 | $766.0K | 0.19% | +2+0.1% | Added |
| Meadow Creek Wealth Advisors LLC | 3,103 | $763.3K | 0.51% | −25−0.8% | Reduced |
| B&L Asset Management LLC | 3,220 | $763.1K | 0.39% | +255+8.6% | Added |
| Barings LLC | 3,216 | $762.2K | 0.01% | +58+1.8% | Added |
| Blodgett Wealth Advisors, LLC | 3,213 | $761.4K | 0.56% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 3,198 | $757.9K | 0.09% | +76+2.4% | Added |
| Roxbury Financial LLC | 3,196 | $757.6K | 0.70% | +119+3.9% | Added |
| Bristlecone Advisors, LLC | 3,194 | $757.0K | 0.06% | −1,987−38.4% | Reduced |
| Amica Retiree Medical Trust | 3,184 | $755.0K | 1.03% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 3,182 | $754.1K | 0.15% | +6+0.2% | Added |
| Andrew Hill Investment Advisors, Inc. | 3,177 | $752.9K | 0.59% | +3,177 | New |
| Garden State Investment Advisory Services LLC | 3,161 | $751.1K | 0.19% | −334−9.6% | Reduced |
| Gamco Investors, Inc. Et Al | 3,130 | $741.8K | 0.01% | −29−0.9% | Reduced |
| Romano Brothers and Company | 3,126 | $740.9K | 0.08% | −471−13.1% | Reduced |
| Boston Trust Walden Corp | 3,122 | $739.9K | 0.01% | +36+1.2% | Added |
| Nichols & Pratt Advisers LLP | 3,115 | $738.3K | 0.05% | 00.0% | Unchanged |
| Nvest Financial, LLC | 3,107 | $736.4K | 0.42% | −224−6.7% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,106 | $736.1K | 0.53% | +180+6.2% | Added |
| Quent Capital, LLC | 3,104 | $735.6K | 0.06% | +30+1.0% | Added |
| Csenge Advisory Group | 3,100 | $734.6K | 0.04% | −628−16.8% | Reduced |
| Retirement Planning Group | 3,087 | $731.5K | 0.03% | +3,087 | New |
| Carmel Capital Partners, LLC | 3,078 | $729.5K | 0.31% | −2,536−45.2% | Reduced |
| Rakuten Securities, Inc. | 3,078 | $729.5K | 0.27% | +1,142+59.0% | Added |
| Waverton Investment Management Ltd | 3,073 | $728.2K | 0.01% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 3,070 | $727.5K | 0.06% | +508+19.8% | Added |
| Watts Gwilliam & Co., LLC | 3,062 | $725.7K | 0.12% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 3,059 | $725.0K | 0.03% | +483+18.8% | Added |
| New Insight Wealth Advisors | 3,058 | $724.6K | 0.27% | −549−15.2% | Reduced |
| Investment House LLC | 3,050 | $722.9K | 0.03% | −40,463−93.0% | Reduced |
| Perbak Capital Partners LLP | 3,030 | $718.1K | 0.13% | +2,002+194.7% | Added |
| Warm Springs Advisors Inc. | 3,004 | $711.9K | 0.54% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 3,000 | $711.0K | 0.18% | +302+11.2% | Added |
| RiverFront Investment Group, LLC | 2,998 | $710.5K | 0.01% | +1,311+77.7% | Added |
| Jump Financial, LLC | 2,996 | $710.1K | 0.01% | −153,874−98.1% | Reduced |
| Concentrum Wealth Management | 2,991 | $709.0K | 0.20% | −31−1.0% | Reduced |
| WJ Financial Advisors LLC | 2,986 | $707.7K | 0.69% | +2,986 | New |
| Fukoku Mutual Life Insurance Co | 2,980 | $706.3K | 0.04% | −3,819−56.2% | Reduced |
| Flagship Wealth Advisors, LLC | 4,187 | $704.3K | 0.23% | +4,179+52,237.5% | Added |
| Clear Creek Financial Management, LLC | 2,971 | $704.1K | 0.06% | +1,477+98.9% | Added |
| First Citizens Bank & Trust Co | 2,961 | $701.8K | 0.02% | −354−10.7% | Reduced |
| Cypress Wealth Services, LLC | 2,951 | $699.5K | 0.11% | −18−0.6% | Reduced |
| Forefront Wealth Partners, LLC | 2,950 | $699.4K | 0.18% | −128−4.2% | Reduced |
| Harbour Investments, Inc. | 2,950 | $699.1K | 0.02% | −171−5.5% | Reduced |