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 |
|---|---|---|---|---|---|
| Hill Island Financial LLC | 2,949 | $698.9K | 0.17% | +111+3.9% | Added |
| Great Diamond Partners, LLC | 2,939 | $696.5K | 0.14% | −380−11.4% | Reduced |
| Alpha Family Trust | 2,935 | $695.6K | 0.33% | 00.0% | Unchanged |
| Inceptionr LLC | 2,930 | $694.4K | 0.17% | −1,346−31.5% | Reduced |
| Bienville Capital Management, LLC | 2,924 | $694.2K | 0.13% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 2,927 | $693.7K | 0.24% | −113−3.7% | Reduced |
| Phillips Wealth Planners LLC | 2,817 | $692.4K | 0.57% | +108+4.0% | Added |
| Fiduciary Alliance LLC | 2,918 | $691.7K | 0.05% | +409+16.3% | Added |
| White Pine Capital LLC | 2,913 | $690.4K | 0.20% | −309−9.6% | Reduced |
| Bridgewater Advisors Inc. | 2,884 | $690.2K | 0.05% | −1,670−36.7% | Reduced |
| Rooted Wealth Advisors, Inc. | 2,870 | $689.8K | 0.21% | +1,736+153.1% | Added |
| Knuff & Co LLC | 2,908 | $689.2K | 0.20% | −2−0.1% | Reduced |
| Mechanics Financial Corp | 2,904 | $688.2K | 0.26% | +2,854+5,708.0% | Added |
| Stiles Financial Services Inc | 2,900 | $687.4K | 0.22% | +2,118+270.8% | Added |
| Fountainhead AM, LLC | 2,888 | $684.3K | 0.09% | +106+3.8% | Added |
| SGL Investment Advisors, Inc. | 2,617 | $683.9K | 0.28% | +1,557+146.9% | Added |
| Eads & Heald Wealth Management | 2,882 | $683.0K | 0.33% | −460−13.8% | Reduced |
| Zullo Investment Group, Inc. | 2,876 | $681.8K | 0.25% | +47+1.7% | Added |
| Gladius Capital Management LP | 2,872 | $680.7K | 1.34% | +1,551+117.4% | Added |
| TBH Global Asset Management, LLC | 2,871 | $680.4K | 0.13% | −450−13.6% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 2,867 | $679.5K | 0.50% | +89+3.2% | Added |
| Donald L. Hagan, LLC | 2,865 | $679.0K | 0.33% | −103−3.5% | Reduced |
| Aries Wealth Management | 2,863 | $678.5K | 0.16% | +597+26.3% | Added |
| Cornerstone Wealth Group, LLC | 2,857 | $677.0K | 0.05% | +169+6.3% | Added |
| Gryphon Financial Partners LLC | 2,854 | $676.5K | 0.08% | +340+13.5% | Added |
| Copperleaf Capital, LLC | 2,854 | $676.3K | 0.32% | −1,227−30.1% | Reduced |
| Wrapmanager Inc | 2,851 | $675.7K | 0.21% | −936−24.7% | Reduced |
| Baron Wealth Management LLC | 2,850 | $675.5K | 0.22% | −62−2.1% | Reduced |
| Fjell Capital, LLC | 2,846 | $674.6K | 0.59% | −2,241−44.1% | Reduced |
| Saiph Capital, LLC | 2,837 | $672.3K | 0.24% | +235+9.0% | Added |
| S&CO Inc | 2,839 | $672.0K | 0.04% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 2,834 | $671.7K | 0.15% | +645+29.5% | Added |
| Cromwell Holdings LLC | 2,822 | $670.0K | 0.36% | −366−11.5% | Reduced |
| Sageworth Trust Co | 2,821 | $668.6K | 0.03% | +2,821 | New |
| Riverbend Wealth Management, LLC | 2,817 | $667.7K | 0.47% | +75+2.7% | Added |
| Sunflower Bank, N.A. | 2,809 | $665.7K | 0.16% | −93−3.2% | Reduced |
| International Assets Investment Management, LLC | 2,436 | $662.3K | 0.05% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 2,602 | $661.6K | 0.10% | +815+45.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,784 | $659.9K | 0.09% | −166−5.6% | Reduced |
| YANKCOM Partnership | 2,780 | $658.9K | 0.30% | +67+2.5% | Added |
| Tandem Capital Management Corp | 2,778 | $658.4K | 0.31% | −13−0.5% | Reduced |
| Alpha Cubed Investments, LLC | 2,766 | $655.6K | 0.02% | −120−4.2% | Reduced |
| Legacy Advisors, LLC | 2,753 | $653.6K | 0.08% | +2,753 | New |
| First Foundation Advisors | 2,743 | $650.1K | 0.02% | −1,649−37.5% | Reduced |
| Citizens National Bank Trust Department | 2,736 | $648.4K | 0.12% | +161+6.3% | Added |
| Western Pacific Wealth Management, LP | 2,734 | $648.0K | 0.63% | +792+40.8% | Added |
| Claro Advisors LLC | 2,733 | $647.7K | 0.09% | −123−4.3% | Reduced |
| Fayez Sarofim & Co | 2,731 | $647.2K | 0.00% | +25+0.9% | Added |
| Kames Capital plc | 2,729 | $646.7K | 0.01% | +1,571+135.7% | Added |
| BlueSpruce Investments, LP | 2,728 | $646.5K | 0.01% | −907,189−99.7% | Reduced |
| Onefund, LLC | 2,706 | $641.3K | 0.41% | +102+3.9% | Added |
| Avalon Trust Co | 2,690 | $637.5K | 0.04% | +53+2.0% | Added |
| Financial Sense Advisors, Inc. | 2,689 | $637.4K | 0.12% | −179−6.2% | Reduced |
| Evermay Wealth Management LLC | 2,685 | $637.1K | 0.07% | +78+3.0% | Added |
| Redwood Financial Network Corp | 2,687 | $636.9K | 0.40% | +469+21.1% | Added |
| SPC Financial, Inc. | 2,687 | $636.8K | 0.05% | +34+1.3% | Added |
| Watershed Private Wealth LLC | 2,685 | $636.3K | 0.20% | −366−12.0% | Reduced |
| Karani Asset Management LLC | 2,685 | $636.3K | 0.54% | +201+8.1% | Added |
| Kestra Investment Management, LLC | 2,680 | $635.3K | 0.02% | −11,047−80.5% | Reduced |
| National Wealth Management Group, LLC | 2,676 | $634.2K | 0.24% | +1,478+123.4% | Added |
| Cabot Wealth Management Inc | 2,674 | $633.7K | 0.07% | −8,429−75.9% | Reduced |
| Parkside Financial Bank & Trust | 2,673 | $633.5K | 0.05% | −233−8.0% | Reduced |
| Castle Rock Wealth Management, LLC | 2,654 | $633.0K | 0.14% | +75+2.9% | Added |
| Sage Private Wealth Group, LLC | 2,656 | $629.5K | 0.35% | +428+19.2% | Added |
| Crown Wealth Group, LLC | 2,649 | $627.7K | 0.19% | −41−1.5% | Reduced |
| Platform Technology Partners | 2,648 | $627.7K | 0.15% | −4,472−62.8% | Reduced |
| BIP Wealth, LLC | 2,648 | $627.6K | 0.03% | +520+24.4% | Added |
| Montag A & Associates Inc | 2,636 | $626.4K | 0.03% | −18,870−87.7% | Reduced |
| Verdence Capital Advisors LLC | 2,447 | $625.0K | 0.04% | +172+7.6% | Added |
| AGH Wealth Advisors, LLC | 2,634 | $624.3K | 0.46% | −402−13.2% | Reduced |
| Mayflower Financial Advisors, LLC | 2,632 | $623.8K | 0.08% | −753−22.2% | Reduced |
| Roberts Glore & Co Inc | 2,625 | $622.1K | 0.17% | +603+29.8% | Added |
| Root Financial Partners, LLC | 2,625 | $622.1K | 0.04% | −661−20.1% | Reduced |
| TownSquare Capital, LLC | 2,619 | $620.6K | 0.09% | −2,579−49.6% | Reduced |
| Financial Advisory Corp | 2,616 | $620.0K | 0.17% | +410+18.6% | Added |
| WealthCollab, LLC | 2,611 | $618.8K | 0.29% | +234+9.8% | Added |
| Modern Wealth Management, LLC | 2,603 | $616.8K | 0.01% | −436−14.3% | Reduced |
| Coign Capital Advisors LLC | 2,601 | $616.5K | 0.34% | +370+16.6% | Added |
| Elite Wealth Management, Inc. | 2,598 | $615.6K | 0.16% | −8,879−77.4% | Reduced |
| Hilltop National Bank | 2,589 | $613.6K | 0.15% | −365−12.4% | Reduced |
| Uniting Wealth Partners, LLC | 2,576 | $611.6K | 0.14% | +643+33.3% | Added |
| Cornerstone Select Advisors, LLC | 2,571 | $609.3K | 0.45% | +274+11.9% | Added |
| Ferguson Wellman Capital Management, Inc | 2,571 | $609.3K | 0.01% | +467+22.2% | Added |
| Westover Capital Advisors, LLC | 2,569 | $608.9K | 0.11% | −24−0.9% | Reduced |
| City State Bank | 2,565 | $607.9K | 0.18% | +2+0.1% | Added |
| Carson Advisory Inc. | 2,556 | $605.9K | 0.33% | +387+17.8% | Added |
| Davis R M Inc | 2,546 | $603.3K | 0.01% | −491−16.2% | Reduced |
| Main Street Research LLC | 2,518 | $596.8K | 0.03% | +866+52.4% | Added |
| Kozak & Associates, Inc. | 2,515 | $596.2K | 0.12% | −59−2.3% | Reduced |
| Severin Investments, LLC | 2,508 | $594.4K | 0.53% | −271−9.8% | Reduced |
| Sivia Capital Partners, LLC | 2,507 | $594.2K | 0.17% | −451−15.2% | Reduced |
| Independent Wealth Network Inc. | 2,507 | $594.2K | 0.19% | +2,507 | New |
| Catalyst Private Wealth, LLC | 2,503 | $593.2K | 0.26% | +72+3.0% | Added |
| BridgePort Financial Solutions, LLC | 2,503 | $593.2K | 0.16% | +2,503 | New |
| Fortitude Family Office, LLC | 2,488 | $589.7K | 0.16% | +3+0.1% | Added |
| Persium Advisors, LLC | 2,484 | $588.7K | 0.44% | +410+19.8% | Added |
| Sentry Investment Management LLC | 2,445 | $588.0K | 0.39% | −423−14.7% | Reduced |
| Mizuho Securities Co. Ltd. | 2,480 | $587.8K | 4.03% | −3,140−55.9% | Reduced |
| ORG Wealth Partners, LLC | 2,474 | $586.3K | 0.12% | −180−6.8% | Reduced |
| Seven Mile Advisory | 2,472 | $585.8K | 0.09% | +428+20.9% | Added |