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 |
|---|---|---|---|---|---|
| Fiduciary Family Office, LLC | 2,471 | $585.6K | 0.17% | −799−24.4% | Reduced |
| Capital Investment Advisory Services, LLC | 2,459 | $582.7K | 0.05% | −37−1.5% | Reduced |
| Financial Advisory Service, Inc. | 2,457 | $582.2K | 0.04% | −194−7.3% | Reduced |
| Atlantic Trust, LLC | 2,452 | $581.2K | 0.10% | −69−2.7% | Reduced |
| Koss-Olinger Consulting, LLC | 2,130 | $581.0K | 0.05% | −201−8.6% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 2,441 | $579.6K | 0.14% | +53+2.2% | Added |
| Kuhn & Co Investment Counsel | 2,445 | $579.5K | 0.46% | −22−0.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 2,439 | $579.0K | 0.05% | −4,941−67.0% | Reduced |
| Lokken Investment Group LLC | 2,435 | $577.0K | 0.20% | −88−3.5% | Reduced |
| Smithfield Trust Co | 2,430 | $576.0K | 0.03% | −59−2.4% | Reduced |
| Financial Enhancement Group LLC | 2,395 | $575.8K | 0.08% | +155+6.9% | Added |
| H&H Retirement Design & Management INC | 2,376 | $574.3K | 0.31% | +509+27.3% | Added |
| Inscription Capital, LLC | 2,420 | $573.4K | 0.06% | +674+38.6% | Added |
| Ramiah Investment Group | 2,407 | $570.5K | 0.51% | +628+35.3% | Added |
| United Advisor Group, LLC | 2,406 | $570.2K | 0.08% | +958+66.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,391 | $566.8K | 0.00% | −98−3.9% | Reduced |
| Silver Oak Securities, Inc | 2,389 | $566.3K | 0.04% | −769−24.4% | Reduced |
| Greenwich Wealth Management LLC | 2,384 | $565.0K | 0.03% | −25−1.0% | Reduced |
| Millstone Evans Group, LLC | 2,383 | $564.8K | 0.36% | −44−1.8% | Reduced |
| Axim Planning & Wealth | 2,381 | $564.3K | 0.45% | +2,381 | New |
| Purus Wealth Management, LLC | 2,362 | $559.7K | 0.18% | +2,362 | New |
| Ameriflex Group, Inc. | 2,356 | $558.4K | 0.21% | +1,265+115.9% | Added |
| Capula Management Ltd | 2,352 | $557.4K | 0.00% | +1,573+201.9% | Added |
| WBH Advisory Inc | 2,351 | $557.2K | 0.04% | +145+6.6% | Added |
| IFG Advisory, LLC | 2,345 | $555.7K | 0.03% | +66+2.9% | Added |
| GTS Securities LLC | 2,331 | $552.4K | 0.02% | +2,331 | New |
| ZEGA Investments, LLC | 2,328 | $551.7K | 0.13% | +2,328 | New |
| Advisor OS, LLC | 2,325 | $551.0K | 0.05% | −364−13.5% | Reduced |
| Magnus Financial Group LLC | 2,325 | $551.0K | 0.04% | +24+1.0% | Added |
| Winthrop Advisory Group LLC | 2,320 | $550.8K | 0.05% | +275+13.4% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 2,317 | $549.1K | 0.32% | −122−5.0% | Reduced |
| Founders Financial Alliance, LLC | 2,316 | $548.8K | 0.10% | +182+8.5% | Added |
| Avidian Wealth Solutions, LLC | 2,313 | $548.2K | 0.02% | +88+4.0% | Added |
| Trueblood Wealth Management, LLC | 2,310 | $547.5K | 0.21% | −936−28.8% | Reduced |
| Diligent Investors, LLC | 2,300 | $545.1K | 0.14% | −1,983−46.3% | Reduced |
| Vestor Capital, LLC | 2,298 | $545.0K | 0.03% | +217+10.4% | Added |
| RAM Investment Partners, LLC | 2,295 | $543.9K | 0.10% | +23+1.0% | Added |
| Victory Financial Group, LLC | 2,287 | $543.7K | 0.07% | +257+12.7% | Added |
| BankPlus Wealth Management LLC | 2,293 | $543.7K | 0.32% | +29+1.3% | Added |
| Ridgewood Investments LLC | 2,287 | $542.0K | 0.23% | +773+51.1% | Added |
| 17 Capital Partners, LLC | 2,286 | $541.8K | 0.29% | −35−1.5% | Reduced |
| Greenfield Savings Bank | 2,281 | $540.6K | 0.23% | +314+16.0% | Added |
| Pure Financial Advisors, Inc. | 2,268 | $537.5K | 0.01% | +348+18.1% | Added |
| Relyea Zuckerberg Hanson LLC | 2,264 | $536.6K | 0.06% | −417−15.6% | Reduced |
| Gibbs Wealth Management | 2,261 | $535.9K | 0.12% | −385−14.6% | Reduced |
| Cim Investment Mangement Inc | 2,260 | $535.6K | 0.15% | −21−0.9% | Reduced |
| Windsor Capital Management, LLC | 2,257 | $535.0K | 0.15% | −250−10.0% | Reduced |
| Silver Coast Investments LLC | 2,246 | $532.3K | 0.18% | +179+8.7% | Added |
| Gsa Capital Partners LLP | 2,232 | $529.0K | 0.04% | −2,346−51.2% | Reduced |
| CoreCap Advisors, LLC | 2,217 | $525.5K | 0.02% | +240+12.1% | Added |
| IFG Advisors, LLC | 2,215 | $525.0K | 0.09% | −10.0% | Reduced |
| Cookson Peirce & Co Inc | 2,214 | $524.7K | 0.02% | +1,314+146.0% | Added |
| Meeder Asset Management Inc | 2,205 | $522.6K | 0.03% | +193+9.6% | Added |
| Leavell Investment Management, Inc. | 2,201 | $522.5K | 0.02% | −86−3.8% | Reduced |
| Accurate Wealth Management, LLC | 2,176 | $521.9K | 0.07% | −3,373−60.8% | Reduced |
| Lion Street Advisors, LLC | 1,735 | $520.0K | 0.18% | +690+66.0% | Added |
| Somerset Trust Co | 2,192 | $519.5K | 0.16% | +1,010+85.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,190 | $519.0K | 0.06% | −1,084−33.1% | Reduced |
| Semus Wealth Partners LLC | 2,180 | $516.6K | 0.29% | +296+15.7% | Added |
| Peterson Wealth Services | 3,456 | $516.3K | 0.13% | +1,321+61.9% | Added |
| Colonial River Wealth Management, LLC | 2,178 | $516.1K | 0.19% | −330−13.2% | Reduced |
| Wilson & Boucher Capital Management, LLC | 2,175 | $515.5K | 0.34% | 00.0% | Unchanged |
| BXM Wealth LLC | 2,172 | $514.8K | 0.49% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 2,168 | $513.8K | 0.06% | +2,168 | New |
| Natural Investments, LLC | 2,165 | $513.0K | 0.13% | −12−0.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,160 | $511.9K | 0.04% | −284−11.6% | Reduced |
| IVC Wealth Advisors LLC | 2,150 | $509.6K | 0.23% | +100+4.9% | Added |
| Harmony Asset Management LLC | 2,148 | $509.1K | 0.18% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 2,141 | $507.4K | 0.09% | +118+5.8% | Added |
| Win Advisors, Inc | 2,140 | $507.2K | 0.25% | +2,140 | New |
| Colonial Trust Co | 2,138 | $506.7K | 0.07% | +1,083+102.7% | Added |
| FSM Wealth Advisors, LLC | 2,133 | $505.6K | 0.07% | +752+54.5% | Added |
| OneAscent Financial Services LLC | 2,127 | $504.2K | 0.03% | −1,066−33.4% | Reduced |
| a16z Perennial Management, L.P. | 2,125 | $503.6K | 0.04% | +2,125 | New |
| Appleton Partners Inc | 2,123 | $503.0K | 0.03% | −232−9.9% | Reduced |
| Tennessee Valley Asset Management Partners | 2,121 | $502.6K | 0.07% | +263+14.2% | Added |
| Bank of Jackson Hole Trust | 2,117 | $501.7K | 0.25% | +1,505+245.9% | Added |
| Requisite Capital Management, LLC | 2,110 | $501.2K | 0.08% | +2,110 | New |
| Walkner Condon Financial Advisors LLC | 2,113 | $500.8K | 0.08% | −153−6.8% | Reduced |
| Consilio Wealth Advisors, LLC | 2,107 | $499.3K | 0.16% | +25+1.2% | Added |
| New Republic Capital, LLC | 2,103 | $498.4K | 0.15% | +127+6.4% | Added |
| Portland Investment Counsel Inc. | 2,102 | $498.2K | 0.14% | +2,102 | New |
| Versant Capital Management, Inc | 2,096 | $496.8K | 0.07% | −493−19.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,092 | $495.8K | 0.05% | +762+57.3% | Added |
| Patron Partners Advisors, LLC | 2,083 | $493.7K | 0.22% | −211−9.2% | Reduced |
| Serenus Wealth Advisors, LLC | 2,077 | $492.2K | 0.08% | +2,077 | New |
| Regent Peak Wealth Advisors LLC | 2,074 | $491.6K | 0.10% | +2,074 | New |
| Bank of Hawaii | 2,070 | $490.6K | 0.02% | −93−4.3% | Reduced |
| Rexford Capital Inc | 2,067 | $489.9K | 0.38% | +29+1.4% | Added |
| Independent Solutions Wealth Management, LLC | 2,065 | $489.4K | 0.09% | +195+10.4% | Added |
| Latko Wealth Management, Ltd. | 2,062 | $488.6K | 0.25% | +3+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,058 | $487.8K | 0.06% | −3,818−65.0% | Reduced |
| McHugh Group, LLC | 2,050 | $485.9K | 0.29% | −200−8.9% | Reduced |
| Centurion Wealth Management LLC | 2,042 | $484.1K | 0.11% | +31+1.5% | Added |
| Element Capital Management LLC | 2,040 | $483.5K | 0.68% | +2,040 | New |
| Synergy Financial Group, LTD | 2,035 | $482.3K | 0.33% | +48+2.4% | Added |
| Runnymede Capital Advisors, Inc. | 2,030 | $481.1K | 0.40% | −500−19.8% | Reduced |
| Northern Financial Advisors Inc | 2,030 | $481.1K | 0.25% | +304+17.6% | Added |
| Jeppson Wealth Management, LLC | 2,027 | $480.4K | 0.15% | +18+0.9% | Added |
| Sunpointe, LLC | 2,015 | $478.4K | 0.17% | −222−9.9% | Reduced |