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; 2,492 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
- 2,816
- −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
- 1,159 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 114,375 | $27.1M | 0.32% | +31,615+38.2% | Added |
| Community Trust & Investment Co | 114,319 | $27.1M | 1.46% | +16,809+17.2% | Added |
| Boston Common Asset Management, LLC | 113,967 | $27.0M | 0.76% | −2,210−1.9% | Reduced |
| CWM, LLC | 112,449 | $26.6M | 0.08% | +11,710+11.6% | Added |
| Sanctuary Advisors, LLC | 112,261 | $26.6M | 0.15% | −54,414−32.6% | Reduced |
| OP Asset Management Ltd | 112,164 | $26.6M | 0.35% | −36,906−24.8% | Reduced |
| JustInvest LLC | 111,992 | $26.5M | 0.27% | −8,050−6.7% | Reduced |
| PEAK6 LLC | 111,503 | $26.4M | 0.66% | +50,560+83.0% | Added |
| Nearwater Capital Markets, Ltd | 111,200 | $26.4M | 0.35% | −28,800−20.6% | Reduced |
| Yousif Capital Management, LLC | 110,863 | $26.3M | 0.28% | −5,467−4.7% | Reduced |
| Thrivent Financial for Lutherans | 110,083 | $26.1M | 0.05% | −65,572−37.3% | Reduced |
| Oregon Public Employees Retirement Fund | 109,261 | $25.9M | 0.34% | +26,349+31.8% | Added |
| Captrust Financial Advisors | 109,158 | $25.9M | 0.05% | −11,390−9.4% | Reduced |
| NS Partners Ltd | 107,321 | $25.4M | 0.98% | +115+0.1% | Added |
| Trexquant Investment LP | 107,084 | $25.4M | 0.26% | +39,587+58.7% | Added |
| Mutual of America Capital Management LLC | 106,258 | $25.2M | 0.27% | −7,348−6.5% | Reduced |
| Thomasville National Bank | 105,605 | $25.0M | 1.58% | +3,429+3.4% | Added |
| Wesbanco Bank Inc | 105,499 | $25.0M | 0.70% | −5,469−4.9% | Reduced |
| Chilton Capital Management LLC | 104,153 | $24.7M | 0.83% | −3,745−3.5% | Reduced |
| Alua Capital Management LP | 103,089 | $24.4M | 1.69% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 102,837 | $24.4M | 0.25% | −4,888−4.5% | Reduced |
| Valiant Capital Management, L.P. | 102,550 | $24.3M | 2.25% | −29,860−22.6% | Reduced |
| Ethic Inc. | 102,379 | $24.3M | 0.40% | −455−0.4% | Reduced |
| Harvest Portfolios Group Inc. | 102,081 | $24.2M | 0.45% | +16,740+19.6% | Added |
| Motley Fool Asset Management LLC | 101,124 | $24.0M | 0.99% | +17,192+20.5% | Added |
| Wealthfront Advisers LLC | 100,976 | $23.9M | 0.06% | +927+0.9% | Added |
| Pathstone Holdings, LLC | 100,711 | $23.9M | 0.09% | −5,623−5.3% | Reduced |
| Vident Advisory, LLC | 100,051 | $23.7M | 0.23% | −84,431−45.8% | Reduced |
| LGT Fund Management Co Ltd. | 99,947 | $23.6M | 1.91% | +25,992+35.1% | Added |
| Osterweis Capital Management Inc | 98,563 | $23.4M | 1.05% | +56+0.1% | Added |
| Rokos Capital Management LLP | 98,410 | $23.3M | 0.29% | −8,359−7.8% | Reduced |
| Greenleaf Trust | 98,122 | $23.3M | 0.21% | +66+0.1% | Added |
| Silvant Capital Management LLC | 96,388 | $22.8M | 0.79% | +3,074+3.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 96,241 | $22.8M | 0.06% | −141,623−59.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 96,222 | $22.8M | 0.81% | −7,876−7.6% | Reduced |
| Freestone Capital Holdings, LLC | 96,216 | $22.8M | 0.70% | +13,938+16.9% | Added |
| Elo Mutual Pension Insurance Co | 96,189 | $22.8M | 0.37% | −369−0.4% | Reduced |
| Ossiam | 94,881 | $22.5M | 0.29% | +76,604+419.1% | Added |
| NorthCrest Asset Manangement, LLC | 93,288 | $22.4M | 0.53% | −9,037−8.8% | Reduced |
| Pinnacle Financial Partners Inc | 94,284 | $22.3M | 0.54% | −38,480−29.0% | Reduced |
| Daymark Wealth Partners, LLC | 92,372 | $21.9M | 0.74% | +1,515+1.7% | Added |
| Crossmark Global Holdings, Inc. | 92,117 | $21.8M | 0.33% | −45,251−32.9% | Reduced |
| Jain Global LLC | 92,108 | $21.8M | 0.28% | −133,510−59.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 91,797 | $21.8M | 0.39% | +1,156+1.3% | Added |
| Zacks Investment Management | 90,928 | $21.6M | 0.17% | −43,554−32.4% | Reduced |
| Capital International Ltd | 90,813 | $21.5M | 0.78% | +27,876+44.3% | Added |
| Waycross Partners, LLC | 90,760 | $21.5M | 1.85% | +2,002+2.3% | Added |
| AIA Group Ltd | 90,442 | $21.4M | 0.38% | +50,889+128.7% | Added |
| Haverford Trust Co | 90,371 | $21.4M | 0.19% | +2,306+2.6% | Added |
| Generali Asset Management SPA SGR | 89,910 | $21.3M | 0.46% | +6,663+8.0% | Added |
| Talbot Financial, LLC | 89,490 | $21.2M | 1.79% | +10,664+13.5% | Added |
| Boston Family Office LLC | 89,171 | $21.1M | 1.35% | −739−0.8% | Reduced |
| EULAV Asset Management | 89,006 | $21.1M | 0.49% | +41,500+87.4% | Added |
| Foundations Investment Advisors, LLC | 88,704 | $21.0M | 0.31% | +10,041+12.8% | Added |
| Mediolanum International Funds Ltd | 85,140 | $20.9M | 0.22% | −60,338−41.5% | Reduced |
| Weitz Investment Management, Inc.SuperinvestorWeitz Investment Management | 87,500 | $20.7M | 1.13% | 00.0% | Unchanged |
| Davidson Investment Advisors | 87,189 | $20.7M | 0.88% | +3,494+4.2% | Added |
| ABN AMRO Bank N.V. | 86,622 | $20.6M | 0.20% | +53,498+161.5% | Added |
| Dundas Partners LLP | 85,152 | $20.2M | 1.42% | +85,152 | New |
| Baader Bank INC | 85,806 | $20.2M | 1.67% | +8,972+11.7% | Added |
| Tocqueville Asset Management L.P. | 84,728 | $20.1M | 0.29% | −2,293−2.6% | Reduced |
| Alberta Investment Management Corp | 84,500 | $20.0M | 0.15% | +36,400+75.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 83,643 | $19.8M | 0.13% | +6,570+8.5% | Added |
| Brookstone Capital Management | 82,986 | $19.7M | 0.23% | +33,060+66.2% | Added |
| Cumberland Partners Ltd | 82,212 | $19.5M | 1.27% | −3,941−4.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 79,326 | $19.4M | 0.86% | +45,031+131.3% | Added |
| Benjamin Edwards Inc | 81,609 | $19.3M | 0.22% | +10,590+14.9% | Added |
| Vinva Investment Management Ltd | 78,838 | $19.3M | 0.39% | +15,719+24.9% | Added |
| Hallmark Capital Management Inc | 81,049 | $19.2M | 1.27% | +81,049 | New |
| NZS Capital, LLC | 80,846 | $19.2M | 0.59% | +16,593+25.8% | Added |
| Old National Bancorp | 80,188 | $19.0M | 0.33% | +11,572+16.9% | Added |
| MMBG Investment Advisors Co. | 79,627 | $18.9M | 1.67% | +6,045+8.2% | Added |
| Tran Capital Management, L.P. | 79,676 | $18.9M | 2.26% | −12,458−13.5% | Reduced |
| Strategic Wealth Designers | 79,527 | $18.8M | 1.59% | +76,175+2,272.5% | Added |
| Silicon Valley Capital Partners | 79,466 | $18.8M | 1.78% | +16,426+26.1% | Added |
| Brinker Capital Investments, LLC | 79,422 | $18.8M | 0.15% | −8,394−9.6% | Reduced |
| Roffman Miller Associates Inc | 79,386 | $18.8M | 1.05% | +2,448+3.2% | Added |
| Capstone Investment Advisors, LLC | 79,035 | $18.7M | 0.16% | +13,340+20.3% | Added |
| Clearstead Advisors, LLC | 78,137 | $18.5M | 0.27% | +817+1.1% | Added |
| Flputnam Investment Management Co | 77,988 | $18.5M | 0.28% | −3,879−4.7% | Reduced |
| Nikko Asset Management Americas, Inc. | 77,801 | $18.4M | 0.18% | −16,630−17.6% | Reduced |
| Quilter Plc | 77,167 | $18.3M | 0.31% | −175,002−69.4% | Reduced |
| Umb Bank N A | 76,739 | $18.2M | 0.27% | −855−1.1% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 76,013 | $18.0M | 0.11% | +4,987+7.0% | Added |
| Capital Group Private Client Services, Inc. | 75,991 | $18.0M | 0.30% | −199,466−72.4% | Reduced |
| Paragon Capital Management Ltd | 75,581 | $17.9M | 3.37% | −500−0.7% | Reduced |
| Kestra Private Wealth Services, LLC | 75,508 | $17.9M | 0.23% | −326−0.4% | Reduced |
| Mizuho Securities USA LLC | 69,629 | $17.8M | 0.36% | +3,322+5.0% | Added |
| Davidson Kempner Capital Management LP | 75,000 | $17.8M | 0.25% | −25,000−25.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 72,608 | $17.5M | 1.09% | +13,509+22.9% | Added |
| Abner Herrman & Brock LLC | 72,562 | $17.2M | 1.77% | −5,223−6.7% | Reduced |
| Trust Co of Vermont | 72,352 | $17.1M | 0.75% | +17,158+31.1% | Added |
| Beacon Pointe Advisors, LLC | 72,279 | $17.1M | 0.15% | +12,212+20.3% | Added |
| GWM Advisors LLC | 72,100 | $17.1M | 0.08% | −24,743−25.5% | Reduced |
| GW Henssler & Associates Ltd | 71,669 | $17.0M | 0.85% | +3,242+4.7% | Added |
| Sit Investment Associates Inc | 71,540 | $17.0M | 0.34% | −10,977−13.3% | Reduced |
| Sora Investors LLC | 71,424 | $16.9M | 1.57% | −9,465−11.7% | Reduced |
| Triglav Skladi, D.O.O. | 71,238 | $16.9M | 1.10% | +15,504+27.8% | Added |
| Andra AP-fonden | 71,145 | $16.9M | 0.22% | −103,000−59.1% | Reduced |
| Verition Fund Management LLC | 71,093 | $16.8M | 0.10% | +8,308+13.2% | Added |