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 |
|---|---|---|---|---|---|
| Washington Trust Co | 70,970 | $16.8M | 0.55% | −281−0.4% | Reduced |
| Illinois Municipal Retirement Fund | 70,792 | $16.8M | 0.21% | −6,733−8.7% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 70,213 | $16.6M | 1.12% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 69,685 | $16.5M | 0.08% | −9,103−11.6% | Reduced |
| Simplex Trading, LLC | 69,505 | $16.5M | 0.36% | +69,505 | New |
| GDS Wealth Management | 69,193 | $16.4M | 1.08% | +3,237+4.9% | Added |
| Oak Associates, Ltd | 68,495 | $16.2M | 0.99% | +45,691+200.4% | Added |
| Silvercrest Asset Management Group LLC | 68,395 | $16.2M | 0.11% | −510,224−88.2% | Reduced |
| Gotham Asset Management, LLC | 68,334 | $16.2M | 0.07% | +31,894+87.5% | Added |
| Sava Infond d.o.o. | 67,985 | $16.1M | 2.28% | +540+0.8% | Added |
| One Capital Management, LLC | 67,980 | $16.1M | 0.51% | +5,531+8.9% | Added |
| Stephens Inc | 67,757 | $16.1M | 0.20% | −37,760−35.8% | Reduced |
| Pensionmark Financial Group, LLC | 67,805 | $16.1M | 0.33% | −700−1.0% | Reduced |
| Benchstone Capital Management LP | 67,510 | $16.0M | 2.18% | −44,178−39.6% | Reduced |
| Parallel Advisors, LLC | 67,275 | $15.9M | 0.29% | −519−0.8% | Reduced |
| Quadrature Capital Ltd | 67,277 | $15.9M | 0.19% | −116,538−63.4% | Reduced |
| Nomura Holdings Inc | 66,963 | $15.9M | 0.07% | +22,814+51.7% | Added |
| Cullen/Frost Bankers, Inc. | 66,753 | $15.8M | 0.18% | −20,686−23.7% | Reduced |
| Northwest & Ethical Investments L.P. | 66,685 | $15.8M | 0.37% | −8,462−11.3% | Reduced |
| Warren Averett Asset Management, LLC | 66,589 | $15.8M | 0.16% | +5,719+9.4% | Added |
| Beese Fulmer Investment Management, Inc. | 66,519 | $15.8M | 1.09% | −194−0.3% | Reduced |
| Osborne Partners Capital Management, LLC | 66,177 | $15.7M | 0.80% | +2,386+3.7% | Added |
| Avanza Fonder AB | 66,038 | $15.7M | 0.41% | +3,059+4.9% | Added |
| Pittenger & Anderson Inc | 66,010 | $15.6M | 0.57% | −19,958−23.2% | Reduced |
| TD Waterhouse Canada Inc. | 66,252 | $15.6M | 0.10% | +6,198+10.3% | Added |
| Dash Acquisitions Inc. | 61,847 | $15.6M | 3.09% | −3,482−5.3% | Reduced |
| Dnca Finance | 65,600 | $15.5M | 1.06% | +30,900+89.0% | Added |
| Baker Avenue Asset Management, LP | 65,418 | $15.5M | 0.37% | +6,803+11.6% | Added |
| Cornerstone Advisors, LLC | 65,400 | $15.5M | 0.51% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 65,338 | $15.5M | 1.02% | +516+0.8% | Added |
| Banque Transatlantique SA | 65,211 | $15.5M | 0.38% | +629+1.0% | Added |
| Atria Investments LLC | 64,153 | $15.2M | 0.17% | −18,225−22.1% | Reduced |
| Nixon Peabody Trust Co | 63,719 | $15.1M | 1.11% | −170−0.3% | Reduced |
| Norinchukin Bank, The | 63,489 | $15.0M | 0.20% | −1,950−3.0% | Reduced |
| Trajan Wealth LLC | 63,107 | $15.0M | 0.65% | +2,684+4.4% | Added |
| Gifford Fong Associates | 63,009 | $14.9M | 3.14% | +20,000+46.5% | Added |
| Commerzbank Aktiengesellschaft | 62,887 | $14.9M | 0.31% | +4,808+8.3% | Added |
| Crawford Investment Counsel Inc | 62,853 | $14.9M | 0.25% | +7,371+13.3% | Added |
| Horizon Investments, LLC | 62,197 | $14.7M | 0.19% | +12,317+24.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 61,027 | $14.5M | 0.35% | +8,608+16.4% | Added |
| J. L. Bainbridge & Co., Inc. | 59,803 | $14.2M | 1.20% | −6,658−10.0% | Reduced |
| Bogart Wealth, LLC | 59,786 | $14.2M | 0.57% | +11,152+22.9% | Added |
| WoodTrust Financial Corp | 59,650 | $14.1M | 1.68% | +519+0.9% | Added |
| Middleton & Co Inc | 59,617 | $14.1M | 1.53% | +232+0.4% | Added |
| Boothbay Fund Management, LLC | 59,541 | $14.1M | 0.36% | +26,498+80.2% | Added |
| Univest Financial Corp | 59,247 | $14.0M | 0.79% | +8,171+16.0% | Added |
| Lyell Wealth Management, LP | 58,915 | $14.0M | 1.04% | −5,893−9.1% | Reduced |
| Bedrijfstakpensioenfonds Voor de Media Pno | 69,000 | $13.9M | 1.83% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 58,620 | $13.9M | 0.38% | −617−1.0% | Reduced |
| Mill Capital Management, LLC | 58,323 | $13.8M | 1.02% | +3,544+6.5% | Added |
| Shufro Rose & Co LLC | 51,303 | $13.7M | 1.13% | −541−1.0% | Reduced |
| Citizens Financial Group Inc | 57,775 | $13.7M | 0.19% | −27,864−32.5% | Reduced |
| Arkadios Wealth Advisors | 57,647 | $13.7M | 0.34% | −11,301−16.4% | Reduced |
| Atalanta Sosnoff Capital, LLC | 57,334 | $13.6M | 0.26% | −149,280−72.3% | Reduced |
| MUFG Securities EMEA plc | 57,298 | $13.6M | 0.34% | +54,463+1,921.1% | Added |
| Voleon Capital Management LP | 57,120 | $13.5M | 0.33% | +46,620+444.0% | Added |
| Cresset Asset Management, LLC | 56,201 | $13.3M | 0.06% | −1,403−2.4% | Reduced |
| Connors Investor Services Inc | 56,214 | $13.3M | 1.14% | +257+0.5% | Added |
| Metis Global Partners, LLC | 56,177 | $13.3M | 0.31% | −2,697−4.6% | Reduced |
| Edentree Asset Management Ltd | 56,028 | $13.3M | 3.20% | +20,000+55.5% | Added |
| Hartford Investment Management Co | 55,993 | $13.3M | 0.40% | −1,863−3.2% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 55,466 | $13.1M | 0.48% | −97,014−63.6% | Reduced |
| Marco Investment Management LLC | 55,414 | $13.1M | 1.01% | +146+0.3% | Added |
| Investment Management Corp of Ontario | 55,386 | $13.1M | 0.20% | +23,823+75.5% | Added |
| Stonebridge Capital Advisors LLC | 55,140 | $13.1M | 0.93% | +544+1.0% | Added |
| Adams Diversified Equity Fund, Inc. | 55,000 | $13.0M | 0.44% | −39,000−41.5% | Reduced |
| Grimes & Company, Inc. | 54,920 | $13.0M | 0.32% | −6,088−10.0% | Reduced |
| TCG Advisory Services, LLC | 54,853 | $13.0M | 0.48% | −11,353−17.1% | Reduced |
| Bokf, NA | 54,653 | $13.0M | 0.19% | +13,259+32.0% | Added |
| Prime Capital Investment Advisors, LLC | 54,592 | $12.9M | 0.16% | −13,869−20.3% | Reduced |
| Gateway Investment Advisers LLC | 54,212 | $12.8M | 0.12% | −81,554−60.1% | Reduced |
| BLB&B Advisors, LLC | 53,817 | $12.8M | 0.55% | +3,556+7.1% | Added |
| McRae Capital Management Inc | 53,572 | $12.7M | 2.52% | +530+1.0% | Added |
| North Star Asset Management Inc | 53,489 | $12.7M | 0.51% | +5,106+10.6% | Added |
| Quantbot Technologies LP | 53,404 | $12.7M | 0.34% | −1,978−3.6% | Reduced |
| Copeland Capital Management, LLC | 52,336 | $12.4M | 0.26% | −2,745−5.0% | Reduced |
| Oppenheimer & Co Inc | 52,284 | $12.4M | 0.15% | −6,224−10.6% | Reduced |
| Jasper Ridge Partners, L.P. | 51,894 | $12.3M | 0.28% | 00.0% | Unchanged |
| Factory Mutual Insurance Co | 51,800 | $12.3M | 0.12% | 00.0% | Unchanged |
| Goodman Financial Corp | 51,531 | $12.2M | 2.38% | −524−1.0% | Reduced |
| River Road Asset Management, LLC | 51,427 | $12.2M | 0.14% | −6,672−11.5% | Reduced |
| Eisler Capital Management Ltd. | 51,418 | $12.2M | 0.27% | +36,085+235.3% | Added |
| LGT Group Foundation | 51,663 | $12.2M | 0.14% | +1,932+3.9% | Added |
| Farmers & Merchants Investments Inc | 51,301 | $12.2M | 0.34% | +2,861+5.9% | Added |
| Cornerstone Capital, Inc. | 51,259 | $12.1M | 1.19% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 51,030 | $12.1M | 0.93% | +3,311+6.9% | Added |
| New Age Alpha Advisors, LLC | 50,920 | $12.1M | 0.51% | +8,503+20.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 50,429 | $12.0M | 1.08% | +53+0.1% | Added |
| Louisiana State Employees Retirement System | 50,200 | $11.9M | 0.20% | −400−0.8% | Reduced |
| Exencial Wealth Advisors, LLC | 50,144 | $11.9M | 0.39% | +2,340+4.9% | Added |
| Allianz SE | 49,851 | $11.8M | 0.25% | −3,704−6.9% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 49,769 | $11.8M | 0.18% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 49,743 | $11.8M | 0.43% | −2,141−4.1% | Reduced |
| Adviser Investments LLC | 49,613 | $11.8M | 0.13% | −21,272−30.0% | Reduced |
| RPG Investment Advisory, LLC | 49,448 | $11.7M | 1.38% | +1,014+2.1% | Added |
| Prospera Financial Services Inc | 49,434 | $11.7M | 0.20% | −2,754−5.3% | Reduced |
| Summit Trail Advisors, LLC | 49,047 | $11.6M | 0.16% | +567+1.2% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 25,974 | $11.6M | 0.59% | −14,629−36.0% | Reduced |
| Advisory Services Network, LLC | 48,640 | $11.5M | 0.17% | −7,161−12.8% | Reduced |
| LVM Capital Management Ltd | 48,408 | $11.5M | 1.10% | +1,233+2.6% | Added |