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
- 2,815
- −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 | 2,492 | $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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 48,160 | $11.4M | 0.23% | +3,106+6.9% | Added |
| Gulf International Bank (UK) Ltd | 48,076 | $11.4M | 0.37% | −926−1.9% | Reduced |
| Kingsview Wealth Management, LLC | 46,930 | $11.1M | 0.17% | −118,559−71.6% | Reduced |
| Fiduciary Trust Co | 46,776 | $11.1M | 0.13% | +2,324+5.2% | Added |
| CAPROCK Group, Inc. | 42,976 | $11.0M | 0.27% | +42,976 | New |
| Maryland State Retirement & Pension System | 46,458 | $11.0M | 0.23% | +1,078+2.4% | Added |
| Allworth Financial LP | 46,405 | $11.0M | 0.05% | −6,240−11.9% | Reduced |
| Albion Financial Group | 46,218 | $11.0M | 0.66% | +1,768+4.0% | Added |
| Bradley Foster & Sargent Inc | 46,190 | $10.9M | 0.16% | −3,754−7.5% | Reduced |
| Securian Asset Management, Inc | 46,169 | $10.9M | 0.29% | −3,963−7.9% | Reduced |
| Invenomic Capital Management LP | 45,727 | $10.8M | 0.57% | +26,706+140.4% | Added |
| KMG Fiduciary Partners, LLC | 45,422 | $10.8M | 0.72% | +2,192+5.1% | Added |
| Bragg Financial Advisors, Inc | 45,363 | $10.8M | 0.36% | +3,248+7.7% | Added |
| Aptus Capital Advisors, LLC | 45,230 | $10.7M | 0.10% | +29,423+186.1% | Added |
| Maxi Investments CY Ltd | 45,210 | $10.7M | 2.23% | +12,900+39.9% | Added |
| Kempen Capital Management N.V. | 45,036 | $10.7M | 0.10% | +2,532+6.0% | Added |
| Schonfeld Strategic Advisors LLC | 44,875 | $10.6M | 0.07% | −561−1.2% | Reduced |
| TenCore Partners, LP | 44,613 | $10.6M | 4.68% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 44,552 | $10.6M | 0.20% | −10,392−18.9% | Reduced |
| Shelton Capital Management | 44,499 | $10.5M | 0.23% | −556−1.2% | Reduced |
| Sienna Gestion | 48,728 | $10.5M | 0.74% | 00.0% | Unchanged |
| APG Asset Management US Inc. | 44,606 | $10.5M | 0.08% | +10,467+30.7% | Added |
| Westchester Capital Management, Inc. | 44,225 | $10.5M | 2.25% | −333−0.7% | Reduced |
| Neville Rodie & Shaw Inc | 43,853 | $10.4M | 0.75% | −16,117−26.9% | Reduced |
| Caisse des Depots Et Consignations | 43,767 | $10.4M | 0.44% | +7,610+21.0% | Added |
| Channing Capital Management, LLC | 43,727 | $10.4M | 0.27% | +3,310+8.2% | Added |
| Coldstream Capital Management Inc | 43,512 | $10.3M | 0.14% | −802−1.8% | Reduced |
| Anchor Capital Advisors LLC | 43,499 | $10.3M | 0.30% | +14,102+48.0% | Added |
| New Mexico Educational Retirement Board | 43,386 | $10.3M | 0.32% | −1,300−2.9% | Reduced |
| Oddo BHF Asset Management SAS | 43,246 | $10.2M | 0.39% | −10,424−19.4% | Reduced |
| CX Institutional | 43,186 | $10.2M | 0.31% | +18,927+78.0% | Added |
| Independent Advisor Alliance | 43,126 | $10.2M | 0.27% | −1,291−2.9% | Reduced |
| Chicago Capital, LLC | 42,967 | $10.2M | 0.25% | −151,060−77.9% | Reduced |
| RSM US Wealth Management LLC | 42,858 | $10.2M | 0.13% | −2,529−5.6% | Reduced |
| Compass Capital Management, Inc | 42,759 | $10.1M | 0.54% | −9,960−18.9% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 42,607 | $10.1M | 2.31% | −550−1.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 42,134 | $9.99M | 0.75% | −11,870−22.0% | Reduced |
| Bulltick Wealth Management, LLC | 42,038 | $9.98M | 2.36% | +29,866+245.4% | Added |
| CastleKnight Management LP | 41,800 | $9.91M | 0.53% | +13,200+46.2% | Added |
| Banque Cantonale Vaudoise | 41,605 | $9.86M | 0.37% | −4,685−10.1% | Reduced |
| HB Wealth Management, LLC | 41,601 | $9.86M | 0.07% | +6,423+18.3% | Added |
| D.A. Davidson & Co. | 41,503 | $9.84M | 0.06% | −3,566−7.9% | Reduced |
| Morningstar Investment Management LLC | 41,394 | $9.81M | 0.36% | +41,394 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 41,293 | $9.79M | 0.56% | −830−2.0% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 35,774 | $9.76M | 0.50% | 00.0% | Unchanged |
| Motco | 41,104 | $9.74M | 0.89% | +1,487+3.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 40,961 | $9.71M | 0.24% | −1,859−4.3% | Reduced |
| Tower Research Capital LLC (TRC) | 40,790 | $9.67M | 0.27% | −4,482−9.9% | Reduced |
| Nemes Rush Group LLC | 40,526 | $9.60M | 0.95% | +642+1.6% | Added |
| Callahan Advisors, LLC | 40,419 | $9.58M | 0.81% | +7,325+22.1% | Added |
| Pallas Capital Advisors LLC | 40,391 | $9.57M | 0.35% | −768−1.9% | Reduced |
| Arvest Bank Trust Division | 40,331 | $9.56M | 0.53% | −4,897−10.8% | Reduced |
| Exchange Traded Concepts, LLC | 40,320 | $9.56M | 0.09% | +21,178+110.6% | Added |
| Sawgrass Asset Management LLC | 40,097 | $9.50M | 1.17% | +5,789+16.9% | Added |
| Profund Advisors LLC | 40,041 | $9.49M | 0.31% | +2,704+7.2% | Added |
| General American Investors Co Inc | 40,000 | $9.48M | 0.59% | −20,000−33.3% | Reduced |
| Azimuth Capital Investment Management LLC | 39,898 | $9.46M | 0.34% | −788−1.9% | Reduced |
| Proem Advisors LLC | 39,836 | $9.44M | 2.27% | +22,336+127.6% | Added |
| Moran Wealth Management, LLC | 39,796 | $9.43M | 0.28% | +19,450+95.6% | Added |
| Sonora Investment Management Group, LLC | 39,561 | $9.38M | 0.66% | +207+0.5% | Added |
| DuPont Capital Management Corp | 39,433 | $9.35M | 0.97% | −5,136−11.5% | Reduced |
| Stratos Wealth Advisors, LLC | 39,100 | $9.27M | 0.45% | +4,774+13.9% | Added |
| Employees Retirement System of Texas | 39,073 | $9.26M | 0.07% | +22,758+139.5% | Added |
| Moors & Cabot, Inc. | 39,042 | $9.25M | 0.40% | −246−0.6% | Reduced |
| Phoenix Holdings Ltd. | 38,840 | $9.22M | 0.11% | −14,535−27.2% | Reduced |
| Equitable Trust Co | 38,643 | $9.16M | 0.42% | −13,118−25.3% | Reduced |
| Synovus Financial Corp | 38,600 | $9.15M | 0.10% | +274+0.7% | Added |
| Lazard Freres Gestion S.A.S. | 38,598 | $9.15M | 0.17% | −2,312−5.7% | Reduced |
| Groupama Asset Managment | 38,574 | $9.14M | 0.13% | −8,595−18.2% | Reduced |
| Amica Mutual Insurance Co | 38,152 | $9.04M | 0.83% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 38,135 | $9.04M | 1.80% | +11,467+43.0% | Added |
| Forbes J M & Co LLP | 37,770 | $8.95M | 0.74% | +455+1.2% | Added |
| Occudo Quantitative Strategies LP | 37,740 | $8.94M | 1.09% | +10,653+39.3% | Added |
| Chesley Taft & Associates LLC | 37,581 | $8.91M | 0.38% | −10,597−22.0% | Reduced |
| Boston Partners | 37,489 | $8.89M | 0.01% | +755+2.1% | Added |
| Marks Group Wealth Management, Inc | 37,280 | $8.84M | 0.82% | −1,141−3.0% | Reduced |
| Zweig-DiMenna Associates LLC | 37,258 | $8.83M | 0.69% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 37,099 | $8.79M | 0.22% | +2,809+8.2% | Added |
| Equitable Holdings, Inc. | 37,063 | $8.78M | 0.06% | +6,065+19.6% | Added |
| Jacobs & Co | 36,933 | $8.75M | 0.84% | +3,999+12.1% | Added |
| Concurrent Investment Advisors, LLC | 62,733 | $8.73M | 0.15% | −1,900−2.9% | Reduced |
| Principal Securities, Inc. | 36,692 | $8.70M | 0.14% | +43+0.1% | Added |
| MAI Capital Management | 36,576 | $8.67M | 0.05% | −1,583−4.1% | Reduced |
| Plato Investment Management Ltd | 36,747 | $8.64M | 0.59% | +4,331+13.4% | Added |
| Simmons Bank | 36,187 | $8.58M | 0.57% | +1,903+5.6% | Added |
| Pinnacle Associates Ltd | 36,080 | $8.55M | 0.11% | +887+2.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 36,050 | $8.54M | 0.40% | −10,079−21.8% | Reduced |
| Heron Bay Capital Management | 35,874 | $8.50M | 1.59% | +16,792+88.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 35,850 | $8.50M | 0.83% | +5,619+18.6% | Added |
| Hudson Valley Investment Advisors Inc | 35,681 | $8.46M | 0.88% | +123+0.3% | Added |
| Evergreen Capital Management LLC | 35,586 | $8.45M | 0.20% | −192−0.5% | Reduced |
| Allstate Corp | 35,387 | $8.39M | 0.19% | +33,486+1,761.5% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 35,222 | $8.35M | 0.93% | +12,790+57.0% | Added |
| Bleakley Financial Group, LLC | 35,211 | $8.34M | 0.19% | −5,942−14.4% | Reduced |
| ICONIQ Capital, LLC | 35,168 | $8.33M | 0.10% | −2,760−7.3% | Reduced |
| CFM Wealth Partners LLC | 35,078 | $8.31M | 1.21% | −8,103−18.8% | Reduced |
| Alight Capital Management LP | 35,000 | $8.29M | 1.98% | −35,000−50.0% | Reduced |
| Bank of Nova Scotia Trust Co | 34,891 | $8.27M | 0.77% | +1,378+4.1% | Added |
| Tiaa Trust, National Association | 34,814 | $8.25M | 0.02% | −79,848−69.6% | Reduced |
| Novare Capital Management LLC | 34,622 | $8.21M | 0.62% | +40.0% | Added |