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 |
|---|---|---|---|---|---|
| Davenport & Co LLC | 34,397 | $8.16M | 0.04% | +8,858+34.7% | Added |
| Whittier Trust Co | 33,935 | $8.16M | 0.09% | −5,334−13.6% | Reduced |
| Kinneret Advisory, LLC | 34,217 | $8.12M | 0.69% | −153−0.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 33,920 | $8.04M | 1.91% | +926+2.8% | Added |
| Diversify Wealth Management, LLC | 30,741 | $8.03M | 0.46% | +1,217+4.1% | Added |
| Stratos Wealth Partners, LTD. | 33,860 | $8.02M | 0.09% | +1,489+4.6% | Added |
| Valeo Financial Advisors, LLC | 33,852 | $8.02M | 0.18% | −443−1.3% | Reduced |
| Empirical Finance, LLC | 33,744 | $8.00M | 0.38% | +323+1.0% | Added |
| Adell Harriman & Carpenter Inc | 33,592 | $7.96M | 0.48% | −3,352−9.1% | Reduced |
| Yarbrough Capital, LLC | 33,516 | $7.94M | 0.25% | −31,467−48.4% | Reduced |
| Hamilton Point Investment Advisors, LLC | 33,390 | $7.93M | 1.24% | +33,390 | New |
| Dakota Wealth Management | 33,370 | $7.91M | 0.16% | +2,843+9.3% | Added |
| Hantz Financial Services, Inc. | 33,204 | $7.87M | 0.12% | −3,585−9.7% | Reduced |
| Philadelphia Trust Co | 33,094 | $7.84M | 0.55% | +394+1.2% | Added |
| Great Valley Advisor Group, Inc. | 33,085 | $7.84M | 0.16% | −14,234−30.1% | Reduced |
| Northstar Asset Management Inc | 32,971 | $7.81M | 2.03% | +230+0.7% | Added |
| River Wealth Advisors LLC | 32,857 | $7.79M | 0.91% | −688−2.1% | Reduced |
| Norden Group LLC | 32,830 | $7.78M | 0.79% | +26,674+433.3% | Added |
| Thames Capital Management LLC | 32,695 | $7.75M | 1.12% | 00.0% | Unchanged |
| Harvey Capital Management Inc | 32,621 | $7.73M | 1.65% | +4,905+17.7% | Added |
| Bessemer Group Inc | 32,611 | $7.73M | 0.01% | +2,124+7.0% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 32,289 | $7.65M | 2.83% | −8,196−20.2% | Reduced |
| Oppenheimer Asset Management Inc. | 32,252 | $7.64M | 0.08% | −44,943−58.2% | Reduced |
| Level Four Advisory Services, LLC | 31,820 | $7.54M | 0.26% | +231+0.7% | Added |
| FORA Capital, LLC | 31,728 | $7.52M | 1.33% | −9,100−22.3% | Reduced |
| Brighton Jones LLC | 31,684 | $7.51M | 0.18% | −525−1.6% | Reduced |
| Virtu Financial LLC | 31,494 | $7.46M | 0.42% | +27,808+754.4% | Added |
| Wormser Freres Gestion | 31,037 | $7.41M | 4.12% | +1,101+3.7% | Added |
| Intact Investment Management Inc. | 31,200 | $7.39M | 0.22% | +7,300+30.5% | Added |
| Advisors Asset Management, Inc. | 31,075 | $7.36M | 0.12% | +3,491+12.7% | Added |
| Lockheed Martin Investment Management Co | 31,050 | $7.36M | 0.27% | +320+1.0% | Added |
| Sendero Wealth Management, LLC | 30,979 | $7.34M | 0.86% | +11,217+56.8% | Added |
| Fundamentun, LLC | 30,974 | $7.34M | 0.30% | +1,332+4.5% | Added |
| Bryn Mawr Trust Co | 30,832 | $7.31M | 0.18% | −7,175−18.9% | Reduced |
| Dillon & Associates Inc | 30,567 | $7.24M | 0.93% | −197−0.6% | Reduced |
| CenterBook Partners LP | 30,517 | $7.23M | 0.36% | −32,448−51.5% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 30,495 | $7.23M | 0.76% | +6,550+27.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 30,470 | $7.22M | 0.10% | −138−0.5% | Reduced |
| Keybank National Association | 30,289 | $7.18M | 0.03% | −997−3.2% | Reduced |
| Atom Investors LP | 30,215 | $7.16M | 0.54% | −25,363−45.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 30,111 | $7.15M | 0.19% | +11,777+64.2% | Added |
| Siren, L.L.C. | 30,100 | $7.13M | 0.28% | +7,500+33.2% | Added |
| Wetherby Asset Management Inc | 30,066 | $7.13M | 0.29% | +1,220+4.2% | Added |
| Trivest Advisors Ltd | 30,000 | $7.11M | 0.23% | +30,000 | New |
| Sompo Asset Management Co., Ltd. | 29,881 | $7.08M | 1.22% | −592−1.9% | Reduced |
| Machina Capital S.A.S. | 29,819 | $7.07M | 1.24% | +16,636+126.2% | Added |
| Sand Hill Global Advisors, LLC | 29,814 | $7.07M | 0.25% | −346−1.1% | Reduced |
| Snowden Capital Advisors LLC | 29,701 | $7.05M | 0.19% | −1,833−5.8% | Reduced |
| Munich Reinsurance Co Stock Corp in Munich | 29,505 | $6.99M | 0.18% | +29,505 | New |
| HighPoint Advisor Group LLC | 29,471 | $6.98M | 0.33% | +2,023+7.4% | Added |
| Oak Thistle LLC | 29,334 | $6.95M | 1.06% | +15,301+109.0% | Added |
| Advisors Capital Management, LLC | 29,012 | $6.88M | 0.09% | +491+1.7% | Added |
| Park Avenue Securities LLC | 28,990 | $6.87M | 0.05% | −4,912−14.5% | Reduced |
| Louisbourg Investments Inc. | 36,802 | $6.78M | 1.48% | +7,645+26.2% | Added |
| Merit Financial Group, LLC | 28,595 | $6.78M | 0.06% | −5,918−17.1% | Reduced |
| Meyer Handelman Co | 28,496 | $6.75M | 0.21% | −2,265−7.4% | Reduced |
| Wolverine Asset Management LLC | 28,242 | $6.69M | 0.10% | +7,192+34.2% | Added |
| Argent Trust Co | 28,136 | $6.67M | 0.24% | +1,133+4.2% | Added |
| Apollon Wealth Management, LLC | 28,096 | $6.66M | 0.12% | −785−2.7% | Reduced |
| Zuckerman Investment Group, LLC | 28,015 | $6.64M | 0.61% | +28,015 | New |
| First Nebraska Trust Co | 28,011 | $6.64M | 0.60% | +47+0.2% | Added |
| Marietta Wealth Management, LLC | 27,861 | $6.60M | 0.81% | +1,341+5.1% | Added |
| Modera Wealth Management, LLC | 27,720 | $6.57M | 0.08% | +122+0.4% | Added |
| Ally Financial Inc. | 27,500 | $6.52M | 0.80% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 27,439 | $6.50M | 0.59% | −43−0.2% | Reduced |
| VGI Partners Ltd | 27,430 | $6.50M | 0.47% | +27,430 | New |
| Gibraltar Capital Management, Inc. | 27,255 | $6.46M | 1.16% | +27,255 | New |
| SummitTX Capital, L.P. | 27,215 | $6.45M | 0.27% | +25,115+1,196.0% | Added |
| CMH Wealth Management LLC | 27,106 | $6.44M | 1.37% | −314−1.1% | Reduced |
| Cohen Klingenstein LLC | 27,020 | $6.40M | 0.20% | −280−1.0% | Reduced |
| Trifecta Capital Advisors, LLC | 26,986 | $6.40M | 0.97% | +480+1.8% | Added |
| Strategic Planning Group, LLC | 26,938 | $6.38M | 0.86% | +10,665+65.5% | Added |
| BDF-Gestion | 26,590 | $6.30M | 0.75% | −5,530−17.2% | Reduced |
| Promethos Capital, LLC | 26,493 | $6.28M | 1.69% | +8,417+46.6% | Added |
| Lee Danner & Bass Inc | 26,387 | $6.25M | 0.46% | +6,667+33.8% | Added |
| Red Door Wealth Management, LLC | 26,333 | $6.24M | 0.66% | +1,606+6.5% | Added |
| St Germain D J Co Inc | 26,215 | $6.21M | 0.25% | +20+0.1% | Added |
| Fortis Capital Management LLC | 26,206 | $6.21M | 0.87% | +2,441+10.3% | Added |
| Parallax Volatility Advisers, L.P. | 26,163 | $6.20M | 0.18% | +26,163 | New |
| Revisor Wealth Management LLC | 25,143 | $6.17M | 2.13% | −87−0.3% | Reduced |
| Central Trust Co | 26,010 | $6.16M | 0.13% | −2,180−7.7% | Reduced |
| Farther Finance Advisors, LLC | 25,893 | $6.14M | 0.09% | +2,759+11.9% | Added |
| MUFG Securities Americas Inc. | 25,780 | $6.11M | 0.39% | +4,515+21.2% | Added |
| Occidental Asset Management, LLC | 25,708 | $6.09M | 0.76% | +11,462+80.5% | Added |
| Summit Financial, LLC | 25,551 | $6.06M | 0.09% | +9,019+54.6% | Added |
| Evelyn Partners Investment Management LLP | 25,525 | $6.05M | 0.17% | −597−2.3% | Reduced |
| Wahed Invest LLC | 25,500 | $6.04M | 0.83% | +118+0.5% | Added |
| Evercore Wealth Management, LLC | 25,396 | $6.02M | 0.09% | −586−2.3% | Reduced |
| Cohen Capital Management, Inc. | 25,373 | $6.01M | 0.94% | +520+2.1% | Added |
| Vise Technologies, Inc. | 25,301 | $6.00M | 0.22% | −1,647−6.1% | Reduced |
| Clean Yield Group | 25,202 | $5.97M | 1.69% | +1,911+8.2% | Added |
| V-Square Quantitative Management LLC | 25,180 | $5.97M | 1.01% | +754+3.1% | Added |
| Meridian Wealth Management, LLC | 25,177 | $5.97M | 0.23% | +1,438+6.1% | Added |
| Quattro Financial Advisors LLC | 25,000 | $5.92M | 1.88% | 00.0% | Unchanged |
| Pioneer Trust Bank N A | 24,984 | $5.92M | 1.39% | +565+2.3% | Added |
| SFMG, LLC | 24,981 | $5.92M | 0.41% | +1,821+7.9% | Added |
| Vision Capital Management, Inc. | 24,852 | $5.89M | 0.73% | −440−1.7% | Reduced |
| Baker Chad R | 24,775 | $5.87M | 1.01% | +7,250+41.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 24,775 | $5.87M | 0.02% | −8,661−25.9% | Reduced |
| Spinnaker Trust | 24,702 | $5.85M | 0.32% | +46+0.2% | Added |