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 |
|---|---|---|---|---|---|
| First National Trust Co | 24,620 | $5.83M | 0.20% | −2,035−7.6% | Reduced |
| Siemens Fonds Invest GmbH | 24,609 | $5.83M | 0.32% | −662−2.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 24,571 | $5.82M | 0.38% | −570−2.3% | Reduced |
| Family Management Corp | 24,567 | $5.82M | 0.81% | +820+3.5% | Added |
| Cantor Fitzgerald, L. P. | 24,565 | $5.82M | 0.11% | +19,096+349.2% | Added |
| Graham Capital Management, L.P. | 24,532 | $5.81M | 0.22% | +616+2.6% | Added |
| Cary Street Partners Financial LLC | 24,417 | $5.79M | 0.15% | −19,410−44.3% | Reduced |
| Sigma Planning Corp | 24,401 | $5.78M | 0.16% | +387+1.6% | Added |
| Johnson Investment Counsel Inc | 24,369 | $5.78M | 0.05% | −181−0.7% | Reduced |
| Van Strum & Towne Inc. | 24,360 | $5.77M | 1.70% | +1,260+5.5% | Added |
| Wedbush Securities Inc | 24,265 | $5.75M | 0.19% | −1,969−7.5% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 24,187 | $5.73M | 1.18% | 00.0% | Unchanged |
| Triavera Capital LLC | 24,073 | $5.71M | 2.78% | 00.0% | Unchanged |
| Numerai GP LLC | 23,997 | $5.69M | 0.80% | −9,552−28.5% | Reduced |
| SP Asset Management LLC | 23,979 | $5.68M | 0.45% | −896−3.6% | Reduced |
| Peloton Wealth Strategists | 23,870 | $5.66M | 2.22% | −650−2.7% | Reduced |
| Mirova | 23,814 | $5.64M | 0.80% | +404+1.7% | Added |
| Brown Brothers Harriman & Co | 23,790 | $5.64M | 0.03% | +2,277+10.6% | Added |
| Mountain Hill Investment Partners Corp. | 23,771 | $5.63M | 4.94% | +23,771 | New |
| We Are One Seven, LLC | 23,710 | $5.62M | 0.13% | −6,803−22.3% | Reduced |
| Burling Wealth Partners, LLC | 23,698 | $5.62M | 0.93% | +1,355+6.1% | Added |
| Entropy Technologies, LP | 23,598 | $5.59M | 0.42% | −24,174−50.6% | Reduced |
| Prentiss Smith & Co Inc | 23,545 | $5.58M | 3.15% | −184−0.8% | Reduced |
| Wolverine Trading, LLC | 22,648 | $5.55M | 0.11% | +16,098+245.8% | Added |
| Integrated Wealth Concepts LLC | 23,359 | $5.54M | 0.05% | −2,517−9.7% | Reduced |
| Ascent Group, LLC | 23,355 | $5.54M | 0.20% | +8,693+59.3% | Added |
| ExodusPoint Capital Management, LP | 23,327 | $5.53M | 0.08% | −28,802−55.3% | Reduced |
| GFI Investment Counsel Ltd. | 23,321 | $5.53M | 0.58% | +48+0.2% | Added |
| Quadrant Private Wealth Management, LLC | 23,105 | $5.49M | 1.00% | +4,306+22.9% | Added |
| Twin Tree Management, LP | 22,983 | $5.45M | 0.25% | −18,681−44.8% | Reduced |
| Quadrant Capital Group LLC | 22,936 | $5.44M | 0.18% | +1,395+6.5% | Added |
| Ballentine Partners, LLC | 22,908 | $5.43M | 0.08% | −486−2.1% | Reduced |
| IFP Advisors, Inc | 22,896 | $5.43M | 0.14% | +3,386+17.4% | Added |
| Eastover Investment Advisors LLC | 22,822 | $5.41M | 2.35% | −743−3.2% | Reduced |
| Iyo Bank, Ltd. | 22,691 | $5.38M | 2.03% | +8,180+56.4% | Added |
| Beacon Investment Advisory Services, Inc. | 22,560 | $5.35M | 0.22% | −1,419−5.9% | Reduced |
| Hillsdale Investment Management Inc. | 22,539 | $5.34M | 0.16% | +12,530+125.2% | Added |
| J.W. Cole Advisors, Inc. | 22,519 | $5.34M | 0.10% | −2,014−8.2% | Reduced |
| Venture Visionary Partners LLC | 22,511 | $5.34M | 0.18% | +171+0.8% | Added |
| Sawyer & Company, Inc | 19,397 | $5.29M | 2.00% | +208+1.1% | Added |
| Selective Wealth Management, Inc. | 22,007 | $5.28M | 1.70% | −544−2.4% | Reduced |
| Continuum Advisory, LLC | 22,224 | $5.27M | 0.56% | +2,043+10.1% | Added |
| Meridian Management Co | 22,163 | $5.25M | 1.41% | +512+2.4% | Added |
| Signaturefd, LLC | 21,882 | $5.19M | 0.08% | +545+2.6% | Added |
| Ceera Investments, LLC | 21,807 | $5.17M | 1.61% | −1,090−4.8% | Reduced |
| NorthRock Partners, LLC | 21,740 | $5.15M | 0.09% | +4,159+23.7% | Added |
| YHB Investment Advisors, Inc. | 21,712 | $5.15M | 0.38% | −197−0.9% | Reduced |
| GeoWealth Management, LLC | 21,505 | $5.10M | 0.19% | +5,383+33.4% | Added |
| Dorsey & Whitney Trust CO LLC | 21,489 | $5.09M | 0.27% | +4,033+23.1% | Added |
| Alps Advisors Inc | 21,455 | $5.08M | 0.03% | +10,633+98.3% | Added |
| Linden Thomas Advisory Services, LLC | 21,441 | $5.08M | 0.51% | +445+2.1% | Added |
| Bailard, Inc. | 21,386 | $5.07M | 0.11% | +1,820+9.3% | Added |
| Country Club Bank | 20,632 | $5.06M | 0.30% | +15,919+337.8% | Added |
| RB Capital Management, LLC | 21,303 | $5.05M | 1.05% | +21+0.1% | Added |
| Webster Bank, N. A. | 21,294 | $5.05M | 0.49% | −919−4.1% | Reduced |
| Somerville Kurt F | 21,264 | $5.04M | 0.83% | +2,440+13.0% | Added |
| Meridian Wealth Advisors, LLC | 21,148 | $5.01M | 0.71% | +293+1.4% | Added |
| Guinness Atkinson Asset Management Inc | 20,376 | $4.99M | 2.37% | +2,152+11.8% | Added |
| Harbor Capital Advisors, Inc. | 21,007 | $4.98M | 0.39% | +393+1.9% | Added |
| Golden State Equity Partners | 20,999 | $4.98M | 0.84% | −1,529−6.8% | Reduced |
| Plimoth Trust Co LLC | 20,956 | $4.97M | 1.12% | +2,091+11.1% | Added |
| Cordatus Wealth Management LLC | 20,951 | $4.97M | 1.17% | +265+1.3% | Added |
| Qsemble Capital Management, LP | 20,746 | $4.92M | 0.48% | +3,929+23.4% | Added |
| First Financial Bank - Trust Division | 20,569 | $4.87M | 0.42% | −454−2.2% | Reduced |
| Torrey Growth & Income Advisors | 20,559 | $4.87M | 1.43% | +20,559 | New |
| Parus Finance (UK) Ltd | 20,333 | $4.82M | 1.27% | −26,460−56.5% | Reduced |
| CCM Investment Advisers LLC | 20,324 | $4.82M | 0.47% | −44,937−68.9% | Reduced |
| S-Bank Fund Management Ltd | 20,271 | $4.80M | 0.64% | −105−0.5% | Reduced |
| AlphaStar Capital Management, LLC | 20,261 | $4.80M | 0.41% | +19,330+2,076.3% | Added |
| Bridge Creek Capital Management LLC | 20,187 | $4.78M | 1.33% | +25+0.1% | Added |
| Capital Group Investment Management Pte. Ltd. | 20,005 | $4.74M | 0.79% | +6,215+45.1% | Added |
| WCG Wealth Advisors LLC | 20,005 | $4.74M | 0.30% | +1,455+7.8% | Added |
| M. Kulyk & Associates, LLC | 20,000 | $4.74M | 0.96% | +1,521+8.2% | Added |
| Generate Investment Management Ltd | 20,000 | $4.74M | 0.24% | +1,822+10.0% | Added |
| Petredis Investment Advisors LLC | 19,990 | $4.74M | 0.38% | −147−0.7% | Reduced |
| Conning Inc. | 19,893 | $4.71M | 0.16% | −158−0.8% | Reduced |
| Independent Financial Group, LLC | 19,805 | $4.69M | 0.11% | +1,699+9.4% | Added |
| Newbridge Financial Services Group, Inc. | 19,779 | $4.69M | 0.70% | −2,210−10.1% | Reduced |
| Rakuten Investment Management, Inc. | 17,290 | $4.69M | 0.02% | +17,290 | New |
| Private Wealth Partners, LLC | 19,679 | $4.66M | 0.33% | +144+0.7% | Added |
| Railway Pension Investments Ltd | 19,600 | $4.65M | 0.06% | +7,900+67.5% | Added |
| Global Retirement Partners, LLC | 19,592 | $4.64M | 0.10% | +3,133+19.0% | Added |
| Bouvel Investment Partners, LLC | 19,578 | $4.64M | 1.42% | −118−0.6% | Reduced |
| Sanders Morris Harris LLC | 9,061 | $4.64M | 0.61% | +9,061 | New |
| Deane Retirement Strategies, Inc. | 19,518 | $4.63M | 1.99% | +19,518 | New |
| Diversified Trust Co | 19,540 | $4.63M | 0.09% | −8,246−29.7% | Reduced |
| Dynamic Advisor Solutions LLC | 19,481 | $4.62M | 0.13% | −338−1.7% | Reduced |
| Iowa State Bank | 19,446 | $4.61M | 0.88% | −1,240−6.0% | Reduced |
| Essex Investment Management Co LLC | 19,422 | $4.60M | 0.70% | −75−0.4% | Reduced |
| Consolidated Investment Group LLC | 19,325 | $4.58M | 0.56% | 00.0% | Unchanged |
| Capital Analysts, LLC | 19,199 | $4.55M | 0.13% | +535+2.9% | Added |
| Zions Bancorporation, National Association | 19,134 | $4.53M | 0.22% | −9,622−33.5% | Reduced |
| RNC Capital Management LLC | 19,091 | $4.52M | 0.21% | −142−0.7% | Reduced |
| Whalerock Point Partners, LLC | 19,060 | $4.52M | 0.92% | +250+1.3% | Added |
| Smithbridge Asset Management Inc | 19,031 | $4.51M | 0.66% | −436−2.2% | Reduced |
| Ostrum Asset Management | 19,017 | $4.51M | 0.20% | +629+3.4% | Added |
| Quinn Opportunity Partners LLC | 19,000 | $4.50M | 0.33% | +19,000 | New |
| FourThought Financial Partners, LLC | 18,987 | $4.50M | 0.40% | +1,848+10.8% | Added |
| AlTi Global, Inc. | 18,794 | $4.46M | 0.10% | +932+5.2% | Added |
| Vestcor Inc | 18,696 | $4.43M | 0.13% | −1,064−5.4% | Reduced |