Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,491 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, Q4 2025

Institutional positions in Salesforce, Inc. as of Dec 31, 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: 2,959; +206 vs. Q3 2025
Shares held: 809.9M; +53.5M (+7.1%) vs. Q3 2025
Total value: $201.9B; +$22.6B (+12.6%) vs. Q3 2025
New holders: 414; 1,086 more added
Sold out: 208; 1,234 more reduced

63 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 2,959 institutions

Value heldQ4 2025: $201.9B

Institutions holding CRM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,491	$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, Q4 2025

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q3 2025.

Institutions holding CRM in Q4 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Turim 21 Investimentos Ltda.	2,420	$1	0.00%	00.0%	Unchanged
ROSS\JOHNSON & Associates LLC	2	$530	0.01%	00.0%	Unchanged
Luken Investment Analytics, LLC	2	$530	0.00%	+2	New
Benson Wealth Management INC	2	$530	0.00%	+2	New
Chelsea Counsel Co	2	$531	0.00%	00.0%	Unchanged
Meramec Financial Planners, LLC	3	$575	0.00%	+3	New
Cherry Tree Wealth Management, LLC	3	$795	0.00%	−92−96.8%	Reduced
Duncker Streett & Co Inc	3	$795	0.00%	00.0%	Unchanged
Barnes Dennig Private Wealth Management LLC	3	$795	0.00%	00.0%	Unchanged
Investors Portfolio Services LLC	4	$955	0.00%	+4	New
Insight Financial Services	4	$1.06K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	4	$1.06K	0.00%	−4−50.0%	Reduced
S&T Bank	5	$1.32K	0.00%	−23−82.1%	Reduced
Seneschal Advisors, LLC	5	$1.32K	0.00%	−1−16.7%	Reduced
Networth Advisors, LLC	5	$1.32K	0.00%	+5	New
Curio Wealth, LLC	5	$1.34K	0.00%	+5	New
Investment Counsel Co of Nevada	6	$1.59K	0.00%	00.0%	Unchanged
Breakwater Investment Management	6	$1.59K	0.00%	+2+50.0%	Added
DecisionPoint Financial, LLC	7	$1.85K	0.00%	00.0%	Unchanged
Clayton Financial Group LLC	7	$1.85K	0.00%	+7	New
Global Wealth Strategies & Associates	8	$2.12K	0.00%	00.0%	Unchanged
RHL Group, LLC	8	$2.12K	0.00%	+8	New
Beacon Financial Strategies CORP	8	$2.12K	0.00%	+8	New
Twin Lakes Capital Management, LLC	8	$2.14K	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	9	$2.39K	0.00%	00.0%	Unchanged
1 North Wealth Services LLC	10	$2.65K	0.00%	00.0%	Unchanged
Morse Asset Management, Inc	10	$2.65K	0.00%	00.0%	Unchanged
Centennial Bank	10	$2.65K	0.00%	00.0%	Unchanged
Davis Capital Management	10	$2.65K	0.00%	+1+11.1%	Added
Marshall & Sterling Wealth Advisors Inc.	10	$2.68K	0.00%	−166−94.3%	Reduced
Financially Speaking Inc	11	$2.91K	0.00%	00.0%	Unchanged
Family CFO Inc	11	$2.91K	0.00%	+11	New
NorthAvenue LLC	11	$2.92K	0.00%	+11	New
Kingdom Financial Group LLC.	11	$3.02K	0.00%	−855−98.7%	Reduced
Brooklands Fund Management Ltd	15	$3.18K	0.00%	+15	New
New England Capital Financial Advisors LLC	12	$3.21K	0.00%	−33−73.3%	Reduced
Hager Investment Management Services, LLC	13	$3.44K	0.00%	00.0%	Unchanged
Granite FO LLC	14	$3.71K	0.00%	−89−86.4%	Reduced
Luminist Capital LLC	15	$3.97K	0.00%	00.0%	Unchanged
Lummis Asset Management, LP	16	$4.24K	0.00%	00.0%	Unchanged
Three Bearings Fiduciary Advisors, Inc.	21	$4.46K	0.00%	+21	New
Copia Wealth Management	17	$4.50K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	17	$4.50K	0.00%	00.0%	Unchanged
Fountainhead AM, LLC	18	$4.77K	0.01%	−2,870−99.4%	Reduced
Sunrise Financial Services, LLC	18	$4.77K	0.00%	+18	New
Rachor Investment Advisory Services, LLC	18	$4.80K	0.00%	+18	New
Merrithew & Thorsten Inc	21	$5.00K	0.01%	+21	New
Vermillion & White Wealth Management Group, LLC	19	$5.03K	0.00%	00.0%	Unchanged
Kerr Financial Planning Corp	27	$5.13K	0.01%	−30−52.6%	Reduced
Alerus Financial NA	21	$5.56K	0.00%	−57−73.1%	Reduced
Darwin Advisors, LLC	21	$5.60K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	22	$5.83K	0.00%	00.0%	Unchanged
WFA of San Diego, LLC	22	$5.83K	0.00%	+10+83.3%	Added
Stephens Consulting, LLC	23	$6.09K	0.00%	+19+475.0%	Added
Bulwark Capital Corp	25	$6.62K	0.00%	+15+150.0%	Added
Toth Financial Advisory Corp	25	$6.62K	0.00%	+25	New
Winnow Wealth LLC	25	$6.63K	0.00%	+25	New
Monetary Solutions, Ltd	26	$6.89K	0.01%	+26	New
Scarborough Advisors, LLC	27	$7.15K	0.00%	−1−3.6%	Reduced
Anfield Capital Management, LLC	27	$7.15K	0.00%	00.0%	Unchanged
Fairway Wealth LLC	28	$7.42K	0.00%	+28	New
McGuire Capital Advisors Inc	28	$7.42K	0.00%	+28	New
Costello Asset Management, INC	29	$7.72K	0.00%	+14+93.3%	Added
Bayban	30	$7.95K	0.01%	+30	New
Hartford Financial Management Inc.	30	$7.95K	0.00%	−172−85.1%	Reduced
Gold Investment Management Ltd.	31	$8.21K	0.00%	00.0%	Unchanged
Westend Capital Management, LLC	32	$8.48K	0.00%	00.0%	Unchanged
Estate Planners Group, LLC	32	$8.48K	0.00%	+32	New
Delos Wealth Advisors, LLC	32	$8.48K	0.01%	00.0%	Unchanged
Jessup Wealth Management, Inc	34	$8.88K	0.00%	+34	New
Godsey & Gibb Associates	34	$9.01K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	35	$9.27K	0.00%	+4+12.9%	Added
Country Trust Bank	37	$9.80K	0.00%	−100−73.0%	Reduced
Decker Retirement Planning Inc.	39	$10.3K	0.01%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	39	$10.3K	0.00%	+5+14.7%	Added
Hurley Capital, LLC	39	$10.4K	0.01%	−4−9.3%	Reduced
Morton Brown Family Wealth, LLC	44	$11.7K	0.00%	+2+4.8%	Added
FWL Investment Management, LLC	45	$11.9K	0.00%	−253−84.9%	Reduced
Bare Financial Services, Inc	45	$11.9K	0.00%	−14−23.7%	Reduced
Innovative Advisory Group, LLC	45	$11.9K	0.01%	00.0%	Unchanged
Richardson Capital Management LLC	45	$11.9K	0.01%	+8+21.6%	Added
PayPay Securities Corp	45	$11.9K	0.35%	+12+36.4%	Added
Colonial Trust Advisors	45	$11.9K	0.00%	−186−80.5%	Reduced
Team Financial Group, LLC	45	$12.0K	0.01%	−125−73.5%	Reduced
MJT & Associates Financial Advisory Group, Inc.	46	$12.2K	0.01%	00.0%	Unchanged
Principia Wealth Advisory, LLC	46	$12.2K	0.01%	+8+21.1%	Added
Evolution Advisers, Inc.	50	$13.0K	0.01%	00.0%	Unchanged
Redmont Wealth Advisors LLC	50	$13.2K	0.02%	00.0%	Unchanged
DAGCO, Inc.	51	$13.5K	0.00%	−10−16.4%	Reduced
Ankerstar Wealth, LLC	51	$13.5K	0.01%	+51	New
Sherman Asset Management, Inc.	52	$13.8K	0.01%	00.0%	Unchanged
Greenline Wealth Management LLC	55	$14.7K	0.02%	+55	New
HFM Investment Advisors, LLC	56	$14.8K	0.01%	+48+600.0%	Added
Advocate Investing Services LLC	57	$15.0K	0.01%	+57	New
MPWM Advisory Solutions, LLC	57	$15.2K	0.01%	00.0%	Unchanged
PFS Partners, LLC	59	$15.5K	0.01%	00.0%	Unchanged
eCIO, Inc.	59	$15.6K	0.01%	+59	New
Quarry LP	60	$15.9K	0.00%	−1,669−96.5%	Reduced
Islay Capital Management, LLC	60	$15.9K	0.01%	00.0%	Unchanged
Altshuler Shaham Ltd	60	$15.9K	0.00%	+15+33.3%	Added