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, 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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 1,850 | $490.1K | 0.00% | −115−5.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,855 | $491.4K | 0.16% | +41+2.3% | Added |
| W.H. Cornerstone Investments Inc. | 1,855 | $491.4K | 0.30% | −81−4.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,855 | $491.5K | 0.01% | +476+34.5% | Added |
| BOK Financial Private Wealth, Inc. | 1,867 | $495.4K | 0.03% | −7−0.4% | Reduced |
| Herold Advisors, Inc. | 1,872 | $495.9K | 0.11% | +75+4.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,872 | $496.7K | 0.15% | +241+14.8% | Added |
| JSF Financial, LLC | 1,876 | $497.0K | 0.10% | +139+8.0% | Added |
| One Wealth Capital Management, LLC | 1,877 | $497.3K | 0.21% | +716+61.7% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 1,878 | $497.5K | 0.26% | +1,878 | New |
| Lafayette Investments, Inc. | 1,878 | $497.5K | 0.09% | +217+13.1% | Added |
| Strategic Blueprint, LLC | 1,886 | $499.5K | 0.03% | −3,680−66.1% | Reduced |
| Ramiah Investment Group | 1,888 | $500.1K | 0.43% | −519−21.6% | Reduced |
| Grandfield & Dodd, LLC | 1,889 | $500.4K | 0.03% | +300+18.9% | Added |
| Breakwater Capital Group | 1,894 | $501.7K | 0.07% | −7−0.4% | Reduced |
| Eurizon SLJ Capital Ltd | 1,901 | $503.6K | 0.20% | +1,901 | New |
| Brandywine Oak Private Wealth LLC | 1,901 | $503.6K | 0.04% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 1,902 | $503.9K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 1,907 | $505.2K | 0.14% | +17+0.9% | Added |
| Brady Martz Wealth Solutions, LLC | 1,913 | $506.8K | 0.09% | −59−3.0% | Reduced |
| Rakuten Securities, Inc. | 1,915 | $507.3K | 0.16% | −1,163−37.8% | Reduced |
| Cambient Family Office, LLC | 1,913 | $507.5K | 0.07% | +1,913 | New |
| Kensington Investment Counsel, LLC | 1,917 | $507.8K | 0.21% | 00.0% | Unchanged |
| Investors Research Corp | 1,920 | $508.5K | 0.09% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 1,922 | $509.2K | 0.20% | +7+0.4% | Added |
| WBI Investments | 1,923 | $509.4K | 0.13% | +1,923 | New |
| Patron Partners Advisors, LLC | 1,924 | $509.7K | 0.23% | −159−7.6% | Reduced |
| Revolve Wealth Partners, LLC | 1,927 | $510.5K | 0.06% | +9+0.5% | Added |
| Trilogy Capital Inc. | 1,927 | $510.5K | 0.02% | +13+0.7% | Added |
| Sentinus, LLC | 1,936 | $512.8K | 0.05% | +208+12.0% | Added |
| Pure Financial Advisors, Inc. | 1,938 | $513.3K | 0.01% | −330−14.6% | Reduced |
| Abacus Planning Group, Inc. | 1,940 | $513.9K | 0.07% | +520+36.6% | Added |
| V2 Financial group LLC | 1,942 | $514.4K | 0.25% | +253+15.0% | Added |
| GK Wealth Management LLC | 1,942 | $514.6K | 0.38% | +822+73.4% | Added |
| Liberty Wealth Management LLC | 1,945 | $515.2K | 0.07% | −3−0.2% | Reduced |
| Seven Mile Advisory | 1,955 | $517.8K | 0.09% | −517−20.9% | Reduced |
| Wisconsin Wealth Advisors, LLC | 1,956 | $518.2K | 0.51% | −12−0.6% | Reduced |
| Ewa, LLC | 1,957 | $518.5K | 0.13% | −26−1.3% | Reduced |
| Greenspring Advisors, LLC | 1,959 | $519.1K | 0.03% | +1,959 | New |
| Apriem Advisors | 1,965 | $520.5K | 0.05% | +80+4.2% | Added |
| Berger Financial Group, Inc | 1,967 | $521.1K | 0.03% | −30−1.5% | Reduced |
| FirstWave Capital Management LLC | 1,972 | $522.4K | 0.31% | +1,972 | New |
| Prota Financial, LLC | 1,972 | $522.4K | 0.38% | +1,972 | New |
| Independent Solutions Wealth Management, LLC | 1,974 | $522.9K | 0.10% | −91−4.4% | Reduced |
| City State Bank | 1,975 | $523.2K | 0.14% | −590−23.0% | Reduced |
| Anchyra Partners LLC | 1,975 | $523.2K | 0.16% | +1,975 | New |
| Northern Lights Advisors, Inc. | 1,975 | $523.2K | 0.36% | +1,975 | New |
| Range Advisory, LLC | 1,976 | $523.4K | 0.13% | +1,976 | New |
| Aviance Capital Partners, LLC | 1,977 | $523.7K | 0.06% | −11−0.6% | Reduced |
| Colonial Trust Co | 1,978 | $524.0K | 0.07% | −160−7.5% | Reduced |
| Andina Capital Management, LLC | 1,995 | $528.5K | 0.32% | +98+5.2% | Added |
| American State Bank (Iowa) | 1,999 | $529.6K | 0.25% | +145+7.8% | Added |
| Corient IA LLC | 2,000 | $529.8K | 0.50% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 2,000 | $529.8K | 0.31% | +2,000 | New |
| Alley Investment Management Company, LLC | 2,000 | $529.8K | 0.06% | 00.0% | Unchanged |
| Covenant Partners, LLC | 2,001 | $530.1K | 0.15% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 2,329 | $530.9K | 0.01% | +687+41.8% | Added |
| Synergy Financial Group, LTD | 2,012 | $533.0K | 0.37% | −23−1.1% | Reduced |
| LVW Advisors, LLC | 2,018 | $534.6K | 0.05% | +173+9.4% | Added |
| Wallace Advisory Group, LLC | 2,021 | $535.4K | 0.56% | +1,046+107.3% | Added |
| Hilltop National Bank | 2,024 | $536.2K | 0.13% | −565−21.8% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 2,024 | $536.2K | 0.07% | −1,336−39.8% | Reduced |
| Sandro Wealth Management LLC | 2,026 | $536.7K | 0.44% | +2,026 | New |
| Jeppson Wealth Management, LLC | 2,027 | $537.0K | 0.17% | 00.0% | Unchanged |
| Appleton Partners Inc | 2,036 | $539.0K | 0.04% | −87−4.1% | Reduced |
| RAM Investment Partners, LLC | 2,043 | $541.2K | 0.10% | −252−11.0% | Reduced |
| Phillips Wealth Planners LLC | 2,450 | $542.9K | 0.44% | −367−13.0% | Reduced |
| McHugh Group, LLC | 2,050 | $543.1K | 0.31% | 00.0% | Unchanged |
| 17 Capital Partners, LLC | 2,053 | $543.9K | 0.28% | −233−10.2% | Reduced |
| Polymer Capital Management (HK) LTD | 2,059 | $545.5K | 0.08% | +2,059 | New |
| SGL Investment Advisors, Inc. | 2,872 | $545.6K | 0.22% | +255+9.7% | Added |
| Laurel Oak Wealth Management, LLC | 2,065 | $547.0K | 0.09% | +2,065 | New |
| Latko Wealth Management, Ltd. | 2,065 | $547.1K | 0.27% | +3+0.1% | Added |
| HCR Wealth Advisors | 2,068 | $547.8K | 0.05% | +522+33.8% | Added |
| Mosley Wealth Management | 2,280 | $548.2K | 0.25% | +2,280 | New |
| Centurion Wealth Management LLC | 2,076 | $549.9K | 0.12% | +34+1.7% | Added |
| Stonebrook Private Inc. | 2,080 | $550.9K | 0.12% | −2,752−57.0% | Reduced |
| 4WEALTH Advisors, Inc. | 2,084 | $552.0K | 0.48% | +188+9.9% | Added |
| Onyx Bridge Wealth Group LLC | 2,084 | $552.1K | 0.06% | −8−0.4% | Reduced |
| Ameriflex Group, Inc. | 2,086 | $552.7K | 0.29% | −270−11.5% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 2,094 | $554.8K | 0.34% | −1,412−40.3% | Reduced |
| Brookwood Investment Group LLC | 2,107 | $558.2K | 0.07% | −2,213−51.2% | Reduced |
| Bingham Private Wealth, LLC | 2,111 | $559.2K | 0.48% | +2,111 | New |
| Capital Advantage, Inc. | 2,117 | $560.7K | 0.08% | +137+6.9% | Added |
| a16z Perennial Management, L.P. | 2,117 | $560.8K | 0.04% | −8−0.4% | Reduced |
| Signature Equity Partners, LLC | 2,118 | $561.2K | 0.31% | +2,118 | New |
| Inceptionr LLC | 2,122 | $562.1K | 0.16% | −808−27.6% | Reduced |
| Addison Advisors LLC | 2,123 | $562.4K | 0.13% | +136+6.8% | Added |
| Voleon Capital Management LP | 2,129 | $564.0K | 0.01% | −54,991−96.3% | Reduced |
| Laffer Tengler Investments | 2,130 | $564.3K | 0.09% | +1,286+152.4% | Added |
| Consilio Wealth Advisors, LLC | 2,130 | $564.3K | 0.17% | +23+1.1% | Added |
| Semus Wealth Partners LLC | 2,142 | $567.4K | 0.31% | −38−1.7% | Reduced |
| Cresta Advisors, Ltd. | 2,146 | $568.5K | 0.24% | +2,146 | New |
| Winthrop Advisory Group LLC | 2,157 | $568.7K | 0.05% | −163−7.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,149 | $569.3K | 0.08% | +36+1.7% | Added |
| J.Safra Asset Management Corp | 2,150 | $569.5K | 0.03% | +1,117+108.1% | Added |
| American Capital Advisory, LLC | 2,153 | $570.4K | 0.25% | +678+46.0% | Added |
| Harmony Asset Management LLC | 2,153 | $570.4K | 0.19% | +5+0.2% | Added |
| WBH Advisory Inc | 2,159 | $572.0K | 0.04% | −192−8.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,163 | $572.9K | 0.11% | +89+4.3% | Added |