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 |
|---|---|---|---|---|---|
| Perennial Advisors, LLC | 2,167 | $574.1K | 0.10% | +26+1.2% | Added |
| Cape Ann Savings Bank | 2,169 | $574.6K | 0.29% | +235+12.2% | Added |
| Tennessee Valley Asset Management Partners | 2,169 | $574.6K | 0.07% | +48+2.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,180 | $577.5K | 0.04% | +20+0.9% | Added |
| Peterson Wealth Services | 2,181 | $577.8K | 0.15% | −1,275−36.9% | Reduced |
| Windsor Capital Management, LLC | 2,185 | $578.7K | 0.16% | −72−3.2% | Reduced |
| Richardson Financial Services Inc. | 2,178 | $578.8K | 0.36% | +270+14.2% | Added |
| Kestra Investment Management, LLC | 2,189 | $579.9K | 0.01% | −491−18.3% | Reduced |
| Calton & Associates, Inc. | 2,191 | $580.3K | 0.09% | +683+45.3% | Added |
| Capstone Wealth Management Group LLC | 2,197 | $581.9K | 0.35% | +203+10.2% | Added |
| Relyea Zuckerberg Hanson LLC | 2,198 | $582.3K | 0.06% | −66−2.9% | Reduced |
| IFG Advisors, LLC | 2,215 | $586.8K | 0.10% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,222 | $588.6K | 0.05% | −103−4.4% | Reduced |
| Buckland Partners Management Co LLC | 2,232 | $592.2K | 0.33% | +2,232 | New |
| Victory Financial Group, LLC | 2,238 | $592.9K | 0.07% | −49−2.1% | Reduced |
| Basecamp Wealth Advisors LLC | 2,242 | $593.9K | 0.13% | +2,242 | New |
| Beacon Financial Advisory LLC | 2,246 | $594.9K | 0.14% | +321+16.7% | Added |
| Accurate Wealth Management, LLC | 2,290 | $595.3K | 0.08% | +114+5.2% | Added |
| Davis Investment Partners, LLC | 2,350 | $596.0K | 0.21% | +2,350 | New |
| Diligent Investors, LLC | 2,250 | $596.1K | 0.15% | −50−2.2% | Reduced |
| Somerset Trust Co | 2,256 | $597.6K | 0.18% | +64+2.9% | Added |
| Cim Investment Mangement Inc | 2,260 | $598.7K | 0.16% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 2,261 | $599.0K | 0.21% | +2,261 | New |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2,262 | $599.2K | 0.46% | +2,262 | New |
| Fiduciary Alliance LLC | 2,268 | $600.8K | 0.04% | −650−22.3% | Reduced |
| IVC Wealth Advisors LLC | 2,272 | $601.9K | 0.26% | +122+5.7% | Added |
| Smithfield Trust Co | 2,277 | $604.0K | 0.03% | −153−6.3% | Reduced |
| Sunpointe, LLC | 2,280 | $605.0K | 0.20% | +265+13.2% | Added |
| Connecticut Wealth Management, LLC | 2,285 | $605.3K | 0.03% | −1,442−38.7% | Reduced |
| Verdence Capital Advisors LLC | 2,287 | $605.7K | 0.04% | −160−6.5% | Reduced |
| Silver Coast Investments LLC | 2,287 | $605.9K | 0.21% | +41+1.8% | Added |
| Abel Hall, LLC | 2,296 | $608.2K | 0.14% | +1,367+147.1% | Added |
| Founders Financial Alliance, LLC | 2,297 | $608.4K | 0.11% | −19−0.8% | Reduced |
| Garden State Investment Advisory Services LLC | 2,294 | $608.9K | 0.14% | −867−27.4% | Reduced |
| Avidian Wealth Solutions, LLC | 2,300 | $609.3K | 0.02% | −13−0.6% | Reduced |
| Trueblood Wealth Management, LLC | 2,300 | $609.4K | 0.24% | −10−0.4% | Reduced |
| AlphaStar Capital Management, LLC | 2,304 | $610.2K | 0.04% | −17,957−88.6% | Reduced |
| Liberty One Investment Management, LLC | 2,314 | $613.0K | 0.08% | −1,975−46.0% | Reduced |
| AGH Wealth Advisors, LLC | 2,328 | $616.7K | 0.46% | −306−11.6% | Reduced |
| Capital Advisors Inc | 2,328 | $616.8K | 0.01% | +2,328 | New |
| Cascades Capital Asset Management, LLC | 2,331 | $617.5K | 0.26% | +663+39.7% | Added |
| Leavell Investment Management, Inc. | 2,340 | $620.6K | 0.03% | +139+6.3% | Added |
| Platform Technology Partners | 2,343 | $620.6K | 0.13% | −305−11.5% | Reduced |
| Natural Investments, LLC | 2,350 | $622.0K | 0.15% | +185+8.5% | Added |
| Mma Asset Management LLC | 2,359 | $624.9K | 0.22% | +2,359 | New |
| Destination Wealth Management | 2,376 | $629.3K | 0.02% | +1,371+136.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,382 | $631.3K | 0.00% | −9−0.4% | Reduced |
| Tortuga Wealth Management, Inc | 2,389 | $632.9K | 0.67% | +2,389 | New |
| Fayez Sarofim & Co | 2,394 | $634.2K | 0.00% | −337−12.3% | Reduced |
| Cabot Wealth Management Inc | 2,398 | $635.3K | 0.07% | −276−10.3% | Reduced |
| Farmers National Bank | 2,400 | $635.8K | 0.14% | +1,221+103.6% | Added |
| S Harris Financial Group, LLC | 2,401 | $636.0K | 0.61% | +2,401 | New |
| Eads & Heald Wealth Management | 2,409 | $638.2K | 0.31% | −473−16.4% | Reduced |
| Quantum Financial Advisors, LLC | 2,423 | $641.9K | 0.07% | +2,423 | New |
| ZEGA Investments, LLC | 2,423 | $642.0K | 0.12% | +95+4.1% | Added |
| Stanley-Laman Group, Ltd. | 2,429 | $643.5K | 0.08% | +2,429 | New |
| Greenfield Savings Bank | 2,431 | $644.0K | 0.27% | +150+6.6% | Added |
| Greenwich Wealth Management LLC | 2,431 | $644.0K | 0.03% | +47+2.0% | Added |
| OneAscent Financial Services LLC | 2,433 | $644.5K | 0.06% | +306+14.4% | Added |
| Wrapmanager Inc | 2,436 | $645.3K | 0.22% | −415−14.6% | Reduced |
| Purus Wealth Management, LLC | 2,436 | $645.3K | 0.20% | +74+3.1% | Added |
| Fortitude Family Office, LLC | 2,439 | $646.1K | 0.15% | −49−2.0% | Reduced |
| Roman Butler Fullerton & Co | 2,834 | $646.3K | 0.17% | −1,238−30.4% | Reduced |
| White Wing Wealth Management | 2,440 | $646.5K | 0.39% | +2,440 | New |
| MN Wealth Advisors, LLC | 2,441 | $646.8K | 0.33% | +2,441 | New |
| Atlanta Consulting Group Advisors, LLC | 2,438 | $647.0K | 0.15% | −3−0.1% | Reduced |
| Sentry Investment Management LLC | 2,445 | $648.0K | 0.43% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 2,451 | $649.3K | 0.05% | −1,504−38.0% | Reduced |
| Baron Wealth Management LLC | 2,453 | $649.9K | 0.20% | −397−13.9% | Reduced |
| Financial Advisory Service, Inc. | 2,453 | $649.9K | 0.04% | −4−0.2% | Reduced |
| Bank of Jackson Hole Trust | 2,460 | $651.7K | 0.31% | +343+16.2% | Added |
| Advyzon Investment Management, LLC | 2,465 | $653.1K | 0.08% | +705+40.1% | Added |
| Kuhn & Co Investment Counsel | 2,467 | $653.5K | 0.44% | +22+0.9% | Added |
| Millstone Evans Group, LLC | 2,468 | $653.8K | 0.38% | +85+3.6% | Added |
| BankPlus Wealth Management LLC | 2,474 | $655.6K | 0.36% | +181+7.9% | Added |
| True North Advisors, LLC | 2,475 | $655.7K | 0.08% | −7,977−76.3% | Reduced |
| Gallacher Capital Management LLC | 2,477 | $656.2K | 0.25% | −836−25.2% | Reduced |
| Fiduciary Family Office, LLC | 2,477 | $656.3K | 0.19% | +6+0.2% | Added |
| China Universal Asset Management Co., Ltd. | 2,482 | $658.4K | 0.05% | +43+1.8% | Added |
| Symmetry Peak Management LLC | 2,500 | $662.3K | 13.97% | +2,500 | New |
| Moseley Investment Management Inc | 2,504 | $663.2K | 0.20% | −867−25.7% | Reduced |
| Westover Capital Advisors, LLC | 2,509 | $664.7K | 0.12% | −60−2.3% | Reduced |
| Advisor OS, LLC | 2,511 | $665.3K | 0.05% | +186+8.0% | Added |
| Atlantic Trust, LLC | 2,518 | $666.9K | 0.10% | +66+2.7% | Added |
| Game Creek Capital, LP | 2,525 | $668.9K | 0.25% | +2,525 | New |
| Twin Peaks Wealth Advisors, LLC | 3,448 | $669.0K | 0.19% | −716−17.2% | Reduced |
| Everpar Advisors LLC | 2,528 | $669.7K | 0.25% | +568+29.0% | Added |
| Uniting Wealth Partners, LLC | 2,531 | $671.5K | 0.21% | −45−1.7% | Reduced |
| United Advisor Group, LLC | 2,536 | $671.8K | 0.09% | +130+5.4% | Added |
| White Pine Capital LLC | 2,560 | $678.2K | 0.19% | −353−12.1% | Reduced |
| Van Diest Capital, LLC | 2,560 | $678.3K | 1.01% | +2,560 | New |
| Monetary Management Group Inc | 2,570 | $680.8K | 0.16% | −770−23.1% | Reduced |
| Bridgewater Advisors Inc. | 3,073 | $681.0K | 0.04% | +189+6.6% | Added |
| Catalyst Private Wealth, LLC | 2,578 | $682.9K | 0.30% | +75+3.0% | Added |
| Polen Capital Management LLC | 2,581 | $683.8K | 0.00% | −1,171−31.2% | Reduced |
| Crumly & Associates Inc. | 2,585 | $684.8K | 0.14% | −249−8.8% | Reduced |
| Avory & Company, LLC | 2,595 | $687.4K | 0.44% | +2,595 | New |
| Avalon Trust Co | 2,595 | $687.4K | 0.04% | −95−3.5% | Reduced |
| Unify Financial Advisors | 2,599 | $688.5K | 0.72% | +2,599 | New |
| Tranquility Partners, LLC | 2,605 | $690.1K | 0.25% | −713−21.5% | Reduced |