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 |
|---|---|---|---|---|---|
| Cornerstone Select Advisors, LLC | 2,608 | $690.9K | 0.48% | +37+1.4% | Added |
| PFC Capital Group, Inc. | 2,611 | $691.0K | 0.28% | −2,008−43.5% | Reduced |
| Mayflower Financial Advisors, LLC | 2,609 | $691.1K | 0.08% | −23−0.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,620 | $694.0K | 0.04% | −12,268−82.4% | Reduced |
| Sunflower Bank, N.A. | 2,629 | $696.4K | 0.18% | −180−6.4% | Reduced |
| Hill Island Financial LLC | 2,631 | $696.9K | 0.17% | −318−10.8% | Reduced |
| Redwood Financial Network Corp | 2,635 | $697.9K | 0.44% | −52−1.9% | Reduced |
| WealthCollab, LLC | 2,635 | $698.1K | 0.29% | +24+0.9% | Added |
| DRW Securities, LLC | 2,636 | $698.1K | 0.05% | −1,935−42.3% | Reduced |
| Silver Oak Securities, Inc | 2,626 | $698.3K | 0.05% | +237+9.9% | Added |
| Security National Bank | 2,638 | $698.8K | 0.10% | +1,398+112.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,643 | $700.3K | 0.09% | −141−5.1% | Reduced |
| Coign Capital Advisors LLC | 2,645 | $700.7K | 0.37% | +44+1.7% | Added |
| Roberts Glore & Co Inc | 2,647 | $701.2K | 0.19% | +22+0.8% | Added |
| Sacks & Associates, LLC | 2,655 | $703.3K | 0.52% | +2,655 | New |
| Migdal Insurance & Financial Holdings Ltd. | 2,655 | $705.0K | 0.01% | −3,041−53.4% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 2,663 | $705.5K | 0.09% | −6,416−70.7% | Reduced |
| Alpha Cubed Investments, LLC | 2,666 | $706.3K | 0.02% | −100−3.6% | Reduced |
| Karani Asset Management LLC | 2,673 | $708.1K | 0.62% | −12−0.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,679 | $709.7K | 0.01% | +108+4.2% | Added |
| Persium Advisors, LLC | 2,679 | $709.7K | 0.52% | +195+7.9% | Added |
| Watershed Private Wealth LLC | 2,685 | $711.3K | 0.21% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 2,686 | $711.5K | 0.20% | +37+1.4% | Added |
| Edgestream Partners, L.P. | 2,686 | $711.5K | 0.02% | −8,191−75.3% | Reduced |
| Parkside Financial Bank & Trust | 2,695 | $713.9K | 0.05% | +22+0.8% | Added |
| Payden & Rygel | 2,700 | $715.0K | 0.05% | −1,400−34.1% | Reduced |
| Davis R M Inc | 2,707 | $717.0K | 0.01% | +161+6.3% | Added |
| Summa Corp. | 2,709 | $717.6K | 0.31% | +929+52.2% | Added |
| New Insight Wealth Advisors | 2,714 | $719.0K | 0.26% | −344−11.2% | Reduced |
| Sage Private Wealth Group, LLC | 2,720 | $720.7K | 0.39% | +64+2.4% | Added |
| Clear Creek Financial Management, LLC | 2,740 | $725.9K | 0.06% | −231−7.8% | Reduced |
| Milestone Asset Management, LLC | 2,749 | $728.3K | 0.14% | −7,159−72.3% | Reduced |
| Concentrum Wealth Management | 2,757 | $730.5K | 0.20% | −234−7.8% | Reduced |
| Harbour Wealth Management Group, Inc. | 2,770 | $733.8K | 0.57% | +2,770 | New |
| First Foundation Advisors | 2,786 | $738.0K | 0.03% | +43+1.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,878 | $742.1K | 0.11% | −78−2.0% | Reduced |
| Pursuit Wealth Management LLC | 2,805 | $743.1K | 0.64% | +2,805 | New |
| Fukoku Mutual Life Insurance Co | 2,806 | $743.3K | 0.05% | −174−5.8% | Reduced |
| Capstone Capital Management Ltd | 2,808 | $743.9K | 0.71% | +2,808 | New |
| Morey & Quinn Wealth Partners, LLC | 2,809 | $744.2K | 0.53% | −58−2.0% | Reduced |
| TB Alternative Assets Ltd. | 2,813 | $745.2K | 0.12% | +2,813 | New |
| YANKCOM Partnership | 2,824 | $748.1K | 0.32% | +44+1.6% | Added |
| FSM Wealth Advisors, LLC | 2,827 | $748.9K | 0.10% | +694+32.5% | Added |
| Carson Advisory Inc. | 2,832 | $750.2K | 0.39% | +276+10.8% | Added |
| Great Diamond Partners, LLC | 2,838 | $751.8K | 0.14% | −101−3.4% | Reduced |
| S&CO Inc | 2,839 | $752.0K | 0.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,845 | $753.7K | 0.13% | +109+4.0% | Added |
| Onefund, LLC | 2,852 | $755.5K | 0.45% | +146+5.4% | Added |
| Odyssean, LLC | 2,857 | $756.8K | 0.54% | +2,857 | New |
| Financial Advisory Corp | 2,859 | $757.0K | 0.20% | +243+9.3% | Added |
| Romano Brothers and Company | 2,861 | $757.9K | 0.09% | −265−8.5% | Reduced |
| Claro Advisors LLC | 2,862 | $758.3K | 0.10% | +129+4.7% | Added |
| Knuff & Co LLC | 2,864 | $758.7K | 0.22% | −44−1.5% | Reduced |
| Clear Trail Advisors, LLC | 2,867 | $759.5K | 0.18% | +2,867 | New |
| Income Insurance Ltd | 2,870 | $760.3K | 0.49% | +2,870 | New |
| Flagship Wealth Advisors, LLC | 4,142 | $760.3K | 0.22% | −45−1.1% | Reduced |
| Global Assets Advisory, LLC | 2,871 | $760.6K | 0.22% | −540−15.8% | Reduced |
| RiverFront Investment Group, LLC | 2,895 | $766.9K | 0.01% | −103−3.4% | Reduced |
| United Community Bank | 2,903 | $769.0K | 0.29% | −1,421−32.9% | Reduced |
| Aries Wealth Management | 2,903 | $769.0K | 0.17% | +40+1.4% | Added |
| Meridian Investment Counsel Inc. | 2,905 | $769.6K | 0.19% | −327−10.1% | Reduced |
| Nwam LLC | 3,343 | $769.9K | 0.04% | −220−6.2% | Reduced |
| Modern Wealth Management, LLC | 2,907 | $770.1K | 0.01% | +304+11.7% | Added |
| Aventura Private Wealth, LLC | 2,910 | $770.8K | 0.28% | −431−12.9% | Reduced |
| Holderness Investments Co | 2,910 | $770.9K | 0.16% | −454−13.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,910 | $772.0K | 0.25% | −336−10.4% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,920 | $773.6K | 0.25% | −7−0.2% | Reduced |
| Bienville Capital Management, LLC | 2,924 | $775.8K | 0.12% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,933 | $777.0K | 0.03% | +588+25.1% | Added |
| Alpha Family Trust | 2,935 | $777.5K | 0.35% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,938 | $778.2K | 0.54% | −275−8.6% | Reduced |
| Cromwell Holdings LLC | 2,940 | $780.1K | 0.43% | +118+4.2% | Added |
| Oxford Wealth Group, LLC | 2,946 | $780.5K | 0.38% | +2,946 | New |
| Zullo Investment Group, Inc. | 2,954 | $782.6K | 0.29% | +78+2.7% | Added |
| Burford Brothers, Inc. | 2,961 | $784.4K | 0.32% | −783−20.9% | Reduced |
| 3Chopt Investment Partners, LLC | 2,967 | $787.2K | 0.18% | −940−24.1% | Reduced |
| Western Pacific Wealth Management, LP | 2,983 | $790.2K | 0.77% | +249+9.1% | Added |
| WJ Financial Advisors LLC | 2,987 | $791.3K | 0.70% | +10.0% | Added |
| Rothschild Investment LLC | 2,990 | $792.1K | 0.04% | −753−20.1% | Reduced |
| Capital Investment Advisory Services, LLC | 2,999 | $794.5K | 0.06% | +540+22.0% | Added |
| Forefront Wealth Partners, LLC | 3,002 | $795.4K | 0.38% | +52+1.8% | Added |
| Warm Springs Advisors Inc. | 3,004 | $795.8K | 0.62% | 00.0% | Unchanged |
| Mechanics Financial Corp | 3,004 | $795.8K | 0.29% | +100+3.4% | Added |
| Mirabaud & Cie SA | 3,005 | $796.1K | 0.26% | −3,160−51.3% | Reduced |
| West Family Investments, Inc. | 3,015 | $798.7K | 0.19% | −1,148−27.6% | Reduced |
| Gryphon Financial Partners LLC | 3,038 | $804.7K | 0.09% | +184+6.4% | Added |
| Investment House LLC | 3,050 | $808.0K | 0.04% | 00.0% | Unchanged |
| Fjell Capital, LLC | 3,050 | $808.1K | 0.62% | +204+7.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,060 | $810.6K | 0.08% | +870+39.7% | Added |
| Root Financial Partners, LLC | 3,062 | $811.1K | 0.04% | +437+16.6% | Added |
| Sage Rhino Capital LLC | 3,066 | $812.2K | 0.15% | −116−3.6% | Reduced |
| Riverbend Wealth Management, LLC | 3,067 | $812.5K | 0.51% | +250+8.9% | Added |
| Virtue Capital Management, LLC | 3,211 | $814.2K | 0.13% | −5,667−63.8% | Reduced |
| Principal Street Partners, LLC | 3,086 | $817.5K | 0.14% | −420−12.0% | Reduced |
| Gamco Investors, Inc. Et Al | 3,089 | $818.3K | 0.01% | −41−1.3% | Reduced |
| CrossGen Wealth, LLC | 3,096 | $820.3K | 0.72% | +3,096 | New |
| GM Advisory Group, Inc. | 3,105 | $822.5K | 0.03% | −196−5.9% | Reduced |
| Mirador Capital Partners LP | 3,106 | $822.9K | 0.11% | −5,709−64.8% | Reduced |
| Bernicke Wealth Management, Ltd. | 3,110 | $823.9K | 0.11% | +3,110 | New |
| Lederer & Associates Investment Counsel | 3,113 | $825.0K | 0.55% | −520−14.3% | Reduced |