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 |
|---|---|---|---|---|---|
| SPWM Advisors LLC | 3,121 | $826.7K | 0.79% | +3,121 | New |
| Trillium Asset Management, LLC | 3,052 | $827.0K | 0.03% | −454−12.9% | Reduced |
| Boston Trust Walden Corp | 3,122 | $827.0K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Group | 3,123 | $827.3K | 0.03% | +36+1.2% | Added |
| Portland Investment Counsel Inc. | 3,116 | $828.6K | 0.25% | +1,014+48.2% | Added |
| Versant Capital Management, Inc | 3,133 | $830.0K | 0.10% | +1,037+49.5% | Added |
| Nichols & Pratt Advisers LLP | 3,147 | $833.7K | 0.05% | +32+1.0% | Added |
| NVWM, LLC | 3,258 | $833.7K | 0.18% | −18−0.5% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,152 | $835.0K | 0.59% | +46+1.5% | Added |
| Fred Alger Management, LLC | 3,149 | $835.5K | 0.00% | −11,794−78.9% | Reduced |
| TownSquare Capital, LLC | 3,158 | $836.5K | 0.19% | +539+20.6% | Added |
| Confluence Wealth Services, Inc. | 3,161 | $837.2K | 0.03% | −2,210−41.1% | Reduced |
| Roxbury Financial LLC | 3,183 | $843.3K | 0.76% | −13−0.4% | Reduced |
| Parkway Wealth Management Group, LLC | 3,202 | $848.3K | 0.11% | +3,202 | New |
| Birinyi Associates Inc | 3,208 | $850.0K | 0.21% | −650−16.8% | Reduced |
| Focus Financial Network, Inc. | 3,211 | $850.7K | 0.03% | −891−21.7% | Reduced |
| Prentice Wealth Management LLC | 3,216 | $852.0K | 0.19% | +216+7.2% | Added |
| Argyle Capital Partners, LLC | 3,217 | $852.3K | 0.62% | −1,680−34.3% | Reduced |
| Integrity Alliance, LLC. | 3,220 | $853.0K | 0.03% | −426−11.7% | Reduced |
| Legacy Advisors, LLC | 3,221 | $854.7K | 0.09% | +468+17.0% | Added |
| Canandaigua National Trust Co of Florida | 3,229 | $855.4K | 0.54% | −229−6.6% | Reduced |
| Northern Oak Wealth Management Inc | 3,234 | $856.7K | 0.11% | +36+1.1% | Added |
| Chicago Trust Co NA | 3,236 | $857.2K | 0.13% | −1,755−35.2% | Reduced |
| SmartHarvest Portfolios, LLC | 3,237 | $857.5K | 0.30% | +3,237 | New |
| Oder Investment Management, LLC | 3,247 | $860.2K | 0.62% | −284−8.0% | Reduced |
| Cornerstone Wealth Group, LLC | 3,251 | $861.3K | 0.06% | +394+13.8% | Added |
| Burney Co | 3,253 | $861.8K | 0.03% | −396−10.9% | Reduced |
| Marble Wealth, LLC | 3,258 | $863.0K | 0.12% | +3,258 | New |
| First National Bank | 3,261 | $863.9K | 0.46% | −66−2.0% | Reduced |
| Kames Capital plc | 3,265 | $864.9K | 0.01% | +536+19.6% | Added |
| Putney Financial Group LLC | 3,265 | $864.9K | 0.81% | −224−6.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,280 | $868.9K | 0.05% | +1,854+130.0% | Added |
| Green Ridge Wealth Planning LLC | 3,280 | $868.9K | 0.44% | +3,280 | New |
| Paces Ferry Wealth Advisors, LLC | 3,283 | $869.6K | 0.35% | −71−2.1% | Reduced |
| Inscription Capital, LLC | 3,287 | $870.6K | 0.09% | +867+35.8% | Added |
| Florida Financial Advisors, LLC | 3,303 | $873.1K | 0.24% | +1,884+132.8% | Added |
| Prosperity Wealth Management, Inc. | 3,306 | $875.8K | 0.29% | +3,306 | New |
| Abbot Financial Management, Inc. | 3,319 | $879.2K | 0.36% | +25+0.8% | Added |
| Cypress Wealth Services, LLC | 3,329 | $881.9K | 0.12% | +378+12.8% | Added |
| Arbor Capital Management Inc | 3,321 | $883.9K | 0.74% | +51+1.6% | Added |
| Etesian Wealth Advisors, Inc. | 3,339 | $884.5K | 0.28% | −522−13.5% | Reduced |
| Pointe Capital Management LLC | 3,341 | $885.1K | 0.44% | −151−4.3% | Reduced |
| Waldron Private Wealth LLC | 3,342 | $885.3K | 0.03% | −281−7.8% | Reduced |
| Aspire Growth Partners LLC | 3,360 | $890.2K | 0.62% | +5+0.1% | Added |
| Maridea Wealth Management LLC | 3,368 | $892.2K | 0.13% | +766+29.4% | Added |
| Everest Management Corp. | 3,374 | $893.8K | 0.50% | +4+0.1% | Added |
| Kennebec Savings Bank | 3,379 | $895.1K | 0.77% | −130−3.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,394 | $899.2K | 0.08% | −181−5.1% | Reduced |
| Fiduciary Financial Group, LLC | 3,398 | $900.2K | 0.13% | −299−8.1% | Reduced |
| Letko, Brosseau & Associates Inc | 3,400 | $900.7K | 0.01% | +3,400 | New |
| Csenge Advisory Group | 3,401 | $901.0K | 0.04% | +301+9.7% | Added |
| Anchor Capital Advisors LLC | 3,407 | $902.6K | 0.03% | −40,092−92.2% | Reduced |
| Eagle Wealth Advisors LLC | 3,403 | $902.9K | 0.77% | +3,403 | New |
| Winton Group Ltd | 3,418 | $905.5K | 0.03% | −7,978−70.0% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,422 | $906.6K | 0.32% | −1,171−25.5% | Reduced |
| Aviso Wealth Management | 3,424 | $907.1K | 0.38% | −172−4.8% | Reduced |
| Founders Financial Securities LLC | 3,438 | $910.6K | 0.05% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 3,441 | $913.0K | 0.07% | +111+3.3% | Added |
| Carr Financial Group Corp | 3,467 | $918.5K | 0.24% | −248−6.7% | Reduced |
| Kraematon Investment Advisors, Inc | 3,471 | $919.5K | 0.73% | +3+0.1% | Added |
| Meadow Creek Wealth Advisors LLC | 3,474 | $920.3K | 0.59% | +371+12.0% | Added |
| Nicholas Hoffman & Company, LLC. | 3,504 | $928.2K | 0.02% | +5+0.1% | Added |
| B&L Asset Management LLC | 3,505 | $928.5K | 0.42% | +285+8.9% | Added |
| Evermay Wealth Management LLC | 3,503 | $928.8K | 0.10% | +818+30.5% | Added |
| Staley Capital Advisers Inc | 3,512 | $930.4K | 0.04% | −18−0.5% | Reduced |
| North Dallas Bank & Trust Co | 3,520 | $932.5K | 0.61% | +3,520 | New |
| Dara Capital US, Inc. | 3,524 | $933.5K | 0.83% | +3,524 | New |
| First United Bank Trust | 3,536 | $936.7K | 0.30% | −1,165−24.8% | Reduced |
| First Citizens Bank & Trust Co | 3,548 | $939.9K | 0.02% | +587+19.8% | Added |
| Integrated Investment Consultants, LLC | 3,560 | $943.1K | 0.19% | −52−1.4% | Reduced |
| Trust Point Inc. | 3,565 | $944.4K | 0.07% | −254−6.7% | Reduced |
| Meadowbrook Advisors Group, LLC | 3,567 | $944.9K | 0.53% | +3,567 | New |
| Neo Ivy Capital Management | 3,583 | $949.2K | 0.15% | +3,583 | New |
| Great Lakes Advisors, LLC | 3,590 | $951.0K | 0.01% | −3,784−51.3% | Reduced |
| Corps Capital Advisors, LLC | 3,595 | $952.5K | 0.99% | +1,927+115.5% | Added |
| Oxler Private Wealth LLC | 3,596 | $952.7K | 0.28% | +6+0.2% | Added |
| Strait & Sound Wealth Management LLC | 3,602 | $954.2K | 0.36% | −600−14.3% | Reduced |
| Capital Markets Trading UK LLP | 3,609 | $956.0K | 1.15% | −520−12.6% | Reduced |
| Montag A & Associates Inc | 3,605 | $956.4K | 0.04% | +969+36.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 3,613 | $957.1K | 0.22% | −1,531−29.8% | Reduced |
| Alliance Wealth Advisors, LLC | 3,616 | $958.1K | 0.21% | −802−18.2% | Reduced |
| South Plains Financial, Inc. | 3,630 | $961.6K | 0.57% | +45+1.3% | Added |
| Hikari Tsushin, Inc. | 3,634 | $962.7K | 0.06% | +3,634 | New |
| Mainsail Financial Group, LLC | 3,638 | $963.8K | 0.40% | +382+11.7% | Added |
| Montecito Bank & Trust | 3,642 | $964.8K | 0.15% | −1,119−23.5% | Reduced |
| Sierra Capital LLC | 3,646 | $966.0K | 0.10% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 3,657 | $968.8K | 0.20% | −333−8.3% | Reduced |
| Ak Global Asset Management, LLC | 3,665 | $970.9K | 0.85% | +3,665 | New |
| Alta Advisers Ltd | 3,670 | $972.2K | 0.35% | −1,300−26.2% | Reduced |
| Stiles Financial Services Inc | 3,693 | $978.4K | 0.30% | +793+27.3% | Added |
| Cascade Investment Group, Inc. | 3,700 | $980.2K | 0.65% | +15+0.4% | Added |
| Ecofi Investissements SA | 3,700 | $980.2K | 0.68% | +100+2.8% | Added |
| Red Reef Advisors LLC | 3,744 | $991.9K | 1.01% | +3,744 | New |
| Community Bank & Trust, Waco, Texas | 3,748 | $993.0K | 0.20% | −39−1.0% | Reduced |
| Hilton Head Capital Partners, LLC | 3,765 | $997.3K | 0.58% | +3,765 | New |
| Howland Capital Management LLC | 3,765 | $999.0K | 0.04% | +205+5.8% | Added |
| Crescent Sterling, Ltd. | 3,774 | $999.8K | 1.02% | +112+3.1% | Added |
| Klingman & Associates, LLC | 3,793 | $1.00M | 0.05% | −11−0.3% | Reduced |
| Sivia Capital Partners, LLC | 3,793 | $1.00M | 0.20% | +1,286+51.3% | Added |
| Essex LLC | 3,794 | $1.01M | 0.18% | +501+15.2% | Added |