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 |
|---|---|---|---|---|---|
| Manning & Napier Advisors LLC | 3,780 | $1.01M | 0.01% | −227,634−98.4% | Reduced |
| Mach-1 Financial Group, Inc. | 3,799 | $1.01M | 0.21% | +2,539+201.5% | Added |
| BTC Capital Management, Inc. | 3,804 | $1.01M | 0.07% | +379+11.1% | Added |
| Simplicity Wealth,LLC | 3,813 | $1.01M | 0.06% | +275+7.8% | Added |
| Worth Financial Advisory Group, LLC | 3,815 | $1.01M | 0.49% | −503−11.6% | Reduced |
| Duncan Williams Asset Management, LLC | 5,067 | $1.01M | 0.25% | +1,424+39.1% | Added |
| PW Nova Financial Services LLC | 3,992 | $1.01M | 0.38% | +3,992 | New |
| LCM Capital Management Inc | 3,825 | $1.01M | 0.49% | −257−6.3% | Reduced |
| Bank Ozk | 3,840 | $1.02M | 0.36% | −13−0.3% | Reduced |
| Sargent Investment Group, LLC | 3,844 | $1.02M | 0.13% | +3,844 | New |
| Sky Investment Group LLC | 3,848 | $1.02M | 0.17% | +21+0.5% | Added |
| Investment Partners Asset Management, Inc. | 3,848 | $1.02M | 0.63% | +28+0.7% | Added |
| OV Management LLC | 3,850 | $1.02M | 0.88% | −58−1.5% | Reduced |
| Wincap Financial LLC | 3,865 | $1.02M | 0.70% | −359−8.5% | Reduced |
| Orion Capital Management LLC | 3,885 | $1.03M | 0.35% | −599−13.4% | Reduced |
| Personal Cfo Solutions, LLC | 3,896 | $1.03M | 0.16% | +173+4.6% | Added |
| Central Bank & Trust Co | 3,901 | $1.03M | 0.16% | −536−12.1% | Reduced |
| Carlson Financial, Inc. | 3,915 | $1.04M | 0.60% | +3,915 | New |
| Greykasell Wealth Strategies, Inc. | 3,920 | $1.04M | 0.41% | −159−3.9% | Reduced |
| Dudley Capital Management, LLC | 3,933 | $1.04M | 0.46% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 3,943 | $1.04M | 0.03% | −50−1.3% | Reduced |
| Aldebaran Financial Inc. | 3,941 | $1.05M | 0.97% | −505−11.4% | Reduced |
| Prelude Capital Management, LLC | 3,959 | $1.05M | 0.08% | −1,901−32.4% | Reduced |
| Aprio Wealth Management, LLC | 3,960 | $1.05M | 0.06% | +409+11.5% | Added |
| XML Financial, LLC | 3,979 | $1.05M | 0.09% | +683+20.7% | Added |
| TBH Global Asset Management, LLC | 3,979 | $1.05M | 0.18% | +1,108+38.6% | Added |
| Salem Investment Counselors Inc | 3,989 | $1.06M | 0.03% | −150−3.6% | Reduced |
| Princeton Capital Management LLC | 3,995 | $1.06M | 0.27% | −1,544−27.9% | Reduced |
| Valley Brook Capital Group | 3,996 | $1.06M | 0.70% | −609−13.2% | Reduced |
| Octavia Wealth Advisors, LLC | 3,998 | $1.06M | 0.10% | −186−4.4% | Reduced |
| LOM Asset Management Ltd | 4,008 | $1.06M | 0.31% | −256−6.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,011 | $1.06M | 0.05% | −47−1.2% | Reduced |
| North Star Investment Management Corp. | 4,030 | $1.07M | 0.07% | −29−0.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,036 | $1.07M | 0.29% | +511+14.5% | Added |
| Advisory Alpha, LLC | 4,036 | $1.07M | 0.03% | +206+5.4% | Added |
| Curbstone Financial Management Corp | 4,046 | $1.07M | 0.21% | +70+1.8% | Added |
| Arvest Investments, Inc. | 4,046 | $1.07M | 0.15% | −3,318−45.1% | Reduced |
| First National Advisers, LLC | 4,049 | $1.07M | 0.15% | +4,049 | New |
| Nvest Financial, LLC | 4,079 | $1.08M | 0.45% | +972+31.3% | Added |
| Smith Group Asset Management, LLC | 4,081 | $1.08M | 0.06% | +2,241+121.8% | Added |
| Bridges Investment Management Inc | 4,084 | $1.08M | 0.01% | +162+4.1% | Added |
| Formidable Asset Management, LLC | 4,566 | $1.08M | 0.16% | +607+15.3% | Added |
| BancorpSouth Bank | 4,099 | $1.09M | 0.06% | −317−7.2% | Reduced |
| Meridian Financial Partners LLC | 4,901 | $1.09M | 0.43% | +42+0.9% | Added |
| Perpetual Ltd | 4,107 | $1.09M | 0.02% | −155,902−97.4% | Reduced |
| Unified Investment Management | 4,112 | $1.09M | 1.10% | +281+7.3% | Added |
| Brucke Financial, Inc. | 4,117 | $1.09M | 0.60% | −492−10.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,118 | $1.09M | 0.38% | +57+1.4% | Added |
| Souders Financial Advisors | 4,124 | $1.09M | 0.13% | +260+6.7% | Added |
| Quotient Wealth Partners, LLC | 4,129 | $1.09M | 0.03% | −651−13.6% | Reduced |
| Probity Advisors, Inc. | 4,131 | $1.09M | 0.18% | +241+6.2% | Added |
| Elevated Capital Advisors, LLC | 4,137 | $1.10M | 0.26% | +877+26.9% | Added |
| Icapital Wealth LLC | 4,153 | $1.10M | 0.53% | −2,139−34.0% | Reduced |
| HBK Sorce Advisory LLC | 5,753 | $1.10M | 0.03% | +828+16.8% | Added |
| Quadcap Wealth Management, LLC | 4,155 | $1.10M | 0.13% | −177−4.1% | Reduced |
| Mangrove Partners | 4,158 | $1.10M | 0.09% | +4,158 | New |
| Doliver Advisors, LP | 4,167 | $1.10M | 0.28% | −41−1.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,181 | $1.11M | 0.23% | +11+0.3% | Added |
| Catalyst Funds Management Pty Ltd | 4,200 | $1.11M | 0.26% | +4,200 | New |
| Prudent Man Advisors, LLC | 4,202 | $1.11M | 0.41% | −94−2.2% | Reduced |
| Archford Capital Strategies, LLC | 4,204 | $1.11M | 0.13% | −7,677−64.6% | Reduced |
| Applied Finance Capital Management, LLC | 4,219 | $1.12M | 0.08% | −3,485−45.2% | Reduced |
| Palacios Wealth Management, LLC | 4,221 | $1.12M | 0.86% | −342−7.5% | Reduced |
| Shum Financial Group, Inc. | 4,236 | $1.12M | 0.81% | +48+1.1% | Added |
| Richards, Merrill & Peterson, Inc. | 4,239 | $1.12M | 0.43% | +46+1.1% | Added |
| Diversified Enterprises, LLC | 4,262 | $1.13M | 0.07% | +2,836+198.9% | Added |
| Allred Capital Management, LLC | 4,268 | $1.13M | 0.41% | −804−15.9% | Reduced |
| Minot DeBlois Advisors LLC | 4,271 | $1.13M | 1.02% | +66+1.6% | Added |
| Valmark Advisers, Inc. | 4,272 | $1.13M | 0.01% | +75+1.8% | Added |
| Crux Wealth Advisors | 4,273 | $1.13M | 0.42% | −77−1.8% | Reduced |
| Transatlantique Private Wealth LLC | 4,281 | $1.13M | 0.36% | +603+16.4% | Added |
| Tempo Wealth, LLC | 4,282 | $1.13M | 0.20% | +4,282 | New |
| Sunbelt Securities, Inc. | 4,282 | $1.13M | 0.08% | +359+9.2% | Added |
| JNBA Financial Advisors | 4,286 | $1.14M | 0.10% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 4,292 | $1.14M | 0.30% | −170−3.8% | Reduced |
| First Business Financial Services, Inc. | 4,295 | $1.14M | 0.10% | +156+3.8% | Added |
| Ipswich Investment Management Co., Inc. | 4,324 | $1.15M | 0.27% | +41+1.0% | Added |
| Essex Savings Bank | 4,325 | $1.15M | 0.25% | −208−4.6% | Reduced |
| Cornercap Investment Counsel Inc | 4,329 | $1.15M | 0.56% | −56−1.3% | Reduced |
| Byrne Asset Management LLC | 4,331 | $1.15M | 0.64% | – | – |
| Burns J W & Co Inc | 4,341 | $1.15M | 0.13% | −1,843−29.8% | Reduced |
| Net Worth Advisory Group | 4,342 | $1.15M | 0.23% | +4,342 | New |
| Fairbanks Capital Management, Inc. | 4,351 | $1.15M | 0.64% | +4,351 | New |
| Kaizen Financial Strategies | 4,355 | $1.15M | 0.51% | −996−18.6% | Reduced |
| Harbour Investments, Inc. | 4,356 | $1.15M | 0.02% | +1,406+47.7% | Added |
| Nabity-Jensen Investment Management Inc | 4,371 | $1.16M | 0.78% | +14+0.3% | Added |
| Quantum Private Wealth, LLC | 4,373 | $1.16M | 0.34% | 00.0% | Unchanged |
| Twin City Private Wealth, LLC | 4,410 | $1.17M | 0.88% | +654+17.4% | Added |
| Harold Davidson & Associates Inc. | 4,422 | $1.17M | 0.52% | −216−4.7% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 4,424 | $1.17M | 0.07% | −978−18.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,426 | $1.17M | 0.07% | −2,981−40.2% | Reduced |
| Churchill Financial Advisors, LLC | 4,455 | $1.18M | 0.36% | +4,455 | New |
| SG Trading Solutions, LLC | 4,471 | $1.18M | 0.27% | +4,471 | New |
| Dearborn Partners LLC | 4,471 | $1.18M | 0.06% | −151−3.3% | Reduced |
| bLong Financial, LLC | 4,503 | $1.19M | 0.83% | −330−6.8% | Reduced |
| Michael B. Yongue | 4,516 | $1.20M | 0.83% | −70−1.5% | Reduced |
| New Republic Capital, LLC | 4,516 | $1.20M | 0.32% | +2,413+114.7% | Added |
| Advus Financial Partners, LLC | 4,541 | $1.20M | 0.29% | +938+26.0% | Added |
| Demars Financial Group, LLC | 4,548 | $1.20M | 0.40% | +784+20.8% | Added |
| Key Financial Inc | 4,548 | $1.20M | 0.22% | −8−0.2% | Reduced |