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 |
|---|---|---|---|---|---|
| Matters Capital LLC | 4,550 | $1.21M | 0.99% | +4,550 | New |
| PFG Advisors | 4,550 | $1.21M | 0.06% | −62−1.3% | Reduced |
| Wiregrass Investment Management LLC | 4,553 | $1.21M | 1.01% | +4,553 | New |
| Gardner Lewis Asset Management L P | 4,575 | $1.21M | 0.31% | 00.0% | Unchanged |
| Plancorp, LLC | 4,583 | $1.21M | 0.04% | −129−2.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,583 | $1.21M | 0.06% | −54−1.2% | Reduced |
| International Assets Investment Management, LLC | 4,593 | $1.22M | 0.08% | +2,157+88.5% | Added |
| BSW Wealth Partners | 4,593 | $1.22M | 0.15% | +515+12.6% | Added |
| Creative Financial Designs Inc | 4,595 | $1.22M | 0.08% | +293+6.8% | Added |
| National Philanthropic Trust | 4,595 | $1.22M | 0.01% | +4,595 | New |
| Options Solutions, LLC | 4,600 | $1.22M | 0.86% | 00.0% | Unchanged |
| Centiva Capital, LP | 4,611 | $1.22M | 0.07% | +4,611 | New |
| Redmond Asset Management, LLC | 4,619 | $1.22M | 0.31% | −141−3.0% | Reduced |
| Emprise Bank | 4,630 | $1.23M | 0.51% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,650 | $1.23M | 0.60% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,652 | $1.23M | 0.08% | +275+6.3% | Added |
| L2 Asset Management, LLC | 4,657 | $1.23M | 0.16% | +298+6.8% | Added |
| Fairscale Capital, LLC | 4,660 | $1.24M | 0.82% | +54+1.2% | Added |
| Renasant Bank | 4,672 | $1.24M | 0.84% | −550−10.5% | Reduced |
| MONECO Advisors, LLC | 4,676 | $1.24M | 0.10% | +187+4.2% | Added |
| Rehmann Capital Advisory Group | 4,678 | $1.24M | 0.06% | −81−1.7% | Reduced |
| Westbourne Investments, Inc. | 4,700 | $1.25M | 0.58% | +4,700 | New |
| BluePath Capital Management, LLC | 4,706 | $1.25M | 0.84% | +680+16.9% | Added |
| Navellier & Associates Inc | 4,708 | $1.25M | 0.14% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 4,710 | $1.25M | 0.13% | +310+7.0% | Added |
| Accuvest Global Advisors | 4,715 | $1.25M | 0.92% | +4,715 | New |
| Angeles Wealth Management, LLC | 4,710 | $1.25M | 0.07% | −170−3.5% | Reduced |
| Chapman Financial Group, LLC | 4,744 | $1.26M | 0.86% | −47−1.0% | Reduced |
| Cape Investment Advisory, Inc. | 4,749 | $1.26M | 0.39% | +747+18.7% | Added |
| Drive Wealth Management, LLC | 4,755 | $1.26M | 0.25% | −108−2.2% | Reduced |
| Geneva Capital Management LLC | 4,765 | $1.26M | 0.02% | −50−1.0% | Reduced |
| Vega Investment Solutions | 4,798 | $1.27M | 0.20% | +4,798 | New |
| Cypress Advisory Group LLC | 4,806 | $1.27M | 0.93% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 4,808 | $1.27M | 0.18% | −51−1.0% | Reduced |
| Quent Capital, LLC | 4,816 | $1.28M | 0.09% | +1,712+55.2% | Added |
| Virtue Asset Management LLC | 4,819 | $1.28M | 1.02% | −216−4.3% | Reduced |
| Anchor Investment Management, LLC | 4,837 | $1.28M | 0.10% | +191+4.1% | Added |
| Legacy Capital Group California, Inc. | 4,848 | $1.28M | 0.31% | +100+2.1% | Added |
| Schmidt P J Investment Management Inc | 4,855 | $1.29M | 0.21% | −336−6.5% | Reduced |
| FLC Capital Advisors | 4,856 | $1.29M | 0.24% | −1,153−19.2% | Reduced |
| Spire Wealth Management | 4,858 | $1.29M | 0.04% | +832+20.7% | Added |
| 626 Financial, LLC | 4,876 | $1.29M | 0.56% | −402−7.6% | Reduced |
| Westside Investment Management, Inc. | 4,947 | $1.29M | 0.21% | −116−2.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,902 | $1.30M | 0.32% | −515−9.5% | Reduced |
| Alliance Wealth Advisors, LLC | 4,911 | $1.30M | 0.62% | +2,899+144.1% | Added |
| Invera Wealth Advisors, LLC | 4,923 | $1.30M | 0.82% | −162−3.2% | Reduced |
| Whalen Wealth Management Inc. | 4,929 | $1.31M | 0.70% | +4,929 | New |
| Sumitomo Life Insurance Co | 4,941 | $1.31M | 0.04% | −4,628−48.4% | Reduced |
| Granite Investment Partners, LLC | 4,955 | $1.31M | 0.08% | −40−0.8% | Reduced |
| Ramirez Asset Management, Inc. | 4,974 | $1.32M | 0.17% | −975−16.4% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 4,977 | $1.32M | 0.43% | +110+2.3% | Added |
| Mattern Capital Management, LLC | 4,980 | $1.32M | 0.16% | +1,246+33.4% | Added |
| Rational Advisors LLC | 4,981 | $1.32M | 0.14% | +4,703+1,691.7% | Added |
| Advanced Portfolio Management, LLC | 4,995 | $1.32M | 4.04% | +4,995 | New |
| Ironwood Investment Management LLC | 4,997 | $1.32M | 0.56% | 00.0% | Unchanged |
| Fore Capital, LLC | 5,000 | $1.32M | 1.75% | +1,750+53.8% | Added |
| HM Payson & Co | 5,005 | $1.33M | 0.02% | +156+3.2% | Added |
| Krilogy Financial LLC | 5,793 | $1.33M | 0.05% | −5,859−50.3% | Reduced |
| Ted Buchan & Co | 5,031 | $1.33M | 0.49% | +179+3.7% | Added |
| Everhart Financial Group, Inc. | 5,051 | $1.34M | 0.12% | +86+1.7% | Added |
| First County Bank | 5,081 | $1.35M | 0.72% | −2,835−35.8% | Reduced |
| Investment Insight Wealth Management, LLC | 5,086 | $1.35M | 1.32% | +5,086 | New |
| Acorn Financial Advisory Services Inc | 5,097 | $1.35M | 0.20% | +157+3.2% | Added |
| Bond & Devick Financial Network, Inc. | 5,102 | $1.35M | 0.38% | +80+1.6% | Added |
| Joel Isaacson & Co., LLC | 5,103 | $1.35M | 0.04% | −266−5.0% | Reduced |
| Werba Rubin Papier Wealth Management | 5,108 | $1.35M | 0.37% | +307+6.4% | Added |
| Sterling Investment Counsel, LLC | 5,047 | $1.36M | 0.39% | +560+12.5% | Added |
| Arrowroot Family Office, LLC | 5,126 | $1.36M | 0.49% | −870−14.5% | Reduced |
| Berkshire Bank | 5,136 | $1.36M | 0.28% | −1,249−19.6% | Reduced |
| Perfromance Wealth Partners, LLC | 5,143 | $1.36M | 0.04% | −355−6.5% | Reduced |
| Sage Mountain Advisors LLC | 5,155 | $1.37M | 0.07% | −237−4.4% | Reduced |
| Terra Alpha Investments LLC | 5,165 | $1.37M | 1.40% | −54−1.0% | Reduced |
| Viawealth, LLC | 5,171 | $1.37M | 0.77% | −290−5.3% | Reduced |
| Lazari Capital Management, Inc. | 5,172 | $1.37M | 0.46% | −247−4.6% | Reduced |
| Interchange Capital Partners, LLC | 5,175 | $1.37M | 0.25% | +267+5.4% | Added |
| Ashton Thomas Securities, LLC | 5,174 | $1.37M | 0.26% | −86−1.6% | Reduced |
| Financial Engines Advisors L.L.C. | 5,200 | $1.38M | 0.00% | +149+2.9% | Added |
| Beacon Investment Advisors LLC | 5,201 | $1.38M | 0.55% | +5,201 | New |
| Icon Wealth Advisors, LLC | 5,215 | $1.38M | 0.09% | +752+16.8% | Added |
| KRS Capital Management, LLC | 5,227 | $1.38M | 0.80% | −138−2.6% | Reduced |
| PDS Planning, Inc | 5,229 | $1.39M | 0.09% | −176−3.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,230 | $1.39M | 0.10% | −1,242−19.2% | Reduced |
| Central Pacific Bank - Trust Division | 5,230 | $1.39M | 0.17% | +117+2.3% | Added |
| Reflection Asset Management | 5,246 | $1.39M | 0.99% | +5,246 | New |
| Fire Capital Management LLC | 5,249 | $1.39M | 0.69% | +336+6.8% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,250 | $1.39M | 0.36% | −850−13.9% | Reduced |
| Alberta Investment Management Corp | 5,300 | $1.40M | 0.01% | −79,200−93.7% | Reduced |
| Pictet Bank & Trust Ltd | 5,308 | $1.41M | 1.69% | +376+7.6% | Added |
| Arta Finance Wealth Management LLC | 5,312 | $1.41M | 0.72% | +5,312 | New |
| Carret Asset Management, LLC | 5,314 | $1.41M | 0.13% | −10−0.2% | Reduced |
| Prosperity Consulting Group, LLC | 5,320 | $1.41M | 0.06% | +770+16.9% | Added |
| Stance Capital LLC | 5,324 | $1.41M | 0.52% | −211−3.8% | Reduced |
| Johnson Financial Group, Inc. | 5,331 | $1.41M | 0.05% | −60−1.1% | Reduced |
| Birchbrook, Inc. | 5,340 | $1.41M | 0.71% | +263+5.2% | Added |
| St. Clair Advisors, LLC | 5,349 | $1.42M | 0.37% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 5,352 | $1.42M | 0.20% | −6−0.1% | Reduced |
| Lodestar Private Asset Management LLC | 5,362 | $1.42M | 0.14% | +475+9.7% | Added |
| Moore Capital Management, LP | 5,366 | $1.42M | 0.03% | +5,366 | New |
| Apella Capital, LLC | 5,371 | $1.42M | 0.03% | +132+2.5% | Added |
| Gibbs Wealth Management | 5,476 | $1.42M | 0.34% | +3,215+142.2% | Added |