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 |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 5,377 | $1.42M | 0.04% | −668−11.1% | Reduced |
| Raelipskie Partnership | 5,377 | $1.42M | 0.60% | +500+10.3% | Added |
| Elyxium Wealth, LLC | 5,388 | $1.43M | 0.40% | +76+1.4% | Added |
| Malaga Cove Capital, LLC | 5,390 | $1.43M | 0.49% | −188−3.4% | Reduced |
| Delta Financial Advisors LLC | 5,400 | $1.43M | 0.37% | −691−11.3% | Reduced |
| Grandview Asset Management LLC | 5,410 | $1.43M | 0.39% | −809−13.0% | Reduced |
| Nicolet Bankshares Inc | 5,412 | $1.43M | 0.23% | −2,087−27.8% | Reduced |
| Essex Financial Services, Inc. | 5,430 | $1.44M | 0.08% | −34−0.6% | Reduced |
| Bell Bank | 5,431 | $1.44M | 0.06% | −332−5.8% | Reduced |
| Tower Trust & Investment Co | 5,444 | $1.44M | 0.91% | +44+0.8% | Added |
| Northbridge Financial Group, LLC | 5,444 | $1.44M | 0.65% | +5,444 | New |
| Legal Advantage Investments, Inc. | 5,453 | $1.44M | 0.67% | +16+0.3% | Added |
| AAFMAA Wealth Management & Trust LLC | 5,460 | $1.45M | 0.57% | +266+5.1% | Added |
| Boston Private Wealth LLC | 5,463 | $1.45M | 0.09% | −1,000−15.5% | Reduced |
| DB Fitzpatrick & Co, Inc | 5,466 | $1.45M | 1.29% | −50−0.9% | Reduced |
| ProVise Management Group, LLC | 5,468 | $1.45M | 0.10% | +127+2.4% | Added |
| BOCHK Asset Management Ltd | 5,480 | $1.45M | 0.39% | +5,480 | New |
| Monarch Capital Management Inc | 5,491 | $1.46M | 0.36% | +3,732+212.2% | Added |
| Park Place Capital Corp | 5,502 | $1.46M | 0.30% | −537−8.9% | Reduced |
| Old Point Trust & Financial Services N A | 5,507 | $1.46M | 0.45% | +335+6.5% | Added |
| Texas Bank & Trust Co | 5,519 | $1.46M | 0.53% | +1,062+23.8% | Added |
| Arista Wealth Management, LLC | 5,522 | $1.46M | 0.18% | −2,192−28.4% | Reduced |
| Coastwise Capital Group, LLC | 5,533 | $1.47M | 0.73% | +107+2.0% | Added |
| PeakShares LLC | 5,536 | $1.47M | 1.43% | +5,536 | New |
| Ausdal Financial Partners, Inc. | 5,540 | $1.47M | 0.07% | −640−10.4% | Reduced |
| Wealth Alliance | 5,540 | $1.47M | 0.14% | −749−11.9% | Reduced |
| JT Stratford LLC | 5,542 | $1.47M | 0.19% | −1,324−19.3% | Reduced |
| Lewis Asset Management, LLC | 5,546 | $1.47M | 0.60% | −326−5.6% | Reduced |
| Scott & Selber, Inc. | 5,564 | $1.47M | 0.37% | −199−3.5% | Reduced |
| Ingalls & Snyder LLC | 5,591 | $1.48M | 0.05% | −145−2.5% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 5,591 | $1.48M | 0.56% | −26,698−82.7% | Reduced |
| Stablepoint Partners, LLC | 5,593 | $1.48M | 0.23% | −20.0% | Reduced |
| Childress Capital Advisors, LLC | 5,599 | $1.48M | 0.24% | +2,001+55.6% | Added |
| Forbes J M & Co LLP | 5,608 | $1.49M | 0.12% | −32,162−85.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,606 | $1.49M | 0.07% | −184−3.2% | Reduced |
| Perennial Investment Advisors, LLC | 5,622 | $1.49M | 0.12% | −94−1.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,628 | $1.49M | 0.37% | +1,197+27.0% | Added |
| Elevated Private Wealth, LLC | 5,631 | $1.49M | 1.55% | +5,631 | New |
| Capital Performance Advisors LLP | 5,631 | $1.49M | 0.11% | +462+8.9% | Added |
| Leo Wealth, LLC | 5,638 | $1.49M | 0.11% | +5,638 | New |
| Paragon Private Wealth Management, LLC | 5,641 | $1.49M | 0.46% | −889−13.6% | Reduced |
| Adelphi Trust Co | 5,657 | $1.50M | 1.22% | +5,657 | New |
| Gerber Kawasaki Wealth & Investment Management | 5,659 | $1.50M | 0.05% | +353+6.7% | Added |
| Sax Wealth Advisors, LLC | 5,660 | $1.50M | 0.07% | +535+10.4% | Added |
| Integrated Quantitative Investments LLC | 5,670 | $1.50M | 0.32% | +1,400+32.8% | Added |
| Jump Financial, LLC | 5,671 | $1.50M | 0.02% | +2,675+89.3% | Added |
| Quintet Private Bank (Europe) S.A. | 5,672 | $1.50M | 0.09% | −6,852−54.7% | Reduced |
| Guerra Pan Advisors, LLC | 5,679 | $1.50M | 0.89% | −99−1.7% | Reduced |
| Kampmann Melissa S. | 6,794 | $1.51M | 1.11% | −1,075−13.7% | Reduced |
| Saturna Capital CORP | 5,686 | $1.51M | 0.02% | −700−11.0% | Reduced |
| Ayrshire Capital Management LLC | 5,699 | $1.51M | 0.69% | +169+3.1% | Added |
| Fiduciary Group LLC | 5,710 | $1.51M | 0.13% | −175−3.0% | Reduced |
| Visionary Wealth Advisors | 5,712 | $1.51M | 0.07% | +329+6.1% | Added |
| Embree Financial Group | 5,715 | $1.51M | 0.19% | +326+6.0% | Added |
| Littlejohn Financial Services, Inc. | 5,723 | $1.52M | 1.12% | −147−2.5% | Reduced |
| CNB Bank | 5,725 | $1.52M | 0.62% | +221+4.0% | Added |
| Trust Co | 5,732 | $1.52M | 0.14% | +407+7.6% | Added |
| Parcion Private Wealth LLC | 5,736 | $1.52M | 0.09% | +152+2.7% | Added |
| Sapient Capital LLC | 5,711 | $1.52M | 0.02% | +1,256+28.2% | Added |
| Thor Investment Management Inc | 5,751 | $1.52M | 0.87% | +96+1.7% | Added |
| Anb Bank | 5,755 | $1.52M | 0.60% | +59+1.0% | Added |
| Frec Markets, Inc. | 5,780 | $1.53M | 0.45% | +5,780 | New |
| Chemistry Wealth Management LLC | 5,782 | $1.53M | 0.29% | +100+1.8% | Added |
| Trivant Custom Portfolio Group, LLC | 5,783 | $1.53M | 0.88% | +4+0.1% | Added |
| Runnymede Capital Advisors, Inc. | 5,783 | $1.53M | 0.88% | +3,753+184.9% | Added |
| Argent Advisors, Inc. | 5,839 | $1.55M | 0.43% | −84−1.4% | Reduced |
| Bowman & Co S.C. | 5,839 | $1.55M | 0.65% | +17+0.3% | Added |
| Motiv8 Investments LLC | 5,860 | $1.55M | 0.85% | −106−1.8% | Reduced |
| Legacy Private Trust Co. | 5,863 | $1.55M | 0.09% | +1,122+23.7% | Added |
| Journey Strategic Wealth LLC | 5,878 | $1.56M | 0.04% | −347−5.6% | Reduced |
| Orrstown Financial Services Inc | 5,880 | $1.56M | 0.26% | −227−3.7% | Reduced |
| Grove Bank & Trust | 5,893 | $1.56M | 0.18% | +2,275+62.9% | Added |
| NorthStar Asset Management LLC | 5,915 | $1.57M | 0.70% | −374−5.9% | Reduced |
| Asset Dedication, LLC | 5,926 | $1.57M | 0.10% | +421+7.6% | Added |
| 1st Source Bank | 5,929 | $1.57M | 0.08% | −312−5.0% | Reduced |
| Calamos Wealth Management LLC | 5,930 | $1.57M | 0.05% | +2,871+93.9% | Added |
| RFG Holdings, Inc. | 5,935 | $1.57M | 0.39% | +362+6.5% | Added |
| Granite Islands Private Wealth, LLC | 6,005 | $1.58M | 1.45% | +6,005 | New |
| Pincus Capital Management, LP | 5,964 | $1.58M | 1.05% | +5,964 | New |
| Sound View Wealth Advisors Group, LLC | 5,976 | $1.58M | 0.11% | +87+1.5% | Added |
| OpenArc Corporate Advisory, LLC | 5,976 | $1.58M | 0.03% | +5,976 | New |
| London & Capital Asset Management Ltd | 5,990 | $1.59M | 0.02% | +5,990 | New |
| Catalyst Financial Partners LLC | 5,991 | $1.59M | 0.18% | +485+8.8% | Added |
| Sandler Capital Management | 6,000 | $1.59M | 0.72% | +6,000 | New |
| TRUE Private Wealth Advisors | 6,027 | $1.60M | 0.16% | +19+0.3% | Added |
| Cypress Capital Group | 6,039 | $1.60M | 0.18% | −30−0.5% | Reduced |
| Mainstream Capital Management LLC | 6,042 | $1.60M | 1.05% | −269−4.3% | Reduced |
| Paradigm Asset Management Co LLC | 6,050 | $1.60M | 0.37% | −500−7.6% | Reduced |
| Harbor Investment Advisory, LLC | 22,702 | $1.61M | 0.12% | −929−3.9% | Reduced |
| Hohimer Wealth Management, LLC | 6,091 | $1.61M | 0.22% | −7,264−54.4% | Reduced |
| IMA Wealth, Inc. | 6,095 | $1.62M | 0.16% | −170−2.7% | Reduced |
| QVR LLC | 6,109 | $1.62M | 1.13% | +6,109 | New |
| St. Johns Investment Management Company, LLC | 6,118 | $1.62M | 0.68% | −297−4.6% | Reduced |
| Tred Avon Family Wealth, LLC | 6,134 | $1.62M | 0.53% | +902+17.2% | Added |
| Capstone Triton Financial Group, LLC | 6,138 | $1.63M | 1.08% | +493+8.7% | Added |
| Keating Financial Advisory Services, Inc. | 6,140 | $1.63M | 0.22% | +6,140 | New |
| Fortress Private Ledger, LLC | 6,145 | $1.63M | 0.54% | −450−6.8% | Reduced |
| First Pacific Financial | 6,150 | $1.63M | 0.21% | −94−1.5% | Reduced |
| Castle Wealth Management LLC | 6,159 | $1.63M | 0.54% | −356−5.5% | Reduced |
| Wright Investors Service Inc | 6,186 | $1.64M | 0.49% | +47+0.8% | Added |