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
- 2,958
- +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
- 1,085 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 |
|---|---|---|---|---|---|
| Annis Gardner Whiting Capital Advisors, LLC | 6,216 | $1.65M | 0.31% | +412+7.1% | Added |
| Ballast, Inc. | 6,227 | $1.65M | 0.39% | +476+8.3% | Added |
| Augustine Asset Management Inc | 6,228 | $1.65M | 0.33% | −21−0.3% | Reduced |
| Avantax Planning Partners, Inc. | 6,239 | $1.65M | 0.05% | +188+3.1% | Added |
| Ellevest, Inc. | 6,254 | $1.66M | 0.23% | −63−1.0% | Reduced |
| AA Financial Advisors, LLC | 6,290 | $1.67M | 0.31% | +83+1.3% | Added |
| Cornerstone National Bank & Trust Co | 6,312 | $1.67M | 0.67% | +100+1.6% | Added |
| Jefferson Bridge Capital, LLC | 6,314 | $1.67M | 1.68% | +6,314 | New |
| Canopy Partners, LLC | 6,343 | $1.68M | 0.55% | +16+0.3% | Added |
| Larson Financial Group LLC | 6,345 | $1.68M | 0.06% | −456−6.7% | Reduced |
| BIP Wealth, LLC | 6,356 | $1.68M | 0.06% | +3,708+140.0% | Added |
| Ameritas Advisory Services, LLC | 6,358 | $1.68M | 0.06% | +4,422+228.4% | Added |
| GFI Investment Counsel Ltd. | 6,360 | $1.68M | 0.18% | −16,961−72.7% | Reduced |
| Main Street Research LLC | 6,364 | $1.69M | 0.10% | +3,846+152.7% | Added |
| Wellspring Financial Advisors, LLC | 6,381 | $1.69M | 0.13% | +6,381 | New |
| Navalign, LLC | 6,438 | $1.71M | 0.42% | +302+4.9% | Added |
| Gen-Wealth Partners Inc | 6,443 | $1.71M | 0.55% | +342+5.6% | Added |
| Private Trust Co NA | 6,450 | $1.71M | 0.15% | −793−10.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 6,456 | $1.71M | 0.02% | −9,832−60.4% | Reduced |
| FNY Investment Advisers, LLC | 6,460 | $1.71M | 0.49% | +4,960+330.7% | Added |
| J. Safra Sarasin Holding AG | 6,467 | $1.71M | 0.03% | −2,057−24.1% | Reduced |
| Davy Global Fund Management Ltd | 6,485 | $1.72M | 0.12% | −558−7.9% | Reduced |
| Summit Global Investments | 6,503 | $1.72M | 0.10% | +3,050+88.3% | Added |
| Ahara Advisors LLC | 6,516 | $1.73M | 1.57% | +6,516 | New |
| Camden Capital, LLC | 6,517 | $1.73M | 0.11% | −166−2.5% | Reduced |
| Grant Private Wealth Management Inc | 6,538 | $1.73M | 1.05% | +387+6.3% | Added |
| Turtle Creek Wealth Advisors, LLC | 6,545 | $1.73M | 0.14% | +2,263+52.8% | Added |
| Keudell/Morrison Wealth Management | 6,555 | $1.74M | 0.36% | +6,555 | New |
| PCM Encore, LLC | 6,560 | $1.74M | 0.37% | +6,560 | New |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 6,560 | $1.74M | 1.42% | +6,560 | New |
| Keel Point, LLC | 6,560 | $1.74M | 0.10% | +208+3.3% | Added |
| 1776 Wealth LLC | 6,567 | $1.74M | 0.65% | −43−0.7% | Reduced |
| Charter Oak Capital Management, LLC | 6,570 | $1.74M | 0.13% | +24+0.4% | Added |
| Unique Wealth Strategies, LLC | 6,591 | $1.75M | 0.69% | −633−8.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,592 | $1.75M | 0.10% | +515+8.5% | Added |
| Generali Investments, Management Co LLC | 6,608 | $1.75M | 0.35% | +2,094+46.4% | Added |
| Okabena Investment Services Inc | 6,609 | $1.75M | 0.33% | −182−2.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,642 | $1.76M | 0.38% | −293−4.2% | Reduced |
| NBC Securities, Inc. | 6,651 | $1.76M | 0.13% | +157+2.4% | Added |
| Transcend Wealth Collective, LLC | 6,665 | $1.77M | 0.14% | +1,194+21.8% | Added |
| Lighthouse Financial Services Inc | 6,677 | $1.77M | 0.41% | +6,677 | New |
| Nautilus Advisors LLC | 6,689 | $1.77M | 1.16% | −184−2.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 6,705 | $1.78M | 0.43% | −511−7.1% | Reduced |
| Mainstay Capital Management LLC | 6,707 | $1.78M | 0.14% | +480+7.7% | Added |
| Dover Advisors, LLC | 6,716 | $1.78M | 0.69% | −640−8.7% | Reduced |
| Fulcrum Asset Management LLP | 6,731 | $1.79M | 0.50% | −200−2.9% | Reduced |
| Choate Investment Advisors | 6,767 | $1.79M | 0.04% | +263+4.0% | Added |
| Soltis Investment Advisors LLC | 6,812 | $1.80M | 0.12% | +1,888+38.3% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,831 | $1.81M | 0.79% | −84−1.2% | Reduced |
| VELA Investment Management, LLC | 6,843 | $1.81M | 0.49% | +246+3.7% | Added |
| Thrive Wealth Management, LLC | 6,861 | $1.82M | 0.27% | +118+1.7% | Added |
| Prosperity Financial Group, Inc. | 6,879 | $1.82M | 0.66% | +99+1.5% | Added |
| Lineweaver Wealth Advisors, LLC | 6,879 | $1.82M | 0.25% | +555+8.8% | Added |
| Regatta Capital Group, LLC | 6,883 | $1.82M | 0.28% | +142+2.1% | Added |
| West Branch Capital LLC | 6,890 | $1.83M | 0.47% | −645−8.6% | Reduced |
| Intrust Bank NA | 6,908 | $1.83M | 0.15% | −55−0.8% | Reduced |
| Brandywine Managers, LLC | 6,913 | $1.83M | 0.91% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 6,918 | $1.83M | 1.70% | +6,918 | New |
| Northstar Group, Inc. | 6,924 | $1.83M | 0.25% | +142+2.1% | Added |
| DV Trading LLC | 6,934 | $1.84M | 0.16% | +6,934 | New |
| TSFG, LLC | 6,934 | $1.84M | 0.27% | −276−3.8% | Reduced |
| Rare Wolf Capital LLC | 6,947 | $1.84M | 1.15% | +6,947 | New |
| Cornell Pochily Investment Advisors, Inc. | 6,964 | $1.84M | 0.53% | +82+1.2% | Added |
| PKO Investment Management Joint-Stock Co | 7,000 | $1.85M | 0.15% | −7,000−50.0% | Reduced |
| Strengthening Families & Communities, LLC | 7,016 | $1.86M | 0.66% | +209+3.1% | Added |
| Robertson Stephens Wealth Management, LLC | 7,012 | $1.86M | 0.05% | −291−4.0% | Reduced |
| Cito Capital Group, LLC | 7,025 | $1.86M | 0.54% | −2,400−25.5% | Reduced |
| Tealwood Asset Management Inc | 7,036 | $1.86M | 0.84% | +819+13.2% | Added |
| Tulsa Wealth Advisors, INC | 7,061 | $1.87M | 0.62% | +7,061 | New |
| Tounjian Advisory Partners, LLC | 7,068 | $1.87M | 0.63% | +434+6.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 7,082 | $1.88M | 0.24% | +7,082 | New |
| Voya Financial Advisors, Inc. | 7,048 | $1.88M | 0.18% | −15−0.2% | Reduced |
| David Loasby | 7,237 | $1.88M | 0.13% | +1,917+36.0% | Added |
| Steel Peak Wealth Management LLC | 7,096 | $1.88M | 0.06% | −45−0.6% | Reduced |
| Field & Main Bank | 7,117 | $1.89M | 0.54% | +95+1.4% | Added |
| Qtron Investments LLC | 7,120 | $1.89M | 0.25% | −3,774−34.6% | Reduced |
| Signature Wealth Management Group | 7,122 | $1.89M | 0.77% | +67+0.9% | Added |
| Bangor Savings Bank | 7,138 | $1.89M | 0.15% | −345−4.6% | Reduced |
| GraniteShares Advisors LLC | 7,138 | $1.89M | 1.15% | +783+12.3% | Added |
| Nilsine Partners, LLC | 7,192 | $1.91M | 0.17% | +1,068+17.4% | Added |
| Karras Company, Inc. | 7,256 | $1.92M | 1.87% | +7,256 | New |
| DeDora Capital, Inc. | 7,286 | $1.93M | 0.46% | −1,070−12.8% | Reduced |
| HF Advisory Group, LLC | 7,301 | $1.93M | 0.67% | −473−6.1% | Reduced |
| Koshinski Asset Management, Inc. | 7,318 | $1.94M | 0.12% | −235−3.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 7,342 | $1.94M | 0.27% | +6,982+1,939.4% | Added |
| Chicago Partners Investment Group LLC | 8,559 | $1.95M | 0.05% | +169+2.0% | Added |
| StoneX Group Inc. | 7,358 | $1.95M | 0.08% | −1,583−17.7% | Reduced |
| Kentucky Trust Co | 7,385 | $1.96M | 1.04% | +15+0.2% | Added |
| Atlas Brown,Inc. | 7,395 | $1.96M | 0.58% | −11−0.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,408 | $1.96M | 0.10% | −493−6.2% | Reduced |
| Central Valley Advisors, LLC | 7,432 | $1.97M | 0.59% | −272−3.5% | Reduced |
| Cardiff Park Advisors, LLC | 7,434 | $1.97M | 0.16% | −8−0.1% | Reduced |
| CSM Advisors, LLC | 7,441 | $1.97M | 0.05% | −7,232−49.3% | Reduced |
| Stoneridge Investment Partners LLC | 7,450 | $1.97M | 1.37% | −1,819−19.6% | Reduced |
| LMG Wealth Partners, LLC | 7,485 | $1.98M | 0.37% | +412+5.8% | Added |
| Westpac Banking Corp | 7,494 | $1.99M | 0.13% | −7,454−49.9% | Reduced |
| Beaumont Asset Management, L.L.C. | 7,497 | $1.99M | 0.99% | −155−2.0% | Reduced |
| TD Private Client Wealth LLC | 7,501 | $1.99M | 0.04% | −2,440−24.5% | Reduced |
| Harfst & Associates, Inc. | 7,513 | $1.99M | 0.36% | −342−4.4% | Reduced |
| Naviter Wealth, LLC | 7,527 | $2.00M | 0.26% | −1,603−17.6% | Reduced |