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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| KCM Investment Advisors LLC | 7,539 | $2.00M | 0.06% | −443−5.5% | Reduced |
| Convergence Financial, LLC | 7,554 | $2.00M | 0.29% | +713+10.4% | Added |
| Abacus Wealth Partners, LLC | 7,585 | $2.01M | 0.20% | +7,585 | New |
| Elmwood Wealth Management, Inc. | 7,589 | $2.01M | 0.64% | −517−6.4% | Reduced |
| Charter Research & Investment Group, Inc. | 7,600 | $2.01M | 1.34% | −162−2.1% | Reduced |
| Evoke Wealth, LLC | 7,611 | $2.02M | 0.04% | +1,387+22.3% | Added |
| South Dakota Investment Council | 7,628 | $2.02M | 0.04% | −500−6.2% | Reduced |
| Unique Wealth, LLC | 7,677 | $2.03M | 0.28% | −2,472−24.4% | Reduced |
| Signet Financial Management, LLC | 7,724 | $2.05M | 0.23% | −133−1.7% | Reduced |
| GAM Holding AG | 7,728 | $2.05M | 0.13% | +165+2.2% | Added |
| Matauro, LLC | 7,735 | $2.05M | 0.31% | +7,735 | New |
| Heritage Wealth Management, Inc. | 7,741 | $2.05M | 0.57% | +569+7.9% | Added |
| Buckingham Strategic Partners | 7,751 | $2.05M | 0.03% | −6,073−43.9% | Reduced |
| Center for Financial Planning, Inc. | 7,766 | $2.06M | 0.21% | +404+5.5% | Added |
| Shepherd Financial Partners LLC | 7,774 | $2.06M | 0.19% | −152−1.9% | Reduced |
| WSFS Capital Management, LLC | 7,777 | $2.06M | 0.10% | −311−3.8% | Reduced |
| BCJ Capital Management, LLC | 7,827 | $2.07M | 0.12% | +1,669+27.1% | Added |
| Dockside LLC | 7,829 | $2.07M | 0.53% | +7,829 | New |
| Wealth Management Partners, LLC | 7,834 | $2.08M | 0.59% | −482−5.8% | Reduced |
| Hudson Canyon Capital Management | 7,855 | $2.08M | 1.22% | 00.0% | Unchanged |
| Cooper Financial Group | 7,898 | $2.09M | 0.22% | +969+14.0% | Added |
| Great Lakes Retirement, Inc. | 7,891 | $2.09M | 0.22% | +711+9.9% | Added |
| Heritage Trust Co | 7,910 | $2.10M | 0.21% | −181−2.2% | Reduced |
| Processus Wealth & Capital Management, LLC | 7,956 | $2.11M | 1.39% | −909−10.3% | Reduced |
| Belpointe Asset Management LLC | 7,974 | $2.11M | 0.08% | −1,257−13.6% | Reduced |
| Cambria Investment Management, L.P. | 7,982 | $2.11M | 0.12% | −1,860−18.9% | Reduced |
| Pictet North America Advisors SA | 7,986 | $2.12M | 0.20% | −830−9.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 8,038 | $2.13M | 0.10% | +465+6.1% | Added |
| Scharf Investments, LLC | 8,040 | $2.13M | 0.06% | −2,792−25.8% | Reduced |
| SageView Advisory Group, LLC | 8,076 | $2.14M | 0.07% | +109+1.4% | Added |
| BankPlus Trust Department | 8,085 | $2.14M | 0.56% | +872+12.1% | Added |
| De Burlo Group Inc | 8,105 | $2.15M | 0.26% | −1,109−12.0% | Reduced |
| Caliber Wealth Management, LLC | 8,113 | $2.15M | 0.23% | +143+1.8% | Added |
| Legacy Capital Wealth Management, LLC | 8,125 | $2.15M | 1.30% | +8,125 | New |
| Davidson Capital Management Inc. | 8,158 | $2.16M | 0.47% | −3,814−31.9% | Reduced |
| iA Global Asset Management Inc. | 8,181 | $2.17M | 0.03% | +375+4.8% | Added |
| Bridgeway Capital Management, LLC | 8,230 | $2.18M | 0.05% | −60−0.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,246 | $2.18M | 0.04% | −2,624−24.1% | Reduced |
| Krane Funds Advisors LLC | 8,254 | $2.19M | 0.07% | +57+0.7% | Added |
| Silvant Capital Management LLC | 8,267 | $2.19M | 0.07% | −88,121−91.4% | Reduced |
| Norden Group LLC | 8,284 | $2.19M | 0.21% | −24,546−74.8% | Reduced |
| Blackhawk Capital Partners LLC. | 8,314 | $2.20M | 0.83% | −29−0.3% | Reduced |
| Steinberg Asset Management LLC | 8,348 | $2.21M | 1.65% | 00.0% | Unchanged |
| Orin Green Financial, LLC | 8,372 | $2.22M | 0.89% | −89−1.1% | Reduced |
| Hemenway Trust Co LLC | 8,373 | $2.22M | 0.17% | −42,657−83.6% | Reduced |
| Birch Hill Investment Advisors LLC | 8,392 | $2.22M | 0.09% | −840−9.1% | Reduced |
| Umpqua Bank | 8,416 | $2.23M | 0.62% | −7−0.1% | Reduced |
| Pinnacle Holdings, LLC | 8,452 | $2.24M | 0.76% | −115−1.3% | Reduced |
| Wellington Shields Capital Management, LLC | 8,460 | $2.24M | 0.33% | −200−2.3% | Reduced |
| Citizens & Northern Corp | 8,467 | $2.24M | 0.56% | −383−4.3% | Reduced |
| Triangle Securities Wealth Management | 8,468 | $2.24M | 0.47% | −33−0.4% | Reduced |
| Future Fund LLC | 8,471 | $2.24M | 0.79% | −252−2.9% | Reduced |
| Clear Harbor Asset Management, LLC | 8,481 | $2.25M | 0.15% | −349−4.0% | Reduced |
| Forum Financial Management, LP | 8,487 | $2.25M | 0.03% | −1,054−11.0% | Reduced |
| Agate Pass Investment Management, LLC | 8,490 | $2.25M | 0.84% | +282+3.4% | Added |
| Herbst Group, LLC | 8,506 | $2.25M | 1.33% | −115−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 8,521 | $2.26M | 0.07% | −253−2.9% | Reduced |
| WP Advisors, LLC | 8,524 | $2.26M | 0.56% | +595+7.5% | Added |
| WD Rutherford LLC | 8,525 | $2.26M | 0.94% | −4,923−36.6% | Reduced |
| AustralianSuper Pty Ltd | 8,527 | $2.26M | 0.01% | +4,775+127.3% | Added |
| Moody National Bank Trust Division | 8,558 | $2.27M | 0.22% | −2,590−23.2% | Reduced |
| Nelson Capital Management, LLC | 8,581 | $2.27M | 0.27% | −134−1.5% | Reduced |
| HighVista Strategies LLC | 8,613 | $2.28M | 0.59% | −4,272−33.2% | Reduced |
| Hilltop Holdings Inc. | 8,618 | $2.28M | 0.14% | −4,058−32.0% | Reduced |
| Venturi Wealth Management, LLC | 8,684 | $2.30M | 0.10% | +501+6.1% | Added |
| Teamwork Financial Advisors, LLC | 8,689 | $2.30M | 0.25% | +1,311+17.8% | Added |
| Sovran Advisors, LLC | 10,016 | $2.34M | 0.20% | +2,913+41.0% | Added |
| Y.D. More Investments Ltd | 8,855 | $2.35M | 0.11% | −3,372−27.6% | Reduced |
| Clarius Group, LLC | 8,892 | $2.36M | 0.13% | −824−8.5% | Reduced |
| Welch & Forbes LLC | 8,958 | $2.37M | 0.03% | −14−0.2% | Reduced |
| Moneta Group Investment Advisors LLC | 8,964 | $2.37M | 0.02% | −905−9.2% | Reduced |
| Power Wealth Management LLC | 8,970 | $2.38M | 0.84% | +426+5.0% | Added |
| Thoroughbred Financial Services, LLC | 9,005 | $2.38M | 0.14% | −1,550−14.7% | Reduced |
| Elevated Financial Group LLC | 9,009 | $2.39M | 0.83% | +9,009 | New |
| Weaver Capital Management LLC | 9,023 | $2.39M | 0.51% | +638+7.6% | Added |
| Axxcess Wealth Management, LLC | 9,025 | $2.39M | 0.04% | −1,278−12.4% | Reduced |
| Brevan Howard Capital Management LP | 9,025 | $2.39M | 0.05% | −9,180−50.4% | Reduced |
| Portfolio Design Labs, LLC | 9,025 | $2.39M | 0.39% | +305+3.5% | Added |
| Cigna Investments Inc | 9,045 | $2.40M | 0.35% | −73−0.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 9,067 | $2.40M | 0.39% | −1,653−15.4% | Reduced |
| FOCUS Wealth Advisors, LLC | 9,088 | $2.41M | 1.12% | +130+1.5% | Added |
| FRG Family Wealth Advisors LLC | 9,117 | $2.42M | 0.37% | −3,789−29.4% | Reduced |
| TLWM | 9,121 | $2.42M | 0.44% | −84−0.9% | Reduced |
| Jacobi Capital Management LLC | 9,142 | $2.42M | 0.14% | +158+1.8% | Added |
| Boltwood Capital Management | 9,151 | $2.42M | 0.63% | −85−0.9% | Reduced |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 9,183 | $2.43M | 0.22% | 00.0% | Unchanged |
| Rossmore Private Capital | 9,173 | $2.43M | 0.22% | +2,659+40.8% | Added |
| EverSource Wealth Advisors, LLC | 9,193 | $2.44M | 0.09% | −194−2.1% | Reduced |
| Sowell Financial Services LLC | 9,222 | $2.44M | 0.09% | +1,037+12.7% | Added |
| Eastern Bank | 9,229 | $2.44M | 0.04% | +84+0.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 9,256 | $2.45M | 0.04% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 9,273 | $2.46M | 0.28% | −18−0.2% | Reduced |
| Cove Private Wealth, LLC | 9,300 | $2.46M | 0.73% | +884+10.5% | Added |
| Chemung Canal Trust Co | 9,332 | $2.47M | 0.49% | +7,812+513.9% | Added |
| SeaCrest Wealth Management, LLC | 9,294 | $2.47M | 0.25% | −258−2.7% | Reduced |
| Texas Yale Capital Corp. | 9,339 | $2.47M | 0.07% | +20+0.2% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 9,348 | $2.48M | 0.75% | +653+7.5% | Added |
| Congress Park Capital LLC | 9,384 | $2.49M | 0.74% | −1,174−11.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 9,386 | $2.49M | 0.54% | −306−3.2% | Reduced |
| Dana Investment Advisors, Inc. | 9,392 | $2.49M | 0.07% | +827+9.7% | Added |