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 |
|---|---|---|---|---|---|
| Poehling Capital Management, LLC | 9,412 | $2.49M | 0.51% | +7,586+415.4% | Added |
| Premier Path Wealth Partners, LLC | 9,423 | $2.50M | 0.32% | −533−5.4% | Reduced |
| Bay Rivers Group | 9,430 | $2.50M | 1.01% | −343−3.5% | Reduced |
| Principle Wealth Partners LLC | 9,441 | $2.50M | 0.14% | −194−2.0% | Reduced |
| Cetera Trust Company, N.A | 9,446 | $2.50M | 1.34% | +10+0.1% | Added |
| Capstone Investment Advisors, LLC | 9,470 | $2.51M | 0.02% | −69,565−88.0% | Reduced |
| Midwest Professional Planners, LTD. | 9,546 | $2.53M | 0.60% | −4,120−30.1% | Reduced |
| Tiemann Investment Advisors, LLC | 9,580 | $2.54M | 0.99% | −175−1.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 9,620 | $2.55M | 0.31% | +731+8.2% | Added |
| Institute for Wealth Management, LLC. | 9,649 | $2.56M | 0.27% | −190−1.9% | Reduced |
| Cache Advisors, LLC | 9,668 | $2.56M | 0.31% | −2,884−23.0% | Reduced |
| CWA Asset Management Group, LLC | 9,754 | $2.58M | 0.09% | −876−8.2% | Reduced |
| Sculati Wealth Management, LLC | 9,771 | $2.59M | 0.91% | −250−2.5% | Reduced |
| Community Bank, N.A. | 9,772 | $2.59M | 0.31% | +443+4.7% | Added |
| Invst, LLC | 9,786 | $2.59M | 0.28% | +3,715+61.2% | Added |
| Valley National Advisers Inc | 9,832 | $2.60M | 0.36% | −939−8.7% | Reduced |
| Fidelis Capital Partners, LLC | 9,843 | $2.61M | 0.19% | −2,660−21.3% | Reduced |
| Convergence Investment Partners, LLC | 9,846 | $2.61M | 0.52% | +8,625+706.4% | Added |
| Western Wealth Management, LLC | 9,864 | $2.61M | 0.12% | +112+1.1% | Added |
| LifePlan Financial, LLC | 9,884 | $2.62M | 2.01% | +718+7.8% | Added |
| Douglass Winthrop Advisors, LLC | 9,910 | $2.63M | 0.05% | +191+2.0% | Added |
| Carmel Capital Partners, LLC | 9,919 | $2.63M | 0.92% | +6,841+222.3% | Added |
| Lord, Abbett & Co. LLC | 9,968 | $2.64M | 0.01% | −1,994−16.7% | Reduced |
| VeraBank, N.A. | 9,978 | $2.64M | 0.48% | −100−1.0% | Reduced |
| Segment Wealth Management, LLC | 9,994 | $2.65M | 0.15% | −340−3.3% | Reduced |
| Udine Wealth Management, Inc. | 10,042 | $2.66M | 1.26% | +10,042 | New |
| Missouri Trust & Investment Co | 10,089 | $2.67M | 0.78% | −21−0.2% | Reduced |
| Aft, Forsyth & Company, Inc. | 10,104 | $2.68M | 1.16% | −130−1.3% | Reduced |
| Ronald Blue Trust, Inc. | 10,125 | $2.68M | 0.03% | +318+3.2% | Added |
| Boyd Watterson Asset Management LLC | 10,133 | $2.68M | 0.77% | +849+9.1% | Added |
| Zhang Financial LLC | 10,234 | $2.71M | 0.10% | −1,755−14.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,271 | $2.72M | 0.28% | −195−1.9% | Reduced |
| Jones Kertz & Associates, Inc. | 10,293 | $2.73M | 1.40% | +10,293 | New |
| Coastal Bridge Advisors, LLC | 10,330 | $2.74M | 0.20% | +457+4.6% | Added |
| Houlihan Financial Resource Group, Ltd. | 11,298 | $2.75M | 1.04% | +6,071+116.1% | Added |
| Hillman Capital Management, Inc. | 10,397 | $2.75M | 1.73% | −1,974−16.0% | Reduced |
| Morangie Management LLC | 10,443 | $2.77M | 2.21% | +3,822+57.7% | Added |
| Concord Asset Management, LLC | 10,494 | $2.78M | 0.48% | −48−0.5% | Reduced |
| Sofos Investments, Inc. | 10,501 | $2.78M | 0.54% | +1,193+12.8% | Added |
| Cornerstone Planning, LLC | 10,464 | $2.78M | 0.65% | +10,464 | New |
| Strategic Advisors LLC | 10,510 | $2.78M | 0.44% | +289+2.8% | Added |
| RMR Wealth Builders | 10,520 | $2.79M | 0.22% | +2,431+30.1% | Added |
| BFSG, LLC | 10,557 | $2.80M | 0.27% | +511+5.1% | Added |
| Cornerstone Wealth Management, LLC | 10,563 | $2.80M | 0.15% | +6,115+137.5% | Added |
| Avestar Capital, LLC | 10,610 | $2.81M | 0.19% | −529−4.7% | Reduced |
| OMC Financial Services LTD | 10,623 | $2.81M | 1.05% | −592−5.3% | Reduced |
| Nations Financial Group Inc, | 10,630 | $2.82M | 0.15% | +644+6.4% | Added |
| Capital Investment Advisors, LLC | 10,634 | $2.82M | 0.04% | +96+0.9% | Added |
| Trust Asset Management LLC | 10,637 | $2.82M | 0.19% | −396−3.6% | Reduced |
| SCS Capital Management LLC | 10,692 | $2.84M | 0.03% | +136+1.3% | Added |
| Insigneo Advisory Services, LLC | 10,727 | $2.84M | 0.20% | −1,100−9.3% | Reduced |
| Alta Capital Management LLC | 10,743 | $2.85M | 0.19% | −2,750−20.4% | Reduced |
| Harbour Capital Advisors, LLC | 11,228 | $2.85M | 0.58% | −125−1.1% | Reduced |
| Fulton Bank, N.A. | 10,773 | $2.85M | 0.10% | 00.0% | Unchanged |
| Atala Financial Inc | 10,825 | $2.87M | 1.84% | +688+6.8% | Added |
| Savvy Advisors, Inc. | 10,830 | $2.87M | 0.09% | +2,994+38.2% | Added |
| Icon Advisers Inc | 10,862 | $2.88M | 0.62% | −1,000−8.4% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 10,882 | $2.88M | 1.77% | +10,882 | New |
| Maia Wealth LLC | 15,606 | $2.89M | 0.49% | +2,226+16.6% | Added |
| J.W. Cole Advisors, Inc. | 16,672 | $2.90M | 0.07% | −5,847−26.0% | Reduced |
| Concord Wealth Partners | 10,968 | $2.91M | 0.38% | +259+2.4% | Added |
| RV Capital GmbH | 10,980 | $2.91M | 0.68% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 10,987 | $2.91M | 0.09% | −15,176−58.0% | Reduced |
| BigSur Wealth Management LLC | 11,000 | $2.92M | 0.71% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 11,020 | $2.92M | 1.40% | −977−8.1% | Reduced |
| RNC Capital Management LLC | 11,074 | $2.93M | 0.13% | −8,017−42.0% | Reduced |
| RFG Advisory, LLC | 11,089 | $2.94M | 0.06% | −117−1.0% | Reduced |
| Glen Eagle Advisors, LLC | 11,098 | $2.94M | 0.40% | +673+6.5% | Added |
| Boomfish Wealth Group, LLC | 11,099 | $2.94M | 1.57% | −35−0.3% | Reduced |
| PFG Investments, LLC | 11,104 | $2.94M | 0.14% | −1,436−11.5% | Reduced |
| 180 Wealth Advisors, LLC | 11,108 | $2.94M | 0.34% | −61−0.5% | Reduced |
| Life Cycle Investment Partners Ltd | 11,111 | $2.94M | 0.02% | +11,111 | New |
| Roundview Capital LLC | 11,183 | $2.96M | 0.18% | +67+0.6% | Added |
| CFC Planning Co LLC | 11,214 | $2.97M | 2.29% | +687+6.5% | Added |
| Syon Capital LLC | 11,244 | $2.98M | 0.15% | +2,804+33.2% | Added |
| Flagship Harbor Advisors, LLC | 11,257 | $2.98M | 0.14% | −5,395−32.4% | Reduced |
| K.J. Harrison & Partners Inc | 11,306 | $3.00M | 0.40% | +11,306 | New |
| Valicenti Advisory Services Inc | 11,352 | $3.01M | 0.63% | −200−1.7% | Reduced |
| Qsemble Capital Management, LP | 11,364 | $3.01M | 0.25% | −9,382−45.2% | Reduced |
| Wolverine Asset Management LLC | 11,384 | $3.02M | 0.04% | −16,858−59.7% | Reduced |
| Advisors Preferred, LLC | 11,900 | $3.02M | 0.49% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,406 | $3.02M | 0.06% | −1,067−8.6% | Reduced |
| New Hampshire Trust | 11,438 | $3.03M | 0.59% | −976−7.9% | Reduced |
| Integrated Advisors Network LLC | 11,455 | $3.03M | 0.13% | +963+9.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 11,507 | $3.05M | 0.03% | +625+5.7% | Added |
| Asset One Wealth Management LLC | 14,460 | $3.05M | 0.42% | +14,460 | New |
| Howard Capital Management Inc. | 11,528 | $3.05M | 0.04% | −14−0.1% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 11,571 | $3.07M | 1.71% | +559+5.1% | Added |
| Resonant Capital Advisors, LLC | 11,568 | $3.07M | 0.17% | +1,030+9.8% | Added |
| Aspiriant, LLC | 11,627 | $3.08M | 0.09% | +7,477+180.2% | Added |
| Knights of Columbus Asset Advisors LLC | 11,659 | $3.09M | 0.18% | −187−1.6% | Reduced |
| Gs Investments, Inc. | 11,698 | $3.10M | 1.68% | +109+0.9% | Added |
| Legacy Financial Advisors, Inc. | 11,799 | $3.13M | 0.43% | +1,833+18.4% | Added |
| Norway Savings Bank | 11,804 | $3.13M | 1.45% | +425+3.7% | Added |
| John G Ullman & Associates Inc | 11,850 | $3.14M | 0.42% | −325−2.7% | Reduced |
| NorthRock Partners, LLC | 11,870 | $3.14M | 0.05% | −9,870−45.4% | Reduced |
| Cullinan Associates Inc | 11,900 | $3.15M | 0.21% | −2,600−17.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 11,939 | $3.16M | 0.08% | +744+6.6% | Added |
| Morton Community Bank | 14,905 | $3.16M | 0.68% | +1,230+9.0% | Added |
| GPM Growth Investors, Inc. | 11,949 | $3.17M | 1.23% | −185−1.5% | Reduced |