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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.

Institutional holdersQ4 2025: 2,959 institutions
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,183 institutionsQ2 2023: 2,301 institutionsQ3 2023: 2,294 institutionsQ4 2023: 2,601 institutionsQ1 2024: 2,769 institutionsQ2 2024: 2,630 institutionsQ3 2024: 2,657 institutionsQ4 2024: 3,110 institutionsQ1 2025: 2,956 institutionsQ2 2025: 2,960 institutionsQ3 2025: 2,816 institutionsQ4 2025: 2,959 institutionsQ1 2026: 2,696 institutionsQ2 2026: 2,492 institutions
Value heldQ4 2025: $201.9B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,492$109.5B
Q1 20262,696$137.9B
Q4 20252,959$201.9B
Q3 20252,816$179.8B
Q2 20252,960$210.0B
Q1 20252,956$209.1B
Q4 20243,110$258.7B
Q3 20242,657$209.1B
Q2 20242,630$198.8B
Q1 20242,769$235.7B
Q4 20232,601$204.8B
Q3 20232,294$155.1B
Q2 20232,301$161.7B
Q1 20232,183$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$151.3B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q3 2025.

Institutions holding CRM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Tower View Investment Management & Research LLC61$16.1K0.01%00.0%Unchanged
Quattro Advisors LLC64$16.8K0.01%+64New
Financial Connections Group, Inc.66$17.0K0.01%−197−74.9%Reduced
Quest 10 Wealth Builders, Inc.66$17.4K0.02%−8−10.8%Reduced
LM Advisors LLC4,625$17.4K0.35%−13,248−74.1%Reduced
Piscataqua Savings Bank66$17.5K0.01%+41+164.0%Added
Blue Bell Private Wealth Management, LLC66$17.5K0.00%00.0%Unchanged
Caitlin John, LLC66$17.5K0.01%−1−1.5%Reduced
Optima Capital LLC69$18.3K0.01%+69New
Bellevue Asset Management, LLC70$18.5K0.01%00.0%Unchanged
Vermillion Wealth Management, Inc.73$19.3K0.01%−5−6.4%Reduced
United Financial Planning Group LLC74$19.6K0.01%+74New
Atlantic Edge Private Wealth Management, LLC74$19.6K0.00%00.0%Unchanged
Atomic Invest LLC75$20.0K0.01%+75New
Knott David M Jr77$20.4K0.01%00.0%Unchanged
Wiser Advisor Group LLC78$20.6K0.02%00.0%Unchanged
Cornerstone Financial Management LLC78$20.7K0.02%+78New
Clark Wealth Partners79$20.9K0.01%00.0%Unchanged
Valued Wealth Advisors LLC79$21.0K0.01%+9+12.9%Added
Access Investment Management LLC89$21.1K0.01%00.0%Unchanged
Wealth Watch Advisors, INC80$21.2K0.01%+19+31.1%Added
Merited Wealth, LLC80$21.2K0.02%+80New
Entrust Financial LLC82$21.7K0.02%+82New
Pflug Koory, LLC85$22.5K0.01%00.0%Unchanged
Centerpoint Advisors, LLC86$23.0K0.01%00.0%Unchanged
Compass Financial Services Inc89$23.6K0.01%00.0%Unchanged
Groesbeck Investment Management Corp89$24.0K0.05%+89New
IFC & Insurance Marketing, Inc.90$24.0K0.02%+90New
Asset Planning,Inc93$24.6K0.02%00.0%Unchanged
Strategic Investment Solutions, Inc.93$24.7K0.01%00.0%Unchanged
DiNuzzo Private Wealth, Inc.94$24.9K0.00%+10+11.9%Added
Commonwealth Retirement Investments LLC94$25.0K0.01%+94New
Collier Financial94$25.1K0.02%−1−1.1%Reduced
Coston, McIsaac & Partners99$26.0K0.01%+50+102.0%Added
Tacita Capital Inc100$26.5K0.02%00.0%Unchanged
Atlantic Private Wealth, LLC100$26.5K0.02%00.0%Unchanged
Ameliora Wealth Management Ltd.100$26.5K0.01%00.0%Unchanged
Board of the Pension Protection Fund100$26.5K0.03%+100New
Gilpin Wealth Management, LLC100$26.5K0.02%+100New
Key Capital Management, INC100$26.5K0.03%+100New
Chesapeake Asset Management LLC101$26.8K0.02%+1+1.0%Added
Signature Resources Capital Management, LLC102$27.0K0.01%+4+4.1%Added
Reyes Financial Architecture, Inc.102$27.0K0.02%+21+25.9%Added
Robinswood Financial LLC102$27.1K0.01%00.0%Unchanged
Corsicana & Co.103$27.3K0.02%00.0%Unchanged
Legacy Wealth Managment, LLC103$27.3K0.01%+29+39.2%Added
Legacy Bridge, LLC103$27.3K0.01%+103New
Swiss Re Ltd104$27.6K0.00%+104New
Birchwood Financial Partners, Inc.104$27.6K0.03%+104New
Maseco LLP104$27.6K0.00%−22−17.5%Reduced
Halbert Hargrove Global Advisors, LLC105$27.9K0.00%−166−61.3%Reduced
Tradewinds Capital Management, LLC107$28.4K0.01%00.0%Unchanged
Dogwood Wealth Management LLC108$28.6K0.01%+80+285.7%Added
Barrett & Company, Inc.110$29.1K0.01%00.0%Unchanged
Cedar Wealth Management, LLC117$31.0K0.01%−70−37.4%Reduced
Medallion Wealth Advisors, LLC117$31.0K0.01%+6+5.4%Added
Aspect Partners, LLC122$32.3K0.01%+10+8.9%Added
Cedar Mountain Advisors, LLC123$32.5K0.01%+10+8.8%Added
Retirement Wealth Solutions LLC126$33.3K0.02%00.0%Unchanged
Paladin Partners, LLC126$33.4K0.02%+126New
Pin Oak Investment Advisors Inc177$34.0K0.02%−25−12.4%Reduced
Avion Wealth129$34.0K0.01%+50+63.3%Added
IAG Wealth Partners, LLC130$34.4K0.00%00.0%Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management130$34.4K0.03%+130New
Dorato Capital Management146$35.0K0.03%+146New
Perkins Coie Trust Co135$35.8K0.01%00.0%Unchanged
Godfrey Financial Associates, Inc.135$35.8K0.03%+135New
Quaker Wealth Management, LLC136$36.0K0.01%+12+9.7%Added
Raleigh Capital Management Inc.138$36.7K0.01%−11−7.4%Reduced
Essential Investment Partners LLC140$37.1K0.03%+140New
Glass Jacobson Investment Advisors llc140$37.1K0.01%00.0%Unchanged
IMG Wealth Management, Inc.141$37.4K0.02%+84+147.4%Added
Pacifica Partners Inc.149$37.8K0.02%00.0%Unchanged
Clal Insurance Enterprises Holdings Ltd143$38.0K0.00%−20−12.3%Reduced
Abound Financial, LLC145$38.4K0.01%+145New
Garton & Associates Financial Advisors LLC159$42.0K0.02%+159New
Stephenson National Bank & Trust159$42.1K0.01%−19−10.7%Reduced
Bank of New Hampshire160$42.4K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.160$42.5K0.00%−4−2.4%Reduced
Graney & King, LLC162$42.8K0.03%+1+0.6%Added
Bayforest Capital Ltd162$42.9K0.03%−518−76.2%Reduced
Measured Wealth Private Client Group, LLC163$43.2K0.01%00.0%Unchanged
NCP Inc.163$43.2K0.03%+163New
McCarthy Grittinger Financial Group, LLC165$43.7K0.01%00.0%Unchanged
Kilter Group LLC165$43.7K0.02%+49+42.2%Added
Concord Investment Counsel Inc.166$44.0K0.01%−17,204−99.0%Reduced
Raffa Wealth Management, LLC168$44.5K0.01%+5+3.1%Added
RMG Wealth Management LLC200$44.6K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC174$46.2K0.01%−99−36.3%Reduced
Disciplina Capital Management LLC175$46.3K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC175$46.4K0.03%−124−41.5%Reduced
Kings Path Partners LLC176$46.6K0.02%00.0%Unchanged
Union Savings Bank178$47.2K0.02%+178New
Gables Capital Management Inc.181$47.9K0.02%00.0%Unchanged
Pacific Center for Financial Services211$50.0K0.01%00.0%Unchanged
Bank & Trust Co190$50.3K0.04%00.0%Unchanged
Provenance Wealth Advisors, LLC198$52.5K0.01%−19−8.8%Reduced
CBIZ Investment Advisory Services, LLC199$52.8K0.00%+52+35.4%Added
Tidemark, LLC200$53.0K0.02%−10−4.8%Reduced
Align Financial, LLC53,777$53.8K0.03%+53,777New