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 |
|---|---|---|---|---|---|
| United Bank | 11,950 | $3.17M | 1.07% | +330+2.8% | Added |
| Aaron Wealth Advisors | 11,977 | $3.17M | 0.18% | +3,930+48.8% | Added |
| Sphera Management Technology Funds Ltd | 12,000 | $3.18M | 1.66% | +5,940+98.0% | Added |
| Symphony Financial, Ltd. Co. | 11,970 | $3.18M | 0.43% | −5,306−30.7% | Reduced |
| GKV Capital Management Co., Inc. | 12,024 | $3.19M | 1.19% | +6,774+129.0% | Added |
| SRS Capital Advisors, Inc. | 12,056 | $3.19M | 0.09% | −3,826−24.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 12,069 | $3.20M | 0.15% | +6,190+105.3% | Added |
| Mather Group, LLC. | 12,091 | $3.20M | 0.03% | +1,453+13.7% | Added |
| Marion Wealth Management | 14,060 | $3.21M | 0.71% | +944+7.2% | Added |
| KPP Advisory Services LLC | 12,117 | $3.21M | 0.47% | −136−1.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 12,131 | $3.21M | 0.78% | +225+1.9% | Added |
| AlphaCore Capital LLC | 12,131 | $3.22M | 0.07% | +3,546+41.3% | Added |
| Cullen Investment Group, Ltd. | 12,437 | $3.23M | 0.42% | −2,938−19.1% | Reduced |
| Rockland Trust Co | 12,263 | $3.25M | 0.13% | −803−6.1% | Reduced |
| Resources Management Corp | 12,265 | $3.25M | 0.42% | +184+1.5% | Added |
| Harrell Investment Partners, LLC | 12,297 | $3.26M | 0.77% | −27−0.2% | Reduced |
| Paradigm Financial Partners, LLC | 12,350 | $3.27M | 0.33% | −224−1.8% | Reduced |
| Winch Advisory Services, LLC | 12,371 | $3.28M | 0.72% | −521−4.0% | Reduced |
| Portside Wealth Group, LLC | 12,397 | $3.28M | 0.44% | +5,855+89.5% | Added |
| IPG Investment Advisors LLC | 12,397 | $3.29M | 0.58% | +416+3.5% | Added |
| Kingswood Wealth Advisors, LLC | 12,435 | $3.29M | 0.16% | +2,253+22.1% | Added |
| Rockline Wealth Management, LLC | 12,454 | $3.30M | 0.67% | +98+0.8% | Added |
| Twin Capital Management Inc | 12,457 | $3.30M | 0.41% | −1,202−8.8% | Reduced |
| Independence Bank of Kentucky | 12,502 | $3.31M | 0.41% | +138+1.1% | Added |
| Mathes Company, Inc. | 12,518 | $3.32M | 1.18% | −40−0.3% | Reduced |
| Courier Capital LLC | 12,586 | $3.33M | 0.19% | +628+5.3% | Added |
| Positano Wealth Management Ltd | 12,600 | $3.34M | 2.61% | +12,600 | New |
| Palumbo Wealth Management LLC | 12,617 | $3.34M | 0.82% | +6,812+117.3% | Added |
| RD Finance Ltd | 12,645 | $3.35M | 3.39% | 00.0% | Unchanged |
| Graphene Investments SAS | 12,700 | $3.36M | 2.11% | +400+3.3% | Added |
| National Asset Management, Inc. | 12,750 | $3.38M | 0.16% | −246−1.9% | Reduced |
| Advocate Group LLC | 12,777 | $3.38M | 0.55% | +193+1.5% | Added |
| Mission Creek Capital Partners, Inc. | 12,809 | $3.39M | 0.69% | −142−1.1% | Reduced |
| IHT Wealth Management, LLC | 12,953 | $3.40M | 0.08% | −363−2.7% | Reduced |
| Wealthcare Advisory Partners LLC | 12,863 | $3.41M | 0.07% | +664+5.4% | Added |
| Kornitzer Capital Management Inc | 12,960 | $3.43M | 0.07% | −308−2.3% | Reduced |
| Parsonex Advisory Services, Inc. | 12,988 | $3.44M | 2.19% | +1,014+8.5% | Added |
| HBW Advisory Services LLC | 13,041 | $3.45M | 0.38% | −26−0.2% | Reduced |
| Canandaigua National Bank & Trust Co | 13,078 | $3.46M | 0.31% | +1,103+9.2% | Added |
| First Horizon Corp | 13,082 | $3.47M | 0.15% | +285+2.2% | Added |
| Charter Trust Co | 13,159 | $3.49M | 0.20% | −588−4.3% | Reduced |
| EPG Wealth Management LLC | 13,188 | $3.49M | 0.94% | +398+3.1% | Added |
| GTS Securities LLC | 13,216 | $3.50M | 0.12% | +10,885+467.0% | Added |
| Frank, Rimerman Advisors LLC | 13,248 | $3.51M | 0.22% | +1,251+10.4% | Added |
| AXS Investments LLC | 13,336 | $3.53M | 1.22% | −174−1.3% | Reduced |
| Change Path, LLC | 13,350 | $3.54M | 0.09% | +1,168+9.6% | Added |
| Finer Wealth Management, Inc. | 13,371 | $3.54M | 1.71% | +655+5.2% | Added |
| Altrafin AG | 13,381 | $3.54M | 1.12% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 13,392 | $3.55M | 0.34% | +206+1.6% | Added |
| Cohen Investment Advisors LLC | 13,400 | $3.55M | 1.63% | +460+3.6% | Added |
| Stansberry Asset Management, LLC | 13,419 | $3.55M | 0.36% | +34+0.3% | Added |
| Ledyard National Bank | 13,467 | $3.57M | 0.31% | −1,202−8.2% | Reduced |
| Hall Laurie J Trustee | 13,566 | $3.59M | 1.19% | +1,695+14.3% | Added |
| Fairtree Asset Management (Pty) Ltd | 13,627 | $3.61M | 1.66% | +8,395+160.5% | Added |
| Strategic Wealth Partners, Ltd. | 13,659 | $3.62M | 0.25% | −28,475−67.6% | Reduced |
| Verde Capital Management | 13,848 | $3.67M | 0.78% | +1,001+7.8% | Added |
| Gilliland Jeter Wealth Management LLC | 13,870 | $3.67M | 1.11% | −118−0.8% | Reduced |
| Savant Capital, LLC | 14,101 | $3.74M | 0.02% | −934−6.2% | Reduced |
| Group One Trading, L.P. | 14,120 | $3.74M | 0.11% | +8,978+174.6% | Added |
| Checchi Capital Advisers, LLC | 14,156 | $3.75M | 0.26% | −987−6.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,167 | $3.75M | 0.13% | −2,219−13.5% | Reduced |
| Gladstone Institutional Advisory LLC | 14,177 | $3.76M | 0.14% | −3,112−18.0% | Reduced |
| Cozad Asset Management Inc | 14,245 | $3.77M | 0.29% | +176+1.3% | Added |
| Brady Family Wealth, LLC | 14,266 | $3.78M | 1.17% | −258−1.8% | Reduced |
| Laurel Wealth Advisors LLC | 14,276 | $3.78M | 0.50% | −443−3.0% | Reduced |
| Garrett Investment Advisors LLC | 14,329 | $3.80M | 0.30% | +1,418+11.0% | Added |
| Ritholtz Wealth Management | 14,355 | $3.80M | 0.07% | +191+1.3% | Added |
| Collar Capital Management, LLC | 14,366 | $3.81M | 2.54% | +205+1.4% | Added |
| Conscious Wealth Investments, LLC | 20,034 | $3.81M | 2.28% | +6,420+47.2% | Added |
| Nicollet Investment Management, Inc. | 14,381 | $3.81M | 1.21% | −478−3.2% | Reduced |
| Correct Capital Wealth Management | 14,389 | $3.81M | 0.72% | +842+6.2% | Added |
| Ossiam | 14,400 | $3.81M | 0.08% | −80,481−84.8% | Reduced |
| First American Bank | 14,418 | $3.82M | 0.23% | +1,109+8.3% | Added |
| Smith, Salley & Associates | 14,435 | $3.82M | 0.19% | +894+6.6% | Added |
| Trust Co of Toledo NA | 14,441 | $3.83M | 0.38% | −601−4.0% | Reduced |
| Corvex Management LP | 14,500 | $3.84M | 0.13% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 14,530 | $3.85M | 0.24% | +35+0.2% | Added |
| WealthShield Partners, LLC | 14,543 | $3.85M | 0.42% | +159+1.1% | Added |
| Skopos Labs, Inc. | 14,496 | $3.86M | 0.18% | +4,131+39.9% | Added |
| Caldwell Trust Co | 14,573 | $3.86M | 0.34% | −2,430−14.3% | Reduced |
| West Michigan Advisors, LLC | 14,602 | $3.87M | 0.89% | +291+2.0% | Added |
| Hixon Zuercher, LLC | 14,722 | $3.90M | 1.18% | +396+2.8% | Added |
| NBT Bank N A | 14,995 | $3.91M | 0.25% | +426+2.9% | Added |
| Wealth Advisors of Tampa Bay, LLC | 14,856 | $3.94M | 1.36% | −925−5.9% | Reduced |
| Sandhill Capital Partners LLC | 14,886 | $3.94M | 0.28% | −1,826−10.9% | Reduced |
| Mission Wealth Management, LP | 14,895 | $3.95M | 0.08% | −2,535−14.5% | Reduced |
| Miracle Mile Advisors, LLC | 14,911 | $3.95M | 0.06% | +2,924+24.4% | Added |
| Bey-Douglas LLC | 14,915 | $3.95M | 3.17% | −324−2.1% | Reduced |
| Bailard, Inc. | 14,926 | $3.95M | 0.09% | −6,460−30.2% | Reduced |
| Fragasso Group Inc. | 14,954 | $3.96M | 0.24% | −381−2.5% | Reduced |
| Kamunting Street Capital Management, L.P. | 15,000 | $3.97M | 2.71% | +10,000+200.0% | Added |
| Eagle Strategies LLC | 15,024 | $3.98M | 0.51% | −304−2.0% | Reduced |
| Stevens Capital Management LP | 15,185 | $4.02M | 1.42% | +15,185 | New |
| First Interstate Bank | 15,266 | $4.04M | 0.22% | −35−0.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 15,282 | $4.05M | 0.69% | −1,114−6.8% | Reduced |
| Quadrant Capital Group LLC | 15,305 | $4.05M | 0.12% | −7,631−33.3% | Reduced |
| D L Carlson Investment Group Inc | 15,386 | $4.08M | 0.69% | −154−1.0% | Reduced |
| Hancock Whitney Corp | 15,491 | $4.10M | 0.07% | −1,726−10.0% | Reduced |
| Arrow Financial Corp | 15,546 | $4.12M | 0.41% | −155−1.0% | Reduced |
| Modus Advisors, LLC | 15,553 | $4.12M | 1.09% | +1,271+8.9% | Added |