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 |
|---|---|---|---|---|---|
| Peapack Gladstone Financial Corp | 15,592 | $4.13M | 0.05% | +1,975+14.5% | Added |
| South State Corp. | 15,619 | $4.14M | 0.19% | −873−5.3% | Reduced |
| Systematic Alpha Investments, LLC | 15,624 | $4.14M | 0.13% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 15,656 | $4.15M | 1.25% | +2,764+21.4% | Added |
| Sterling Capital Management LLC | 15,657 | $4.15M | 0.07% | −1,223−7.2% | Reduced |
| Greater Midwest Financial Group, LLC | 15,693 | $4.16M | 2.32% | −1,125−6.7% | Reduced |
| Condor Capital Management | 15,703 | $4.16M | 0.34% | −283−1.8% | Reduced |
| Hillsdale Investment Management Inc. | 15,704 | $4.16M | 0.11% | −6,835−30.3% | Reduced |
| Means Investment Co., Inc. | 15,730 | $4.17M | 0.35% | −1,982−11.2% | Reduced |
| Meeder Advisory Services, Inc. | 15,810 | $4.19M | 0.18% | +158+1.0% | Added |
| GAMMA Investing LLC | 15,888 | $4.21M | 0.21% | +1,703+12.0% | Added |
| Arlington Financial Advisors, LLC | 15,936 | $4.22M | 0.60% | −182−1.1% | Reduced |
| Sepio Capital, LP | 15,937 | $4.22M | 0.23% | +826+5.5% | Added |
| Twin Tree Management, LP | 15,943 | $4.22M | 0.43% | −7,040−30.6% | Reduced |
| Centaurus Financial, Inc. | 15,983 | $4.23M | 0.19% | −2,171−12.0% | Reduced |
| Ostrum Asset Management | 15,989 | $4.24M | 0.20% | −3,028−15.9% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $4.24M | 1.14% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 16,182 | $4.29M | 0.85% | −648−3.9% | Reduced |
| AMG National Trust Bank | 16,235 | $4.30M | 0.10% | +8,268+103.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,241 | $4.30M | 0.13% | +465+2.9% | Added |
| Boston Partners | 16,281 | $4.31M | 0.00% | −21,208−56.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 16,449 | $4.32M | 0.09% | −1,665−9.2% | Reduced |
| Parsons Capital Management Inc | 16,361 | $4.33M | 0.24% | −339−2.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 16,351 | $4.34M | 1.44% | +140+0.9% | Added |
| Azzad Asset Management Inc | 16,462 | $4.36M | 0.43% | +420+2.6% | Added |
| Joseph Group Capital Management | 16,535 | $4.38M | 1.15% | +683+4.3% | Added |
| Torrey Growth & Income Advisors | 16,540 | $4.38M | 1.52% | −4,019−19.5% | Reduced |
| Secure Asset Management, LLC | 16,648 | $4.41M | 0.69% | +59+0.4% | Added |
| Allen Investment Management LLC | 16,653 | $4.41M | 0.05% | +9,680+138.8% | Added |
| Hills Bank & Trust Co | 16,704 | $4.43M | 0.26% | −566−3.3% | Reduced |
| CCM Investment Advisers LLC | 16,705 | $4.43M | 0.42% | −3,619−17.8% | Reduced |
| Smartleaf Asset Management LLC | 16,797 | $4.47M | 0.17% | +7,252+76.0% | Added |
| Journey Retirement Planning & Investment Management LLC | 16,864 | $4.47M | 0.92% | +16,864 | New |
| Sagespring Wealth Partners, LLC | 16,865 | $4.47M | 0.08% | +1,030+6.5% | Added |
| Diversified Trust Co | 16,895 | $4.48M | 0.08% | −2,645−13.5% | Reduced |
| Partners Capital Investment Group, LLP | 16,907 | $4.48M | 0.17% | +3,832+29.3% | Added |
| Inspire Trust Co, N.A. | 17,013 | $4.51M | 0.74% | +1,913+12.7% | Added |
| Optas, LLC | 17,234 | $4.57M | 0.71% | +1,086+6.7% | Added |
| Fifth Third Wealth Advisors LLC | 17,289 | $4.58M | 0.16% | −471−2.7% | Reduced |
| Dynamic Advisor Solutions LLC | 17,355 | $4.60M | 0.15% | −2,126−10.9% | Reduced |
| Linscomb & Williams, Inc. | 17,360 | $4.60M | 0.19% | +172+1.0% | Added |
| SFE Investment Counsel | 17,394 | $4.61M | 0.72% | +7,871+82.7% | Added |
| Zevenbergen Capital Investments LLC | 17,400 | $4.61M | 0.10% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 17,420 | $4.61M | 0.22% | +5,056+40.9% | Added |
| Resources Investment Advisors, LLC. | 17,446 | $4.62M | 0.05% | +4,425+34.0% | Added |
| Prana Capital Management, LP | 17,450 | $4.62M | 0.17% | +12,956+288.3% | Added |
| Integrated Wealth Concepts LLC | 17,479 | $4.63M | 0.06% | −5,880−25.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 17,490 | $4.63M | 1.75% | +2,440+16.2% | Added |
| Bank Hapoalim BM | 17,502 | $4.64M | 0.40% | −412−2.3% | Reduced |
| Pegasus Asset Management, Inc. | 17,510 | $4.64M | 1.43% | +499+2.9% | Added |
| Connable Office Inc | 17,612 | $4.67M | 0.43% | +8,243+88.0% | Added |
| Tema ETFs LLC | 17,659 | $4.68M | 0.36% | −52−0.3% | Reduced |
| RBA Wealth Management, LLC | 17,673 | $4.68M | 1.59% | +214+1.2% | Added |
| First National Trust Co | 17,684 | $4.68M | 0.16% | −6,936−28.2% | Reduced |
| Garde Capital, Inc. | 17,691 | $4.69M | 0.28% | +1,475+9.1% | Added |
| Atomi Financial Group, Inc. | 17,781 | $4.71M | 0.14% | +135+0.8% | Added |
| Roberts Wealth Advisors, LLC | 17,781 | $4.71M | 1.23% | +1,011+6.0% | Added |
| VestGen Advisors, LLC | 17,807 | $4.72M | 0.20% | +556+3.2% | Added |
| Vickerman Investment Advisors, Inc. | 18,102 | $4.80M | 0.96% | −109−0.6% | Reduced |
| Iowa State Bank | 18,191 | $4.82M | 0.90% | −1,255−6.5% | Reduced |
| Summit Financial, LLC | 18,170 | $4.82M | 0.07% | −7,381−28.9% | Reduced |
| Geneos Wealth Management Inc. | 18,267 | $4.84M | 0.12% | +919+5.3% | Added |
| Private Wealth Partners, LLC | 18,389 | $4.87M | 0.35% | −1,290−6.6% | Reduced |
| Whalerock Point Partners, LLC | 18,550 | $4.91M | 0.93% | −510−2.7% | Reduced |
| Asio Capital, LLC | 18,618 | $4.93M | 0.70% | +374+2.0% | Added |
| Jericho Financial, LLP | 18,655 | $4.94M | 2.98% | +14+0.1% | Added |
| Vestcor Inc | 18,696 | $4.95M | 0.14% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 21,209 | $4.95M | 1.55% | −798−3.6% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 18,739 | $4.96M | 0.35% | +3,207+20.6% | Added |
| Evolve Private Wealth, LLC | 18,786 | $4.98M | 0.30% | +18,786 | New |
| Smithbridge Asset Management Inc | 18,903 | $5.01M | 0.43% | −128−0.7% | Reduced |
| Zions Bancorporation, National Association | 18,946 | $5.02M | 0.23% | −188−1.0% | Reduced |
| Quinn Opportunity Partners LLC | 19,000 | $5.03M | 0.22% | 00.0% | Unchanged |
| Wedmont Private Capital | 18,962 | $5.05M | 0.18% | +3,565+23.2% | Added |
| AlTi Global, Inc. | 19,037 | $5.05M | 0.11% | +243+1.3% | Added |
| Essex Investment Management Co LLC | 19,080 | $5.05M | 0.77% | −342−1.8% | Reduced |
| Timber Creek Capital Management LLC | 19,097 | $5.06M | 1.18% | +1,159+6.5% | Added |
| Diversify Wealth Management, LLC | 21,025 | $5.07M | 0.24% | −9,716−31.6% | Reduced |
| SBI Securities Co., Ltd. | 19,174 | $5.08M | 0.13% | +1,690+9.7% | Added |
| Sawyer & Company, Inc | 19,276 | $5.11M | 1.81% | −121−0.6% | Reduced |
| Consolidated Investment Group LLC | 19,325 | $5.12M | 0.61% | 00.0% | Unchanged |
| Alps Advisors Inc | 19,540 | $5.18M | 0.03% | −1,915−8.9% | Reduced |
| FORA Capital, LLC | 23,702 | $5.18M | 0.63% | −8,026−25.3% | Reduced |
| Global X Japan Co., Ltd. | 19,710 | $5.22M | 0.40% | +14,430+273.3% | Added |
| Hudson Capital Management LLC | 19,725 | $5.23M | 1.31% | +1,132+6.1% | Added |
| Petredis Investment Advisors LLC | 19,733 | $5.23M | 0.41% | −257−1.3% | Reduced |
| Stamos Capital Partners, L.P. | 19,734 | $5.23M | 0.84% | +1,527+8.4% | Added |
| Independent Financial Group, LLC | 19,747 | $5.23M | 0.12% | −58−0.3% | Reduced |
| Marathon Wealth Advisors LLC | 19,760 | $5.23M | 2.08% | +19,760 | New |
| Capital Analysts, LLC | 19,872 | $5.26M | 0.15% | +673+3.5% | Added |
| Bouvel Investment Partners, LLC | 19,905 | $5.27M | 1.52% | +327+1.7% | Added |
| Conning Inc. | 19,977 | $5.29M | 0.18% | +84+0.4% | Added |
| First Financial Bank - Trust Division | 20,011 | $5.30M | 0.44% | −558−2.7% | Reduced |
| Parus Finance (UK) Ltd | 20,123 | $5.33M | 1.40% | −210−1.0% | Reduced |
| Caxton Associates LLP | 20,153 | $5.34M | 0.11% | +18,295+984.7% | Added |
| YHB Investment Advisors, Inc. | 20,221 | $5.36M | 0.37% | −1,491−6.9% | Reduced |
| Quantitative Investment Management, LLC | 20,274 | $5.37M | 0.52% | +9,323+85.1% | Added |
| Naples Global Advisors, LLC | 20,274 | $5.38M | 0.40% | +2,013+11.0% | Added |
| Meridian Wealth Advisors, LLC | 20,321 | $5.38M | 0.75% | −827−3.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 20,364 | $5.39M | 0.22% | −2,196−9.7% | Reduced |