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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 20,475 | $5.42M | 0.20% | −1,030−4.8% | Reduced |
| Ceera Investments, LLC | 20,515 | $5.43M | 2.10% | −1,292−5.9% | Reduced |
| Oak Harvest Investment Services | 20,586 | $5.45M | 0.59% | +3,959+23.8% | Added |
| Golden State Equity Partners | 20,685 | $5.48M | 0.88% | −314−1.5% | Reduced |
| RB Capital Management, LLC | 20,818 | $5.51M | 1.12% | −485−2.3% | Reduced |
| M. Kulyk & Associates, LLC | 20,944 | $5.55M | 1.06% | +944+4.7% | Added |
| Harbor Capital Advisors, Inc. | 20,975 | $5.56M | 0.43% | −32−0.2% | Reduced |
| Ballentine Partners, LLC | 20,993 | $5.56M | 0.08% | −1,915−8.4% | Reduced |
| Venture Visionary Partners LLC | 21,030 | $5.58M | 0.18% | −1,481−6.6% | Reduced |
| Diversify Advisory Services, LLC | 24,562 | $5.58M | 0.18% | +9,920+67.8% | Added |
| Cordatus Wealth Management LLC | 21,189 | $5.61M | 1.30% | +238+1.1% | Added |
| McMillan Office, Inc. | 21,196 | $5.62M | 0.68% | +21,196 | New |
| Intesa Sanpaolo Wealth Management | 21,266 | $5.63M | 1.17% | +21,266 | New |
| Cinctive Capital Management LP | 21,317 | $5.65M | 0.33% | +21,317 | New |
| F/M Investments LLC | 21,367 | $5.66M | 0.22% | +3,871+22.1% | Added |
| Linden Thomas Advisory Services, LLC | 21,371 | $5.66M | 0.57% | −70−0.3% | Reduced |
| Signaturefd, LLC | 21,468 | $5.69M | 0.09% | −414−1.9% | Reduced |
| FourThought Financial Partners, LLC | 21,625 | $5.73M | 0.48% | +2,638+13.9% | Added |
| Revisor Wealth Management LLC | 25,609 | $5.86M | 1.57% | +466+1.9% | Added |
| Acumen Wealth Advisors, LLC | 22,247 | $5.90M | 1.70% | +22,247 | New |
| Cary Street Partners Financial LLC | 22,283 | $5.90M | 0.15% | −2,134−8.7% | Reduced |
| Thompson Investment Management, Inc. | 22,342 | $5.92M | 0.74% | +13,459+151.5% | Added |
| Ascent Group, LLC | 22,376 | $5.93M | 0.20% | −979−4.2% | Reduced |
| Peloton Wealth Strategists | 22,528 | $5.97M | 2.31% | −1,342−5.6% | Reduced |
| Cumberland Partners Ltd | 22,600 | $5.99M | 0.37% | −59,612−72.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 22,792 | $6.04M | 0.94% | +3,013+15.2% | Added |
| Dorsey & Whitney Trust CO LLC | 22,797 | $6.04M | 0.32% | +1,308+6.1% | Added |
| IFP Advisors, Inc | 23,093 | $6.12M | 0.14% | +197+0.9% | Added |
| Meridian Wealth Management, LLC | 23,109 | $6.12M | 0.22% | −2,068−8.2% | Reduced |
| Eastover Investment Advisors LLC | 23,128 | $6.13M | 2.69% | +306+1.3% | Added |
| Plimoth Trust Co LLC | 23,259 | $6.16M | 1.37% | +2,303+11.0% | Added |
| Wedbush Securities Inc | 23,442 | $6.21M | 0.18% | −823−3.4% | Reduced |
| Family Management Corp | 23,471 | $6.22M | 0.79% | −1,096−4.5% | Reduced |
| Meridian Management Co | 23,491 | $6.22M | 1.54% | +1,328+6.0% | Added |
| Johnson Investment Counsel Inc | 23,601 | $6.25M | 0.05% | −768−3.2% | Reduced |
| V-Square Quantitative Management LLC | 23,604 | $6.25M | 0.65% | −1,576−6.3% | Reduced |
| Mirova | 23,631 | $6.26M | 0.90% | −183−0.8% | Reduced |
| Mountain Hill Investment Partners Corp. | 23,771 | $6.30M | 4.51% | 00.0% | Unchanged |
| Webster Bank, N. A. | 23,810 | $6.31M | 0.59% | +2,516+11.8% | Added |
| SP Asset Management LLC | 23,825 | $6.31M | 0.50% | −154−0.6% | Reduced |
| Two Sigma Investments, LP | 23,863 | $6.32M | 0.01% | −967,525−97.6% | Reduced |
| Nomura Holdings Inc | 23,886 | $6.33M | 0.02% | −43,077−64.3% | Reduced |
| Sigma Planning Corp | 23,720 | $6.37M | 0.18% | −681−2.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 24,168 | $6.41M | 1.05% | +1,063+4.6% | Added |
| Vision Capital Management, Inc. | 24,216 | $6.42M | 0.77% | −636−2.6% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 24,187 | $6.42M | 1.26% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 24,360 | $6.45M | 1.81% | 00.0% | Unchanged |
| Central Trust Co | 24,460 | $6.48M | 0.13% | −1,550−6.0% | Reduced |
| MidFirst Bank | 24,518 | $6.50M | 0.52% | +24,518 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 24,571 | $6.51M | 0.42% | 00.0% | Unchanged |
| Spinnaker Trust | 24,581 | $6.51M | 0.35% | −121−0.5% | Reduced |
| Wahed Invest LLC | 24,586 | $6.51M | 0.86% | −914−3.6% | Reduced |
| Pioneer Trust Bank N A | 24,834 | $6.58M | 1.53% | −150−0.6% | Reduced |
| Evercore Wealth Management, LLC | 24,899 | $6.60M | 0.10% | −497−2.0% | Reduced |
| BDF-Gestion | 24,928 | $6.60M | 0.81% | −1,662−6.3% | Reduced |
| Third View Private Wealth, LLC | 25,090 | $6.65M | 0.89% | +25,090 | New |
| SummitTX Capital, L.P. | 25,158 | $6.66M | 0.20% | −2,057−7.6% | Reduced |
| Evelyn Partners Investment Management LLP | 25,171 | $6.67M | 0.18% | −354−1.4% | Reduced |
| Global Retirement Partners, LLC | 25,208 | $6.68M | 0.12% | +5,616+28.7% | Added |
| Burling Wealth Partners, LLC | 25,255 | $6.69M | 1.04% | +1,557+6.6% | Added |
| Clean Yield Group | 25,282 | $6.70M | 1.86% | +80+0.3% | Added |
| Citizens Financial Group Inc | 25,393 | $6.73M | 0.09% | −32,382−56.0% | Reduced |
| Cohen Capital Management, Inc. | 25,403 | $6.73M | 1.01% | +30+0.1% | Added |
| Everence Capital Management Inc | 25,449 | $6.74M | 0.40% | +12,179+91.8% | Added |
| Red Door Wealth Management, LLC | 25,617 | $6.79M | 0.71% | −716−2.7% | Reduced |
| MUFG Securities Americas Inc. | 25,647 | $6.79M | 0.42% | −133−0.5% | Reduced |
| Aquatic Capital Management LLC | 25,793 | $6.83M | 0.19% | −149,008−85.2% | Reduced |
| Continuum Advisory, LLC | 25,843 | $6.85M | 0.69% | +3,619+16.3% | Added |
| Securian Asset Management, Inc | 25,887 | $6.86M | 0.26% | −20,282−43.9% | Reduced |
| St Germain D J Co Inc | 25,949 | $6.87M | 0.27% | −266−1.0% | Reduced |
| Guinness Atkinson Asset Management Inc | 25,835 | $6.88M | 3.24% | +5,459+26.8% | Added |
| Jefferies Financial Group Inc. | 26,032 | $6.90M | 0.06% | +15,990+159.2% | Added |
| Neville Rodie & Shaw Inc | 26,050 | $6.90M | 0.49% | −17,803−40.6% | Reduced |
| Siren, L.L.C. | 26,100 | $6.91M | 0.21% | −4,000−13.3% | Reduced |
| Modera Wealth Management, LLC | 26,106 | $6.92M | 0.08% | −1,614−5.8% | Reduced |
| Leonteq Securities AG | 26,199 | $6.94M | 0.37% | −223,551−89.5% | Reduced |
| Deane Retirement Strategies, Inc. | 26,266 | $6.95M | 2.88% | +6,748+34.6% | Added |
| SFMG, LLC | 26,272 | $6.96M | 0.47% | +1,291+5.2% | Added |
| Niles Investment Management, LLC | 26,591 | $7.04M | 5.85% | +26,591 | New |
| Nishkama Capital, LLC | 26,780 | $7.09M | 0.96% | +26,780 | New |
| Morningstar Investment Management LLC | 26,923 | $7.13M | 0.42% | −14,471−35.0% | Reduced |
| Maytus Capital Management, LLC | 27,000 | $7.15M | 1.69% | +27,000 | New |
| Cohen Klingenstein LLC | 27,020 | $7.16M | 0.22% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 27,133 | $7.19M | 1.06% | +147+0.5% | Added |
| Altrinsic Global Advisors LLC | 27,161 | $7.20M | 0.26% | +27,161 | New |
| Occidental Asset Management, LLC | 27,192 | $7.20M | 0.87% | +1,484+5.8% | Added |
| Lee Danner & Bass Inc | 27,207 | $7.21M | 0.52% | +820+3.1% | Added |
| 1248 Management, LLC | 27,181 | $7.21M | 3.86% | +22,071+431.9% | Added |
| Gibraltar Capital Management, Inc. | 27,245 | $7.22M | 1.23% | −100.0% | Reduced |
| Knollwood Investment Advisory, LLC | 27,312 | $7.24M | 0.68% | −127−0.5% | Reduced |
| VGI Partners Ltd | 27,314 | $7.24M | 0.42% | −116−0.4% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 27,366 | $7.25M | 1.18% | +7,361+36.8% | Added |
| First Nebraska Trust Co | 27,656 | $7.33M | 0.67% | −355−1.3% | Reduced |
| Fortis Capital Management LLC | 27,665 | $7.33M | 0.97% | +1,459+5.6% | Added |
| Thames Capital Management LLC | 27,755 | $7.35M | 1.07% | −4,940−15.1% | Reduced |
| Robinhood Asset Management, LLC | 27,802 | $7.37M | 0.59% | +27,802 | New |
| RSM US Wealth Management LLC | 27,733 | $7.37M | 0.09% | −15,125−35.3% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 27,915 | $7.39M | 0.73% | −7,307−20.7% | Reduced |
| Siemens Fonds Invest GmbH | 27,821 | $7.40M | 0.39% | +3,212+13.1% | Added |
| Ashton Thomas Private Wealth, LLC | 27,911 | $7.41M | 0.18% | −2,200−7.3% | Reduced |