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 |
|---|---|---|---|---|---|
| Meyer Handelman Co | 28,216 | $7.47M | 0.23% | −280−1.0% | Reduced |
| LGT Fund Management Co Ltd. | 28,272 | $7.52M | 0.59% | −71,675−71.7% | Reduced |
| Brown Brothers Harriman & Co | 28,494 | $7.55M | 0.04% | +4,704+19.8% | Added |
| Snowden Capital Advisors LLC | 28,584 | $7.58M | 0.20% | −1,117−3.8% | Reduced |
| Apollon Wealth Management, LLC | 28,749 | $7.62M | 0.13% | +653+2.3% | Added |
| Sompo Asset Management Co., Ltd. | 28,911 | $7.66M | 1.31% | −970−3.2% | Reduced |
| William Blair Investment Management, LLC | 28,947 | $7.67M | 0.02% | −539,419−94.9% | Reduced |
| Marietta Wealth Management, LLC | 29,241 | $7.75M | 0.90% | +1,380+5.0% | Added |
| Advisors Capital Management, LLC | 29,339 | $7.77M | 0.09% | +327+1.1% | Added |
| Jennison Associates LLC | 29,447 | $7.80M | 0.00% | −290,640−90.8% | Reduced |
| Strategic Planning Group, LLC | 29,479 | $7.81M | 1.01% | +2,541+9.4% | Added |
| Sand Hill Global Advisors, LLC | 29,569 | $7.83M | 0.27% | −245−0.8% | Reduced |
| Whittier Trust Co | 29,913 | $7.86M | 0.09% | −4,022−11.9% | Reduced |
| New Age Alpha Advisors, LLC | 29,957 | $7.94M | 0.34% | −20,963−41.2% | Reduced |
| Shikiar Asset Management Inc | 29,967 | $7.94M | 1.98% | +29,967 | New |
| General American Investors Co Inc | 30,000 | $7.95M | 0.49% | −10,000−25.0% | Reduced |
| Bryn Mawr Trust Co | 30,155 | $7.99M | 0.19% | −677−2.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 30,419 | $8.06M | 0.09% | −51−0.2% | Reduced |
| KMG Fiduciary Partners, LLC | 30,489 | $8.08M | 0.57% | −14,933−32.9% | Reduced |
| Intact Investment Management Inc. | 30,900 | $8.19M | 0.24% | −300−1.0% | Reduced |
| Valeo Financial Advisors, LLC | 30,963 | $8.20M | 0.18% | −2,889−8.5% | Reduced |
| Keybank National Association | 31,006 | $8.21M | 0.03% | +717+2.4% | Added |
| Northstar Asset Management Inc | 31,084 | $8.23M | 2.13% | −1,887−5.7% | Reduced |
| Intesa Sanpaolo S.p.A. | 30,992 | $8.24M | 0.53% | +30,992 | New |
| Vise Technologies, Inc. | 31,130 | $8.25M | 0.16% | +5,829+23.0% | Added |
| Argent Trust Co | 31,267 | $8.28M | 0.28% | +3,131+11.1% | Added |
| Louisbourg Investments Inc. | 39,198 | $8.29M | 1.65% | +2,396+6.5% | Added |
| Harvey Capital Management Inc | 31,489 | $8.34M | 1.78% | −1,132−3.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 31,509 | $8.35M | 0.92% | −4,172−11.7% | Reduced |
| Davenport & Co LLC | 31,519 | $8.35M | 0.05% | −2,878−8.4% | Reduced |
| Park Avenue Securities LLC | 31,625 | $8.38M | 0.07% | +2,635+9.1% | Added |
| CastleKnight Management LP | 31,900 | $8.45M | 0.48% | −9,900−23.7% | Reduced |
| Kempen Capital Management N.V. | 31,921 | $8.46M | 0.07% | −13,115−29.1% | Reduced |
| Dillon & Associates Inc | 31,949 | $8.47M | 1.09% | +1,382+4.5% | Added |
| CFM Wealth Partners LLC | 31,959 | $8.47M | 1.22% | −3,119−8.9% | Reduced |
| Fundamentun, LLC | 31,959 | $8.47M | 0.34% | +985+3.2% | Added |
| J. L. Bainbridge & Co., Inc. | 31,995 | $8.48M | 0.69% | −27,808−46.5% | Reduced |
| North Dakota State Investment Board | 32,000 | $8.48M | 0.32% | +32,000 | New |
| Harvest Fund Management Co., Ltd | 32,097 | $8.50M | 0.32% | +17,861+125.5% | Added |
| Callan Family Office, LLC | 32,100 | $8.50M | 0.18% | +16,671+108.0% | Added |
| Philadelphia Trust Co | 32,142 | $8.52M | 0.59% | −952−2.9% | Reduced |
| Empirical Finance, LLC | 32,301 | $8.56M | 0.41% | −1,443−4.3% | Reduced |
| Wormser Freres Gestion | 32,381 | $8.58M | 4.88% | +1,344+4.3% | Added |
| CAPROCK Group, Inc. | 32,346 | $8.58M | 0.18% | −10,630−24.7% | Reduced |
| Ally Financial Inc. | 32,500 | $8.61M | 1.05% | +5,000+18.2% | Added |
| Sawgrass Asset Management LLC | 32,545 | $8.62M | 1.08% | −7,552−18.8% | Reduced |
| Stratos Wealth Partners, LTD. | 32,649 | $8.65M | 0.10% | −1,211−3.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 32,679 | $8.66M | 2.18% | −1,241−3.7% | Reduced |
| 71 West Capital Partners | 32,946 | $8.73M | 0.40% | +32,946 | New |
| Ardsley Advisory Partners LP | 33,000 | $8.73M | 1.11% | +27,000+450.0% | Added |
| River Wealth Advisors LLC | 33,221 | $8.80M | 0.99% | +364+1.1% | Added |
| Merit Financial Group, LLC | 33,229 | $8.80M | 0.07% | +4,634+16.2% | Added |
| Everest Financial Group LLC | 33,250 | $8.81M | 1.97% | +33,250 | New |
| Profund Advisors LLC | 33,277 | $8.82M | 0.27% | −6,764−16.9% | Reduced |
| Kinneret Advisory, LLC | 33,306 | $8.84M | 0.75% | −911−2.7% | Reduced |
| Hamilton Point Investment Advisors, LLC | 33,408 | $8.86M | 1.35% | +18+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 33,639 | $8.91M | 0.12% | +22,165+193.2% | Added |
| Adell Harriman & Carpenter Inc | 33,924 | $8.99M | 0.54% | +332+1.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 34,366 | $9.10M | 0.52% | −6,927−16.8% | Reduced |
| Advisors Asset Management, Inc. | 34,388 | $9.11M | 0.15% | +3,313+10.7% | Added |
| ICICI Prudential Asset Management Co Ltd | 34,495 | $9.14M | 1.07% | +4,000+13.1% | Added |
| Tower Research Capital LLC (TRC) | 34,499 | $9.14M | 0.22% | −6,291−15.4% | Reduced |
| Daymark Wealth Partners, LLC | 34,573 | $9.16M | 0.29% | −57,799−62.6% | Reduced |
| Bank of Nova Scotia Trust Co | 34,603 | $9.17M | 0.80% | −288−0.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 34,670 | $9.18M | 0.47% | +8,696+33.5% | Added |
| Heron Bay Capital Management | 34,727 | $9.20M | 1.75% | −1,147−3.2% | Reduced |
| Sendero Wealth Management, LLC | 34,963 | $9.26M | 1.03% | +3,984+12.9% | Added |
| Phoenix Holdings Ltd. | 34,929 | $9.27M | 0.10% | −3,911−10.1% | Reduced |
| Quattro Financial Advisors LLC | 35,000 | $9.27M | 2.77% | +10,000+40.0% | Added |
| Bessemer Group Inc | 35,032 | $9.28M | 0.01% | +2,421+7.4% | Added |
| Chicago Capital, LLC | 35,046 | $9.28M | 0.23% | −7,921−18.4% | Reduced |
| MAI Capital Management | 35,156 | $9.31M | 0.05% | −1,420−3.9% | Reduced |
| Novare Capital Management LLC | 35,245 | $9.34M | 0.70% | +623+1.8% | Added |
| Equitable Holdings, Inc. | 35,374 | $9.37M | 0.06% | −1,689−4.6% | Reduced |
| Independent Advisor Alliance | 35,492 | $9.40M | 0.23% | −7,634−17.7% | Reduced |
| Pinnacle Associates Ltd | 35,747 | $9.47M | 0.12% | −333−0.9% | Reduced |
| Lazard Freres Gestion S.A.S. | 35,854 | $9.50M | 0.17% | −2,744−7.1% | Reduced |
| Plato Investment Management Ltd | 35,749 | $9.52M | 0.62% | −998−2.7% | Reduced |
| Level Four Advisory Services, LLC | 36,165 | $9.58M | 0.31% | +4,345+13.7% | Added |
| Great Valley Advisor Group, Inc. | 36,322 | $9.62M | 0.18% | +3,237+9.8% | Added |
| ABN AMRO Bank N.V. | 36,494 | $9.64M | 0.09% | −50,128−57.9% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 36,318 | $9.66M | 0.92% | +468+1.3% | Added |
| Farther Finance Advisors, LLC | 36,465 | $9.66M | 0.10% | +10,572+40.8% | Added |
| Bleakley Financial Group, LLC | 36,531 | $9.68M | 0.17% | +1,320+3.7% | Added |
| Callahan Advisors, LLC | 36,637 | $9.71M | 0.80% | −3,782−9.4% | Reduced |
| Massmutual Trust Co FSB | 36,833 | $9.76M | 0.25% | −266−0.7% | Reduced |
| We Are One Seven, LLC | 37,186 | $9.85M | 0.20% | +13,476+56.8% | Added |
| Dakota Wealth Management | 37,196 | $9.85M | 0.18% | +3,826+11.5% | Added |
| CMH Wealth Management LLC | 37,208 | $9.87M | 2.11% | +10,102+37.3% | Added |
| Zweig-DiMenna Associates LLC | 37,258 | $9.87M | 0.70% | 00.0% | Unchanged |
| Simmons Bank | 37,331 | $9.89M | 0.66% | +1,144+3.2% | Added |
| Compass Capital Management, Inc | 37,587 | $9.96M | 0.55% | −5,172−12.1% | Reduced |
| Albion Financial Group | 37,622 | $9.97M | 0.62% | −8,596−18.6% | Reduced |
| Moors & Cabot, Inc. | 37,733 | $10.0M | 0.43% | −1,309−3.4% | Reduced |
| Azimuth Capital Investment Management LLC | 37,780 | $10.0M | 0.36% | −2,118−5.3% | Reduced |
| Moran Wealth Management, LLC | 37,797 | $10.0M | 0.31% | −1,999−5.0% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 37,862 | $10.0M | 0.44% | +2,088+5.8% | Added |
| WCG Wealth Advisors LLC | 37,904 | $10.0M | 0.28% | +17,899+89.5% | Added |
| Jacobs & Co | 37,978 | $10.1M | 0.95% | +1,045+2.8% | Added |
| EFG International AG | 38,007 | $10.1M | 0.19% | +38,007 | New |