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 |
|---|---|---|---|---|---|
| Mark Asset Management LP | 38,023 | $10.1M | 1.13% | +38,023 | New |
| Amica Mutual Insurance Co | 38,152 | $10.1M | 0.88% | 00.0% | Unchanged |
| Iyo Bank, Ltd. | 38,157 | $10.1M | 3.23% | +15,466+68.2% | Added |
| Annex Advisory Services, LLC | 38,165 | $10.1M | 0.19% | −105,947−73.5% | Reduced |
| Factory Mutual Insurance Co | 38,300 | $10.1M | 0.10% | −13,500−26.1% | Reduced |
| Blue Zone Wealth Advisors, LLC | 38,347 | $10.2M | 1.94% | +212+0.6% | Added |
| Exane Asset Management | 33,156 | $10.3M | 2.17% | +33,156 | New |
| Chesley Taft & Associates LLC | 38,988 | $10.3M | 0.41% | +1,407+3.7% | Added |
| HB Wealth Management, LLC | 39,216 | $10.4M | 0.07% | −2,385−5.7% | Reduced |
| Groupama Asset Managment | 39,399 | $10.4M | 0.15% | +825+2.1% | Added |
| Banque Cantonale Vaudoise | 39,501 | $10.5M | 0.37% | −2,104−5.1% | Reduced |
| Evergreen Capital Management LLC | 39,453 | $10.5M | 0.23% | +3,867+10.9% | Added |
| Bradley Foster & Sargent Inc | 39,578 | $10.5M | 0.15% | −6,612−14.3% | Reduced |
| Hantz Financial Services, Inc. | 39,619 | $10.5M | 0.15% | +6,415+19.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 40,186 | $10.6M | 0.27% | −775−1.9% | Reduced |
| Picton Mahoney Asset Management | 40,197 | $10.6M | 0.12% | +40,197 | New |
| Nemes Rush Group LLC | 40,302 | $10.7M | 1.01% | −224−0.6% | Reduced |
| Motco | 40,682 | $10.8M | 0.98% | −422−1.0% | Reduced |
| Atlantic Union Bankshares Corp | 40,904 | $10.8M | 0.20% | −3,648−8.2% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 40,984 | $10.9M | 2.51% | −1,623−3.8% | Reduced |
| Wealthspire Advisors, LLC | 40,984 | $10.9M | 0.09% | +32,997+413.1% | Added |
| Quilter Plc | 41,255 | $10.9M | 0.18% | −35,912−46.5% | Reduced |
| Advisory Services Network, LLC | 41,284 | $10.9M | 0.15% | −7,356−15.1% | Reduced |
| Principal Securities, Inc. | 41,550 | $11.0M | 0.17% | +4,858+13.2% | Added |
| Cantor Fitzgerald, L. P. | 41,565 | $11.0M | 0.33% | +17,000+69.2% | Added |
| Interval Partners, LP | 41,627 | $11.0M | 0.26% | +41,627 | New |
| DuPont Capital Management Corp | 41,808 | $11.1M | 1.25% | +2,375+6.0% | Added |
| Bulltick Wealth Management, LLC | 42,494 | $11.3M | 2.40% | +456+1.1% | Added |
| Stratos Wealth Advisors, LLC | 42,724 | $11.3M | 0.55% | +3,624+9.3% | Added |
| S-Bank Fund Management Ltd | 42,913 | $11.4M | 1.47% | +22,642+111.7% | Added |
| Fiduciary Trust Co | 43,233 | $11.5M | 0.13% | −3,543−7.6% | Reduced |
| Concentric Capital Strategies, LP | 43,401 | $11.5M | 0.60% | +43,401 | New |
| Pallas Capital Advisors LLC | 43,560 | $11.5M | 0.38% | +3,169+7.8% | Added |
| HighPoint Advisor Group LLC | 43,597 | $11.5M | 0.25% | +14,126+47.9% | Added |
| New Mexico Educational Retirement Board | 44,086 | $11.7M | 0.35% | +700+1.6% | Added |
| Osmosis Investment Management UK Ltd | 44,093 | $11.7M | 0.29% | +44,093 | New |
| Envestnet Portfolio Solutions, Inc. | 44,446 | $11.8M | 0.04% | +19,671+79.4% | Added |
| Caisse des Depots Et Consignations | 44,636 | $11.8M | 0.27% | +869+2.0% | Added |
| Allworth Financial LP | 44,701 | $11.8M | 0.05% | −1,704−3.7% | Reduced |
| Invenomic Capital Management LP | 44,710 | $11.8M | 0.57% | −1,017−2.2% | Reduced |
| Montaka Global Pty Ltd | 44,751 | $11.9M | 5.61% | +44,751 | New |
| Westchester Capital Management, Inc. | 45,261 | $12.0M | 2.48% | +1,036+2.3% | Added |
| Laird Norton Trust Company, LLC | 45,315 | $12.0M | 0.25% | +45,315 | New |
| Univest Financial Corp | 45,476 | $12.0M | 0.64% | −13,771−23.2% | Reduced |
| Edentree Asset Management Ltd | 45,598 | $12.1M | 3.70% | −10,430−18.6% | Reduced |
| Coldstream Capital Management Inc | 46,183 | $12.2M | 0.16% | +2,671+6.1% | Added |
| CX Institutional | 46,434 | $12.3M | 0.37% | +3,248+7.5% | Added |
| Maryland State Retirement & Pension System | 46,558 | $12.3M | 0.25% | +100+0.2% | Added |
| Madison Asset Management, LLC | 46,599 | $12.3M | 0.14% | +46,599 | New |
| Sienna Gestion | 46,796 | $12.4M | 0.75% | −1,932−4.0% | Reduced |
| Maxi Investments CY Ltd | 47,010 | $12.5M | 2.26% | +1,800+4.0% | Added |
| Equitable Trust Co | 47,028 | $12.5M | 0.56% | +8,385+21.7% | Added |
| Foyston, Gordon, & Payne Inc | 47,107 | $12.5M | 2.72% | +29,689+170.5% | Added |
| Prime Capital Investment Advisors, LLC | 47,135 | $12.5M | 0.15% | −7,457−13.7% | Reduced |
| Perigon Wealth Management, LLC | 47,294 | $12.5M | 0.22% | −866−1.8% | Reduced |
| Exencial Wealth Advisors, LLC | 47,513 | $12.6M | 0.40% | −2,631−5.2% | Reduced |
| Channing Capital Management, LLC | 47,989 | $12.7M | 0.33% | +4,262+9.7% | Added |
| Gulf International Bank (UK) Ltd | 48,163 | $12.8M | 0.41% | +87+0.2% | Added |
| Bragg Financial Advisors, Inc | 48,220 | $12.8M | 0.42% | +2,857+6.3% | Added |
| Lockheed Martin Investment Management Co | 48,300 | $12.8M | 0.43% | +17,250+55.6% | Added |
| LVM Capital Management Ltd | 48,551 | $12.9M | 1.19% | +143+0.3% | Added |
| Louisiana State Employees Retirement System | 48,600 | $12.9M | 0.22% | −1,600−3.2% | Reduced |
| LMR Partners LLP | 48,800 | $12.9M | 0.12% | +31,766+186.5% | Added |
| Shufro Rose & Co LLC | 48,929 | $13.0M | 0.88% | −2,374−4.6% | Reduced |
| Adviser Investments LLC | 48,973 | $13.0M | 0.14% | −640−1.3% | Reduced |
| Marks Group Wealth Management, Inc | 49,177 | $13.0M | 1.25% | +11,897+31.9% | Added |
| Concurrent Investment Advisors, LLC | 75,256 | $13.1M | 0.15% | +12,523+20.0% | Added |
| Alight Capital Management LP | 49,500 | $13.1M | 3.51% | +14,500+41.4% | Added |
| RPG Investment Advisory, LLC | 49,503 | $13.1M | 1.49% | +55+0.1% | Added |
| Oppenheimer & Co Inc | 49,637 | $13.1M | 0.19% | −2,647−5.1% | Reduced |
| River Road Asset Management, LLC | 49,678 | $13.2M | 0.14% | −1,749−3.4% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 49,769 | $13.2M | 0.19% | 00.0% | Unchanged |
| Bokf, NA | 49,981 | $13.2M | 0.20% | −4,672−8.5% | Reduced |
| Mirae Asset Securities (USA) Inc. | 50,123 | $13.3M | 0.53% | +37,794+306.5% | Added |
| Copeland Capital Management, LLC | 50,540 | $13.4M | 0.30% | −1,796−3.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 50,793 | $13.5M | 1.07% | +364+0.7% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 50,942 | $13.5M | 0.09% | −25,071−33.0% | Reduced |
| Summit Trail Advisors, LLC | 50,992 | $13.5M | 0.23% | +1,945+4.0% | Added |
| Kingsview Wealth Management, LLC | 51,240 | $13.6M | 0.20% | +4,310+9.2% | Added |
| Allianz SE | 51,666 | $13.7M | 0.18% | +1,815+3.6% | Added |
| Employees Retirement System of Texas | 51,715 | $13.7M | 0.11% | +12,642+32.4% | Added |
| Jasper Ridge Partners, L.P. | 51,894 | $13.7M | 0.30% | 00.0% | Unchanged |
| Berkley W R Corp | 51,900 | $13.7M | 0.77% | +51,900 | New |
| Grimes & Company, Inc. | 51,949 | $13.8M | 0.33% | −2,971−5.4% | Reduced |
| Lyell Wealth Management, LP | 52,094 | $13.8M | 1.00% | −6,821−11.6% | Reduced |
| Nikko Asset Management Americas, Inc. | 52,104 | $13.8M | 0.16% | −25,697−33.0% | Reduced |
| Paragon Capital Management Ltd | 52,139 | $13.8M | 2.75% | −23,442−31.0% | Reduced |
| Connors Investor Services Inc | 52,680 | $13.9M | 1.20% | −3,534−6.3% | Reduced |
| Tocqueville Asset Management L.P. | 52,736 | $14.0M | 0.20% | −31,992−37.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 52,750 | $14.0M | 0.60% | +16,700+46.3% | Added |
| Atom Investors LP | 52,870 | $14.0M | 1.11% | +22,655+75.0% | Added |
| Goodman Financial Corp | 53,398 | $14.1M | 2.68% | +1,867+3.6% | Added |
| LGT Group Foundation | 53,367 | $14.2M | 0.15% | +1,704+3.3% | Added |
| TenCore Partners, LP | 53,913 | $14.3M | 7.30% | +9,300+20.8% | Added |
| First National Bank of Omaha | 53,999 | $14.3M | 0.42% | +53,999 | New |
| Prospera Financial Services Inc | 54,526 | $14.4M | 0.24% | +5,092+10.3% | Added |
| Gateway Investment Advisers LLC | 54,879 | $14.5M | 0.14% | +667+1.2% | Added |
| Hartford Investment Management Co | 54,979 | $14.6M | 0.44% | −1,014−1.8% | Reduced |
| TCG Advisory Services, LLC | 55,037 | $14.6M | 0.40% | +184+0.3% | Added |
| Lighthouse Investment Partners, LLC | 55,124 | $14.6M | 0.49% | +5,381+10.8% | Added |