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 |
|---|---|---|---|---|---|
| Marco Investment Management LLC | 55,204 | $14.6M | 1.10% | −210−0.4% | Reduced |
| Los Angeles Capital Management LLC | 57,150 | $14.7M | 0.05% | −93,186−62.0% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 55,659 | $14.7M | 0.67% | +55,659 | New |
| Shelton Capital Management | 56,199 | $14.9M | 0.29% | +11,700+26.3% | Added |
| Platform Wealth Management, LLC | 56,240 | $14.9M | 3.96% | +56,240 | New |
| Farmers & Merchants Investments Inc | 56,630 | $15.0M | 0.41% | +5,329+10.4% | Added |
| Stonebridge Capital Advisors LLC | 56,695 | $15.0M | 1.04% | +1,555+2.8% | Added |
| Horizon Investments, LLC | 56,793 | $15.0M | 0.19% | −5,404−8.7% | Reduced |
| Umb Bank N A | 57,003 | $15.1M | 0.20% | −19,736−25.7% | Reduced |
| BLB&B Advisors, LLC | 57,027 | $15.1M | 0.63% | +3,210+6.0% | Added |
| Strategic Wealth Designers | 57,074 | $15.1M | 1.86% | −22,453−28.2% | Reduced |
| Stephens Inc | 56,808 | $15.1M | 0.19% | −10,949−16.2% | Reduced |
| Union Bancaire Privee, UBP SA | 54,922 | $15.3M | 0.25% | +47,349+625.2% | Added |
| D.A. Davidson & Co. | 57,741 | $15.3M | 0.09% | +16,238+39.1% | Added |
| Parthenon LLC | 57,805 | $15.3M | 1.65% | +57,805 | New |
| Aptus Capital Advisors, LLC | 58,295 | $15.4M | 0.13% | +13,065+28.9% | Added |
| Cresset Asset Management, LLC | 58,267 | $15.5M | 0.07% | +2,066+3.7% | Added |
| Kentucky Retirement Systems | 58,620 | $15.5M | 0.42% | 00.0% | Unchanged |
| Banque Transatlantique SA | 59,398 | $15.6M | 0.38% | −5,813−8.9% | Reduced |
| Mediolanum International Funds Ltd | 58,908 | $15.7M | 0.16% | −26,232−30.8% | Reduced |
| Private Advisor Group, LLC | 59,291 | $15.7M | 0.07% | −10,394−14.9% | Reduced |
| ARS Investment Partners, LLC | 59,345 | $15.7M | 0.92% | −5,993−9.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 69,288 | $15.7M | 0.92% | −3,320−4.6% | Reduced |
| WoodTrust Financial Corp | 59,654 | $15.8M | 1.84% | +40.0% | Added |
| Arkadios Wealth Advisors | 59,836 | $15.9M | 0.31% | +2,189+3.8% | Added |
| Mill Capital Management, LLC | 60,041 | $15.9M | 1.15% | +1,718+2.9% | Added |
| Mizuho Securities USA LLC | 69,318 | $16.0M | 0.26% | −311−0.4% | Reduced |
| HRT Financial LP | 60,520 | $16.0M | 0.05% | +60,520 | New |
| Middleton & Co Inc | 60,859 | $16.1M | 1.71% | +1,242+2.1% | Added |
| Pittenger & Anderson Inc | 61,086 | $16.2M | 0.62% | −4,924−7.5% | Reduced |
| Avanza Fonder AB | 61,144 | $16.2M | 0.41% | −4,894−7.4% | Reduced |
| McRae Capital Management Inc | 61,852 | $16.4M | 3.34% | +8,280+15.5% | Added |
| Nixon Peabody Trust Co | 62,254 | $16.5M | 1.25% | −1,465−2.3% | Reduced |
| Rokos Capital Management LLP | 62,400 | $16.5M | 0.24% | −36,010−36.6% | Reduced |
| Haverford Trust Co | 62,421 | $16.5M | 0.15% | −27,950−30.9% | Reduced |
| Simplex Trading, LLC | 62,567 | $16.6M | 0.47% | −6,938−10.0% | Reduced |
| Exchange Traded Concepts, LLC | 63,708 | $16.9M | 0.14% | +23,388+58.0% | Added |
| Trajan Wealth LLC | 64,067 | $17.0M | 0.71% | +960+1.5% | Added |
| Ancora Advisors, LLC | 64,284 | $17.0M | 0.35% | +57,983+920.2% | Added |
| North Star Asset Management Inc | 64,319 | $17.0M | 0.69% | +10,830+20.2% | Added |
| GW Henssler & Associates Ltd | 64,693 | $17.1M | 0.82% | −6,976−9.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 64,748 | $17.2M | 0.19% | −2,005−3.0% | Reduced |
| Cornerstone Advisors, LLC | 65,400 | $17.3M | 0.58% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 65,469 | $17.3M | 0.46% | +5,928+10.0% | Added |
| Parallel Advisors, LLC | 65,463 | $17.4M | 0.32% | −1,812−2.7% | Reduced |
| Dnca Finance | 65,600 | $17.4M | 1.01% | 00.0% | Unchanged |
| Adams Diversified Equity Fund, Inc. | 65,700 | $17.4M | 0.58% | +10,700+19.5% | Added |
| Beese Fulmer Investment Management, Inc. | 65,989 | $17.5M | 1.14% | −530−0.8% | Reduced |
| Beacon Pointe Advisors, LLC | 66,446 | $17.6M | 0.12% | −5,833−8.1% | Reduced |
| Atria Investments LLC | 66,479 | $17.6M | 0.20% | +2,326+3.6% | Added |
| Ceredex Value Advisors LLC | 66,547 | $17.6M | 0.53% | +66,547 | New |
| Osborne Partners Capital Management, LLC | 66,638 | $17.7M | 0.91% | +461+0.7% | Added |
| Flputnam Investment Management Co | 66,655 | $17.7M | 0.26% | −11,333−14.5% | Reduced |
| Norinchukin Bank, The | 66,910 | $17.7M | 0.21% | +3,421+5.4% | Added |
| EULAV Asset Management | 67,014 | $17.8M | 0.47% | −21,992−24.7% | Reduced |
| Dash Acquisitions Inc. | 89,034 | $17.8M | 3.70% | +27,187+44.0% | Added |
| Sit Investment Associates Inc | 68,561 | $18.2M | 0.36% | −2,979−4.2% | Reduced |
| Metis Global Partners, LLC | 68,820 | $18.2M | 0.43% | +12,643+22.5% | Added |
| Triglav Skladi, D.O.O. | 68,933 | $18.3M | 1.15% | −2,305−3.2% | Reduced |
| TD Waterhouse Canada Inc. | 69,402 | $18.4M | 0.11% | +3,150+4.8% | Added |
| Oak Associates, Ltd | 69,510 | $18.4M | 1.11% | +1,015+1.5% | Added |
| Zuckerman Investment Group, LLC | 69,543 | $18.4M | 1.64% | +41,528+148.2% | Added |
| Kestra Private Wealth Services, LLC | 69,761 | $18.5M | 0.23% | −5,747−7.6% | Reduced |
| Sava Infond d.o.o. | 69,765 | $18.5M | 2.50% | +1,780+2.6% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 70,213 | $18.6M | 1.22% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 70,432 | $18.7M | 0.38% | +7,545+12.0% | Added |
| Washington Trust Co | 70,538 | $18.7M | 0.61% | −432−0.6% | Reduced |
| Abner Herrman & Brock LLC | 70,988 | $18.8M | 1.92% | −1,574−2.2% | Reduced |
| Illinois Municipal Retirement Fund | 71,193 | $18.9M | 0.24% | +401+0.6% | Added |
| Blue Sparrow, LLC | 71,200 | $18.9M | 0.36% | +71,200 | New |
| Oppenheimer Asset Management Inc. | 71,393 | $18.9M | 0.23% | +39,141+121.4% | Added |
| One Capital Management, LLC | 71,551 | $19.0M | 0.57% | +3,571+5.3% | Added |
| GDS Wealth Management | 71,734 | $19.0M | 1.19% | +2,541+3.7% | Added |
| Pensionmark Financial Group, LLC | 72,134 | $19.1M | 0.31% | +4,329+6.4% | Added |
| Capital Group Private Client Services, Inc. | 72,474 | $19.2M | 0.31% | −3,517−4.6% | Reduced |
| Gifford Fong Associates | 73,009 | $19.3M | 3.86% | +10,000+15.9% | Added |
| Tran Capital Management, L.P. | 73,388 | $19.4M | 2.33% | −6,288−7.9% | Reduced |
| Allstate Corp | 73,599 | $19.5M | 0.27% | +38,212+108.0% | Added |
| MMBG Investment Advisors Co. | 73,716 | $19.6M | 1.65% | −5,911−7.4% | Reduced |
| Boston Common Asset Management, LLC | 74,082 | $19.6M | 1.18% | −39,885−35.0% | Reduced |
| Baker Avenue Asset Management, LP | 74,613 | $19.8M | 0.46% | +9,195+14.1% | Added |
| Mar Vista Investment Partners LLC | 74,929 | $19.8M | 1.82% | −48,756−39.4% | Reduced |
| Brinker Capital Investments, LLC | 75,427 | $20.0M | 0.15% | −3,995−5.0% | Reduced |
| Oribel Capital Management, LP | 76,300 | $20.2M | 1.97% | +76,300 | New |
| Two Sigma Advisers, LP | 76,500 | $20.3M | 0.04% | −1,237,800−94.2% | Reduced |
| Hallmark Capital Management Inc | 76,904 | $20.4M | 1.31% | −4,145−5.1% | Reduced |
| Meridiem Capital Partners LP | 78,304 | $20.7M | 1.30% | −117,519−60.0% | Reduced |
| Baader Bank INC | 78,930 | $20.9M | 1.74% | −6,876−8.0% | Reduced |
| Investment Management Corp of Ontario | 78,950 | $20.9M | 0.28% | +23,564+42.5% | Added |
| Crawford Investment Counsel Inc | 79,296 | $21.0M | 0.35% | +16,443+26.2% | Added |
| Roffman Miller Associates Inc | 79,977 | $21.2M | 1.16% | +591+0.7% | Added |
| Trust Co of Vermont | 80,197 | $21.2M | 0.89% | +7,845+10.8% | Added |
| Clearstead Advisors, LLC | 80,793 | $21.4M | 0.27% | +2,656+3.4% | Added |
| Oddo BHF Asset Management SAS | 80,856 | $21.4M | 0.80% | +37,610+87.0% | Added |
| Canada Post Corp Registered Pension Plan | 81,305 | $21.5M | 0.82% | +1,979+2.5% | Added |
| Benjamin Edwards Inc | 81,708 | $21.6M | 0.24% | +99+0.1% | Added |
| Commerce Bank | 82,950 | $22.0M | 0.12% | −84,040−50.3% | Reduced |
| Titan Investment Solutions Ltd | 83,246 | $22.1M | 2.65% | +83,246 | New |
| Dundas Partners LLP | 83,752 | $22.2M | 1.56% | −1,400−1.6% | Reduced |
| Graham Capital Management, L.P. | 83,752 | $22.2M | 0.76% | +59,220+241.4% | Added |