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; 2,492 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
- 2,959
- +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
- 1,086 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 203 | $53.8K | 0.02% | −12−5.6% | Reduced |
| Howard Hughes Medical Institute | 205 | $54.3K | 0.03% | −1−0.5% | Reduced |
| McIlrath & Eck, LLC | 205 | $54.4K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 208 | $55.1K | 0.03% | −10,767−98.1% | Reduced |
| SWAN Capital LLC | 210 | $55.7K | 0.02% | +8+4.0% | Added |
| TD Capital Management LLC | 212 | $56.2K | 0.00% | +100+89.3% | Added |
| Noble Wealth Management PBC | 218 | $57.8K | 0.03% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 222 | $58.9K | 0.00% | +12+5.7% | Added |
| CGC Financial Services, LLC | 223 | $59.1K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 227 | $60.0K | 0.05% | −61−21.2% | Reduced |
| Spence Asset Management | 229 | $61.0K | 0.01% | +229 | New |
| Founders Capital Management | 236 | $62.5K | 0.03% | +236 | New |
| Itau Unibanco Holding S.A. | 245 | $64.9K | 0.00% | +151+160.6% | Added |
| Ares Financial Consulting, LLC | 252 | $66.8K | 0.06% | +252 | New |
| Rosenberg Matthew Hamilton | 259 | $68.6K | 0.01% | −9−3.4% | Reduced |
| True Wealth Design, LLC | 259 | $68.6K | 0.02% | +162+167.0% | Added |
| Wellington Shields & Co., LLC | 261 | $69.1K | 0.02% | −100−27.7% | Reduced |
| ZRC Wealth Management, LLC | 264 | $70.0K | 0.02% | +31+13.3% | Added |
| Stone House Investment Management, LLC | 265 | $70.1K | 0.01% | −8−2.9% | Reduced |
| Delta Asset Management LLC | 268 | $71.0K | 0.01% | +51+23.5% | Added |
| Crews Bank & Trust | 271 | $71.8K | 0.01% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 272 | $72.2K | 0.02% | +10+3.8% | Added |
| Financial Consulate, Inc | 286 | $75.8K | 0.01% | −5−1.7% | Reduced |
| UMA Financial Services, Inc. | 287 | $76.0K | 0.01% | −31−9.7% | Reduced |
| Sankala Group LLC | 401 | $78.2K | 0.06% | +401 | New |
| WPG Advisers, LLC | 297 | $78.7K | 0.06% | −66−18.2% | Reduced |
| Basepoint Wealth LLC | 302 | $80.2K | 0.05% | +302 | New |
| 1015 Capital Partners, LLC | 307 | $81.3K | 0.08% | +307 | New |
| Horizon Financial Services, LLC | 309 | $81.9K | 0.04% | −11−3.4% | Reduced |
| Lodestone Wealth Management LLC | 310 | $82.2K | 0.03% | +310 | New |
| MB, Levis & Associates, LLC | 311 | $82.4K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 314 | $83.2K | 0.01% | +126+67.0% | Added |
| Armstrong Advisory Group, Inc | 315 | $83.5K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 324 | $85.9K | 0.04% | +14+4.5% | Added |
| LFA - Lugano Financial Advisors SA | 326 | $86.4K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 327 | $86.7K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 331 | $87.7K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 332 | $88.0K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 333 | $88.4K | 0.01% | −145−30.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 338 | $89.6K | 0.05% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 340 | $90.1K | 0.03% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 341 | $90.4K | 0.01% | −28−7.6% | Reduced |
| REAP Financial Group, LLC | 345 | $91.4K | 0.02% | +108+45.6% | Added |
| First PREMIER Bank | 348 | $92.0K | 0.02% | −15−4.1% | Reduced |
| Consultiva Wealth Management, Corp. | 351 | $93.0K | 0.26% | 00.0% | Unchanged |
| Torren Management, LLC | 356 | $94.2K | 0.05% | +356 | New |
| Caldwell Sutter Capital, Inc. | 359 | $95.1K | 0.04% | +20+5.9% | Added |
| Private Wealth Management Group, LLC | 360 | $95.4K | 0.03% | −28−7.2% | Reduced |
| Meeder Asset Management Inc | 362 | $95.9K | 0.01% | −1,843−83.6% | Reduced |
| Kemnay Advisory Services Inc. | 362 | $95.9K | 0.01% | +362 | New |
| Tucker Asset Management LLC | 364 | $96.4K | 0.03% | −936−72.0% | Reduced |
| CDKV Holdings LLC | 365 | $96.7K | 0.08% | +365 | New |
| SHP Wealth Management | 368 | $97.5K | 0.01% | +368 | New |
| Wellington-Altus USA Inc. | 375 | $99.3K | 0.07% | +375 | New |
| 180 GPS Investments IC Ltd | 376 | $99.6K | 0.08% | +376 | New |
| FSA Advisors, Inc. | 37,084 | $101.5K | 0.07% | +37,084 | New |
| Evergreen Private Wealth LLC | 384 | $101.7K | 0.04% | −11−2.8% | Reduced |
| High Point Wealth Management, LLC | 388 | $102.7K | 0.10% | +388 | New |
| Cornerstone Planning Group LLC | 458 | $104.4K | 0.02% | +355+344.7% | Added |
| Atlas Capital Advisors LLC | 397 | $105.2K | 0.01% | +397 | New |
| DHJJ Financial Advisors, Ltd. | 403 | $106.7K | 0.04% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 408 | $108.2K | 0.07% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 408 | $108.2K | 0.01% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 411 | $108.9K | 0.07% | −99−19.4% | Reduced |
| Ogorek Anthony Joseph | 428 | $113.0K | 0.03% | −5−1.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 436 | $115.6K | 0.01% | −12−2.7% | Reduced |
| Arcadia Investment Management Corp | 445 | $117.9K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 445 | $117.9K | 0.12% | +248+125.9% | Added |
| Magellan Asset Management Ltd | 447 | $118.4K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 452 | $119.7K | 0.06% | +192+73.8% | Added |
| Arlington Trust Co LLC | 455 | $120.5K | 0.01% | −31−6.4% | Reduced |
| Boreal Capital Management LLC | 455 | $120.7K | 0.09% | −37−7.5% | Reduced |
| Banque de Luxembourg S.A. | 460 | $121.9K | 0.06% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 468 | $124.0K | 0.07% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 488 | $129.3K | 0.03% | +106+27.7% | Added |
| Financial Management Professionals, Inc. | 493 | $130.9K | 0.01% | +96+24.2% | Added |
| Essential Partners LLC | 498 | $131.9K | 0.04% | +219+78.5% | Added |
| Salomon & Ludwin, LLC | 518 | $132.7K | 0.01% | +42+8.8% | Added |
| 1620 Investment Advisors, Inc. | 504 | $133.7K | 0.09% | +6+1.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 509 | $134.8K | 0.07% | −58−10.2% | Reduced |
| Bravera Wealth | 511 | $135.4K | 0.07% | +511 | New |
| Vision Financial Markets LLC | 514 | $136.0K | 0.14% | +35+7.3% | Added |
| Bell Investment Advisors, Inc | 514 | $136.2K | 0.02% | +23+4.7% | Added |
| New Millennium Group LLC | 514 | $136.2K | 0.06% | +513+51,300.0% | Added |
| Mascoma Wealth Management LLC | 518 | $137.2K | 0.03% | +10+2.0% | Added |
| Osbon Capital Management LLC | 526 | $139.4K | 0.13% | +526 | New |
| Wellington Grp LLC | 531 | $140.7K | 0.05% | +531 | New |
| Private Wealth Asset Management, LLC | 541 | $143.3K | 0.02% | −9−1.6% | Reduced |
| Princeton Global Asset Management LLC | 544 | $144.1K | 0.02% | −45−7.6% | Reduced |
| Tompkins Financial Corp | 550 | $145.7K | 0.01% | −21−3.7% | Reduced |
| Bullock Wealth Management Group | 563 | $149.2K | 0.07% | −45−7.4% | Reduced |
| Sittner & Nelson, LLC | 791 | $151.4K | 0.05% | −101−11.3% | Reduced |
| State of Wyoming | 579 | $153.4K | 0.02% | −4,698−89.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 580 | $153.7K | 0.01% | +369+174.9% | Added |
| Paladin Advisory Group, LLC | 590 | $156.3K | 0.11% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 595 | $157.7K | 0.08% | +595 | New |
| Globeflex Capital L P | 600 | $158.9K | 0.02% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 600 | $159.0K | 0.00% | −800−57.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 612 | $162.2K | 0.02% | −5−0.8% | Reduced |
| Hanson & Doremus Investment Management | 615 | $163.0K | 0.02% | −39−6.0% | Reduced |