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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 860 | $228.1K | 0.01% | −185−17.7% | Reduced |
| Coastal Investment Advisors, Inc. | 865 | $229.0K | 0.08% | +865 | New |
| Stenger Family Office, LLC | 865 | $229.1K | 0.05% | −13−1.5% | Reduced |
| Greenwood Gearhart Inc | 867 | $229.6K | 0.01% | +867 | New |
| GreatBanc Trust CO | 870 | $230.5K | 0.16% | −25−2.8% | Reduced |
| Global Trust Asset Management, LLC | 871 | $230.6K | 0.09% | −482−35.6% | Reduced |
| Financial Insights, Inc. | 872 | $231.0K | 0.08% | −164−15.8% | Reduced |
| Vivaldi Capital Management, LLC | 872 | $231.0K | 0.03% | −8−0.9% | Reduced |
| Gleason Group, Inc. | 874 | $231.5K | 0.02% | +874 | New |
| Knightsbridge Asset Management, LLC | 876 | $232.1K | 0.04% | +876 | New |
| Kavar Capital Partners Group, LLC | 879 | $232.9K | 0.03% | +18+2.1% | Added |
| Clifford Group, LLC | 885 | $234.4K | 0.18% | −32−3.5% | Reduced |
| RWM Asset Management, LLC | 1,022 | $234.4K | 0.03% | +173+20.4% | Added |
| Keystone Financial Group | 890 | $235.8K | 0.02% | +890 | New |
| Jag Capital Management, LLC | 891 | $236.0K | 0.03% | −386−30.2% | Reduced |
| Bogart Wealth, LLC | 892 | $236.4K | 0.01% | −58,894−98.5% | Reduced |
| Rialto Wealth Management, LLC | 893 | $236.7K | 0.06% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 897 | $238.0K | 0.04% | 00.0% | Unchanged |
| Global Endowment Management, LP | 899 | $238.0K | 0.03% | −605−40.2% | Reduced |
| VanderPol Investments L.L.C. | 899 | $238.2K | 0.45% | −56−5.9% | Reduced |
| Seven Springs Wealth Group, LLC | 899 | $238.2K | 0.07% | +5+0.6% | Added |
| Elite Wealth Management, Inc. | 900 | $238.4K | 0.06% | −1,698−65.4% | Reduced |
| Wealthquest Corp | 900 | $238.4K | 0.02% | +900 | New |
| Westfuller Advisors, LLC | 900 | $238.8K | 0.10% | −261−22.5% | Reduced |
| MRP Capital Investments, LLC | 903 | $239.2K | 0.20% | −103−10.2% | Reduced |
| Postrock Partners LLC | 904 | $239.5K | 0.10% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 908 | $240.0K | 0.19% | −191−17.4% | Reduced |
| Libra Wealth LLC | 908 | $240.5K | 0.07% | −259−22.2% | Reduced |
| Colonial River Wealth Management, LLC | 910 | $241.1K | 0.09% | −1,268−58.2% | Reduced |
| Hamilton Wealth, LLC | 911 | $241.3K | 0.05% | +911 | New |
| Alterna Wealth Management, Inc | 915 | $242.4K | 0.20% | +915 | New |
| Clark Asset Management, LLC | 917 | $242.8K | 0.03% | +917 | New |
| North Berkeley Wealth Management, LLC | 917 | $242.9K | 0.14% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 1,015 | $243.2K | 0.17% | −4−0.4% | Reduced |
| GoalVest Advisory LLC | 918 | $243.2K | 0.05% | +169+22.6% | Added |
| Tempus Wealth Planning, LLC | 922 | $244.3K | 0.06% | −103−10.0% | Reduced |
| Topsail Wealth Management, LLC | 921 | $244.4K | 0.04% | −32−3.4% | Reduced |
| Foronjy Financial LLC | 924 | $244.8K | 0.10% | −98−9.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 925 | $245.0K | 0.03% | +51+5.8% | Added |
| First Growth Capital LLC | 1,324 | $245.0K | 0.22% | +1,324 | New |
| New Covenant Trust Company, N.A. | 968 | $245.5K | 0.22% | +99+11.4% | Added |
| Cladis Investment Advisory, LLC | 927 | $245.6K | 0.13% | +52+5.9% | Added |
| May Barnhard Investments LLC | 928 | $245.8K | 0.12% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 929 | $246.1K | 0.01% | −104−10.1% | Reduced |
| Wall Street Financial Group, Inc. | 930 | $246.4K | 0.18% | +32+3.6% | Added |
| Manchester Capital Management LLC | 930 | $246.4K | 0.03% | +19+2.1% | Added |
| Carbahal Olsen Financial Services Group, LLC | 930 | $246.5K | 0.19% | +4+0.4% | Added |
| Novem Group | 932 | $247.0K | 0.03% | +932 | New |
| Core Alternative Capital | 933 | $247.2K | 0.07% | +810+658.5% | Added |
| Signature Wealth Management Partners, LLC | 936 | $248.0K | 0.12% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 937 | $248.1K | 0.32% | 00.0% | Unchanged |
| Congress Asset Management Co | 938 | $248.4K | 0.00% | −19−2.0% | Reduced |
| Greenberg Financial Group | 939 | $248.8K | 0.10% | +939 | New |
| Weinberger Asset Management, Inc | 939 | $248.8K | 0.09% | −39−4.0% | Reduced |
| Capital Advisors, Ltd. LLC | 939 | $249.0K | 0.03% | −79−7.8% | Reduced |
| American Alpha Advisors, LLC | 942 | $249.5K | 0.16% | −712−43.0% | Reduced |
| Archetype Wealth Partners | 945 | $250.0K | 0.03% | −260−21.6% | Reduced |
| Garner Asset Management Corp | 944 | $250.1K | 0.10% | 00.0% | Unchanged |
| Hudson Oak Wealth Advisory LLC | 944 | $250.1K | 0.22% | +944 | New |
| Balanced Wealth Group LLC | 1,065 | $250.9K | 0.09% | +2+0.2% | Added |
| ERn Financial, LLC | 948 | $251.1K | 0.05% | +948 | New |
| Kozak & Associates, Inc. | 967 | $251.4K | 0.05% | −1,548−61.6% | Reduced |
| Woodward Diversified Capital, LLC | 949 | $251.4K | 0.12% | −176−15.6% | Reduced |
| Golden State Wealth Management, LLC | 949 | $251.5K | 0.03% | −212−18.3% | Reduced |
| Money Concepts Capital Corp | 956 | $253.3K | 0.01% | −59−5.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 957 | $253.5K | 0.04% | −123−11.4% | Reduced |
| Olistico Wealth, LLC | 961 | $254.6K | 0.12% | −680−41.4% | Reduced |
| Gradient Investments LLC | 966 | $255.9K | 0.00% | −133−12.1% | Reduced |
| Archer Investment Corp | 967 | $256.1K | 0.06% | +47+5.1% | Added |
| Sigma Investment Counselors Inc | 967 | $256.1K | 0.01% | −69−6.7% | Reduced |
| LeClair Wealth Partners LLC | 967 | $256.2K | 0.15% | +29+3.1% | Added |
| Fermata Advisors, LLC | 969 | $256.7K | 0.06% | 00.0% | Unchanged |
| Indivisible Partners | 970 | $256.9K | 0.03% | +970 | New |
| Retirement Solution Inc. | 970 | $257.1K | 0.06% | +30+3.2% | Added |
| Tactive Advisors, LLC | 971 | $257.2K | 0.08% | +971 | New |
| Capital Asset Advisory Services LLC | 979 | $257.3K | 0.01% | +99+11.3% | Added |
| MCF Advisors LLC | 971 | $257.6K | 0.01% | +826+569.7% | Added |
| Ssi Investment Management LLC | 974 | $258.0K | 0.02% | 00.0% | Unchanged |
| BankChampaign, National Association | 974 | $258.0K | 0.26% | +974 | New |
| Advanced Asset Management Advisors Inc | 975 | $258.3K | 0.07% | 00.0% | Unchanged |
| COFG Advisors, LLC | 976 | $258.6K | 0.06% | +976 | New |
| Benchmark Financial Wealth Advisors, LLC | 978 | $259.0K | 0.07% | −31−3.1% | Reduced |
| Coppell Advisory Solutions LLC | 975 | $259.3K | 0.03% | −87−8.2% | Reduced |
| Hoxton Planning & Management, LLC | 984 | $260.7K | 0.08% | −92−8.6% | Reduced |
| Heritage Wealth Advisors | 984 | $260.7K | 0.01% | +197+25.0% | Added |
| Bull Oak Capital, LLC | 987 | $261.5K | 0.11% | −218−18.1% | Reduced |
| Regal Investment Advisors LLC | 993 | $263.0K | 0.02% | +993 | New |
| Alhambra Investment Partners LLC | 993 | $263.1K | 0.12% | −38−3.7% | Reduced |
| Centennial Wealth Advisory LLC | 993 | $263.1K | 0.07% | +84+9.2% | Added |
| Prasad Wealth Partners, LLC | 995 | $263.6K | 0.07% | −80−7.4% | Reduced |
| Blalock Williams, LLC | 996 | $263.9K | 0.21% | +996 | New |
| Marin Bay Wealth Advisors, LLC | 997 | $264.2K | 0.15% | +997 | New |
| L & S Advisors Inc | 1,000 | $264.9K | 0.02% | −23−2.2% | Reduced |
| Thompson Davis & Co., Inc. | 1,000 | $264.9K | 0.16% | +1,000 | New |
| Deeter Investments LLP | 1,000 | $264.9K | 0.06% | +1,000 | New |
| West Tower Group, LLC | 1,000 | $264.9K | 0.61% | +1,000 | New |
| Stembrook Asset Management, LLC | 1,000 | $264.9K | 0.25% | +1,000 | New |
| Opal Wealth Advisors, LLC | 1,000 | $264.9K | 0.07% | +75+8.1% | Added |
| Stonebridge Financial Planning Group, LLC | 1,010 | $267.6K | 0.10% | −69−6.4% | Reduced |
| Hyposwiss Advisors SA | 1,010 | $267.6K | 0.26% | +1,010 | New |