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 |
|---|---|---|---|---|---|
| Balboa Wealth Partners | 1,011 | $267.8K | 0.04% | −32−3.1% | Reduced |
| Catalyst Capital Advisors LLC | 1,011 | $267.8K | 0.01% | +1,011 | New |
| Kennedy Investment Group | 1,012 | $268.0K | 0.10% | −255−20.1% | Reduced |
| Quest Partners LLC | 1,014 | $268.6K | 0.02% | −2,762−73.1% | Reduced |
| Verity Asset Management, Inc. | 1,014 | $268.7K | 0.12% | +1,014 | New |
| Meriwether Wealth & Planning, LLC | 1,016 | $269.1K | 0.15% | −104−9.3% | Reduced |
| Thrive Capital Management, LLC | 1,016 | $269.3K | 0.06% | −49−4.6% | Reduced |
| SevenBridge Financial Group, LLC | 1,174 | $269.3K | 0.04% | −401−25.5% | Reduced |
| TriaGen Wealth Management LLC | 1,018 | $269.7K | 0.07% | −167−14.1% | Reduced |
| Canvas Wealth Advisors, LLC | 1,019 | $269.9K | 0.05% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 1,022 | $270.7K | 0.08% | 00.0% | Unchanged |
| First International Bank of Israel Ltd. | 1,024 | $271.3K | 0.13% | +1,024 | New |
| Frisch Financial Group, Inc. | 1,025 | $271.9K | 0.06% | +2+0.2% | Added |
| LBMC Investment Advisors, LLC | 1,028 | $272.3K | 0.02% | 00.0% | Unchanged |
| Old Peak Finance LLC | 1,028 | $272.3K | 0.17% | +1,028 | New |
| Integrity Advisory Solutions, LLC | 1,030 | $272.9K | 0.04% | −230−18.3% | Reduced |
| one8zero8, LLC | 1,032 | $273.4K | 0.06% | −275−21.0% | Reduced |
| Harvest Investment Services, LLC | 1,035 | $274.1K | 0.05% | +1,035 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,036 | $274.3K | 0.05% | −8−0.8% | Reduced |
| BCS Wealth Management | 1,036 | $274.4K | 0.03% | +1,036 | New |
| Tranquilli Financial Advisor LLC | 1,038 | $275.0K | 0.16% | +1,038 | New |
| DT Investment Partners, LLC | 1,039 | $275.2K | 0.02% | +187+21.9% | Added |
| Spirepoint Private Client, LLC | 1,042 | $276.0K | 0.03% | +144+16.0% | Added |
| Gordian Capital Singapore Pte Ltd | 1,042 | $276.5K | 0.38% | 00.0% | Unchanged |
| Madrona Financial Services, LLC | 1,046 | $277.1K | 0.06% | −10−0.9% | Reduced |
| Castlefield Investment Partners LLP | 1,047 | $277.4K | 0.21% | +1,047 | New |
| Beckerman Institutional, LLC | 1,050 | $278.2K | 0.16% | +1,050 | New |
| Mendel Money Management | 1,052 | $278.7K | 0.12% | −222−17.4% | Reduced |
| Collective Family Office LLC | 1,052 | $278.7K | 0.06% | +49+4.9% | Added |
| 55 North Private Wealth, LLC | 1,052 | $278.7K | 0.07% | +1,052 | New |
| Variant Private Wealth, LLC | 1,055 | $279.4K | 0.29% | −60−5.4% | Reduced |
| Chaney Capital Management, Inc. | 1,055 | $279.5K | 0.10% | −75−6.6% | Reduced |
| Northeast Investment Management | 1,059 | $280.5K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,064 | $281.8K | 0.04% | +13+1.2% | Added |
| Focused Wealth Management, Inc | 1,067 | $282.6K | 0.03% | +55+5.4% | Added |
| Cottage Street Advisors LLC | 1,068 | $283.0K | 0.12% | −140−11.6% | Reduced |
| Carrera Capital Advisors | 1,069 | $283.5K | 0.05% | +153+16.7% | Added |
| Tradition Wealth Management, LLC | 1,072 | $284.0K | 0.02% | −3−0.3% | Reduced |
| Purpose Unlimited Inc. | 1,074 | $284.5K | 0.01% | +1,074 | New |
| First Heartland Consultants, Inc. | 1,077 | $285.2K | 0.02% | −3−0.3% | Reduced |
| Three Seasons Wealth, LLC | 1,075 | $285.2K | 0.03% | −2,504−70.0% | Reduced |
| Traynor Capital Management, Inc. | 1,078 | $285.7K | 0.02% | +102+10.5% | Added |
| Sound Income Strategies, LLC | 1,261 | $286.4K | 0.01% | +319+33.9% | Added |
| Forza Wealth Management, LLC | 1,082 | $286.6K | 0.10% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 1,085 | $287.0K | 0.06% | +1,085 | New |
| United Asset Strategies, Inc. | 1,083 | $287.1K | 0.02% | +80+8.0% | Added |
| Storen Legacy Partners, LLC | 1,085 | $287.4K | 0.09% | +1,085 | New |
| Element Wealth, LLC | 1,089 | $288.4K | 0.12% | +18+1.7% | Added |
| Mengis Capital Management, Inc. | 1,090 | $288.8K | 0.05% | 00.0% | Unchanged |
| Momentous Wealth Management, Inc. | 1,091 | $289.1K | 0.16% | +131+13.6% | Added |
| Granite Harbor Advisors, Inc. | 1,094 | $289.8K | 0.12% | −50−4.4% | Reduced |
| Gill Capital Partners, LLC | 1,096 | $290.4K | 0.09% | −27−2.4% | Reduced |
| Southeast Asset Advisors Inc. | 1,100 | $291.4K | 0.03% | −1,068−49.3% | Reduced |
| GSG Advisors LLC | 1,101 | $291.8K | 0.08% | −125−10.2% | Reduced |
| Gsa Capital Partners LLP | 1,102 | $292.0K | 0.03% | −1,130−50.6% | Reduced |
| Wealth Effects LLC | 1,105 | $292.7K | 0.09% | −70−6.0% | Reduced |
| Entelevest, LLC | 1,106 | $293.0K | 0.30% | +1,106 | New |
| Financial Network Wealth Management LLC | 1,105 | $293.0K | 0.09% | 00.0% | Unchanged |
| SOL Capital Management CO | 1,106 | $293.0K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,108 | $293.5K | 0.09% | +250+29.1% | Added |
| Northern Financial Advisors Inc | 1,108 | $293.5K | 0.34% | −922−45.4% | Reduced |
| Stock Yards Bank & Trust Co | 1,111 | $294.3K | 0.01% | −490−30.6% | Reduced |
| Five Oceans Advisors | 1,112 | $294.6K | 0.10% | −77−6.5% | Reduced |
| EJMK Ventures LLC | 1,116 | $295.6K | 0.18% | +1,116 | New |
| Green Harvest Asset Management LLC | 1,116 | $295.8K | 0.00% | +61+5.8% | Added |
| GWN Securities Inc. | 1,117 | $296.2K | 0.06% | −50−4.3% | Reduced |
| JB Capital LLC | 1,119 | $296.5K | 0.01% | −403−26.5% | Reduced |
| Real Talk Capital, LLC | 1,120 | $296.7K | 0.30% | −706−38.7% | Reduced |
| Wealth Preservation Advisors, LLC | 1,122 | $297.2K | 0.15% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,124 | $297.8K | 0.01% | −43−3.7% | Reduced |
| Forte Asset Management LLC | 1,125 | $298.5K | 0.14% | 00.0% | Unchanged |
| First Community Trust NA | 1,130 | $299.3K | 0.22% | −45−3.8% | Reduced |
| Argentarii, LLC | 1,130 | $299.5K | 0.10% | +1,130 | New |
| JGP Wealth Management, LLC | 1,131 | $299.6K | 0.03% | −45−3.8% | Reduced |
| Midland Wealth Advisors LLC | 1,133 | $300.1K | 0.02% | −837−42.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 1,133 | $300.2K | 0.06% | +251+28.5% | Added |
| CRA Financial Services, LLC | 1,137 | $301.1K | 0.04% | −43−3.6% | Reduced |
| Winter & Associates, Inc. | 1,137 | $301.2K | 0.28% | +1,137 | New |
| Omnia Family Wealth, LLC | 1,138 | $301.9K | 0.09% | +205+22.0% | Added |
| Morling Financial Advisors, LLC | 1,142 | $302.5K | 0.10% | 00.0% | Unchanged |
| TSG Advice Partners, LLC | 1,143 | $302.8K | 0.05% | +1,143 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1,144 | $303.1K | 0.12% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 1,147 | $304.0K | 0.02% | +251+28.0% | Added |
| Mindset Wealth Management, LLC | 1,150 | $304.7K | 0.08% | +100+9.5% | Added |
| Fort Sheridan Advisors LLC | 1,152 | $305.2K | 0.04% | −222−16.2% | Reduced |
| Livet Wealth, LLC | 1,152 | $305.2K | 0.19% | +1,152 | New |
| Motive Wealth Advisors | 1,153 | $305.4K | 0.13% | +198+20.7% | Added |
| Ark Wealth Advisors LLC | 1,156 | $306.2K | 0.33% | +1,156 | New |
| Themes Management Co LLC | 1,157 | $306.5K | 0.24% | +1,157 | New |
| NFP Retirement, Inc. | 1,158 | $306.7K | 0.02% | +53+4.8% | Added |
| Client 1st Advisory Group, LLC | 1,159 | $307.0K | 0.10% | +70+6.4% | Added |
| Capital Squared Financial LLC | 1,159 | $307.2K | 0.24% | −9−0.8% | Reduced |
| Peddock Capital Advisors, LLC | 1,161 | $307.6K | 0.06% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 1,164 | $308.4K | 0.23% | −139−10.7% | Reduced |
| Everett Harris & Co | 1,165 | $308.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,165 | $308.6K | 0.02% | +207+21.6% | Added |
| Powers Advisory Group, LLC | 1,168 | $309.4K | 0.12% | +1+0.1% | Added |
| Mattern Wealth Management LLC | 1,170 | $309.9K | 0.06% | −100−7.9% | Reduced |
| CSS LLC | 1,171 | $310.2K | 0.02% | −630−35.0% | Reduced |
| Dunhill Financial, LLC | 1,173 | $310.8K | 0.08% | +6+0.5% | Added |