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 |
|---|---|---|---|---|---|
| IFC Advisors LLC | 1,176 | $311.6K | 0.05% | −199−14.5% | Reduced |
| Apollon Financial, LLC | 1,179 | $312.3K | 0.05% | −505−30.0% | Reduced |
| OneAscent Wealth Management LLC | 1,180 | $312.6K | 0.10% | −20−1.7% | Reduced |
| Puzo Michael J | 1,184 | $313.7K | 0.09% | −13,058−91.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,185 | $314.0K | 0.20% | −45−3.7% | Reduced |
| Triad Wealth Partners, LLC | 1,186 | $314.1K | 0.03% | −138−10.4% | Reduced |
| Aspen Grove Capital, LLC | 1,185 | $314.4K | 0.05% | −2−0.2% | Reduced |
| Headinvest, LLC | 1,187 | $314.5K | 0.06% | −612−34.0% | Reduced |
| Canton Hathaway, LLC | 1,188 | $314.7K | 0.06% | 00.0% | Unchanged |
| Smith, Moore & Co. | 1,190 | $315.3K | 0.02% | −401−25.2% | Reduced |
| Accredited Investors Inc. | 1,192 | $315.8K | 0.02% | −79−6.2% | Reduced |
| Somerville Kurt F | 1,194 | $316.3K | 0.05% | −20,070−94.4% | Reduced |
| LSV Asset Management | 1,200 | $318.0K | 0.00% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 1,201 | $318.2K | 0.04% | −450−27.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,202 | $318.5K | 0.23% | −183−13.2% | Reduced |
| Evansbrook LLC | 1,205 | $319.2K | 0.21% | +1,205 | New |
| Flatrock Wealth Partners LLC | 1,204 | $319.5K | 0.15% | +1,204 | New |
| Horizon Bancorp Inc | 1,209 | $320.0K | 0.16% | −84−6.5% | Reduced |
| Palisade Capital Management LLC | 1,210 | $320.4K | 0.01% | +1,210 | New |
| Summit Asset Management, LLC | 1,211 | $320.8K | 0.05% | +324+36.5% | Added |
| Williams Jones Wealth Management, LLC. | 1,212 | $321.1K | 0.00% | −112−8.5% | Reduced |
| Solstein Capital, LLC | 1,214 | $321.6K | 0.13% | −15−1.2% | Reduced |
| Titan Wealth (CI) Ltd | 1,215 | $321.9K | 0.12% | +1,215 | New |
| Serenus Wealth Advisors, LLC | 1,217 | $322.3K | 0.06% | −860−41.4% | Reduced |
| Elevation Wealth Management LLC | 1,216 | $322.3K | 0.31% | +1,216 | New |
| Truvestments Capital LLC | 1,218 | $322.7K | 0.06% | −132−9.8% | Reduced |
| Drucker Wealth 3.0, LLC | 1,218 | $322.8K | 0.06% | −456−27.2% | Reduced |
| Peoples Bank | 1,219 | $322.9K | 0.32% | −50−3.9% | Reduced |
| Bank of Stockton | 1,221 | $323.5K | 0.09% | −115−8.6% | Reduced |
| Crewe Advisors LLC | 1,221 | $323.5K | 0.03% | +28+2.3% | Added |
| Enterprise Financial Services Corp | 1,224 | $324.2K | 0.16% | +17+1.4% | Added |
| Beacon Capital Management, LLC | 1,228 | $325.3K | 0.05% | −144−10.5% | Reduced |
| Xcel Wealth Management, LLC | 1,229 | $325.6K | 0.08% | −340−21.7% | Reduced |
| Beck Bode, LLC | 1,232 | $326.3K | 0.05% | +31+2.6% | Added |
| Riverwater Partners LLC | 1,232 | $326.4K | 0.13% | +1,232 | New |
| Ignite Planners, LLC | 1,539 | $326.7K | 0.05% | −165−9.7% | Reduced |
| TigerOak Management, L.L.C. | 1,235 | $327.2K | 0.10% | −30−2.4% | Reduced |
| Westmount Partners, LLC | 1,237 | $327.8K | 0.08% | +37+3.1% | Added |
| OneAscent Investment Solutions LLC | 1,239 | $328.2K | 0.35% | 00.0% | Unchanged |
| Inman Jager Wealth Management, LLC | 1,240 | $328.5K | 0.20% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1,243 | $329.3K | 0.13% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 1,244 | $329.5K | 0.08% | +10+0.8% | Added |
| First National Bank Sioux Falls | 1,244 | $329.5K | 0.10% | +37+3.1% | Added |
| Brio Consultants, LLC | 1,247 | $330.4K | 0.04% | +112+9.9% | Added |
| RD Lewis Holdings, Inc. | 1,686 | $331.1K | 0.28% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 1,251 | $331.4K | 0.05% | +1,251 | New |
| Trinity Financial Advisors LLC | 1,249 | $331.5K | 0.09% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,255 | $332.5K | 0.09% | +78+6.6% | Added |
| Bedel Financial Consulting, Inc. | 1,258 | $333.3K | 0.04% | −96−7.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,265 | $335.1K | 0.10% | −81−6.0% | Reduced |
| Intrua Financial, LLC | 1,267 | $335.6K | 0.04% | −233−15.5% | Reduced |
| Sitrin Capital Management LLC | 1,266 | $335.9K | 0.16% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 1,271 | $336.7K | 0.06% | +201+18.8% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,270 | $337.0K | 0.06% | +1,270 | New |
| Rogco, LP | 1,274 | $337.5K | 0.11% | +142+12.5% | Added |
| Aureus Asset Management, LLC | 1,274 | $337.5K | 0.02% | +212+20.0% | Added |
| Empirical Asset Management, LLC | 1,275 | $337.8K | 0.10% | +70+5.8% | Added |
| Gradient Capital Advisors, LLC | 1,279 | $338.7K | 0.09% | +4+0.3% | Added |
| Signet Private Wealth LLC | 1,279 | $338.8K | 0.32% | +1,279 | New |
| Strategic Family Wealth Counselors, L.L.C. | 1,542 | $339.3K | 0.08% | +1,542 | New |
| Aspire Capital Advisors LLC | 1,281 | $339.4K | 0.08% | +298+30.3% | Added |
| Isthmus Partners, LLC | 1,283 | $339.9K | 0.04% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 1,327 | $340.1K | 0.18% | −68−4.9% | Reduced |
| Miller Global Investments, LLC | 1,285 | $340.4K | 0.31% | +1,285 | New |
| Chancellor Financial Group WB LP | 1,286 | $340.7K | 0.23% | +1,286 | New |
| Veracity Capital LLC | 1,290 | $341.7K | 0.10% | −143−10.0% | Reduced |
| Mechanics Bank Trust Department | 1,290 | $341.7K | 0.04% | −3−0.2% | Reduced |
| Acropolis Investment Management, LLC | 1,290 | $341.7K | 0.02% | −120−8.5% | Reduced |
| OneAscent Family Office, LLC | 1,295 | $343.1K | 0.23% | +1,295 | New |
| Monticello Wealth Management, LLC | 1,297 | $343.5K | 0.02% | +1,297 | New |
| Arvest Bank Trust Division | 1,297 | $343.6K | 0.02% | −39,034−96.8% | Reduced |
| Caerus Investment Advisors, LLC | 1,298 | $343.9K | 0.11% | −533−29.1% | Reduced |
| Ambassador Advisors, LLC | 1,301 | $344.6K | 0.05% | +307+30.9% | Added |
| Intellectus Partners, LLC | 1,300 | $344.8K | 0.07% | +80+6.6% | Added |
| Fosun International Ltd | 1,302 | $344.9K | 0.08% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 1,304 | $345.4K | 0.15% | +293+29.0% | Added |
| Howe & Rusling Inc | 1,307 | $346.2K | 0.02% | +224+20.7% | Added |
| Brian Low Financial Group, LLC | 1,307 | $346.3K | 0.25% | −2,727−67.6% | Reduced |
| Heartland Bank & Trust Co | 1,309 | $346.8K | 0.15% | −4,498−77.5% | Reduced |
| Miramontes Capital, LLC | 1,310 | $347.1K | 0.12% | +1,310 | New |
| First Financial Corp | 1,313 | $347.8K | 0.13% | −26−1.9% | Reduced |
| Machina Capital S.A.S. | 1,314 | $348.1K | 0.07% | −28,505−95.6% | Reduced |
| Wolff Wiese Magana LLC | 1,317 | $348.9K | 0.19% | +63+5.0% | Added |
| Consolidated Capital Management, LLC | 1,318 | $349.2K | 0.11% | −2−0.2% | Reduced |
| Acorns Advisers, LLC | 1,322 | $350.0K | 0.00% | +31+2.4% | Added |
| Adapt Wealth Advisors, LLC | 1,323 | $350.5K | 0.12% | +97+7.9% | Added |
| New Wave Wealth Advisors LLC | 1,322 | $350.7K | 0.13% | +4+0.3% | Added |
| Wilson & Boucher Capital Management, LLC | 1,325 | $351.0K | 0.23% | −850−39.1% | Reduced |
| Wealth Architects, LLC | 1,329 | $352.1K | 0.03% | +140+11.8% | Added |
| BKD Wealth Advisors, LLC | 1,334 | $353.3K | 0.01% | −40−2.9% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,337 | $354.0K | 0.10% | −5−0.4% | Reduced |
| May Hill Capital, LLC | 1,337 | $354.2K | 0.10% | +193+16.9% | Added |
| Coastline Complete Wealth LLC | 1,338 | $354.5K | 0.22% | +1,338 | New |
| SlateStone Wealth, LLC | 1,340 | $355.0K | 0.03% | −205−13.3% | Reduced |
| Impact Capital Partners LLC | 1,341 | $355.2K | 0.11% | +28+2.1% | Added |
| MJP Associates Inc | 1,343 | $355.8K | 0.04% | +136+11.3% | Added |
| Wetzel Investment Advisors, Inc. | 1,343 | $356.3K | 0.14% | +12+0.9% | Added |
| KFA Private Wealth Group, LLC | 1,351 | $357.8K | 0.09% | +27+2.0% | Added |
| Baxter Bros Inc | 1,351 | $357.9K | 0.04% | −105−7.2% | Reduced |
| Amussen Hunsaker Associates LLC | 1,353 | $358.5K | 0.04% | +48+3.7% | Added |