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 |
|---|---|---|---|---|---|
| Munich Reinsurance Co Stock Corp in Munich | 1,350 | $359.0K | 0.01% | −28,155−95.4% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,366 | $361.8K | 0.06% | −35−2.5% | Reduced |
| Alteri Wealth LLC | 1,366 | $361.9K | 0.12% | +42+3.2% | Added |
| Yoder Wealth Management, Inc. | 1,368 | $362.4K | 0.17% | +7+0.5% | Added |
| Bensler, LLC | 1,376 | $364.5K | 0.04% | −9,942−87.8% | Reduced |
| Arsenal Capital Advisors LLC | 1,377 | $365.5K | 0.26% | +1,377 | New |
| Pettee Investors, Inc. | 1,382 | $366.1K | 0.21% | −158−10.3% | Reduced |
| Meritas Wealth Management, LLC | 1,382 | $366.1K | 0.18% | 00.0% | Unchanged |
| American National Bank | 1,383 | $366.4K | 0.03% | −373−21.2% | Reduced |
| Strata Wealth Advisors, LLC | 1,383 | $366.4K | 0.10% | +108+8.5% | Added |
| Fort Point Capital Partners LLC | 1,570 | $366.6K | 0.04% | +207+15.2% | Added |
| Atticus Wealth Management, LLC | 1,386 | $367.1K | 0.09% | −65−4.5% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,385 | $367.3K | 0.09% | +36+2.7% | Added |
| QTR Family Wealth, LLC | 1,900 | $367.6K | 0.16% | +24+1.3% | Added |
| Opes Wealth Management LLC | 1,389 | $368.0K | 0.06% | −24−1.7% | Reduced |
| Southern Financial Group, LLC | 1,389 | $368.1K | 0.11% | +1,389 | New |
| Simon Quick Advisors, LLC | 1,392 | $368.9K | 0.02% | +292+26.5% | Added |
| Delta Investment Management, LLC | 1,393 | $369.0K | 0.06% | −3,157−69.4% | Reduced |
| Willner & Heller, LLC | 1,394 | $369.2K | 0.27% | +3+0.2% | Added |
| DMG Group, LLC | 1,395 | $369.5K | 0.25% | +1,395 | New |
| Meritage Portfolio Management | 1,396 | $369.8K | 0.02% | −346−19.9% | Reduced |
| Coastline Trust Co | 1,399 | $370.6K | 0.03% | −5,132−78.6% | Reduced |
| Cardinal Point Capital Management, ULC | 1,400 | $370.9K | 0.02% | −40−2.8% | Reduced |
| Sandy Cove Advisors, LLC | 1,401 | $371.0K | 0.11% | +23+1.7% | Added |
| Adirondack Trust Co | 1,402 | $371.4K | 0.12% | +1+0.1% | Added |
| AssuredPartners Investment Advisors, LLC | 1,402 | $371.4K | 0.06% | +1,402 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 1,410 | $373.5K | 0.03% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 1,410 | $373.5K | 0.02% | +1,410 | New |
| Global Wealth Management Investment Advisory, Inc. | 1,414 | $374.6K | 0.06% | −12,084−89.5% | Reduced |
| Fiduciary Wealth Partners, LLC | 1,417 | $375.3K | 0.15% | −68−4.6% | Reduced |
| Legato Capital Management LLC | 1,417 | $375.4K | 0.03% | +1,417 | New |
| Independence Wealth Advisors, LLC | 1,417 | $375.5K | 0.21% | +1,417 | New |
| Sheets Smith Wealth Management | 1,418 | $375.6K | 0.04% | +12+0.9% | Added |
| NWF Advisory Services Inc. | 1,421 | $376.5K | 0.04% | +84+6.3% | Added |
| Foster Group, Inc. | 1,422 | $376.7K | 0.01% | +304+27.2% | Added |
| Retirement Income Solutions, Inc | 1,423 | $377.0K | 0.06% | −41−2.8% | Reduced |
| Ethos Financial Group, LLC | 1,431 | $379.7K | 0.03% | −44−3.0% | Reduced |
| Hudock, Inc. | 1,435 | $380.4K | 0.06% | +35+2.5% | Added |
| Sonata Capital Group Inc | 1,438 | $380.8K | 0.14% | −479−25.0% | Reduced |
| Bestgate Wealth Advisors, LLC | 1,438 | $380.9K | 0.67% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,439 | $381.3K | 0.02% | −525−26.7% | Reduced |
| Broadway Wealth Solutions, Inc. | 1,443 | $382.2K | 0.20% | +22+1.5% | Added |
| Legacy Capital Wealth Partners, LLC | 1,443 | $382.3K | 0.08% | −17−1.2% | Reduced |
| Sagewood Asset Management LP | 1,444 | $382.5K | 0.14% | +1,444 | New |
| Beacon Financial Group | 1,445 | $382.7K | 0.04% | +73+5.3% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,445 | $382.8K | 0.10% | −12−0.8% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,975 | $383.2K | 0.19% | +220+12.5% | Added |
| Triumph Capital Management | 1,448 | $383.5K | 0.08% | +59+4.2% | Added |
| Rossby Financial, LCC | 1,448 | $383.6K | 0.12% | −234−13.9% | Reduced |
| MBL Wealth, LLC | 1,454 | $385.2K | 0.03% | +261+21.9% | Added |
| Sym Financial Corp | 1,455 | $385.4K | 0.04% | −162−10.0% | Reduced |
| Tandem Capital Management Corp | 1,465 | $388.1K | 0.18% | −1,313−47.3% | Reduced |
| ORG Wealth Partners, LLC | 1,466 | $388.4K | 0.09% | −1,008−40.7% | Reduced |
| GFS Advisors, LLC | 1,467 | $388.6K | 0.05% | −5,351−78.5% | Reduced |
| Long Run Wealth Advisors, LLC | 1,468 | $388.9K | 0.07% | +36+2.5% | Added |
| Financial Management Network Inc | 1,534 | $389.2K | 0.06% | −120−7.3% | Reduced |
| Vantus Wealth LLC | 1,470 | $389.4K | 0.29% | +1,470 | New |
| Tannin Capital LLC | 1,476 | $391.0K | 0.35% | +1,476 | New |
| Cypress Capital, LLC | 1,476 | $391.1K | 0.11% | +41+2.9% | Added |
| Dala Group, LLC | 1,478 | $391.5K | 0.34% | +1,478 | New |
| Verus Capital Partners, LLC | 1,481 | $392.4K | 0.03% | +589+66.0% | Added |
| Beaton Management Co. Inc. | 1,485 | $393.0K | 0.17% | +100+7.2% | Added |
| First American Trust, FSB | 1,485 | $393.4K | 0.03% | +363+32.4% | Added |
| Womack Financial LLC | 1,486 | $393.7K | 0.29% | 00.0% | Unchanged |
| JMN Financial LLC | 1,486 | $394.3K | 0.39% | +1,486 | New |
| FineMark National Bank & Trust | 1,490 | $394.7K | 0.01% | +212+16.6% | Added |
| Hengehold Capital Management LLC | 1,495 | $396.0K | 0.03% | −10−0.7% | Reduced |
| Kathmere Capital Management, LLC | 1,497 | $396.6K | 0.03% | +431+40.4% | Added |
| Harbor Advisors LLC | 1,500 | $397.4K | 0.06% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 1,500 | $397.4K | 0.30% | +500+50.0% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 1,500 | $397.4K | 0.21% | +1,500 | New |
| Delap Wealth Advisory, LLC | 1,504 | $398.4K | 0.15% | +219+17.0% | Added |
| Balanced Rock Investment Advisor | 1,505 | $398.7K | 0.28% | −10−0.7% | Reduced |
| Busey Wealth Management | 1,507 | $399.2K | 0.01% | +20+1.3% | Added |
| Tritonpoint Wealth, LLC | 1,507 | $399.9K | 0.04% | −12,424−89.2% | Reduced |
| Baker Chad R | 1,505 | $400.2K | 0.07% | −23,270−93.9% | Reduced |
| Lionshead Wealth Management, LLC | 1,511 | $400.3K | 0.30% | +12+0.8% | Added |
| Westwood Wealth Management | 1,511 | $400.3K | 0.30% | +1,511 | New |
| Verdad Advisers, LP | 1,514 | $401.1K | 0.46% | +1,514 | New |
| Madison Park Capital Advisors, LLC | 1,515 | $401.3K | 0.33% | −185−10.9% | Reduced |
| Round Rock Advisors, LLC | 1,517 | $401.9K | 0.06% | +1,517 | New |
| DLK Investment Management, LLC | 1,519 | $402.5K | 0.15% | +55+3.8% | Added |
| Holistic Planning, LLC | 1,520 | $402.8K | 0.09% | +21+1.4% | Added |
| Auxano Advisors, LLC | 1,524 | $403.7K | 0.08% | +119+8.5% | Added |
| DV Equities, LLC | 1,529 | $405.0K | 0.07% | +1,529 | New |
| Telos Capital Management, Inc. | 1,530 | $405.3K | 0.04% | −25−1.6% | Reduced |
| CMT Capital Markets Trading GmbH | 1,533 | $406.0K | 0.27% | −3,960−72.1% | Reduced |
| First Financial Bankshares Inc | 1,533 | $406.1K | 0.01% | −7,768−83.5% | Reduced |
| Griffin Asset Management, Inc. | 1,534 | $406.4K | 0.04% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,534 | $406.4K | 0.08% | +127+9.0% | Added |
| Westerkirk Capital Inc. | 1,535 | $406.6K | 0.04% | −1,783−53.7% | Reduced |
| Pioneer Wealth Management Group | 1,535 | $406.6K | 0.12% | −39−2.5% | Reduced |
| Berkeley Capital Partners, LLC | 1,535 | $406.6K | 0.10% | +104+7.3% | Added |
| High Note Wealth, LLC | 1,535 | $406.6K | 0.08% | +65+4.4% | Added |
| Cane Capital Partners, LLC | 1,536 | $406.8K | 0.17% | +1,536 | New |
| Seeds Investor LLC | 1,536 | $406.9K | 0.08% | +98+6.8% | Added |
| Oregon Pacific Wealth Management, LLC | 1,543 | $408.8K | 0.42% | +147+10.5% | Added |
| Cypress Point Wealth Management, LLC | 1,543 | $408.8K | 0.09% | 00.0% | Unchanged |
| Capula Management Ltd | 1,547 | $409.8K | 0.00% | −805−34.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,548 | $410.2K | 0.35% | −3,093−66.6% | Reduced |