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 |
|---|---|---|---|---|---|
| Dougherty Wealth Advisers LLC | 1,549 | $410.3K | 0.23% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,552 | $411.2K | 0.05% | −145−8.5% | Reduced |
| Terry L. Blaker | 1,554 | $411.7K | 0.02% | +400+34.7% | Added |
| AlphaGrep UK Ltd | 1,558 | $412.7K | 0.14% | +1,558 | New |
| Bank of Hawaii | 1,559 | $413.0K | 0.02% | −511−24.7% | Reduced |
| KWB Wealth | 1,561 | $413.5K | 0.04% | 00.0% | Unchanged |
| BXM Wealth LLC | 1,440 | $414.1K | 0.32% | −732−33.7% | Reduced |
| Pathfinder Wealth Consulting, Inc. | 1,565 | $414.5K | 0.26% | +1,565 | New |
| Reliant Investment Partners, LLC | 1,565 | $414.6K | 0.33% | 00.0% | Unchanged |
| Cura Wealth Advisors, LLC | 1,567 | $415.1K | 0.16% | +334+27.1% | Added |
| KC Investment Advisors, LLC | 1,569 | $415.6K | 0.10% | −11−0.7% | Reduced |
| Seed Wealth Management, Inc. | 1,570 | $415.9K | 0.29% | −200−11.3% | Reduced |
| AdvisorNet Financial, Inc | 1,571 | $416.2K | 0.02% | −53−3.3% | Reduced |
| Wakefield Asset Management LLLP | 1,575 | $417.2K | 0.11% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,577 | $417.7K | 0.04% | +211+15.4% | Added |
| Avenue 1 Advisors, LLC | 1,586 | $420.2K | 0.13% | −28−1.7% | Reduced |
| Sierra Summit Advisors LLC | 1,587 | $420.4K | 0.06% | −236−12.9% | Reduced |
| Fielder Capital Group LLC | 1,591 | $421.4K | 0.09% | +388+32.3% | Added |
| LJI Wealth Management, LLC | 1,592 | $421.7K | 0.06% | −191−10.7% | Reduced |
| Marino, Stram & Associates LLC | 1,593 | $422.0K | 0.08% | −402−20.2% | Reduced |
| Beaumont Financial Advisors, LLC | 1,598 | $423.3K | 0.03% | −39−2.4% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 1,594 | $424.4K | 0.01% | +1,271+393.5% | Added |
| Advisor Resource Council | 2,013 | $424.6K | 0.15% | +2,013 | New |
| Gemmer Asset Management LLC | 1,606 | $425.6K | 0.03% | +171+11.9% | Added |
| Guardian Asset Advisors, LLC | 1,605 | $426.4K | 0.22% | −319−16.6% | Reduced |
| South Shore Capital Advisors | 1,613 | $427.3K | 0.31% | +1,613 | New |
| Howard Financial Services, Ltd. | 1,621 | $429.4K | 0.05% | +94+6.2% | Added |
| Rooted Wealth Advisors, Inc. | 2,155 | $429.8K | 0.12% | −715−24.9% | Reduced |
| Stonebridge Financial Group, LLC | 1,625 | $430.5K | 0.37% | +1,625 | New |
| Arcataur Capital Management LLC | 1,628 | $431.3K | 0.12% | −24−1.5% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 1,631 | $432.1K | 0.47% | +94+6.1% | Added |
| Claret Asset Management Corp | 1,637 | $434.0K | 0.05% | +52+3.3% | Added |
| Legacy Edge Advisors, LLC | 1,640 | $434.5K | 0.05% | −61−3.6% | Reduced |
| Epiq Partners, LLC | 1,641 | $434.7K | 0.20% | −27−1.6% | Reduced |
| CVFG LLC | 1,641 | $434.8K | 0.30% | +73+4.7% | Added |
| Old North State Wealth Management, LLC | 1,639 | $435.1K | 0.20% | +691+72.9% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,645 | $435.8K | 0.05% | +1,645 | New |
| LaSalle St. Investment Advisors, LLC | 1,651 | $437.0K | 0.07% | +17+1.0% | Added |
| Koss-Olinger Consulting, LLC | 1,652 | $438.0K | 0.03% | −478−22.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,656 | $438.6K | 0.05% | +1,656 | New |
| Garrett Wealth Advisory Group, LLC | 1,658 | $439.2K | 0.08% | −80−4.6% | Reduced |
| JM2 Capital Inc. | 1,666 | $441.4K | 0.35% | +1,666 | New |
| Patrick M Sweeney & Associates, Inc | 1,668 | $441.8K | 0.28% | +147+9.7% | Added |
| Wayfinding Financial, LLC | 1,671 | $443.0K | 0.19% | −109−6.1% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,693 | $445.1K | 0.04% | +1,693 | New |
| Thryve Wealth Management LLC | 1,683 | $445.8K | 0.22% | +1,683 | New |
| DGS Capital Management, LLC | 1,683 | $445.9K | 0.08% | +800+90.6% | Added |
| Legacy Trust | 1,684 | $446.1K | 0.08% | 00.0% | Unchanged |
| David J Yvars Group | 1,685 | $446.4K | 0.24% | +120+7.7% | Added |
| Aviso Financial Inc. | 1,686 | $446.6K | 0.02% | −3,204−65.5% | Reduced |
| Smith Thornton Advisors LLC | 1,686 | $446.7K | 0.23% | +15+0.9% | Added |
| LRI Investments, LLC | 24,893 | $447.3K | 0.04% | +305+1.2% | Added |
| MSH Capital Advisors LLC | 1,695 | $449.1K | 0.10% | +1,695 | New |
| Pinnacle Bancorp, Inc. | 1,700 | $450.3K | 0.13% | −150−8.1% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 1,702 | $450.8K | 0.23% | +27+1.6% | Added |
| Northwest & Ethical Investments L.P. | 1,700 | $452.2K | 0.01% | −64,985−97.5% | Reduced |
| Kera Capital Partners, Inc. | 2,135 | $453.3K | 0.06% | +1,259+143.7% | Added |
| TFR Capital, LLC. | 1,712 | $453.5K | 0.15% | +10+0.6% | Added |
| Waters Parkerson & Co., LLC | 1,715 | $454.3K | 0.02% | 00.0% | Unchanged |
| Financial Life Planners | 1,717 | $455.0K | 0.33% | −115−6.3% | Reduced |
| Tyche Wealth Partners LLC | 1,720 | $455.7K | 0.07% | −32−1.8% | Reduced |
| Schnieders Capital Management, LLC. | 1,726 | $457.2K | 0.07% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,729 | $458.0K | 0.27% | +141+8.9% | Added |
| Jacobsen Capital Management | 1,730 | $458.3K | 0.15% | −190−9.9% | Reduced |
| Financial Enhancement Group LLC | 2,069 | $458.4K | 0.06% | −326−13.6% | Reduced |
| KG&L Capital Management,LLC | 1,740 | $461.1K | 0.12% | −190−9.8% | Reduced |
| McAdam, LLC | 1,743 | $461.8K | 0.02% | +134+8.3% | Added |
| TFC Financial Management | 1,743 | $461.8K | 0.06% | +342+24.4% | Added |
| Gallagher Capital Advisors, LLC | 1,747 | $462.9K | 0.30% | −1,733−49.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,748 | $463.1K | 0.14% | −45−2.5% | Reduced |
| Summit Wealth Group LLC | 1,749 | $463.3K | 0.06% | −11,825−87.1% | Reduced |
| Pines Wealth Management, LLC | 1,750 | $463.6K | 0.15% | +26+1.5% | Added |
| Austin Private Wealth, LLC | 1,759 | $465.9K | 0.03% | −1,311−42.7% | Reduced |
| Franklin Street Advisors Inc | 1,759 | $466.0K | 0.03% | −165−8.6% | Reduced |
| Pacific Sage Partners, LLC | 1,761 | $466.5K | 0.07% | −41−2.3% | Reduced |
| Welch Group, LLC | 1,764 | $467.3K | 0.02% | +95+5.7% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,770 | $468.9K | 0.23% | +75+4.4% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 1,778 | $471.0K | 0.26% | −539−23.3% | Reduced |
| Wedge Capital Management L L P | 1,778 | $471.0K | 0.01% | +110+6.6% | Added |
| Vista Investment Management | 1,791 | $474.5K | 0.16% | −137−7.1% | Reduced |
| Waddell & Associates, LLC | 1,796 | $475.7K | 0.03% | −204−10.2% | Reduced |
| Castle Rock Wealth Management, LLC | 2,456 | $476.6K | 0.10% | −198−7.5% | Reduced |
| Benin Management CORP | 1,807 | $478.7K | 0.11% | +20+1.1% | Added |
| Waterloo Capital, L.P. | 1,809 | $479.3K | 0.03% | +235+14.9% | Added |
| Encompass Wealth Advisors, LLC | 1,815 | $480.7K | 0.16% | +104+6.1% | Added |
| Hartline Investment Corp | 1,822 | $482.7K | 0.05% | −15,628−89.6% | Reduced |
| Traveka Wealth, LLC | 1,824 | $483.1K | 0.20% | −98−5.1% | Reduced |
| Affinity Capital Advisors, LLC | 1,824 | $483.3K | 0.07% | +252+16.0% | Added |
| Moment Partners, LLC | 1,827 | $484.8K | 0.10% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 1,830 | $484.8K | 0.08% | +1,830 | New |
| Rexford Capital Inc | 1,831 | $485.1K | 0.37% | −236−11.4% | Reduced |
| Clarity Wealth Advisors, LLC | 1,831 | $485.1K | 0.10% | −73−3.8% | Reduced |
| FF Advisors,LLC | 1,832 | $485.3K | 0.22% | −22−1.2% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,832 | $485.3K | 0.76% | +1,832 | New |
| CoreCap Advisors, LLC | 1,835 | $486.2K | 0.02% | −382−17.2% | Reduced |
| Armis Advisers, LLC | 2,490 | $486.5K | 0.05% | +674+37.1% | Added |
| Bellecapital International Ltd. | 1,837 | $486.6K | 0.09% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,838 | $486.9K | 0.06% | −22−1.2% | Reduced |
| Rainier Family Wealth Inc | 1,849 | $489.8K | 0.37% | +737+66.3% | Added |
| Stokes Family Office, LLC | 1,849 | $489.9K | 0.04% | +171+10.2% | Added |