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
- 2,958
- +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
- 1,085 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 |
|---|---|---|---|---|---|
| VestGen Advisors, LLC | 17,807 | $4.72M | 0.20% | +556+3.2% | Added |
| Roberts Wealth Advisors, LLC | 17,781 | $4.71M | 1.23% | +1,011+6.0% | Added |
| Atomi Financial Group, Inc. | 17,781 | $4.71M | 0.14% | +135+0.8% | Added |
| Garde Capital, Inc. | 17,691 | $4.69M | 0.28% | +1,475+9.1% | Added |
| First National Trust Co | 17,684 | $4.68M | 0.16% | −6,936−28.2% | Reduced |
| RBA Wealth Management, LLC | 17,673 | $4.68M | 1.59% | +214+1.2% | Added |
| Tema ETFs LLC | 17,659 | $4.68M | 0.36% | −52−0.3% | Reduced |
| Connable Office Inc | 17,612 | $4.67M | 0.43% | +8,243+88.0% | Added |
| Pegasus Asset Management, Inc. | 17,510 | $4.64M | 1.43% | +499+2.9% | Added |
| Bank Hapoalim BM | 17,502 | $4.64M | 0.40% | −412−2.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 17,490 | $4.63M | 1.75% | +2,440+16.2% | Added |
| Integrated Wealth Concepts LLC | 17,479 | $4.63M | 0.06% | −5,880−25.2% | Reduced |
| Prana Capital Management, LP | 17,450 | $4.62M | 0.17% | +12,956+288.3% | Added |
| Resources Investment Advisors, LLC. | 17,446 | $4.62M | 0.05% | +4,425+34.0% | Added |
| Kovack Advisors, Inc. | 17,420 | $4.61M | 0.22% | +5,056+40.9% | Added |
| Zevenbergen Capital Investments LLC | 17,400 | $4.61M | 0.10% | 00.0% | Unchanged |
| SFE Investment Counsel | 17,394 | $4.61M | 0.72% | +7,871+82.7% | Added |
| Linscomb & Williams, Inc. | 17,360 | $4.60M | 0.19% | +172+1.0% | Added |
| Dynamic Advisor Solutions LLC | 17,355 | $4.60M | 0.15% | −2,126−10.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 17,289 | $4.58M | 0.16% | −471−2.7% | Reduced |
| Optas, LLC | 17,234 | $4.57M | 0.71% | +1,086+6.7% | Added |
| Inspire Trust Co, N.A. | 17,013 | $4.51M | 0.74% | +1,913+12.7% | Added |
| Partners Capital Investment Group, LLP | 16,907 | $4.48M | 0.17% | +3,832+29.3% | Added |
| Diversified Trust Co | 16,895 | $4.48M | 0.08% | −2,645−13.5% | Reduced |
| Sagespring Wealth Partners, LLC | 16,865 | $4.47M | 0.08% | +1,030+6.5% | Added |
| Journey Retirement Planning & Investment Management LLC | 16,864 | $4.47M | 0.92% | +16,864 | New |
| Smartleaf Asset Management LLC | 16,797 | $4.47M | 0.17% | +7,252+76.0% | Added |
| CCM Investment Advisers LLC | 16,705 | $4.43M | 0.42% | −3,619−17.8% | Reduced |
| Hills Bank & Trust Co | 16,704 | $4.43M | 0.26% | −566−3.3% | Reduced |
| Allen Investment Management LLC | 16,653 | $4.41M | 0.05% | +9,680+138.8% | Added |
| Secure Asset Management, LLC | 16,648 | $4.41M | 0.69% | +59+0.4% | Added |
| Torrey Growth & Income Advisors | 16,540 | $4.38M | 1.52% | −4,019−19.5% | Reduced |
| Joseph Group Capital Management | 16,535 | $4.38M | 1.15% | +683+4.3% | Added |
| Azzad Asset Management Inc | 16,462 | $4.36M | 0.43% | +420+2.6% | Added |
| Investment Research & Advisory Group, Inc. | 16,351 | $4.34M | 1.44% | +140+0.9% | Added |
| Parsons Capital Management Inc | 16,361 | $4.33M | 0.24% | −339−2.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 16,449 | $4.32M | 0.09% | −1,665−9.2% | Reduced |
| Boston Partners | 16,281 | $4.31M | 0.00% | −21,208−56.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16,241 | $4.30M | 0.13% | +465+2.9% | Added |
| AMG National Trust Bank | 16,235 | $4.30M | 0.10% | +8,268+103.8% | Added |
| Ocean Capital Management, LLC | 16,182 | $4.29M | 0.85% | −648−3.9% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $4.24M | 1.14% | 00.0% | Unchanged |
| Ostrum Asset Management | 15,989 | $4.24M | 0.20% | −3,028−15.9% | Reduced |
| Centaurus Financial, Inc. | 15,983 | $4.23M | 0.19% | −2,171−12.0% | Reduced |
| Twin Tree Management, LP | 15,943 | $4.22M | 0.43% | −7,040−30.6% | Reduced |
| Sepio Capital, LP | 15,937 | $4.22M | 0.23% | +826+5.5% | Added |
| Arlington Financial Advisors, LLC | 15,936 | $4.22M | 0.60% | −182−1.1% | Reduced |
| GAMMA Investing LLC | 15,888 | $4.21M | 0.21% | +1,703+12.0% | Added |
| Meeder Advisory Services, Inc. | 15,810 | $4.19M | 0.18% | +158+1.0% | Added |
| Means Investment Co., Inc. | 15,730 | $4.17M | 0.35% | −1,982−11.2% | Reduced |
| Hillsdale Investment Management Inc. | 15,704 | $4.16M | 0.11% | −6,835−30.3% | Reduced |
| Condor Capital Management | 15,703 | $4.16M | 0.34% | −283−1.8% | Reduced |
| Greater Midwest Financial Group, LLC | 15,693 | $4.16M | 2.32% | −1,125−6.7% | Reduced |
| Sterling Capital Management LLC | 15,657 | $4.15M | 0.07% | −1,223−7.2% | Reduced |
| Glassy Mountain Advisors, Inc. | 15,656 | $4.15M | 1.25% | +2,764+21.4% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $4.14M | 0.13% | 00.0% | Unchanged |
| South State Corp. | 15,619 | $4.14M | 0.19% | −873−5.3% | Reduced |
| Peapack Gladstone Financial Corp | 15,592 | $4.13M | 0.05% | +1,975+14.5% | Added |
| Modus Advisors, LLC | 15,553 | $4.12M | 1.09% | +1,271+8.9% | Added |
| Arrow Financial Corp | 15,546 | $4.12M | 0.41% | −155−1.0% | Reduced |
| Hancock Whitney Corp | 15,491 | $4.10M | 0.07% | −1,726−10.0% | Reduced |
| D L Carlson Investment Group Inc | 15,386 | $4.08M | 0.69% | −154−1.0% | Reduced |
| Quadrant Capital Group LLC | 15,305 | $4.05M | 0.12% | −7,631−33.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 15,282 | $4.05M | 0.69% | −1,114−6.8% | Reduced |
| First Interstate Bank | 15,266 | $4.04M | 0.22% | −35−0.2% | Reduced |
| Stevens Capital Management LP | 15,185 | $4.02M | 1.42% | +15,185 | New |
| Eagle Strategies LLC | 15,024 | $3.98M | 0.51% | −304−2.0% | Reduced |
| Kamunting Street Capital Management, L.P. | 15,000 | $3.97M | 2.71% | +10,000+200.0% | Added |
| Fragasso Group Inc. | 14,954 | $3.96M | 0.24% | −381−2.5% | Reduced |
| Bailard, Inc. | 14,926 | $3.95M | 0.09% | −6,460−30.2% | Reduced |
| Bey-Douglas LLC | 14,915 | $3.95M | 3.17% | −324−2.1% | Reduced |
| Miracle Mile Advisors, LLC | 14,911 | $3.95M | 0.06% | +2,924+24.4% | Added |
| Mission Wealth Management, LP | 14,895 | $3.95M | 0.08% | −2,535−14.5% | Reduced |
| Sandhill Capital Partners LLC | 14,886 | $3.94M | 0.28% | −1,826−10.9% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 14,856 | $3.94M | 1.36% | −925−5.9% | Reduced |
| NBT Bank N A | 14,995 | $3.91M | 0.25% | +426+2.9% | Added |
| Hixon Zuercher, LLC | 14,722 | $3.90M | 1.18% | +396+2.8% | Added |
| West Michigan Advisors, LLC | 14,602 | $3.87M | 0.89% | +291+2.0% | Added |
| Caldwell Trust Co | 14,573 | $3.86M | 0.34% | −2,430−14.3% | Reduced |
| Skopos Labs, Inc. | 14,496 | $3.86M | 0.18% | +4,131+39.9% | Added |
| WealthShield Partners, LLC | 14,543 | $3.85M | 0.42% | +159+1.1% | Added |
| Woodmont Investment Counsel LLC | 14,530 | $3.85M | 0.24% | +35+0.2% | Added |
| Corvex Management LP | 14,500 | $3.84M | 0.13% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 14,441 | $3.83M | 0.38% | −601−4.0% | Reduced |
| Smith, Salley & Associates | 14,435 | $3.82M | 0.19% | +894+6.6% | Added |
| First American Bank | 14,418 | $3.82M | 0.23% | +1,109+8.3% | Added |
| Ossiam | 14,400 | $3.81M | 0.08% | −80,481−84.8% | Reduced |
| Correct Capital Wealth Management | 14,389 | $3.81M | 0.72% | +842+6.2% | Added |
| Nicollet Investment Management, Inc. | 14,381 | $3.81M | 1.21% | −478−3.2% | Reduced |
| Conscious Wealth Investments, LLC | 20,034 | $3.81M | 2.28% | +6,420+47.2% | Added |
| Collar Capital Management, LLC | 14,366 | $3.81M | 2.54% | +205+1.4% | Added |
| Ritholtz Wealth Management | 14,355 | $3.80M | 0.07% | +191+1.3% | Added |
| Garrett Investment Advisors LLC | 14,329 | $3.80M | 0.30% | +1,418+11.0% | Added |
| Laurel Wealth Advisors LLC | 14,276 | $3.78M | 0.50% | −443−3.0% | Reduced |
| Brady Family Wealth, LLC | 14,266 | $3.78M | 1.17% | −258−1.8% | Reduced |
| Cozad Asset Management Inc | 14,245 | $3.77M | 0.29% | +176+1.3% | Added |
| Gladstone Institutional Advisory LLC | 14,177 | $3.76M | 0.14% | −3,112−18.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 14,167 | $3.75M | 0.13% | −2,219−13.5% | Reduced |
| Checchi Capital Advisers, LLC | 14,156 | $3.75M | 0.26% | −987−6.5% | Reduced |
| Group One Trading, L.P. | 14,120 | $3.74M | 0.11% | +8,978+174.6% | Added |