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 |
|---|---|---|---|---|---|
| Savant Capital, LLC | 14,101 | $3.74M | 0.02% | −934−6.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 13,870 | $3.67M | 1.11% | −118−0.8% | Reduced |
| Verde Capital Management | 13,848 | $3.67M | 0.78% | +1,001+7.8% | Added |
| Strategic Wealth Partners, Ltd. | 13,659 | $3.62M | 0.25% | −28,475−67.6% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 13,627 | $3.61M | 1.66% | +8,395+160.5% | Added |
| Hall Laurie J Trustee | 13,566 | $3.59M | 1.19% | +1,695+14.3% | Added |
| Ledyard National Bank | 13,467 | $3.57M | 0.31% | −1,202−8.2% | Reduced |
| Stansberry Asset Management, LLC | 13,419 | $3.55M | 0.36% | +34+0.3% | Added |
| Cohen Investment Advisors LLC | 13,400 | $3.55M | 1.63% | +460+3.6% | Added |
| MV Capital Management, Inc. | 13,392 | $3.55M | 0.34% | +206+1.6% | Added |
| Altrafin AG | 13,381 | $3.54M | 1.12% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 13,371 | $3.54M | 1.71% | +655+5.2% | Added |
| Change Path, LLC | 13,350 | $3.54M | 0.09% | +1,168+9.6% | Added |
| AXS Investments LLC | 13,336 | $3.53M | 1.22% | −174−1.3% | Reduced |
| Frank, Rimerman Advisors LLC | 13,248 | $3.51M | 0.22% | +1,251+10.4% | Added |
| GTS Securities LLC | 13,216 | $3.50M | 0.12% | +10,885+467.0% | Added |
| EPG Wealth Management LLC | 13,188 | $3.49M | 0.94% | +398+3.1% | Added |
| Charter Trust Co | 13,159 | $3.49M | 0.20% | −588−4.3% | Reduced |
| First Horizon Corp | 13,082 | $3.47M | 0.15% | +285+2.2% | Added |
| Canandaigua National Bank & Trust Co | 13,078 | $3.46M | 0.31% | +1,103+9.2% | Added |
| HBW Advisory Services LLC | 13,041 | $3.45M | 0.38% | −26−0.2% | Reduced |
| Parsonex Advisory Services, Inc. | 12,988 | $3.44M | 2.19% | +1,014+8.5% | Added |
| Kornitzer Capital Management Inc | 12,960 | $3.43M | 0.07% | −308−2.3% | Reduced |
| Wealthcare Advisory Partners LLC | 12,863 | $3.41M | 0.07% | +664+5.4% | Added |
| IHT Wealth Management, LLC | 12,953 | $3.40M | 0.08% | −363−2.7% | Reduced |
| Mission Creek Capital Partners, Inc. | 12,809 | $3.39M | 0.69% | −142−1.1% | Reduced |
| Advocate Group LLC | 12,777 | $3.38M | 0.55% | +193+1.5% | Added |
| National Asset Management, Inc. | 12,750 | $3.38M | 0.16% | −246−1.9% | Reduced |
| Graphene Investments SAS | 12,700 | $3.36M | 2.11% | +400+3.3% | Added |
| RD Finance Ltd | 12,645 | $3.35M | 3.39% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 12,617 | $3.34M | 0.82% | +6,812+117.3% | Added |
| Positano Wealth Management Ltd | 12,600 | $3.34M | 2.61% | +12,600 | New |
| Courier Capital LLC | 12,586 | $3.33M | 0.19% | +628+5.3% | Added |
| Mathes Company, Inc. | 12,518 | $3.32M | 1.18% | −40−0.3% | Reduced |
| Independence Bank of Kentucky | 12,502 | $3.31M | 0.41% | +138+1.1% | Added |
| Twin Capital Management Inc | 12,457 | $3.30M | 0.41% | −1,202−8.8% | Reduced |
| Rockline Wealth Management, LLC | 12,454 | $3.30M | 0.67% | +98+0.8% | Added |
| Kingswood Wealth Advisors, LLC | 12,435 | $3.29M | 0.16% | +2,253+22.1% | Added |
| IPG Investment Advisors LLC | 12,397 | $3.29M | 0.58% | +416+3.5% | Added |
| Portside Wealth Group, LLC | 12,397 | $3.28M | 0.44% | +5,855+89.5% | Added |
| Winch Advisory Services, LLC | 12,371 | $3.28M | 0.72% | −521−4.0% | Reduced |
| Paradigm Financial Partners, LLC | 12,350 | $3.27M | 0.33% | −224−1.8% | Reduced |
| Harrell Investment Partners, LLC | 12,297 | $3.26M | 0.77% | −27−0.2% | Reduced |
| Resources Management Corp | 12,265 | $3.25M | 0.42% | +184+1.5% | Added |
| Rockland Trust Co | 12,263 | $3.25M | 0.13% | −803−6.1% | Reduced |
| Cullen Investment Group, Ltd. | 12,437 | $3.23M | 0.42% | −2,938−19.1% | Reduced |
| AlphaCore Capital LLC | 12,131 | $3.22M | 0.07% | +3,546+41.3% | Added |
| Kelly Lawrence W & Associates Inc | 12,131 | $3.21M | 0.78% | +225+1.9% | Added |
| KPP Advisory Services LLC | 12,117 | $3.21M | 0.47% | −136−1.1% | Reduced |
| Marion Wealth Management | 14,060 | $3.21M | 0.71% | +944+7.2% | Added |
| Mather Group, LLC. | 12,091 | $3.20M | 0.03% | +1,453+13.7% | Added |
| Mount Yale Investment Advisors, LLC | 12,069 | $3.20M | 0.15% | +6,190+105.3% | Added |
| SRS Capital Advisors, Inc. | 12,056 | $3.19M | 0.09% | −3,826−24.1% | Reduced |
| GKV Capital Management Co., Inc. | 12,024 | $3.19M | 1.19% | +6,774+129.0% | Added |
| Symphony Financial, Ltd. Co. | 11,970 | $3.18M | 0.43% | −5,306−30.7% | Reduced |
| Sphera Management Technology Funds Ltd | 12,000 | $3.18M | 1.66% | +5,940+98.0% | Added |
| Aaron Wealth Advisors | 11,977 | $3.17M | 0.18% | +3,930+48.8% | Added |
| United Bank | 11,950 | $3.17M | 1.07% | +330+2.8% | Added |
| GPM Growth Investors, Inc. | 11,949 | $3.17M | 1.23% | −185−1.5% | Reduced |
| Morton Community Bank | 14,905 | $3.16M | 0.68% | +1,230+9.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 11,939 | $3.16M | 0.08% | +744+6.6% | Added |
| Cullinan Associates Inc | 11,900 | $3.15M | 0.21% | −2,600−17.9% | Reduced |
| NorthRock Partners, LLC | 11,870 | $3.14M | 0.05% | −9,870−45.4% | Reduced |
| John G Ullman & Associates Inc | 11,850 | $3.14M | 0.42% | −325−2.7% | Reduced |
| Norway Savings Bank | 11,804 | $3.13M | 1.45% | +425+3.7% | Added |
| Legacy Financial Advisors, Inc. | 11,799 | $3.13M | 0.43% | +1,833+18.4% | Added |
| Gs Investments, Inc. | 11,698 | $3.10M | 1.68% | +109+0.9% | Added |
| Knights of Columbus Asset Advisors LLC | 11,659 | $3.09M | 0.18% | −187−1.6% | Reduced |
| Aspiriant, LLC | 11,627 | $3.08M | 0.09% | +7,477+180.2% | Added |
| Resonant Capital Advisors, LLC | 11,568 | $3.07M | 0.17% | +1,030+9.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 11,571 | $3.07M | 1.71% | +559+5.1% | Added |
| Howard Capital Management Inc. | 11,528 | $3.05M | 0.04% | −14−0.1% | Reduced |
| Asset One Wealth Management LLC | 14,460 | $3.05M | 0.42% | +14,460 | New |
| Harel Insurance Investments & Financial Services Ltd. | 11,507 | $3.05M | 0.03% | +625+5.7% | Added |
| Integrated Advisors Network LLC | 11,455 | $3.03M | 0.13% | +963+9.2% | Added |
| New Hampshire Trust | 11,438 | $3.03M | 0.59% | −976−7.9% | Reduced |
| Mutual Advisors, LLC | 11,406 | $3.02M | 0.06% | −1,067−8.6% | Reduced |
| Advisors Preferred, LLC | 11,900 | $3.02M | 0.49% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 11,384 | $3.02M | 0.04% | −16,858−59.7% | Reduced |
| Qsemble Capital Management, LP | 11,364 | $3.01M | 0.25% | −9,382−45.2% | Reduced |
| Valicenti Advisory Services Inc | 11,352 | $3.01M | 0.63% | −200−1.7% | Reduced |
| K.J. Harrison & Partners Inc | 11,306 | $3.00M | 0.40% | +11,306 | New |
| Flagship Harbor Advisors, LLC | 11,257 | $2.98M | 0.14% | −5,395−32.4% | Reduced |
| Syon Capital LLC | 11,244 | $2.98M | 0.15% | +2,804+33.2% | Added |
| CFC Planning Co LLC | 11,214 | $2.97M | 2.29% | +687+6.5% | Added |
| Roundview Capital LLC | 11,183 | $2.96M | 0.18% | +67+0.6% | Added |
| Life Cycle Investment Partners Ltd | 11,111 | $2.94M | 0.02% | +11,111 | New |
| 180 Wealth Advisors, LLC | 11,108 | $2.94M | 0.34% | −61−0.5% | Reduced |
| PFG Investments, LLC | 11,104 | $2.94M | 0.14% | −1,436−11.5% | Reduced |
| Boomfish Wealth Group, LLC | 11,099 | $2.94M | 1.57% | −35−0.3% | Reduced |
| Glen Eagle Advisors, LLC | 11,098 | $2.94M | 0.40% | +673+6.5% | Added |
| RFG Advisory, LLC | 11,089 | $2.94M | 0.06% | −117−1.0% | Reduced |
| RNC Capital Management LLC | 11,074 | $2.93M | 0.13% | −8,017−42.0% | Reduced |
| Beech Hill Advisors, Inc. | 11,020 | $2.92M | 1.40% | −977−8.1% | Reduced |
| BigSur Wealth Management LLC | 11,000 | $2.92M | 0.71% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 10,987 | $2.91M | 0.09% | −15,176−58.0% | Reduced |
| RV Capital GmbH | 10,980 | $2.91M | 0.68% | 00.0% | Unchanged |
| Concord Wealth Partners | 10,968 | $2.91M | 0.38% | +259+2.4% | Added |
| J.W. Cole Advisors, Inc. | 16,672 | $2.90M | 0.07% | −5,847−26.0% | Reduced |
| Maia Wealth LLC | 15,606 | $2.89M | 0.49% | +2,226+16.6% | Added |