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 |
|---|---|---|---|---|---|
| St. Louis Financial Planners Asset Management, LLC | 10,882 | $2.88M | 1.77% | +10,882 | New |
| Icon Advisers Inc | 10,862 | $2.88M | 0.62% | −1,000−8.4% | Reduced |
| Savvy Advisors, Inc. | 10,830 | $2.87M | 0.09% | +2,994+38.2% | Added |
| Atala Financial Inc | 10,825 | $2.87M | 1.84% | +688+6.8% | Added |
| Fulton Bank, N.A. | 10,773 | $2.85M | 0.10% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 11,228 | $2.85M | 0.58% | −125−1.1% | Reduced |
| Alta Capital Management LLC | 10,743 | $2.85M | 0.19% | −2,750−20.4% | Reduced |
| Insigneo Advisory Services, LLC | 10,727 | $2.84M | 0.20% | −1,100−9.3% | Reduced |
| SCS Capital Management LLC | 10,692 | $2.84M | 0.03% | +136+1.3% | Added |
| Trust Asset Management LLC | 10,637 | $2.82M | 0.19% | −396−3.6% | Reduced |
| Capital Investment Advisors, LLC | 10,634 | $2.82M | 0.04% | +96+0.9% | Added |
| Nations Financial Group Inc, | 10,630 | $2.82M | 0.15% | +644+6.4% | Added |
| OMC Financial Services LTD | 10,623 | $2.81M | 1.05% | −592−5.3% | Reduced |
| Avestar Capital, LLC | 10,610 | $2.81M | 0.19% | −529−4.7% | Reduced |
| Cornerstone Wealth Management, LLC | 10,563 | $2.80M | 0.15% | +6,115+137.5% | Added |
| BFSG, LLC | 10,557 | $2.80M | 0.27% | +511+5.1% | Added |
| RMR Wealth Builders | 10,520 | $2.79M | 0.22% | +2,431+30.1% | Added |
| Strategic Advisors LLC | 10,510 | $2.78M | 0.44% | +289+2.8% | Added |
| Cornerstone Planning, LLC | 10,464 | $2.78M | 0.65% | +10,464 | New |
| Sofos Investments, Inc. | 10,501 | $2.78M | 0.54% | +1,193+12.8% | Added |
| Concord Asset Management, LLC | 10,494 | $2.78M | 0.48% | −48−0.5% | Reduced |
| Morangie Management LLC | 10,443 | $2.77M | 2.21% | +3,822+57.7% | Added |
| Hillman Capital Management, Inc. | 10,397 | $2.75M | 1.73% | −1,974−16.0% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 11,298 | $2.75M | 1.04% | +6,071+116.1% | Added |
| Coastal Bridge Advisors, LLC | 10,330 | $2.74M | 0.20% | +457+4.6% | Added |
| Jones Kertz & Associates, Inc. | 10,293 | $2.73M | 1.40% | +10,293 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,271 | $2.72M | 0.28% | −195−1.9% | Reduced |
| Zhang Financial LLC | 10,234 | $2.71M | 0.10% | −1,755−14.6% | Reduced |
| Boyd Watterson Asset Management LLC | 10,133 | $2.68M | 0.77% | +849+9.1% | Added |
| Ronald Blue Trust, Inc. | 10,125 | $2.68M | 0.03% | +318+3.2% | Added |
| Aft, Forsyth & Company, Inc. | 10,104 | $2.68M | 1.16% | −130−1.3% | Reduced |
| Missouri Trust & Investment Co | 10,089 | $2.67M | 0.78% | −21−0.2% | Reduced |
| Udine Wealth Management, Inc. | 10,042 | $2.66M | 1.26% | +10,042 | New |
| Segment Wealth Management, LLC | 9,994 | $2.65M | 0.15% | −340−3.3% | Reduced |
| VeraBank, N.A. | 9,978 | $2.64M | 0.48% | −100−1.0% | Reduced |
| Lord, Abbett & Co. LLC | 9,968 | $2.64M | 0.01% | −1,994−16.7% | Reduced |
| Carmel Capital Partners, LLC | 9,919 | $2.63M | 0.92% | +6,841+222.3% | Added |
| Douglass Winthrop Advisors, LLC | 9,910 | $2.63M | 0.05% | +191+2.0% | Added |
| LifePlan Financial, LLC | 9,884 | $2.62M | 2.01% | +718+7.8% | Added |
| Western Wealth Management, LLC | 9,864 | $2.61M | 0.12% | +112+1.1% | Added |
| Convergence Investment Partners, LLC | 9,846 | $2.61M | 0.52% | +8,625+706.4% | Added |
| Fidelis Capital Partners, LLC | 9,843 | $2.61M | 0.19% | −2,660−21.3% | Reduced |
| Valley National Advisers Inc | 9,832 | $2.60M | 0.36% | −939−8.7% | Reduced |
| Invst, LLC | 9,786 | $2.59M | 0.28% | +3,715+61.2% | Added |
| Community Bank, N.A. | 9,772 | $2.59M | 0.31% | +443+4.7% | Added |
| Sculati Wealth Management, LLC | 9,771 | $2.59M | 0.91% | −250−2.5% | Reduced |
| CWA Asset Management Group, LLC | 9,754 | $2.58M | 0.09% | −876−8.2% | Reduced |
| Cache Advisors, LLC | 9,668 | $2.56M | 0.31% | −2,884−23.0% | Reduced |
| Institute for Wealth Management, LLC. | 9,649 | $2.56M | 0.27% | −190−1.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 9,620 | $2.55M | 0.31% | +731+8.2% | Added |
| Tiemann Investment Advisors, LLC | 9,580 | $2.54M | 0.99% | −175−1.8% | Reduced |
| Midwest Professional Planners, LTD. | 9,546 | $2.53M | 0.60% | −4,120−30.1% | Reduced |
| Capstone Investment Advisors, LLC | 9,470 | $2.51M | 0.02% | −69,565−88.0% | Reduced |
| Cetera Trust Company, N.A | 9,446 | $2.50M | 1.34% | +10+0.1% | Added |
| Principle Wealth Partners LLC | 9,441 | $2.50M | 0.14% | −194−2.0% | Reduced |
| Bay Rivers Group | 9,430 | $2.50M | 1.01% | −343−3.5% | Reduced |
| Premier Path Wealth Partners, LLC | 9,423 | $2.50M | 0.32% | −533−5.4% | Reduced |
| Poehling Capital Management, LLC | 9,412 | $2.49M | 0.51% | +7,586+415.4% | Added |
| Dana Investment Advisors, Inc. | 9,392 | $2.49M | 0.07% | +827+9.7% | Added |
| Compton Wealth Advisory Group, LLC | 9,386 | $2.49M | 0.54% | −306−3.2% | Reduced |
| Congress Park Capital LLC | 9,384 | $2.49M | 0.74% | −1,174−11.1% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,348 | $2.48M | 0.75% | +653+7.5% | Added |
| Texas Yale Capital Corp. | 9,339 | $2.47M | 0.07% | +20+0.2% | Added |
| SeaCrest Wealth Management, LLC | 9,294 | $2.47M | 0.25% | −258−2.7% | Reduced |
| Chemung Canal Trust Co | 9,332 | $2.47M | 0.49% | +7,812+513.9% | Added |
| Cove Private Wealth, LLC | 9,300 | $2.46M | 0.73% | +884+10.5% | Added |
| Ascent Wealth Partners, LLC | 9,273 | $2.46M | 0.28% | −18−0.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 9,256 | $2.45M | 0.04% | 00.0% | Unchanged |
| Eastern Bank | 9,229 | $2.44M | 0.04% | +84+0.9% | Added |
| Sowell Financial Services LLC | 9,222 | $2.44M | 0.09% | +1,037+12.7% | Added |
| EverSource Wealth Advisors, LLC | 9,193 | $2.44M | 0.09% | −194−2.1% | Reduced |
| Rossmore Private Capital | 9,173 | $2.43M | 0.22% | +2,659+40.8% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 9,183 | $2.43M | 0.22% | 00.0% | Unchanged |
| Boltwood Capital Management | 9,151 | $2.42M | 0.63% | −85−0.9% | Reduced |
| Jacobi Capital Management LLC | 9,142 | $2.42M | 0.14% | +158+1.8% | Added |
| TLWM | 9,121 | $2.42M | 0.44% | −84−0.9% | Reduced |
| FRG Family Wealth Advisors LLC | 9,117 | $2.42M | 0.37% | −3,789−29.4% | Reduced |
| FOCUS Wealth Advisors, LLC | 9,088 | $2.41M | 1.12% | +130+1.5% | Added |
| Arthur M. Cohen & Associates, LLC | 9,067 | $2.40M | 0.39% | −1,653−15.4% | Reduced |
| Cigna Investments Inc | 9,045 | $2.40M | 0.35% | −73−0.8% | Reduced |
| Portfolio Design Labs, LLC | 9,025 | $2.39M | 0.39% | +305+3.5% | Added |
| Brevan Howard Capital Management LP | 9,025 | $2.39M | 0.05% | −9,180−50.4% | Reduced |
| Axxcess Wealth Management, LLC | 9,025 | $2.39M | 0.04% | −1,278−12.4% | Reduced |
| Weaver Capital Management LLC | 9,023 | $2.39M | 0.51% | +638+7.6% | Added |
| Elevated Financial Group LLC | 9,009 | $2.39M | 0.83% | +9,009 | New |
| Thoroughbred Financial Services, LLC | 9,005 | $2.38M | 0.14% | −1,550−14.7% | Reduced |
| Power Wealth Management LLC | 8,970 | $2.38M | 0.84% | +426+5.0% | Added |
| Moneta Group Investment Advisors LLC | 8,964 | $2.37M | 0.02% | −905−9.2% | Reduced |
| Welch & Forbes LLC | 8,958 | $2.37M | 0.03% | −14−0.2% | Reduced |
| Clarius Group, LLC | 8,892 | $2.36M | 0.13% | −824−8.5% | Reduced |
| Y.D. More Investments Ltd | 8,855 | $2.35M | 0.11% | −3,372−27.6% | Reduced |
| Sovran Advisors, LLC | 10,016 | $2.34M | 0.20% | +2,913+41.0% | Added |
| Teamwork Financial Advisors, LLC | 8,689 | $2.30M | 0.25% | +1,311+17.8% | Added |
| Venturi Wealth Management, LLC | 8,684 | $2.30M | 0.10% | +501+6.1% | Added |
| Hilltop Holdings Inc. | 8,618 | $2.28M | 0.14% | −4,058−32.0% | Reduced |
| HighVista Strategies LLC | 8,613 | $2.28M | 0.59% | −4,272−33.2% | Reduced |
| Nelson Capital Management, LLC | 8,581 | $2.27M | 0.27% | −134−1.5% | Reduced |
| Moody National Bank Trust Division | 8,558 | $2.27M | 0.22% | −2,590−23.2% | Reduced |
| AustralianSuper Pty Ltd | 8,527 | $2.26M | 0.01% | +4,775+127.3% | Added |
| WD Rutherford LLC | 8,525 | $2.26M | 0.94% | −4,923−36.6% | Reduced |