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 |
|---|---|---|---|---|---|
| WP Advisors, LLC | 8,524 | $2.26M | 0.56% | +595+7.5% | Added |
| Ameritas Investment Partners, Inc. | 8,521 | $2.26M | 0.07% | −253−2.9% | Reduced |
| Herbst Group, LLC | 8,506 | $2.25M | 1.33% | −115−1.3% | Reduced |
| Agate Pass Investment Management, LLC | 8,490 | $2.25M | 0.84% | +282+3.4% | Added |
| Forum Financial Management, LP | 8,487 | $2.25M | 0.03% | −1,054−11.0% | Reduced |
| Clear Harbor Asset Management, LLC | 8,481 | $2.25M | 0.15% | −349−4.0% | Reduced |
| Future Fund LLC | 8,471 | $2.24M | 0.79% | −252−2.9% | Reduced |
| Triangle Securities Wealth Management | 8,468 | $2.24M | 0.47% | −33−0.4% | Reduced |
| Citizens & Northern Corp | 8,467 | $2.24M | 0.56% | −383−4.3% | Reduced |
| Wellington Shields Capital Management, LLC | 8,460 | $2.24M | 0.33% | −200−2.3% | Reduced |
| Pinnacle Holdings, LLC | 8,452 | $2.24M | 0.76% | −115−1.3% | Reduced |
| Umpqua Bank | 8,416 | $2.23M | 0.62% | −7−0.1% | Reduced |
| Birch Hill Investment Advisors LLC | 8,392 | $2.22M | 0.09% | −840−9.1% | Reduced |
| Hemenway Trust Co LLC | 8,373 | $2.22M | 0.17% | −42,657−83.6% | Reduced |
| Orin Green Financial, LLC | 8,372 | $2.22M | 0.89% | −89−1.1% | Reduced |
| Steinberg Asset Management LLC | 8,348 | $2.21M | 1.65% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 8,314 | $2.20M | 0.83% | −29−0.3% | Reduced |
| Norden Group LLC | 8,284 | $2.19M | 0.21% | −24,546−74.8% | Reduced |
| Silvant Capital Management LLC | 8,267 | $2.19M | 0.07% | −88,121−91.4% | Reduced |
| Krane Funds Advisors LLC | 8,254 | $2.19M | 0.07% | +57+0.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,246 | $2.18M | 0.04% | −2,624−24.1% | Reduced |
| Bridgeway Capital Management, LLC | 8,230 | $2.18M | 0.05% | −60−0.7% | Reduced |
| iA Global Asset Management Inc. | 8,181 | $2.17M | 0.03% | +375+4.8% | Added |
| Davidson Capital Management Inc. | 8,158 | $2.16M | 0.47% | −3,814−31.9% | Reduced |
| Legacy Capital Wealth Management, LLC | 8,125 | $2.15M | 1.30% | +8,125 | New |
| Caliber Wealth Management, LLC | 8,113 | $2.15M | 0.23% | +143+1.8% | Added |
| De Burlo Group Inc | 8,105 | $2.15M | 0.26% | −1,109−12.0% | Reduced |
| BankPlus Trust Department | 8,085 | $2.14M | 0.56% | +872+12.1% | Added |
| SageView Advisory Group, LLC | 8,076 | $2.14M | 0.07% | +109+1.4% | Added |
| Scharf Investments, LLC | 8,040 | $2.13M | 0.06% | −2,792−25.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 8,038 | $2.13M | 0.10% | +465+6.1% | Added |
| Pictet North America Advisors SA | 7,986 | $2.12M | 0.20% | −830−9.4% | Reduced |
| Cambria Investment Management, L.P. | 7,982 | $2.11M | 0.12% | −1,860−18.9% | Reduced |
| Belpointe Asset Management LLC | 7,974 | $2.11M | 0.08% | −1,257−13.6% | Reduced |
| Processus Wealth & Capital Management, LLC | 7,956 | $2.11M | 1.39% | −909−10.3% | Reduced |
| Heritage Trust Co | 7,910 | $2.10M | 0.21% | −181−2.2% | Reduced |
| Great Lakes Retirement, Inc. | 7,891 | $2.09M | 0.22% | +711+9.9% | Added |
| Cooper Financial Group | 7,898 | $2.09M | 0.22% | +969+14.0% | Added |
| Hudson Canyon Capital Management | 7,855 | $2.08M | 1.22% | 00.0% | Unchanged |
| Wealth Management Partners, LLC | 7,834 | $2.08M | 0.59% | −482−5.8% | Reduced |
| Dockside LLC | 7,829 | $2.07M | 0.53% | +7,829 | New |
| BCJ Capital Management, LLC | 7,827 | $2.07M | 0.12% | +1,669+27.1% | Added |
| WSFS Capital Management, LLC | 7,777 | $2.06M | 0.10% | −311−3.8% | Reduced |
| Shepherd Financial Partners LLC | 7,774 | $2.06M | 0.19% | −152−1.9% | Reduced |
| Center for Financial Planning, Inc. | 7,766 | $2.06M | 0.21% | +404+5.5% | Added |
| Buckingham Strategic Partners | 7,751 | $2.05M | 0.03% | −6,073−43.9% | Reduced |
| Heritage Wealth Management, Inc. | 7,741 | $2.05M | 0.57% | +569+7.9% | Added |
| Matauro, LLC | 7,735 | $2.05M | 0.31% | +7,735 | New |
| GAM Holding AG | 7,728 | $2.05M | 0.13% | +165+2.2% | Added |
| Signet Financial Management, LLC | 7,724 | $2.05M | 0.23% | −133−1.7% | Reduced |
| Unique Wealth, LLC | 7,677 | $2.03M | 0.28% | −2,472−24.4% | Reduced |
| South Dakota Investment Council | 7,628 | $2.02M | 0.04% | −500−6.2% | Reduced |
| Evoke Wealth, LLC | 7,611 | $2.02M | 0.04% | +1,387+22.3% | Added |
| Charter Research & Investment Group, Inc. | 7,600 | $2.01M | 1.34% | −162−2.1% | Reduced |
| Elmwood Wealth Management, Inc. | 7,589 | $2.01M | 0.64% | −517−6.4% | Reduced |
| Abacus Wealth Partners, LLC | 7,585 | $2.01M | 0.20% | +7,585 | New |
| Convergence Financial, LLC | 7,554 | $2.00M | 0.29% | +713+10.4% | Added |
| KCM Investment Advisors LLC | 7,539 | $2.00M | 0.06% | −443−5.5% | Reduced |
| Naviter Wealth, LLC | 7,527 | $2.00M | 0.26% | −1,603−17.6% | Reduced |
| Harfst & Associates, Inc. | 7,513 | $1.99M | 0.36% | −342−4.4% | Reduced |
| TD Private Client Wealth LLC | 7,501 | $1.99M | 0.04% | −2,440−24.5% | Reduced |
| Beaumont Asset Management, L.L.C. | 7,497 | $1.99M | 0.99% | −155−2.0% | Reduced |
| Westpac Banking Corp | 7,494 | $1.99M | 0.13% | −7,454−49.9% | Reduced |
| LMG Wealth Partners, LLC | 7,485 | $1.98M | 0.37% | +412+5.8% | Added |
| Stoneridge Investment Partners LLC | 7,450 | $1.97M | 1.37% | −1,819−19.6% | Reduced |
| CSM Advisors, LLC | 7,441 | $1.97M | 0.05% | −7,232−49.3% | Reduced |
| Cardiff Park Advisors, LLC | 7,434 | $1.97M | 0.16% | −8−0.1% | Reduced |
| Central Valley Advisors, LLC | 7,432 | $1.97M | 0.59% | −272−3.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,408 | $1.96M | 0.10% | −493−6.2% | Reduced |
| Atlas Brown,Inc. | 7,395 | $1.96M | 0.58% | −11−0.1% | Reduced |
| Kentucky Trust Co | 7,385 | $1.96M | 1.04% | +15+0.2% | Added |
| StoneX Group Inc. | 7,358 | $1.95M | 0.08% | −1,583−17.7% | Reduced |
| Chicago Partners Investment Group LLC | 8,559 | $1.95M | 0.05% | +169+2.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 7,342 | $1.94M | 0.27% | +6,982+1,939.4% | Added |
| Koshinski Asset Management, Inc. | 7,318 | $1.94M | 0.12% | −235−3.1% | Reduced |
| HF Advisory Group, LLC | 7,301 | $1.93M | 0.67% | −473−6.1% | Reduced |
| DeDora Capital, Inc. | 7,286 | $1.93M | 0.46% | −1,070−12.8% | Reduced |
| Karras Company, Inc. | 7,256 | $1.92M | 1.87% | +7,256 | New |
| Nilsine Partners, LLC | 7,192 | $1.91M | 0.17% | +1,068+17.4% | Added |
| Bangor Savings Bank | 7,138 | $1.89M | 0.15% | −345−4.6% | Reduced |
| GraniteShares Advisors LLC | 7,138 | $1.89M | 1.15% | +783+12.3% | Added |
| Signature Wealth Management Group | 7,122 | $1.89M | 0.77% | +67+0.9% | Added |
| Qtron Investments LLC | 7,120 | $1.89M | 0.25% | −3,774−34.6% | Reduced |
| Field & Main Bank | 7,117 | $1.89M | 0.54% | +95+1.4% | Added |
| Steel Peak Wealth Management LLC | 7,096 | $1.88M | 0.06% | −45−0.6% | Reduced |
| David Loasby | 7,237 | $1.88M | 0.13% | +1,917+36.0% | Added |
| Voya Financial Advisors, Inc. | 7,048 | $1.88M | 0.18% | −15−0.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 7,082 | $1.88M | 0.24% | +7,082 | New |
| Tounjian Advisory Partners, LLC | 7,068 | $1.87M | 0.63% | +434+6.5% | Added |
| Tulsa Wealth Advisors, INC | 7,061 | $1.87M | 0.62% | +7,061 | New |
| Cito Capital Group, LLC | 7,025 | $1.86M | 0.54% | −2,400−25.5% | Reduced |
| Tealwood Asset Management Inc | 7,036 | $1.86M | 0.84% | +819+13.2% | Added |
| Robertson Stephens Wealth Management, LLC | 7,012 | $1.86M | 0.05% | −291−4.0% | Reduced |
| Strengthening Families & Communities, LLC | 7,016 | $1.86M | 0.66% | +209+3.1% | Added |
| PKO Investment Management Joint-Stock Co | 7,000 | $1.85M | 0.15% | −7,000−50.0% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,964 | $1.84M | 0.53% | +82+1.2% | Added |
| Rare Wolf Capital LLC | 6,947 | $1.84M | 1.15% | +6,947 | New |
| TSFG, LLC | 6,934 | $1.84M | 0.27% | −276−3.8% | Reduced |
| DV Trading LLC | 6,934 | $1.84M | 0.16% | +6,934 | New |
| Northstar Group, Inc. | 6,924 | $1.83M | 0.25% | +142+2.1% | Added |