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 |
|---|---|---|---|---|---|
| Urban Wealth Management, LLC | 6,918 | $1.83M | 1.70% | +6,918 | New |
| Brandywine Managers, LLC | 6,913 | $1.83M | 0.91% | 00.0% | Unchanged |
| Intrust Bank NA | 6,908 | $1.83M | 0.15% | −55−0.8% | Reduced |
| West Branch Capital LLC | 6,890 | $1.83M | 0.47% | −645−8.6% | Reduced |
| Regatta Capital Group, LLC | 6,883 | $1.82M | 0.28% | +142+2.1% | Added |
| Lineweaver Wealth Advisors, LLC | 6,879 | $1.82M | 0.25% | +555+8.8% | Added |
| Prosperity Financial Group, Inc. | 6,879 | $1.82M | 0.66% | +99+1.5% | Added |
| Thrive Wealth Management, LLC | 6,861 | $1.82M | 0.27% | +118+1.7% | Added |
| VELA Investment Management, LLC | 6,843 | $1.81M | 0.49% | +246+3.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,831 | $1.81M | 0.79% | −84−1.2% | Reduced |
| Soltis Investment Advisors LLC | 6,812 | $1.80M | 0.12% | +1,888+38.3% | Added |
| Choate Investment Advisors | 6,767 | $1.79M | 0.04% | +263+4.0% | Added |
| Fulcrum Asset Management LLP | 6,731 | $1.79M | 0.50% | −200−2.9% | Reduced |
| Dover Advisors, LLC | 6,716 | $1.78M | 0.69% | −640−8.7% | Reduced |
| Mainstay Capital Management LLC | 6,707 | $1.78M | 0.14% | +480+7.7% | Added |
| Oak Harbor Wealth Partners, LLC | 6,705 | $1.78M | 0.43% | −511−7.1% | Reduced |
| Nautilus Advisors LLC | 6,689 | $1.77M | 1.16% | −184−2.7% | Reduced |
| Lighthouse Financial Services Inc | 6,677 | $1.77M | 0.41% | +6,677 | New |
| Transcend Wealth Collective, LLC | 6,665 | $1.77M | 0.14% | +1,194+21.8% | Added |
| NBC Securities, Inc. | 6,651 | $1.76M | 0.13% | +157+2.4% | Added |
| Raab & Moskowitz Asset Management LLC | 6,642 | $1.76M | 0.38% | −293−4.2% | Reduced |
| Okabena Investment Services Inc | 6,609 | $1.75M | 0.33% | −182−2.7% | Reduced |
| Generali Investments, Management Co LLC | 6,608 | $1.75M | 0.35% | +2,094+46.4% | Added |
| Jaffetilchin Investment Partners, LLC | 6,592 | $1.75M | 0.10% | +515+8.5% | Added |
| Unique Wealth Strategies, LLC | 6,591 | $1.75M | 0.69% | −633−8.8% | Reduced |
| Charter Oak Capital Management, LLC | 6,570 | $1.74M | 0.13% | +24+0.4% | Added |
| 1776 Wealth LLC | 6,567 | $1.74M | 0.65% | −43−0.7% | Reduced |
| Keel Point, LLC | 6,560 | $1.74M | 0.10% | +208+3.3% | Added |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 6,560 | $1.74M | 1.42% | +6,560 | New |
| PCM Encore, LLC | 6,560 | $1.74M | 0.37% | +6,560 | New |
| Keudell/Morrison Wealth Management | 6,555 | $1.74M | 0.36% | +6,555 | New |
| Turtle Creek Wealth Advisors, LLC | 6,545 | $1.73M | 0.14% | +2,263+52.8% | Added |
| Grant Private Wealth Management Inc | 6,538 | $1.73M | 1.05% | +387+6.3% | Added |
| Camden Capital, LLC | 6,517 | $1.73M | 0.11% | −166−2.5% | Reduced |
| Ahara Advisors LLC | 6,516 | $1.73M | 1.57% | +6,516 | New |
| Summit Global Investments | 6,503 | $1.72M | 0.10% | +3,050+88.3% | Added |
| Davy Global Fund Management Ltd | 6,485 | $1.72M | 0.12% | −558−7.9% | Reduced |
| J. Safra Sarasin Holding AG | 6,467 | $1.71M | 0.03% | −2,057−24.1% | Reduced |
| FNY Investment Advisers, LLC | 6,460 | $1.71M | 0.49% | +4,960+330.7% | Added |
| Edmond de Rothschild Holding S.A. | 6,456 | $1.71M | 0.02% | −9,832−60.4% | Reduced |
| Private Trust Co NA | 6,450 | $1.71M | 0.15% | −793−10.9% | Reduced |
| Gen-Wealth Partners Inc | 6,443 | $1.71M | 0.55% | +342+5.6% | Added |
| Navalign, LLC | 6,438 | $1.71M | 0.42% | +302+4.9% | Added |
| Wellspring Financial Advisors, LLC | 6,381 | $1.69M | 0.13% | +6,381 | New |
| Main Street Research LLC | 6,364 | $1.69M | 0.10% | +3,846+152.7% | Added |
| GFI Investment Counsel Ltd. | 6,360 | $1.68M | 0.18% | −16,961−72.7% | Reduced |
| Ameritas Advisory Services, LLC | 6,358 | $1.68M | 0.06% | +4,422+228.4% | Added |
| BIP Wealth, LLC | 6,356 | $1.68M | 0.06% | +3,708+140.0% | Added |
| Larson Financial Group LLC | 6,345 | $1.68M | 0.06% | −456−6.7% | Reduced |
| Canopy Partners, LLC | 6,343 | $1.68M | 0.55% | +16+0.3% | Added |
| Jefferson Bridge Capital, LLC | 6,314 | $1.67M | 1.68% | +6,314 | New |
| Cornerstone National Bank & Trust Co | 6,312 | $1.67M | 0.67% | +100+1.6% | Added |
| AA Financial Advisors, LLC | 6,290 | $1.67M | 0.31% | +83+1.3% | Added |
| Ellevest, Inc. | 6,254 | $1.66M | 0.23% | −63−1.0% | Reduced |
| Avantax Planning Partners, Inc. | 6,239 | $1.65M | 0.05% | +188+3.1% | Added |
| Augustine Asset Management Inc | 6,228 | $1.65M | 0.33% | −21−0.3% | Reduced |
| Ballast, Inc. | 6,227 | $1.65M | 0.39% | +476+8.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 6,216 | $1.65M | 0.31% | +412+7.1% | Added |
| MidWestOne Financial Group, Inc. | 6,198 | $1.64M | 0.18% | +1,175+23.4% | Added |
| Wright Investors Service Inc | 6,186 | $1.64M | 0.49% | +47+0.8% | Added |
| Castle Wealth Management LLC | 6,159 | $1.63M | 0.54% | −356−5.5% | Reduced |
| First Pacific Financial | 6,150 | $1.63M | 0.21% | −94−1.5% | Reduced |
| Fortress Private Ledger, LLC | 6,145 | $1.63M | 0.54% | −450−6.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 6,140 | $1.63M | 0.22% | +6,140 | New |
| Capstone Triton Financial Group, LLC | 6,138 | $1.63M | 1.08% | +493+8.7% | Added |
| Tred Avon Family Wealth, LLC | 6,134 | $1.62M | 0.53% | +902+17.2% | Added |
| St. Johns Investment Management Company, LLC | 6,118 | $1.62M | 0.68% | −297−4.6% | Reduced |
| QVR LLC | 6,109 | $1.62M | 1.13% | +6,109 | New |
| IMA Wealth, Inc. | 6,095 | $1.62M | 0.16% | −170−2.7% | Reduced |
| Hohimer Wealth Management, LLC | 6,091 | $1.61M | 0.22% | −7,264−54.4% | Reduced |
| Harbor Investment Advisory, LLC | 22,702 | $1.61M | 0.12% | −929−3.9% | Reduced |
| Paradigm Asset Management Co LLC | 6,050 | $1.60M | 0.37% | −500−7.6% | Reduced |
| Mainstream Capital Management LLC | 6,042 | $1.60M | 1.05% | −269−4.3% | Reduced |
| Cypress Capital Group | 6,039 | $1.60M | 0.18% | −30−0.5% | Reduced |
| TRUE Private Wealth Advisors | 6,027 | $1.60M | 0.16% | +19+0.3% | Added |
| Sandler Capital Management | 6,000 | $1.59M | 0.72% | +6,000 | New |
| Catalyst Financial Partners LLC | 5,991 | $1.59M | 0.18% | +485+8.8% | Added |
| London & Capital Asset Management Ltd | 5,990 | $1.59M | 0.02% | +5,990 | New |
| OpenArc Corporate Advisory, LLC | 5,976 | $1.58M | 0.03% | +5,976 | New |
| Sound View Wealth Advisors Group, LLC | 5,976 | $1.58M | 0.11% | +87+1.5% | Added |
| Pincus Capital Management, LP | 5,964 | $1.58M | 1.05% | +5,964 | New |
| Granite Islands Private Wealth, LLC | 6,005 | $1.58M | 1.45% | +6,005 | New |
| RFG Holdings, Inc. | 5,935 | $1.57M | 0.39% | +362+6.5% | Added |
| Calamos Wealth Management LLC | 5,930 | $1.57M | 0.05% | +2,871+93.9% | Added |
| 1st Source Bank | 5,929 | $1.57M | 0.08% | −312−5.0% | Reduced |
| Asset Dedication, LLC | 5,926 | $1.57M | 0.10% | +421+7.6% | Added |
| NorthStar Asset Management LLC | 5,915 | $1.57M | 0.70% | −374−5.9% | Reduced |
| Grove Bank & Trust | 5,893 | $1.56M | 0.18% | +2,275+62.9% | Added |
| Orrstown Financial Services Inc | 5,880 | $1.56M | 0.26% | −227−3.7% | Reduced |
| Journey Strategic Wealth LLC | 5,878 | $1.56M | 0.04% | −347−5.6% | Reduced |
| Legacy Private Trust Co. | 5,863 | $1.55M | 0.09% | +1,122+23.7% | Added |
| Motiv8 Investments LLC | 5,860 | $1.55M | 0.85% | −106−1.8% | Reduced |
| Bowman & Co S.C. | 5,839 | $1.55M | 0.65% | +17+0.3% | Added |
| Argent Advisors, Inc. | 5,839 | $1.55M | 0.43% | −84−1.4% | Reduced |
| Trivant Custom Portfolio Group, LLC | 5,783 | $1.53M | 0.88% | +4+0.1% | Added |
| Runnymede Capital Advisors, Inc. | 5,783 | $1.53M | 0.88% | +3,753+184.9% | Added |
| Chemistry Wealth Management LLC | 5,782 | $1.53M | 0.29% | +100+1.8% | Added |
| Frec Markets, Inc. | 5,780 | $1.53M | 0.45% | +5,780 | New |
| Anb Bank | 5,755 | $1.52M | 0.60% | +59+1.0% | Added |
| Thor Investment Management Inc | 5,751 | $1.52M | 0.87% | +96+1.7% | Added |