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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Sapient Capital LLC | 5,711 | $1.52M | 0.02% | +1,256+28.2% | Added |
| Parcion Private Wealth LLC | 5,736 | $1.52M | 0.09% | +152+2.7% | Added |
| Trust Co | 5,732 | $1.52M | 0.14% | +407+7.6% | Added |
| CNB Bank | 5,725 | $1.52M | 0.62% | +221+4.0% | Added |
| Littlejohn Financial Services, Inc. | 5,723 | $1.52M | 1.12% | −147−2.5% | Reduced |
| Embree Financial Group | 5,715 | $1.51M | 0.19% | +326+6.0% | Added |
| Visionary Wealth Advisors | 5,712 | $1.51M | 0.07% | +329+6.1% | Added |
| Fiduciary Group LLC | 5,710 | $1.51M | 0.13% | −175−3.0% | Reduced |
| Ayrshire Capital Management LLC | 5,699 | $1.51M | 0.69% | +169+3.1% | Added |
| Saturna Capital CORP | 5,686 | $1.51M | 0.02% | −700−11.0% | Reduced |
| Kampmann Melissa S. | 6,794 | $1.51M | 1.11% | −1,075−13.7% | Reduced |
| Guerra Pan Advisors, LLC | 5,679 | $1.50M | 0.89% | −99−1.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 5,672 | $1.50M | 0.09% | −6,852−54.7% | Reduced |
| Jump Financial, LLC | 5,671 | $1.50M | 0.02% | +2,675+89.3% | Added |
| Integrated Quantitative Investments LLC | 5,670 | $1.50M | 0.32% | +1,400+32.8% | Added |
| Sax Wealth Advisors, LLC | 5,660 | $1.50M | 0.07% | +535+10.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 5,659 | $1.50M | 0.05% | +353+6.7% | Added |
| Adelphi Trust Co | 5,657 | $1.50M | 1.22% | +5,657 | New |
| Paragon Private Wealth Management, LLC | 5,641 | $1.49M | 0.46% | −889−13.6% | Reduced |
| Leo Wealth, LLC | 5,638 | $1.49M | 0.11% | +5,638 | New |
| Capital Performance Advisors LLP | 5,631 | $1.49M | 0.11% | +462+8.9% | Added |
| Elevated Private Wealth, LLC | 5,631 | $1.49M | 1.55% | +5,631 | New |
| Baker Tilly Wealth Management, LLC | 5,628 | $1.49M | 0.37% | +1,197+27.0% | Added |
| Perennial Investment Advisors, LLC | 5,622 | $1.49M | 0.12% | −94−1.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 5,606 | $1.49M | 0.07% | −184−3.2% | Reduced |
| Forbes J M & Co LLP | 5,608 | $1.49M | 0.12% | −32,162−85.2% | Reduced |
| Childress Capital Advisors, LLC | 5,599 | $1.48M | 0.24% | +2,001+55.6% | Added |
| Stablepoint Partners, LLC | 5,593 | $1.48M | 0.23% | −20.0% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 5,591 | $1.48M | 0.56% | −26,698−82.7% | Reduced |
| Ingalls & Snyder LLC | 5,591 | $1.48M | 0.05% | −145−2.5% | Reduced |
| Scott & Selber, Inc. | 5,564 | $1.47M | 0.37% | −199−3.5% | Reduced |
| Lewis Asset Management, LLC | 5,546 | $1.47M | 0.60% | −326−5.6% | Reduced |
| JT Stratford LLC | 5,542 | $1.47M | 0.19% | −1,324−19.3% | Reduced |
| Wealth Alliance | 5,540 | $1.47M | 0.14% | −749−11.9% | Reduced |
| Ausdal Financial Partners, Inc. | 5,540 | $1.47M | 0.07% | −640−10.4% | Reduced |
| PeakShares LLC | 5,536 | $1.47M | 1.43% | +5,536 | New |
| Coastwise Capital Group, LLC | 5,533 | $1.47M | 0.73% | +107+2.0% | Added |
| Arista Wealth Management, LLC | 5,522 | $1.46M | 0.18% | −2,192−28.4% | Reduced |
| Texas Bank & Trust Co | 5,519 | $1.46M | 0.53% | +1,062+23.8% | Added |
| Old Point Trust & Financial Services N A | 5,507 | $1.46M | 0.45% | +335+6.5% | Added |
| Park Place Capital Corp | 5,502 | $1.46M | 0.30% | −537−8.9% | Reduced |
| Monarch Capital Management Inc | 5,491 | $1.46M | 0.36% | +3,732+212.2% | Added |
| BOCHK Asset Management Ltd | 5,480 | $1.45M | 0.39% | +5,480 | New |
| ProVise Management Group, LLC | 5,468 | $1.45M | 0.10% | +127+2.4% | Added |
| DB Fitzpatrick & Co, Inc | 5,466 | $1.45M | 1.29% | −50−0.9% | Reduced |
| Boston Private Wealth LLC | 5,463 | $1.45M | 0.09% | −1,000−15.5% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 5,460 | $1.45M | 0.57% | +266+5.1% | Added |
| Legal Advantage Investments, Inc. | 5,453 | $1.44M | 0.67% | +16+0.3% | Added |
| Northbridge Financial Group, LLC | 5,444 | $1.44M | 0.65% | +5,444 | New |
| Tower Trust & Investment Co | 5,444 | $1.44M | 0.91% | +44+0.8% | Added |
| Bell Bank | 5,431 | $1.44M | 0.06% | −332−5.8% | Reduced |
| Essex Financial Services, Inc. | 5,430 | $1.44M | 0.08% | −34−0.6% | Reduced |
| Nicolet Bankshares Inc | 5,412 | $1.43M | 0.23% | −2,087−27.8% | Reduced |
| Grandview Asset Management LLC | 5,410 | $1.43M | 0.39% | −809−13.0% | Reduced |
| Delta Financial Advisors LLC | 5,400 | $1.43M | 0.37% | −691−11.3% | Reduced |
| Malaga Cove Capital, LLC | 5,390 | $1.43M | 0.49% | −188−3.4% | Reduced |
| Elyxium Wealth, LLC | 5,388 | $1.43M | 0.40% | +76+1.4% | Added |
| Richard Bernstein Advisors LLC | 5,377 | $1.42M | 0.04% | −668−11.1% | Reduced |
| Raelipskie Partnership | 5,377 | $1.42M | 0.60% | +500+10.3% | Added |
| Gibbs Wealth Management | 5,476 | $1.42M | 0.34% | +3,215+142.2% | Added |
| Apella Capital, LLC | 5,371 | $1.42M | 0.03% | +132+2.5% | Added |
| Moore Capital Management, LP | 5,366 | $1.42M | 0.03% | +5,366 | New |
| Lodestar Private Asset Management LLC | 5,362 | $1.42M | 0.14% | +475+9.7% | Added |
| MainStreet Investment Advisors LLC | 5,352 | $1.42M | 0.20% | −6−0.1% | Reduced |
| St. Clair Advisors, LLC | 5,349 | $1.42M | 0.37% | 00.0% | Unchanged |
| Birchbrook, Inc. | 5,340 | $1.41M | 0.71% | +263+5.2% | Added |
| Johnson Financial Group, Inc. | 5,331 | $1.41M | 0.05% | −60−1.1% | Reduced |
| Stance Capital LLC | 5,324 | $1.41M | 0.52% | −211−3.8% | Reduced |
| Prosperity Consulting Group, LLC | 5,320 | $1.41M | 0.06% | +770+16.9% | Added |
| Carret Asset Management, LLC | 5,314 | $1.41M | 0.13% | −10−0.2% | Reduced |
| Arta Finance Wealth Management LLC | 5,312 | $1.41M | 0.72% | +5,312 | New |
| Pictet Bank & Trust Ltd | 5,308 | $1.41M | 1.69% | +376+7.6% | Added |
| Alberta Investment Management Corp | 5,300 | $1.40M | 0.01% | −79,200−93.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,250 | $1.39M | 0.36% | −850−13.9% | Reduced |
| Fire Capital Management LLC | 5,249 | $1.39M | 0.69% | +336+6.8% | Added |
| Reflection Asset Management | 5,246 | $1.39M | 0.99% | +5,246 | New |
| Penobscot Investment Management Company, Inc. | 5,230 | $1.39M | 0.10% | −1,242−19.2% | Reduced |
| Central Pacific Bank - Trust Division | 5,230 | $1.39M | 0.17% | +117+2.3% | Added |
| PDS Planning, Inc | 5,229 | $1.39M | 0.09% | −176−3.3% | Reduced |
| KRS Capital Management, LLC | 5,227 | $1.38M | 0.80% | −138−2.6% | Reduced |
| Icon Wealth Advisors, LLC | 5,215 | $1.38M | 0.09% | +752+16.8% | Added |
| Beacon Investment Advisors LLC | 5,201 | $1.38M | 0.55% | +5,201 | New |
| Financial Engines Advisors L.L.C. | 5,200 | $1.38M | 0.00% | +149+2.9% | Added |
| Ashton Thomas Securities, LLC | 5,174 | $1.37M | 0.26% | −86−1.6% | Reduced |
| Interchange Capital Partners, LLC | 5,175 | $1.37M | 0.25% | +267+5.4% | Added |
| Lazari Capital Management, Inc. | 5,172 | $1.37M | 0.46% | −247−4.6% | Reduced |
| Viawealth, LLC | 5,171 | $1.37M | 0.77% | −290−5.3% | Reduced |
| Terra Alpha Investments LLC | 5,165 | $1.37M | 1.40% | −54−1.0% | Reduced |
| Sage Mountain Advisors LLC | 5,155 | $1.37M | 0.07% | −237−4.4% | Reduced |
| Perfromance Wealth Partners, LLC | 5,143 | $1.36M | 0.04% | −355−6.5% | Reduced |
| Berkshire Bank | 5,136 | $1.36M | 0.28% | −1,249−19.6% | Reduced |
| Arrowroot Family Office, LLC | 5,126 | $1.36M | 0.49% | −870−14.5% | Reduced |
| Sterling Investment Counsel, LLC | 5,047 | $1.36M | 0.39% | +560+12.5% | Added |
| Werba Rubin Papier Wealth Management | 5,108 | $1.35M | 0.37% | +307+6.4% | Added |
| Joel Isaacson & Co., LLC | 5,103 | $1.35M | 0.04% | −266−5.0% | Reduced |
| Bond & Devick Financial Network, Inc. | 5,102 | $1.35M | 0.38% | +80+1.6% | Added |
| Acorn Financial Advisory Services Inc | 5,097 | $1.35M | 0.20% | +157+3.2% | Added |
| Investment Insight Wealth Management, LLC | 5,086 | $1.35M | 1.32% | +5,086 | New |
| First County Bank | 5,081 | $1.35M | 0.72% | −2,835−35.8% | Reduced |
| Everhart Financial Group, Inc. | 5,051 | $1.34M | 0.12% | +86+1.7% | Added |