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 |
|---|---|---|---|---|---|
| Ted Buchan & Co | 5,031 | $1.33M | 0.49% | +179+3.7% | Added |
| Krilogy Financial LLC | 5,793 | $1.33M | 0.05% | −5,859−50.3% | Reduced |
| HM Payson & Co | 5,005 | $1.33M | 0.02% | +156+3.2% | Added |
| Fore Capital, LLC | 5,000 | $1.32M | 1.75% | +1,750+53.8% | Added |
| Ironwood Investment Management LLC | 4,997 | $1.32M | 0.56% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 4,995 | $1.32M | 4.04% | +4,995 | New |
| Rational Advisors LLC | 4,981 | $1.32M | 0.14% | +4,703+1,691.7% | Added |
| Mattern Capital Management, LLC | 4,980 | $1.32M | 0.16% | +1,246+33.4% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 4,977 | $1.32M | 0.43% | +110+2.3% | Added |
| Ramirez Asset Management, Inc. | 4,974 | $1.32M | 0.17% | −975−16.4% | Reduced |
| Granite Investment Partners, LLC | 4,955 | $1.31M | 0.08% | −40−0.8% | Reduced |
| Sumitomo Life Insurance Co | 4,941 | $1.31M | 0.04% | −4,628−48.4% | Reduced |
| Whalen Wealth Management Inc. | 4,929 | $1.31M | 0.70% | +4,929 | New |
| Invera Wealth Advisors, LLC | 4,923 | $1.30M | 0.82% | −162−3.2% | Reduced |
| Alliance Wealth Advisors, LLC | 4,911 | $1.30M | 0.62% | +2,899+144.1% | Added |
| Brown, Lisle/Cummings, Inc. | 4,902 | $1.30M | 0.32% | −515−9.5% | Reduced |
| Westside Investment Management, Inc. | 4,947 | $1.29M | 0.21% | −116−2.3% | Reduced |
| 626 Financial, LLC | 4,876 | $1.29M | 0.56% | −402−7.6% | Reduced |
| Spire Wealth Management | 4,858 | $1.29M | 0.04% | +832+20.7% | Added |
| FLC Capital Advisors | 4,856 | $1.29M | 0.24% | −1,153−19.2% | Reduced |
| Schmidt P J Investment Management Inc | 4,855 | $1.29M | 0.21% | −336−6.5% | Reduced |
| Legacy Capital Group California, Inc. | 4,848 | $1.28M | 0.31% | +100+2.1% | Added |
| Anchor Investment Management, LLC | 4,837 | $1.28M | 0.10% | +191+4.1% | Added |
| Virtue Asset Management LLC | 4,819 | $1.28M | 1.02% | −216−4.3% | Reduced |
| Quent Capital, LLC | 4,816 | $1.28M | 0.09% | +1,712+55.2% | Added |
| Ironwood Investment Counsel, LLC | 4,808 | $1.27M | 0.18% | −51−1.0% | Reduced |
| Cypress Advisory Group LLC | 4,806 | $1.27M | 0.93% | 00.0% | Unchanged |
| Vega Investment Solutions | 4,798 | $1.27M | 0.20% | +4,798 | New |
| Geneva Capital Management LLC | 4,765 | $1.26M | 0.02% | −50−1.0% | Reduced |
| Drive Wealth Management, LLC | 4,755 | $1.26M | 0.25% | −108−2.2% | Reduced |
| Cape Investment Advisory, Inc. | 4,749 | $1.26M | 0.39% | +747+18.7% | Added |
| Chapman Financial Group, LLC | 4,744 | $1.26M | 0.86% | −47−1.0% | Reduced |
| Angeles Wealth Management, LLC | 4,710 | $1.25M | 0.07% | −170−3.5% | Reduced |
| Accuvest Global Advisors | 4,715 | $1.25M | 0.92% | +4,715 | New |
| Curated Wealth Partners LLC | 4,710 | $1.25M | 0.13% | +310+7.0% | Added |
| Navellier & Associates Inc | 4,708 | $1.25M | 0.14% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 4,706 | $1.25M | 0.84% | +680+16.9% | Added |
| Westbourne Investments, Inc. | 4,700 | $1.25M | 0.58% | +4,700 | New |
| Rehmann Capital Advisory Group | 4,678 | $1.24M | 0.06% | −81−1.7% | Reduced |
| MONECO Advisors, LLC | 4,676 | $1.24M | 0.10% | +187+4.2% | Added |
| Renasant Bank | 4,672 | $1.24M | 0.84% | −550−10.5% | Reduced |
| Fairscale Capital, LLC | 4,660 | $1.24M | 0.82% | +54+1.2% | Added |
| L2 Asset Management, LLC | 4,657 | $1.23M | 0.16% | +298+6.8% | Added |
| Guardian Wealth Advisors, LLC | 4,652 | $1.23M | 0.08% | +275+6.3% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,650 | $1.23M | 0.60% | 00.0% | Unchanged |
| Emprise Bank | 4,630 | $1.23M | 0.51% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 4,619 | $1.22M | 0.31% | −141−3.0% | Reduced |
| Centiva Capital, LP | 4,611 | $1.22M | 0.07% | +4,611 | New |
| Options Solutions, LLC | 4,600 | $1.22M | 0.86% | 00.0% | Unchanged |
| National Philanthropic Trust | 4,595 | $1.22M | 0.01% | +4,595 | New |
| Creative Financial Designs Inc | 4,595 | $1.22M | 0.08% | +293+6.8% | Added |
| BSW Wealth Partners | 4,593 | $1.22M | 0.15% | +515+12.6% | Added |
| International Assets Investment Management, LLC | 4,593 | $1.22M | 0.08% | +2,157+88.5% | Added |
| Plancorp, LLC | 4,583 | $1.21M | 0.04% | −129−2.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 4,583 | $1.21M | 0.06% | −54−1.2% | Reduced |
| Gardner Lewis Asset Management L P | 4,575 | $1.21M | 0.31% | 00.0% | Unchanged |
| Wiregrass Investment Management LLC | 4,553 | $1.21M | 1.01% | +4,553 | New |
| PFG Advisors | 4,550 | $1.21M | 0.06% | −62−1.3% | Reduced |
| Matters Capital LLC | 4,550 | $1.21M | 0.99% | +4,550 | New |
| Key Financial Inc | 4,548 | $1.20M | 0.22% | −8−0.2% | Reduced |
| Demars Financial Group, LLC | 4,548 | $1.20M | 0.40% | +784+20.8% | Added |
| New Republic Capital, LLC | 4,516 | $1.20M | 0.32% | +2,413+114.7% | Added |
| Michael B. Yongue | 4,516 | $1.20M | 0.83% | −70−1.5% | Reduced |
| bLong Financial, LLC | 4,503 | $1.19M | 0.83% | −330−6.8% | Reduced |
| Dearborn Partners LLC | 4,471 | $1.18M | 0.06% | −151−3.3% | Reduced |
| SG Trading Solutions, LLC | 4,471 | $1.18M | 0.27% | +4,471 | New |
| Churchill Financial Advisors, LLC | 4,455 | $1.18M | 0.36% | +4,455 | New |
| Fulton Breakefield Broenniman LLC | 4,426 | $1.17M | 0.07% | −2,981−40.2% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 4,424 | $1.17M | 0.07% | −978−18.1% | Reduced |
| Harold Davidson & Associates Inc. | 4,422 | $1.17M | 0.52% | −216−4.7% | Reduced |
| Twin City Private Wealth, LLC | 4,410 | $1.17M | 0.88% | +654+17.4% | Added |
| Quantum Private Wealth, LLC | 4,373 | $1.16M | 0.34% | 00.0% | Unchanged |
| Nabity-Jensen Investment Management Inc | 4,371 | $1.16M | 0.78% | +14+0.3% | Added |
| Harbour Investments, Inc. | 4,356 | $1.15M | 0.02% | +1,406+47.7% | Added |
| Kaizen Financial Strategies | 4,355 | $1.15M | 0.51% | −996−18.6% | Reduced |
| Fairbanks Capital Management, Inc. | 4,351 | $1.15M | 0.64% | +4,351 | New |
| Net Worth Advisory Group | 4,342 | $1.15M | 0.23% | +4,342 | New |
| Burns J W & Co Inc | 4,341 | $1.15M | 0.13% | −1,843−29.8% | Reduced |
| Byrne Asset Management LLC | 4,331 | $1.15M | 0.64% | – | – |
| Cornercap Investment Counsel Inc | 4,329 | $1.15M | 0.56% | −56−1.3% | Reduced |
| Essex Savings Bank | 4,325 | $1.15M | 0.25% | −208−4.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,324 | $1.15M | 0.27% | +41+1.0% | Added |
| First Business Financial Services, Inc. | 4,295 | $1.14M | 0.10% | +156+3.8% | Added |
| Core Wealth Advisors, Inc. | 4,292 | $1.14M | 0.30% | −170−3.8% | Reduced |
| JNBA Financial Advisors | 4,286 | $1.14M | 0.10% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,282 | $1.13M | 0.08% | +359+9.2% | Added |
| Tempo Wealth, LLC | 4,282 | $1.13M | 0.20% | +4,282 | New |
| Transatlantique Private Wealth LLC | 4,281 | $1.13M | 0.36% | +603+16.4% | Added |
| Crux Wealth Advisors | 4,273 | $1.13M | 0.42% | −77−1.8% | Reduced |
| Valmark Advisers, Inc. | 4,272 | $1.13M | 0.01% | +75+1.8% | Added |
| Minot DeBlois Advisors LLC | 4,271 | $1.13M | 1.02% | +66+1.6% | Added |
| Allred Capital Management, LLC | 4,268 | $1.13M | 0.41% | −804−15.9% | Reduced |
| Diversified Enterprises, LLC | 4,262 | $1.13M | 0.07% | +2,836+198.9% | Added |
| Richards, Merrill & Peterson, Inc. | 4,239 | $1.12M | 0.43% | +46+1.1% | Added |
| Shum Financial Group, Inc. | 4,236 | $1.12M | 0.81% | +48+1.1% | Added |
| Palacios Wealth Management, LLC | 4,221 | $1.12M | 0.86% | −342−7.5% | Reduced |
| Applied Finance Capital Management, LLC | 4,219 | $1.12M | 0.08% | −3,485−45.2% | Reduced |
| Archford Capital Strategies, LLC | 4,204 | $1.11M | 0.13% | −7,677−64.6% | Reduced |
| Prudent Man Advisors, LLC | 4,202 | $1.11M | 0.41% | −94−2.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,200 | $1.11M | 0.26% | +4,200 | New |