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 |
|---|---|---|---|---|---|
| Newman Dignan & Sheerar, Inc. | 4,181 | $1.11M | 0.23% | +11+0.3% | Added |
| Doliver Advisors, LP | 4,167 | $1.10M | 0.28% | −41−1.0% | Reduced |
| Mangrove Partners | 4,158 | $1.10M | 0.09% | +4,158 | New |
| Quadcap Wealth Management, LLC | 4,155 | $1.10M | 0.13% | −177−4.1% | Reduced |
| HBK Sorce Advisory LLC | 5,753 | $1.10M | 0.03% | +828+16.8% | Added |
| Icapital Wealth LLC | 4,153 | $1.10M | 0.53% | −2,139−34.0% | Reduced |
| Elevated Capital Advisors, LLC | 4,137 | $1.10M | 0.26% | +877+26.9% | Added |
| Probity Advisors, Inc. | 4,131 | $1.09M | 0.18% | +241+6.2% | Added |
| Quotient Wealth Partners, LLC | 4,129 | $1.09M | 0.03% | −651−13.6% | Reduced |
| Souders Financial Advisors | 4,124 | $1.09M | 0.13% | +260+6.7% | Added |
| Key Client Fiduciary Advisors, LLC | 4,118 | $1.09M | 0.38% | +57+1.4% | Added |
| Brucke Financial, Inc. | 4,117 | $1.09M | 0.60% | −492−10.7% | Reduced |
| Unified Investment Management | 4,112 | $1.09M | 1.10% | +281+7.3% | Added |
| Perpetual Ltd | 4,107 | $1.09M | 0.02% | −155,902−97.4% | Reduced |
| Meridian Financial Partners LLC | 4,901 | $1.09M | 0.43% | +42+0.9% | Added |
| BancorpSouth Bank | 4,099 | $1.09M | 0.06% | −317−7.2% | Reduced |
| Formidable Asset Management, LLC | 4,566 | $1.08M | 0.16% | +607+15.3% | Added |
| Bridges Investment Management Inc | 4,084 | $1.08M | 0.01% | +162+4.1% | Added |
| Smith Group Asset Management, LLC | 4,081 | $1.08M | 0.06% | +2,241+121.8% | Added |
| Nvest Financial, LLC | 4,079 | $1.08M | 0.45% | +972+31.3% | Added |
| First National Advisers, LLC | 4,049 | $1.07M | 0.15% | +4,049 | New |
| Arvest Investments, Inc. | 4,046 | $1.07M | 0.15% | −3,318−45.1% | Reduced |
| Curbstone Financial Management Corp | 4,046 | $1.07M | 0.21% | +70+1.8% | Added |
| Advisory Alpha, LLC | 4,036 | $1.07M | 0.03% | +206+5.4% | Added |
| Cary Street Partner Investment Advisory LLC | 4,036 | $1.07M | 0.29% | +511+14.5% | Added |
| North Star Investment Management Corp. | 4,030 | $1.07M | 0.07% | −29−0.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,011 | $1.06M | 0.05% | −47−1.2% | Reduced |
| LOM Asset Management Ltd | 4,008 | $1.06M | 0.31% | −256−6.0% | Reduced |
| Octavia Wealth Advisors, LLC | 3,998 | $1.06M | 0.10% | −186−4.4% | Reduced |
| Valley Brook Capital Group | 3,996 | $1.06M | 0.70% | −609−13.2% | Reduced |
| Princeton Capital Management LLC | 3,995 | $1.06M | 0.27% | −1,544−27.9% | Reduced |
| Salem Investment Counselors Inc | 3,989 | $1.06M | 0.03% | −150−3.6% | Reduced |
| TBH Global Asset Management, LLC | 3,979 | $1.05M | 0.18% | +1,108+38.6% | Added |
| XML Financial, LLC | 3,979 | $1.05M | 0.09% | +683+20.7% | Added |
| Aprio Wealth Management, LLC | 3,960 | $1.05M | 0.06% | +409+11.5% | Added |
| Prelude Capital Management, LLC | 3,959 | $1.05M | 0.08% | −1,901−32.4% | Reduced |
| Aldebaran Financial Inc. | 3,941 | $1.05M | 0.97% | −505−11.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,943 | $1.04M | 0.03% | −50−1.3% | Reduced |
| Dudley Capital Management, LLC | 3,933 | $1.04M | 0.46% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 3,920 | $1.04M | 0.41% | −159−3.9% | Reduced |
| Carlson Financial, Inc. | 3,915 | $1.04M | 0.60% | +3,915 | New |
| Central Bank & Trust Co | 3,901 | $1.03M | 0.16% | −536−12.1% | Reduced |
| Personal Cfo Solutions, LLC | 3,896 | $1.03M | 0.16% | +173+4.6% | Added |
| Orion Capital Management LLC | 3,885 | $1.03M | 0.35% | −599−13.4% | Reduced |
| Wincap Financial LLC | 3,865 | $1.02M | 0.70% | −359−8.5% | Reduced |
| OV Management LLC | 3,850 | $1.02M | 0.88% | −58−1.5% | Reduced |
| Sky Investment Group LLC | 3,848 | $1.02M | 0.17% | +21+0.5% | Added |
| Investment Partners Asset Management, Inc. | 3,848 | $1.02M | 0.63% | +28+0.7% | Added |
| Sargent Investment Group, LLC | 3,844 | $1.02M | 0.13% | +3,844 | New |
| Bank Ozk | 3,840 | $1.02M | 0.36% | −13−0.3% | Reduced |
| LCM Capital Management Inc | 3,825 | $1.01M | 0.49% | −257−6.3% | Reduced |
| PW Nova Financial Services LLC | 3,992 | $1.01M | 0.38% | +3,992 | New |
| Worth Financial Advisory Group, LLC | 3,815 | $1.01M | 0.49% | −503−11.6% | Reduced |
| Duncan Williams Asset Management, LLC | 5,067 | $1.01M | 0.25% | +1,424+39.1% | Added |
| Simplicity Wealth,LLC | 3,813 | $1.01M | 0.06% | +275+7.8% | Added |
| BTC Capital Management, Inc. | 3,804 | $1.01M | 0.07% | +379+11.1% | Added |
| Mach-1 Financial Group, Inc. | 3,799 | $1.01M | 0.21% | +2,539+201.5% | Added |
| Manning & Napier Advisors LLC | 3,780 | $1.01M | 0.01% | −227,634−98.4% | Reduced |
| Essex LLC | 3,794 | $1.01M | 0.18% | +501+15.2% | Added |
| Klingman & Associates, LLC | 3,793 | $1.00M | 0.05% | −11−0.3% | Reduced |
| Sivia Capital Partners, LLC | 3,793 | $1.00M | 0.20% | +1,286+51.3% | Added |
| Crescent Sterling, Ltd. | 3,774 | $999.8K | 1.02% | +112+3.1% | Added |
| Howland Capital Management LLC | 3,765 | $999.0K | 0.04% | +205+5.8% | Added |
| Hilton Head Capital Partners, LLC | 3,765 | $997.3K | 0.58% | +3,765 | New |
| Community Bank & Trust, Waco, Texas | 3,748 | $993.0K | 0.20% | −39−1.0% | Reduced |
| Red Reef Advisors LLC | 3,744 | $991.9K | 1.01% | +3,744 | New |
| Cascade Investment Group, Inc. | 3,700 | $980.2K | 0.65% | +15+0.4% | Added |
| Ecofi Investissements SA | 3,700 | $980.2K | 0.68% | +100+2.8% | Added |
| Stiles Financial Services Inc | 3,693 | $978.4K | 0.30% | +793+27.3% | Added |
| Alta Advisers Ltd | 3,670 | $972.2K | 0.35% | −1,300−26.2% | Reduced |
| Ak Global Asset Management, LLC | 3,665 | $970.9K | 0.85% | +3,665 | New |
| Magnolia Capital Advisors LLC | 3,657 | $968.8K | 0.20% | −333−8.3% | Reduced |
| Sierra Capital LLC | 3,646 | $966.0K | 0.10% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,642 | $964.8K | 0.15% | −1,119−23.5% | Reduced |
| Mainsail Financial Group, LLC | 3,638 | $963.8K | 0.40% | +382+11.7% | Added |
| Hikari Tsushin, Inc. | 3,634 | $962.7K | 0.06% | +3,634 | New |
| South Plains Financial, Inc. | 3,630 | $961.6K | 0.57% | +45+1.3% | Added |
| Alliance Wealth Advisors, LLC | 3,616 | $958.1K | 0.21% | −802−18.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 3,613 | $957.1K | 0.22% | −1,531−29.8% | Reduced |
| Montag A & Associates Inc | 3,605 | $956.4K | 0.04% | +969+36.8% | Added |
| Capital Markets Trading UK LLP | 3,609 | $956.0K | 1.15% | −520−12.6% | Reduced |
| Strait & Sound Wealth Management LLC | 3,602 | $954.2K | 0.36% | −600−14.3% | Reduced |
| Oxler Private Wealth LLC | 3,596 | $952.7K | 0.28% | +6+0.2% | Added |
| Corps Capital Advisors, LLC | 3,595 | $952.5K | 0.99% | +1,927+115.5% | Added |
| Great Lakes Advisors, LLC | 3,590 | $951.0K | 0.01% | −3,784−51.3% | Reduced |
| Neo Ivy Capital Management | 3,583 | $949.2K | 0.15% | +3,583 | New |
| Meadowbrook Advisors Group, LLC | 3,567 | $944.9K | 0.53% | +3,567 | New |
| Trust Point Inc. | 3,565 | $944.4K | 0.07% | −254−6.7% | Reduced |
| Integrated Investment Consultants, LLC | 3,560 | $943.1K | 0.19% | −52−1.4% | Reduced |
| First Citizens Bank & Trust Co | 3,548 | $939.9K | 0.02% | +587+19.8% | Added |
| First United Bank Trust | 3,536 | $936.7K | 0.30% | −1,165−24.8% | Reduced |
| Dara Capital US, Inc. | 3,524 | $933.5K | 0.83% | +3,524 | New |
| North Dallas Bank & Trust Co | 3,520 | $932.5K | 0.61% | +3,520 | New |
| Staley Capital Advisers Inc | 3,512 | $930.4K | 0.04% | −18−0.5% | Reduced |
| Evermay Wealth Management LLC | 3,503 | $928.8K | 0.10% | +818+30.5% | Added |
| B&L Asset Management LLC | 3,505 | $928.5K | 0.42% | +285+8.9% | Added |
| Nicholas Hoffman & Company, LLC. | 3,504 | $928.2K | 0.02% | +5+0.1% | Added |
| Meadow Creek Wealth Advisors LLC | 3,474 | $920.3K | 0.59% | +371+12.0% | Added |
| Kraematon Investment Advisors, Inc | 3,471 | $919.5K | 0.73% | +3+0.1% | Added |
| Carr Financial Group Corp | 3,467 | $918.5K | 0.24% | −248−6.7% | Reduced |