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 |
|---|---|---|---|---|---|
| Moss Adams Wealth Advisors LLC | 3,441 | $913.0K | 0.07% | +111+3.3% | Added |
| Founders Financial Securities LLC | 3,438 | $910.6K | 0.05% | 00.0% | Unchanged |
| Aviso Wealth Management | 3,424 | $907.1K | 0.38% | −172−4.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,422 | $906.6K | 0.32% | −1,171−25.5% | Reduced |
| Winton Group Ltd | 3,418 | $905.5K | 0.03% | −7,978−70.0% | Reduced |
| Eagle Wealth Advisors LLC | 3,403 | $902.9K | 0.77% | +3,403 | New |
| Anchor Capital Advisors LLC | 3,407 | $902.6K | 0.03% | −40,092−92.2% | Reduced |
| Csenge Advisory Group | 3,401 | $901.0K | 0.04% | +301+9.7% | Added |
| Letko, Brosseau & Associates Inc | 3,400 | $900.7K | 0.01% | +3,400 | New |
| Fiduciary Financial Group, LLC | 3,398 | $900.2K | 0.13% | −299−8.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 3,394 | $899.2K | 0.08% | −181−5.1% | Reduced |
| Kennebec Savings Bank | 3,379 | $895.1K | 0.77% | −130−3.7% | Reduced |
| Everest Management Corp. | 3,374 | $893.8K | 0.50% | +4+0.1% | Added |
| Maridea Wealth Management LLC | 3,368 | $892.2K | 0.13% | +766+29.4% | Added |
| Aspire Growth Partners LLC | 3,360 | $890.2K | 0.62% | +5+0.1% | Added |
| Waldron Private Wealth LLC | 3,342 | $885.3K | 0.03% | −281−7.8% | Reduced |
| Pointe Capital Management LLC | 3,341 | $885.1K | 0.44% | −151−4.3% | Reduced |
| Etesian Wealth Advisors, Inc. | 3,339 | $884.5K | 0.28% | −522−13.5% | Reduced |
| Arbor Capital Management Inc | 3,321 | $883.9K | 0.74% | +51+1.6% | Added |
| Cypress Wealth Services, LLC | 3,329 | $881.9K | 0.12% | +378+12.8% | Added |
| Abbot Financial Management, Inc. | 3,319 | $879.2K | 0.36% | +25+0.8% | Added |
| Prosperity Wealth Management, Inc. | 3,306 | $875.8K | 0.29% | +3,306 | New |
| Florida Financial Advisors, LLC | 3,303 | $873.1K | 0.24% | +1,884+132.8% | Added |
| Inscription Capital, LLC | 3,287 | $870.6K | 0.09% | +867+35.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 3,283 | $869.6K | 0.35% | −71−2.1% | Reduced |
| Green Ridge Wealth Planning LLC | 3,280 | $868.9K | 0.44% | +3,280 | New |
| Texas Capital Bank Wealth Management Services Inc | 3,280 | $868.9K | 0.05% | +1,854+130.0% | Added |
| Putney Financial Group LLC | 3,265 | $864.9K | 0.81% | −224−6.4% | Reduced |
| Kames Capital plc | 3,265 | $864.9K | 0.01% | +536+19.6% | Added |
| First National Bank | 3,261 | $863.9K | 0.46% | −66−2.0% | Reduced |
| Marble Wealth, LLC | 3,258 | $863.0K | 0.12% | +3,258 | New |
| Burney Co | 3,253 | $861.8K | 0.03% | −396−10.9% | Reduced |
| Cornerstone Wealth Group, LLC | 3,251 | $861.3K | 0.06% | +394+13.8% | Added |
| Oder Investment Management, LLC | 3,247 | $860.2K | 0.62% | −284−8.0% | Reduced |
| SmartHarvest Portfolios, LLC | 3,237 | $857.5K | 0.30% | +3,237 | New |
| Chicago Trust Co NA | 3,236 | $857.2K | 0.13% | −1,755−35.2% | Reduced |
| Northern Oak Wealth Management Inc | 3,234 | $856.7K | 0.11% | +36+1.1% | Added |
| Canandaigua National Trust Co of Florida | 3,229 | $855.4K | 0.54% | −229−6.6% | Reduced |
| Legacy Advisors, LLC | 3,221 | $854.7K | 0.09% | +468+17.0% | Added |
| Integrity Alliance, LLC. | 3,220 | $853.0K | 0.03% | −426−11.7% | Reduced |
| Argyle Capital Partners, LLC | 3,217 | $852.3K | 0.62% | −1,680−34.3% | Reduced |
| Prentice Wealth Management LLC | 3,216 | $852.0K | 0.19% | +216+7.2% | Added |
| Focus Financial Network, Inc. | 3,211 | $850.7K | 0.03% | −891−21.7% | Reduced |
| Birinyi Associates Inc | 3,208 | $850.0K | 0.21% | −650−16.8% | Reduced |
| Parkway Wealth Management Group, LLC | 3,202 | $848.3K | 0.11% | +3,202 | New |
| Roxbury Financial LLC | 3,183 | $843.3K | 0.76% | −13−0.4% | Reduced |
| Confluence Wealth Services, Inc. | 3,161 | $837.2K | 0.03% | −2,210−41.1% | Reduced |
| TownSquare Capital, LLC | 3,158 | $836.5K | 0.19% | +539+20.6% | Added |
| Fred Alger Management, LLC | 3,149 | $835.5K | 0.00% | −11,794−78.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 3,152 | $835.0K | 0.59% | +46+1.5% | Added |
| NVWM, LLC | 3,258 | $833.7K | 0.18% | −18−0.5% | Reduced |
| Nichols & Pratt Advisers LLP | 3,147 | $833.7K | 0.05% | +32+1.0% | Added |
| Versant Capital Management, Inc | 3,133 | $830.0K | 0.10% | +1,037+49.5% | Added |
| Portland Investment Counsel Inc. | 3,116 | $828.6K | 0.25% | +1,014+48.2% | Added |
| Retirement Planning Group | 3,123 | $827.3K | 0.03% | +36+1.2% | Added |
| Boston Trust Walden Corp | 3,122 | $827.0K | 0.01% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 3,052 | $827.0K | 0.03% | −454−12.9% | Reduced |
| SPWM Advisors LLC | 3,121 | $826.7K | 0.79% | +3,121 | New |
| Lederer & Associates Investment Counsel | 3,113 | $825.0K | 0.55% | −520−14.3% | Reduced |
| Bernicke Wealth Management, Ltd. | 3,110 | $823.9K | 0.11% | +3,110 | New |
| Mirador Capital Partners LP | 3,106 | $822.9K | 0.11% | −5,709−64.8% | Reduced |
| GM Advisory Group, Inc. | 3,105 | $822.5K | 0.03% | −196−5.9% | Reduced |
| CrossGen Wealth, LLC | 3,096 | $820.3K | 0.72% | +3,096 | New |
| Gamco Investors, Inc. Et Al | 3,089 | $818.3K | 0.01% | −41−1.3% | Reduced |
| Principal Street Partners, LLC | 3,086 | $817.5K | 0.14% | −420−12.0% | Reduced |
| Virtue Capital Management, LLC | 3,211 | $814.2K | 0.13% | −5,667−63.8% | Reduced |
| Riverbend Wealth Management, LLC | 3,067 | $812.5K | 0.51% | +250+8.9% | Added |
| Sage Rhino Capital LLC | 3,066 | $812.2K | 0.15% | −116−3.6% | Reduced |
| Root Financial Partners, LLC | 3,062 | $811.1K | 0.04% | +437+16.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,060 | $810.6K | 0.08% | +870+39.7% | Added |
| Fjell Capital, LLC | 3,050 | $808.1K | 0.62% | +204+7.2% | Added |
| Investment House LLC | 3,050 | $808.0K | 0.04% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 3,038 | $804.7K | 0.09% | +184+6.4% | Added |
| West Family Investments, Inc. | 3,015 | $798.7K | 0.19% | −1,148−27.6% | Reduced |
| Mirabaud & Cie SA | 3,005 | $796.1K | 0.26% | −3,160−51.3% | Reduced |
| Warm Springs Advisors Inc. | 3,004 | $795.8K | 0.62% | 00.0% | Unchanged |
| Mechanics Financial Corp | 3,004 | $795.8K | 0.29% | +100+3.4% | Added |
| Forefront Wealth Partners, LLC | 3,002 | $795.4K | 0.38% | +52+1.8% | Added |
| Capital Investment Advisory Services, LLC | 2,999 | $794.5K | 0.06% | +540+22.0% | Added |
| Rothschild Investment LLC | 2,990 | $792.1K | 0.04% | −753−20.1% | Reduced |
| WJ Financial Advisors LLC | 2,987 | $791.3K | 0.70% | +10.0% | Added |
| Western Pacific Wealth Management, LP | 2,983 | $790.2K | 0.77% | +249+9.1% | Added |
| 3Chopt Investment Partners, LLC | 2,967 | $787.2K | 0.18% | −940−24.1% | Reduced |
| Burford Brothers, Inc. | 2,961 | $784.4K | 0.32% | −783−20.9% | Reduced |
| Zullo Investment Group, Inc. | 2,954 | $782.6K | 0.29% | +78+2.7% | Added |
| Oxford Wealth Group, LLC | 2,946 | $780.5K | 0.38% | +2,946 | New |
| Cromwell Holdings LLC | 2,940 | $780.1K | 0.43% | +118+4.2% | Added |
| Blodgett Wealth Advisors, LLC | 2,938 | $778.2K | 0.54% | −275−8.6% | Reduced |
| Alpha Family Trust | 2,935 | $777.5K | 0.35% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,933 | $777.0K | 0.03% | +588+25.1% | Added |
| Bienville Capital Management, LLC | 2,924 | $775.8K | 0.12% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 2,920 | $773.6K | 0.25% | −7−0.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,910 | $772.0K | 0.25% | −336−10.4% | Reduced |
| Holderness Investments Co | 2,910 | $770.9K | 0.16% | −454−13.5% | Reduced |
| Aventura Private Wealth, LLC | 2,910 | $770.8K | 0.28% | −431−12.9% | Reduced |
| Modern Wealth Management, LLC | 2,907 | $770.1K | 0.01% | +304+11.7% | Added |
| Nwam LLC | 3,343 | $769.9K | 0.04% | −220−6.2% | Reduced |
| Meridian Investment Counsel Inc. | 2,905 | $769.6K | 0.19% | −327−10.1% | Reduced |
| United Community Bank | 2,903 | $769.0K | 0.29% | −1,421−32.9% | Reduced |
| Aries Wealth Management | 2,903 | $769.0K | 0.17% | +40+1.4% | Added |