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 |
|---|---|---|---|---|---|
| RiverFront Investment Group, LLC | 2,895 | $766.9K | 0.01% | −103−3.4% | Reduced |
| Global Assets Advisory, LLC | 2,871 | $760.6K | 0.22% | −540−15.8% | Reduced |
| Flagship Wealth Advisors, LLC | 4,142 | $760.3K | 0.22% | −45−1.1% | Reduced |
| Income Insurance Ltd | 2,870 | $760.3K | 0.49% | +2,870 | New |
| Clear Trail Advisors, LLC | 2,867 | $759.5K | 0.18% | +2,867 | New |
| Knuff & Co LLC | 2,864 | $758.7K | 0.22% | −44−1.5% | Reduced |
| Claro Advisors LLC | 2,862 | $758.3K | 0.10% | +129+4.7% | Added |
| Romano Brothers and Company | 2,861 | $757.9K | 0.09% | −265−8.5% | Reduced |
| Financial Advisory Corp | 2,859 | $757.0K | 0.20% | +243+9.3% | Added |
| Odyssean, LLC | 2,857 | $756.8K | 0.54% | +2,857 | New |
| Onefund, LLC | 2,852 | $755.5K | 0.45% | +146+5.4% | Added |
| Citizens National Bank Trust Department | 2,845 | $753.7K | 0.13% | +109+4.0% | Added |
| S&CO Inc | 2,839 | $752.0K | 0.05% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,838 | $751.8K | 0.14% | −101−3.4% | Reduced |
| Carson Advisory Inc. | 2,832 | $750.2K | 0.39% | +276+10.8% | Added |
| FSM Wealth Advisors, LLC | 2,827 | $748.9K | 0.10% | +694+32.5% | Added |
| YANKCOM Partnership | 2,824 | $748.1K | 0.32% | +44+1.6% | Added |
| TB Alternative Assets Ltd. | 2,813 | $745.2K | 0.12% | +2,813 | New |
| Morey & Quinn Wealth Partners, LLC | 2,809 | $744.2K | 0.53% | −58−2.0% | Reduced |
| Capstone Capital Management Ltd | 2,808 | $743.9K | 0.71% | +2,808 | New |
| Fukoku Mutual Life Insurance Co | 2,806 | $743.3K | 0.05% | −174−5.8% | Reduced |
| Pursuit Wealth Management LLC | 2,805 | $743.1K | 0.64% | +2,805 | New |
| Mitchell McLeod Pugh & Williams Inc | 3,878 | $742.1K | 0.11% | −78−2.0% | Reduced |
| First Foundation Advisors | 2,786 | $738.0K | 0.03% | +43+1.6% | Added |
| Harbour Wealth Management Group, Inc. | 2,770 | $733.8K | 0.57% | +2,770 | New |
| Concentrum Wealth Management | 2,757 | $730.5K | 0.20% | −234−7.8% | Reduced |
| Milestone Asset Management, LLC | 2,749 | $728.3K | 0.14% | −7,159−72.3% | Reduced |
| Clear Creek Financial Management, LLC | 2,740 | $725.9K | 0.06% | −231−7.8% | Reduced |
| Sage Private Wealth Group, LLC | 2,720 | $720.7K | 0.39% | +64+2.4% | Added |
| New Insight Wealth Advisors | 2,714 | $719.0K | 0.26% | −344−11.2% | Reduced |
| Summa Corp. | 2,709 | $717.6K | 0.31% | +929+52.2% | Added |
| Davis R M Inc | 2,707 | $717.0K | 0.01% | +161+6.3% | Added |
| Payden & Rygel | 2,700 | $715.0K | 0.05% | −1,400−34.1% | Reduced |
| Parkside Financial Bank & Trust | 2,695 | $713.9K | 0.05% | +22+0.8% | Added |
| Edgestream Partners, L.P. | 2,686 | $711.5K | 0.02% | −8,191−75.3% | Reduced |
| Crown Wealth Group, LLC | 2,686 | $711.5K | 0.20% | +37+1.4% | Added |
| Watershed Private Wealth LLC | 2,685 | $711.3K | 0.21% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 2,679 | $709.7K | 0.01% | +108+4.2% | Added |
| Persium Advisors, LLC | 2,679 | $709.7K | 0.52% | +195+7.9% | Added |
| Karani Asset Management LLC | 2,673 | $708.1K | 0.62% | −12−0.4% | Reduced |
| Alpha Cubed Investments, LLC | 2,666 | $706.3K | 0.02% | −100−3.6% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 2,663 | $705.5K | 0.09% | −6,416−70.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,655 | $705.0K | 0.01% | −3,041−53.4% | Reduced |
| Sacks & Associates, LLC | 2,655 | $703.3K | 0.52% | +2,655 | New |
| Roberts Glore & Co Inc | 2,647 | $701.2K | 0.19% | +22+0.8% | Added |
| Coign Capital Advisors LLC | 2,645 | $700.7K | 0.37% | +44+1.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,643 | $700.3K | 0.09% | −141−5.1% | Reduced |
| Security National Bank | 2,638 | $698.8K | 0.10% | +1,398+112.7% | Added |
| Silver Oak Securities, Inc | 2,626 | $698.3K | 0.05% | +237+9.9% | Added |
| DRW Securities, LLC | 2,636 | $698.1K | 0.05% | −1,935−42.3% | Reduced |
| WealthCollab, LLC | 2,635 | $698.1K | 0.29% | +24+0.9% | Added |
| Redwood Financial Network Corp | 2,635 | $697.9K | 0.44% | −52−1.9% | Reduced |
| Hill Island Financial LLC | 2,631 | $696.9K | 0.17% | −318−10.8% | Reduced |
| Sunflower Bank, N.A. | 2,629 | $696.4K | 0.18% | −180−6.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,620 | $694.0K | 0.04% | −12,268−82.4% | Reduced |
| Mayflower Financial Advisors, LLC | 2,609 | $691.1K | 0.08% | −23−0.9% | Reduced |
| PFC Capital Group, Inc. | 2,611 | $691.0K | 0.28% | −2,008−43.5% | Reduced |
| Cornerstone Select Advisors, LLC | 2,608 | $690.9K | 0.48% | +37+1.4% | Added |
| Tranquility Partners, LLC | 2,605 | $690.1K | 0.25% | −713−21.5% | Reduced |
| Unify Financial Advisors | 2,599 | $688.5K | 0.72% | +2,599 | New |
| Avalon Trust Co | 2,595 | $687.4K | 0.04% | −95−3.5% | Reduced |
| Avory & Company, LLC | 2,595 | $687.4K | 0.44% | +2,595 | New |
| Crumly & Associates Inc. | 2,585 | $684.8K | 0.14% | −249−8.8% | Reduced |
| Polen Capital Management LLC | 2,581 | $683.8K | 0.00% | −1,171−31.2% | Reduced |
| Catalyst Private Wealth, LLC | 2,578 | $682.9K | 0.30% | +75+3.0% | Added |
| Bridgewater Advisors Inc. | 3,073 | $681.0K | 0.04% | +189+6.6% | Added |
| Monetary Management Group Inc | 2,570 | $680.8K | 0.16% | −770−23.1% | Reduced |
| Van Diest Capital, LLC | 2,560 | $678.3K | 1.01% | +2,560 | New |
| White Pine Capital LLC | 2,560 | $678.2K | 0.19% | −353−12.1% | Reduced |
| United Advisor Group, LLC | 2,536 | $671.8K | 0.09% | +130+5.4% | Added |
| Uniting Wealth Partners, LLC | 2,531 | $671.5K | 0.21% | −45−1.7% | Reduced |
| Everpar Advisors LLC | 2,528 | $669.7K | 0.25% | +568+29.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 3,448 | $669.0K | 0.19% | −716−17.2% | Reduced |
| Game Creek Capital, LP | 2,525 | $668.9K | 0.25% | +2,525 | New |
| Atlantic Trust, LLC | 2,518 | $666.9K | 0.10% | +66+2.7% | Added |
| Advisor OS, LLC | 2,511 | $665.3K | 0.05% | +186+8.0% | Added |
| Westover Capital Advisors, LLC | 2,509 | $664.7K | 0.12% | −60−2.3% | Reduced |
| Moseley Investment Management Inc | 2,504 | $663.2K | 0.20% | −867−25.7% | Reduced |
| Symmetry Peak Management LLC | 2,500 | $662.3K | 13.97% | +2,500 | New |
| China Universal Asset Management Co., Ltd. | 2,482 | $658.4K | 0.05% | +43+1.8% | Added |
| Fiduciary Family Office, LLC | 2,477 | $656.3K | 0.19% | +6+0.2% | Added |
| Gallacher Capital Management LLC | 2,477 | $656.2K | 0.25% | −836−25.2% | Reduced |
| True North Advisors, LLC | 2,475 | $655.7K | 0.08% | −7,977−76.3% | Reduced |
| BankPlus Wealth Management LLC | 2,474 | $655.6K | 0.36% | +181+7.9% | Added |
| Millstone Evans Group, LLC | 2,468 | $653.8K | 0.38% | +85+3.6% | Added |
| Kuhn & Co Investment Counsel | 2,467 | $653.5K | 0.44% | +22+0.9% | Added |
| Advyzon Investment Management, LLC | 2,465 | $653.1K | 0.08% | +705+40.1% | Added |
| Bank of Jackson Hole Trust | 2,460 | $651.7K | 0.31% | +343+16.2% | Added |
| Financial Advisory Service, Inc. | 2,453 | $649.9K | 0.04% | −4−0.2% | Reduced |
| Baron Wealth Management LLC | 2,453 | $649.9K | 0.20% | −397−13.9% | Reduced |
| Cidel Asset Management Inc | 2,451 | $649.3K | 0.05% | −1,504−38.0% | Reduced |
| Sentry Investment Management LLC | 2,445 | $648.0K | 0.43% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 2,438 | $647.0K | 0.15% | −3−0.1% | Reduced |
| MN Wealth Advisors, LLC | 2,441 | $646.8K | 0.33% | +2,441 | New |
| White Wing Wealth Management | 2,440 | $646.5K | 0.39% | +2,440 | New |
| Roman Butler Fullerton & Co | 2,834 | $646.3K | 0.17% | −1,238−30.4% | Reduced |
| Fortitude Family Office, LLC | 2,439 | $646.1K | 0.15% | −49−2.0% | Reduced |
| Purus Wealth Management, LLC | 2,436 | $645.3K | 0.20% | +74+3.1% | Added |
| Wrapmanager Inc | 2,436 | $645.3K | 0.22% | −415−14.6% | Reduced |
| OneAscent Financial Services LLC | 2,433 | $644.5K | 0.06% | +306+14.4% | Added |