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 |
|---|---|---|---|---|---|
| Greenwich Wealth Management LLC | 2,431 | $644.0K | 0.03% | +47+2.0% | Added |
| Greenfield Savings Bank | 2,431 | $644.0K | 0.27% | +150+6.6% | Added |
| Stanley-Laman Group, Ltd. | 2,429 | $643.5K | 0.08% | +2,429 | New |
| ZEGA Investments, LLC | 2,423 | $642.0K | 0.12% | +95+4.1% | Added |
| Quantum Financial Advisors, LLC | 2,423 | $641.9K | 0.07% | +2,423 | New |
| Eads & Heald Wealth Management | 2,409 | $638.2K | 0.31% | −473−16.4% | Reduced |
| S Harris Financial Group, LLC | 2,401 | $636.0K | 0.61% | +2,401 | New |
| Farmers National Bank | 2,400 | $635.8K | 0.14% | +1,221+103.6% | Added |
| Cabot Wealth Management Inc | 2,398 | $635.3K | 0.07% | −276−10.3% | Reduced |
| Fayez Sarofim & Co | 2,394 | $634.2K | 0.00% | −337−12.3% | Reduced |
| Tortuga Wealth Management, Inc | 2,389 | $632.9K | 0.67% | +2,389 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2,382 | $631.3K | 0.00% | −9−0.4% | Reduced |
| Destination Wealth Management | 2,376 | $629.3K | 0.02% | +1,371+136.4% | Added |
| Mma Asset Management LLC | 2,359 | $624.9K | 0.22% | +2,359 | New |
| Natural Investments, LLC | 2,350 | $622.0K | 0.15% | +185+8.5% | Added |
| Platform Technology Partners | 2,343 | $620.6K | 0.13% | −305−11.5% | Reduced |
| Leavell Investment Management, Inc. | 2,340 | $620.6K | 0.03% | +139+6.3% | Added |
| Cascades Capital Asset Management, LLC | 2,331 | $617.5K | 0.26% | +663+39.7% | Added |
| Capital Advisors Inc | 2,328 | $616.8K | 0.01% | +2,328 | New |
| AGH Wealth Advisors, LLC | 2,328 | $616.7K | 0.46% | −306−11.6% | Reduced |
| Liberty One Investment Management, LLC | 2,314 | $613.0K | 0.08% | −1,975−46.0% | Reduced |
| AlphaStar Capital Management, LLC | 2,304 | $610.2K | 0.04% | −17,957−88.6% | Reduced |
| Trueblood Wealth Management, LLC | 2,300 | $609.4K | 0.24% | −10−0.4% | Reduced |
| Avidian Wealth Solutions, LLC | 2,300 | $609.3K | 0.02% | −13−0.6% | Reduced |
| Garden State Investment Advisory Services LLC | 2,294 | $608.9K | 0.14% | −867−27.4% | Reduced |
| Founders Financial Alliance, LLC | 2,297 | $608.4K | 0.11% | −19−0.8% | Reduced |
| Abel Hall, LLC | 2,296 | $608.2K | 0.14% | +1,367+147.1% | Added |
| Silver Coast Investments LLC | 2,287 | $605.9K | 0.21% | +41+1.8% | Added |
| Verdence Capital Advisors LLC | 2,287 | $605.7K | 0.04% | −160−6.5% | Reduced |
| Connecticut Wealth Management, LLC | 2,285 | $605.3K | 0.03% | −1,442−38.7% | Reduced |
| Sunpointe, LLC | 2,280 | $605.0K | 0.20% | +265+13.2% | Added |
| Smithfield Trust Co | 2,277 | $604.0K | 0.03% | −153−6.3% | Reduced |
| IVC Wealth Advisors LLC | 2,272 | $601.9K | 0.26% | +122+5.7% | Added |
| Fiduciary Alliance LLC | 2,268 | $600.8K | 0.04% | −650−22.3% | Reduced |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2,262 | $599.2K | 0.46% | +2,262 | New |
| Wilkerson Advisory Group LLC | 2,261 | $599.0K | 0.21% | +2,261 | New |
| Cim Investment Mangement Inc | 2,260 | $598.7K | 0.16% | 00.0% | Unchanged |
| Somerset Trust Co | 2,256 | $597.6K | 0.18% | +64+2.9% | Added |
| Diligent Investors, LLC | 2,250 | $596.1K | 0.15% | −50−2.2% | Reduced |
| Davis Investment Partners, LLC | 2,350 | $596.0K | 0.21% | +2,350 | New |
| Accurate Wealth Management, LLC | 2,290 | $595.3K | 0.08% | +114+5.2% | Added |
| Beacon Financial Advisory LLC | 2,246 | $594.9K | 0.14% | +321+16.7% | Added |
| Basecamp Wealth Advisors LLC | 2,242 | $593.9K | 0.13% | +2,242 | New |
| Victory Financial Group, LLC | 2,238 | $592.9K | 0.07% | −49−2.1% | Reduced |
| Buckland Partners Management Co LLC | 2,232 | $592.2K | 0.33% | +2,232 | New |
| Magnus Financial Group LLC | 2,222 | $588.6K | 0.05% | −103−4.4% | Reduced |
| IFG Advisors, LLC | 2,215 | $586.8K | 0.10% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,198 | $582.3K | 0.06% | −66−2.9% | Reduced |
| Capstone Wealth Management Group LLC | 2,197 | $581.9K | 0.35% | +203+10.2% | Added |
| Calton & Associates, Inc. | 2,191 | $580.3K | 0.09% | +683+45.3% | Added |
| Kestra Investment Management, LLC | 2,189 | $579.9K | 0.01% | −491−18.3% | Reduced |
| Richardson Financial Services Inc. | 2,178 | $578.8K | 0.36% | +270+14.2% | Added |
| Windsor Capital Management, LLC | 2,185 | $578.7K | 0.16% | −72−3.2% | Reduced |
| Peterson Wealth Services | 2,181 | $577.8K | 0.15% | −1,275−36.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,180 | $577.5K | 0.04% | +20+0.9% | Added |
| Tennessee Valley Asset Management Partners | 2,169 | $574.6K | 0.07% | +48+2.3% | Added |
| Cape Ann Savings Bank | 2,169 | $574.6K | 0.29% | +235+12.2% | Added |
| Perennial Advisors, LLC | 2,167 | $574.1K | 0.10% | +26+1.2% | Added |
| Regent Peak Wealth Advisors LLC | 2,163 | $572.9K | 0.11% | +89+4.3% | Added |
| WBH Advisory Inc | 2,159 | $572.0K | 0.04% | −192−8.2% | Reduced |
| Harmony Asset Management LLC | 2,153 | $570.4K | 0.19% | +5+0.2% | Added |
| American Capital Advisory, LLC | 2,153 | $570.4K | 0.25% | +678+46.0% | Added |
| J.Safra Asset Management Corp | 2,150 | $569.5K | 0.03% | +1,117+108.1% | Added |
| Walkner Condon Financial Advisors LLC | 2,149 | $569.3K | 0.08% | +36+1.7% | Added |
| Winthrop Advisory Group LLC | 2,157 | $568.7K | 0.05% | −163−7.0% | Reduced |
| Cresta Advisors, Ltd. | 2,146 | $568.5K | 0.24% | +2,146 | New |
| Semus Wealth Partners LLC | 2,142 | $567.4K | 0.31% | −38−1.7% | Reduced |
| Consilio Wealth Advisors, LLC | 2,130 | $564.3K | 0.17% | +23+1.1% | Added |
| Laffer Tengler Investments | 2,130 | $564.3K | 0.09% | +1,286+152.4% | Added |
| Voleon Capital Management LP | 2,129 | $564.0K | 0.01% | −54,991−96.3% | Reduced |
| Addison Advisors LLC | 2,123 | $562.4K | 0.13% | +136+6.8% | Added |
| Inceptionr LLC | 2,122 | $562.1K | 0.16% | −808−27.6% | Reduced |
| Signature Equity Partners, LLC | 2,118 | $561.2K | 0.31% | +2,118 | New |
| a16z Perennial Management, L.P. | 2,117 | $560.8K | 0.04% | −8−0.4% | Reduced |
| Capital Advantage, Inc. | 2,117 | $560.7K | 0.08% | +137+6.9% | Added |
| Bingham Private Wealth, LLC | 2,111 | $559.2K | 0.48% | +2,111 | New |
| Brookwood Investment Group LLC | 2,107 | $558.2K | 0.07% | −2,213−51.2% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 2,094 | $554.8K | 0.34% | −1,412−40.3% | Reduced |
| Ameriflex Group, Inc. | 2,086 | $552.7K | 0.29% | −270−11.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,084 | $552.1K | 0.06% | −8−0.4% | Reduced |
| 4WEALTH Advisors, Inc. | 2,084 | $552.0K | 0.48% | +188+9.9% | Added |
| Stonebrook Private Inc. | 2,080 | $550.9K | 0.12% | −2,752−57.0% | Reduced |
| Centurion Wealth Management LLC | 2,076 | $549.9K | 0.12% | +34+1.7% | Added |
| Mosley Wealth Management | 2,280 | $548.2K | 0.25% | +2,280 | New |
| HCR Wealth Advisors | 2,068 | $547.8K | 0.05% | +522+33.8% | Added |
| Latko Wealth Management, Ltd. | 2,065 | $547.1K | 0.27% | +3+0.1% | Added |
| Laurel Oak Wealth Management, LLC | 2,065 | $547.0K | 0.09% | +2,065 | New |
| SGL Investment Advisors, Inc. | 2,872 | $545.6K | 0.22% | +255+9.7% | Added |
| Polymer Capital Management (HK) LTD | 2,059 | $545.5K | 0.08% | +2,059 | New |
| 17 Capital Partners, LLC | 2,053 | $543.9K | 0.28% | −233−10.2% | Reduced |
| McHugh Group, LLC | 2,050 | $543.1K | 0.31% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 2,450 | $542.9K | 0.44% | −367−13.0% | Reduced |
| RAM Investment Partners, LLC | 2,043 | $541.2K | 0.10% | −252−11.0% | Reduced |
| Appleton Partners Inc | 2,036 | $539.0K | 0.04% | −87−4.1% | Reduced |
| Jeppson Wealth Management, LLC | 2,027 | $537.0K | 0.17% | 00.0% | Unchanged |
| Sandro Wealth Management LLC | 2,026 | $536.7K | 0.44% | +2,026 | New |
| Evelyn Partners Investment Management Services Ltd | 2,024 | $536.2K | 0.07% | −1,336−39.8% | Reduced |
| Hilltop National Bank | 2,024 | $536.2K | 0.13% | −565−21.8% | Reduced |
| Wallace Advisory Group, LLC | 2,021 | $535.4K | 0.56% | +1,046+107.3% | Added |
| LVW Advisors, LLC | 2,018 | $534.6K | 0.05% | +173+9.4% | Added |