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 |
|---|---|---|---|---|---|
| Synergy Financial Group, LTD | 2,012 | $533.0K | 0.37% | −23−1.1% | Reduced |
| Facet Wealth, Inc. | 2,329 | $530.9K | 0.01% | +687+41.8% | Added |
| Covenant Partners, LLC | 2,001 | $530.1K | 0.15% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 2,000 | $529.8K | 0.06% | 00.0% | Unchanged |
| Corient IA LLC | 2,000 | $529.8K | 0.50% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 2,000 | $529.8K | 0.31% | +2,000 | New |
| American State Bank (Iowa) | 1,999 | $529.6K | 0.25% | +145+7.8% | Added |
| Andina Capital Management, LLC | 1,995 | $528.5K | 0.32% | +98+5.2% | Added |
| Colonial Trust Co | 1,978 | $524.0K | 0.07% | −160−7.5% | Reduced |
| Aviance Capital Partners, LLC | 1,977 | $523.7K | 0.06% | −11−0.6% | Reduced |
| Range Advisory, LLC | 1,976 | $523.4K | 0.13% | +1,976 | New |
| City State Bank | 1,975 | $523.2K | 0.14% | −590−23.0% | Reduced |
| Anchyra Partners LLC | 1,975 | $523.2K | 0.16% | +1,975 | New |
| Northern Lights Advisors, Inc. | 1,975 | $523.2K | 0.36% | +1,975 | New |
| Independent Solutions Wealth Management, LLC | 1,974 | $522.9K | 0.10% | −91−4.4% | Reduced |
| FirstWave Capital Management LLC | 1,972 | $522.4K | 0.31% | +1,972 | New |
| Prota Financial, LLC | 1,972 | $522.4K | 0.38% | +1,972 | New |
| Berger Financial Group, Inc | 1,967 | $521.1K | 0.03% | −30−1.5% | Reduced |
| Apriem Advisors | 1,965 | $520.5K | 0.05% | +80+4.2% | Added |
| Greenspring Advisors, LLC | 1,959 | $519.1K | 0.03% | +1,959 | New |
| Ewa, LLC | 1,957 | $518.5K | 0.13% | −26−1.3% | Reduced |
| Wisconsin Wealth Advisors, LLC | 1,956 | $518.2K | 0.51% | −12−0.6% | Reduced |
| Seven Mile Advisory | 1,955 | $517.8K | 0.09% | −517−20.9% | Reduced |
| Liberty Wealth Management LLC | 1,945 | $515.2K | 0.07% | −3−0.2% | Reduced |
| GK Wealth Management LLC | 1,942 | $514.6K | 0.38% | +822+73.4% | Added |
| V2 Financial group LLC | 1,942 | $514.4K | 0.25% | +253+15.0% | Added |
| Abacus Planning Group, Inc. | 1,940 | $513.9K | 0.07% | +520+36.6% | Added |
| Pure Financial Advisors, Inc. | 1,938 | $513.3K | 0.01% | −330−14.6% | Reduced |
| Sentinus, LLC | 1,936 | $512.8K | 0.05% | +208+12.0% | Added |
| Revolve Wealth Partners, LLC | 1,927 | $510.5K | 0.06% | +9+0.5% | Added |
| Trilogy Capital Inc. | 1,927 | $510.5K | 0.02% | +13+0.7% | Added |
| Patron Partners Advisors, LLC | 1,924 | $509.7K | 0.23% | −159−7.6% | Reduced |
| WBI Investments | 1,923 | $509.4K | 0.13% | +1,923 | New |
| Bigelow Investment Advisors, LLC | 1,922 | $509.2K | 0.20% | +7+0.4% | Added |
| Investors Research Corp | 1,920 | $508.5K | 0.09% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 1,917 | $507.8K | 0.21% | 00.0% | Unchanged |
| Cambient Family Office, LLC | 1,913 | $507.5K | 0.07% | +1,913 | New |
| Rakuten Securities, Inc. | 1,915 | $507.3K | 0.16% | −1,163−37.8% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,913 | $506.8K | 0.09% | −59−3.0% | Reduced |
| Accel Wealth Management | 1,907 | $505.2K | 0.14% | +17+0.9% | Added |
| Chilton Investment Co LLC | 1,902 | $503.9K | 0.01% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 1,901 | $503.6K | 0.04% | 00.0% | Unchanged |
| Eurizon SLJ Capital Ltd | 1,901 | $503.6K | 0.20% | +1,901 | New |
| Breakwater Capital Group | 1,894 | $501.7K | 0.07% | −7−0.4% | Reduced |
| Grandfield & Dodd, LLC | 1,889 | $500.4K | 0.03% | +300+18.9% | Added |
| Ramiah Investment Group | 1,888 | $500.1K | 0.43% | −519−21.6% | Reduced |
| Strategic Blueprint, LLC | 1,886 | $499.5K | 0.03% | −3,680−66.1% | Reduced |
| Lafayette Investments, Inc. | 1,878 | $497.5K | 0.09% | +217+13.1% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 1,878 | $497.5K | 0.26% | +1,878 | New |
| One Wealth Capital Management, LLC | 1,877 | $497.3K | 0.21% | +716+61.7% | Added |
| JSF Financial, LLC | 1,876 | $497.0K | 0.10% | +139+8.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,872 | $496.7K | 0.15% | +241+14.8% | Added |
| Herold Advisors, Inc. | 1,872 | $495.9K | 0.11% | +75+4.2% | Added |
| BOK Financial Private Wealth, Inc. | 1,867 | $495.4K | 0.03% | −7−0.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,855 | $491.5K | 0.01% | +476+34.5% | Added |
| W.H. Cornerstone Investments Inc. | 1,855 | $491.4K | 0.30% | −81−4.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,855 | $491.4K | 0.16% | +41+2.3% | Added |
| Gabelli Funds LLC | 1,850 | $490.1K | 0.00% | −115−5.9% | Reduced |
| Stokes Family Office, LLC | 1,849 | $489.9K | 0.04% | +171+10.2% | Added |
| Rainier Family Wealth Inc | 1,849 | $489.8K | 0.37% | +737+66.3% | Added |
| D'Orazio & Associates, Inc. | 1,838 | $486.9K | 0.06% | −22−1.2% | Reduced |
| Bellecapital International Ltd. | 1,837 | $486.6K | 0.09% | 00.0% | Unchanged |
| Armis Advisers, LLC | 2,490 | $486.5K | 0.05% | +674+37.1% | Added |
| CoreCap Advisors, LLC | 1,835 | $486.2K | 0.02% | −382−17.2% | Reduced |
| FF Advisors,LLC | 1,832 | $485.3K | 0.22% | −22−1.2% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,832 | $485.3K | 0.76% | +1,832 | New |
| Clarity Wealth Advisors, LLC | 1,831 | $485.1K | 0.10% | −73−3.8% | Reduced |
| Rexford Capital Inc | 1,831 | $485.1K | 0.37% | −236−11.4% | Reduced |
| AdvisorShares Investments LLC | 1,830 | $484.8K | 0.08% | +1,830 | New |
| Moment Partners, LLC | 1,827 | $484.8K | 0.10% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 1,824 | $483.3K | 0.07% | +252+16.0% | Added |
| Traveka Wealth, LLC | 1,824 | $483.1K | 0.20% | −98−5.1% | Reduced |
| Hartline Investment Corp | 1,822 | $482.7K | 0.05% | −15,628−89.6% | Reduced |
| Encompass Wealth Advisors, LLC | 1,815 | $480.7K | 0.16% | +104+6.1% | Added |
| Waterloo Capital, L.P. | 1,809 | $479.3K | 0.03% | +235+14.9% | Added |
| Benin Management CORP | 1,807 | $478.7K | 0.11% | +20+1.1% | Added |
| Castle Rock Wealth Management, LLC | 2,456 | $476.6K | 0.10% | −198−7.5% | Reduced |
| Waddell & Associates, LLC | 1,796 | $475.7K | 0.03% | −204−10.2% | Reduced |
| Vista Investment Management | 1,791 | $474.5K | 0.16% | −137−7.1% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 1,778 | $471.0K | 0.26% | −539−23.3% | Reduced |
| Wedge Capital Management L L P | 1,778 | $471.0K | 0.01% | +110+6.6% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,770 | $468.9K | 0.23% | +75+4.4% | Added |
| Welch Group, LLC | 1,764 | $467.3K | 0.02% | +95+5.7% | Added |
| Pacific Sage Partners, LLC | 1,761 | $466.5K | 0.07% | −41−2.3% | Reduced |
| Franklin Street Advisors Inc | 1,759 | $466.0K | 0.03% | −165−8.6% | Reduced |
| Austin Private Wealth, LLC | 1,759 | $465.9K | 0.03% | −1,311−42.7% | Reduced |
| Pines Wealth Management, LLC | 1,750 | $463.6K | 0.15% | +26+1.5% | Added |
| Summit Wealth Group LLC | 1,749 | $463.3K | 0.06% | −11,825−87.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,748 | $463.1K | 0.14% | −45−2.5% | Reduced |
| Gallagher Capital Advisors, LLC | 1,747 | $462.9K | 0.30% | −1,733−49.8% | Reduced |
| TFC Financial Management | 1,743 | $461.8K | 0.06% | +342+24.4% | Added |
| McAdam, LLC | 1,743 | $461.8K | 0.02% | +134+8.3% | Added |
| KG&L Capital Management,LLC | 1,740 | $461.1K | 0.12% | −190−9.8% | Reduced |
| Financial Enhancement Group LLC | 2,069 | $458.4K | 0.06% | −326−13.6% | Reduced |
| Jacobsen Capital Management | 1,730 | $458.3K | 0.15% | −190−9.9% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,729 | $458.0K | 0.27% | +141+8.9% | Added |
| Schnieders Capital Management, LLC. | 1,726 | $457.2K | 0.07% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,720 | $455.7K | 0.07% | −32−1.8% | Reduced |
| Financial Life Planners | 1,717 | $455.0K | 0.33% | −115−6.3% | Reduced |
| Waters Parkerson & Co., LLC | 1,715 | $454.3K | 0.02% | 00.0% | Unchanged |