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 |
|---|---|---|---|---|---|
| TFR Capital, LLC. | 1,712 | $453.5K | 0.15% | +10+0.6% | Added |
| Kera Capital Partners, Inc. | 2,135 | $453.3K | 0.06% | +1,259+143.7% | Added |
| Northwest & Ethical Investments L.P. | 1,700 | $452.2K | 0.01% | −64,985−97.5% | Reduced |
| Spectrum Planning & Advisory Services Inc. | 1,702 | $450.8K | 0.23% | +27+1.6% | Added |
| Pinnacle Bancorp, Inc. | 1,700 | $450.3K | 0.13% | −150−8.1% | Reduced |
| MSH Capital Advisors LLC | 1,695 | $449.1K | 0.10% | +1,695 | New |
| LRI Investments, LLC | 24,893 | $447.3K | 0.04% | +305+1.2% | Added |
| Smith Thornton Advisors LLC | 1,686 | $446.7K | 0.23% | +15+0.9% | Added |
| Aviso Financial Inc. | 1,686 | $446.6K | 0.02% | −3,204−65.5% | Reduced |
| David J Yvars Group | 1,685 | $446.4K | 0.24% | +120+7.7% | Added |
| Legacy Trust | 1,684 | $446.1K | 0.08% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,683 | $445.9K | 0.08% | +800+90.6% | Added |
| Thryve Wealth Management LLC | 1,683 | $445.8K | 0.22% | +1,683 | New |
| Jackson Thornton Asset Management, LLC | 1,693 | $445.1K | 0.04% | +1,693 | New |
| Wayfinding Financial, LLC | 1,671 | $443.0K | 0.19% | −109−6.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,668 | $441.8K | 0.28% | +147+9.7% | Added |
| JM2 Capital Inc. | 1,666 | $441.4K | 0.35% | +1,666 | New |
| Garrett Wealth Advisory Group, LLC | 1,658 | $439.2K | 0.08% | −80−4.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,656 | $438.6K | 0.05% | +1,656 | New |
| Koss-Olinger Consulting, LLC | 1,652 | $438.0K | 0.03% | −478−22.4% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,651 | $437.0K | 0.07% | +17+1.0% | Added |
| MLG Wealth Management DBA Pine Grove Financial Group | 1,645 | $435.8K | 0.05% | +1,645 | New |
| Old North State Wealth Management, LLC | 1,639 | $435.1K | 0.20% | +691+72.9% | Added |
| CVFG LLC | 1,641 | $434.8K | 0.30% | +73+4.7% | Added |
| Epiq Partners, LLC | 1,641 | $434.7K | 0.20% | −27−1.6% | Reduced |
| Legacy Edge Advisors, LLC | 1,640 | $434.5K | 0.05% | −61−3.6% | Reduced |
| Claret Asset Management Corp | 1,637 | $434.0K | 0.05% | +52+3.3% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 1,631 | $432.1K | 0.47% | +94+6.1% | Added |
| Arcataur Capital Management LLC | 1,628 | $431.3K | 0.12% | −24−1.5% | Reduced |
| Stonebridge Financial Group, LLC | 1,625 | $430.5K | 0.37% | +1,625 | New |
| Rooted Wealth Advisors, Inc. | 2,155 | $429.8K | 0.12% | −715−24.9% | Reduced |
| Howard Financial Services, Ltd. | 1,621 | $429.4K | 0.05% | +94+6.2% | Added |
| South Shore Capital Advisors | 1,613 | $427.3K | 0.31% | +1,613 | New |
| Guardian Asset Advisors, LLC | 1,605 | $426.4K | 0.22% | −319−16.6% | Reduced |
| Gemmer Asset Management LLC | 1,606 | $425.6K | 0.03% | +171+11.9% | Added |
| Advisor Resource Council | 2,013 | $424.6K | 0.15% | +2,013 | New |
| Sumitomo Mitsui Financial Group, Inc. | 1,594 | $424.4K | 0.01% | +1,271+393.5% | Added |
| Beaumont Financial Advisors, LLC | 1,598 | $423.3K | 0.03% | −39−2.4% | Reduced |
| Marino, Stram & Associates LLC | 1,593 | $422.0K | 0.08% | −402−20.2% | Reduced |
| LJI Wealth Management, LLC | 1,592 | $421.7K | 0.06% | −191−10.7% | Reduced |
| Fielder Capital Group LLC | 1,591 | $421.4K | 0.09% | +388+32.3% | Added |
| Sierra Summit Advisors LLC | 1,587 | $420.4K | 0.06% | −236−12.9% | Reduced |
| Avenue 1 Advisors, LLC | 1,586 | $420.2K | 0.13% | −28−1.7% | Reduced |
| Cornerstone Advisory, LLC | 1,577 | $417.7K | 0.04% | +211+15.4% | Added |
| Wakefield Asset Management LLLP | 1,575 | $417.2K | 0.11% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,571 | $416.2K | 0.02% | −53−3.3% | Reduced |
| Seed Wealth Management, Inc. | 1,570 | $415.9K | 0.29% | −200−11.3% | Reduced |
| KC Investment Advisors, LLC | 1,569 | $415.6K | 0.10% | −11−0.7% | Reduced |
| Cura Wealth Advisors, LLC | 1,567 | $415.1K | 0.16% | +334+27.1% | Added |
| Reliant Investment Partners, LLC | 1,565 | $414.6K | 0.33% | 00.0% | Unchanged |
| Pathfinder Wealth Consulting, Inc. | 1,565 | $414.5K | 0.26% | +1,565 | New |
| BXM Wealth LLC | 1,440 | $414.1K | 0.32% | −732−33.7% | Reduced |
| KWB Wealth | 1,561 | $413.5K | 0.04% | 00.0% | Unchanged |
| Bank of Hawaii | 1,559 | $413.0K | 0.02% | −511−24.7% | Reduced |
| AlphaGrep UK Ltd | 1,558 | $412.7K | 0.14% | +1,558 | New |
| Terry L. Blaker | 1,554 | $411.7K | 0.02% | +400+34.7% | Added |
| CVA Family Office, LLC | 1,552 | $411.2K | 0.05% | −145−8.5% | Reduced |
| Dougherty Wealth Advisers LLC | 1,549 | $410.3K | 0.23% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,548 | $410.2K | 0.35% | −3,093−66.6% | Reduced |
| Capula Management Ltd | 1,547 | $409.8K | 0.00% | −805−34.2% | Reduced |
| Cypress Point Wealth Management, LLC | 1,543 | $408.8K | 0.09% | 00.0% | Unchanged |
| Oregon Pacific Wealth Management, LLC | 1,543 | $408.8K | 0.42% | +147+10.5% | Added |
| Seeds Investor LLC | 1,536 | $406.9K | 0.08% | +98+6.8% | Added |
| Cane Capital Partners, LLC | 1,536 | $406.8K | 0.17% | +1,536 | New |
| High Note Wealth, LLC | 1,535 | $406.6K | 0.08% | +65+4.4% | Added |
| Westerkirk Capital Inc. | 1,535 | $406.6K | 0.04% | −1,783−53.7% | Reduced |
| Pioneer Wealth Management Group | 1,535 | $406.6K | 0.12% | −39−2.5% | Reduced |
| Berkeley Capital Partners, LLC | 1,535 | $406.6K | 0.10% | +104+7.3% | Added |
| Griffin Asset Management, Inc. | 1,534 | $406.4K | 0.04% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,534 | $406.4K | 0.08% | +127+9.0% | Added |
| First Financial Bankshares Inc | 1,533 | $406.1K | 0.01% | −7,768−83.5% | Reduced |
| CMT Capital Markets Trading GmbH | 1,533 | $406.0K | 0.27% | −3,960−72.1% | Reduced |
| Telos Capital Management, Inc. | 1,530 | $405.3K | 0.04% | −25−1.6% | Reduced |
| DV Equities, LLC | 1,529 | $405.0K | 0.07% | +1,529 | New |
| Auxano Advisors, LLC | 1,524 | $403.7K | 0.08% | +119+8.5% | Added |
| Holistic Planning, LLC | 1,520 | $402.8K | 0.09% | +21+1.4% | Added |
| DLK Investment Management, LLC | 1,519 | $402.5K | 0.15% | +55+3.8% | Added |
| Round Rock Advisors, LLC | 1,517 | $401.9K | 0.06% | +1,517 | New |
| Madison Park Capital Advisors, LLC | 1,515 | $401.3K | 0.33% | −185−10.9% | Reduced |
| Verdad Advisers, LP | 1,514 | $401.1K | 0.46% | +1,514 | New |
| Lionshead Wealth Management, LLC | 1,511 | $400.3K | 0.30% | +12+0.8% | Added |
| Westwood Wealth Management | 1,511 | $400.3K | 0.30% | +1,511 | New |
| Baker Chad R | 1,505 | $400.2K | 0.07% | −23,270−93.9% | Reduced |
| Tritonpoint Wealth, LLC | 1,507 | $399.9K | 0.04% | −12,424−89.2% | Reduced |
| Busey Wealth Management | 1,507 | $399.2K | 0.01% | +20+1.3% | Added |
| Balanced Rock Investment Advisor | 1,505 | $398.7K | 0.28% | −10−0.7% | Reduced |
| Delap Wealth Advisory, LLC | 1,504 | $398.4K | 0.15% | +219+17.0% | Added |
| Harbor Advisors LLC | 1,500 | $397.4K | 0.06% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 1,500 | $397.4K | 0.30% | +500+50.0% | Added |
| Chokshi & Queen Wealth Advisors, Inc | 1,500 | $397.4K | 0.21% | +1,500 | New |
| Kathmere Capital Management, LLC | 1,497 | $396.6K | 0.03% | +431+40.4% | Added |
| Hengehold Capital Management LLC | 1,495 | $396.0K | 0.03% | −10−0.7% | Reduced |
| FineMark National Bank & Trust | 1,490 | $394.7K | 0.01% | +212+16.6% | Added |
| JMN Financial LLC | 1,486 | $394.3K | 0.39% | +1,486 | New |
| Womack Financial LLC | 1,486 | $393.7K | 0.29% | 00.0% | Unchanged |
| First American Trust, FSB | 1,485 | $393.4K | 0.03% | +363+32.4% | Added |
| Beaton Management Co. Inc. | 1,485 | $393.0K | 0.17% | +100+7.2% | Added |
| Verus Capital Partners, LLC | 1,481 | $392.4K | 0.03% | +589+66.0% | Added |
| Dala Group, LLC | 1,478 | $391.5K | 0.34% | +1,478 | New |
| Cypress Capital, LLC | 1,476 | $391.1K | 0.11% | +41+2.9% | Added |