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; 2,492 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
- 2,959
- +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
- 1,086 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| AIA Group Ltd | 190,492 | $50.5M | 0.76% | +100,050+110.6% | Added |
| IFM Investors Pty Ltd | 190,285 | $50.4M | 0.42% | +601+0.3% | Added |
| Midwest Trust Co | 185,767 | $49.2M | 0.61% | −1,304−0.7% | Reduced |
| Windward Capital Management Co | 183,283 | $48.6M | 3.85% | −6,072−3.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 182,327 | $48.4M | 0.34% | −67,757−27.1% | Reduced |
| NFJ Investment Group, LLC | 181,699 | $48.1M | 1.74% | +40,836+29.0% | Added |
| Amalgamated Bank | 181,654 | $48.1M | 0.35% | −8,580−4.5% | Reduced |
| J. Stern & Co. LLP | 47,385,511 | $47.4M | 4.04% | +47,189,352+24,056.7% | Added |
| CIBC World Markets Inc. | 178,764 | $47.4M | 0.08% | +42,767+31.4% | Added |
| Westfield Capital Management Co LP | 178,508 | $47.3M | 0.20% | +178,508 | New |
| Riverbridge Partners LLC | 178,444 | $47.3M | 0.89% | −7,324−3.9% | Reduced |
| Fairview Capital Investment Management, LLC | 175,909 | $46.6M | 2.39% | +2,483+1.4% | Added |
| E. Ohman J:or Asset Management AB | 175,552 | $46.5M | 1.08% | +7,684+4.6% | Added |
| RMB Capital Management, LLC | 174,177 | $46.2M | 0.80% | +5,151+3.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 174,249 | $46.2M | 0.12% | +28,130+19.3% | Added |
| Ami Asset Management Corp | 174,177 | $46.1M | 2.62% | −3,657−2.1% | Reduced |
| Erste Asset Management GmbH | 173,403 | $46.1M | 0.39% | +26,137+17.7% | Added |
| Xponance, Inc. | 173,221 | $45.9M | 0.34% | +21,915+14.5% | Added |
| Penserra Capital Management LLC | 171,937 | $45.5M | 0.54% | +57,562+50.3% | Added |
| Lido Advisors, LLC | 184,753 | $45.3M | 0.18% | +4,674+2.6% | Added |
| Jain Global LLC | 170,707 | $45.2M | 0.44% | +78,599+85.3% | Added |
| Virginia Retirement Systems Et Al | 170,501 | $45.2M | 0.27% | 00.0% | Unchanged |
| Comerica Bank | 170,446 | $45.2M | 0.18% | −10,560−5.8% | Reduced |
| Clear Street Group Inc. | 168,694 | $44.7M | 0.23% | +25,579+17.9% | Added |
| Intech Investment Management LLC | 166,939 | $44.2M | 0.39% | −131,089−44.0% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 165,704 | $43.9M | 0.61% | +110,238+198.7% | Added |
| 1832 Asset Management L.P. | 163,569 | $43.3M | 0.05% | +22,970+16.3% | Added |
| Scotia Capital Inc. | 161,908 | $42.9M | 0.17% | −5,066−3.0% | Reduced |
| Colony Capital, Inc. | 158,154 | $41.9M | 3.23% | +14,451+10.1% | Added |
| Varma Mutual Pension Insurance Co | 157,228 | $41.7M | 0.25% | −25,200−13.8% | Reduced |
| Vaughan David Investments LLC | 157,189 | $41.6M | 0.91% | +8,705+5.9% | Added |
| Utah Retirement Systems | 154,259 | $40.9M | 0.39% | −310.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 153,790 | $40.7M | 0.22% | +8,009+5.5% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 153,531 | $40.7M | 0.59% | +153,531 | New |
| Defiance ETFs, LLC | 151,173 | $40.2M | 1.32% | +151,173 | New |
| USS Investment Management Ltd | 151,124 | $40.0M | 0.20% | +370+0.2% | Added |
| BNP Paribas | 150,897 | $40.0M | 1.14% | +932+0.6% | Added |
| Schonfeld Strategic Advisors LLC | 150,646 | $39.9M | 0.20% | +105,771+235.7% | Added |
| Regions Financial Corp | 150,152 | $39.8M | 0.25% | +1,177+0.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 147,582 | $39.1M | 1.08% | −11,041−7.0% | Reduced |
| Compagnie Lombard Odier SCmA | 147,338 | $39.0M | 0.42% | −32,840−18.2% | Reduced |
| Achmea Investment Management B.V. | 145,776 | $38.6M | 0.99% | −5,897−3.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 145,232 | $38.5M | 0.20% | +61,589+73.6% | Added |
| O'Shaughnessy Asset Management, LLC | 144,973 | $38.4M | 0.21% | +15,327+11.8% | Added |
| M&T Bank Corp | 144,934 | $38.4M | 0.12% | −1,149−0.8% | Reduced |
| WestEnd Advisors, LLC | 144,820 | $38.4M | 0.89% | −5,735−3.8% | Reduced |
| Park National Corp | 143,118 | $37.9M | 1.18% | +13,920+10.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 143,052 | $37.9M | 0.32% | −7,453−5.0% | Reduced |
| QRG Capital Management, Inc. | 142,489 | $37.7M | 0.42% | +8,909+6.7% | Added |
| Kovitz Investment Group Partners, LLC | 142,282 | $37.7M | 0.83% | −604,923−81.0% | Reduced |
| Empowered Funds, LLC | 140,877 | $37.3M | 0.63% | +17,564+14.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 140,736 | $37.3M | 0.33% | +18,600+15.2% | Added |
| Worldquant Millennium Advisors LLC | 140,612 | $37.2M | 0.14% | −568,978−80.2% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 140,250 | $37.2M | 1.14% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 139,941 | $37.1M | 2.78% | +3,259+2.4% | Added |
| ASR Vermogensbeheer N.V. | 139,899 | $37.1M | 0.43% | −904−0.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 160,700 | $36.7M | 0.33% | −43,436−21.3% | Reduced |
| CWM, LLC | 138,572 | $36.7M | 0.10% | +26,123+23.2% | Added |
| Junto Capital Management LP | 138,303 | $36.6M | 0.82% | −103,311−42.8% | Reduced |
| Formuepleje A/S | 138,104 | $36.6M | 2.19% | −9,260−6.3% | Reduced |
| New York Life Investment Management LLC | 138,092 | $36.6M | 0.32% | −1,130−0.8% | Reduced |
| Distillate Capital Partners LLC | 138,058 | $36.6M | 1.88% | −2,903−2.1% | Reduced |
| Mercer Global Advisors Inc | 136,626 | $35.9M | 0.05% | +1,288+1.0% | Added |
| Brown Advisory Inc | 135,398 | $35.9M | 0.05% | −4,590−3.3% | Reduced |
| Assetmark, Inc | 135,082 | $35.8M | 0.07% | −21,780−13.9% | Reduced |
| Martingale Asset Management L P | 133,351 | $35.3M | 0.90% | −1,291−1.0% | Reduced |
| Atalanta Sosnoff Capital, LLC | 133,143 | $35.3M | 0.69% | +75,809+132.2% | Added |
| Petrus Trust Company, LTA | 133,123 | $35.3M | 3.57% | −18,993−12.5% | Reduced |
| MayTech Global Investments, LLC | 133,036 | $35.2M | 3.57% | +2,741+2.1% | Added |
| CIBC World Markets Corp | 132,430 | $35.1M | 0.18% | +132,430 | New |
| NEOS Investment Management LLC | 132,365 | $35.1M | 0.20% | +15,491+13.3% | Added |
| United Capital Financial Advisers, LLC | 132,364 | $35.1M | 0.21% | +6,066+4.8% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 131,324 | $34.8M | 1.25% | +131,324 | New |
| Pinnacle Financial Partners, Inc. | 130,867 | $34.7M | 0.26% | +130,867 | New |
| Teachers Retirement System of the State of Kentucky | 130,565 | $34.6M | 0.26% | +1,564+1.2% | Added |
| Warren Averett Asset Management, LLC | 129,623 | $34.3M | 0.28% | +63,034+94.7% | Added |
| Becker Capital Management Inc | 129,104 | $34.3M | 0.98% | −607−0.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 129,211 | $34.2M | 0.95% | +5,478+4.4% | Added |
| Suncoast Equity Management | 129,109 | $34.2M | 3.46% | −3,129−2.4% | Reduced |
| Epoch Investment Partners, Inc. | 128,783 | $34.1M | 0.19% | −192,550−59.9% | Reduced |
| Captrust Financial Advisors | 128,772 | $34.1M | 0.06% | +19,614+18.0% | Added |
| Hollencrest Capital Management | 127,923 | $33.9M | 1.17% | −64−0.1% | Reduced |
| Rakuten Investment Management, Inc. | 125,456 | $33.4M | 0.11% | +108,166+625.6% | Added |
| TCTC Holdings, LLC | 126,048 | $33.4M | 1.00% | −1,473−1.2% | Reduced |
| Janus Henderson Group PLC | 124,614 | $33.0M | 0.01% | +1,140+0.9% | Added |
| Capital International Ltd | 124,250 | $32.9M | 1.16% | +33,437+36.8% | Added |
| Woodline Partners LP | 124,005 | $32.9M | 0.13% | −60,571−32.8% | Reduced |
| Guggenheim Capital LLC | 123,957 | $32.8M | 0.24% | −11,794−8.7% | Reduced |
| La Banque Postale Asset Management SA | 122,998 | $32.6M | 0.38% | −78,379−38.9% | Reduced |
| Renaissance Group LLC | 122,928 | $32.6M | 1.31% | +3,526+3.0% | Added |
| Silvercrest Asset Management Group LLC | 122,290 | $32.4M | 0.22% | +53,895+78.8% | Added |
| Motley Fool Asset Management LLC | 121,479 | $32.2M | 1.25% | +20,355+20.1% | Added |
| Nissay Asset Management Corp | 119,745 | $31.7M | 0.16% | +715+0.6% | Added |
| Vident Advisory, LLC | 118,459 | $31.4M | 0.29% | +18,408+18.4% | Added |
| GuoLine Advisory Pte Ltd | 117,890 | $31.2M | 2.87% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 117,869 | $31.2M | 0.12% | −540,162−82.1% | Reduced |
| EP Wealth Advisors, LLC | 117,707 | $31.2M | 0.16% | +117,707 | New |
| Prudential PLC | 117,443 | $31.1M | 0.25% | −13,578−10.4% | Reduced |
| Kestra Advisory Services, LLC | 117,237 | $31.1M | 0.13% | −11,578−9.0% | Reduced |
| JustInvest LLC | 116,780 | $30.9M | 0.30% | +4,788+4.3% | Added |