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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 68,820 | $18.2M | 0.43% | +12,643+22.5% | Added |
| Sit Investment Associates Inc | 68,561 | $18.2M | 0.36% | −2,979−4.2% | Reduced |
| Dash Acquisitions Inc. | 89,034 | $17.8M | 3.70% | +27,187+44.0% | Added |
| EULAV Asset Management | 67,014 | $17.8M | 0.47% | −21,992−24.7% | Reduced |
| Norinchukin Bank, The | 66,910 | $17.7M | 0.21% | +3,421+5.4% | Added |
| Flputnam Investment Management Co | 66,655 | $17.7M | 0.26% | −11,333−14.5% | Reduced |
| Osborne Partners Capital Management, LLC | 66,638 | $17.7M | 0.91% | +461+0.7% | Added |
| Ceredex Value Advisors LLC | 66,547 | $17.6M | 0.53% | +66,547 | New |
| Atria Investments LLC | 66,479 | $17.6M | 0.20% | +2,326+3.6% | Added |
| Beacon Pointe Advisors, LLC | 66,446 | $17.6M | 0.12% | −5,833−8.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 65,989 | $17.5M | 1.14% | −530−0.8% | Reduced |
| Adams Diversified Equity Fund, Inc. | 65,700 | $17.4M | 0.58% | +10,700+19.5% | Added |
| Dnca Finance | 65,600 | $17.4M | 1.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 65,463 | $17.4M | 0.32% | −1,812−2.7% | Reduced |
| Boothbay Fund Management, LLC | 65,469 | $17.3M | 0.46% | +5,928+10.0% | Added |
| Cornerstone Advisors, LLC | 65,400 | $17.3M | 0.58% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 64,748 | $17.2M | 0.19% | −2,005−3.0% | Reduced |
| GW Henssler & Associates Ltd | 64,693 | $17.1M | 0.82% | −6,976−9.7% | Reduced |
| North Star Asset Management Inc | 64,319 | $17.0M | 0.69% | +10,830+20.2% | Added |
| Ancora Advisors, LLC | 64,284 | $17.0M | 0.35% | +57,983+920.2% | Added |
| Trajan Wealth LLC | 64,067 | $17.0M | 0.71% | +960+1.5% | Added |
| Exchange Traded Concepts, LLC | 63,708 | $16.9M | 0.14% | +23,388+58.0% | Added |
| Simplex Trading, LLC | 62,567 | $16.6M | 0.47% | −6,938−10.0% | Reduced |
| Haverford Trust Co | 62,421 | $16.5M | 0.15% | −27,950−30.9% | Reduced |
| Rokos Capital Management LLP | 62,400 | $16.5M | 0.24% | −36,010−36.6% | Reduced |
| Nixon Peabody Trust Co | 62,254 | $16.5M | 1.25% | −1,465−2.3% | Reduced |
| McRae Capital Management Inc | 61,852 | $16.4M | 3.34% | +8,280+15.5% | Added |
| Avanza Fonder AB | 61,144 | $16.2M | 0.41% | −4,894−7.4% | Reduced |
| Pittenger & Anderson Inc | 61,086 | $16.2M | 0.62% | −4,924−7.5% | Reduced |
| Middleton & Co Inc | 60,859 | $16.1M | 1.71% | +1,242+2.1% | Added |
| HRT Financial LP | 60,520 | $16.0M | 0.05% | +60,520 | New |
| Mizuho Securities USA LLC | 69,318 | $16.0M | 0.26% | −311−0.4% | Reduced |
| Mill Capital Management, LLC | 60,041 | $15.9M | 1.15% | +1,718+2.9% | Added |
| Arkadios Wealth Advisors | 59,836 | $15.9M | 0.31% | +2,189+3.8% | Added |
| WoodTrust Financial Corp | 59,654 | $15.8M | 1.84% | +40.0% | Added |
| Foster Victor Wealth Advisors, LLC | 69,288 | $15.7M | 0.92% | −3,320−4.6% | Reduced |
| ARS Investment Partners, LLC | 59,345 | $15.7M | 0.92% | −5,993−9.2% | Reduced |
| Private Advisor Group, LLC | 59,291 | $15.7M | 0.07% | −10,394−14.9% | Reduced |
| Mediolanum International Funds Ltd | 58,908 | $15.7M | 0.16% | −26,232−30.8% | Reduced |
| Banque Transatlantique SA | 59,398 | $15.6M | 0.38% | −5,813−8.9% | Reduced |
| Kentucky Retirement Systems | 58,620 | $15.5M | 0.42% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 58,267 | $15.5M | 0.07% | +2,066+3.7% | Added |
| Aptus Capital Advisors, LLC | 58,295 | $15.4M | 0.13% | +13,065+28.9% | Added |
| Parthenon LLC | 57,805 | $15.3M | 1.65% | +57,805 | New |
| D.A. Davidson & Co. | 57,741 | $15.3M | 0.09% | +16,238+39.1% | Added |
| Union Bancaire Privee, UBP SA | 54,922 | $15.3M | 0.25% | +47,349+625.2% | Added |
| Stephens Inc | 56,808 | $15.1M | 0.19% | −10,949−16.2% | Reduced |
| Strategic Wealth Designers | 57,074 | $15.1M | 1.86% | −22,453−28.2% | Reduced |
| BLB&B Advisors, LLC | 57,027 | $15.1M | 0.63% | +3,210+6.0% | Added |
| Umb Bank N A | 57,003 | $15.1M | 0.20% | −19,736−25.7% | Reduced |
| Horizon Investments, LLC | 56,793 | $15.0M | 0.19% | −5,404−8.7% | Reduced |
| Stonebridge Capital Advisors LLC | 56,695 | $15.0M | 1.04% | +1,555+2.8% | Added |
| Farmers & Merchants Investments Inc | 56,630 | $15.0M | 0.41% | +5,329+10.4% | Added |
| Platform Wealth Management, LLC | 56,240 | $14.9M | 3.96% | +56,240 | New |
| Shelton Capital Management | 56,199 | $14.9M | 0.29% | +11,700+26.3% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 55,659 | $14.7M | 0.67% | +55,659 | New |
| Los Angeles Capital Management LLC | 57,150 | $14.7M | 0.05% | −93,186−62.0% | Reduced |
| Marco Investment Management LLC | 55,204 | $14.6M | 1.10% | −210−0.4% | Reduced |
| Lighthouse Investment Partners, LLC | 55,124 | $14.6M | 0.49% | +5,381+10.8% | Added |
| TCG Advisory Services, LLC | 55,037 | $14.6M | 0.40% | +184+0.3% | Added |
| Hartford Investment Management Co | 54,979 | $14.6M | 0.44% | −1,014−1.8% | Reduced |
| Gateway Investment Advisers LLC | 54,879 | $14.5M | 0.14% | +667+1.2% | Added |
| Prospera Financial Services Inc | 54,526 | $14.4M | 0.24% | +5,092+10.3% | Added |
| First National Bank of Omaha | 53,999 | $14.3M | 0.42% | +53,999 | New |
| TenCore Partners, LP | 53,913 | $14.3M | 7.30% | +9,300+20.8% | Added |
| LGT Group Foundation | 53,367 | $14.2M | 0.15% | +1,704+3.3% | Added |
| Goodman Financial Corp | 53,398 | $14.1M | 2.68% | +1,867+3.6% | Added |
| Atom Investors LP | 52,870 | $14.0M | 1.11% | +22,655+75.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 52,750 | $14.0M | 0.60% | +16,700+46.3% | Added |
| Tocqueville Asset Management L.P. | 52,736 | $14.0M | 0.20% | −31,992−37.8% | Reduced |
| Connors Investor Services Inc | 52,680 | $13.9M | 1.20% | −3,534−6.3% | Reduced |
| Paragon Capital Management Ltd | 52,139 | $13.8M | 2.75% | −23,442−31.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 52,104 | $13.8M | 0.16% | −25,697−33.0% | Reduced |
| Lyell Wealth Management, LP | 52,094 | $13.8M | 1.00% | −6,821−11.6% | Reduced |
| Grimes & Company, Inc. | 51,949 | $13.8M | 0.33% | −2,971−5.4% | Reduced |
| Berkley W R Corp | 51,900 | $13.7M | 0.77% | +51,900 | New |
| Jasper Ridge Partners, L.P. | 51,894 | $13.7M | 0.30% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 51,715 | $13.7M | 0.11% | +12,642+32.4% | Added |
| Allianz SE | 51,666 | $13.7M | 0.18% | +1,815+3.6% | Added |
| Kingsview Wealth Management, LLC | 51,240 | $13.6M | 0.20% | +4,310+9.2% | Added |
| Summit Trail Advisors, LLC | 50,992 | $13.5M | 0.23% | +1,945+4.0% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 50,942 | $13.5M | 0.09% | −25,071−33.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 50,793 | $13.5M | 1.07% | +364+0.7% | Added |
| Copeland Capital Management, LLC | 50,540 | $13.4M | 0.30% | −1,796−3.4% | Reduced |
| Mirae Asset Securities (USA) Inc. | 50,123 | $13.3M | 0.53% | +37,794+306.5% | Added |
| Bokf, NA | 49,981 | $13.2M | 0.20% | −4,672−8.5% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 49,769 | $13.2M | 0.19% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 49,678 | $13.2M | 0.14% | −1,749−3.4% | Reduced |
| Oppenheimer & Co Inc | 49,637 | $13.1M | 0.19% | −2,647−5.1% | Reduced |
| RPG Investment Advisory, LLC | 49,503 | $13.1M | 1.49% | +55+0.1% | Added |
| Alight Capital Management LP | 49,500 | $13.1M | 3.51% | +14,500+41.4% | Added |
| Concurrent Investment Advisors, LLC | 75,256 | $13.1M | 0.15% | +12,523+20.0% | Added |
| Marks Group Wealth Management, Inc | 49,177 | $13.0M | 1.25% | +11,897+31.9% | Added |
| Adviser Investments LLC | 48,973 | $13.0M | 0.14% | −640−1.3% | Reduced |
| Shufro Rose & Co LLC | 48,929 | $13.0M | 0.88% | −2,374−4.6% | Reduced |
| LMR Partners LLP | 48,800 | $12.9M | 0.12% | +31,766+186.5% | Added |
| Louisiana State Employees Retirement System | 48,600 | $12.9M | 0.22% | −1,600−3.2% | Reduced |
| LVM Capital Management Ltd | 48,551 | $12.9M | 1.19% | +143+0.3% | Added |
| Lockheed Martin Investment Management Co | 48,300 | $12.8M | 0.43% | +17,250+55.6% | Added |
| Bragg Financial Advisors, Inc | 48,220 | $12.8M | 0.42% | +2,857+6.3% | Added |