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 |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 48,163 | $12.8M | 0.41% | +87+0.2% | Added |
| Channing Capital Management, LLC | 47,989 | $12.7M | 0.33% | +4,262+9.7% | Added |
| Exencial Wealth Advisors, LLC | 47,513 | $12.6M | 0.40% | −2,631−5.2% | Reduced |
| Perigon Wealth Management, LLC | 47,294 | $12.5M | 0.22% | −866−1.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 47,135 | $12.5M | 0.15% | −7,457−13.7% | Reduced |
| Foyston, Gordon, & Payne Inc | 47,107 | $12.5M | 2.72% | +29,689+170.5% | Added |
| Equitable Trust Co | 47,028 | $12.5M | 0.56% | +8,385+21.7% | Added |
| Maxi Investments CY Ltd | 47,010 | $12.5M | 2.26% | +1,800+4.0% | Added |
| Sienna Gestion | 46,796 | $12.4M | 0.75% | −1,932−4.0% | Reduced |
| Madison Asset Management, LLC | 46,599 | $12.3M | 0.14% | +46,599 | New |
| Maryland State Retirement & Pension System | 46,558 | $12.3M | 0.25% | +100+0.2% | Added |
| CX Institutional | 46,434 | $12.3M | 0.37% | +3,248+7.5% | Added |
| Coldstream Capital Management Inc | 46,183 | $12.2M | 0.16% | +2,671+6.1% | Added |
| Edentree Asset Management Ltd | 45,598 | $12.1M | 3.70% | −10,430−18.6% | Reduced |
| Univest Financial Corp | 45,476 | $12.0M | 0.64% | −13,771−23.2% | Reduced |
| Laird Norton Trust Company, LLC | 45,315 | $12.0M | 0.25% | +45,315 | New |
| Westchester Capital Management, Inc. | 45,261 | $12.0M | 2.48% | +1,036+2.3% | Added |
| Montaka Global Pty Ltd | 44,751 | $11.9M | 5.61% | +44,751 | New |
| Invenomic Capital Management LP | 44,710 | $11.8M | 0.57% | −1,017−2.2% | Reduced |
| Allworth Financial LP | 44,701 | $11.8M | 0.05% | −1,704−3.7% | Reduced |
| Caisse des Depots Et Consignations | 44,636 | $11.8M | 0.27% | +869+2.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 44,446 | $11.8M | 0.04% | +19,671+79.4% | Added |
| Osmosis Investment Management UK Ltd | 44,093 | $11.7M | 0.29% | +44,093 | New |
| New Mexico Educational Retirement Board | 44,086 | $11.7M | 0.35% | +700+1.6% | Added |
| HighPoint Advisor Group LLC | 43,597 | $11.5M | 0.25% | +14,126+47.9% | Added |
| Pallas Capital Advisors LLC | 43,560 | $11.5M | 0.38% | +3,169+7.8% | Added |
| Concentric Capital Strategies, LP | 43,401 | $11.5M | 0.60% | +43,401 | New |
| Fiduciary Trust Co | 43,233 | $11.5M | 0.13% | −3,543−7.6% | Reduced |
| S-Bank Fund Management Ltd | 42,913 | $11.4M | 1.47% | +22,642+111.7% | Added |
| Stratos Wealth Advisors, LLC | 42,724 | $11.3M | 0.55% | +3,624+9.3% | Added |
| Bulltick Wealth Management, LLC | 42,494 | $11.3M | 2.40% | +456+1.1% | Added |
| DuPont Capital Management Corp | 41,808 | $11.1M | 1.25% | +2,375+6.0% | Added |
| Interval Partners, LP | 41,627 | $11.0M | 0.26% | +41,627 | New |
| Cantor Fitzgerald, L. P. | 41,565 | $11.0M | 0.33% | +17,000+69.2% | Added |
| Principal Securities, Inc. | 41,550 | $11.0M | 0.17% | +4,858+13.2% | Added |
| Advisory Services Network, LLC | 41,284 | $10.9M | 0.15% | −7,356−15.1% | Reduced |
| Quilter Plc | 41,255 | $10.9M | 0.18% | −35,912−46.5% | Reduced |
| Wealthspire Advisors, LLC | 40,984 | $10.9M | 0.09% | +32,997+413.1% | Added |
| Rosenblum Silverman Sutton S F Inc | 40,984 | $10.9M | 2.51% | −1,623−3.8% | Reduced |
| Atlantic Union Bankshares Corp | 40,904 | $10.8M | 0.20% | −3,648−8.2% | Reduced |
| Motco | 40,682 | $10.8M | 0.98% | −422−1.0% | Reduced |
| Nemes Rush Group LLC | 40,302 | $10.7M | 1.01% | −224−0.6% | Reduced |
| Picton Mahoney Asset Management | 40,197 | $10.6M | 0.12% | +40,197 | New |
| Dai-Ichi Life Insurance Company, Ltd | 40,186 | $10.6M | 0.27% | −775−1.9% | Reduced |
| Hantz Financial Services, Inc. | 39,619 | $10.5M | 0.15% | +6,415+19.3% | Added |
| Bradley Foster & Sargent Inc | 39,578 | $10.5M | 0.15% | −6,612−14.3% | Reduced |
| Evergreen Capital Management LLC | 39,453 | $10.5M | 0.23% | +3,867+10.9% | Added |
| Banque Cantonale Vaudoise | 39,501 | $10.5M | 0.37% | −2,104−5.1% | Reduced |
| Groupama Asset Managment | 39,399 | $10.4M | 0.15% | +825+2.1% | Added |
| HB Wealth Management, LLC | 39,216 | $10.4M | 0.07% | −2,385−5.7% | Reduced |
| Chesley Taft & Associates LLC | 38,988 | $10.3M | 0.41% | +1,407+3.7% | Added |
| Exane Asset Management | 33,156 | $10.3M | 2.17% | +33,156 | New |
| Blue Zone Wealth Advisors, LLC | 38,347 | $10.2M | 1.94% | +212+0.6% | Added |
| Factory Mutual Insurance Co | 38,300 | $10.1M | 0.10% | −13,500−26.1% | Reduced |
| Annex Advisory Services, LLC | 38,165 | $10.1M | 0.19% | −105,947−73.5% | Reduced |
| Iyo Bank, Ltd. | 38,157 | $10.1M | 3.23% | +15,466+68.2% | Added |
| Amica Mutual Insurance Co | 38,152 | $10.1M | 0.88% | 00.0% | Unchanged |
| Mark Asset Management LP | 38,023 | $10.1M | 1.13% | +38,023 | New |
| EFG International AG | 38,007 | $10.1M | 0.19% | +38,007 | New |
| Jacobs & Co | 37,978 | $10.1M | 0.95% | +1,045+2.8% | Added |
| WCG Wealth Advisors LLC | 37,904 | $10.0M | 0.28% | +17,899+89.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 37,862 | $10.0M | 0.44% | +2,088+5.8% | Added |
| Moran Wealth Management, LLC | 37,797 | $10.0M | 0.31% | −1,999−5.0% | Reduced |
| Azimuth Capital Investment Management LLC | 37,780 | $10.0M | 0.36% | −2,118−5.3% | Reduced |
| Moors & Cabot, Inc. | 37,733 | $10.0M | 0.43% | −1,309−3.4% | Reduced |
| Albion Financial Group | 37,622 | $9.97M | 0.62% | −8,596−18.6% | Reduced |
| Compass Capital Management, Inc | 37,587 | $9.96M | 0.55% | −5,172−12.1% | Reduced |
| Simmons Bank | 37,331 | $9.89M | 0.66% | +1,144+3.2% | Added |
| Zweig-DiMenna Associates LLC | 37,258 | $9.87M | 0.70% | 00.0% | Unchanged |
| CMH Wealth Management LLC | 37,208 | $9.87M | 2.11% | +10,102+37.3% | Added |
| Dakota Wealth Management | 37,196 | $9.85M | 0.18% | +3,826+11.5% | Added |
| We Are One Seven, LLC | 37,186 | $9.85M | 0.20% | +13,476+56.8% | Added |
| Massmutual Trust Co FSB | 36,833 | $9.76M | 0.25% | −266−0.7% | Reduced |
| Callahan Advisors, LLC | 36,637 | $9.71M | 0.80% | −3,782−9.4% | Reduced |
| Bleakley Financial Group, LLC | 36,531 | $9.68M | 0.17% | +1,320+3.7% | Added |
| Farther Finance Advisors, LLC | 36,465 | $9.66M | 0.10% | +10,572+40.8% | Added |
| MASTERINVEST Kapitalanlage GmbH | 36,318 | $9.66M | 0.92% | +468+1.3% | Added |
| ABN AMRO Bank N.V. | 36,494 | $9.64M | 0.09% | −50,128−57.9% | Reduced |
| Great Valley Advisor Group, Inc. | 36,322 | $9.62M | 0.18% | +3,237+9.8% | Added |
| Level Four Advisory Services, LLC | 36,165 | $9.58M | 0.31% | +4,345+13.7% | Added |
| Plato Investment Management Ltd | 35,749 | $9.52M | 0.62% | −998−2.7% | Reduced |
| Lazard Freres Gestion S.A.S. | 35,854 | $9.50M | 0.17% | −2,744−7.1% | Reduced |
| Pinnacle Associates Ltd | 35,747 | $9.47M | 0.12% | −333−0.9% | Reduced |
| Independent Advisor Alliance | 35,492 | $9.40M | 0.23% | −7,634−17.7% | Reduced |
| Equitable Holdings, Inc. | 35,374 | $9.37M | 0.06% | −1,689−4.6% | Reduced |
| Novare Capital Management LLC | 35,245 | $9.34M | 0.70% | +623+1.8% | Added |
| MAI Capital Management | 35,156 | $9.31M | 0.05% | −1,420−3.9% | Reduced |
| Chicago Capital, LLC | 35,046 | $9.28M | 0.23% | −7,921−18.4% | Reduced |
| Bessemer Group Inc | 35,032 | $9.28M | 0.01% | +2,421+7.4% | Added |
| Quattro Financial Advisors LLC | 35,000 | $9.27M | 2.77% | +10,000+40.0% | Added |
| Phoenix Holdings Ltd. | 34,929 | $9.27M | 0.10% | −3,911−10.1% | Reduced |
| Sendero Wealth Management, LLC | 34,963 | $9.26M | 1.03% | +3,984+12.9% | Added |
| Heron Bay Capital Management | 34,727 | $9.20M | 1.75% | −1,147−3.2% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 34,670 | $9.18M | 0.47% | +8,696+33.5% | Added |
| Bank of Nova Scotia Trust Co | 34,603 | $9.17M | 0.80% | −288−0.8% | Reduced |
| Daymark Wealth Partners, LLC | 34,573 | $9.16M | 0.29% | −57,799−62.6% | Reduced |
| Tower Research Capital LLC (TRC) | 34,499 | $9.14M | 0.22% | −6,291−15.4% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 34,495 | $9.14M | 1.07% | +4,000+13.1% | Added |
| Advisors Asset Management, Inc. | 34,388 | $9.11M | 0.15% | +3,313+10.7% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 34,366 | $9.10M | 0.52% | −6,927−16.8% | Reduced |