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 |
|---|---|---|---|---|---|
| Adell Harriman & Carpenter Inc | 33,924 | $8.99M | 0.54% | +332+1.0% | Added |
| Vestmark Advisory Solutions, Inc. | 33,639 | $8.91M | 0.12% | +22,165+193.2% | Added |
| Hamilton Point Investment Advisors, LLC | 33,408 | $8.86M | 1.35% | +18+0.1% | Added |
| Kinneret Advisory, LLC | 33,306 | $8.84M | 0.75% | −911−2.7% | Reduced |
| Profund Advisors LLC | 33,277 | $8.82M | 0.27% | −6,764−16.9% | Reduced |
| Everest Financial Group LLC | 33,250 | $8.81M | 1.97% | +33,250 | New |
| Merit Financial Group, LLC | 33,229 | $8.80M | 0.07% | +4,634+16.2% | Added |
| River Wealth Advisors LLC | 33,221 | $8.80M | 0.99% | +364+1.1% | Added |
| Ardsley Advisory Partners LP | 33,000 | $8.73M | 1.11% | +27,000+450.0% | Added |
| 71 West Capital Partners | 32,946 | $8.73M | 0.40% | +32,946 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 32,679 | $8.66M | 2.18% | −1,241−3.7% | Reduced |
| Stratos Wealth Partners, LTD. | 32,649 | $8.65M | 0.10% | −1,211−3.6% | Reduced |
| Sawgrass Asset Management LLC | 32,545 | $8.62M | 1.08% | −7,552−18.8% | Reduced |
| Ally Financial Inc. | 32,500 | $8.61M | 1.05% | +5,000+18.2% | Added |
| CAPROCK Group, Inc. | 32,346 | $8.58M | 0.18% | −10,630−24.7% | Reduced |
| Wormser Freres Gestion | 32,381 | $8.58M | 4.88% | +1,344+4.3% | Added |
| Empirical Finance, LLC | 32,301 | $8.56M | 0.41% | −1,443−4.3% | Reduced |
| Philadelphia Trust Co | 32,142 | $8.52M | 0.59% | −952−2.9% | Reduced |
| Callan Family Office, LLC | 32,100 | $8.50M | 0.18% | +16,671+108.0% | Added |
| Harvest Fund Management Co., Ltd | 32,097 | $8.50M | 0.32% | +17,861+125.5% | Added |
| North Dakota State Investment Board | 32,000 | $8.48M | 0.32% | +32,000 | New |
| J. L. Bainbridge & Co., Inc. | 31,995 | $8.48M | 0.69% | −27,808−46.5% | Reduced |
| Fundamentun, LLC | 31,959 | $8.47M | 0.34% | +985+3.2% | Added |
| CFM Wealth Partners LLC | 31,959 | $8.47M | 1.22% | −3,119−8.9% | Reduced |
| Dillon & Associates Inc | 31,949 | $8.47M | 1.09% | +1,382+4.5% | Added |
| Kempen Capital Management N.V. | 31,921 | $8.46M | 0.07% | −13,115−29.1% | Reduced |
| CastleKnight Management LP | 31,900 | $8.45M | 0.48% | −9,900−23.7% | Reduced |
| Park Avenue Securities LLC | 31,625 | $8.38M | 0.07% | +2,635+9.1% | Added |
| Davenport & Co LLC | 31,519 | $8.35M | 0.05% | −2,878−8.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 31,509 | $8.35M | 0.92% | −4,172−11.7% | Reduced |
| Harvey Capital Management Inc | 31,489 | $8.34M | 1.78% | −1,132−3.5% | Reduced |
| Louisbourg Investments Inc. | 39,198 | $8.29M | 1.65% | +2,396+6.5% | Added |
| Argent Trust Co | 31,267 | $8.28M | 0.28% | +3,131+11.1% | Added |
| Vise Technologies, Inc. | 31,130 | $8.25M | 0.16% | +5,829+23.0% | Added |
| Intesa Sanpaolo S.p.A. | 30,992 | $8.24M | 0.53% | +30,992 | New |
| Northstar Asset Management Inc | 31,084 | $8.23M | 2.13% | −1,887−5.7% | Reduced |
| Keybank National Association | 31,006 | $8.21M | 0.03% | +717+2.4% | Added |
| Valeo Financial Advisors, LLC | 30,963 | $8.20M | 0.18% | −2,889−8.5% | Reduced |
| Intact Investment Management Inc. | 30,900 | $8.19M | 0.24% | −300−1.0% | Reduced |
| KMG Fiduciary Partners, LLC | 30,489 | $8.08M | 0.57% | −14,933−32.9% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 30,419 | $8.06M | 0.09% | −51−0.2% | Reduced |
| Bryn Mawr Trust Co | 30,155 | $7.99M | 0.19% | −677−2.2% | Reduced |
| General American Investors Co Inc | 30,000 | $7.95M | 0.49% | −10,000−25.0% | Reduced |
| Shikiar Asset Management Inc | 29,967 | $7.94M | 1.98% | +29,967 | New |
| New Age Alpha Advisors, LLC | 29,957 | $7.94M | 0.34% | −20,963−41.2% | Reduced |
| Whittier Trust Co | 29,913 | $7.86M | 0.09% | −4,022−11.9% | Reduced |
| Sand Hill Global Advisors, LLC | 29,569 | $7.83M | 0.27% | −245−0.8% | Reduced |
| Strategic Planning Group, LLC | 29,479 | $7.81M | 1.01% | +2,541+9.4% | Added |
| Jennison Associates LLC | 29,447 | $7.80M | 0.00% | −290,640−90.8% | Reduced |
| Advisors Capital Management, LLC | 29,339 | $7.77M | 0.09% | +327+1.1% | Added |
| Marietta Wealth Management, LLC | 29,241 | $7.75M | 0.90% | +1,380+5.0% | Added |
| William Blair Investment Management, LLC | 28,947 | $7.67M | 0.02% | −539,419−94.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 28,911 | $7.66M | 1.31% | −970−3.2% | Reduced |
| Apollon Wealth Management, LLC | 28,749 | $7.62M | 0.13% | +653+2.3% | Added |
| Snowden Capital Advisors LLC | 28,584 | $7.58M | 0.20% | −1,117−3.8% | Reduced |
| Brown Brothers Harriman & Co | 28,494 | $7.55M | 0.04% | +4,704+19.8% | Added |
| LGT Fund Management Co Ltd. | 28,272 | $7.52M | 0.59% | −71,675−71.7% | Reduced |
| Meyer Handelman Co | 28,216 | $7.47M | 0.23% | −280−1.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 27,911 | $7.41M | 0.18% | −2,200−7.3% | Reduced |
| Siemens Fonds Invest GmbH | 27,821 | $7.40M | 0.39% | +3,212+13.1% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 27,915 | $7.39M | 0.73% | −7,307−20.7% | Reduced |
| RSM US Wealth Management LLC | 27,733 | $7.37M | 0.09% | −15,125−35.3% | Reduced |
| Robinhood Asset Management, LLC | 27,802 | $7.37M | 0.59% | +27,802 | New |
| Thames Capital Management LLC | 27,755 | $7.35M | 1.07% | −4,940−15.1% | Reduced |
| Fortis Capital Management LLC | 27,665 | $7.33M | 0.97% | +1,459+5.6% | Added |
| First Nebraska Trust Co | 27,656 | $7.33M | 0.67% | −355−1.3% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 27,366 | $7.25M | 1.18% | +7,361+36.8% | Added |
| VGI Partners Ltd | 27,314 | $7.24M | 0.42% | −116−0.4% | Reduced |
| Knollwood Investment Advisory, LLC | 27,312 | $7.24M | 0.68% | −127−0.5% | Reduced |
| Gibraltar Capital Management, Inc. | 27,245 | $7.22M | 1.23% | −100.0% | Reduced |
| 1248 Management, LLC | 27,181 | $7.21M | 3.86% | +22,071+431.9% | Added |
| Lee Danner & Bass Inc | 27,207 | $7.21M | 0.52% | +820+3.1% | Added |
| Occidental Asset Management, LLC | 27,192 | $7.20M | 0.87% | +1,484+5.8% | Added |
| Altrinsic Global Advisors LLC | 27,161 | $7.20M | 0.26% | +27,161 | New |
| Trifecta Capital Advisors, LLC | 27,133 | $7.19M | 1.06% | +147+0.5% | Added |
| Cohen Klingenstein LLC | 27,020 | $7.16M | 0.22% | 00.0% | Unchanged |
| Maytus Capital Management, LLC | 27,000 | $7.15M | 1.69% | +27,000 | New |
| Morningstar Investment Management LLC | 26,923 | $7.13M | 0.42% | −14,471−35.0% | Reduced |
| Nishkama Capital, LLC | 26,780 | $7.09M | 0.96% | +26,780 | New |
| Niles Investment Management, LLC | 26,591 | $7.04M | 5.85% | +26,591 | New |
| SFMG, LLC | 26,272 | $6.96M | 0.47% | +1,291+5.2% | Added |
| Deane Retirement Strategies, Inc. | 26,266 | $6.95M | 2.88% | +6,748+34.6% | Added |
| Leonteq Securities AG | 26,199 | $6.94M | 0.37% | −223,551−89.5% | Reduced |
| Modera Wealth Management, LLC | 26,106 | $6.92M | 0.08% | −1,614−5.8% | Reduced |
| Siren, L.L.C. | 26,100 | $6.91M | 0.21% | −4,000−13.3% | Reduced |
| Neville Rodie & Shaw Inc | 26,050 | $6.90M | 0.49% | −17,803−40.6% | Reduced |
| Jefferies Financial Group Inc. | 26,032 | $6.90M | 0.06% | +15,990+159.2% | Added |
| Guinness Atkinson Asset Management Inc | 25,835 | $6.88M | 3.24% | +5,459+26.8% | Added |
| St Germain D J Co Inc | 25,949 | $6.87M | 0.27% | −266−1.0% | Reduced |
| Securian Asset Management, Inc | 25,887 | $6.86M | 0.26% | −20,282−43.9% | Reduced |
| Continuum Advisory, LLC | 25,843 | $6.85M | 0.69% | +3,619+16.3% | Added |
| Aquatic Capital Management LLC | 25,793 | $6.83M | 0.19% | −149,008−85.2% | Reduced |
| MUFG Securities Americas Inc. | 25,647 | $6.79M | 0.42% | −133−0.5% | Reduced |
| Red Door Wealth Management, LLC | 25,617 | $6.79M | 0.71% | −716−2.7% | Reduced |
| Everence Capital Management Inc | 25,449 | $6.74M | 0.40% | +12,179+91.8% | Added |
| Cohen Capital Management, Inc. | 25,403 | $6.73M | 1.01% | +30+0.1% | Added |
| Citizens Financial Group Inc | 25,393 | $6.73M | 0.09% | −32,382−56.0% | Reduced |
| Clean Yield Group | 25,282 | $6.70M | 1.86% | +80+0.3% | Added |
| Burling Wealth Partners, LLC | 25,255 | $6.69M | 1.04% | +1,557+6.6% | Added |
| Global Retirement Partners, LLC | 25,208 | $6.68M | 0.12% | +5,616+28.7% | Added |