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
- 2,958
- +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 | 2,492 | $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 |
|---|---|---|---|---|---|
| Evelyn Partners Investment Management LLP | 25,171 | $6.67M | 0.18% | −354−1.4% | Reduced |
| SummitTX Capital, L.P. | 25,158 | $6.66M | 0.20% | −2,057−7.6% | Reduced |
| Third View Private Wealth, LLC | 25,090 | $6.65M | 0.89% | +25,090 | New |
| BDF-Gestion | 24,928 | $6.60M | 0.81% | −1,662−6.3% | Reduced |
| Evercore Wealth Management, LLC | 24,899 | $6.60M | 0.10% | −497−2.0% | Reduced |
| Pioneer Trust Bank N A | 24,834 | $6.58M | 1.53% | −150−0.6% | Reduced |
| Wahed Invest LLC | 24,586 | $6.51M | 0.86% | −914−3.6% | Reduced |
| Spinnaker Trust | 24,581 | $6.51M | 0.35% | −121−0.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 24,571 | $6.51M | 0.42% | 00.0% | Unchanged |
| MidFirst Bank | 24,518 | $6.50M | 0.52% | +24,518 | New |
| Central Trust Co | 24,460 | $6.48M | 0.13% | −1,550−6.0% | Reduced |
| Van Strum & Towne Inc. | 24,360 | $6.45M | 1.81% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 24,187 | $6.42M | 1.26% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 24,216 | $6.42M | 0.77% | −636−2.6% | Reduced |
| Quadrant Private Wealth Management, LLC | 24,168 | $6.41M | 1.05% | +1,063+4.6% | Added |
| Sigma Planning Corp | 23,720 | $6.37M | 0.18% | −681−2.8% | Reduced |
| Nomura Holdings Inc | 23,886 | $6.33M | 0.02% | −43,077−64.3% | Reduced |
| Two Sigma Investments, LP | 23,863 | $6.32M | 0.01% | −967,525−97.6% | Reduced |
| SP Asset Management LLC | 23,825 | $6.31M | 0.50% | −154−0.6% | Reduced |
| Webster Bank, N. A. | 23,810 | $6.31M | 0.59% | +2,516+11.8% | Added |
| Mountain Hill Investment Partners Corp. | 23,771 | $6.30M | 4.51% | 00.0% | Unchanged |
| Mirova | 23,631 | $6.26M | 0.90% | −183−0.8% | Reduced |
| V-Square Quantitative Management LLC | 23,604 | $6.25M | 0.65% | −1,576−6.3% | Reduced |
| Johnson Investment Counsel Inc | 23,601 | $6.25M | 0.05% | −768−3.2% | Reduced |
| Meridian Management Co | 23,491 | $6.22M | 1.54% | +1,328+6.0% | Added |
| Family Management Corp | 23,471 | $6.22M | 0.79% | −1,096−4.5% | Reduced |
| Wedbush Securities Inc | 23,442 | $6.21M | 0.18% | −823−3.4% | Reduced |
| Plimoth Trust Co LLC | 23,259 | $6.16M | 1.37% | +2,303+11.0% | Added |
| Eastover Investment Advisors LLC | 23,128 | $6.13M | 2.69% | +306+1.3% | Added |
| Meridian Wealth Management, LLC | 23,109 | $6.12M | 0.22% | −2,068−8.2% | Reduced |
| IFP Advisors, Inc | 23,093 | $6.12M | 0.14% | +197+0.9% | Added |
| Dorsey & Whitney Trust CO LLC | 22,797 | $6.04M | 0.32% | +1,308+6.1% | Added |
| Newbridge Financial Services Group, Inc. | 22,792 | $6.04M | 0.94% | +3,013+15.2% | Added |
| Cumberland Partners Ltd | 22,600 | $5.99M | 0.37% | −59,612−72.5% | Reduced |
| Peloton Wealth Strategists | 22,528 | $5.97M | 2.31% | −1,342−5.6% | Reduced |
| Ascent Group, LLC | 22,376 | $5.93M | 0.20% | −979−4.2% | Reduced |
| Thompson Investment Management, Inc. | 22,342 | $5.92M | 0.74% | +13,459+151.5% | Added |
| Cary Street Partners Financial LLC | 22,283 | $5.90M | 0.15% | −2,134−8.7% | Reduced |
| Acumen Wealth Advisors, LLC | 22,247 | $5.90M | 1.70% | +22,247 | New |
| Revisor Wealth Management LLC | 25,609 | $5.86M | 1.57% | +466+1.9% | Added |
| FourThought Financial Partners, LLC | 21,625 | $5.73M | 0.48% | +2,638+13.9% | Added |
| Signaturefd, LLC | 21,468 | $5.69M | 0.09% | −414−1.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 21,371 | $5.66M | 0.57% | −70−0.3% | Reduced |
| F/M Investments LLC | 21,367 | $5.66M | 0.22% | +3,871+22.1% | Added |
| Cinctive Capital Management LP | 21,317 | $5.65M | 0.33% | +21,317 | New |
| Intesa Sanpaolo Wealth Management | 21,266 | $5.63M | 1.17% | +21,266 | New |
| McMillan Office, Inc. | 21,196 | $5.62M | 0.68% | +21,196 | New |
| Cordatus Wealth Management LLC | 21,189 | $5.61M | 1.30% | +238+1.1% | Added |
| Diversify Advisory Services, LLC | 24,562 | $5.58M | 0.18% | +9,920+67.8% | Added |
| Venture Visionary Partners LLC | 21,030 | $5.58M | 0.18% | −1,481−6.6% | Reduced |
| Ballentine Partners, LLC | 20,993 | $5.56M | 0.08% | −1,915−8.4% | Reduced |
| Harbor Capital Advisors, Inc. | 20,975 | $5.56M | 0.43% | −32−0.2% | Reduced |
| M. Kulyk & Associates, LLC | 20,944 | $5.55M | 1.06% | +944+4.7% | Added |
| RB Capital Management, LLC | 20,818 | $5.51M | 1.12% | −485−2.3% | Reduced |
| Golden State Equity Partners | 20,685 | $5.48M | 0.88% | −314−1.5% | Reduced |
| Oak Harvest Investment Services | 20,586 | $5.45M | 0.59% | +3,959+23.8% | Added |
| Ceera Investments, LLC | 20,515 | $5.43M | 2.10% | −1,292−5.9% | Reduced |
| GeoWealth Management, LLC | 20,475 | $5.42M | 0.20% | −1,030−4.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 20,364 | $5.39M | 0.22% | −2,196−9.7% | Reduced |
| Meridian Wealth Advisors, LLC | 20,321 | $5.38M | 0.75% | −827−3.9% | Reduced |
| Naples Global Advisors, LLC | 20,274 | $5.38M | 0.40% | +2,013+11.0% | Added |
| Quantitative Investment Management, LLC | 20,274 | $5.37M | 0.52% | +9,323+85.1% | Added |
| YHB Investment Advisors, Inc. | 20,221 | $5.36M | 0.37% | −1,491−6.9% | Reduced |
| Caxton Associates LLP | 20,153 | $5.34M | 0.11% | +18,295+984.7% | Added |
| Parus Finance (UK) Ltd | 20,123 | $5.33M | 1.40% | −210−1.0% | Reduced |
| First Financial Bank - Trust Division | 20,011 | $5.30M | 0.44% | −558−2.7% | Reduced |
| Conning Inc. | 19,977 | $5.29M | 0.18% | +84+0.4% | Added |
| Bouvel Investment Partners, LLC | 19,905 | $5.27M | 1.52% | +327+1.7% | Added |
| Capital Analysts, LLC | 19,872 | $5.26M | 0.15% | +673+3.5% | Added |
| Marathon Wealth Advisors LLC | 19,760 | $5.23M | 2.08% | +19,760 | New |
| Independent Financial Group, LLC | 19,747 | $5.23M | 0.12% | −58−0.3% | Reduced |
| Stamos Capital Partners, L.P. | 19,734 | $5.23M | 0.84% | +1,527+8.4% | Added |
| Petredis Investment Advisors LLC | 19,733 | $5.23M | 0.41% | −257−1.3% | Reduced |
| Hudson Capital Management LLC | 19,725 | $5.23M | 1.31% | +1,132+6.1% | Added |
| Global X Japan Co., Ltd. | 19,710 | $5.22M | 0.40% | +14,430+273.3% | Added |
| FORA Capital, LLC | 23,702 | $5.18M | 0.63% | −8,026−25.3% | Reduced |
| Alps Advisors Inc | 19,540 | $5.18M | 0.03% | −1,915−8.9% | Reduced |
| Consolidated Investment Group LLC | 19,325 | $5.12M | 0.61% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 19,276 | $5.11M | 1.81% | −121−0.6% | Reduced |
| SBI Securities Co., Ltd. | 19,174 | $5.08M | 0.13% | +1,690+9.7% | Added |
| Diversify Wealth Management, LLC | 21,025 | $5.07M | 0.24% | −9,716−31.6% | Reduced |
| Timber Creek Capital Management LLC | 19,097 | $5.06M | 1.18% | +1,159+6.5% | Added |
| Essex Investment Management Co LLC | 19,080 | $5.05M | 0.77% | −342−1.8% | Reduced |
| AlTi Global, Inc. | 19,037 | $5.05M | 0.11% | +243+1.3% | Added |
| Wedmont Private Capital | 18,962 | $5.05M | 0.18% | +3,565+23.2% | Added |
| Quinn Opportunity Partners LLC | 19,000 | $5.03M | 0.22% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 18,946 | $5.02M | 0.23% | −188−1.0% | Reduced |
| Smithbridge Asset Management Inc | 18,903 | $5.01M | 0.43% | −128−0.7% | Reduced |
| Evolve Private Wealth, LLC | 18,786 | $4.98M | 0.30% | +18,786 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 18,739 | $4.96M | 0.35% | +3,207+20.6% | Added |
| Selective Wealth Management, Inc. | 21,209 | $4.95M | 1.55% | −798−3.6% | Reduced |
| Vestcor Inc | 18,696 | $4.95M | 0.14% | 00.0% | Unchanged |
| Jericho Financial, LLP | 18,655 | $4.94M | 2.98% | +14+0.1% | Added |
| Asio Capital, LLC | 18,618 | $4.93M | 0.70% | +374+2.0% | Added |
| Whalerock Point Partners, LLC | 18,550 | $4.91M | 0.93% | −510−2.7% | Reduced |
| Private Wealth Partners, LLC | 18,389 | $4.87M | 0.35% | −1,290−6.6% | Reduced |
| Geneos Wealth Management Inc. | 18,267 | $4.84M | 0.12% | +919+5.3% | Added |
| Summit Financial, LLC | 18,170 | $4.82M | 0.07% | −7,381−28.9% | Reduced |
| Iowa State Bank | 18,191 | $4.82M | 0.90% | −1,255−6.5% | Reduced |
| Vickerman Investment Advisors, Inc. | 18,102 | $4.80M | 0.96% | −109−0.6% | Reduced |