13F

Stock

Salesforce, Inc.

CRM · held by 79 managers

Reported value

$9.21B

Holders

79

+4 new · −2 exited

Holders’ est. mark

−$228.4M

Price effect on 33 books still in the name

Largest holder

$4.55B

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY19.2M$4.55BHeld
BANK OF AMERICA CORP /DE/8.96M$2.12BHeld
BARCLAYS PLC4.18M$990.1M−$138.9MCut−$71.5M
FARALLON CAPITAL MANAGEMENT LLC2.46M$583.6MNew
Employees Provident Fund Board880K$208.6M−$23MAdded$33.1M
ONTARIO TEACHERS PENSION PLAN BOARD716K$169.7M−$24.2MCut−$15M
Alecta Tjanstepension Omsesidigt560K$132.7MHeld
Swiss Life Asset Management Ltd275.6K$65.3M−$9.36MCut−$6.17M
Leonteq Securities AG249.8K$59.2M−$7.31MAdded$3.37M
Henshaw Capital LLC216.4K$51.3M−$7.72MCut−$7.72M
OP Asset Management Ltd123.8K$29.3M−$4.42MCut−$14.5M
TUDOR INVESTMENT CORP ET AL118.8K$28.2MHeld
Sanctuary Advisors, LLC112.3K$26.6M−$4.01MCut−$18.8M
PEAK6 LLC111.5K$26.4M−$2.18MAdded$9.81M
AIA Group Ltd90.4K$21.4MHeld
Alberta Investment Management Corp84.5K$20M−$1.72MAdded$6.91M
GW HENSSLER & ASSOCIATES LTD71.7K$17MHeld
Cresset Asset Management, LLC56.2K$13.3M−$2.01MCut−$2.39M
Allworth Financial LP46.4K$11MHeld
GROUPAMA ASSET MANAGMENT38.6K$9.14MHeld
WORMSER FRERES GESTION31K$7.41MHeld
CANTOR FITZGERALD, L. P.24.6K$5.82MHeld
MIROVA23.8K$5.64MHeld
IFP Advisors, Inc22.9K$5.43MHeld
INDEPENDENT FINANCIAL GROUP, LLC19.8K$4.69M−$646.2KCut−$243.6K
Garde Capital, Inc.16.2K$3.84MHeld
Kentucky Farm Bureau Mutual Insurance Co16K$3.79M−$571KCut−$571K
Savant Capital, LLC15K$3.56M−$504.2KCut−$289.5K
AXS Investments LLC13.5K$3.2MHeld
Altrafin AG13.4K$3.17M−$440.6KCut−$194.8K
MV CAPITAL MANAGEMENT, INC.13.2K$3.13MHeld
Parsonex Advisory Services, Inc.12K$2.84M−$307.8KAdded$486.2K
MIRABELLA FINANCIAL SERVICES LLP9.93K$2.35MHeld
Cambria Investment Management, L.P.9.84K$2.33MHeld
Keel Point, LLC6.35K$1.51MHeld
MAINSTAY CAPITAL MANAGEMENT LLC /ADV6.23K$1.48MHeld
Cornerstone National Bank & Trust Co6.21K$1.47M−$220.3KCut−$211.1K
Invst, LLC6.07K$1.44MHeld
Pine Valley Investments Ltd Liability Co5.79K$1.37M−$206.5KCut−$474K
Nicholas Wealth, LLC.4.03K$954.3K−$121.5KAdded$24.8K
Cape Investment Advisory, Inc.4K$948.5KHeld
NWAM LLC3.56K$904.5K−$16.9KCut−$8.29K
Hudson Bay Capital Management LP3.42K$810.5KHeld
Aventura Private Wealth, LLC3.34K$791.9K−$119.1KCut−$1.09M
Severin Investments, LLC2.51K$594.4K−$89.4KCut−$163.3K
Ramiah Investment Group2.41K$570.5K−$63.5KAdded$85.3K
American State Bank (Iowa)1.85K$439.4K−$64.2KCut−$50.9K
Womack Financial LLC1.49K$352.2K−$53KCut−$53K
Triumph Capital Management1.39K$329.2K−$35.7KAdded$56.8K
TUCKER ASSET MANAGEMENT LLC1.3K$308.1KNew
Farmers National Bank1.18K$279.4KHeld
Capital Squared Financial LLC1.17K$276.7K−$41.6KCut−$70.8K
MRP Capital Investments, LLC1.01K$274.3KHeld
Wealthspire Retirement, LLC1.1K$261.8KHeld
KBC Group NV1.09M$257.1KHeld
Financial Insights, Inc.1.04K$245.5KHeld
Virtue Capital Management, LLC8.88K$242.4KHeld
PVG ASSET MANAGEMENT CORP952$225.6KHeld
Retirement Solution LLC940$222.7K−$33.7KCut−$33.5K
Wall Street Financial Group, Inc.898$212.8KNew
DGS Capital Management, LLC883$209.4K−$30.7KCut−$25.2K
Boreal Capital Management LLC492$117KHeld
AllSquare Wealth Management LLC368$87.2KHeld
Essential Partners LLC279$66.1K−$9.96KCut−$281.8K
Prestige Wealth Management Group LLC273$64.8K−$9.73KCut−$14.9K
Noble Wealth Management PBC218$51.7KHeld
Saranac Partners Ltd168$39.8KNew
Kilter Group LLC116$27.5KHeld
Medallion Wealth Advisors, LLC111$26.3K−$3.9KCut−$7.17K
EVOLUTION WEALTH MANAGEMENT INC.101$23.9KHeld
Strategic Investment Solutions, Inc. /IL93$22.1KHeld
Painted Porch Advisors LLC90$21.3KHeld
Clark Wealth Partners79$20.9K−$588Cut−$40.6K
NEW MEXICO EDUCATIONAL RETIREMENT BOARD43.4K$10.3KHeld
Principia Wealth Advisory, LLC38$9.01KHeld
Scarborough Advisors, LLC28$6.64KHeld
WFA of San Diego, LLC12$2.84KHeld
FNY Investment Advisers, LLC1.5K$355Held
Evolution Advisers, Inc.50$11Held

Who left

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.