Reported value
$486.4M
Institutional 13F value
Stock ownership · SEC 13F · Q4 2025
A breakdown of SALESFORCE INC's institutional base (CUSIP 79466L302): the holders, the concentration among them, and what changed last quarter.
The verdict
20 institutional filers report $486.4M of SALESFORCE INC on their books as of Q4 2025. SALESFORCE INC is a position that shows up across a wide set of institutional books, and that ownership is held overwhelmingly by a small core of institutions.
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.
Reported value
$486.4M
Institutional 13F value
Institutions
20
Reporting holders
Top-5 concentration
98%
Held by 5 largest
New buyers
17
Opened Q4 2025
SALESFORCE INC is more widely held than about 82% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.
The number of institutions reporting a SALESFORCE INC position has risen from 19 to 20 over the last 8 quarters of 13F filings.
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | Pacer Advisors, Inc. | 1,505,213 | $398.7M | 82.0% |
| 2 | J. Stern & Co. LLP | 47,385,511 | $47.4M | 9.7% |
| 3 | Banque Transatlantique SA | 59,398 | $15.6M | 3.2% |
| 4 | GROUPAMA ASSET MANAGMENT | 39,399 | $10.4M | 2.1% |
| 5 | MidFirst Bank | 24,518 | $6.5M | 1.3% |
| 6 | GFI Investment Counsel Ltd. | 6,360 | $1.7M | 0.3% |
| 7 | Investment Insight Wealth Management, LLC | 5,086 | $1.3M | 0.3% |
| 8 | Anchor Investment Management, LLC | 4,837 | $1.3M | 0.3% |
| 9 | Tempo Wealth, LLC | 4,282 | $1.1M | 0.2% |
| 10 | Avory & Company, LLC | 2,595 | $687K | 0.1% |
| 11 | DGS Capital Management, LLC | 1,683 | $446K | 0.1% |
| 12 | THRYVE WEALTH MANAGEMENT LLC | 1,683 | $446K | 0.1% |
| 13 | Coastline Complete Wealth LLC | 1,338 | $354K | 0.1% |
| 14 | Bell Investment Advisors, Inc | 514 | $136K | 0.0% |
| 15 | TD Capital Management LLC | 212 | $56K | 0.0% |
| 16 | Nolet Wealth Management, LLC | 143 | $38K | 0.0% |
| 17 | Compass Financial Services Inc | 89 | $24K | 0.0% |
| 18 | Strategic Investment Solutions, Inc. /IL | 15 | $4K | 0.0% |
| 19 | SG Trading Solutions, LLC | 4,471 | $1K | 0.0% |
| 20 | CHELSEA COUNSEL CO | 2 | $531 | 0.0% |
What the data says about SALESFORCE INC
A handful of institutions account for most of the reported institutional float here.
Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.