Stock ownership · SEC 13F · Q4 2025
SALESFORCE INC
A breakdown of SALESFORCE INC's institutional base (CUSIP 79466L302): the holders, the concentration among them, and what changed last quarter.
- $486.4M
- Reported value
- 20
- Institutions
- 98%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, SALESFORCE INC ranks #12 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 20 institutions report $486.4M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.
- 20
- institutions hold it
- $486.4M
- reported 13F value
- 98%
- held by top 5
- #12
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, SALESFORCE INC ranks #12 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 79466L302 · Q4 2025 $486M reported
VALUE-MEGA · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL
- VALUE-MEGA #12/775
- HOLDERS-NARROW 20 filers
- CONC-DOM 98% top-5
- PHOTO-FINISH NEWMONT
- ACTIVITY-QUIET 0 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: NEWMONT CORP
Read with: Ownership concentration guide - SALESFORCE INC's top-five holders account for 98% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · SALESFORCE INC
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
SALESFORCE INC vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
20 Top 18% higher than 82% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · Q4 2025
Institutional ownership over time
The number of institutions reporting a SALESFORCE INC position has risen from 19 to 20 over the last 8 quarters of 13F filings.
Top Institutional Holders
| # | 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% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SALESFORCE INC's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for SALESFORCE INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($486.4M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (20 here).
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.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.