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Livermore
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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 2023

Institutional positions in Salesforce, Inc. as of Dec 31, 2023. 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
2,600
+344 vs. Q3 2023
Shares held
782.8M
+19.2M (+2.5%) vs. Q3 2023
Total value
$204.8B
+$50.0B (+32.3%) vs. Q3 2023
New holders
442
987 more added
Sold out
98
909 more reduced

37 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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.

Institutional holdersQ4 2023: 2,601 institutions
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,183 institutionsQ2 2023: 2,301 institutionsQ3 2023: 2,294 institutionsQ4 2023: 2,601 institutionsQ1 2024: 2,769 institutionsQ2 2024: 2,630 institutionsQ3 2024: 2,657 institutionsQ4 2024: 3,110 institutionsQ1 2025: 2,956 institutionsQ2 2025: 2,960 institutionsQ3 2025: 2,816 institutionsQ4 2025: 2,959 institutionsQ1 2026: 2,696 institutionsQ2 2026: 2,492 institutions
Value heldQ4 2023: $204.8B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,492$109.5B
Q1 20262,696$137.9B
Q4 20252,959$201.9B
Q3 20252,816$179.8B
Q2 20252,960$210.0B
Q1 20252,956$209.1B
Q4 20243,110$258.7B
Q3 20242,657$209.1B
Q2 20242,630$198.8B
Q1 20242,769$235.7B
Q4 20232,601$204.8B
Q3 20232,294$155.1B
Q2 20232,301$161.7B
Q1 20232,183$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$151.3B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q3 2023.

Institutions holding CRM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Berry Wealth Group, LP2,156$567.3K0.52%+2,156New
Northwest Financial Advisors2,162$568.9K0.48%+2,162New
WBH Advisory Inc2,162$569.0K0.06%+268+14.1%Added
Blue Barn Wealth, LLC2,168$570.5K0.34%+156+7.8%Added
Valmark Advisers, Inc.2,190$576.3K0.01%+51+2.4%Added
SFM, LLC2,191$576.5K0.48%+2,191New
Mitchell McLeod Pugh & Williams Inc2,194$577.3K0.15%+100+4.8%Added
IFG Advisory, LLC2,195$577.6K0.04%+268+13.9%Added
Centurion Wealth Management LLC2,204$580.0K0.25%−12−0.5%Reduced
Crumly & Associates Inc.2,206$580.5K0.17%+659+42.6%Added
Angeles Investment Advisors, LLC2,214$582.6K0.04%+63+2.9%Added
Williams Jones Wealth Management, LLC.2,224$585.2K0.01%−325−12.8%Reduced
Kensington Investment Counsel, LLC2,226$585.8K0.31%+118+5.6%Added
Studio Investment Management LLC2,228$586.3K0.15%−396−15.1%Reduced
Inscription Capital, LLC2,233$587.6K0.16%+22+1.0%Added
Pine Haven Investment Counsel, Inc2,239$589.2K0.55%+55+2.5%Added
Gradient Investments LLC2,241$589.7K0.01%−303−11.9%Reduced
Mirador Capital Partners LP2,242$590.0K0.12%−146−6.1%Reduced
Essex Financial Services, Inc.2,242$590.0K0.06%+232+11.5%Added
Custom Index Systems, LLC2,245$590.7K0.37%+2,245New
Regal Investment Advisors LLC2,246$591.0K0.04%+71+3.3%Added
New World Advisors LLC2,249$591.8K0.18%+4+0.2%Added
Roberts Glore & Co Inc2,254$593.1K0.18%−5−0.2%Reduced
Childress Capital Advisors, LLC2,262$595.2K0.18%−272−10.7%Reduced
Clarus Wealth Advisors2,169$595.3K0.35%+2,169New
Monetary Management Group Inc2,275$598.6K0.19%00.0%Unchanged
State of Wyoming2,277$599.2K0.11%−723−24.1%Reduced
Avalon Trust Co2,281$600.2K0.05%+425+22.9%Added
Redwood Financial Network Corp2,285$601.3K0.58%+129+6.0%Added
IVC Wealth Advisors LLC2,292$603.1K0.37%−10.0%Reduced
Investment House LLC2,293$603.4K0.04%00.0%Unchanged
Prentice Wealth Management LLC2,294$603.6K0.24%+38+1.7%Added
Parkside Advisors LLC2,299$605.0K0.17%00.0%Unchanged
Harvest Management LLC2,300$605.2K0.68%+500+27.8%Added
Blue Fin Capital, Inc.2,350$618.4K0.16%+76+3.3%Added
Jaffetilchin Investment Partners, LLC2,351$618.6K0.06%−126−5.1%Reduced
Kavar Capital Partners Group, LLC2,356$620.0K0.07%+1,178+100.0%Added
Burford Brothers, Inc.2,361$621.3K0.44%+2,361New
Perfromance Wealth Partners, LLC2,364$622.1K0.03%−127−5.1%Reduced
WESPAC Advisors SoCal, LLC2,367$622.9K0.18%+243+11.4%Added
Abbot Financial Management, Inc.2,368$623.1K0.37%00.0%Unchanged
Fortitude Family Office, LLC2,368$623.1K0.46%+2,368New
My Legacy Advisors, LLC2,302$624.7K0.23%+2,302New
Regent Peak Wealth Advisors LLC2,375$625.0K0.17%−6−0.3%Reduced
Financial Advisory Corp2,392$629.0K0.28%+174+7.8%Added
Salvus Wealth Management, LLC2,391$629.2K0.45%+8+0.3%Added
Allred Capital Management, LLC2,400$631.5K0.27%−3−0.1%Reduced
Sonoma Private Wealth LLC2,400$631.5K1.05%+2,400New
Provence Wealth Management Group2,403$632.3K0.34%+313+15.0%Added
Hengehold Capital Management LLC2,404$632.6K0.07%−100−4.0%Reduced
MONECO Advisors, LLC2,404$632.6K0.12%+731+43.7%Added
National Wealth Management Group, LLC2,406$633.1K0.61%+152+6.7%Added
Castleview Partners, LLC2,409$633.9K0.44%+31+1.3%Added
Balanced Rock Investment Advisor2,418$636.3K0.57%+2,418New
Israel Discount Bank of New York2,422$637.3K0.50%−810−25.1%Reduced
Cim Investment Mangement Inc2,425$638.1K0.21%+326+15.5%Added
Rakuten Investment Management, Inc.2,406$639.0K0.01%+2,406New
Capital Investment Advisory Services, LLC2,430$639.4K0.06%+156+6.9%Added
Headinvest, LLC2,450$644.7K0.13%−57−2.3%Reduced
Valley National Advisers Inc2,463$648.0K0.10%+96+4.1%Added
Greenwich Wealth Management LLC2,464$648.0K0.06%+199+8.8%Added
Telos Capital Management, Inc.2,468$649.4K0.08%+2,468New
Weaver Capital Management LLC2,474$651.0K0.26%+2,474New
Sheets Smith Wealth Management2,480$652.6K0.09%+427+20.8%Added
Maia Wealth LLC2,481$652.9K0.26%+2,481New
Kuhn & Co Investment Counsel2,481$652.9K0.67%+2,481New
Copperwynd Financial, LLC2,486$654.2K0.26%+81+3.4%Added
Solstein Capital, LLC2,487$654.4K0.48%00.0%Unchanged
Mizuho Securities Co. Ltd.2,500$657.9K2.36%+2,200+733.3%Added
Parkside Investments, LLC2,500$657.9K0.11%+2,500New
Walkner Condon Financial Advisors LLC2,501$658.2K0.15%−132−5.0%Reduced
First Financial Corp2,507$659.7K0.34%−23−0.9%Reduced
IAM Advisory, LLC2,514$661.5K0.21%+30+1.2%Added
Granite Group Advisors, LLC2,164$662.2K0.47%+2,164New
Beaumont Financial Advisors, LLC2,521$663.4K0.06%+544+27.5%Added
Financial Advisory Service, Inc.2,529$665.5K0.06%−75−2.9%Reduced
Central Bank & Trust Co2,532$666.2K0.10%−1,449−36.4%Reduced
Knuff & Co LLC2,540$668.4K0.24%−150−5.6%Reduced
Sivia Capital Partners, LLC2,542$668.9K0.51%+2,542New
First Citizens Bank & Trust Co2,547$670.2K0.01%−17−0.7%Reduced
Key Financial Inc2,547$670.2K0.18%−20−0.8%Reduced
Tyche Wealth Partners LLC2,556$672.6K0.16%+2,556New
Apollon Financial, LLC2,563$674.4K0.27%+2,563New
Kozak & Associates, Inc.2,512$676.2K0.21%+4+0.2%Added
OneAscent Financial Services LLC2,571$677.0K0.08%−602−19.0%Reduced
Onefund, LLC2,574$677.3K0.88%+2,574New
Covenant Partners, LLC2,575$677.6K0.21%00.0%Unchanged
RAM Investment Partners, LLC2,582$679.4K0.24%+29+1.1%Added
Ables, Iannone, Moore & Associates, Inc.2,584$680.0K0.52%+2,584New
Mill Creek Capital Advisors, LLC2,586$680.5K0.02%+2,586New
Circle Wealth Management, LLC2,589$681.3K0.02%+146+6.0%Added
Garden State Investment Advisory Services LLC2,607$686.0K0.28%+99+3.9%Added
Sunflower Bank, N.A.2,607$686.0K0.16%+119+4.8%Added
Transcendent Capital Group LLC2,617$688.6K0.46%+2,617New
Wealth Alliance Advisory Group, LLC2,627$691.3K0.18%+569+27.6%Added
Vise Technologies, Inc.2,628$691.5K0.15%+225+9.4%Added
Sonen Capital LLC2,636$693.6K1.32%+317+13.7%Added
Park Edge Advisors, LLC2,641$695.0K0.24%+2,641New
McGlone Suttner Wealth Management, Inc.2,645$696.1K0.14%−530−16.7%Reduced
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,646$696.2K0.14%−259−8.9%Reduced