Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

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, Q1 2024

Institutional positions in Salesforce, Inc. as of Mar 31, 2024. 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: 2,769; +209 vs. Q4 2023
Shares held: 784.1M; +4.26M (+0.5%) vs. Q4 2023
Total value: $235.7B; +$31.7B (+15.5%) vs. Q4 2023
New holders: 309; 1,121 more added
Sold out: 100; 1,031 more reduced

41 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 2,769 institutions

Value heldQ1 2024: $235.7B

Institutions holding CRM and their total value by quarter
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, Q1 2024

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q4 2023.

Institutions holding CRM in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dogwood Wealth Management LLC	0	$34	0.00%	0	Unchanged
Global Assets Advisory, LLC	28,412	$94	0.00%	+28,412	New
Koesten, Hirschmann & Crabtree, INC.	1	$302	0.00%	00.0%	Unchanged
Insight Financial Services	3	$903	0.00%	00.0%	Unchanged
Princeton Global Asset Management LLC	3	$904	0.00%	−32−91.4%	Reduced
Robinswood Financial LLC	3	$906	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	4	$1.20K	0.00%	+4	New
Stephens Consulting, LLC	4	$1.21K	0.00%	00.0%	Unchanged
Perritt Capital Management Inc	5	$1.51K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	6	$1.65K	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	6	$1.81K	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	7	$2.11K	0.00%	−100−93.5%	Reduced
Twin Lakes Capital Management, LLC	8	$2.41K	0.00%	00.0%	Unchanged
TD Capital Management LLC	9	$2.71K	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	9	$2.71K	0.00%	+9	New
Scarborough Advisors, LLC	10	$3.01K	0.00%	+10	New
Providence Capital Advisors, LLC	11	$3.31K	0.00%	+11	New
Clear Investment Research, LLC	12	$3.61K	0.00%	−29−70.7%	Reduced
Ritter Daniher Financial Advisory LLC	13	$3.92K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	13	$3.92K	0.00%	+6+85.7%	Added
Delos Wealth Advisors, LLC	13	$3.92K	0.00%	+7+116.7%	Added
American Capital Advisory, LLC	20	$4.00K	0.00%	−340−94.4%	Reduced
FPC Investment Advisory, Inc.	15	$4.14K	0.00%	+15	New
PayPay Securities Corp	14	$4.22K	0.21%	−5−26.3%	Reduced
Moisand Fitzgerald Tamayo, LLC	14	$4.22K	0.00%	00.0%	Unchanged
Lummis Asset Management, LP	14	$4.22K	0.01%	00.0%	Unchanged
Centerpoint Advisors, LLC	15	$5.00K	0.00%	00.0%	Unchanged
Keener Financial Planning LLC	15	$5.00K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	18	$5.42K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	18	$5.42K	0.00%	00.0%	Unchanged
Vima LLC	28	$5.59K	0.01%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	19	$5.72K	0.00%	00.0%	Unchanged
Riggs Asset Managment Co. Inc.	19	$5.72K	0.00%	+19	New
Grayhawk Investment Strategies Inc.	20	$6.02K	0.01%	−5,668−99.6%	Reduced
Pacific Capital Wealth Advisors, Inc	21	$6.33K	0.00%	+21	New
Jackson, Grant Investment Advisers, Inc.	22	$6.63K	0.00%	00.0%	Unchanged
Christopher J. Hasenberg, Inc	24	$7.23K	0.00%	+24	New
Provenance Wealth Advisors, LLC	25	$7.53K	0.00%	00.0%	Unchanged
Anfield Capital Management, LLC	25	$7.53K	0.00%	+25	New
Carolina Wealth Advisors, LLC	26	$7.83K	0.00%	00.0%	Unchanged
Abich Financial Wealth Management LLC	26	$7.83K	0.01%	+8+44.4%	Added
EntryPoint Capital, LLC	26	$7.83K	0.01%	+26	New
Bollard Group LLC	25	$8.00K	0.00%	00.0%	Unchanged
Godsey & Gibb Associates	30	$9.04K	0.00%	00.0%	Unchanged
Gold Investment Management Ltd.	31	$9.34K	0.00%	00.0%	Unchanged
J.Safra Asset Management Corp	31	$9.34K	0.00%	+31	New
Palisade Asset Management, LLC	32	$9.64K	0.00%	+32	New
HighMark Wealth Management LLC	20	$9.94K	0.01%	+20	New
DiNuzzo Private Wealth, Inc.	34	$10.2K	0.00%	00.0%	Unchanged
Country Trust Bank	36	$10.8K	0.00%	+36	New
Atticus Wealth Management, LLC	36	$10.8K	0.00%	−12−25.0%	Reduced
Westend Capital Management, LLC	41	$12.3K	0.00%	+41	New
Criterion Capital Advisors, LLC	42	$12.7K	0.01%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	42	$12.7K	0.01%	00.0%	Unchanged
New England Capital Financial Advisors LLC	45	$13.6K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	47	$14.0K	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	47	$14.2K	0.00%	−18−27.7%	Reduced
Mechanics Financial Corp	50	$15.1K	0.01%	00.0%	Unchanged
Redmont Wealth Advisors LLC	50	$15.1K	0.02%	+50	New
Vermillion & White Wealth Management Group, LLC	51	$15.4K	0.01%	+32+168.4%	Added
NCP Inc.	51	$15.4K	0.01%	+51	New
TruNorth Capital Management, LLC	52	$15.7K	0.01%	+52	New
Evolution Advisers, Inc.	50	$16.0K	0.01%	−5−9.1%	Reduced
PrairieView Partners, LLC	50	$16.0K	0.00%	00.0%	Unchanged
Park Circle Co	54	$16.3K	0.02%	00.0%	Unchanged
PFS Partners, LLC	58	$17.5K	0.01%	00.0%	Unchanged
Annapolis Financial Services, LLC	59	$17.8K	0.01%	00.0%	Unchanged
Trust Co	60	$18.1K	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	61	$18.4K	0.02%	+61	New
LFA - Lugano Financial Advisors SA	62	$18.7K	0.01%	00.0%	Unchanged
Impact Partnership Wealth, LLC	63	$19.0K	0.01%	−56−47.1%	Reduced
Naples Money Management LLC	63	$19.0K	0.02%	00.0%	Unchanged
Avion Wealth	63	$19.0K	0.01%	+11+21.2%	Added
First PREMIER Bank	63	$19.0K	0.01%	+53+530.0%	Added
Salomon & Ludwin, LLC	65	$19.6K	0.00%	+65	New
Oliver Lagore Vanvalin Investment Group	67	$20.2K	0.01%	−35−34.3%	Reduced
Bruce G. Allen Investments, LLC	68	$20.5K	0.02%	−13−16.0%	Reduced
FSC Wealth Advisors, LLC	68	$20.5K	0.01%	00.0%	Unchanged
Foster Dykema Cabot & Partners, LLC	68	$20.5K	0.00%	+65+2,166.7%	Added
Costello Asset Management, INC	69	$20.8K	0.01%	00.0%	Unchanged
Voisard Asset Management Group, Inc.	69	$20.8K	0.01%	00.0%	Unchanged
Bellevue Asset Management, LLC	70	$21.1K	0.01%	00.0%	Unchanged
Valued Wealth Advisors LLC	74	$22.3K	0.02%	+31+72.1%	Added
Financial Perspectives, Inc	75	$22.6K	0.01%	−2−2.6%	Reduced
Sugarloaf Wealth Management, LLC	76	$22.9K	0.00%	00.0%	Unchanged
Knott David M Jr	77	$23.0K	0.01%	00.0%	Unchanged
Wiser Advisor Group LLC	77	$23.2K	0.04%	00.0%	Unchanged
HHM Wealth Advisors, LLC	77	$23.2K	0.00%	+33+75.0%	Added
Bear Mountain Capital, Inc.	86	$23.8K	0.01%	−11−11.3%	Reduced
Pineridge Advisors LLC	80	$24.1K	0.01%	−158−66.4%	Reduced
Signature Resources Capital Management, LLC	97	$25.5K	0.02%	00.0%	Unchanged
Ruedi Wealth Management, Inc.	86	$25.9K	0.01%	+56+186.7%	Added
Granite FO LLC	103	$26.7K	0.02%	+14+15.7%	Added
Kelly Financial Services LLC	89	$26.8K	0.01%	+2+2.3%	Added
Cohen & Steers, Inc.	89	$27.0K	0.00%	−5−5.3%	Reduced
Private Ocean, LLC	92	$27.7K	0.00%	+12+15.0%	Added
Chesapeake Asset Management LLC	100	$30.1K	0.03%	−101−50.2%	Reduced
Tacita Capital Inc	100	$30.1K	0.02%	00.0%	Unchanged
Retirement Group, LLC	105	$31.6K	0.01%	−16−13.2%	Reduced
Red Tortoise LLC	108	$32.5K	0.02%	+108	New