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, 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
- 2,768
- +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
- 1,120 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Granite Group Advisors, LLC | 2,164 | $651.8K | 0.44% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 2,175 | $655.1K | 0.26% | −29−1.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,191 | $659.9K | 0.16% | −3−0.1% | Reduced |
| Hartford Funds Management Co LLC | 2,193 | $660.4K | 0.06% | +391+21.7% | Added |
| Magnus Financial Group LLC | 2,195 | $661.1K | 0.08% | +57+2.7% | Added |
| Crumly & Associates Inc. | 2,197 | $661.7K | 0.17% | −9−0.4% | Reduced |
| Capital Investment Advisory Services, LLC | 2,198 | $662.0K | 0.07% | −232−9.5% | Reduced |
| Insight Advisors, LLC | 2,202 | $663.2K | 0.13% | +911+70.6% | Added |
| Laidlaw Wealth Management LLC | 2,204 | $663.8K | 0.37% | −2,961−57.3% | Reduced |
| Orrstown Financial Services Inc | 2,205 | $664.1K | 0.37% | +535+32.0% | Added |
| Blue Barn Wealth, LLC | 2,207 | $664.7K | 0.37% | +39+1.8% | Added |
| Archetype Wealth Partners | 2,212 | $666.0K | 0.11% | +467+26.8% | Added |
| Mirador Capital Partners LP | 2,214 | $666.8K | 0.13% | −28−1.2% | Reduced |
| Investors Research Corp | 2,217 | $667.7K | 0.16% | −1,669−42.9% | Reduced |
| Vienna Asset Management LLC | 2,085 | $668.3K | 0.61% | +2,085 | New |
| Callan Capital, LLC | 2,222 | $669.2K | 0.06% | +640+40.5% | Added |
| Proficio Capital Partners LLC | 2,232 | $672.3K | 0.07% | +261+13.2% | Added |
| Ausdal Financial Partners, Inc. | 2,233 | $672.5K | 0.08% | +237+11.9% | Added |
| Trueblood Wealth Management, LLC | 2,233 | $672.5K | 0.39% | +450+25.2% | Added |
| Telos Capital Management, Inc. | 2,240 | $674.6K | 0.08% | −228−9.2% | Reduced |
| New World Advisors LLC | 2,242 | $675.2K | 0.20% | −7−0.3% | Reduced |
| IVC Wealth Advisors LLC | 2,245 | $676.1K | 0.39% | −47−2.1% | Reduced |
| Virtue Capital Management, LLC | 2,294 | $679.1K | 0.12% | – | – |
| Fox Run Management, L.L.C. | 2,256 | $679.5K | 0.15% | +2,256 | New |
| Aprio Wealth Management, LLC | 2,263 | $681.6K | 0.13% | +598+35.9% | Added |
| Pine Haven Investment Counsel, Inc | 2,279 | $686.4K | 0.60% | +40+1.8% | Added |
| Meridian Investment Counsel Inc. | 2,280 | $686.7K | 0.23% | +170+8.1% | Added |
| Regent Peak Wealth Advisors LLC | 2,281 | $687.0K | 0.17% | −94−4.0% | Reduced |
| Avalon Trust Co | 2,281 | $687.0K | 0.06% | 00.0% | Unchanged |
| WBH Advisory Inc | 2,292 | $690.4K | 0.07% | +130+6.0% | Added |
| Vivid Wealth Management, LLC | 2,295 | $691.2K | 0.43% | +208+10.0% | Added |
| BluePath Capital Management, LLC | 2,298 | $692.1K | 0.53% | +279+13.8% | Added |
| Parkside Advisors LLC | 2,299 | $693.3K | 0.18% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 2,304 | $693.9K | 0.07% | −100−4.2% | Reduced |
| 626 Financial, LLC | 2,313 | $696.6K | 0.42% | −345−13.0% | Reduced |
| Perfromance Wealth Partners, LLC | 2,319 | $698.4K | 0.03% | −45−1.9% | Reduced |
| Sonoma Private Wealth LLC | 2,322 | $699.3K | 1.13% | −78−3.3% | Reduced |
| Brio Consultants, LLC | 2,332 | $702.4K | 0.12% | +348+17.5% | Added |
| Quest Partners LLC | 2,337 | $703.9K | 0.12% | +2,337 | New |
| AlphaStar Capital Management, LLC | 2,341 | $705.1K | 0.07% | +2,341 | New |
| Garden State Investment Advisory Services LLC | 2,341 | $706.8K | 0.26% | −266−10.2% | Reduced |
| St. Clair Advisors, LLC | 2,347 | $706.9K | 0.23% | +200+9.3% | Added |
| Financial Advisory Service, Inc. | 2,348 | $707.2K | 0.06% | −181−7.2% | Reduced |
| Studio Investment Management LLC | 2,348 | $708.1K | 0.17% | +120+5.4% | Added |
| Childress Capital Advisors, LLC | 2,352 | $708.4K | 0.21% | +90+4.0% | Added |
| Insigneo Advisory Services, LLC | 2,351 | $708.8K | 0.08% | −8,239−77.8% | Reduced |
| Abbot Financial Management, Inc. | 2,368 | $713.2K | 0.39% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,368 | $713.2K | 0.48% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 2,374 | $715.0K | 0.49% | −17−0.7% | Reduced |
| Kozak & Associates, Inc. | 2,515 | $716.1K | 0.19% | +3+0.1% | Added |
| Blue Fin Capital, Inc. | 2,381 | $717.1K | 0.16% | +31+1.3% | Added |
| Sierra Capital LLC | 2,390 | $720.0K | 0.09% | +2,390 | New |
| Investment House LLC | 2,393 | $720.7K | 0.04% | +100+4.4% | Added |
| Kensington Investment Counsel, LLC | 2,403 | $723.7K | 0.33% | +177+8.0% | Added |
| Intrua Financial, LLC | 2,406 | $724.6K | 0.11% | +337+16.3% | Added |
| Custom Index Systems, LLC | 2,414 | $727.0K | 0.41% | +169+7.5% | Added |
| Prentice Wealth Management LLC | 2,416 | $727.7K | 0.25% | +122+5.3% | Added |
| Cim Investment Mangement Inc | 2,425 | $730.4K | 0.22% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,425 | $730.4K | 0.05% | +2,425 | New |
| Headinvest, LLC | 2,429 | $731.6K | 0.14% | −21−0.9% | Reduced |
| Castleview Partners, LLC | 2,430 | $731.9K | 0.41% | +21+0.9% | Added |
| Catalina Capital Group, LLC | 2,433 | $732.8K | 0.31% | +1,625+201.1% | Added |
| Eads & Heald Wealth Management | 2,434 | $733.0K | 0.34% | +553+29.4% | Added |
| Gries Financial LLC | 2,441 | $735.2K | 0.12% | +826+51.1% | Added |
| Motiv8 Investments LLC | 2,448 | $737.3K | 0.57% | +409+20.1% | Added |
| Driehaus Capital Management LLC | 2,449 | $737.6K | 0.01% | −396−13.9% | Reduced |
| AdvisorNet Financial, Inc | 2,450 | $737.9K | 0.07% | −406−14.2% | Reduced |
| Tyche Wealth Partners LLC | 2,470 | $743.9K | 0.18% | −86−3.4% | Reduced |
| Beaumont Financial Advisors, LLC | 2,470 | $743.9K | 0.06% | −51−2.0% | Reduced |
| OneAscent Financial Services LLC | 2,471 | $745.0K | 0.08% | −100−3.9% | Reduced |
| Apollon Financial, LLC | 2,478 | $746.3K | 0.26% | −85−3.3% | Reduced |
| Kuhn & Co Investment Counsel | 2,481 | $747.2K | 0.70% | 00.0% | Unchanged |
| Solstein Capital, LLC | 2,487 | $749.0K | 0.52% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,515 | $757.5K | 0.06% | +1,188+89.5% | Added |
| Onefund, LLC | 2,511 | $759.0K | 0.91% | −63−2.4% | Reduced |
| Janney Capital Management LLC | 2,519 | $759.0K | 0.05% | −469−15.7% | Reduced |
| Sivia Capital Partners, LLC | 2,521 | $759.3K | 0.52% | −21−0.8% | Reduced |
| Burford Brothers, Inc. | 2,533 | $762.9K | 0.50% | +172+7.3% | Added |
| GFG Capital, LLC | 2,533 | $763.0K | 0.20% | −662−20.7% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 2,534 | $763.2K | 0.55% | −50−1.9% | Reduced |
| Johnson Financial Group, Inc. | 2,532 | $763.5K | 0.04% | −208−7.6% | Reduced |
| Weaver Capital Management LLC | 2,536 | $763.8K | 0.26% | +62+2.5% | Added |
| Drive Wealth Management, LLC | 2,536 | $764.7K | 0.21% | −115−4.3% | Reduced |
| Financial Advisory Corp | 2,539 | $765.0K | 0.31% | +147+6.1% | Added |
| Key Financial Inc | 2,547 | $767.1K | 0.20% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 2,549 | $767.6K | 0.16% | +48+1.9% | Added |
| Inscription Capital, LLC | 2,553 | $768.9K | 0.13% | +320+14.3% | Added |
| Relative Value Partners Group, LLC | 2,742 | $770.7K | 0.05% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 2,563 | $772.0K | 0.06% | +99+4.0% | Added |
| Angeles Investment Advisors, LLC | 2,562 | $772.4K | 0.04% | +348+15.7% | Added |
| IAM Advisory, LLC | 2,565 | $772.5K | 0.21% | +51+2.0% | Added |
| Sunflower Bank, N.A. | 2,572 | $774.6K | 0.17% | −35−1.3% | Reduced |
| Copperwynd Financial, LLC | 2,598 | $782.5K | 0.28% | +112+4.5% | Added |
| Mill Creek Capital Advisors, LLC | 2,599 | $782.8K | 0.02% | +13+0.5% | Added |
| Interchange Capital Partners, LLC | 2,584 | $785.2K | 0.53% | −255−9.0% | Reduced |
| Semmax Financial Advisors Inc. | 2,848 | $790.5K | 0.26% | +304+11.9% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,634 | $793.2K | 0.14% | −12−0.5% | Reduced |
| Hartline Investment Corp | 2,634 | $793.2K | 0.14% | +2,634 | New |
| Wealth Alliance Advisory Group, LLC | 2,635 | $793.6K | 0.18% | +8+0.3% | Added |
| Delap Wealth Advisory, LLC | 2,637 | $794.2K | 0.32% | +1,563+145.5% | Added |