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 |
|---|---|---|---|---|---|
| JT Stratford LLC | 2,641 | $795.4K | 0.16% | +936+54.9% | Added |
| WESPAC Advisors SoCal, LLC | 2,657 | $800.2K | 0.21% | +290+12.3% | Added |
| Hill Island Financial LLC | 2,659 | $800.8K | 0.26% | −88−3.2% | Reduced |
| MONECO Advisors, LLC | 2,659 | $800.8K | 0.13% | +255+10.6% | Added |
| Naples Global Advisors, LLC | 2,656 | $801.0K | 0.08% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2,664 | $802.3K | 0.26% | +864+48.0% | Added |
| Appleton Partners Inc | 2,669 | $804.0K | 0.06% | −130−4.6% | Reduced |
| Global Trust Asset Management, LLC | 2,670 | $804.1K | 0.33% | +770+40.5% | Added |
| Kapstone Financial Advisors LLC | 2,671 | $804.5K | 0.55% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 2,674 | $805.4K | 0.09% | −110−4.0% | Reduced |
| Malaga Cove Capital, LLC | 2,683 | $808.1K | 0.33% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,690 | $810.2K | 0.70% | +18+0.7% | Added |
| Alta Advisers Ltd | 2,700 | $813.2K | 0.40% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 2,714 | $817.4K | 0.74% | +2,714 | New |
| Seaport Global Advisors, LLC | 2,715 | $817.7K | 1.66% | +704+35.0% | Added |
| Cutler Group LP | 2,734 | $823.0K | 0.42% | −1,222−30.9% | Reduced |
| Virtus ETF Advisers LLC | 2,736 | $824.0K | 0.44% | −159−5.5% | Reduced |
| Continuum Advisory, LLC | 3,015 | $829.6K | 0.12% | −208−6.5% | Reduced |
| Jefferies Financial Group Inc. | 2,757 | $830.4K | 0.02% | −30,300−91.7% | Reduced |
| First Citizens Bank & Trust Co | 2,760 | $831.3K | 0.02% | +213+8.4% | Added |
| Aviso Wealth Management | 2,773 | $835.2K | 0.53% | −268−8.8% | Reduced |
| Guardian Capital Advisors LP | 3,030 | $837.3K | 0.09% | −612−16.8% | Reduced |
| Vise Technologies, Inc. | 2,780 | $837.3K | 0.16% | +152+5.8% | Added |
| Osterweis Capital Management Inc | 2,795 | $841.8K | 0.05% | −103−3.6% | Reduced |
| Valley National Advisers Inc | 2,798 | $842.0K | 0.13% | +335+13.6% | Added |
| Probity Advisors, Inc. | 2,804 | $844.5K | 0.17% | −99−3.4% | Reduced |
| EPIQ Capital Group, LLC | 2,815 | $849.0K | 0.34% | −23−0.8% | Reduced |
| TFG Advisers LLC | 2,820 | $849.3K | 0.33% | −52−1.8% | Reduced |
| Austin Private Wealth, LLC | 2,791 | $850.5K | 0.10% | +655+30.7% | Added |
| Jackson Creek Investment Advisors LLC | 2,827 | $851.0K | 0.30% | −119−4.0% | Reduced |
| Mathes Company, Inc. | 2,825 | $851.0K | 0.32% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 2,839 | $855.1K | 0.38% | +739+35.2% | Added |
| Essex Financial Services, Inc. | 2,848 | $857.8K | 0.08% | +606+27.0% | Added |
| Virtu Financial LLC | 2,853 | $859.0K | 0.07% | +2,853 | New |
| McGlone Suttner Wealth Management, Inc. | 2,856 | $860.3K | 0.16% | +211+8.0% | Added |
| My Legacy Advisors, LLC | 2,860 | $861.4K | 0.29% | +558+24.2% | Added |
| Strait & Sound Wealth Management LLC | 2,883 | $862.5K | 0.48% | +91+3.3% | Added |
| Scientech Research LLC | 2,870 | $864.4K | 0.46% | +2,870 | New |
| Blodgett Wealth Advisors, LLC | 2,892 | $871.0K | 0.79% | +112+4.0% | Added |
| Icapital Wealth LLC | 2,909 | $876.1K | 0.52% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 3,154 | $877.7K | 0.76% | +3,154 | New |
| Fayez Sarofim & Co | 2,917 | $878.5K | 0.00% | −85−2.8% | Reduced |
| Cascade Investment Group, Inc. | 2,920 | $879.4K | 0.66% | −400−12.0% | Reduced |
| Bienville Capital Management, LLC | 2,924 | $881.8K | 0.27% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,926 | $882.0K | 0.53% | +2+0.1% | Added |
| Alpha Family Trust | 2,935 | $884.0K | 0.53% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,940 | $885.5K | 0.30% | +400+15.7% | Added |
| Midland Wealth Advisors LLC | 2,945 | $887.0K | 0.05% | −227−7.2% | Reduced |
| 17 Capital Partners, LLC | 2,946 | $887.3K | 0.66% | −535−15.4% | Reduced |
| Tradewinds, LLC. | 3,378 | $888.8K | 0.79% | +3,378 | New |
| Marcum Wealth, LLC | 2,956 | $890.3K | 0.09% | +294+11.0% | Added |
| S&CO Inc | 2,971 | $894.0K | 0.06% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,974 | $895.7K | 0.35% | +32+1.1% | Added |
| V2 Financial group LLC | 2,990 | $900.5K | 0.61% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,000 | $903.5K | 0.25% | +3,000 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 3,003 | $904.4K | 0.10% | +70+2.4% | Added |
| Avitas Wealth Management LLC | 3,008 | $905.9K | 0.14% | −40−1.3% | Reduced |
| Ancora Advisors, LLC | 3,016 | $908.3K | 0.02% | +27+0.9% | Added |
| Wealth Advisors of Iowa, LLC | 3,019 | $909.3K | 0.55% | −1,825−37.7% | Reduced |
| Global Endowment Management, LP | 3,030 | $912.6K | 0.10% | −6,559−68.4% | Reduced |
| Corvex Management LP | 3,032 | $913.2K | 0.05% | 00.0% | Unchanged |
| Congress Park Capital LLC | 3,035 | $914.1K | 0.40% | −495−14.0% | Reduced |
| Quent Capital, LLC | 3,076 | $926.4K | 0.11% | +114+3.8% | Added |
| ARS Wealth Advisors Group, LLC | 3,077 | $926.7K | 0.13% | −109−3.4% | Reduced |
| Bullock Wealth Management Group | 3,072 | $928.6K | 0.62% | +3,072 | New |
| Credential Qtrade Securities Inc. | 3,095 | $932.2K | 0.05% | −321−9.4% | Reduced |
| Fort Point Capital Partners LLC | 3,099 | $933.4K | 0.13% | +81+2.7% | Added |
| Principal Street Partners, LLC | 3,173 | $938.2K | 0.18% | +126+4.1% | Added |
| Davis R M Inc | 3,144 | $946.9K | 0.02% | +31+1.0% | Added |
| Capital Management Associates | 3,150 | $948.7K | 1.13% | −350−10.0% | Reduced |
| Harbour Investments, Inc. | 3,158 | $951.1K | 0.03% | +89+2.9% | Added |
| Parkside Financial Bank & Trust | 3,160 | $951.7K | 0.15% | +210+7.1% | Added |
| Gryphon Financial Partners LLC | 3,161 | $952.1K | 0.16% | −799−20.2% | Reduced |
| Dover Advisors, LLC | 3,176 | $956.5K | 0.66% | +1,106+53.4% | Added |
| Smithfield Trust Co | 3,159 | $957.0K | 0.05% | +166+5.5% | Added |
| FLC Capital Advisors | 3,200 | $963.8K | 0.24% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 3,201 | $964.1K | 0.07% | −79−2.4% | Reduced |
| BSW Wealth Partners | 3,210 | $966.8K | 0.16% | +84+2.7% | Added |
| Zhang Financial LLC | 3,213 | $967.7K | 0.07% | +1,807+128.5% | Added |
| Coppell Advisory Solutions Corp. | 3,215 | $968.3K | 0.18% | +3,215 | New |
| Atlanta Consulting Group Advisors, LLC | 3,216 | $968.6K | 0.33% | +3,216 | New |
| Stock Yards Bank & Trust Co | 3,221 | $970.1K | 0.03% | −533−14.2% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,223 | $970.7K | 0.68% | +146+4.7% | Added |
| Advisor Resource Council | 3,693 | $971.8K | 0.41% | −5,110−58.0% | Reduced |
| American National Bank | 3,228 | $972.2K | 0.13% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 3,514 | $972.7K | 0.30% | +3,514 | New |
| Resonant Capital Advisors, LLC | 3,226 | $972.9K | 0.08% | +1,585+96.6% | Added |
| First National Bank | 3,234 | $974.0K | 0.74% | −106−3.2% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,242 | $976.4K | 0.58% | +90+2.9% | Added |
| Founders Financial Securities LLC | 3,257 | $980.9K | 0.10% | +60+1.9% | Added |
| Roberts Capital Advisors, LLC | 3,262 | $982.4K | 0.94% | +3,262 | New |
| L2 Asset Management, LLC | 3,264 | $983.1K | 0.32% | +196+6.4% | Added |
| Viawealth, LLC | 3,274 | $986.1K | 0.62% | −15−0.5% | Reduced |
| ASB Consultores, LLC | 3,287 | $990.0K | 0.26% | +2,443+289.5% | Added |
| Formidable Asset Management, LLC | 3,300 | $993.9K | 0.16% | +2,009+155.6% | Added |
| Fortitude Advisory Group L.L.C. | 3,303 | $994.8K | 0.56% | −830−20.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,303 | $994.8K | 0.03% | −135−3.9% | Reduced |
| Kraematon Investment Advisors, Inc | 3,306 | $995.7K | 1.00% | −110−3.2% | Reduced |
| Baron Wealth Management LLC | 3,307 | $996.0K | 0.53% | +329+11.0% | Added |
| Terry L. Blaker | 3,308 | $996.3K | 0.07% | +2,174+191.7% | Added |