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 |
|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 3,340 | $1.01M | 0.05% | +639+23.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,344 | $1.01M | 0.16% | +95+2.9% | Added |
| XML Financial, LLC | 3,348 | $1.01M | 0.10% | +14+0.4% | Added |
| Sheets Smith Wealth Management | 3,351 | $1.01M | 0.11% | +871+35.1% | Added |
| Calamos Wealth Management LLC | 3,354 | $1.01M | 0.06% | −20−0.6% | Reduced |
| Valmark Advisers, Inc. | 3,360 | $1.01M | 0.02% | +1,170+53.4% | Added |
| Milestone Asset Management, LLC | 3,369 | $1.01M | 0.29% | +2,555+313.9% | Added |
| DRW Securities, LLC | 3,388 | $1.02M | 0.06% | −1,184−25.9% | Reduced |
| Symmetry Partners, LLC | 3,397 | $1.02M | 0.08% | 00.0% | Unchanged |
| Allstate Corp | 3,403 | $1.02M | 0.07% | −36−1.0% | Reduced |
| Ironwood Investment Counsel, LLC | 3,425 | $1.03M | 0.18% | −184−5.1% | Reduced |
| CFO4Life Group, LLC | 3,430 | $1.03M | 0.19% | −179−5.0% | Reduced |
| Sage Mountain Advisors LLC | 3,431 | $1.03M | 0.11% | +557+19.4% | Added |
| Tectonic Advisors LLC | 3,450 | $1.04M | 0.08% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 3,462 | $1.04M | 0.46% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 3,465 | $1.04M | 0.05% | −100−2.8% | Reduced |
| Mayflower Financial Advisors, LLC | 3,482 | $1.05M | 0.18% | +71+2.1% | Added |
| Aspire Private Capital, LLC | 3,484 | $1.05M | 0.28% | +461+15.2% | Added |
| First Commonwealth Financial Corp | 3,487 | $1.05M | 0.28% | +3,487 | New |
| Haverford Trust Co | 3,512 | $1.06M | 0.01% | +775+28.3% | Added |
| Sherbrooke Park Advisers LLC | 3,513 | $1.06M | 0.21% | +3,513 | New |
| Anchor Investment Management, LLC | 3,514 | $1.06M | 0.11% | +97+2.8% | Added |
| Hillsdale Investment Management Inc. | 3,515 | $1.06M | 0.08% | −850−19.5% | Reduced |
| Magnolia Capital Advisors LLC | 3,925 | $1.06M | 0.89% | +656+20.1% | Added |
| Sterling Investment Counsel, LLC | 3,560 | $1.07M | 0.50% | +172+5.1% | Added |
| Sky Investment Group LLC | 3,561 | $1.07M | 0.21% | −25−0.7% | Reduced |
| Intact Investment Management Inc. | 3,570 | $1.08M | 0.04% | −1,300−26.7% | Reduced |
| Altfest L J & Co Inc | 3,580 | $1.08M | 0.16% | −1,766−33.0% | Reduced |
| Lokken Investment Group LLC | 3,593 | $1.08M | 0.54% | −16−0.4% | Reduced |
| Old Well Partners, LLC | 3,600 | $1.08M | 0.97% | −1,600−30.8% | Reduced |
| Brown Capital Management LLC | 3,601 | $1.08M | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 3,603 | $1.09M | 0.01% | −47,876−93.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,609 | $1.09M | 0.10% | +1,258+53.5% | Added |
| Ipswich Investment Management Co., Inc. | 3,609 | $1.09M | 0.25% | +50+1.4% | Added |
| Leo Wealth, LLC | 3,604 | $1.09M | 0.11% | +780+27.6% | Added |
| Maven Securities LTD | 3,618 | $1.09M | 0.06% | −446−11.0% | Reduced |
| Glen Eagle Advisors, LLC | 3,628 | $1.09M | 0.21% | +13+0.4% | Added |
| Greystone Financial Group, LLC | 3,636 | $1.10M | 0.22% | +542+17.5% | Added |
| Perennial Investment Advisors, LLC | 3,644 | $1.10M | 0.17% | +188+5.4% | Added |
| Unique Wealth, LLC | 3,646 | $1.10M | 0.31% | +2,097+135.4% | Added |
| Capital Advisors Wealth Management, LLC | 3,653 | $1.10M | 0.23% | +469+14.7% | Added |
| Key Client Fiduciary Advisors, LLC | 3,653 | $1.10M | 0.58% | +3,653 | New |
| KWB Wealth | 3,656 | $1.10M | 0.15% | −89−2.4% | Reduced |
| Curbstone Financial Management Corp | 3,666 | $1.10M | 0.24% | −50−1.3% | Reduced |
| Steward Partners Investment Solutions, LLC | 3,667 | $1.10M | 0.19% | +19+0.5% | Added |
| Meridian Financial Partners LLC | 3,985 | $1.10M | 1.42% | −50−1.2% | Reduced |
| Gen-Wealth Partners Inc | 3,685 | $1.11M | 0.55% | +3,685 | New |
| Park Edge Advisors, LLC | 3,686 | $1.11M | 0.31% | +1,045+39.6% | Added |
| New Century Financial Group, LLC | 3,695 | $1.11M | 0.77% | +582+18.7% | Added |
| LMG Wealth Partners, LLC | 3,699 | $1.11M | 0.28% | +3,699 | New |
| Shariaportfolio, Inc. | 3,700 | $1.11M | 0.64% | +510+16.0% | Added |
| Seed Wealth Management, Inc. | 3,690 | $1.12M | 1.07% | +40+1.1% | Added |
| Riverview Trust Co | 3,706 | $1.12M | 0.86% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 3,714 | $1.12M | 0.44% | +1,314+54.8% | Added |
| Bond & Devick Financial Network, Inc. | 3,721 | $1.12M | 0.61% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 3,746 | $1.12M | 0.41% | −32−0.8% | Reduced |
| Csenge Advisory Group | 3,736 | $1.13M | 0.06% | +387+11.6% | Added |
| Salem Investment Counselors Inc | 3,739 | $1.13M | 0.04% | −12−0.3% | Reduced |
| Paradigm Asset Management Co LLC | 3,750 | $1.13M | 0.29% | −1,200−24.2% | Reduced |
| Argus Investors' Counsel, Inc. | 3,777 | $1.14M | 0.70% | +46+1.2% | Added |
| Augustine Asset Management Inc | 3,797 | $1.14M | 0.48% | −40−1.0% | Reduced |
| LCM Capital Management Inc | 3,797 | $1.14M | 0.74% | −4−0.1% | Reduced |
| Central Bank & Trust Co | 3,799 | $1.14M | 0.16% | +1,267+50.0% | Added |
| Delta Financial Advisors LLC | 3,808 | $1.15M | 0.45% | +575+17.8% | Added |
| Octavia Wealth Advisors, LLC | 3,805 | $1.15M | 0.17% | −1,066−21.9% | Reduced |
| Oder Investment Management, LLC | 3,811 | $1.15M | 1.07% | −9−0.2% | Reduced |
| Two Sigma Securities, LLC | 3,855 | $1.16M | 0.06% | −25,325−86.8% | Reduced |
| Platinum Investment Management Ltd | 3,862 | $1.16M | 0.05% | +3,862 | New |
| DB Fitzpatrick & Co, Inc | 3,884 | $1.17M | 1.07% | −1,125−22.5% | Reduced |
| Blueprint Investment Partners LLC | 3,887 | $1.17M | 0.23% | +811+26.4% | Added |
| Foguth Wealth Management, LLC. | 3,887 | $1.17M | 0.63% | +3,887 | New |
| BFSG, LLC | 3,890 | $1.17M | 0.15% | −176−4.3% | Reduced |
| Byrne Asset Management LLC | 3,891 | $1.17M | 0.81% | +187+5.0% | Added |
| Moseley Investment Management Inc | 3,903 | $1.18M | 0.58% | −258−6.2% | Reduced |
| Prudent Man Advisors, LLC | 3,911 | $1.18M | 0.44% | −594−13.2% | Reduced |
| Unique Wealth Strategies, LLC | 3,915 | $1.18M | 0.58% | +446+12.9% | Added |
| Essex Savings Bank | 4,482 | $1.18M | 0.34% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 3,922 | $1.18M | 0.11% | +2,301+141.9% | Added |
| Signature Wealth Management Group | 4,369 | $1.18M | 0.54% | +279+6.8% | Added |
| Woodward Diversified Capital, LLC | 3,925 | $1.18M | 0.74% | +3,110+381.6% | Added |
| Paragon Private Wealth Management, LLC | 3,936 | $1.19M | 0.71% | +281+7.7% | Added |
| Community Bank & Trust, Waco, Texas | 3,953 | $1.19M | 0.29% | +41+1.0% | Added |
| Lebenthal Global Advisors, LLC | 3,977 | $1.20M | 0.27% | +423+11.9% | Added |
| Raelipskie Partnership | 3,984 | $1.20M | 0.68% | −160−3.9% | Reduced |
| Value Star Asset Management (Hong Kong) Ltd | 4,000 | $1.20M | 0.42% | +4,000 | New |
| Highlander Capital Management, LLC | 4,020 | $1.21M | 0.41% | −822−17.0% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,031 | $1.21M | 0.32% | +7+0.2% | Added |
| Investment Partners Asset Management, Inc. | 4,035 | $1.22M | 1.10% | −62−1.5% | Reduced |
| Romano Brothers and Company | 4,039 | $1.22M | 0.17% | −90−2.2% | Reduced |
| Monetary Management Group Inc | 4,040 | $1.22M | 0.34% | +1,765+77.6% | Added |
| Sage Rhino Capital LLC | 4,042 | $1.22M | 0.29% | −77−1.9% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,050 | $1.22M | 0.84% | −1,813−30.9% | Reduced |
| Marietta Investment Partners LLC | 4,056 | $1.22M | 0.27% | +4,056 | New |
| Diligent Investors, LLC | 4,061 | $1.22M | 0.31% | −160−3.8% | Reduced |
| Texas Yale Capital Corp. | 4,062 | $1.22M | 0.05% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 4,062 | $1.22M | 0.03% | +621+18.0% | Added |
| Wallace Advisory Group, LLC | 4,653 | $1.22M | 0.92% | −62−1.3% | Reduced |
| 1st Source Bank | 4,073 | $1.23M | 0.07% | −25−0.6% | Reduced |
| Claro Advisors LLC | 4,092 | $1.23M | 0.21% | +192+4.9% | Added |
| BTG Pactual Global Asset Management Ltd | 4,097 | $1.23M | 0.39% | +4,097 | New |