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 |
|---|---|---|---|---|---|
| Alpine Woods Capital Investors, LLC | 4,600 | $1.24M | 0.25% | −6,400−58.2% | Reduced |
| Focus Financial Network, Inc. | 4,557 | $1.24M | 0.06% | +4,557 | New |
| Bordeaux Wealth Advisors LLC | 4,118 | $1.24M | 0.41% | −396−8.8% | Reduced |
| Secure Asset Management, LLC | 4,160 | $1.25M | 0.29% | −1,334−24.3% | Reduced |
| Jmac Enterprises LLC | 4,160 | $1.25M | 0.23% | +29+0.7% | Added |
| Bowman & Co S.C. | 4,165 | $1.25M | 0.76% | +11+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 4,167 | $1.26M | 0.02% | +1,943+87.4% | Added |
| HF Advisory Group, LLC | 4,179 | $1.26M | 0.70% | +519+14.2% | Added |
| Main Street Financial Solutions, LLC | 4,179 | $1.26M | 0.13% | +2,699+182.4% | Added |
| HM Payson & Co | 4,180 | $1.26M | 0.02% | −433−9.4% | Reduced |
| Bank of Hawaii | 4,180 | $1.26M | 0.06% | +875+26.5% | Added |
| Eqis Capital Management, Inc. | 4,199 | $1.26M | 0.10% | +10+0.2% | Added |
| Financial Insights, Inc. | 4,205 | $1.27M | 0.35% | +5+0.1% | Added |
| Consilium Wealth Advisory, LLC | 4,209 | $1.27M | 0.71% | +231+5.8% | Added |
| Cove Private Wealth, LLC | 4,225 | $1.27M | 1.09% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 4,234 | $1.28M | 0.49% | −272−6.0% | Reduced |
| Angeles Wealth Management, LLC | 4,238 | $1.28M | 0.13% | +530+14.3% | Added |
| Duality Advisers, LP | 4,249 | $1.28M | 0.13% | +4,249 | New |
| Simon Quick Advisors, LLC | 4,250 | $1.28M | 0.10% | +1,242+41.3% | Added |
| Advisors Capital Management, LLC | 4,268 | $1.28M | 0.02% | +574+15.5% | Added |
| NorthStar Asset Management LLC | 4,273 | $1.29M | 0.98% | +246+6.1% | Added |
| AlphaCore Capital LLC | 4,276 | $1.29M | 0.34% | +389+10.0% | Added |
| Choate Investment Advisors | 4,282 | $1.29M | 0.03% | −6,957−61.9% | Reduced |
| PDS Planning, Inc | 4,295 | $1.29M | 0.14% | +133+3.2% | Added |
| CIC Wealth, LLC | 4,314 | $1.30M | 0.38% | −47−1.1% | Reduced |
| Embree Financial Group | 4,317 | $1.30M | 0.26% | −421−8.9% | Reduced |
| SageView Advisory Group, LLC | 3,063 | $1.30M | 0.08% | −6,449−67.8% | Reduced |
| Coastal Investment Advisors, Inc. | 4,330 | $1.30M | 0.27% | +563+14.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,330 | $1.30M | 0.18% | +3,015+229.3% | Added |
| Vista Wealth Management Group, LLC | 4,334 | $1.31M | 0.10% | −133−3.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,340 | $1.31M | 0.55% | −625−12.6% | Reduced |
| Michael B. Yongue | 4,341 | $1.31M | 1.15% | −294−6.3% | Reduced |
| Arrowroot Family Office, LLC | 4,353 | $1.31M | 0.84% | −146−3.2% | Reduced |
| Valley Brook Capital Group | 4,354 | $1.31M | 1.05% | +300+7.4% | Added |
| Everhart Financial Group, Inc. | 4,374 | $1.32M | 0.38% | +566+14.9% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,375 | $1.32M | 0.34% | −1,350−23.6% | Reduced |
| Smartleaf Asset Management LLC | 4,374 | $1.32M | 0.25% | +1,319+43.2% | Added |
| ISAM Funds (UK) Ltd | 4,378 | $1.32M | 0.75% | −1,170−21.1% | Reduced |
| Element Capital Management LLC | 4,416 | $1.33M | 0.88% | +4,416 | New |
| Sumitomo Mitsui Financial Group, Inc. | 4,431 | $1.33M | 0.04% | +4,431 | New |
| MWA Asset Management | 4,432 | $1.33M | 0.97% | +67+1.5% | Added |
| Catalyst Financial Partners LLC | 4,837 | $1.34M | 0.34% | +326+7.2% | Added |
| Dudley Capital Management, LLC | 4,428 | $1.34M | 0.78% | +35+0.8% | Added |
| Bank Ozk | 4,445 | $1.34M | 0.60% | −114−2.5% | Reduced |
| PEAK6 Investments LLC | 4,456 | $1.34M | 0.07% | +4,454+222,700.0% | Added |
| Nabity-Jensen Investment Management Inc | 4,476 | $1.35M | 1.11% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 4,476 | $1.35M | 0.39% | +367+8.9% | Added |
| Guerra Pan Advisors, LLC | 4,478 | $1.35M | 1.25% | −570−11.3% | Reduced |
| Monetta Financial Services Inc | 4,500 | $1.36M | 1.22% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 4,500 | $1.36M | 0.20% | +2,500+125.0% | Added |
| Occidental Asset Management, LLC | 4,504 | $1.36M | 0.25% | −353−7.3% | Reduced |
| Coastwise Capital Group, LLC | 4,505 | $1.36M | 1.26% | −400−8.2% | Reduced |
| Laffer Tengler Investments | 4,506 | $1.36M | 0.35% | −1,692−27.3% | Reduced |
| Finivi Inc. | 4,521 | $1.36M | 1.23% | +140+3.2% | Added |
| Etesian Wealth Advisors, Inc. | 4,531 | $1.36M | 0.78% | −327−6.7% | Reduced |
| First United Bank Trust | 4,532 | $1.36M | 0.51% | +10+0.2% | Added |
| Belpointe Asset Management LLC | 4,538 | $1.37M | 0.10% | −464−9.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 4,555 | $1.37M | 0.88% | −95−2.0% | Reduced |
| Ayrshire Capital Management LLC | 4,556 | $1.37M | 0.74% | −192−4.0% | Reduced |
| Koss-Olinger Consulting, LLC | 4,556 | $1.37M | 0.74% | +3,020+196.6% | Added |
| Convergence Investment Partners, LLC | 4,558 | $1.37M | 0.53% | +1,266+38.5% | Added |
| Qsemble Capital Management, LP | 4,570 | $1.38M | 0.30% | −8,470−65.0% | Reduced |
| Gardner Lewis Asset Management L P | 4,575 | $1.38M | 0.41% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 4,675 | $1.38M | 0.53% | −41−0.9% | Reduced |
| Cornerstone Wealth Management, LLC | 4,602 | $1.39M | 0.11% | −111−2.4% | Reduced |
| Aldebaran Financial Inc. | 4,614 | $1.39M | 2.08% | −265−5.4% | Reduced |
| GAMMA Investing LLC | 4,654 | $1.40M | 0.29% | +493+11.8% | Added |
| Glenview Trust Co | 4,659 | $1.40M | 0.03% | +163+3.6% | Added |
| Granger Management LLC | 4,658 | $1.40M | 0.28% | +351+8.1% | Added |
| Ascension Asset Management LLC | 4,715 | $1.42M | 0.77% | +4,715 | New |
| Westside Investment Management, Inc. | 4,712 | $1.42M | 0.34% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 4,717 | $1.42M | 0.33% | +23+0.5% | Added |
| Cornerstone National Bank & Trust Co | 4,721 | $1.42M | 0.72% | −580−10.9% | Reduced |
| Deltec Asset Management LLC | 4,750 | $1.43M | 0.28% | −2,550−34.9% | Reduced |
| Hilltop Holdings Inc. | 4,751 | $1.43M | 0.16% | +355+8.1% | Added |
| Ellevest, Inc. | 4,754 | $1.43M | 0.09% | +180+3.9% | Added |
| Western Pacific Wealth Management, LP | 4,774 | $1.44M | 1.04% | +178+3.9% | Added |
| Mainstay Capital Management LLC | 4,790 | $1.44M | 0.27% | −676−12.4% | Reduced |
| Davenport & Co LLC | 4,794 | $1.44M | 0.01% | +216+4.7% | Added |
| Quotient Wealth Partners, LLC | 4,798 | $1.44M | 0.05% | +174+3.8% | Added |
| Orion Capital Management LLC | 4,815 | $1.45M | 0.77% | +145+3.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,853 | $1.46M | 0.03% | −419−7.9% | Reduced |
| Navellier & Associates Inc | 4,855 | $1.46M | 0.18% | 00.0% | Unchanged |
| Geneva Partners, LLC | 4,858 | $1.46M | 0.65% | +778+19.1% | Added |
| Stamos Capital Partners, L.P. | 4,860 | $1.46M | 0.33% | −1,000−17.1% | Reduced |
| Inceptionr LLC | 4,871 | $1.47M | 0.38% | +2,790+134.1% | Added |
| Legacy Bridge, LLC | 4,923 | $1.48M | 0.87% | −51−1.0% | Reduced |
| Chemistry Wealth Management LLC | 4,926 | $1.48M | 0.40% | +670+15.7% | Added |
| TLWM | 4,934 | $1.49M | 0.33% | −1,879−27.6% | Reduced |
| Sargent Investment Group, LLC | 4,937 | $1.49M | 0.33% | +41+0.8% | Added |
| Country Club Bank | 4,942 | $1.49M | 0.11% | −105−2.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,945 | $1.49M | 0.42% | +21+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,946 | $1.49M | 0.22% | +38+0.8% | Added |
| Brown, Lisle/Cummings, Inc. | 4,979 | $1.50M | 0.51% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 4,983 | $1.50M | 0.83% | −355−6.7% | Reduced |
| Strategic Investment Advisors | 4,993 | $1.50M | 0.19% | +39+0.8% | Added |
| Americana Partners, LLC | 4,997 | $1.50M | 0.13% | +313+6.7% | Added |
| Argent Advisors, Inc. | 5,000 | $1.51M | 0.60% | −70−1.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 5,005 | $1.51M | 0.23% | +279+5.9% | Added |
| Signal Advisors Wealth, LLC | 5,031 | $1.52M | 0.38% | +783+18.4% | Added |