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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Long Beach | 5,044 | $1.52M | 0.38% | +35+0.7% | Added |
| World Equity Group, Inc. | 5,052 | $1.52M | 0.31% | +59+1.2% | Added |
| Options Solutions, LLC | 5,058 | $1.52M | 0.87% | 00.0% | Unchanged |
| David Loasby | 5,049 | $1.53M | 0.16% | +3+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 5,081 | $1.53M | 0.67% | +1,380+37.3% | Added |
| Exencial Wealth Advisors, LLC | 5,081 | $1.53M | 0.06% | −211−4.0% | Reduced |
| Emprise Bank | 5,088 | $1.53M | 1.03% | +5,088 | New |
| Ballast, Inc. | 5,115 | $1.54M | 0.49% | +7+0.1% | Added |
| Legacy Advisors, LLC | 5,115 | $1.54M | 0.19% | +1,484+40.9% | Added |
| Verdad Advisers, LP | 5,125 | $1.54M | 1.68% | +5,125 | New |
| InTrack Investment Management Inc | 5,144 | $1.55M | 1.15% | +125+2.5% | Added |
| Trillium Asset Management, LLC | 5,158 | $1.55M | 0.04% | −623−10.8% | Reduced |
| Birchbrook, Inc. | 5,158 | $1.55M | 0.92% | −717−12.2% | Reduced |
| Connective Portfolio Management, LLC | 5,170 | $1.56M | 2.74% | 00.0% | Unchanged |
| Nippon Life Global Investors Americas, Inc. | 5,170 | $1.56M | 0.07% | −5,720−52.5% | Reduced |
| Gamco Investors, Inc. Et Al | 5,190 | $1.56M | 0.02% | −222−4.1% | Reduced |
| Northwest Bank & Trust Co | 5,818 | $1.56M | 1.44% | −145−2.4% | Reduced |
| VELA Investment Management, LLC | 5,219 | $1.57M | 0.58% | +36+0.7% | Added |
| Thor Investment Management Inc | 5,228 | $1.57M | 1.25% | +95+1.9% | Added |
| HBK Sorce Advisory LLC | 5,251 | $1.58M | 0.06% | +1,536+41.3% | Added |
| Evoke Wealth, LLC | 5,262 | $1.59M | 0.05% | +5,262 | New |
| EverSource Wealth Advisors, LLC | 5,904 | $1.59M | 0.12% | −190−3.1% | Reduced |
| Wolf Group Capital Advisors | 7,523 | $1.59M | 0.76% | 00.0% | Unchanged |
| Smith, Salley & Associates | 5,286 | $1.59M | 0.12% | +291+5.8% | Added |
| Parcion Private Wealth LLC | 5,319 | $1.60M | 0.14% | −24−0.4% | Reduced |
| Clare Market Investments LLC | 5,331 | $1.61M | 0.50% | +161+3.1% | Added |
| Harfst & Associates, Inc. | 5,337 | $1.61M | 0.38% | +5,337 | New |
| Tealwood Asset Management Inc | 5,343 | $1.61M | 0.72% | +5,343 | New |
| International Assets Investment Management, LLC | 5,324 | $1.61M | 0.17% | −20−0.4% | Reduced |
| Syon Capital LLC | 5,356 | $1.61M | 0.15% | −222−4.0% | Reduced |
| Ironwood Investment Management LLC | 5,363 | $1.62M | 0.79% | −423−7.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,370 | $1.62M | 0.12% | +5,370 | New |
| Fukoku Mutual Life Insurance Co | 5,384 | $1.62M | 0.13% | −599−10.0% | Reduced |
| M&R Capital Management Inc | 5,392 | $1.62M | 0.40% | −1,061−16.4% | Reduced |
| Avantax Planning Partners, Inc. | 5,393 | $1.62M | 0.05% | +807+17.6% | Added |
| Apella Capital, LLC | 5,397 | $1.63M | 0.08% | −40−0.7% | Reduced |
| Fiduciary Family Office, LLC | 5,420 | $1.63M | 0.64% | +540+11.1% | Added |
| Moloney Securities Asset Management, LLC | 5,423 | $1.63M | 0.25% | −8−0.1% | Reduced |
| Trust Point Inc. | 5,426 | $1.63M | 0.13% | −79−1.4% | Reduced |
| Lazari Capital Management, Inc. | 5,435 | $1.64M | 0.89% | −311−5.4% | Reduced |
| Strengthening Families & Communities, LLC | 5,442 | $1.64M | 0.97% | +499+10.1% | Added |
| Sentry Investment Management LLC | 5,454 | $1.64M | 0.64% | +347+6.8% | Added |
| Oxler Private Wealth LLC | 5,457 | $1.64M | 0.64% | +2,500+84.5% | Added |
| Centiva Capital, LP | 5,458 | $1.64M | 0.09% | +5,138+1,605.6% | Added |
| Alta Wealth Advisors LLC | 5,459 | $1.64M | 0.84% | −70−1.3% | Reduced |
| ProVise Management Group, LLC | 5,462 | $1.65M | 0.14% | −614−10.1% | Reduced |
| Dearborn Partners LLC | 5,488 | $1.65M | 0.07% | −152−2.7% | Reduced |
| Sonora Investment Management Group, LLC | 5,491 | $1.65M | 0.13% | +2,151+64.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 5,499 | $1.66M | 0.66% | −123−2.2% | Reduced |
| Grace & Mercy Foundation, Inc. | 5,500 | $1.66M | 0.42% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,515 | $1.66M | 0.05% | −763−12.2% | Reduced |
| Capstone Triton Financial Group, LLC | 5,535 | $1.67M | 1.18% | +23+0.4% | Added |
| StoneX Group Inc. | 5,557 | $1.68M | 0.15% | +524+10.4% | Added |
| CX Institutional | 5,564 | $1.68M | 0.08% | −46−0.8% | Reduced |
| Legal Advantage Investments, Inc. | 5,571 | $1.68M | 0.94% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 5,585 | $1.68M | 0.26% | +991+21.6% | Added |
| Keel Point, LLC | 5,594 | $1.68M | 0.17% | +1,089+24.2% | Added |
| Resources Management Corp | 5,619 | $1.69M | 0.25% | −2,500−30.8% | Reduced |
| Intellectus Partners, LLC | 5,612 | $1.69M | 0.45% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,632 | $1.70M | 0.35% | +261+4.9% | Added |
| Sapient Capital LLC | 5,631 | $1.70M | 0.04% | −665−10.6% | Reduced |
| Venturi Wealth Management, LLC | 5,643 | $1.70M | 0.11% | +142+2.6% | Added |
| Strategy Asset Managers LLC | 5,668 | $1.71M | 0.37% | +2,613+85.5% | Added |
| Rehmann Capital Advisory Group | 5,674 | $1.71M | 0.13% | −75−1.3% | Reduced |
| Versor Investments LP | 5,679 | $1.71M | 0.35% | +92+1.6% | Added |
| Lineweaver Wealth Advisors, LLC | 5,703 | $1.72M | 0.41% | −128−2.2% | Reduced |
| KRS Capital Management, LLC | 5,706 | $1.72M | 1.39% | +90+1.6% | Added |
| Capstone Investment Advisors, LLC | 5,798 | $1.75M | 0.03% | +5,530+2,063.4% | Added |
| Axq Capital, LP | 5,800 | $1.75M | 0.42% | −500−7.9% | Reduced |
| Doliver Advisors, LP | 5,823 | $1.75M | 0.49% | −557−8.7% | Reduced |
| Legacy Financial Advisors, Inc. | 5,830 | $1.76M | 0.31% | +544+10.3% | Added |
| St. Johns Investment Management Company, LLC | 5,834 | $1.76M | 0.84% | +228+4.1% | Added |
| Werba Rubin Papier Wealth Management | 5,838 | $1.76M | 0.51% | −34−0.6% | Reduced |
| Proequities, Inc. | 5,846 | $1.76M | 0.11% | +263+4.7% | Added |
| TRUE Private Wealth Advisors | 5,860 | $1.76M | 0.20% | −45−0.8% | Reduced |
| Scott & Selber, Inc. | 5,859 | $1.76M | 0.60% | +18+0.3% | Added |
| Signet Financial Management, LLC | 5,890 | $1.77M | 0.24% | +229+4.0% | Added |
| Regatta Capital Group, LLC | 5,892 | $1.77M | 0.40% | +133+2.3% | Added |
| Ramirez Asset Management, Inc. | 5,894 | $1.78M | 0.36% | −342−5.5% | Reduced |
| Riverview Capital Advisers, LLC | 5,899 | $1.78M | 0.61% | 00.0% | Unchanged |
| Conning Inc. | 5,929 | $1.79M | 0.06% | −57−1.0% | Reduced |
| Concord Asset Management, LLC | 5,966 | $1.80M | 0.47% | +1,274+27.2% | Added |
| Carr Financial Group Corp | 5,970 | $1.80M | 0.60% | +397+7.1% | Added |
| New Age Alpha Advisors, LLC | 6,000 | $1.81M | 1.09% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 6,002 | $1.81M | 0.93% | +120+2.0% | Added |
| Acorn Financial Advisory Services Inc | 6,006 | $1.81M | 0.34% | −2,044−25.4% | Reduced |
| Lindbrook Capital, LLC | 6,008 | $1.81M | 0.17% | −79−1.3% | Reduced |
| Gibbs Wealth Management | 6,013 | $1.81M | 1.04% | +6,013 | New |
| AA Financial Advisors, LLC | 6,018 | $1.81M | 0.73% | +6,018 | New |
| Quantum Private Wealth, LLC | 6,020 | $1.81M | 0.67% | −328−5.2% | Reduced |
| Pictet Bank & Trust Ltd | 6,026 | $1.81M | 1.91% | −712−10.6% | Reduced |
| Heartland Bank & Trust Co | 6,032 | $1.82M | 1.06% | +6,032 | New |
| Sanders Morris Harris LLC | 6,061 | $1.83M | 0.34% | +376+6.6% | Added |
| Birinyi Associates Inc | 6,065 | $1.83M | 0.60% | −315−4.9% | Reduced |
| Shorepoint Capital Partners LLC | 6,071 | $1.83M | 0.45% | −215−3.4% | Reduced |
| Invera Wealth Advisors, LLC | 6,745 | $1.83M | 1.56% | +104+1.6% | Added |
| Quadcap Wealth Management, LLC | 6,127 | $1.85M | 0.42% | −800−11.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 6,126 | $1.85M | 0.14% | +4,045+194.4% | Added |
| Lloyd Advisory Services, LLC. | 6,160 | $1.86M | 0.40% | +5,204+544.4% | Added |
| Williamson Legacy Group, LLC | 6,162 | $1.86M | 1.44% | +399+6.9% | Added |