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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Leelyn Smith, LLC | 6,181 | $1.86M | 0.37% | −43−0.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,182 | $1.86M | 0.46% | −82−1.3% | Reduced |
| IFP Advisors, Inc | 6,203 | $1.87M | 0.08% | +1,891+43.9% | Added |
| Wright Investors Service Inc | 6,214 | $1.87M | 0.47% | +6,214 | New |
| Scharf Investments, LLC | 6,248 | $1.88M | 0.05% | +2,570+69.9% | Added |
| Canopy Partners, LLC | 6,260 | $1.89M | 0.92% | +252+4.2% | Added |
| Capital Markets Trading UK LLP | 6,263 | $1.89M | 1.37% | +6,263 | New |
| Jamison Private Wealth Management, Inc. | 6,271 | $1.89M | 0.32% | +84+1.4% | Added |
| IMA Wealth, Inc. | 6,279 | $1.89M | 0.89% | −92−1.4% | Reduced |
| Rossmore Private Capital | 6,283 | $1.89M | 0.25% | +26+0.4% | Added |
| Aaron Wealth Advisors | 6,299 | $1.90M | 0.27% | +1,210+23.8% | Added |
| Beck Bode, LLC | 6,329 | $1.91M | 0.39% | −1,076−14.5% | Reduced |
| CWA Asset Management Group, LLC | 6,332 | $1.91M | 0.12% | −70−1.1% | Reduced |
| Keudell/Morrison Wealth Management | 6,335 | $1.91M | 0.58% | −12−0.2% | Reduced |
| GraniteShares Advisors LLC | 6,350 | $1.91M | 1.01% | −174−2.7% | Reduced |
| Saturna Capital CORP | 6,350 | $1.91M | 0.03% | +244+4.0% | Added |
| First Pacific Financial | 6,380 | $1.92M | 0.54% | −1,082−14.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,385 | $1.92M | 0.15% | −66−1.0% | Reduced |
| Donaldson Capital Management, LLC | 6,398 | $1.93M | 0.08% | −147−2.2% | Reduced |
| Oak Harvest Investment Services | 6,412 | $1.93M | 0.32% | +1,278+24.9% | Added |
| Eisler Capital (UK) Ltd. | 6,412 | $1.93M | 0.24% | −14,799−69.8% | Reduced |
| New Millennium Group LLC | 6,417 | $1.93M | 1.46% | +3,648+131.7% | Added |
| Jacobi Capital Management LLC | 6,418 | $1.93M | 0.18% | −338−5.0% | Reduced |
| Plancorp, LLC | 6,431 | $1.94M | 0.08% | +263+4.3% | Added |
| Capital Investment Advisors, LLC | 6,434 | $1.94M | 0.05% | −135−2.1% | Reduced |
| KPP Advisory Services LLC | 6,434 | $1.94M | 0.53% | +460+7.7% | Added |
| Camden Capital, LLC | 6,436 | $1.94M | 0.17% | −1,317−17.0% | Reduced |
| Sciencast Management LP | 6,438 | $1.94M | 1.18% | +514+8.7% | Added |
| RFG Advisory, LLC | 6,438 | $1.94M | 0.07% | +1,220+23.4% | Added |
| Montag A & Associates Inc | 6,435 | $1.94M | 0.10% | −400−5.9% | Reduced |
| Peterson Wealth Management | 6,445 | $1.94M | 1.40% | +1,713+36.2% | Added |
| Nations Financial Group Inc, | 6,449 | $1.94M | 0.16% | +1,661+34.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,487 | $1.95M | 1.07% | +195+3.1% | Added |
| Keeler Thomas Management LLC | 6,315 | $1.95M | 0.67% | −385−5.7% | Reduced |
| Clear Harbor Asset Management, LLC | 6,485 | $1.95M | 0.17% | +1,223+23.2% | Added |
| Atlas Brown,Inc. | 6,488 | $1.95M | 0.71% | +99+1.5% | Added |
| Chicago Partners Investment Group LLC | 7,106 | $1.97M | 0.08% | −54−0.8% | Reduced |
| Heritage Trust Co | 6,528 | $1.97M | 0.26% | −176−2.6% | Reduced |
| Gilbert & Cook, Inc. | 6,530 | $1.97M | 0.27% | +871+15.4% | Added |
| Cooper Financial Group | 6,543 | $1.97M | 0.32% | +503+8.3% | Added |
| Lewis Asset Management, LLC | 6,549 | $1.97M | 1.62% | −722−9.9% | Reduced |
| Privium Fund Management (UK) Ltd | 6,505 | $1.98M | 0.98% | −8,506−56.7% | Reduced |
| Redmond Asset Management, LLC | 6,612 | $1.99M | 0.63% | −130−1.9% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 6,632 | $2.00M | 1.09% | −20,082−75.2% | Reduced |
| 1776 Wealth LLC | 6,648 | $2.00M | 0.98% | −33−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 6,655 | $2.00M | 0.04% | +1,385+26.3% | Added |
| Buckingham Strategic Wealth, LLC | 6,656 | $2.00M | 0.02% | +1,070+19.2% | Added |
| GPS Wealth Strategies Group, LLC | 6,658 | $2.01M | 0.32% | +350+5.5% | Added |
| Consolidated Portfolio Review Corp | 6,686 | $2.01M | 0.53% | −2,272−25.4% | Reduced |
| First County Bank | 6,689 | $2.01M | 0.98% | −355−5.0% | Reduced |
| Kaizen Financial Strategies | 6,722 | $2.02M | 1.38% | −4−0.1% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 6,746 | $2.03M | 0.83% | +206+3.1% | Added |
| Compton Wealth Advisory Group, LLC | 6,750 | $2.03M | 0.56% | 00.0% | Unchanged |
| Concord Wealth Partners | 6,752 | $2.03M | 0.37% | +941+16.2% | Added |
| Wealthcare Advisory Partners LLC | 6,763 | $2.04M | 0.07% | +228+3.5% | Added |
| Grandview Asset Management LLC | 6,767 | $2.04M | 0.93% | −271−3.9% | Reduced |
| Redwood Investment Management, LLC | 6,768 | $2.04M | 0.20% | +6,768 | New |
| FineMark National Bank & Trust | 6,774 | $2.04M | 0.08% | −2,334−25.6% | Reduced |
| Little House Capital LLC | 6,785 | $2.04M | 0.68% | +2,088+44.5% | Added |
| Power Wealth Management LLC | 6,813 | $2.05M | 1.29% | +234+3.6% | Added |
| Waldron Private Wealth LLC | 6,819 | $2.06M | 0.09% | −680−9.1% | Reduced |
| Avestar Capital, LLC | 6,821 | $2.06M | 0.24% | +1,666+32.3% | Added |
| Bard Financial Services, Inc. | 6,835 | $2.06M | 0.22% | −250−3.5% | Reduced |
| Maxwell Wealth Strategies Inc. | 9,448 | $2.06M | 1.04% | +8,036+569.1% | Added |
| Stablepoint Partners, LLC | 6,840 | $2.06M | 0.42% | +793+13.1% | Added |
| Skopos Labs, Inc. | 6,821 | $2.06M | 0.89% | −251−3.5% | Reduced |
| Northstar Group, Inc. | 6,851 | $2.06M | 0.41% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 6,853 | $2.07M | 0.11% | −60−0.9% | Reduced |
| LifePlan Financial, LLC | 6,880 | $2.07M | 1.90% | −73−1.0% | Reduced |
| Schmidt P J Investment Management Inc | 6,896 | $2.08M | 0.39% | +55+0.8% | Added |
| Brandywine Managers, LLC | 6,913 | $2.08M | 2.06% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 6,932 | $2.09M | 1.66% | −40−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,932 | $2.09M | 0.11% | +2,599+60.0% | Added |
| Nelson Capital Management, LLC | 6,933 | $2.09M | 0.40% | +6,933 | New |
| Hel Ved Capital Management Ltd | 6,935 | $2.09M | 0.52% | −7,005−50.3% | Reduced |
| Voya Financial Advisors, Inc. | 6,957 | $2.10M | 0.24% | +84+1.2% | Added |
| Gs Investments, Inc. | 6,969 | $2.10M | 1.01% | −1,561−18.3% | Reduced |
| Ronald Blue Trust, Inc. | 6,981 | $2.10M | 0.03% | −1,299−15.7% | Reduced |
| Elmwood Wealth Management, Inc. | 6,982 | $2.10M | 0.90% | +1,574+29.1% | Added |
| Steinberg Asset Management LLC | 6,977 | $2.10M | 1.78% | −47−0.7% | Reduced |
| Sunbelt Securities, Inc. | 7,015 | $2.11M | 0.24% | −1,633−18.9% | Reduced |
| Cypress Capital Group | 7,019 | $2.11M | 0.25% | −200−2.8% | Reduced |
| Aviance Capital Partners, LLC | 7,021 | $2.11M | 0.31% | +1,100+18.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,031 | $2.12M | 0.08% | −86−1.2% | Reduced |
| Joseph Group Capital Management | 7,070 | $2.13M | 1.07% | +942+15.4% | Added |
| F/M Investments LLC | 7,072 | $2.13M | 1.44% | −56−0.8% | Reduced |
| Naviter Wealth, LLC | 7,075 | $2.13M | 0.35% | +1,143+19.3% | Added |
| DeDora Capital, Inc. | 7,098 | $2.14M | 0.68% | +2,670+60.3% | Added |
| Archford Capital Strategies, LLC | 7,111 | $2.14M | 0.36% | +10+0.1% | Added |
| Roman Butler Fullerton & Co | 7,886 | $2.16M | 0.81% | +5+0.1% | Added |
| Stonegate Investment Group, LLC | 7,171 | $2.16M | 0.07% | −5−0.1% | Reduced |
| Van Leeuwen & Company, LLC | 7,191 | $2.17M | 1.10% | +46+0.6% | Added |
| Landscape Capital Management, L.L.C. | 7,191 | $2.17M | 0.19% | +7,191 | New |
| Three Seasons Wealth, LLC | 7,119 | $2.17M | 1.52% | +1,764+32.9% | Added |
| 9258 Wealth Management, LLC | 7,213 | $2.17M | 0.34% | +730+11.3% | Added |
| M&G Plc | 7,235 | $2.18M | 0.01% | +7,235 | New |
| United Asset Strategies, Inc. | 7,240 | $2.18M | 0.22% | −61−0.8% | Reduced |
| Ameritas Advisory Services, LLC | 7,451 | $2.19M | 0.09% | −135−1.8% | Reduced |
| VeraBank, N.A. | 7,314 | $2.20M | 0.69% | −651−8.2% | Reduced |
| TriaGen Wealth Management LLC | 7,345 | $2.21M | 0.92% | 00.0% | Unchanged |