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 |
|---|---|---|---|---|---|
| Camarda Financial Advisors, LLC | 7,350 | $2.21M | 0.89% | −250−3.3% | Reduced |
| Bristlecone Advisors, LLC | 7,358 | $2.22M | 0.19% | +289+4.1% | Added |
| Wrapmanager Inc | 7,371 | $2.22M | 0.62% | +529+7.7% | Added |
| G&S Capital LLC | 7,406 | $2.23M | 0.99% | −1,389−15.8% | Reduced |
| Boyd Watterson Asset Management LLC | 7,408 | $2.23M | 0.80% | +336+4.8% | Added |
| Bay Rivers Group | 7,455 | $2.25M | 1.23% | −630−7.8% | Reduced |
| FOCUS Wealth Advisors, LLC | 7,468 | $2.25M | 1.20% | +214+3.0% | Added |
| Cunning Capital Partners, LP | 7,475 | $2.25M | 1.25% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 7,477 | $2.25M | 0.31% | −155−2.0% | Reduced |
| Umpqua Bank | 7,480 | $2.25M | 0.92% | +7,480 | New |
| Intrust Bank NA | 7,484 | $2.25M | 0.24% | +67+0.9% | Added |
| Financial Advocates Investment Management | 7,488 | $2.26M | 0.13% | +17+0.2% | Added |
| PFC Capital Group, Inc. | 7,515 | $2.26M | 1.22% | +625+9.1% | Added |
| Change Path, LLC | 7,520 | $2.27M | 0.09% | +4,840+180.6% | Added |
| WP Advisors, LLC | 7,530 | $2.27M | 0.74% | −115−1.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,537 | $2.27M | 0.94% | +47+0.6% | Added |
| Independent Solutions Wealth Management, LLC | 7,550 | $2.27M | 0.54% | −267−3.4% | Reduced |
| Wealthspire Advisors, LLC | 7,573 | $2.28M | 0.03% | +53+0.7% | Added |
| Ascent Wealth Partners, LLC | 7,628 | $2.30M | 0.34% | +50+0.7% | Added |
| Geneva Capital Management LLC | 7,639 | $2.30M | 0.04% | −384−4.8% | Reduced |
| Cardiff Park Advisors, LLC | 7,642 | $2.30M | 0.22% | 00.0% | Unchanged |
| Navalign, LLC | 7,652 | $2.30M | 0.76% | −243−3.1% | Reduced |
| MidWestOne Financial Group, Inc. | 7,656 | $2.31M | 0.41% | +390+5.4% | Added |
| Quadrant Capital Group LLC | 7,658 | $2.31M | 0.18% | +750+10.9% | Added |
| Center for Financial Planning, Inc. | 7,677 | $2.31M | 0.35% | +326+4.4% | Added |
| Ally Financial Inc. | 7,680 | $2.31M | 0.31% | +7,680 | New |
| Bell Bank | 7,700 | $2.32M | 0.20% | −464−5.7% | Reduced |
| Renasant Bank | 7,749 | $2.33M | 1.66% | −120−1.5% | Reduced |
| Cito Capital Group, LLC | 7,750 | $2.34M | 0.96% | +200+2.6% | Added |
| Berkshire Bank | 7,783 | $2.34M | 0.58% | −90−1.1% | Reduced |
| Bulltick Wealth Management, LLC | 7,773 | $2.34M | 0.49% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 7,785 | $2.34M | 1.44% | −178−2.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,805 | $2.35M | 0.25% | 00.0% | Unchanged |
| Optas, LLC | 7,809 | $2.35M | 0.64% | −79−1.0% | Reduced |
| Leonteq Securities AG | 7,817 | $2.35M | 0.32% | +7,817 | New |
| Morse Asset Management, Inc | 7,834 | $2.36M | 0.60% | +1,435+22.4% | Added |
| Verde Capital Management | 7,837 | $2.36M | 0.81% | −346−4.2% | Reduced |
| Taika Capital, LP | 7,840 | $2.36M | 1.23% | +7,840 | New |
| Koshinski Asset Management, Inc. | 7,846 | $2.36M | 0.24% | −221−2.7% | Reduced |
| River & Mercantile Asset Management LLP | 7,884 | $2.37M | 0.60% | −87−1.1% | Reduced |
| FinTrust Capital Advisors, LLC | 7,880 | $2.37M | 0.46% | −36−0.5% | Reduced |
| Albion Financial Group | 7,891 | $2.38M | 0.18% | +641+8.8% | Added |
| Shepherd Financial Partners LLC | 7,904 | $2.38M | 0.31% | −4−0.1% | Reduced |
| Atomi Financial Group, Inc. | 7,907 | $2.38M | 0.22% | +3,930+98.8% | Added |
| Wealth Management Partners, LLC | 7,911 | $2.38M | 1.21% | −131−1.6% | Reduced |
| Field & Main Bank | 7,919 | $2.38M | 0.93% | −103−1.3% | Reduced |
| South Dakota Investment Council | 7,937 | $2.39M | 0.05% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 7,963 | $2.40M | 0.25% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 7,975 | $2.40M | 0.40% | −61−0.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $2.41M | 0.75% | 00.0% | Unchanged |
| Hudson Canyon Capital Management | 8,076 | $2.43M | 1.56% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 8,077 | $2.43M | 0.78% | +8,049+28,746.4% | Added |
| Edge Capital Group, LLC | 8,103 | $2.44M | 0.12% | +40+0.5% | Added |
| Shaker Investments LLC | 8,115 | $2.44M | 1.04% | +4,069+100.6% | Added |
| Bangor Savings Bank | 8,162 | $2.46M | 0.25% | −351−4.1% | Reduced |
| Personal Cfo Solutions, LLC | 8,188 | $2.47M | 0.38% | +467+6.0% | Added |
| United Bank | 8,214 | $2.47M | 1.26% | −104−1.3% | Reduced |
| Forum Financial Management, LP | 8,221 | $2.48M | 0.04% | +135+1.7% | Added |
| EPG Wealth Management LLC | 8,264 | $2.49M | 0.61% | +39+0.5% | Added |
| Orin Green Financial, LLC | – | $2.49M | 1.17% | – | – |
| Great Lakes Retirement, Inc. | 8,340 | $2.51M | 0.37% | +114+1.4% | Added |
| Norway Savings Bank | 8,344 | $2.51M | 1.05% | +438+5.5% | Added |
| CoreCap Advisors, LLC | 8,356 | $2.52M | 0.13% | +6,369+320.5% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 8,359 | $2.52M | 0.65% | +8,348+75,890.9% | Added |
| Del-Sette Capital Management, LLC | 8,360 | $2.52M | 2.07% | +1,352+19.3% | Added |
| Ingalls & Snyder LLC | 8,359 | $2.52M | 0.11% | −80−0.9% | Reduced |
| Chickasaw Capital Management LLC | 8,400 | $2.53M | 0.12% | +85+1.0% | Added |
| Citizens & Northern Corp | 8,421 | $2.54M | 0.86% | −2,253−21.1% | Reduced |
| Westpac Banking Corp | 8,431 | $2.54M | 0.19% | −4,179−33.1% | Reduced |
| MV Capital Management, Inc. | 8,470 | $2.55M | 0.29% | +7,425+710.5% | Added |
| AMG National Trust Bank | 8,486 | $2.56M | 0.07% | +213+2.6% | Added |
| Fiduciary Group LLC | 8,524 | $2.57M | 0.28% | −173−2.0% | Reduced |
| Moneta Group Investment Advisors LLC | 8,524 | $2.57M | 0.04% | −64−0.7% | Reduced |
| Nicolet Bankshares Inc | 8,537 | $2.57M | 0.64% | −128−1.5% | Reduced |
| LGT Fund Management Co Ltd. | 8,550 | $2.58M | 1.07% | +120+1.4% | Added |
| Okabena Investment Services Inc | 8,556 | $2.58M | 0.86% | +462+5.7% | Added |
| Pearl River Capital, LLC | 8,561 | $2.58M | 0.41% | +8,561 | New |
| Boomfish Wealth Group, LLC | 8,563 | $2.58M | 1.74% | −796−8.5% | Reduced |
| Harvey Capital Management Inc | 8,575 | $2.58M | 0.76% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 8,581 | $2.58M | 0.20% | +961+12.6% | Added |
| Summit Financial, LLC | 8,575 | $2.59M | 0.15% | −751−8.1% | Reduced |
| Missouri Trust & Investment Co | 8,607 | $2.59M | 1.00% | −315−3.5% | Reduced |
| Eisler Capital (US) LLC | 8,610 | $2.59M | 0.88% | +8,610 | New |
| New Insight Wealth Advisors | 8,617 | $2.60M | 1.62% | −59−0.7% | Reduced |
| Park Place Capital Corp | 8,639 | $2.60M | 0.93% | −167−1.9% | Reduced |
| RMR Wealth Builders | 8,640 | $2.60M | 0.31% | +2,397+38.4% | Added |
| Nikulski Financial, Inc. | 8,646 | $2.60M | 0.86% | +53+0.6% | Added |
| Pinnacle Holdings, LLC | 8,657 | $2.61M | 1.05% | −708−7.6% | Reduced |
| Thrive Wealth Management, LLC | 8,686 | $2.62M | 0.54% | +476+5.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 9,943 | $2.62M | 1.00% | −705−6.6% | Reduced |
| L.M. Kohn & Company | 8,726 | $2.63M | 0.74% | +99+1.1% | Added |
| Cornercap Investment Counsel Inc | 8,730 | $2.63M | 0.40% | −1,739−16.6% | Reduced |
| Premier Path Wealth Partners, LLC | 8,746 | $2.63M | 0.50% | −275−3.0% | Reduced |
| Bank Pictet & Cie (Asia) Ltd | 8,772 | $2.64M | 1.46% | +1,122+14.7% | Added |
| Global Retirement Partners, LLC | 8,794 | $2.65M | 0.10% | +1,095+14.2% | Added |
| Blackhawk Capital Partners LLC. | 8,799 | $2.65M | 1.65% | −1,905−17.8% | Reduced |
| Barings LLC | 8,800 | $2.65M | 0.07% | +133+1.5% | Added |
| Burns J W & Co Inc | 8,835 | $2.66M | 0.37% | +837+10.5% | Added |
| Portfolio Design Labs, LLC | 8,890 | $2.68M | 0.90% | +8,890 | New |
| Welch & Forbes LLC | 8,891 | $2.68M | 0.04% | −1,368−13.3% | Reduced |