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 |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 8,897 | $2.68M | 0.08% | +7,732+663.7% | Added |
| Oak Harbor Wealth Partners, LLC | 8,898 | $2.68M | 0.83% | +54+0.6% | Added |
| Stoneridge Investment Partners LLC | 8,965 | $2.70M | 1.03% | −2,221−19.9% | Reduced |
| Legacy Private Trust Co. | 8,968 | $2.70M | 0.20% | +68+0.8% | Added |
| Flynn Zito Capital Management, LLC | 8,972 | $2.70M | 1.40% | +8,972 | New |
| Principle Wealth Partners LLC | 8,983 | $2.71M | 0.21% | −200−2.2% | Reduced |
| Triangle Securities Wealth Management | 8,985 | $2.71M | 0.77% | −99−1.1% | Reduced |
| Institute for Wealth Management, LLC. | 9,006 | $2.71M | 0.35% | +18+0.2% | Added |
| WealthShield Partners, LLC | 8,995 | $2.71M | 0.44% | −149−1.6% | Reduced |
| Charter Oak Capital Management, LLC | 9,036 | $2.72M | 0.29% | +3,062+51.3% | Added |
| Atlantic Union Bankshares Corp | 9,068 | $2.73M | 0.23% | −218−2.3% | Reduced |
| Beaumont Asset Management, L.L.C. | 9,083 | $2.74M | 1.82% | +182+2.0% | Added |
| Flagship Harbor Advisors, LLC | 9,104 | $2.74M | 0.18% | −429−4.5% | Reduced |
| Fulton Bank, N.A. | 9,106 | $2.74M | 0.11% | +40.0% | Added |
| Mission Creek Capital Partners, Inc. | 9,106 | $2.74M | 0.71% | +1,501+19.7% | Added |
| Cable Hill Partners, LLC | 10,501 | $2.74M | 0.34% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 9,126 | $2.75M | 0.93% | −598−6.1% | Reduced |
| Conscious Wealth Investments, LLC | 9,911 | $2.75M | 2.09% | +15+0.2% | Added |
| Aft, Forsyth & Sober, LLC | 9,150 | $2.76M | 0.97% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 9,196 | $2.77M | 1.58% | −535−5.5% | Reduced |
| Fidelis Capital Partners, LLC | 9,223 | $2.78M | 0.42% | +2,048+28.5% | Added |
| Balentine LLC | 9,251 | $2.79M | 0.08% | +2,202+31.2% | Added |
| IHT Wealth Management, LLC | 9,256 | $2.79M | 0.11% | +257+2.9% | Added |
| Keystone Investors Pte Ltd | 9,276 | $2.79M | 0.24% | +9,276 | New |
| BigSur Wealth Management LLC | 9,280 | $2.80M | 0.88% | +5,250+130.3% | Added |
| Laurion Capital Management LP | 9,310 | $2.80M | 0.08% | +9,310 | New |
| Harvest Fund Management Co., Ltd | 9,355 | $2.81M | 0.25% | +3,496+59.7% | Added |
| Edgestream Partners, L.P. | 9,367 | $2.82M | 0.14% | +8,603+1,126.0% | Added |
| Waverton Investment Management Ltd | 9,380 | $2.82M | 0.06% | −2,210−19.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 9,386 | $2.83M | 0.30% | +1,519+19.3% | Added |
| Roberts Wealth Advisors, LLC | 10,450 | $2.85M | 1.07% | −26−0.2% | Reduced |
| Moody National Bank Trust Division | 9,487 | $2.86M | 0.23% | +22+0.2% | Added |
| Northstar Advisory Group, LLC | 10,444 | $2.87M | 1.74% | +6,168+144.2% | Added |
| Strategic Planning Group, LLC | 9,583 | $2.89M | 0.72% | +1,317+15.9% | Added |
| Prana Capital Management, LP | 9,591 | $2.89M | 0.13% | +9,591 | New |
| PKO Investment Management Joint-Stock Co | 9,590 | $2.90M | 0.35% | +3,590+59.8% | Added |
| Warren Averett Asset Management, LLC | 9,663 | $2.91M | 0.07% | +5,534+134.0% | Added |
| Perpetual Ltd | 9,724 | $2.93M | 0.03% | −1,071−9.9% | Reduced |
| Pinnacle Wealth Management, LLC | 9,727 | $2.93M | 3.05% | +2,588+36.3% | Added |
| Financial Engines Advisors L.L.C. | 9,783 | $2.95M | 0.01% | +1,593+19.5% | Added |
| Herbst Group, LLC | 9,810 | $2.95M | 1.83% | −1,000−9.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 9,880 | $2.98M | 0.68% | −595−5.7% | Reduced |
| Delta Investment Management, LLC | 9,918 | $2.99M | 0.68% | −101−1.0% | Reduced |
| Cigna Investments Inc | 9,982 | $3.01M | 0.57% | −169−1.7% | Reduced |
| Advent Capital Management | 10,000 | $3.01M | 0.08% | 00.0% | Unchanged |
| Wealth High Governance Capital Ltda | 10,000 | $3.01M | 0.67% | +10,000 | New |
| Boltwood Capital Management | 10,042 | $3.02M | 0.94% | −307−3.0% | Reduced |
| Community Financial Services Group, LLC | 10,055 | $3.03M | 0.69% | +10,055 | New |
| Lake Street Financial LLC | 10,060 | $3.03M | 0.42% | −630−5.9% | Reduced |
| Wintrust Investments LLC | 10,073 | $3.03M | 0.27% | +809+8.7% | Added |
| Strategic Advocates LLC | 10,080 | $3.04M | 1.17% | +3,446+51.9% | Added |
| Western Wealth Management, LLC | 10,087 | $3.04M | 0.24% | +2,088+26.1% | Added |
| Centaurus Financial, Inc. | 10,099 | $3.04M | 0.21% | +817+8.8% | Added |
| Sculati Wealth Management, LLC | 10,154 | $3.06M | 1.32% | +50.0% | Added |
| Diversified Trust Co | 10,175 | $3.06M | 0.09% | −896−8.1% | Reduced |
| Tiemann Investment Advisors, LLC | 10,188 | $3.07M | 1.37% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 10,247 | $3.09M | 1.96% | −256−2.4% | Reduced |
| Clarius Group, LLC | 10,261 | $3.09M | 0.21% | −1,381−11.9% | Reduced |
| J.W. Cole Advisors, Inc. | 10,277 | $3.10M | 0.16% | +410+4.2% | Added |
| Chase Investment Counsel Corp | 10,339 | $3.11M | 1.16% | −38−0.4% | Reduced |
| Coastline Trust Co | 10,419 | $3.14M | 0.38% | +4,837+86.7% | Added |
| Passumpsic Savings Bank | 10,424 | $3.14M | 2.01% | +10,424 | New |
| Capital Wealth Planning, LLC | 10,431 | $3.14M | 0.03% | −2,134−17.0% | Reduced |
| Processus Wealth & Capital Management, LLC | 10,470 | $3.15M | 2.80% | +470+4.7% | Added |
| Point72 Hong Kong Ltd | 10,485 | $3.16M | 0.16% | +10,485 | New |
| Aspiriant, LLC | 10,494 | $3.16M | 0.13% | −19−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 10,525 | $3.17M | 0.11% | −287−2.7% | Reduced |
| Symphony Financial, Ltd. Co. | 10,535 | $3.17M | 0.74% | −1,360−11.4% | Reduced |
| Private Trust Co NA | 10,591 | $3.19M | 0.34% | +1,071+11.3% | Added |
| Cohen Investment Advisors LLC | 10,593 | $3.19M | 2.07% | +368+3.6% | Added |
| WSFS Capital Management, LLC | 10,631 | $3.20M | 0.18% | −390−3.5% | Reduced |
| OV Management LLC | 10,644 | $3.21M | 2.32% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,661 | $3.21M | 0.10% | +387+3.8% | Added |
| Executive Wealth Management, LLC | 10,715 | $3.24M | 0.28% | −1,600−13.0% | Reduced |
| Farther Finance Advisors, LLC | 10,772 | $3.26M | 0.20% | +1,217+12.7% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 10,861 | $3.27M | 3.64% | +1,366+14.4% | Added |
| Cetera Trust Company, N.A | 10,916 | $3.29M | 1.98% | −475−4.2% | Reduced |
| TD Private Client Wealth LLC | 10,945 | $3.30M | 0.11% | +2,955+37.0% | Added |
| Citizens Business Bank | 10,966 | $3.30M | 0.69% | −106−1.0% | Reduced |
| Hancock Whitney Corp | 10,990 | $3.31M | 0.11% | +136+1.3% | Added |
| EFG Asset Management (North America) Corp. | 11,075 | $3.33M | 0.58% | −15−0.1% | Reduced |
| Cumberland Partners Ltd | 11,100 | $3.34M | 0.24% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 11,115 | $3.35M | 0.57% | +3,757+51.1% | Added |
| Paradigm Financial Partners, LLC | 11,134 | $3.35M | 0.72% | +1,442+14.9% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 11,169 | $3.36M | 1.58% | −387−3.3% | Reduced |
| Graypoint LLC | 11,198 | $3.37M | 0.24% | +694+6.6% | Added |
| Lake Street Advisors Group, LLC | 11,189 | $3.37M | 0.16% | +20+0.2% | Added |
| Duff & Phelps Investment Management Co | 11,216 | $3.38M | 0.04% | +343+3.2% | Added |
| Trust Asset Management LLC | 11,221 | $3.38M | 0.30% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 11,243 | $3.39M | 1.66% | +1,237+12.4% | Added |
| Kovack Advisors, Inc. | 11,252 | $3.39M | 0.41% | −563−4.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 11,253 | $3.39M | 0.78% | +1,029+10.1% | Added |
| Winton Group Ltd | 11,263 | $3.39M | 0.24% | −4,898−30.3% | Reduced |
| Alps Advisors Inc | 11,284 | $3.40M | 0.02% | +701+6.6% | Added |
| Enterprise Bank & Trust Co | 11,295 | $3.40M | 1.17% | −838−6.9% | Reduced |
| NVWM, LLC | 11,474 | $3.41M | 0.94% | −388−3.3% | Reduced |
| Ocean Capital Management, LLC | 11,326 | $3.41M | 1.27% | −1,129−9.1% | Reduced |
| OMC Financial Services LTD | 11,338 | $3.42M | 1.74% | +11,338 | New |
| Van Hulzen Asset Management, LLC | 11,347 | $3.42M | 0.23% | −34−0.3% | Reduced |
| Wealth Alliance | 11,357 | $3.42M | 0.45% | −206−1.8% | Reduced |