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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 11,380 | $3.43M | 0.16% | −994−8.0% | Reduced |
| Birch Hill Investment Advisors LLC | 11,384 | $3.43M | 0.17% | −1,569−12.1% | Reduced |
| Accuvest Global Advisors | 11,390 | $3.43M | 1.50% | +11,390 | New |
| Dynasty Wealth Management, LLC | 11,409 | $3.44M | 0.11% | +11,409 | New |
| WCG Wealth Advisors LLC | 11,428 | $3.44M | 0.29% | −5,111−30.9% | Reduced |
| Kampmann Melissa S. | 11,460 | $3.45M | 2.48% | +605+5.6% | Added |
| 180 Wealth Advisors, LLC | 11,528 | $3.47M | 0.62% | +70+0.6% | Added |
| IPG Investment Advisors LLC | 11,533 | $3.48M | 0.76% | −3,695−24.3% | Reduced |
| New Hampshire Trust | 11,587 | $3.49M | 0.82% | −2,740−19.1% | Reduced |
| Sendero Wealth Management, LLC | 11,643 | $3.51M | 0.60% | −4,338−27.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 11,650 | $3.51M | 0.07% | +107+0.9% | Added |
| Rockline Wealth Management, LLC | 11,696 | $3.52M | 1.23% | +1,009+9.4% | Added |
| Clarity Capital Partners LLC | 11,727 | $3.53M | 2.32% | +1,114+10.5% | Added |
| Meeder Advisory Services, Inc. | 11,735 | $3.53M | 0.36% | +713+6.5% | Added |
| Qtron Investments LLC | 11,738 | $3.54M | 0.50% | 00.0% | Unchanged |
| Rational Advisors LLC | 11,799 | $3.55M | 0.33% | +11,040+1,454.5% | Added |
| Wellington Shields Capital Management, LLC | 11,804 | $3.56M | 0.67% | +396+3.5% | Added |
| Houlihan Financial Resource Group, Ltd. | 11,844 | $3.57M | 1.60% | −20.0% | Reduced |
| Caliber Wealth Management, LLC | 11,857 | $3.57M | 1.90% | −307−2.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 11,868 | $3.57M | 0.76% | +1,810+18.0% | Added |
| Northcape Capital Pty Ltd | 11,869 | $3.58M | 0.41% | −369−3.0% | Reduced |
| Green Harvest Asset Management LLC | 11,897 | $3.58M | 0.09% | +836+7.6% | Added |
| Bey-Douglas LLC | 11,905 | $3.59M | 3.43% | +6,141+106.5% | Added |
| Atlantic Trust, LLC | 11,910 | $3.59M | 0.94% | −20.0% | Reduced |
| Asset Dedication, LLC | 11,914 | $3.61M | 0.27% | −2,200−15.6% | Reduced |
| Sumitomo Life Insurance Co | 12,005 | $3.62M | 0.09% | −457−3.7% | Reduced |
| Roundview Capital LLC | 12,087 | $3.64M | 0.30% | −8−0.1% | Reduced |
| We Are One Seven, LLC | 12,138 | $3.66M | 0.19% | −711−5.5% | Reduced |
| SeaCrest Wealth Management, LLC | 12,148 | $3.66M | 0.45% | −286−2.3% | Reduced |
| Connable Office Inc | 12,152 | $3.66M | 0.41% | −423−3.4% | Reduced |
| LGT Group Foundation | 12,188 | $3.67M | 0.09% | −13,854−53.2% | Reduced |
| Finer Wealth Management, Inc. | 12,193 | $3.67M | 2.41% | +781+6.8% | Added |
| Glynn Capital Management LLC | 12,197 | $3.67M | 0.69% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,236 | $3.68M | 0.31% | 00.0% | Unchanged |
| Garrett Investment Advisors LLC | 12,255 | $3.69M | 0.47% | +134+1.1% | Added |
| TKG Advisors, LLC | 12,287 | $3.70M | 2.06% | −1,425−10.4% | Reduced |
| Prelude Capital Management, LLC | 12,347 | $3.72M | 0.25% | +7,943+180.4% | Added |
| Grey Street Capital, LLC | 12,360 | $3.73M | 0.50% | +5,467+79.3% | Added |
| NBC Securities, Inc. | 12,404 | $3.73M | 0.35% | +340+2.8% | Added |
| Beech Hill Advisors, Inc. | 12,504 | $3.77M | 1.56% | −85−0.7% | Reduced |
| Winch Advisory Services, LLC | 12,562 | $3.78M | 1.16% | +16+0.1% | Added |
| Modus Advisors, LLC | 12,602 | $3.80M | 1.41% | +424+3.5% | Added |
| Harrell Investment Partners, LLC | 12,610 | $3.80M | 1.13% | −789−5.9% | Reduced |
| AlTi Global, Inc. | 12,662 | $3.80M | 0.11% | +3,356+36.1% | Added |
| Independence Bank of Kentucky | 12,646 | $3.81M | 1.14% | −418−3.2% | Reduced |
| HighVista Strategies LLC | 12,679 | $3.82M | 1.36% | −2,300−15.4% | Reduced |
| Canal Capital Management, LLC | 12,679 | $3.82M | 0.64% | +862+7.3% | Added |
| Courier Capital LLC | 12,721 | $3.83M | 0.28% | −81−0.6% | Reduced |
| Arlington Partners LLC | 12,727 | $3.83M | 1.95% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13,845 | $3.84M | 0.19% | +239+1.8% | Added |
| Wunderlich Capital Managemnt | 12,837 | $3.87M | 1.74% | −710−5.2% | Reduced |
| Ritholtz Wealth Management | 12,849 | $3.87M | 0.13% | +2,128+19.8% | Added |
| Mango Five Family, Inc. | 12,900 | $3.89M | 1.29% | 00.0% | Unchanged |
| Savoie Capital LLC | 12,900 | $3.89M | 0.55% | +12,900 | New |
| Concord Investment Counsel Inc. | 12,928 | $3.89M | 1.41% | +12,928 | New |
| Trexquant Investment LP | 12,931 | $3.89M | 0.08% | +12,931 | New |
| Grove Bank & Trust | 12,938 | $3.90M | 0.66% | +685+5.6% | Added |
| Integrated Advisors Network LLC | 12,938 | $3.90M | 0.20% | −1,591−11.0% | Reduced |
| Icon Advisers Inc | 12,900 | $3.90M | 0.85% | 00.0% | Unchanged |
| Kerrisdale Advisers, LLC | 12,961 | $3.90M | 1.23% | −9,508−42.3% | Reduced |
| First Manhattan Co | 12,969 | $3.91M | 0.01% | +145+1.1% | Added |
| Ashton Thomas Private Wealth, LLC | 12,979 | $3.91M | 0.22% | +3,704+39.9% | Added |
| Laurel Wealth Advisors LLC | 12,988 | $3.91M | 0.67% | −40−0.3% | Reduced |
| Gilliland Jeter Wealth Management LLC | 12,993 | $3.91M | 1.36% | −412−3.1% | Reduced |
| Modera Wealth Management, LLC | 12,993 | $3.91M | 0.06% | +1,755+15.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 13,000 | $3.92M | 1.99% | +3,000+30.0% | Added |
| Harbor Investment Advisory, LLC | 29,642 | $3.92M | 0.41% | −185−0.6% | Reduced |
| Redwood Investments, LLC | 15,204 | $3.94M | 1.15% | −5,133−25.2% | Reduced |
| GeoWealth Management, LLC | 13,237 | $3.99M | 0.15% | +4,913+59.0% | Added |
| PFG Investments, LLC | 13,339 | $4.02M | 0.24% | +8,744+190.3% | Added |
| Midwest Professional Planners, LTD. | 13,413 | $4.04M | 1.42% | +2,013+17.7% | Added |
| Hudson Bay Capital Management LP | 13,444 | $4.05M | 0.04% | −472,556−97.2% | Reduced |
| Norden Group LLC | 13,471 | $4.06M | 0.82% | +1,941+16.8% | Added |
| CenterBook Partners LP | 13,482 | $4.06M | 0.28% | +3,777+38.9% | Added |
| Transcend Wealth Collective, LLC | 13,495 | $4.06M | 0.33% | +255+1.9% | Added |
| a16z Perennial Management, L.P. | 13,528 | $4.07M | 0.38% | −28,800−68.0% | Reduced |
| Cornerstone Wealth Group, LLC | 13,553 | $4.08M | 0.38% | −3,480−20.4% | Reduced |
| Jump Financial, LLC | 13,776 | $4.15M | 0.11% | −10,069−42.2% | Reduced |
| Penserra Capital Management LLC | 13,899 | $4.18M | 0.05% | −10,675−43.4% | Reduced |
| Axxcess Wealth Management, LLC | 13,954 | $4.20M | 0.12% | +2,461+21.4% | Added |
| Transatlantique Private Wealth LLC | 14,032 | $4.20M | 1.83% | −344−2.4% | Reduced |
| Smithbridge Asset Management Inc | 13,962 | $4.21M | 0.87% | −97−0.7% | Reduced |
| Cozad Asset Management Inc | 13,963 | $4.21M | 0.44% | −85−0.6% | Reduced |
| Hixon Zuercher, LLC | 14,034 | $4.23M | 1.79% | +56+0.4% | Added |
| WD Rutherford LLC | 14,055 | $4.23M | 2.19% | −643−4.4% | Reduced |
| Charter Trust Co | 14,079 | $4.24M | 0.28% | +790+5.9% | Added |
| NBT Bank N A | 14,098 | $4.25M | 0.31% | −30−0.2% | Reduced |
| Capital Analysts, LLC | 14,132 | $4.26M | 0.20% | +131+0.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 14,138 | $4.26M | 2.55% | −3,000−17.5% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14,150 | $4.27M | 1.11% | +14,150 | New |
| Kingswood Wealth Advisors, LLC | 14,187 | $4.27M | 0.49% | −2,274−13.8% | Reduced |
| Trust Co of Toledo NA | 14,309 | $4.31M | 0.67% | +591+4.3% | Added |
| Edmond de Rothschild Holding S.A. | 14,336 | $4.32M | 0.07% | −2,071−12.6% | Reduced |
| Merit Financial Group, LLC | 15,821 | $4.33M | 0.10% | +8,187+107.2% | Added |
| Northeast Financial Consultants Inc | 14,573 | $4.39M | 0.22% | +152+1.1% | Added |
| Quadrant Private Wealth Management, LLC | 14,571 | $4.39M | 1.11% | +74+0.5% | Added |
| Aperture Investors, LLC | 14,615 | $4.40M | 0.56% | −3,172−17.8% | Reduced |
| BNC Wealth Management, LLC | 14,673 | $4.42M | 1.89% | +512+3.6% | Added |
| Granite Investment Partners, LLC | 14,682 | $4.42M | 0.17% | −98−0.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 14,743 | $4.44M | 0.35% | −19,370−56.8% | Reduced |