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 |
|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 14,744 | $4.44M | 1.39% | −4,438−23.1% | Reduced |
| Hudson Capital Management LLC | 14,793 | $4.46M | 1.54% | −10.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 14,843 | $4.47M | 2.07% | +197+1.3% | Added |
| Invst, LLC | 14,863 | $4.49M | 0.53% | −1,138−7.1% | Reduced |
| Stansberry Asset Management, LLC | 14,917 | $4.49M | 0.61% | +1,072+7.7% | Added |
| Cavalier Investments, LLC | 14,947 | $4.50M | 1.64% | +813+5.8% | Added |
| Central Pacific Bank - Trust Division | 14,899 | $4.50M | 0.56% | +14,899 | New |
| Sofos Investments, Inc. | 15,969 | $4.51M | 0.60% | +7,965+99.5% | Added |
| UBS Oconnor LLC | 15,000 | $4.52M | 0.13% | +3,500+30.4% | Added |
| Mirova | 15,084 | $4.54M | 0.80% | +1,616+12.0% | Added |
| Arlington Financial Advisors, LLC | 15,099 | $4.55M | 1.00% | −1,147−7.1% | Reduced |
| Simplex Trading, LLC | 15,255 | $4.59M | 0.13% | −138,432−90.1% | Reduced |
| E Fund Management Co., Ltd. | 15,287 | $4.60M | 0.29% | +6,951+83.4% | Added |
| Vickerman Investment Advisors, Inc. | 15,380 | $4.63M | 1.49% | −505−3.2% | Reduced |
| KCM Investment Advisors LLC | 15,471 | $4.66M | 0.17% | −1,337−8.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 15,583 | $4.69M | 0.20% | +7,530+93.5% | Added |
| Red Door Wealth Management, LLC | 15,604 | $4.70M | 0.91% | +1,044+7.2% | Added |
| Sepio Capital, LP | 15,621 | $4.70M | 0.40% | +1,012+6.9% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $4.71M | 0.19% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 15,774 | $4.75M | 0.38% | +216+1.4% | Added |
| Benson Investment Management Company, Inc. | 15,797 | $4.76M | 2.02% | −2,744−14.8% | Reduced |
| NewSquare Capital LLC | 15,820 | $4.76M | 0.42% | +690+4.6% | Added |
| Linscomb & Williams, Inc. | 15,904 | $4.79M | 0.25% | +23+0.1% | Added |
| First Hawaiian Bank | 15,966 | $4.81M | 0.15% | +1,971+14.1% | Added |
| Wedmont Private Capital | 15,904 | $4.81M | 0.35% | +2,633+19.8% | Added |
| Pitcairn Co | 15,985 | $4.81M | 0.31% | −276−1.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $4.82M | 1.14% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 16,014 | $4.82M | 0.56% | +219+1.4% | Added |
| Pegasus Asset Management, Inc. | 16,158 | $4.87M | 1.88% | +74+0.5% | Added |
| Whalerock Point Partners, LLC | 16,189 | $4.88M | 1.33% | +375+2.4% | Added |
| Advisors Asset Management, Inc. | 16,227 | $4.89M | 0.09% | +3,327+25.8% | Added |
| Louisbourg Investments Inc. | 19,802 | $4.89M | 1.36% | −1,907−8.8% | Reduced |
| Equitable Holdings, Inc. | 16,264 | $4.90M | 0.06% | +1,959+13.7% | Added |
| Ballentine Partners, LLC | 16,340 | $4.92M | 0.09% | +1,475+9.9% | Added |
| Alliance Wealth Advisors, LLC | 16,343 | $4.92M | 1.47% | +517+3.3% | Added |
| Hills Bank & Trust Co | 16,395 | $4.94M | 0.42% | −336−2.0% | Reduced |
| Timber Creek Capital Management LLC | 16,400 | $4.94M | 1.54% | −1,665−9.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 16,419 | $4.95M | 0.21% | +3,103+23.3% | Added |
| Renaissance Investment Group LLC | 16,483 | $4.96M | 1.14% | +16,483 | New |
| FRG Family Wealth Advisors LLC | 18,497 | $4.97M | 0.98% | −135−0.7% | Reduced |
| David J Yvars Group | 16,562 | $4.99M | 3.36% | +252+1.5% | Added |
| Meridian Management Co | 16,591 | $5.00M | 1.36% | −6,430−27.9% | Reduced |
| Gateway Advisory, LLC | 16,595 | $5.00M | 0.88% | +1,123+7.3% | Added |
| Condor Capital Management | 16,608 | $5.00M | 0.49% | −354−2.1% | Reduced |
| Schechter Investment Advisors, LLC | 16,659 | $5.02M | 0.38% | +2,606+18.5% | Added |
| Harbor Capital Advisors, Inc. | 16,678 | $5.02M | 0.66% | −1,755−9.5% | Reduced |
| Asio Capital, LLC | 16,731 | $5.05M | 1.07% | +691+4.3% | Added |
| Prentiss Smith & Co Inc | 16,766 | $5.05M | 3.55% | −409−2.4% | Reduced |
| Clark Capital Management Group, Inc. | 16,875 | $5.08M | 0.04% | +2,544+17.8% | Added |
| Ascent Group, LLC | 16,975 | $5.11M | 0.45% | +7,547+80.0% | Added |
| First Interstate Bank | 17,015 | $5.12M | 0.35% | −1,062−5.9% | Reduced |
| Savant Capital, LLC | 17,032 | $5.13M | 0.06% | +456+2.8% | Added |
| Canandaigua National Bank & Trust Co | 17,057 | $5.14M | 0.76% | −955−5.3% | Reduced |
| HighPoint Advisor Group LLC | 18,565 | $5.15M | 0.36% | +110+0.6% | Added |
| Brady Family Wealth, LLC | 17,135 | $5.16M | 1.67% | +12,371+259.7% | Added |
| Coldstream Capital Management Inc | 17,203 | $5.18M | 0.13% | +2,637+18.1% | Added |
| Lockheed Martin Investment Management Co | 21,310 | $5.18M | 0.38% | −11,410−34.9% | Reduced |
| Cabot Wealth Management Inc | 17,246 | $5.19M | 0.68% | −218−1.2% | Reduced |
| YHB Investment Advisors, Inc. | 17,290 | $5.21M | 0.46% | +1,113+6.9% | Added |
| South State Corp. | 17,386 | $5.24M | 0.41% | −432−2.4% | Reduced |
| Bragg Financial Advisors, Inc | 17,420 | $5.25M | 0.24% | +12,441+249.9% | Added |
| Cullinan Associates Inc | 17,447 | $5.25M | 0.29% | −13,260−43.2% | Reduced |
| HBW Advisory Services LLC | 20,111 | $5.29M | 0.99% | 00.0% | Unchanged |
| Mirabaud Asset Management Ltd | 17,596 | $5.30M | 2.14% | −5,526−23.9% | Reduced |
| National Asset Management, Inc. | 26,343 | $5.34M | 0.14% | +411+1.6% | Added |
| Baker Tilly Wealth Management, LLC | 17,824 | $5.37M | 0.97% | −1,347−7.0% | Reduced |
| Cyndeo Wealth Partners, LLC | 17,890 | $5.39M | 0.45% | −1,548−8.0% | Reduced |
| Woodmont Investment Counsel LLC | 17,896 | $5.39M | 0.45% | +20+0.1% | Added |
| Beck Capital Management, LLC | 17,897 | $5.39M | 1.55% | +13+0.1% | Added |
| Mirabaud & Cie SA | 17,934 | $5.40M | 1.91% | −7,561−29.7% | Reduced |
| Alyeska Investment Group, L.P. | 17,980 | $5.42M | 0.03% | +17,980 | New |
| Maytus Capital Management, LLC | 18,000 | $5.42M | 2.30% | −7,000−28.0% | Reduced |
| Gifford Fong Associates | 18,009 | $5.42M | 1.50% | −10,577−37.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 18,203 | $5.48M | 2.60% | −927−4.8% | Reduced |
| Harbour Capital Advisors, LLC | 18,035 | $5.48M | 1.36% | +151+0.8% | Added |
| Oak Associates, Ltd | 18,210 | $5.48M | 0.38% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 18,263 | $5.50M | 1.45% | +79+0.4% | Added |
| Independent Financial Group, LLC | 18,384 | $5.54M | 0.25% | −174−0.9% | Reduced |
| GAM Holding AG | 18,385 | $5.54M | 0.40% | +18,385 | New |
| Nwam LLC | 20,011 | $5.55M | 0.45% | +18,000+895.1% | Added |
| Thoroughbred Financial Services, LLC | 18,451 | $5.56M | 0.53% | −4,023−17.9% | Reduced |
| L & S Advisors Inc | 18,503 | $5.57M | 0.63% | −11,132−37.6% | Reduced |
| Parsons Capital Management Inc | 18,588 | $5.60M | 0.38% | −506−2.7% | Reduced |
| Bray Capital Advisors | 18,601 | $5.60M | 1.42% | −35−0.2% | Reduced |
| SFMG, LLC | 18,629 | $5.61M | 0.48% | −10.0% | Reduced |
| Wahed Invest LLC | 18,640 | $5.61M | 1.28% | +2,544+15.8% | Added |
| HB Wealth Management, LLC | 18,674 | $5.62M | 0.07% | +4,911+35.7% | Added |
| Zions Bancorporation, N.A. | 18,696 | $5.63M | 0.41% | −81−0.4% | Reduced |
| CAPROCK Group, Inc. | 18,680 | $5.63M | 0.32% | +531+2.9% | Added |
| Gladstone Institutional Advisory LLC | 18,749 | $5.65M | 0.31% | −741−3.8% | Reduced |
| First Horizon Advisors, Inc. | 18,768 | $5.65M | 0.17% | −7,010−27.2% | Reduced |
| Sawyer & Company, Inc | 18,785 | $5.66M | 2.26% | −232−1.2% | Reduced |
| Chiron Investment Management, LLC | 18,945 | $5.71M | 2.47% | +18,945 | New |
| Miracle Mile Advisors, LLC | 18,946 | $5.71M | 0.14% | −158−0.8% | Reduced |
| Signaturefd, LLC | 18,985 | $5.72M | 0.12% | +862+4.8% | Added |
| Moody Lynn & Lieberson, LLC | 19,004 | $5.72M | 0.38% | +12,038+172.8% | Added |
| Chemung Canal Trust Co | 19,006 | $5.72M | 1.11% | −322−1.7% | Reduced |
| Engineers Gate Manager LP | 19,117 | $5.76M | 0.15% | +15,850+485.2% | Added |
| Garde Capital, Inc. | 19,200 | $5.78M | 0.40% | −453−2.3% | Reduced |
| Horizon Investments, LLC | 19,202 | $5.78M | 0.15% | +406+2.2% | Added |