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; 2,492 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
- 2,769
- +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
- 1,121 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| Aspect Partners, LLC | 109 | $32.8K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 111 | $33.4K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 111 | $33.5K | 0.00% | −55−33.1% | Reduced |
| Oakworth Capital, Inc. | 115 | $34.6K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 116 | $34.9K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 117 | $35.2K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 117 | $35.2K | 0.03% | 00.0% | Unchanged |
| Union Savings Bank | 120 | $36.1K | 0.02% | 00.0% | Unchanged |
| Centennial Bank | 120 | $36.1K | 0.02% | −3−2.4% | Reduced |
| Colonial Trust Advisors | 121 | $36.4K | 0.00% | +8+7.1% | Added |
| First Personal Financial Services | 122 | $36.7K | 0.01% | −108−47.0% | Reduced |
| FSA Wealth Management LLC | 126 | $37.9K | 0.02% | −27−17.6% | Reduced |
| IAG Wealth Partners, LLC | 130 | $39.2K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 130 | $39.7K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 135 | $40.7K | 0.01% | −29−17.7% | Reduced |
| AlphaMark Advisors, LLC | 136 | $41.0K | 0.01% | −3−2.2% | Reduced |
| Pflug Koory, LLC | 138 | $41.6K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 140 | $42.2K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 141 | $42.5K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 149 | $44.9K | 0.00% | 00.0% | Unchanged |
| CapitalatWork S.A. | – | $45.0K | 0.00% | – | – |
| Slocum, Gordon & Co LLP | 150 | $45.2K | 0.03% | −68−31.2% | Reduced |
| Hoey Investments, Inc | 150 | $45.2K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 150 | $45.2K | 0.02% | +84+127.3% | Added |
| Core Alternative Capital | 153 | $46.1K | 0.01% | −753−83.1% | Reduced |
| Caitlin John, LLC | 155 | $46.7K | 0.04% | −7−4.3% | Reduced |
| Friedenthal Financial | 155 | $46.7K | 0.03% | +155 | New |
| McCarthy Grittinger Financial Group, LLC | 165 | $49.7K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 166 | $50.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 168 | $50.6K | 0.06% | 00.0% | Unchanged |
| Main Street Group, LTD | 169 | $51.0K | 0.02% | +50+42.0% | Added |
| Duncker Streett & Co Inc | 173 | $52.1K | 0.01% | +170+5,666.7% | Added |
| Tradewinds Capital Management, LLC | 179 | $53.9K | 0.01% | +5+2.9% | Added |
| Sachetta, LLC | 209 | $55.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 185 | $55.7K | 0.03% | −8−4.1% | Reduced |
| Peoples Bank | 190 | $57.2K | 0.04% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 193 | $58.1K | 0.09% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 194 | $58.6K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 195 | $58.7K | 0.04% | +195 | New |
| Belmont Capital, LLC | 198 | $59.6K | 0.02% | +97+96.0% | Added |
| Breakwater Investment Management | 200 | $60.2K | 0.03% | +200 | New |
| Tidemark, LLC | 203 | $61.1K | 0.03% | −56−21.6% | Reduced |
| McIlrath & Eck, LLC | 208 | $62.6K | 0.01% | +20+10.6% | Added |
| Baldwin Brothers Inc | 213 | $64.2K | 0.00% | −412−65.9% | Reduced |
| CGC Financial Services, LLC | 223 | $67.2K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 227 | $68.6K | 0.13% | −6,377−96.6% | Reduced |
| Pacific Center for Financial Services | 230 | $69.3K | 0.02% | +46+25.0% | Added |
| Institutional & Family Asset Management, LLC | 231 | $69.6K | 0.01% | −17−6.9% | Reduced |
| Operose Advisors LLC | 231 | $69.6K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 231 | $69.6K | 0.01% | +36+18.5% | Added |
| Hartford Financial Management Inc. | 235 | $70.8K | 0.01% | −24−9.3% | Reduced |
| Tucker Asset Management LLC | 241 | $72.6K | 0.02% | +59+32.4% | Added |
| Armstrong Advisory Group, Inc | 281 | $73.9K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 246 | $74.1K | 0.05% | +246 | New |
| Cherry Tree Wealth Management, LLC | 251 | $75.6K | 0.02% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 253 | $76.2K | 0.06% | +253 | New |
| Creekmur Asset Management LLC | 255 | $76.8K | 0.03% | +121+90.3% | Added |
| ZRC Wealth Management, LLC | 259 | $78.0K | 0.04% | −11−4.1% | Reduced |
| Tower View Investment Management & Research LLC | 260 | $78.3K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 260 | $78.3K | 0.03% | +67+34.7% | Added |
| JCIC Asset Management Inc. | 264 | $79.5K | 0.03% | +40+17.9% | Added |
| Dunhill Financial, LLC | 266 | $80.2K | 0.06% | +12+4.7% | Added |
| Cornerstone Planning Group LLC | 309 | $84.6K | 0.03% | −71−18.7% | Reduced |
| Northwest Capital Management Inc | 283 | $85.2K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 283 | $85.2K | 0.02% | +4+1.4% | Added |
| Barrett & Company, Inc. | 285 | $85.8K | 0.04% | +175+159.1% | Added |
| Delta Asset Management LLC | 295 | $88.8K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 297 | $89.0K | 0.06% | +297 | New |
| Logan Capital Management Inc | 298 | $89.8K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 297 | $89.8K | 0.04% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 299 | $90.1K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 455 | $90.9K | 0.01% | +455 | New |
| MUFG Securities EMEA plc | 310 | $93.4K | 0.01% | −4,221−93.2% | Reduced |
| Bank of New Hampshire | 310 | $93.4K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 311 | $93.7K | 0.05% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 311 | $93.8K | 0.02% | −5−1.6% | Reduced |
| Ogorek Anthony Joseph | 314 | $94.0K | 0.03% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 325 | $98.0K | 0.04% | +1+0.3% | Added |
| Estabrook Capital Management | 331 | $99.7K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 347 | $104.5K | 0.05% | +42+13.8% | Added |
| FWL Investment Management, LLC | 358 | $107.8K | 0.06% | +108+43.2% | Added |
| City Holding Co | 360 | $108.4K | 0.02% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 360 | $108.4K | 0.09% | +323+873.0% | Added |
| Northwest Investment Counselors, LLC | 362 | $109.0K | 0.03% | +362 | New |
| Mizuho Securities Co. Ltd. | 370 | $111.4K | 0.61% | −2,130−85.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 371 | $111.7K | 0.05% | +6+1.6% | Added |
| EnRich Financial Partners LLC | 373 | $112.3K | 0.04% | +373 | New |
| Householder Group Estate & Retirement Specialist, LLC | 376 | $113.2K | 0.03% | −1−0.3% | Reduced |
| Virtus Investment Advisers, Inc. | 376 | $113.2K | 0.08% | −40−9.6% | Reduced |
| RFP Financial Group LLC | 387 | $116.6K | 0.05% | +61+18.7% | Added |
| GW&K Investment Management, LLC | 391 | $118.0K | 0.00% | −28−6.7% | Reduced |
| Atlas Capital Advisors LLC | 395 | $119.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 398 | $119.9K | 0.01% | +105+35.8% | Added |
| WFA Asset Management Corp | 400 | $120.5K | 0.06% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 400 | $120.5K | 0.04% | +400 | New |
| West Tower Group, LLC | 400 | $120.5K | 0.36% | +400 | New |
| Financial Connections Group, Inc. | 416 | $126.0K | 0.14% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 420 | $126.5K | 0.03% | +402+2,233.3% | Added |
| Cordant, Inc. | 422 | $127.1K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 426 | $128.3K | 0.01% | −11−2.5% | Reduced |