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 |
|---|---|---|---|---|---|
| Meridian Wealth Advisors, LLC | 19,219 | $5.79M | 1.09% | +537+2.9% | Added |
| Peapack Gladstone Financial Corp | 19,254 | $5.80M | 0.09% | −417−2.1% | Reduced |
| Caldwell Trust Co | 19,333 | $5.82M | 0.68% | +640+3.4% | Added |
| Univest Financial Corp | 19,337 | $5.82M | 1.64% | +2,984+18.2% | Added |
| M. Kulyk & Associates, LLC | 19,416 | $5.85M | 1.36% | −2,593−11.8% | Reduced |
| NorthRock Partners, LLC | 19,428 | $5.86M | 0.23% | +1,819+10.3% | Added |
| Bouvel Investment Partners, LLC | 19,495 | $5.87M | 2.54% | −89−0.5% | Reduced |
| Concurrent Investment Advisors, LLC | 45,419 | $5.87M | 0.24% | −1,654−3.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,511 | $5.88M | 0.27% | +1,265+6.9% | Added |
| Dorsey & Whitney Trust CO LLC | 19,533 | $5.88M | 0.40% | −587−2.9% | Reduced |
| Iowa State Bank | 19,616 | $5.91M | 1.31% | −2,448−11.1% | Reduced |
| Adviser Investments LLC | 19,668 | $5.92M | 0.08% | +2,019+11.4% | Added |
| Elite Wealth Management, Inc. | 19,702 | $5.93M | 1.44% | −1,739−8.1% | Reduced |
| Patton Fund Management, Inc. | 19,731 | $5.94M | 1.08% | −2,690−12.0% | Reduced |
| Greater Midwest Financial Group, LLC | 19,923 | $6.00M | 3.76% | +7,287+57.7% | Added |
| Alight Capital Management LP | 20,000 | $6.02M | 1.91% | −20,000−50.0% | Reduced |
| Eastover Investment Advisors LLC | 20,011 | $6.03M | 2.96% | +14,076+237.2% | Added |
| Allworth Financial LP | 20,029 | $6.03M | 0.04% | +4,834+31.8% | Added |
| Bailard, Inc. | 20,070 | $6.04M | 0.17% | +476+2.4% | Added |
| AMS Capital Ltda | 20,090 | $6.05M | 1.66% | +20,090 | New |
| Petredis Investment Advisors LLC | 20,109 | $6.06M | 0.73% | +305+1.5% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $6.06M | 2.20% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 20,143 | $6.07M | 0.05% | −2,023−9.1% | Reduced |
| Cullen Investment Group, Ltd. | 20,015 | $6.08M | 0.96% | −114−0.6% | Reduced |
| Bridge Creek Capital Management LLC | 20,374 | $6.14M | 1.97% | −229−1.1% | Reduced |
| V-Square Quantitative Management LLC | 20,405 | $6.15M | 1.03% | +3,919+23.8% | Added |
| Atom Investors LP | 20,425 | $6.15M | 0.77% | +10,288+101.5% | Added |
| Westbourne Investment Advisors, Inc. | 20,440 | $6.16M | 2.27% | −1,317−6.1% | Reduced |
| Vision Capital Management, Inc. | 20,447 | $6.16M | 0.92% | −2,278−10.0% | Reduced |
| D L Carlson Investment Group Inc | 20,499 | $6.17M | 1.21% | −313−1.5% | Reduced |
| Boston Private Wealth LLC | 20,515 | $6.18M | 0.14% | −1,354−6.2% | Reduced |
| Artisan Partners Limited Partnership | 20,522 | $6.18M | 0.01% | +20,522 | New |
| Empowered Funds, LLC | 20,566 | $6.19M | 0.11% | −6,750−24.7% | Reduced |
| Dynamic Advisor Solutions LLC | 20,650 | $6.22M | 0.21% | −6,514−24.0% | Reduced |
| Partners Capital Investment Group, LLP | 20,652 | $6.22M | 0.17% | −23,584−53.3% | Reduced |
| Veriti Management LLC | 20,704 | $6.24M | 0.46% | +1,836+9.7% | Added |
| Once Capital Management, LLC | 20,800 | $6.26M | 3.66% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 20,851 | $6.28M | 0.69% | +15,278+274.1% | Added |
| Trust Co of Kansas | 20,897 | $6.29M | 3.43% | −117−0.6% | Reduced |
| Pioneer Trust Bank N A | 20,905 | $6.30M | 1.75% | +1,315+6.7% | Added |
| Apollon Wealth Management, LLC | 20,994 | $6.32M | 0.20% | +2,443+13.2% | Added |
| Foundations Investment Advisors, LLC | 21,026 | $6.33M | 0.17% | +3,653+21.0% | Added |
| Sowell Financial Services LLC | 21,028 | $6.34M | 0.30% | +1,632+8.4% | Added |
| De Burlo Group Inc | 21,144 | $6.37M | 0.85% | −2,835−11.8% | Reduced |
| RB Capital Management, LLC | 21,237 | $6.40M | 1.71% | +201+1.0% | Added |
| St Germain D J Co Inc | 21,286 | $6.41M | 0.31% | +178+0.8% | Added |
| Meritage Portfolio Management | 21,293 | $6.41M | 0.41% | −1,374−6.1% | Reduced |
| IMC-Chicago, LLC | 21,297 | $6.41M | 0.22% | +21,297 | New |
| Diversify Advisory Services, LLC | 21,324 | $6.45M | 0.38% | +21,324 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 22,376 | $6.46M | 2.55% | +250+1.1% | Added |
| Hyman Charles D | 21,479 | $6.47M | 0.36% | +20+0.1% | Added |
| Palo DS Manager LLC | 21,486 | $6.47M | 3.38% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 21,590 | $6.50M | 2.13% | −30−0.1% | Reduced |
| Icon Wealth Advisors, LLC | 21,591 | $6.50M | 0.60% | −553−2.5% | Reduced |
| FDx Advisors, Inc. | 21,600 | $6.50M | 0.99% | −12,586−36.8% | Reduced |
| Marex Group plc | 21,602 | $6.51M | 0.21% | +21,602 | New |
| Ardsley Advisory Partners LP | 21,800 | $6.57M | 0.94% | +10,525+93.3% | Added |
| Checchi Capital Advisers, LLC | 21,830 | $6.57M | 0.51% | +357+1.7% | Added |
| Principal Securities, Inc. | 21,917 | $6.60M | 0.21% | +9,787+80.7% | Added |
| Castleark Management LLC | 21,929 | $6.60M | 0.27% | +21,929 | New |
| KMG Fiduciary Partners, LLC | 21,936 | $6.61M | 0.68% | +4,344+24.7% | Added |
| Citizens Financial Group Inc | 21,970 | $6.62M | 0.22% | +17,457+386.8% | Added |
| Linden Thomas Advisory Services, LLC | 21,978 | $6.62M | 1.06% | +1,262+6.1% | Added |
| Mission Wealth Management, LP | 22,082 | $6.65M | 0.18% | +10,820+96.1% | Added |
| Plimoth Trust Co LLC | 22,143 | $6.67M | 1.78% | +496+2.3% | Added |
| Siemens Fonds Invest GmbH | 22,147 | $6.67M | 0.51% | −1,019−4.4% | Reduced |
| NFJ Investment Group, LLC | 22,188 | $6.68M | 0.18% | +13,350+151.1% | Added |
| Ossiam | 22,246 | $6.70M | 0.12% | −443,578−95.2% | Reduced |
| Argent Trust Co | 22,247 | $6.70M | 0.30% | +1,138+5.4% | Added |
| Teza Capital Management LLC | 22,282 | $6.71M | 0.89% | +22,282 | New |
| Strategic Blueprint, LLC | 22,355 | $6.73M | 0.48% | −352−1.6% | Reduced |
| Marietta Wealth Management, LLC | 22,472 | $6.77M | 1.12% | −2,585−10.3% | Reduced |
| Trifecta Capital Advisors, LLC | 22,499 | $6.78M | 1.65% | +879+4.1% | Added |
| Twin Capital Management Inc | 22,662 | $6.83M | 0.85% | −1,444−6.0% | Reduced |
| Group One Trading, L.P. | 22,707 | $6.84M | 0.24% | +5,919+35.3% | Added |
| Bank Hapoalim BM | 22,780 | $6.86M | 0.89% | −851−3.6% | Reduced |
| Venture Visionary Partners LLC | 22,898 | $6.90M | 0.33% | −517−2.2% | Reduced |
| Van Strum & Towne Inc. | 22,899 | $6.90M | 2.52% | −210−0.9% | Reduced |
| Financial Enhancement Group LLC | 23,460 | $6.90M | 1.13% | −18−0.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 22,950 | $6.91M | 1.13% | −340−1.5% | Reduced |
| Longbow Finance SA | 23,083 | $6.95M | 0.70% | +23,083 | New |
| Integrated Wealth Concepts LLC | 23,091 | $6.95M | 0.10% | +2,600+12.7% | Added |
| Boston Financial Mangement LLC | 23,152 | $6.97M | 0.22% | −1,180−4.8% | Reduced |
| Consolidated Investment Group LLC | 23,200 | $6.99M | 1.13% | 00.0% | Unchanged |
| Crestline Management, LP | 23,225 | $6.99M | 0.66% | −12,798−35.5% | Reduced |
| Progressive Investment Management Corp | 23,296 | $7.02M | 1.92% | −345−1.5% | Reduced |
| Soltis Investment Advisors LLC | 23,440 | $7.06M | 0.79% | −793−3.3% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 23,488 | $7.07M | 0.45% | −2,583−9.9% | Reduced |
| Alberta Investment Management Corp | 23,500 | $7.08M | 0.07% | 00.0% | Unchanged |
| Shell Asset Management Co | 27,552 | $7.08M | 0.32% | −10,172−27.0% | Reduced |
| Callahan Advisors, LLC | 23,542 | $7.09M | 0.74% | +3,521+17.6% | Added |
| AXS Investments LLC | 23,569 | $7.10M | 1.70% | −1,438−5.8% | Reduced |
| Valeo Financial Advisors, LLC | 72,094 | $7.13M | 0.26% | +385+0.5% | Added |
| Peloton Wealth Strategists | 23,747 | $7.15M | 2.90% | −1,603−6.3% | Reduced |
| Bleakley Financial Group, LLC | 23,855 | $7.18M | 0.21% | +3,186+15.4% | Added |
| FourThought Financial Partners, LLC | 23,902 | $7.20M | 0.82% | −1,462−5.8% | Reduced |
| NEOS Investment Management LLC | 23,902 | $7.20M | 0.45% | +5,875+32.6% | Added |
| Fragasso Group Inc. | 24,048 | $7.24M | 0.61% | −429−1.8% | Reduced |
| LM Advisors LLC | 24,090 | $7.25M | 1.15% | −10,706−30.8% | Reduced |
| RSM US Wealth Management LLC | 24,122 | $7.27M | 0.19% | +293+1.2% | Added |