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 |
|---|---|---|---|---|---|
| Liberty One Investment Management, LLC | 436 | $131.3K | 0.01% | +436 | New |
| Frazier Financial Advisors, LLC | 441 | $132.8K | 0.11% | +356+418.8% | Added |
| Emerald Mutual Fund Advisers Trust | 447 | $134.6K | 0.01% | +447 | New |
| Activest Wealth Management | 448 | $134.9K | 0.06% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 453 | $136.4K | 0.04% | +453 | New |
| Bell Investment Advisors, Inc | 457 | $137.6K | 0.03% | +7+1.6% | Added |
| Evergreen Private Wealth LLC | 459 | $138.2K | 0.07% | 00.0% | Unchanged |
| Clean Yield Group | 461 | $138.8K | 0.05% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 463 | $139.4K | 0.06% | −161−25.8% | Reduced |
| Dakota Community Bank & Trust NA | 463 | $139.4K | 0.75% | −95−17.0% | Reduced |
| Mascoma Wealth Management LLC | 467 | $140.7K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 468 | $141.0K | 0.07% | −30−6.0% | Reduced |
| JFS Wealth Advisors, LLC | 475 | $143.1K | 0.01% | +122+34.6% | Added |
| Pin Oak Investment Advisors Inc | 498 | $150.0K | 0.14% | −55−9.9% | Reduced |
| Atwood & Palmer Inc | 499 | $150.3K | 0.01% | +19+4.0% | Added |
| Optimum Investment Advisors | 500 | $150.6K | 0.07% | −5−1.0% | Reduced |
| Kessler Investment Group, LLC | 500 | $150.6K | 0.09% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 505 | $152.0K | 0.05% | −35−6.5% | Reduced |
| First Command Advisory Services, Inc. | 505 | $152.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 511 | $153.9K | 0.03% | +294+135.5% | Added |
| Carolinas Wealth Consulting LLC | 529 | $159.5K | 0.03% | +121+29.7% | Added |
| Accordant Advisory Group Inc | 544 | $163.8K | 0.12% | +544 | New |
| First Community Trust NA | 558 | $168.1K | 0.16% | +525+1,590.9% | Added |
| Tompkins Financial Corp | 571 | $172.0K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 587 | $176.9K | 0.07% | +33+6.0% | Added |
| Highline Wealth Partners LLC | 592 | $178.3K | 0.07% | +48+8.8% | Added |
| Globeflex Capital L P | 600 | $180.7K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 606 | $183.0K | 0.03% | +111+22.4% | Added |
| Paloma Partners Management Co | 620 | $186.7K | 0.03% | +620 | New |
| SYSTM Wealth Solutions LLC | 635 | $191.4K | 0.02% | −12−1.9% | Reduced |
| Register Financial Advisors LLC | 637 | $191.9K | 0.10% | +637 | New |
| Richelieu Gestion PLC | 650 | $196.0K | 0.20% | +50+8.3% | Added |
| Archer Investment Corp | 659 | $198.5K | 0.06% | +214+48.1% | Added |
| Ulland Investment Advisors, LLC | 662 | $199.0K | 0.16% | +656+10,933.3% | Added |
| DT Investment Partners, LLC | 662 | $199.4K | 0.02% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 665 | $200.3K | 0.13% | +665 | New |
| Centennial Wealth Advisory LLC | 668 | $201.2K | 0.09% | +668 | New |
| Latitude Advisors, LLC | 669 | $201.5K | 0.13% | +669 | New |
| ERn Financial, LLC | 670 | $201.7K | 0.03% | +670 | New |
| King Wealth | 670 | $202.0K | 0.04% | +670 | New |
| Campbell Wealth Management | 671 | $202.0K | 0.02% | +671 | New |
| Harbor Advisory Corp | 671 | $202.1K | 0.07% | +671 | New |
| BancorpSouth Bank | 672 | $202.4K | 0.01% | +672 | New |
| Financial Network Wealth Advisors LLC | 672 | $202.4K | 0.20% | +672 | New |
| Stewart & Patten Co LLC | 673 | $202.7K | 0.03% | −100−12.9% | Reduced |
| Tyler-Stone Wealth Management | 673 | $202.7K | 0.09% | +18+2.7% | Added |
| Riverstone Advisors, LLC | 676 | $203.6K | 0.12% | +676 | New |
| Diversified, LLC | 676 | $203.6K | 0.03% | +676 | New |
| Affiance Financial, LLC | 677 | $203.9K | 0.06% | +677 | New |
| US Asset Management LLC | 681 | $205.0K | 0.18% | +681 | New |
| Weaver Consulting Group | 681 | $205.1K | 0.08% | +681 | New |
| Willner & Heller, LLC | 681 | $205.1K | 0.20% | +681 | New |
| Stage Harbor Financial, LLC | 682 | $205.4K | 0.19% | +682 | New |
| Transcendent Capital Group LLC | 683 | $205.7K | 0.12% | −1,934−73.9% | Reduced |
| Monarch Capital Management Inc | 683 | $206.0K | 0.06% | +683 | New |
| Cherrydale Wealth Management, LLC | 684 | $206.0K | 0.10% | +684 | New |
| Taylor Financial Group, Inc. | 685 | $206.3K | 0.16% | +685 | New |
| WealthCollab, LLC | 685 | $206.3K | 0.15% | −49−6.7% | Reduced |
| RBA Wealth Management, LLC | 686 | $206.6K | 0.08% | +686 | New |
| Marion Wealth Management | 686 | $206.6K | 0.06% | +686 | New |
| Associated Banc-Corp | 687 | $206.9K | 0.01% | +687 | New |
| New Covenant Trust Company, N.A. | 689 | $207.5K | 0.21% | +689 | New |
| D.B. Root & Company, LLC | 690 | $207.8K | 0.07% | −573−45.4% | Reduced |
| Sandbox Financial Partners, LLC | 691 | $208.0K | 0.09% | +691 | New |
| Rockbridge Investment Management, LCC | 692 | $208.4K | 0.03% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 775 | $208.4K | 0.08% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 694 | $209.0K | 0.04% | +694 | New |
| Vigilare Wealth Management | 695 | $209.3K | 0.10% | −1,450−67.6% | Reduced |
| NCM Capital Management, LLC | 695 | $209.3K | 0.12% | +695 | New |
| Arvest Investments, Inc. | 696 | $209.6K | 0.03% | −25−3.5% | Reduced |
| REDW Wealth LLC | 697 | $209.9K | 0.06% | +697 | New |
| Hemington Wealth Management | 696 | $210.0K | 0.08% | +696 | New |
| Alterna Wealth Management, Inc | 698 | $210.2K | 0.21% | +698 | New |
| Sustainable Insight Capital Management, LLC | 699 | $210.5K | 0.15% | −200−22.2% | Reduced |
| Blume Capital Management, Inc. | 700 | $210.8K | 0.05% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 700 | $210.8K | 0.96% | 00.0% | Unchanged |
| JMG Financial Group, Ltd. | 700 | $210.8K | 0.01% | +700 | New |
| Apeiron RIA LLC | 702 | $211.4K | 0.06% | −306−30.4% | Reduced |
| Talisman Wealth Advisors LLC | 702 | $211.4K | 0.27% | +702 | New |
| Full Sail Capital, LLC | 704 | $212.0K | 0.01% | +704 | New |
| Journey Strategic Wealth LLC | 705 | $212.3K | 0.01% | +705 | New |
| Athena Investment Management | 705 | $212.3K | 0.13% | +705 | New |
| GSB Wealth Management, LLC | 708 | $213.1K | 0.06% | +708 | New |
| Sather Financial Group Inc | 708 | $213.2K | 0.02% | +708 | New |
| Financial Management Network Inc | 725 | $213.3K | 0.05% | +725 | New |
| Safeguard Investment Advisory Group, LLC | 709 | $213.5K | 0.07% | +709 | New |
| Humankind Investments LLC | 713 | $214.7K | 0.06% | −150−17.4% | Reduced |
| Montz Harcus Wealth Management LLC | 713 | $214.7K | 0.15% | +713 | New |
| Howe & Rusling Inc | 716 | $215.6K | 0.02% | +716 | New |
| Mach-1 Financial Group, Inc. | 716 | $215.6K | 0.16% | +716 | New |
| Regis Management CO LLC | 716 | $216.0K | 0.07% | +716 | New |
| Holistic Financial Partners | 719 | $216.5K | 0.11% | −100−12.2% | Reduced |
| Affinity Capital Advisors, LLC | 721 | $217.2K | 0.05% | −91−11.2% | Reduced |
| Marest Capital, LLC | 722 | $217.5K | 0.20% | +722 | New |
| Pring Turner Capital Group Inc | 722 | $217.5K | 0.16% | +722 | New |
| Holistic Planning, LLC | 724 | $218.1K | 0.17% | +724 | New |
| Planning Capital Management Corp | 728 | $219.3K | 0.16% | −181−19.9% | Reduced |
| Summit Asset Management, LLC | 729 | $219.6K | 0.05% | +729 | New |
| Altus Wealth Group LLC | 729 | $219.6K | 0.11% | +729 | New |
| Hoxton Planning & Management, LLC | 730 | $219.9K | 0.11% | +730 | New |