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 |
|---|---|---|---|---|---|
| CCG Wealth Management, LLC | 731 | $220.2K | 0.13% | +731 | New |
| West Paces Advisors Inc. | 734 | $221.1K | 0.06% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 735 | $221.4K | 0.01% | +735 | New |
| American Trust | 740 | $222.9K | 0.02% | −267−26.5% | Reduced |
| Pachira Investments Inc. | 740 | $222.9K | 0.18% | +740 | New |
| E&G Advisors, LP | 744 | $224.1K | 0.07% | +744 | New |
| M3 Advisory Group, LLC | 746 | $224.7K | 0.20% | +746 | New |
| McAdam, LLC | 747 | $225.0K | 0.01% | +747 | New |
| Old Port Advisors | 749 | $225.6K | 0.07% | +749 | New |
| Advanced Asset Management Advisors Inc | 750 | $225.9K | 0.06% | +750 | New |
| Souders Financial Advisors | 751 | $226.2K | 0.04% | +751 | New |
| St. Louis Trust Co | 753 | $226.8K | 0.04% | +753 | New |
| Cassaday & Co Wealth Management LLC | 753 | $226.8K | 0.01% | +753 | New |
| Triad Wealth Partners, LLC | 753 | $226.8K | 0.17% | +753 | New |
| Capital Advisors, Ltd. LLC | 753 | $227.0K | 0.03% | +26+3.6% | Added |
| Kapitalo Investimentos Ltda | 754 | $227.1K | 0.05% | +561+290.7% | Added |
| Kathmere Capital Management, LLC | 755 | $227.4K | 0.03% | +755 | New |
| Obsidian Personal Planning Solutions LLC | 847 | $227.8K | 0.15% | −33−3.8% | Reduced |
| Pacific Sun Financial Corp | 758 | $228.3K | 0.13% | +758 | New |
| Tufton Capital Management | 758 | $228.3K | 0.04% | +758 | New |
| Exchange Bank | 759 | $228.6K | 0.19% | +759 | New |
| Element Pointe Advisors, LLC | 763 | $229.8K | 0.06% | −128−14.4% | Reduced |
| SOL Capital Management CO | 764 | $230.0K | 0.03% | −150−16.4% | Reduced |
| Ethos Financial Group, LLC | 761 | $230.0K | 0.04% | −66−8.0% | Reduced |
| Mechanics Bank Trust Department | 765 | $230.4K | 0.03% | +765 | New |
| Versant Capital Management, Inc | 765 | $230.4K | 0.07% | +47+6.5% | Added |
| Mitchell Sinkler & Starr | 765 | $230.4K | 0.06% | +765 | New |
| AJOVista, LLC | 775 | $233.4K | 0.63% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 775 | $233.4K | 0.03% | +775 | New |
| Old North State Wealth Management, LLC | 779 | $234.6K | 0.15% | −8,859−91.9% | Reduced |
| Gateway Wealth Partners, LLC | 779 | $234.6K | 0.08% | +779 | New |
| Riverwater Partners LLC | 780 | $234.9K | 0.17% | −380−32.8% | Reduced |
| Madrona Financial Services, LLC | 782 | $235.5K | 0.08% | +782 | New |
| Fiera Capital Corp | 783 | $235.8K | 0.00% | +783 | New |
| Lifestyle Asset Management, Inc. | 784 | $236.1K | 0.14% | +784 | New |
| J. L. Bainbridge & Co., Inc. | 785 | $236.4K | 0.03% | +14+1.8% | Added |
| Financial Management Professionals, Inc. | 785 | $237.0K | 0.03% | −25−3.1% | Reduced |
| Breakwater Capital Group | 789 | $237.6K | 0.06% | −16−2.0% | Reduced |
| Revisor Wealth Management LLC | 842 | $237.7K | 0.11% | +842 | New |
| Meridian Wealth Partners, LLC | 789 | $237.7K | 0.04% | +27+3.5% | Added |
| Cahill Financial Advisors Inc | 791 | $238.2K | 0.03% | +791 | New |
| Mosley Wealth Management | 792 | $238.5K | 0.22% | −42−5.0% | Reduced |
| TruWealth Advisors, LLC | 792 | $238.5K | 0.02% | 00.0% | Unchanged |
| Destination Wealth Management | 793 | $238.8K | 0.01% | +793 | New |
| HMS Capital Management, LLC | 794 | $239.1K | 0.13% | 00.0% | Unchanged |
| Pacitti Group Inc. | 798 | $240.5K | 0.13% | +798 | New |
| GFS Advisors, LLC | 801 | $241.0K | 0.04% | −19−2.3% | Reduced |
| Hexagon Capital Partners LLC | 802 | $241.5K | 0.05% | −155−16.2% | Reduced |
| Cascade Financial Partners, LLC | 821 | $241.6K | 0.03% | +821 | New |
| Jag Capital Management, LLC | 803 | $241.8K | 0.03% | −3−0.4% | Reduced |
| Echo45 Advisors LLC | 804 | $242.1K | 0.17% | +10+1.3% | Added |
| Apriem Advisors | 805 | $242.4K | 0.03% | −100−11.0% | Reduced |
| Horizon Bancorp Inc | 806 | $243.0K | 0.12% | +21+2.7% | Added |
| Gray Wealth Management Inc. | 808 | $243.4K | 0.11% | 00.0% | Unchanged |
| RHS Financial, LLC | 808 | $243.4K | 0.14% | +808 | New |
| Ellsworth Advisors, LLC | 828 | $243.7K | 0.07% | +828 | New |
| Circle Wealth Management, LLC | 810 | $244.0K | 0.01% | −1,779−68.7% | Reduced |
| Colonial Trust Co | 812 | $244.7K | 0.05% | +25+3.2% | Added |
| Total Clarity Wealth Management, Inc. | 815 | $245.5K | 0.09% | +49+6.4% | Added |
| Sound Income Strategies, LLC | 815 | $245.5K | 0.02% | +251+44.5% | Added |
| Source Financial Advisors LLC | 816 | $245.8K | 0.07% | +12+1.5% | Added |
| Canvas Wealth Advisors, LLC | 891 | $246.2K | 0.08% | +891 | New |
| Northwest Bancshares, Inc. | 819 | $246.7K | 0.04% | +819 | New |
| Washington Trust Bank | 821 | $247.3K | 0.02% | +821 | New |
| Townsend & Associates, Inc | 897 | $248.2K | 0.03% | +3+0.3% | Added |
| Abacus Planning Group, Inc. | 825 | $248.5K | 0.05% | −528−39.0% | Reduced |
| Madison Asset Management, LLC | 825 | $248.5K | 0.00% | +825 | New |
| Liberty Wealth Management LLC | 824 | $249.0K | 0.05% | −49−5.6% | Reduced |
| Sittner & Nelson, LLC | 828 | $249.4K | 0.13% | +100+13.7% | Added |
| First Foundation Advisors | 828 | $249.4K | 0.01% | +228+38.0% | Added |
| USA Financial Portformulas Corp | 829 | $249.7K | 0.04% | −5,140−86.1% | Reduced |
| Abacus Wealth Partners, LLC | 831 | $250.3K | 0.04% | +831 | New |
| 49 Wealth Management, LLC | 829 | $250.6K | 0.05% | +14+1.7% | Added |
| Forte Capital LLC | 833 | $250.9K | 0.03% | +833 | New |
| Fort, L.P. | 835 | $251.5K | 0.63% | +835 | New |
| Round Rock Advisors, LLC | 837 | $252.1K | 0.06% | +837 | New |
| Grimes & Company, Inc. | 838 | $252.5K | 0.01% | −1−0.1% | Reduced |
| Community Bank, N.A. | 839 | $252.7K | 0.03% | +525+167.2% | Added |
| Archvest Wealth Advisors, Inc. | 836 | $252.7K | 0.18% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 839 | $252.7K | 0.13% | +68+8.8% | Added |
| Pure Financial Advisors, Inc. | 840 | $252.9K | 0.01% | +27+3.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 840 | $253.0K | 0.03% | −303−26.5% | Reduced |
| Quantum Financial Advisors, LLC | 841 | $253.3K | 0.05% | −5−0.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 929 | $254.9K | 0.05% | +80+9.4% | Added |
| Stegent Equity Advisors, Inc. | 848 | $255.4K | 0.26% | +848 | New |
| My Personal CFO, LLC | 849 | $255.7K | 0.15% | +35+4.3% | Added |
| ABLE Financial Group, LLC | 850 | $256.0K | 0.10% | +65+8.3% | Added |
| Cornerstone Advisory, LLC | 851 | $256.3K | 0.04% | −268−23.9% | Reduced |
| Everett Harris & Co | 852 | $256.6K | 0.00% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 853 | $256.9K | 0.02% | −116−12.0% | Reduced |
| Rise Advisors, LLC | 854 | $257.2K | 0.14% | +494+137.2% | Added |
| Wealth Effects LLC | 855 | $257.5K | 0.09% | −30−3.4% | Reduced |
| Pioneer Wealth Management Group | 856 | $257.8K | 0.15% | −63−6.9% | Reduced |
| Allen Capital Group, LLC | 857 | $258.1K | 0.04% | −66−7.2% | Reduced |
| LongView Wealth Management | 858 | $258.4K | 0.10% | −23−2.6% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 858 | $258.4K | 0.23% | −16−1.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 856 | $258.7K | 0.15% | +48+5.9% | Added |
| Prairie Wealth Advisors, Inc. | 859 | $259.0K | 0.12% | +859 | New |
| Marshall Financial Group LLC | 861 | $259.3K | 0.07% | +861 | New |
| Alera Investment Advisors, LLC | 870 | $262.0K | 0.04% | +99+12.8% | Added |