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 |
|---|---|---|---|---|---|
| Tower Wealth Partners, Inc. | 870 | $262.0K | 0.17% | +17+2.0% | Added |
| Blossom Wealth Management | 873 | $262.9K | 0.63% | −15−1.7% | Reduced |
| CRA Financial Services, LLC | 875 | $263.5K | 0.06% | +18+2.1% | Added |
| Security National Bank of So Dak | 879 | $264.7K | 0.16% | −9−1.0% | Reduced |
| Fairview Capital Investment Management, LLC | 879 | $264.7K | 0.01% | +879 | New |
| TFC Financial Management | 880 | $265.0K | 0.05% | +5+0.6% | Added |
| Thrive Capital Management, LLC | 881 | $265.3K | 0.14% | −1,095−55.4% | Reduced |
| Welch Group, LLC | 881 | $265.3K | 0.01% | −23−2.5% | Reduced |
| Acorn Creek Capital LLC | 881 | $265.3K | 0.17% | −21−2.3% | Reduced |
| Westover Capital Advisors, LLC | 882 | $265.6K | 0.08% | +94+11.9% | Added |
| Burke & Herbert Bank & Trust Co | 883 | $265.9K | 0.20% | −3−0.3% | Reduced |
| Mma Asset Management LLC | 955 | $266.5K | 0.13% | +20+2.1% | Added |
| Manchester Capital Management LLC | 888 | $267.4K | 0.03% | +106+13.6% | Added |
| Modern Wealth Management, LLC | 891 | $268.4K | 0.02% | +891 | New |
| Aire Advisors, LLC | 894 | $269.8K | 0.06% | +8+0.9% | Added |
| Front Row Advisors LLC | 897 | $270.5K | 0.10% | +97+12.1% | Added |
| Seeds Investor LLC | 903 | $272.0K | 0.25% | +903 | New |
| Morris Retirement Advisors, LLC | 904 | $272.3K | 0.16% | −22−2.4% | Reduced |
| Precedent Wealth Partners, LLC | 904 | $272.3K | 0.12% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 905 | $273.0K | 0.02% | +100+12.4% | Added |
| Elevatus Welath Management | 907 | $273.2K | 0.11% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 910 | $274.0K | 0.02% | +910 | New |
| Astoria Portfolio Advisors LLC. | 1,005 | $274.4K | 0.11% | +1,005 | New |
| Cladis Investment Advisory, LLC | 913 | $275.0K | 0.20% | +38+4.3% | Added |
| Bank of Stockton | 913 | $275.0K | 0.08% | +913 | New |
| JGP Wealth Management, LLC | 915 | $275.6K | 0.04% | −16−1.7% | Reduced |
| Eudaimonia Partners, LLC | 917 | $276.2K | 0.07% | −4−0.4% | Reduced |
| Motive Wealth Advisors | 918 | $276.5K | 0.17% | +918 | New |
| McLean Asset Management Corp | 915 | $276.7K | 0.09% | +13+1.4% | Added |
| W.H. Cornerstone Investments Inc. | 921 | $277.0K | 0.20% | −135−12.8% | Reduced |
| Capital Asset Advisory Services LLC | 920 | $277.8K | 0.02% | −63−6.4% | Reduced |
| McDonald Partners LLC | 924 | $278.3K | 0.08% | −35−3.6% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 924 | $278.3K | 0.05% | +152+19.7% | Added |
| Forza Wealth Management, LLC | 925 | $278.6K | 0.14% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 927 | $279.2K | 0.07% | −3,732−80.1% | Reduced |
| May Barnhard Investments LLC | 928 | $279.5K | 0.14% | +39+4.4% | Added |
| Hamilton Capital, LLC | 929 | $279.8K | 0.02% | −5−0.5% | Reduced |
| 1858 Wealth Management, LLC | 1,065 | $280.2K | 0.27% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 932 | $280.7K | 0.09% | +622+200.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 937 | $282.2K | 0.07% | +22+2.4% | Added |
| Tempus Wealth Planning, LLC | 937 | $282.2K | 0.12% | +50+5.6% | Added |
| Willis Johnson & Associates, Inc. | 937 | $282.3K | 0.02% | +168+21.8% | Added |
| Adapt Wealth Advisors, LLC | 938 | $282.5K | 0.20% | +938 | New |
| Elk River Wealth Management, LLC | 937 | $282.6K | 0.06% | +937 | New |
| Beacon Capital Management, LLC | 939 | $282.8K | 0.06% | +147+18.6% | Added |
| Mendel Money Management | 940 | $283.1K | 0.13% | +170+22.1% | Added |
| Stephens Investment Management Group LLC | 942 | $283.7K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 944 | $284.0K | 0.14% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 948 | $285.5K | 0.12% | 00.0% | Unchanged |
| Claret Asset Management Corp | 949 | $286.0K | 0.05% | +72+8.2% | Added |
| Covestor Ltd | 950 | $286.0K | 0.18% | +131+16.0% | Added |
| MJP Associates Inc | 955 | $287.6K | 0.06% | +955 | New |
| Clifford Group, LLC | 957 | $288.2K | 0.24% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 959 | $288.8K | 0.08% | −2,440−71.8% | Reduced |
| Smith Anglin Financial, LLC | 959 | $288.8K | 0.03% | −10−1.0% | Reduced |
| North Star Asset Management Inc | 959 | $288.9K | 0.01% | +959 | New |
| Aquatic Capital Management LLC | 960 | $289.1K | 0.01% | +960 | New |
| Consilio Wealth Advisors, LLC | 964 | $290.3K | 0.14% | +68+7.6% | Added |
| Balanced Wealth Group LLC | 1,057 | $290.9K | 0.13% | +201+23.5% | Added |
| Summit Wealth Group, LLC | 965 | $291.0K | 0.20% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 1,064 | $291.3K | 0.19% | +1,064 | New |
| Reuter James Wealth Management, LLC | 970 | $292.1K | 0.20% | −20−2.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 970 | $292.1K | 0.07% | −14−1.4% | Reduced |
| Account Management LLC | 970 | $292.1K | 0.32% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 977 | $294.3K | 0.05% | +120+14.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 977 | $294.4K | 0.00% | −7−0.7% | Reduced |
| Epiq Partners, LLC | 979 | $294.9K | 0.20% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 982 | $295.8K | 0.24% | +101+11.5% | Added |
| Foster Group, Inc. | 982 | $295.8K | 0.01% | +982 | New |
| Fox Hill Wealth Management | 985 | $296.7K | 0.20% | +38+4.0% | Added |
| BlackDiamond Wealth Management Inc. | 989 | $297.9K | 0.21% | +59+6.3% | Added |
| Facet Wealth, Inc. | 1,089 | $300.1K | 0.01% | +1,089 | New |
| CloudAlpha Capital Management Limited/Hong Kong | 1,000 | $301.2K | 0.04% | −37,000−97.4% | Reduced |
| CSS LLC | 1,000 | $301.2K | 0.02% | −1,000−50.0% | Reduced |
| Thompson Investment Management, Inc. | 1,000 | $301.2K | 0.05% | 00.0% | Unchanged |
| CV Advisors LLC | 1,000 | $301.2K | 0.18% | 00.0% | Unchanged |
| Abel Hall, LLC | 1,001 | $301.5K | 0.23% | +35+3.6% | Added |
| Trinity Financial Advisors LLC | 1,002 | $301.8K | 0.14% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,002 | $301.8K | 0.21% | +10+1.0% | Added |
| ZWJ Investment Counsel Inc | 1,005 | $302.7K | 0.01% | −70−6.5% | Reduced |
| Select Asset Management & Trust | 1,005 | $303.0K | 0.13% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,008 | $304.0K | 0.06% | +1,008 | New |
| Frisch Financial Group, Inc. | 1,014 | $305.0K | 0.10% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 1,015 | $305.7K | 0.25% | −61−5.7% | Reduced |
| Oarsman Capital, Inc. | 1,015 | $305.7K | 0.07% | +60+6.3% | Added |
| Clifford Swan Investment Counsel LLC | 1,017 | $306.3K | 0.01% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 1,017 | $306.3K | 0.14% | +1,017 | New |
| Opal Wealth Advisors, LLC | 1,017 | $306.3K | 0.10% | +28+2.8% | Added |
| Larson Financial Group LLC | 1,018 | $306.5K | 0.02% | −105−9.3% | Reduced |
| Sweet Financial Partners, LLC | 1,022 | $307.8K | 0.07% | +25+2.5% | Added |
| Eagle Bay Advisors LLC | 1,021 | $307.9K | 0.19% | +589+136.3% | Added |
| Goodman Advisory Group, LLC | 1,023 | $308.1K | 0.10% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 1,025 | $308.7K | 0.16% | +25+2.5% | Added |
| Burkett Financial Services, LLC | 1,026 | $309.0K | 0.16% | −50−4.6% | Reduced |
| Muirfield Wealth Advisors LLC | 1,032 | $310.8K | 0.30% | 00.0% | Unchanged |
| Dohj, LLC | 1,033 | $311.1K | 0.08% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1,035 | $311.7K | 0.21% | +100+10.7% | Added |
| Correct Capital Wealth Management | 1,036 | $312.1K | 0.07% | −12−1.1% | Reduced |
| Vantage Consulting Group Inc | 1,038 | $312.6K | 0.20% | −204−16.4% | Reduced |
| Northeast Investment Management | 1,041 | $313.5K | 0.02% | −22−2.1% | Reduced |