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 |
|---|---|---|---|---|---|
| Red Wave Investments LLC | 1,044 | $314.4K | 0.12% | −38−3.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,044 | $314.4K | 0.05% | +67+6.9% | Added |
| Evernest Financial Advisors, LLC | 1,166 | $315.3K | 0.15% | +166+16.6% | Added |
| CenterStar Asset Management, LLC | 1,049 | $315.7K | 0.65% | +1,049 | New |
| SFG Wealth Management, LLC. | 1,049 | $315.9K | 0.19% | +24+2.3% | Added |
| Ridgewood Investments LLC | 1,051 | $316.6K | 0.17% | −58−5.2% | Reduced |
| Western Financial Corp | 1,053 | $317.1K | 0.19% | +89+9.2% | Added |
| Three Bridge Wealth Advisors, LLC | 1,056 | $318.5K | 0.13% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 1,059 | $318.8K | 0.03% | +21+2.0% | Added |
| SevenBridge Financial Group, LLC | 1,167 | $319.4K | 0.07% | +32+2.8% | Added |
| LexAurum Advisors, LLC | 1,061 | $319.6K | 0.08% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,155 | $320.4K | 0.37% | +167+16.9% | Added |
| Bradley & Co. Private Wealth Management, LLC | 1,064 | $320.5K | 0.26% | −26,398−96.1% | Reduced |
| Prosperity Financial Group, Inc. | 1,064 | $320.5K | 0.20% | +100+10.4% | Added |
| Breed's Hill Capital LLC | 1,067 | $321.4K | 0.30% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,070 | $322.3K | 0.23% | −2,231−67.6% | Reduced |
| Summa Corp. | 1,075 | $323.8K | 0.18% | +1+0.1% | Added |
| Vaughan David Investments LLC | 1,076 | $324.0K | 0.01% | +1,076 | New |
| Waterloo Capital, L.P. | 1,076 | $324.1K | 0.04% | −223−17.2% | Reduced |
| Aspen Grove Capital, LLC | 1,075 | $324.4K | 0.09% | +171+18.9% | Added |
| Parisi Gray Wealth Management | 1,078 | $324.7K | 0.12% | +27+2.6% | Added |
| Fielder Capital Group LLC | 1,079 | $325.0K | 0.15% | +10+0.9% | Added |
| Roof Eidam & Maycock | 1,079 | $325.0K | 0.09% | +1,079 | New |
| City State Bank | 1,079 | $325.0K | 0.14% | −103−8.7% | Reduced |
| PSI Advisors, LLC | 1,081 | $325.6K | 0.12% | −3,029−73.7% | Reduced |
| National Wealth Management Group, LLC | 1,088 | $327.7K | 0.25% | −1,318−54.8% | Reduced |
| Canton Hathaway, LLC | 1,088 | $328.0K | 0.09% | −400−26.9% | Reduced |
| Wellspring Financial Advisors, LLC | 1,090 | $328.3K | 0.05% | +106+10.8% | Added |
| Coastal Bridge Advisors, LLC | 1,095 | $329.8K | 0.08% | +234+27.2% | Added |
| Sandy Cove Advisors, LLC | 1,097 | $330.2K | 0.15% | +5+0.5% | Added |
| Nadler Financial Group, Inc. | 1,098 | $330.7K | 0.04% | +1,098 | New |
| Mengis Capital Management, Inc. | 1,099 | $331.0K | 0.05% | −200−15.4% | Reduced |
| Global Strategic Investment Solutions, LLC | 1,099 | $331.0K | 0.04% | +235+27.2% | Added |
| Precision Wealth Strategies, LLC | 1,101 | $331.6K | 0.31% | −326−22.8% | Reduced |
| Belfer Management LLC | 1,102 | $331.9K | 5.98% | +6+0.5% | Added |
| Highview Capital Management LLC | 1,105 | $332.8K | 0.15% | −20−1.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,105 | $333.0K | 0.26% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 1,106 | $333.1K | 0.02% | +13+1.2% | Added |
| Klingenstein Fields & Co LP | 1,114 | $335.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,120 | $337.3K | 0.01% | −245−17.9% | Reduced |
| Cypress Capital Management LLC (WY) | 1,120 | $337.3K | 0.36% | 00.0% | Unchanged |
| GSG Advisors LLC | 1,110 | $338.3K | 0.12% | −96−8.0% | Reduced |
| Werlinich Asset Management, LLC | 1,123 | $338.4K | 0.22% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 1,125 | $338.8K | 0.27% | −178−13.7% | Reduced |
| Forte Asset Management LLC | 1,125 | $339.3K | 0.21% | 00.0% | Unchanged |
| Element Wealth, LLC | 1,132 | $340.9K | 0.20% | −27−2.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,134 | $341.5K | 0.17% | −25−2.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,135 | $341.8K | 0.06% | +101+9.8% | Added |
| RFG Holdings, Inc. | 1,135 | $341.8K | 0.14% | +1,135 | New |
| Peddock Capital Advisors, LLC | 1,137 | $342.4K | 0.09% | 00.0% | Unchanged |
| Ted Buchan & Co | 1,137 | $342.4K | 0.21% | +1,137 | New |
| Vawter Financial, Ltd. | 1,143 | $344.2K | 0.25% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,144 | $344.6K | 0.05% | +1,144 | New |
| Sovereign Financial Group, Inc. | 1,147 | $345.5K | 0.09% | +57+5.2% | Added |
| Ignite Planners, LLC | 1,144 | $345.8K | 0.10% | −12−1.0% | Reduced |
| TFB Advisors LLC | 1,290 | $346.6K | 0.13% | +1,290 | New |
| Heritage Wealth Advisors | 1,151 | $346.7K | 0.02% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 1,156 | $348.2K | 0.20% | −576−33.3% | Reduced |
| Tritonpoint Wealth, LLC | 1,521 | $348.7K | 0.04% | −12,108−88.8% | Reduced |
| Benjamin Edwards Inc | 1,160 | $349.0K | 0.07% | +81+7.5% | Added |
| Wellington Shields & Co., LLC | 1,169 | $352.1K | 0.12% | +622+113.7% | Added |
| Bremer Bank National Association | 1,173 | $353.3K | 0.07% | −930−44.2% | Reduced |
| Yoder Wealth Management, Inc. | 1,177 | $354.5K | 0.23% | −22−1.8% | Reduced |
| Kavar Capital Partners Group, LLC | 1,178 | $354.8K | 0.07% | −1,178−50.0% | Reduced |
| HCR Wealth Advisors | 1,179 | $355.1K | 0.05% | 00.0% | Unchanged |
| Evolutionary Tree Capital Management, LLC | 1,180 | $355.4K | 0.36% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,180 | $355.4K | 0.14% | +1,180 | New |
| Rosenbaum Jay D. | 1,183 | $356.3K | 2.02% | −2,737−69.8% | Reduced |
| Spotlight Asset Group, Inc. | 1,184 | $356.6K | 0.26% | 00.0% | Unchanged |
| First American Trust, FSB | 1,185 | $357.0K | 0.04% | +84+7.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,186 | $357.2K | 0.01% | −26−2.1% | Reduced |
| DGS Capital Management, LLC | 1,191 | $358.7K | 0.10% | −32−2.6% | Reduced |
| Wealthstar Advisors, LLC | 1,192 | $359.0K | 0.12% | +74+6.6% | Added |
| Five Oceans Advisors | 1,194 | $359.6K | 0.18% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,195 | $359.9K | 0.13% | +7+0.6% | Added |
| Princeton Capital Management LLC | 1,198 | $360.8K | 0.13% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,203 | $362.3K | 0.27% | +317+35.8% | Added |
| JSF Financial, LLC | 1,205 | $362.9K | 0.11% | 00.0% | Unchanged |
| Somerset Group LLC | 1,206 | $363.2K | 0.34% | +10+0.8% | Added |
| HTLF Bank | 1,208 | $363.8K | 0.04% | −50−4.0% | Reduced |
| Collective Family Office LLC | 1,215 | $365.9K | 0.12% | −46−3.6% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,220 | $367.4K | 0.38% | 00.0% | Unchanged |
| Lantz Financial LLC | 1,222 | $368.0K | 0.12% | +48+4.1% | Added |
| Resurgent Financial Advisors LLC | 1,223 | $368.3K | 0.20% | +9+0.7% | Added |
| Bellecapital International Ltd. | 1,224 | $368.6K | 0.08% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 1,224 | $368.6K | 0.14% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,225 | $369.0K | 0.05% | −67−5.2% | Reduced |
| Avory & Company, LLC | 1,226 | $369.2K | 0.25% | −348−22.1% | Reduced |
| Bedel Financial Consulting, Inc. | 1,228 | $369.8K | 0.06% | +14+1.2% | Added |
| Wealth Group, Ltd. | 1,227 | $370.0K | 0.28% | +1,227 | New |
| Indiana Trust & Investment Management CO | 1,229 | $370.1K | 0.15% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 1,233 | $371.4K | 0.11% | +1,233 | New |
| Sabal Trust CO | 1,236 | $372.3K | 0.02% | −99−7.4% | Reduced |
| JBR Co Financial Management Inc | 1,237 | $372.6K | 0.30% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,240 | $373.5K | 0.18% | +89+7.7% | Added |
| Capital Planning Advisors, LLC | 1,241 | $373.8K | 0.07% | +43+3.6% | Added |
| Oxford Financial Group Ltd | 1,245 | $375.0K | 0.03% | +103+9.0% | Added |
| American State Bank (Iowa) | 1,248 | $375.9K | 0.25% | −428−25.5% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,249 | $376.2K | 0.26% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 1,247 | $376.9K | 0.11% | −900,023−99.9% | Reduced |