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 |
|---|---|---|---|---|---|
| Wealth Dimensions Group, Ltd. | 1,255 | $378.1K | 0.11% | −69−5.2% | Reduced |
| Trilogy Capital Inc. | 1,257 | $378.6K | 0.02% | +1,257 | New |
| Mount Yale Investment Advisors, LLC | 1,258 | $378.9K | 0.03% | +468+59.2% | Added |
| Enterprise Financial Services Corp | 1,260 | $379.5K | 0.23% | −138−9.9% | Reduced |
| Fortune Financial Advisors, LLC | 1,261 | $379.9K | 0.24% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,407 | $380.3K | 0.11% | −86−5.8% | Reduced |
| DSC Advisors, L.P. | 1,263 | $380.4K | 0.61% | −15−1.2% | Reduced |
| KC Investment Advisors, LLC | 1,264 | $380.7K | 0.20% | −22−1.7% | Reduced |
| Sitrin Capital Management LLC | 1,266 | $381.3K | 0.21% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 1,267 | $381.6K | 0.20% | +418+49.2% | Added |
| GLOBALT Investments LLC | 1,272 | $383.0K | 0.02% | +1+0.1% | Added |
| Kennedy Investment Group | 1,275 | $384.0K | 0.20% | −55−4.1% | Reduced |
| Legacy Edge Advisors, LLC | 1,276 | $384.3K | 0.08% | −68−5.1% | Reduced |
| Financial Partners Group, Inc | 1,276 | $384.3K | 0.06% | +60+4.9% | Added |
| J. W. Coons Advisors, LLC | 1,281 | $385.8K | 0.09% | +1,281 | New |
| MBL Wealth, LLC | 1,284 | $386.7K | 0.04% | +356+38.4% | Added |
| Green Square Capital Advisors LLC | 1,286 | $387.3K | 0.05% | +1,286 | New |
| JJJ Advisors Inc. | 1,286 | $387.4K | 0.08% | +89+7.4% | Added |
| Next Capital Management LLC | 1,292 | $389.1K | 0.16% | +1,292 | New |
| Traynor Capital Management, Inc. | 1,294 | $389.7K | 0.04% | +94+7.8% | Added |
| Westmount Partners, LLC | 1,296 | $390.3K | 0.14% | +102+8.5% | Added |
| Bridges Investment Management Inc | 1,296 | $390.3K | 0.01% | −1,742−57.3% | Reduced |
| Powers Advisory Group, LLC | 1,303 | $392.4K | 0.22% | −22−1.7% | Reduced |
| Opes Wealth Management LLC | 1,305 | $393.0K | 0.09% | +10+0.8% | Added |
| DCM Advisors, LLC | 1,305 | $393.0K | 0.16% | +348+36.4% | Added |
| Ferguson Wellman Capital Management, Inc | 1,311 | $394.8K | 0.01% | +138+11.8% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 1,312 | $395.1K | 0.17% | +1,312 | New |
| Beacon Financial Advisory LLC | 1,313 | $395.4K | 0.19% | +4+0.3% | Added |
| Avidian Wealth Solutions, LLC | 1,316 | $396.4K | 0.02% | +1,316 | New |
| Dynamic Wealth Strategies, LLC | 1,319 | $397.0K | 0.34% | −38−2.8% | Reduced |
| WMS Partners, LLC | 1,319 | $397.3K | 0.03% | +132+11.1% | Added |
| Gratus Capital LLC | 1,320 | $397.5K | 0.02% | +200+17.9% | Added |
| First National Bank Sioux Falls | 1,324 | $398.8K | 0.22% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,324 | $398.8K | 0.23% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 1,325 | $399.1K | 0.31% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,328 | $400.0K | 0.07% | +221+20.0% | Added |
| Summit Global Investments | 1,328 | $400.0K | 0.03% | −150−10.1% | Reduced |
| United Community Bank | 1,330 | $400.6K | 0.16% | +315+31.0% | Added |
| Gordian Capital Singapore Pte Ltd | 1,332 | $401.2K | 0.30% | −50−3.6% | Reduced |
| Consolidated Capital Management, LLC | 1,333 | $401.5K | 0.19% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,334 | $401.8K | 0.04% | +327+32.5% | Added |
| McAlister, Sweet & Associates, Inc. | 1,337 | $402.7K | 0.32% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,337 | $403.0K | 0.15% | −193−12.6% | Reduced |
| Hodges Capital Management Inc. | 1,337 | $403.0K | 0.03% | −115−7.9% | Reduced |
| Stokes Family Office, LLC | 1,342 | $404.2K | 0.05% | 00.0% | Unchanged |
| Imprint Wealth LLC | 1,338 | $404.4K | 0.10% | +1,338 | New |
| Richard W. Paul & Associates, LLC | 1,343 | $404.5K | 0.16% | −57−4.1% | Reduced |
| Elgethun Capital Management | 1,339 | $405.4K | 0.10% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,350 | $406.6K | 0.17% | −54−3.8% | Reduced |
| Delta Financial Group, Inc. | 1,355 | $408.0K | 0.12% | +50+3.8% | Added |
| Farrell Financial LLC | 1,363 | $410.5K | 0.34% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,366 | $411.4K | 0.16% | +340+33.1% | Added |
| Mattern Wealth Management LLC | 1,370 | $412.6K | 0.10% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,374 | $413.8K | 0.17% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,384 | $416.8K | 0.17% | +671+94.1% | Added |
| Klingman & Associates, LLC | 1,385 | $417.1K | 0.03% | +26+1.9% | Added |
| Israel Discount Bank of New York | 1,387 | $417.7K | 0.52% | −1,035−42.7% | Reduced |
| Savvy Advisors, Inc. | 1,388 | $418.0K | 0.24% | +146+11.8% | Added |
| Fermata Advisors, LLC | 1,388 | $418.0K | 0.09% | +1,388 | New |
| IFG Advisors, LLC | 1,390 | $418.6K | 0.11% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,390 | $419.0K | 0.04% | −157−10.1% | Reduced |
| RiverGlades Family Offices LLC | 1,525 | $419.6K | 0.33% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,394 | $419.8K | 0.32% | −324−18.9% | Reduced |
| Advisory Alpha, LLC | 1,396 | $420.4K | 0.02% | −102−6.8% | Reduced |
| Dorchester Wealth Management Co | 1,400 | $421.7K | 0.08% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 1,403 | $422.6K | 0.13% | +5+0.4% | Added |
| Twin City Private Wealth, LLC | 1,405 | $423.7K | 0.42% | +1,405 | New |
| Hoylecohen, LLC | 1,409 | $424.4K | 0.03% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,561 | $424.5K | 0.25% | −76−4.6% | Reduced |
| Seven Mile Advisory | 1,410 | $424.7K | 0.32% | +44+3.2% | Added |
| ICA Group Wealth Management, LLC | 1,410 | $424.7K | 0.09% | +397+39.2% | Added |
| Dynamic Technology Lab Private Ltd | 1,410 | $425.0K | 0.05% | −369−20.7% | Reduced |
| Creative Financial Designs Inc | 1,414 | $425.9K | 0.04% | +3+0.2% | Added |
| Lodestar Private Asset Management LLC | 1,423 | $428.6K | 0.06% | 00.0% | Unchanged |
| Well Done, LLC | 1,423 | $428.6K | 0.08% | +101+7.6% | Added |
| CVA Family Office, LLC | 1,424 | $428.9K | 0.08% | +5+0.4% | Added |
| Good Life Advisors, LLC | 1,426 | $429.5K | 0.04% | −175−10.9% | Reduced |
| Schnieders Capital Management LLC | 1,438 | $433.1K | 0.09% | +203+16.4% | Added |
| Silver Oak Securities, Inc | 1,441 | $434.0K | 0.07% | −150−9.4% | Reduced |
| DC Investments Management, LLC | 1,441 | $434.0K | 0.37% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,444 | $434.9K | 0.08% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 1,590 | $435.1K | 0.20% | −38−2.3% | Reduced |
| Sage Private Wealth Group, LLC | 1,451 | $437.0K | 0.35% | +622+75.0% | Added |
| VanderPol Investments L.L.C. | 1,452 | $437.3K | 1.25% | −394−21.3% | Reduced |
| Arvest Trust Co N A | 1,454 | $437.9K | 0.02% | +30+2.1% | Added |
| North Star Investment Management Corp. | 1,455 | $438.2K | 0.03% | +136+10.3% | Added |
| Private Capital Management LLC | 1,457 | $438.8K | 0.10% | −41−2.7% | Reduced |
| SPC Financial, Inc. | 1,468 | $442.1K | 0.04% | +63+4.5% | Added |
| Paladin Advisory Group, LLC | 1,464 | $442.5K | 0.35% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 1,471 | $443.0K | 0.03% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 1,471 | $443.2K | 0.03% | +7+0.5% | Added |
| Outlook Wealth Advisors, LLC | 1,474 | $443.9K | 0.14% | +262+21.6% | Added |
| Waddell & Associates, LLC | 1,477 | $444.8K | 0.06% | +25+1.7% | Added |
| Nichols & Pratt Advisers LLP | 1,480 | $445.7K | 0.03% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 1,482 | $446.3K | 0.09% | +6+0.4% | Added |
| Kolinsky Wealth Management, LLC | 1,487 | $447.9K | 0.34% | +200+15.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,487 | $448.0K | 0.05% | +290+24.2% | Added |
| WNY Asset Management, LLC | 1,490 | $448.8K | 0.07% | −82−5.2% | Reduced |
| Pier 88 Investment Partners LLC | 1,490 | $448.8K | 0.11% | +660+79.5% | Added |
| Everpar Advisors LLC | 1,494 | $450.0K | 0.27% | +374+33.4% | Added |