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 |
|---|---|---|---|---|---|
| Waters Parkerson & Co., LLC | 1,495 | $450.0K | 0.02% | +38+2.6% | Added |
| West Oak Capital, LLC | 1,495 | $450.0K | 0.19% | +770+106.2% | Added |
| CNB Bank | 1,495 | $450.3K | 0.22% | −16−1.1% | Reduced |
| BOCHK Asset Management Ltd | 1,500 | $451.8K | 0.16% | −500−25.0% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,500 | $451.8K | 0.01% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 1,503 | $452.7K | 0.24% | −456−23.3% | Reduced |
| Ategra Capital Management, LLC | 1,503 | $452.7K | 0.21% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,506 | $453.6K | 0.04% | +90+6.4% | Added |
| Retirement Income Solutions, Inc | 1,510 | $454.8K | 0.10% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 1,514 | $456.0K | 0.03% | −15−1.0% | Reduced |
| KG&L Capital Management,LLC | 1,516 | $456.6K | 0.18% | −50−3.2% | Reduced |
| SlateStone Wealth, LLC | 1,518 | $457.0K | 0.05% | −116−7.1% | Reduced |
| Silvercrest Asset Management Group LLC | 1,518 | $457.2K | 0.00% | −337−18.2% | Reduced |
| Balboa Wealth Partners | 1,518 | $457.2K | 0.15% | +137+9.9% | Added |
| Busey Wealth Management | 1,521 | $458.1K | 0.02% | −300−16.5% | Reduced |
| Evanson Asset Management, LLC | 1,526 | $459.6K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,526 | $459.7K | 0.05% | +67+4.6% | Added |
| Beaton Management Co. Inc. | 1,531 | $461.0K | 0.25% | +269+21.3% | Added |
| Fountainhead AM, LLC | 1,536 | $462.6K | 0.11% | −56−3.5% | Reduced |
| Jacobsen Capital Management | 1,539 | $463.5K | 0.21% | +5+0.3% | Added |
| Madison Park Capital Advisors, LLC | 1,544 | $465.0K | 0.41% | 00.0% | Unchanged |
| Aspire Capital Advisors LLC | 1,548 | $466.2K | 0.16% | +116+8.1% | Added |
| Dougherty Wealth Advisers LLC | 1,549 | $466.5K | 0.41% | −211−12.0% | Reduced |
| Semus Wealth Partners LLC | 1,553 | $467.7K | 0.39% | +180+13.1% | Added |
| Pathway Financial Advisors LLC | 1,555 | $468.3K | 0.13% | +23+1.5% | Added |
| Mather Group, LLC. | 1,780 | $468.5K | 0.01% | −22−1.2% | Reduced |
| Aveo Capital Partners, LLC | 1,717 | $469.9K | 0.05% | +112+7.0% | Added |
| Windsor Capital Management, LLC | 1,563 | $470.7K | 0.15% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 1,567 | $472.0K | 0.21% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 1,570 | $472.9K | 0.25% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 1,684 | $475.2K | 0.06% | +842+100.0% | Added |
| Nicholas Hoffman & Company, LLC. | 1,584 | $477.1K | 0.02% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 1,584 | $477.1K | 0.20% | +1,584 | New |
| Advus Financial Partners, LLC | 1,586 | $477.7K | 0.15% | +143+9.9% | Added |
| JNBA Financial Advisors | 1,597 | $481.0K | 0.05% | −235−12.8% | Reduced |
| Aspen Investment Management Inc | 1,603 | $483.0K | 0.25% | +1,603 | New |
| Jeppson Wealth Management, LLC | 1,604 | $483.1K | 0.19% | −10−0.6% | Reduced |
| Smith Group Asset Management, LLC | 1,608 | $484.3K | 0.03% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 1,923 | $486.2K | 0.26% | +1,923 | New |
| Alliance Wealth Advisors, LLC | 1,615 | $486.4K | 0.31% | +4+0.2% | Added |
| First Trust Investment Solutions L.P. | 1,618 | $487.3K | 0.09% | +249+18.2% | Added |
| Journey Advisory Group, LLC | 1,618 | $487.3K | 0.06% | +1,618 | New |
| Gemmer Asset Management LLC | 1,619 | $487.6K | 0.06% | −42−2.5% | Reduced |
| Fort Sheridan Advisors LLC | 1,619 | $487.6K | 0.09% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 1,627 | $490.0K | 0.17% | +392+31.7% | Added |
| Clarity Wealth Advisors, LLC | 1,629 | $490.7K | 0.17% | +88+5.7% | Added |
| Wayfinding Financial, LLC | 1,764 | $492.0K | 0.29% | +27+1.6% | Added |
| CMT Capital Markets Trading GmbH | 1,637 | $493.0K | 0.22% | −13,863−89.4% | Reduced |
| Ransom Advisory, Ltd | 1,643 | $494.8K | 0.26% | +1,643 | New |
| Private Portfolio Partners LLC | 1,650 | $496.9K | 0.10% | −35−2.1% | Reduced |
| BKD Wealth Advisors, LLC | 1,650 | $496.9K | 0.01% | +257+18.4% | Added |
| Hyperion Partners, LLC | 1,651 | $497.2K | 0.36% | −10−0.6% | Reduced |
| Integrated Investment Consultants, LLC | 1,653 | $497.9K | 0.14% | −139−7.8% | Reduced |
| Arden Trust Co | 1,654 | $498.1K | 0.07% | −232−12.3% | Reduced |
| State of Wyoming | 1,655 | $498.5K | 0.08% | −622−27.3% | Reduced |
| New Jersey Better Educational Savings Trust | 1,656 | $498.8K | 0.94% | 00.0% | Unchanged |
| Beacon Financial Group | 1,658 | $499.4K | 0.06% | +247+17.5% | Added |
| Future Fund LLC | 1,662 | $500.6K | 4.06% | +384+30.0% | Added |
| Jupiter Wealth Management LLC | 1,795 | $500.8K | 0.27% | +1,795 | New |
| West Michigan Advisors, LLC | 1,664 | $501.2K | 0.16% | +279+20.1% | Added |
| LaSalle St. Investment Advisors, LLC | 1,908 | $502.0K | 0.28% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 1,669 | $502.7K | 0.42% | −487−22.6% | Reduced |
| Raleigh Capital Management Inc. | 1,673 | $503.8K | 0.22% | +391+30.5% | Added |
| PFG Advisors | 1,674 | $504.2K | 0.04% | +141+9.2% | Added |
| Private Advisory Group LLC | 1,675 | $504.5K | 0.07% | +722+75.8% | Added |
| VisionPoint Advisory Group, LLC | 1,680 | $506.0K | 0.18% | +80+5.0% | Added |
| Capital Performance Advisors LLP | 1,684 | $507.2K | 0.19% | +32+1.9% | Added |
| Berger Financial Group, Inc | 1,702 | $512.6K | 0.04% | −56−3.2% | Reduced |
| Jackson Square Capital, LLC | 1,712 | $515.6K | 0.13% | +682+66.2% | Added |
| White Pine Capital LLC | 1,921 | $516.6K | 0.20% | +240+14.3% | Added |
| Wedge Capital Management L L P | 1,729 | $520.7K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,736 | $523.5K | 0.19% | +794+84.3% | Added |
| Cedar Wealth Management, LLC | 1,740 | $524.1K | 0.17% | +18+1.0% | Added |
| Sunpointe, LLC | 1,739 | $524.4K | 0.58% | −2−0.1% | Reduced |
| McDaniel Terry & Co | 1,742 | $525.0K | 0.05% | +812+87.3% | Added |
| Keystone Financial Group | 1,744 | $525.1K | 0.08% | +87+5.3% | Added |
| Hemenway Trust Co LLC | 1,745 | $525.6K | 0.05% | +210+13.7% | Added |
| Pacific Sage Partners, LLC | 1,748 | $526.5K | 0.14% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,750 | $527.1K | 0.00% | −397,323−99.6% | Reduced |
| Harbert Fund Advisors, Inc. | 1,750 | $527.1K | 0.36% | +1,750 | New |
| Campbell & CO Investment Adviser LLC | 1,753 | $528.0K | 0.05% | −7,772−81.6% | Reduced |
| Washington Trust Advisors, Inc. | 1,759 | $529.8K | 0.05% | −179−9.2% | Reduced |
| Peninsula Wealth, LLC | 1,759 | $529.8K | 0.11% | +8+0.5% | Added |
| BCJ Capital Management, LLC | 1,760 | $530.1K | 0.04% | +906+106.1% | Added |
| Worth Financial Advisory Group, LLC | 1,761 | $530.4K | 0.37% | +34+2.0% | Added |
| Emerald Advisers, LLC | 1,766 | $531.9K | 0.02% | +1,566+783.0% | Added |
| One Wealth Advisors, LLC | 1,765 | $532.2K | 0.09% | +1,765 | New |
| Pinnacle Bancorp, Inc. | 1,767 | $532.2K | 0.16% | −50−2.8% | Reduced |
| Tobam | 1,769 | $533.0K | 0.05% | +120+7.3% | Added |
| Advisor OS, LLC | 1,772 | $533.7K | 0.06% | +423+31.4% | Added |
| Contravisory Investment Management, Inc. | 1,773 | $534.0K | 0.12% | −83−4.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,773 | $534.0K | 0.19% | +9+0.5% | Added |
| Saiph Capital, LLC | 1,776 | $534.9K | 0.25% | −226−11.3% | Reduced |
| Cottage Street Advisors LLC | 1,776 | $534.9K | 0.32% | +649+57.6% | Added |
| Park National Corp | 1,780 | $536.1K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,780 | $536.1K | 0.38% | +283+18.9% | Added |
| Verus Capital Partners, LLC | 1,790 | $539.1K | 0.06% | +72+4.2% | Added |
| Prossimo Advisors, LLC | 1,792 | $540.0K | 1.04% | +207+13.1% | Added |
| Chaney Capital Management, Inc. | 1,793 | $540.0K | 0.43% | 00.0% | Unchanged |
| Apexium Financial, LP | 1,793 | $540.5K | 0.04% | +76+4.4% | Added |