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 |
|---|---|---|---|---|---|
| Ewa, LLC | 1,954 | $540.7K | 0.24% | +40+2.1% | Added |
| TSFG, LLC | 1,795 | $541.0K | 0.14% | −891−33.2% | Reduced |
| CBOE Vest Financial, LLC | 1,799 | $541.8K | 0.01% | +1,799 | New |
| Perennial Advisors, LLC | 1,815 | $546.6K | 0.13% | −11−0.6% | Reduced |
| Arcataur Capital Management LLC | 1,815 | $546.6K | 0.20% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 1,818 | $547.5K | 0.01% | −1,500−45.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,819 | $547.8K | 0.47% | −65−3.5% | Reduced |
| Cubic Asset Management, LLC | 1,820 | $548.1K | 0.13% | −100−5.2% | Reduced |
| Tennessee Valley Asset Management Partners | 1,821 | $548.7K | 0.13% | +42+2.4% | Added |
| Geller Advisors LLC | 1,821 | $549.2K | 0.04% | +134+7.9% | Added |
| LVW Advisors, LLC | 1,833 | $552.1K | 0.09% | +166+10.0% | Added |
| Oak Thistle LLC | 1,835 | $552.7K | 0.50% | −6,636−78.3% | Reduced |
| Addison Advisors LLC | 1,841 | $554.5K | 0.19% | +265+16.8% | Added |
| FFT Wealth Management LLC | 1,843 | $555.2K | 0.05% | +282+18.1% | Added |
| Stiles Financial Services Inc | 1,846 | $556.0K | 0.22% | −145−7.3% | Reduced |
| Vicus Capital | 1,847 | $556.3K | 0.05% | +1,847 | New |
| Marino, Stram & Associates LLC | 1,849 | $556.9K | 0.13% | +327+21.5% | Added |
| Riversedge Advisors, LLC | 1,854 | $558.4K | 0.14% | −82−4.2% | Reduced |
| Accel Wealth Management | 1,857 | $559.3K | 0.24% | +50+2.8% | Added |
| First Affirmative Financial Network | 1,860 | $560.2K | 0.41% | +232+14.3% | Added |
| Patron Partners Advisors, LLC | 1,869 | $562.9K | 0.34% | +112+6.4% | Added |
| Chapin Davis, Inc. | 1,870 | $563.2K | 0.21% | +1,870 | New |
| Moss Adams Wealth Advisors LLC | 1,871 | $564.3K | 0.09% | +1,042+125.7% | Added |
| Brandywine Oak Private Wealth LLC | 1,876 | $565.0K | 0.06% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,879 | $566.3K | 0.09% | +91+5.1% | Added |
| Guardian Wealth Advisors, LLC | 1,881 | $566.5K | 0.07% | +177+10.4% | Added |
| Bigelow Investment Advisors, LLC | 1,882 | $566.8K | 0.28% | −27−1.4% | Reduced |
| Copperleaf Capital, LLC | 1,882 | $566.8K | 0.49% | +87+4.8% | Added |
| Fulcrum Capital LLC | 1,883 | $567.1K | 0.13% | −178−8.6% | Reduced |
| Cedrus LLC | 1,884 | $567.4K | 0.31% | +583+44.8% | Added |
| Balanced Rock Investment Advisor | 1,886 | $568.0K | 0.48% | −532−22.0% | Reduced |
| True North Advisors, LLC | 1,888 | $568.6K | 0.16% | −208−9.9% | Reduced |
| Smith, Moore & Co. | 1,889 | $568.9K | 0.06% | −158−7.7% | Reduced |
| Mizuho Markets Cayman LP | 1,893 | $570.1K | 0.35% | +1,893 | New |
| Revolve Wealth Partners, LLC | 1,898 | $571.6K | 0.10% | +92+5.1% | Added |
| Battery Global Advisors, LLC | 1,914 | $577.2K | 0.47% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,917 | $577.4K | 0.12% | +6+0.3% | Added |
| Connecticut Wealth Management, LLC | 1,919 | $578.0K | 0.03% | −25−1.3% | Reduced |
| Verdence Capital Advisors LLC | 1,920 | $578.2K | 0.05% | −5−0.3% | Reduced |
| Encompass Wealth Advisors, LLC | 1,924 | $579.3K | 0.15% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 1,927 | $580.4K | 0.27% | +137+7.7% | Added |
| Gladius Capital Management LP | 1,928 | $580.7K | 0.57% | +1,928 | New |
| Amussen Hunsaker Associates LLC | 1,927 | $580.7K | 0.11% | −95−4.7% | Reduced |
| Truvestments Capital LLC | 1,934 | $582.5K | 0.22% | +84+4.5% | Added |
| Relyea Zuckerberg Hanson LLC | 1,935 | $582.8K | 0.10% | +13+0.7% | Added |
| Waypoint Wealth Partners Inc. | 1,941 | $584.6K | 0.17% | +70+3.7% | Added |
| Eagle Strategies LLC | 1,942 | $584.9K | 0.13% | −4,640−70.5% | Reduced |
| Holderness Investments Co | 1,943 | $585.2K | 0.14% | +626+47.5% | Added |
| Joel Isaacson & Co., LLC | 1,947 | $586.4K | 0.03% | +536+38.0% | Added |
| Synergy Financial Group, LTD | 1,951 | $587.6K | 0.66% | +13+0.7% | Added |
| Cape Investment Advisory, Inc. | 1,952 | $587.9K | 0.27% | +10+0.5% | Added |
| FF Advisors,LLC | 1,955 | $588.8K | 0.41% | +152+8.4% | Added |
| Winthrop Advisory Group LLC | 1,953 | $589.0K | 0.09% | +50+2.6% | Added |
| GYL Financial Synergies, LLC | 1,958 | $589.7K | 0.05% | −67−3.3% | Reduced |
| Northern Oak Wealth Management Inc | 1,966 | $592.1K | 0.07% | +101+5.4% | Added |
| D'Orazio & Associates, Inc. | 1,967 | $592.4K | 0.10% | −1−0.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,983 | $597.0K | 0.01% | −8,938−81.8% | Reduced |
| Peterson Wealth Services | 1,983 | $597.2K | 0.22% | −9−0.5% | Reduced |
| Pointe Capital Management LLC | 1,985 | $597.8K | 0.37% | +230+13.1% | Added |
| Essex LLC | 1,989 | $599.0K | 0.14% | −10−0.5% | Reduced |
| Catalyst Private Wealth, LLC | 1,991 | $599.6K | 0.31% | −157−7.3% | Reduced |
| Crewe Advisors LLC | 1,991 | $599.6K | 0.07% | +1,991 | New |
| XY Capital Ltd | 1,993 | $600.3K | 0.51% | +1,993 | New |
| BluePointe Capital Management, LLC | 1,992 | $600.8K | 0.41% | −86−4.1% | Reduced |
| Cypress Point Wealth Management, LLC | 1,996 | $601.2K | 0.31% | +1,996 | New |
| Prosperity Consulting Group, LLC | 1,999 | $602.1K | 0.08% | +1,999 | New |
| SFM, LLC | 2,000 | $602.4K | 0.46% | −191−8.7% | Reduced |
| Hilltop National Bank | 2,001 | $602.7K | 0.20% | +2,001 | New |
| Covenant Partners, LLC | 2,001 | $602.7K | 0.18% | −574−22.3% | Reduced |
| Mondrian Investment Partners LTD | 2,002 | $603.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,002 | $603.0K | 0.14% | +45+2.3% | Added |
| Montecito Bank & Trust | 2,004 | $603.6K | 0.12% | +732+57.5% | Added |
| Baxter Bros Inc | 2,008 | $604.8K | 0.08% | −21−1.0% | Reduced |
| First Financial Corp | 2,010 | $605.3K | 0.31% | −497−19.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,011 | $605.7K | 0.03% | −38−1.9% | Reduced |
| Northern Financial Advisors Inc | 2,030 | $611.4K | 0.48% | −11−0.5% | Reduced |
| Wellington Wealth Strategies, LLC. | 2,043 | $615.4K | 0.29% | −1,335−39.5% | Reduced |
| Lecap Asset Management Ltd | 2,053 | $618.3K | 0.13% | +2,053 | New |
| West Family Investments, Inc. | 2,058 | $619.8K | 0.19% | +599+41.1% | Added |
| Lingohr & Partner Asset Management GmbH | 2,062 | $621.0K | 1.55% | −1,199−36.8% | Reduced |
| Boston Trust Walden Corp | 2,063 | $621.3K | 0.00% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 2,063 | $621.3K | 0.09% | +3+0.1% | Added |
| Castle Rock Wealth Management, LLC | 2,315 | $622.0K | 0.17% | +309+15.4% | Added |
| Clarus Wealth Advisors | 2,096 | $628.0K | 0.36% | −73−3.4% | Reduced |
| Hussman Strategic Advisors, Inc. | 2,100 | $632.5K | 0.15% | +1,050+100.0% | Added |
| BLB&B Advisors, LLC | 2,101 | $632.8K | 0.04% | +2,101 | New |
| Confluence Wealth Services, Inc. | 2,104 | $633.7K | 0.06% | +169+8.7% | Added |
| Regal Investment Advisors LLC | 2,109 | $635.2K | 0.04% | −137−6.1% | Reduced |
| Meeder Asset Management Inc | 2,114 | $636.7K | 0.04% | −5,081−70.6% | Reduced |
| RAM Investment Partners, LLC | 2,117 | $637.5K | 0.20% | −465−18.0% | Reduced |
| New Republic Capital, LLC | 2,119 | $639.0K | 0.41% | +64+3.1% | Added |
| Harvest Management LLC | 2,129 | $641.2K | 0.55% | −171−7.4% | Reduced |
| JB Capital LLC | 2,131 | $641.8K | 0.04% | +158+8.0% | Added |
| Lakeview Capital Partners, LLC | 2,140 | $644.5K | 0.10% | +209+10.8% | Added |
| Roberts Glore & Co Inc | 2,147 | $646.6K | 0.19% | −107−4.7% | Reduced |
| Zullo Investment Group, Inc. | 2,148 | $646.9K | 0.30% | +133+6.6% | Added |
| Gabelli Funds LLC | 2,150 | $647.5K | 0.00% | +545+34.0% | Added |
| Old Point Trust & Financial Services N A | 2,153 | $648.4K | 0.24% | +1,575+272.5% | Added |
| TBH Global Asset Management, LLC | 2,156 | $649.4K | 0.13% | +441+25.7% | Added |
| Redwood Financial Network Corp | 2,161 | $650.9K | 0.57% | −124−5.4% | Reduced |