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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 17,890 | $5.39M | 0.45% | −1,548−8.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 17,824 | $5.37M | 0.97% | −1,347−7.0% | Reduced |
| National Asset Management, Inc. | 26,343 | $5.34M | 0.14% | +411+1.6% | Added |
| Mirabaud Asset Management Ltd | 17,596 | $5.30M | 2.14% | −5,526−23.9% | Reduced |
| HBW Advisory Services LLC | 20,111 | $5.29M | 0.99% | 00.0% | Unchanged |
| Cullinan Associates Inc | 17,447 | $5.25M | 0.29% | −13,260−43.2% | Reduced |
| Bragg Financial Advisors, Inc | 17,420 | $5.25M | 0.24% | +12,441+249.9% | Added |
| South State Corp. | 17,386 | $5.24M | 0.41% | −432−2.4% | Reduced |
| YHB Investment Advisors, Inc. | 17,290 | $5.21M | 0.46% | +1,113+6.9% | Added |
| Cabot Wealth Management Inc | 17,246 | $5.19M | 0.68% | −218−1.2% | Reduced |
| Lockheed Martin Investment Management Co | 21,310 | $5.18M | 0.38% | −11,410−34.9% | Reduced |
| Coldstream Capital Management Inc | 17,203 | $5.18M | 0.13% | +2,637+18.1% | Added |
| Brady Family Wealth, LLC | 17,135 | $5.16M | 1.67% | +12,371+259.7% | Added |
| HighPoint Advisor Group LLC | 18,565 | $5.15M | 0.36% | +110+0.6% | Added |
| Canandaigua National Bank & Trust Co | 17,057 | $5.14M | 0.76% | −955−5.3% | Reduced |
| Savant Capital, LLC | 17,032 | $5.13M | 0.06% | +456+2.8% | Added |
| First Interstate Bank | 17,015 | $5.12M | 0.35% | −1,062−5.9% | Reduced |
| Ascent Group, LLC | 16,975 | $5.11M | 0.45% | +7,547+80.0% | Added |
| Clark Capital Management Group, Inc. | 16,875 | $5.08M | 0.04% | +2,544+17.8% | Added |
| Prentiss Smith & Co Inc | 16,766 | $5.05M | 3.55% | −409−2.4% | Reduced |
| Asio Capital, LLC | 16,731 | $5.05M | 1.07% | +691+4.3% | Added |
| Harbor Capital Advisors, Inc. | 16,678 | $5.02M | 0.66% | −1,755−9.5% | Reduced |
| Schechter Investment Advisors, LLC | 16,659 | $5.02M | 0.38% | +2,606+18.5% | Added |
| Condor Capital Management | 16,608 | $5.00M | 0.49% | −354−2.1% | Reduced |
| Gateway Advisory, LLC | 16,595 | $5.00M | 0.88% | +1,123+7.3% | Added |
| Meridian Management Co | 16,591 | $5.00M | 1.36% | −6,430−27.9% | Reduced |
| David J Yvars Group | 16,562 | $4.99M | 3.36% | +252+1.5% | Added |
| FRG Family Wealth Advisors LLC | 18,497 | $4.97M | 0.98% | −135−0.7% | Reduced |
| Renaissance Investment Group LLC | 16,483 | $4.96M | 1.14% | +16,483 | New |
| Meiji Yasuda Asset Management Co Ltd. | 16,419 | $4.95M | 0.21% | +3,103+23.3% | Added |
| Timber Creek Capital Management LLC | 16,400 | $4.94M | 1.54% | −1,665−9.2% | Reduced |
| Hills Bank & Trust Co | 16,395 | $4.94M | 0.42% | −336−2.0% | Reduced |
| Alliance Wealth Advisors, LLC | 16,343 | $4.92M | 1.47% | +517+3.3% | Added |
| Ballentine Partners, LLC | 16,340 | $4.92M | 0.09% | +1,475+9.9% | Added |
| Equitable Holdings, Inc. | 16,264 | $4.90M | 0.06% | +1,959+13.7% | Added |
| Louisbourg Investments Inc. | 19,802 | $4.89M | 1.36% | −1,907−8.8% | Reduced |
| Advisors Asset Management, Inc. | 16,227 | $4.89M | 0.09% | +3,327+25.8% | Added |
| Whalerock Point Partners, LLC | 16,189 | $4.88M | 1.33% | +375+2.4% | Added |
| Pegasus Asset Management, Inc. | 16,158 | $4.87M | 1.88% | +74+0.5% | Added |
| Azzad Asset Management Inc | 16,014 | $4.82M | 0.56% | +219+1.4% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $4.82M | 1.14% | 00.0% | Unchanged |
| Pitcairn Co | 15,985 | $4.81M | 0.31% | −276−1.7% | Reduced |
| Wedmont Private Capital | 15,904 | $4.81M | 0.35% | +2,633+19.8% | Added |
| First Hawaiian Bank | 15,966 | $4.81M | 0.15% | +1,971+14.1% | Added |
| Linscomb & Williams, Inc. | 15,904 | $4.79M | 0.25% | +23+0.1% | Added |
| NewSquare Capital LLC | 15,820 | $4.76M | 0.42% | +690+4.6% | Added |
| Benson Investment Management Company, Inc. | 15,797 | $4.76M | 2.02% | −2,744−14.8% | Reduced |
| Private Wealth Partners, LLC | 15,774 | $4.75M | 0.38% | +216+1.4% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $4.71M | 0.19% | 00.0% | Unchanged |
| Sepio Capital, LP | 15,621 | $4.70M | 0.40% | +1,012+6.9% | Added |
| Red Door Wealth Management, LLC | 15,604 | $4.70M | 0.91% | +1,044+7.2% | Added |
| Vestmark Advisory Solutions, Inc. | 15,583 | $4.69M | 0.20% | +7,530+93.5% | Added |
| KCM Investment Advisors LLC | 15,471 | $4.66M | 0.17% | −1,337−8.0% | Reduced |
| Vickerman Investment Advisors, Inc. | 15,380 | $4.63M | 1.49% | −505−3.2% | Reduced |
| E Fund Management Co., Ltd. | 15,287 | $4.60M | 0.29% | +6,951+83.4% | Added |
| Simplex Trading, LLC | 15,255 | $4.59M | 0.13% | −138,432−90.1% | Reduced |
| Arlington Financial Advisors, LLC | 15,099 | $4.55M | 1.00% | −1,147−7.1% | Reduced |
| Mirova | 15,084 | $4.54M | 0.80% | +1,616+12.0% | Added |
| UBS Oconnor LLC | 15,000 | $4.52M | 0.13% | +3,500+30.4% | Added |
| Sofos Investments, Inc. | 15,969 | $4.51M | 0.60% | +7,965+99.5% | Added |
| Central Pacific Bank - Trust Division | 14,899 | $4.50M | 0.56% | +14,899 | New |
| Cavalier Investments, LLC | 14,947 | $4.50M | 1.64% | +813+5.8% | Added |
| Stansberry Asset Management, LLC | 14,917 | $4.49M | 0.61% | +1,072+7.7% | Added |
| Invst, LLC | 14,863 | $4.49M | 0.53% | −1,138−7.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 14,843 | $4.47M | 2.07% | +197+1.3% | Added |
| Hudson Capital Management LLC | 14,793 | $4.46M | 1.54% | −10.0% | Reduced |
| Xcel Wealth Management, LLC | 14,744 | $4.44M | 1.39% | −4,438−23.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 14,743 | $4.44M | 0.35% | −19,370−56.8% | Reduced |
| Granite Investment Partners, LLC | 14,682 | $4.42M | 0.17% | −98−0.7% | Reduced |
| BNC Wealth Management, LLC | 14,673 | $4.42M | 1.89% | +512+3.6% | Added |
| Aperture Investors, LLC | 14,615 | $4.40M | 0.56% | −3,172−17.8% | Reduced |
| Quadrant Private Wealth Management, LLC | 14,571 | $4.39M | 1.11% | +74+0.5% | Added |
| Northeast Financial Consultants Inc | 14,573 | $4.39M | 0.22% | +152+1.1% | Added |
| Merit Financial Group, LLC | 15,821 | $4.33M | 0.10% | +8,187+107.2% | Added |
| Edmond de Rothschild Holding S.A. | 14,336 | $4.32M | 0.07% | −2,071−12.6% | Reduced |
| Trust Co of Toledo NA | 14,309 | $4.31M | 0.67% | +591+4.3% | Added |
| Kingswood Wealth Advisors, LLC | 14,187 | $4.27M | 0.49% | −2,274−13.8% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14,150 | $4.27M | 1.11% | +14,150 | New |
| Asahi Life Asset Management Co., Ltd. | 14,138 | $4.26M | 2.55% | −3,000−17.5% | Reduced |
| Capital Analysts, LLC | 14,132 | $4.26M | 0.20% | +131+0.9% | Added |
| NBT Bank N A | 14,098 | $4.25M | 0.31% | −30−0.2% | Reduced |
| Charter Trust Co | 14,079 | $4.24M | 0.28% | +790+5.9% | Added |
| WD Rutherford LLC | 14,055 | $4.23M | 2.19% | −643−4.4% | Reduced |
| Hixon Zuercher, LLC | 14,034 | $4.23M | 1.79% | +56+0.4% | Added |
| Cozad Asset Management Inc | 13,963 | $4.21M | 0.44% | −85−0.6% | Reduced |
| Smithbridge Asset Management Inc | 13,962 | $4.21M | 0.87% | −97−0.7% | Reduced |
| Transatlantique Private Wealth LLC | 14,032 | $4.20M | 1.83% | −344−2.4% | Reduced |
| Axxcess Wealth Management, LLC | 13,954 | $4.20M | 0.12% | +2,461+21.4% | Added |
| Penserra Capital Management LLC | 13,899 | $4.18M | 0.05% | −10,675−43.4% | Reduced |
| Jump Financial, LLC | 13,776 | $4.15M | 0.11% | −10,069−42.2% | Reduced |
| Cornerstone Wealth Group, LLC | 13,553 | $4.08M | 0.38% | −3,480−20.4% | Reduced |
| a16z Perennial Management, L.P. | 13,528 | $4.07M | 0.38% | −28,800−68.0% | Reduced |
| Transcend Wealth Collective, LLC | 13,495 | $4.06M | 0.33% | +255+1.9% | Added |
| CenterBook Partners LP | 13,482 | $4.06M | 0.28% | +3,777+38.9% | Added |
| Norden Group LLC | 13,471 | $4.06M | 0.82% | +1,941+16.8% | Added |
| Hudson Bay Capital Management LP | 13,444 | $4.05M | 0.04% | −472,556−97.2% | Reduced |
| Midwest Professional Planners, LTD. | 13,413 | $4.04M | 1.42% | +2,013+17.7% | Added |
| PFG Investments, LLC | 13,339 | $4.02M | 0.24% | +8,744+190.3% | Added |
| GeoWealth Management, LLC | 13,237 | $3.99M | 0.15% | +4,913+59.0% | Added |
| Redwood Investments, LLC | 15,204 | $3.94M | 1.15% | −5,133−25.2% | Reduced |