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 |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 29,642 | $3.92M | 0.41% | −185−0.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 13,000 | $3.92M | 1.99% | +3,000+30.0% | Added |
| Modera Wealth Management, LLC | 12,993 | $3.91M | 0.06% | +1,755+15.6% | Added |
| Gilliland Jeter Wealth Management LLC | 12,993 | $3.91M | 1.36% | −412−3.1% | Reduced |
| Laurel Wealth Advisors LLC | 12,988 | $3.91M | 0.67% | −40−0.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,979 | $3.91M | 0.22% | +3,704+39.9% | Added |
| First Manhattan Co | 12,969 | $3.91M | 0.01% | +145+1.1% | Added |
| Kerrisdale Advisers, LLC | 12,961 | $3.90M | 1.23% | −9,508−42.3% | Reduced |
| Icon Advisers Inc | 12,900 | $3.90M | 0.85% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 12,938 | $3.90M | 0.20% | −1,591−11.0% | Reduced |
| Grove Bank & Trust | 12,938 | $3.90M | 0.66% | +685+5.6% | Added |
| Trexquant Investment LP | 12,931 | $3.89M | 0.08% | +12,931 | New |
| Concord Investment Counsel Inc. | 12,928 | $3.89M | 1.41% | +12,928 | New |
| Mango Five Family, Inc. | 12,900 | $3.89M | 1.29% | 00.0% | Unchanged |
| Savoie Capital LLC | 12,900 | $3.89M | 0.55% | +12,900 | New |
| Ritholtz Wealth Management | 12,849 | $3.87M | 0.13% | +2,128+19.8% | Added |
| Wunderlich Capital Managemnt | 12,837 | $3.87M | 1.74% | −710−5.2% | Reduced |
| Clearstead Advisors, LLC | 13,845 | $3.84M | 0.19% | +239+1.8% | Added |
| Arlington Partners LLC | 12,727 | $3.83M | 1.95% | 00.0% | Unchanged |
| Courier Capital LLC | 12,721 | $3.83M | 0.28% | −81−0.6% | Reduced |
| HighVista Strategies LLC | 12,679 | $3.82M | 1.36% | −2,300−15.4% | Reduced |
| Canal Capital Management, LLC | 12,679 | $3.82M | 0.64% | +862+7.3% | Added |
| Independence Bank of Kentucky | 12,646 | $3.81M | 1.14% | −418−3.2% | Reduced |
| AlTi Global, Inc. | 12,662 | $3.80M | 0.11% | +3,356+36.1% | Added |
| Harrell Investment Partners, LLC | 12,610 | $3.80M | 1.13% | −789−5.9% | Reduced |
| Modus Advisors, LLC | 12,602 | $3.80M | 1.41% | +424+3.5% | Added |
| Winch Advisory Services, LLC | 12,562 | $3.78M | 1.16% | +16+0.1% | Added |
| Beech Hill Advisors, Inc. | 12,504 | $3.77M | 1.56% | −85−0.7% | Reduced |
| NBC Securities, Inc. | 12,404 | $3.73M | 0.35% | +340+2.8% | Added |
| Grey Street Capital, LLC | 12,360 | $3.73M | 0.50% | +5,467+79.3% | Added |
| Prelude Capital Management, LLC | 12,347 | $3.72M | 0.25% | +7,943+180.4% | Added |
| TKG Advisors, LLC | 12,287 | $3.70M | 2.06% | −1,425−10.4% | Reduced |
| Garrett Investment Advisors LLC | 12,255 | $3.69M | 0.47% | +134+1.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 12,236 | $3.68M | 0.31% | 00.0% | Unchanged |
| Glynn Capital Management LLC | 12,197 | $3.67M | 0.69% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 12,193 | $3.67M | 2.41% | +781+6.8% | Added |
| LGT Group Foundation | 12,188 | $3.67M | 0.09% | −13,854−53.2% | Reduced |
| Connable Office Inc | 12,152 | $3.66M | 0.41% | −423−3.4% | Reduced |
| SeaCrest Wealth Management, LLC | 12,148 | $3.66M | 0.45% | −286−2.3% | Reduced |
| We Are One Seven, LLC | 12,138 | $3.66M | 0.19% | −711−5.5% | Reduced |
| Roundview Capital LLC | 12,087 | $3.64M | 0.30% | −8−0.1% | Reduced |
| Sumitomo Life Insurance Co | 12,005 | $3.62M | 0.09% | −457−3.7% | Reduced |
| Asset Dedication, LLC | 11,914 | $3.61M | 0.27% | −2,200−15.6% | Reduced |
| Atlantic Trust, LLC | 11,910 | $3.59M | 0.94% | −20.0% | Reduced |
| Bey-Douglas LLC | 11,905 | $3.59M | 3.43% | +6,141+106.5% | Added |
| Green Harvest Asset Management LLC | 11,897 | $3.58M | 0.09% | +836+7.6% | Added |
| Northcape Capital Pty Ltd | 11,869 | $3.58M | 0.41% | −369−3.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 11,868 | $3.57M | 0.76% | +1,810+18.0% | Added |
| Caliber Wealth Management, LLC | 11,857 | $3.57M | 1.90% | −307−2.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 11,844 | $3.57M | 1.60% | −20.0% | Reduced |
| Wellington Shields Capital Management, LLC | 11,804 | $3.56M | 0.67% | +396+3.5% | Added |
| Rational Advisors LLC | 11,799 | $3.55M | 0.33% | +11,040+1,454.5% | Added |
| Qtron Investments LLC | 11,738 | $3.54M | 0.50% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 11,735 | $3.53M | 0.36% | +713+6.5% | Added |
| Clarity Capital Partners LLC | 11,727 | $3.53M | 2.32% | +1,114+10.5% | Added |
| Rockline Wealth Management, LLC | 11,696 | $3.52M | 1.23% | +1,009+9.4% | Added |
| Douglass Winthrop Advisors, LLC | 11,650 | $3.51M | 0.07% | +107+0.9% | Added |
| Sendero Wealth Management, LLC | 11,643 | $3.51M | 0.60% | −4,338−27.1% | Reduced |
| New Hampshire Trust | 11,587 | $3.49M | 0.82% | −2,740−19.1% | Reduced |
| IPG Investment Advisors LLC | 11,533 | $3.48M | 0.76% | −3,695−24.3% | Reduced |
| 180 Wealth Advisors, LLC | 11,528 | $3.47M | 0.62% | +70+0.6% | Added |
| Kampmann Melissa S. | 11,460 | $3.45M | 2.48% | +605+5.6% | Added |
| WCG Wealth Advisors LLC | 11,428 | $3.44M | 0.29% | −5,111−30.9% | Reduced |
| Dynasty Wealth Management, LLC | 11,409 | $3.44M | 0.11% | +11,409 | New |
| Accuvest Global Advisors | 11,390 | $3.43M | 1.50% | +11,390 | New |
| Birch Hill Investment Advisors LLC | 11,384 | $3.43M | 0.17% | −1,569−12.1% | Reduced |
| Geneos Wealth Management Inc. | 11,380 | $3.43M | 0.16% | −994−8.0% | Reduced |
| Wealth Alliance | 11,357 | $3.42M | 0.45% | −206−1.8% | Reduced |
| Van Hulzen Asset Management, LLC | 11,347 | $3.42M | 0.23% | −34−0.3% | Reduced |
| OMC Financial Services LTD | 11,338 | $3.42M | 1.74% | +11,338 | New |
| Ocean Capital Management, LLC | 11,326 | $3.41M | 1.27% | −1,129−9.1% | Reduced |
| NVWM, LLC | 11,474 | $3.41M | 0.94% | −388−3.3% | Reduced |
| Enterprise Bank & Trust Co | 11,295 | $3.40M | 1.17% | −838−6.9% | Reduced |
| Alps Advisors Inc | 11,284 | $3.40M | 0.02% | +701+6.6% | Added |
| Winton Group Ltd | 11,263 | $3.39M | 0.24% | −4,898−30.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 11,253 | $3.39M | 0.78% | +1,029+10.1% | Added |
| Kovack Advisors, Inc. | 11,252 | $3.39M | 0.41% | −563−4.8% | Reduced |
| Horizon Investment Services, LLC | 11,243 | $3.39M | 1.66% | +1,237+12.4% | Added |
| Trust Asset Management LLC | 11,221 | $3.38M | 0.30% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 11,216 | $3.38M | 0.04% | +343+3.2% | Added |
| Lake Street Advisors Group, LLC | 11,189 | $3.37M | 0.16% | +20+0.2% | Added |
| Graypoint LLC | 11,198 | $3.37M | 0.24% | +694+6.6% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 11,169 | $3.36M | 1.58% | −387−3.3% | Reduced |
| Paradigm Financial Partners, LLC | 11,134 | $3.35M | 0.72% | +1,442+14.9% | Added |
| Synergy Financial Management, LLC | 11,115 | $3.35M | 0.57% | +3,757+51.1% | Added |
| Cumberland Partners Ltd | 11,100 | $3.34M | 0.24% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 11,075 | $3.33M | 0.58% | −15−0.1% | Reduced |
| Hancock Whitney Corp | 10,990 | $3.31M | 0.11% | +136+1.3% | Added |
| Citizens Business Bank | 10,966 | $3.30M | 0.69% | −106−1.0% | Reduced |
| TD Private Client Wealth LLC | 10,945 | $3.30M | 0.11% | +2,955+37.0% | Added |
| Cetera Trust Company, N.A | 10,916 | $3.29M | 1.98% | −475−4.2% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 10,861 | $3.27M | 3.64% | +1,366+14.4% | Added |
| Farther Finance Advisors, LLC | 10,772 | $3.26M | 0.20% | +1,217+12.7% | Added |
| Executive Wealth Management, LLC | 10,715 | $3.24M | 0.28% | −1,600−13.0% | Reduced |
| Mutual Advisors, LLC | 10,661 | $3.21M | 0.10% | +387+3.8% | Added |
| OV Management LLC | 10,644 | $3.21M | 2.32% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 10,631 | $3.20M | 0.18% | −390−3.5% | Reduced |
| Cohen Investment Advisors LLC | 10,593 | $3.19M | 2.07% | +368+3.6% | Added |
| Private Trust Co NA | 10,591 | $3.19M | 0.34% | +1,071+11.3% | Added |
| Symphony Financial, Ltd. Co. | 10,535 | $3.17M | 0.74% | −1,360−11.4% | Reduced |