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 |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 10,525 | $3.17M | 0.11% | −287−2.7% | Reduced |
| Aspiriant, LLC | 10,494 | $3.16M | 0.13% | −19−0.2% | Reduced |
| Point72 Hong Kong Ltd | 10,485 | $3.16M | 0.16% | +10,485 | New |
| Processus Wealth & Capital Management, LLC | 10,470 | $3.15M | 2.80% | +470+4.7% | Added |
| Capital Wealth Planning, LLC | 10,431 | $3.14M | 0.03% | −2,134−17.0% | Reduced |
| Passumpsic Savings Bank | 10,424 | $3.14M | 2.01% | +10,424 | New |
| Coastline Trust Co | 10,419 | $3.14M | 0.38% | +4,837+86.7% | Added |
| Chase Investment Counsel Corp | 10,339 | $3.11M | 1.16% | −38−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 10,277 | $3.10M | 0.16% | +410+4.2% | Added |
| Clarius Group, LLC | 10,261 | $3.09M | 0.21% | −1,381−11.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 10,247 | $3.09M | 1.96% | −256−2.4% | Reduced |
| Tiemann Investment Advisors, LLC | 10,188 | $3.07M | 1.37% | 00.0% | Unchanged |
| Diversified Trust Co | 10,175 | $3.06M | 0.09% | −896−8.1% | Reduced |
| Sculati Wealth Management, LLC | 10,154 | $3.06M | 1.32% | +50.0% | Added |
| Centaurus Financial, Inc. | 10,099 | $3.04M | 0.21% | +817+8.8% | Added |
| Western Wealth Management, LLC | 10,087 | $3.04M | 0.24% | +2,088+26.1% | Added |
| Strategic Advocates LLC | 10,080 | $3.04M | 1.17% | +3,446+51.9% | Added |
| Wintrust Investments LLC | 10,073 | $3.03M | 0.27% | +809+8.7% | Added |
| Lake Street Financial LLC | 10,060 | $3.03M | 0.42% | −630−5.9% | Reduced |
| Community Financial Services Group, LLC | 10,055 | $3.03M | 0.69% | +10,055 | New |
| Boltwood Capital Management | 10,042 | $3.02M | 0.94% | −307−3.0% | Reduced |
| Advent Capital Management | 10,000 | $3.01M | 0.08% | 00.0% | Unchanged |
| Wealth High Governance Capital Ltda | 10,000 | $3.01M | 0.67% | +10,000 | New |
| Cigna Investments Inc | 9,982 | $3.01M | 0.57% | −169−1.7% | Reduced |
| Delta Investment Management, LLC | 9,918 | $2.99M | 0.68% | −101−1.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 9,880 | $2.98M | 0.68% | −595−5.7% | Reduced |
| Herbst Group, LLC | 9,810 | $2.95M | 1.83% | −1,000−9.3% | Reduced |
| Financial Engines Advisors L.L.C. | 9,783 | $2.95M | 0.01% | +1,593+19.5% | Added |
| Pinnacle Wealth Management, LLC | 9,727 | $2.93M | 3.05% | +2,588+36.3% | Added |
| Perpetual Ltd | 9,724 | $2.93M | 0.03% | −1,071−9.9% | Reduced |
| Warren Averett Asset Management, LLC | 9,663 | $2.91M | 0.07% | +5,534+134.0% | Added |
| PKO Investment Management Joint-Stock Co | 9,590 | $2.90M | 0.35% | +3,590+59.8% | Added |
| Prana Capital Management, LP | 9,591 | $2.89M | 0.13% | +9,591 | New |
| Strategic Planning Group, LLC | 9,583 | $2.89M | 0.72% | +1,317+15.9% | Added |
| Northstar Advisory Group, LLC | 10,444 | $2.87M | 1.74% | +6,168+144.2% | Added |
| Moody National Bank Trust Division | 9,487 | $2.86M | 0.23% | +22+0.2% | Added |
| Roberts Wealth Advisors, LLC | 10,450 | $2.85M | 1.07% | −26−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 9,386 | $2.83M | 0.30% | +1,519+19.3% | Added |
| Waverton Investment Management Ltd | 9,380 | $2.82M | 0.06% | −2,210−19.1% | Reduced |
| Edgestream Partners, L.P. | 9,367 | $2.82M | 0.14% | +8,603+1,126.0% | Added |
| Harvest Fund Management Co., Ltd | 9,355 | $2.81M | 0.25% | +3,496+59.7% | Added |
| Laurion Capital Management LP | 9,310 | $2.80M | 0.08% | +9,310 | New |
| BigSur Wealth Management LLC | 9,280 | $2.80M | 0.88% | +5,250+130.3% | Added |
| Keystone Investors Pte Ltd | 9,276 | $2.79M | 0.24% | +9,276 | New |
| IHT Wealth Management, LLC | 9,256 | $2.79M | 0.11% | +257+2.9% | Added |
| Balentine LLC | 9,251 | $2.79M | 0.08% | +2,202+31.2% | Added |
| Fidelis Capital Partners, LLC | 9,223 | $2.78M | 0.42% | +2,048+28.5% | Added |
| Aft, Forsyth & Company, Inc. | 9,196 | $2.77M | 1.58% | −535−5.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 9,150 | $2.76M | 0.97% | 00.0% | Unchanged |
| Conscious Wealth Investments, LLC | 9,911 | $2.75M | 2.09% | +15+0.2% | Added |
| Core Wealth Advisors, Inc. | 9,126 | $2.75M | 0.93% | −598−6.1% | Reduced |
| Cable Hill Partners, LLC | 10,501 | $2.74M | 0.34% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 9,106 | $2.74M | 0.11% | +40.0% | Added |
| Mission Creek Capital Partners, Inc. | 9,106 | $2.74M | 0.71% | +1,501+19.7% | Added |
| Flagship Harbor Advisors, LLC | 9,104 | $2.74M | 0.18% | −429−4.5% | Reduced |
| Beaumont Asset Management, L.L.C. | 9,083 | $2.74M | 1.82% | +182+2.0% | Added |
| Atlantic Union Bankshares Corp | 9,068 | $2.73M | 0.23% | −218−2.3% | Reduced |
| Charter Oak Capital Management, LLC | 9,036 | $2.72M | 0.29% | +3,062+51.3% | Added |
| WealthShield Partners, LLC | 8,995 | $2.71M | 0.44% | −149−1.6% | Reduced |
| Institute for Wealth Management, LLC. | 9,006 | $2.71M | 0.35% | +18+0.2% | Added |
| Triangle Securities Wealth Management | 8,985 | $2.71M | 0.77% | −99−1.1% | Reduced |
| Principle Wealth Partners LLC | 8,983 | $2.71M | 0.21% | −200−2.2% | Reduced |
| Flynn Zito Capital Management, LLC | 8,972 | $2.70M | 1.40% | +8,972 | New |
| Legacy Private Trust Co. | 8,968 | $2.70M | 0.20% | +68+0.8% | Added |
| Stoneridge Investment Partners LLC | 8,965 | $2.70M | 1.03% | −2,221−19.9% | Reduced |
| Oak Harbor Wealth Partners, LLC | 8,898 | $2.68M | 0.83% | +54+0.6% | Added |
| Buckingham Strategic Partners | 8,897 | $2.68M | 0.08% | +7,732+663.7% | Added |
| Welch & Forbes LLC | 8,891 | $2.68M | 0.04% | −1,368−13.3% | Reduced |
| Portfolio Design Labs, LLC | 8,890 | $2.68M | 0.90% | +8,890 | New |
| Burns J W & Co Inc | 8,835 | $2.66M | 0.37% | +837+10.5% | Added |
| Barings LLC | 8,800 | $2.65M | 0.07% | +133+1.5% | Added |
| Blackhawk Capital Partners LLC. | 8,799 | $2.65M | 1.65% | −1,905−17.8% | Reduced |
| Global Retirement Partners, LLC | 8,794 | $2.65M | 0.10% | +1,095+14.2% | Added |
| Bank Pictet & Cie (Asia) Ltd | 8,772 | $2.64M | 1.46% | +1,122+14.7% | Added |
| Premier Path Wealth Partners, LLC | 8,746 | $2.63M | 0.50% | −275−3.0% | Reduced |
| Cornercap Investment Counsel Inc | 8,730 | $2.63M | 0.40% | −1,739−16.6% | Reduced |
| L.M. Kohn & Company | 8,726 | $2.63M | 0.74% | +99+1.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 9,943 | $2.62M | 1.00% | −705−6.6% | Reduced |
| Thrive Wealth Management, LLC | 8,686 | $2.62M | 0.54% | +476+5.8% | Added |
| Pinnacle Holdings, LLC | 8,657 | $2.61M | 1.05% | −708−7.6% | Reduced |
| Nikulski Financial, Inc. | 8,646 | $2.60M | 0.86% | +53+0.6% | Added |
| RMR Wealth Builders | 8,640 | $2.60M | 0.31% | +2,397+38.4% | Added |
| Park Place Capital Corp | 8,639 | $2.60M | 0.93% | −167−1.9% | Reduced |
| New Insight Wealth Advisors | 8,617 | $2.60M | 1.62% | −59−0.7% | Reduced |
| Eisler Capital (US) LLC | 8,610 | $2.59M | 0.88% | +8,610 | New |
| Missouri Trust & Investment Co | 8,607 | $2.59M | 1.00% | −315−3.5% | Reduced |
| Summit Financial, LLC | 8,575 | $2.59M | 0.15% | −751−8.1% | Reduced |
| Segment Wealth Management, LLC | 8,581 | $2.58M | 0.20% | +961+12.6% | Added |
| Harvey Capital Management Inc | 8,575 | $2.58M | 0.76% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 8,563 | $2.58M | 1.74% | −796−8.5% | Reduced |
| Pearl River Capital, LLC | 8,561 | $2.58M | 0.41% | +8,561 | New |
| Okabena Investment Services Inc | 8,556 | $2.58M | 0.86% | +462+5.7% | Added |
| LGT Fund Management Co Ltd. | 8,550 | $2.58M | 1.07% | +120+1.4% | Added |
| Nicolet Bankshares Inc | 8,537 | $2.57M | 0.64% | −128−1.5% | Reduced |
| Moneta Group Investment Advisors LLC | 8,524 | $2.57M | 0.04% | −64−0.7% | Reduced |
| Fiduciary Group LLC | 8,524 | $2.57M | 0.28% | −173−2.0% | Reduced |
| AMG National Trust Bank | 8,486 | $2.56M | 0.07% | +213+2.6% | Added |
| MV Capital Management, Inc. | 8,470 | $2.55M | 0.29% | +7,425+710.5% | Added |
| Westpac Banking Corp | 8,431 | $2.54M | 0.19% | −4,179−33.1% | Reduced |
| Citizens & Northern Corp | 8,421 | $2.54M | 0.86% | −2,253−21.1% | Reduced |