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
- 2,768
- +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
- 1,120 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 |
|---|---|---|---|---|---|
| Chickasaw Capital Management LLC | 8,400 | $2.53M | 0.12% | +85+1.0% | Added |
| Ingalls & Snyder LLC | 8,359 | $2.52M | 0.11% | −80−0.9% | Reduced |
| Del-Sette Capital Management, LLC | 8,360 | $2.52M | 2.07% | +1,352+19.3% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 8,359 | $2.52M | 0.65% | +8,348+75,890.9% | Added |
| CoreCap Advisors, LLC | 8,356 | $2.52M | 0.13% | +6,369+320.5% | Added |
| Norway Savings Bank | 8,344 | $2.51M | 1.05% | +438+5.5% | Added |
| Great Lakes Retirement, Inc. | 8,340 | $2.51M | 0.37% | +114+1.4% | Added |
| Orin Green Financial, LLC | – | $2.49M | 1.17% | – | – |
| EPG Wealth Management LLC | 8,264 | $2.49M | 0.61% | +39+0.5% | Added |
| Forum Financial Management, LP | 8,221 | $2.48M | 0.04% | +135+1.7% | Added |
| United Bank | 8,214 | $2.47M | 1.26% | −104−1.3% | Reduced |
| Personal Cfo Solutions, LLC | 8,188 | $2.47M | 0.38% | +467+6.0% | Added |
| Bangor Savings Bank | 8,162 | $2.46M | 0.25% | −351−4.1% | Reduced |
| Shaker Investments LLC | 8,115 | $2.44M | 1.04% | +4,069+100.6% | Added |
| Edge Capital Group, LLC | 8,103 | $2.44M | 0.12% | +40+0.5% | Added |
| Davidson Capital Management Inc. | 8,077 | $2.43M | 0.78% | +8,049+28,746.4% | Added |
| Hudson Canyon Capital Management | 8,076 | $2.43M | 1.56% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $2.41M | 0.75% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 7,975 | $2.40M | 0.40% | −61−0.8% | Reduced |
| Nicholas Investment Partners, LP | 7,963 | $2.40M | 0.25% | 00.0% | Unchanged |
| South Dakota Investment Council | 7,937 | $2.39M | 0.05% | 00.0% | Unchanged |
| Field & Main Bank | 7,919 | $2.38M | 0.93% | −103−1.3% | Reduced |
| Wealth Management Partners, LLC | 7,911 | $2.38M | 1.21% | −131−1.6% | Reduced |
| Atomi Financial Group, Inc. | 7,907 | $2.38M | 0.22% | +3,930+98.8% | Added |
| Shepherd Financial Partners LLC | 7,904 | $2.38M | 0.31% | −4−0.1% | Reduced |
| Albion Financial Group | 7,891 | $2.38M | 0.18% | +641+8.8% | Added |
| FinTrust Capital Advisors, LLC | 7,880 | $2.37M | 0.46% | −36−0.5% | Reduced |
| River & Mercantile Asset Management LLP | 7,884 | $2.37M | 0.60% | −87−1.1% | Reduced |
| Koshinski Asset Management, Inc. | 7,846 | $2.36M | 0.24% | −221−2.7% | Reduced |
| Taika Capital, LP | 7,840 | $2.36M | 1.23% | +7,840 | New |
| Verde Capital Management | 7,837 | $2.36M | 0.81% | −346−4.2% | Reduced |
| Morse Asset Management, Inc | 7,834 | $2.36M | 0.60% | +1,435+22.4% | Added |
| Leonteq Securities AG | 7,817 | $2.35M | 0.32% | +7,817 | New |
| Optas, LLC | 7,809 | $2.35M | 0.64% | −79−1.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,805 | $2.35M | 0.25% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 7,785 | $2.34M | 1.44% | −178−2.2% | Reduced |
| Bulltick Wealth Management, LLC | 7,773 | $2.34M | 0.49% | 00.0% | Unchanged |
| Berkshire Bank | 7,783 | $2.34M | 0.58% | −90−1.1% | Reduced |
| Cito Capital Group, LLC | 7,750 | $2.34M | 0.96% | +200+2.6% | Added |
| Renasant Bank | 7,749 | $2.33M | 1.66% | −120−1.5% | Reduced |
| Bell Bank | 7,700 | $2.32M | 0.20% | −464−5.7% | Reduced |
| Ally Financial Inc. | 7,680 | $2.31M | 0.31% | +7,680 | New |
| Center for Financial Planning, Inc. | 7,677 | $2.31M | 0.35% | +326+4.4% | Added |
| Quadrant Capital Group LLC | 7,658 | $2.31M | 0.18% | +750+10.9% | Added |
| MidWestOne Financial Group, Inc. | 7,656 | $2.31M | 0.41% | +390+5.4% | Added |
| Navalign, LLC | 7,652 | $2.30M | 0.76% | −243−3.1% | Reduced |
| Cardiff Park Advisors, LLC | 7,642 | $2.30M | 0.22% | 00.0% | Unchanged |
| Geneva Capital Management LLC | 7,639 | $2.30M | 0.04% | −384−4.8% | Reduced |
| Ascent Wealth Partners, LLC | 7,628 | $2.30M | 0.34% | +50+0.7% | Added |
| Wealthspire Advisors, LLC | 7,573 | $2.28M | 0.03% | +53+0.7% | Added |
| Independent Solutions Wealth Management, LLC | 7,550 | $2.27M | 0.54% | −267−3.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,537 | $2.27M | 0.94% | +47+0.6% | Added |
| WP Advisors, LLC | 7,530 | $2.27M | 0.74% | −115−1.5% | Reduced |
| Change Path, LLC | 7,520 | $2.27M | 0.09% | +4,840+180.6% | Added |
| PFC Capital Group, Inc. | 7,515 | $2.26M | 1.22% | +625+9.1% | Added |
| Financial Advocates Investment Management | 7,488 | $2.26M | 0.13% | +17+0.2% | Added |
| Intrust Bank NA | 7,484 | $2.25M | 0.24% | +67+0.9% | Added |
| Umpqua Bank | 7,480 | $2.25M | 0.92% | +7,480 | New |
| Nilsine Partners, LLC | 7,477 | $2.25M | 0.31% | −155−2.0% | Reduced |
| Cunning Capital Partners, LP | 7,475 | $2.25M | 1.25% | 00.0% | Unchanged |
| FOCUS Wealth Advisors, LLC | 7,468 | $2.25M | 1.20% | +214+3.0% | Added |
| Bay Rivers Group | 7,455 | $2.25M | 1.23% | −630−7.8% | Reduced |
| Boyd Watterson Asset Management LLC | 7,408 | $2.23M | 0.80% | +336+4.8% | Added |
| G&S Capital LLC | 7,406 | $2.23M | 0.99% | −1,389−15.8% | Reduced |
| Wrapmanager Inc | 7,371 | $2.22M | 0.62% | +529+7.7% | Added |
| Bristlecone Advisors, LLC | 7,358 | $2.22M | 0.19% | +289+4.1% | Added |
| Camarda Financial Advisors, LLC | 7,350 | $2.21M | 0.89% | −250−3.3% | Reduced |
| TriaGen Wealth Management LLC | 7,345 | $2.21M | 0.92% | 00.0% | Unchanged |
| VeraBank, N.A. | 7,314 | $2.20M | 0.69% | −651−8.2% | Reduced |
| Ameritas Advisory Services, LLC | 7,451 | $2.19M | 0.09% | −135−1.8% | Reduced |
| United Asset Strategies, Inc. | 7,240 | $2.18M | 0.22% | −61−0.8% | Reduced |
| M&G Plc | 7,235 | $2.18M | 0.01% | +7,235 | New |
| 9258 Wealth Management, LLC | 7,213 | $2.17M | 0.34% | +730+11.3% | Added |
| Three Seasons Wealth, LLC | 7,119 | $2.17M | 1.52% | +1,764+32.9% | Added |
| Van Leeuwen & Company, LLC | 7,191 | $2.17M | 1.10% | +46+0.6% | Added |
| Landscape Capital Management, L.L.C. | 7,191 | $2.17M | 0.19% | +7,191 | New |
| Stonegate Investment Group, LLC | 7,171 | $2.16M | 0.07% | −5−0.1% | Reduced |
| Roman Butler Fullerton & Co | 7,886 | $2.16M | 0.81% | +5+0.1% | Added |
| Archford Capital Strategies, LLC | 7,111 | $2.14M | 0.36% | +10+0.1% | Added |
| DeDora Capital, Inc. | 7,098 | $2.14M | 0.68% | +2,670+60.3% | Added |
| Naviter Wealth, LLC | 7,075 | $2.13M | 0.35% | +1,143+19.3% | Added |
| F/M Investments LLC | 7,072 | $2.13M | 1.44% | −56−0.8% | Reduced |
| Joseph Group Capital Management | 7,070 | $2.13M | 1.07% | +942+15.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,031 | $2.12M | 0.08% | −86−1.2% | Reduced |
| Aviance Capital Partners, LLC | 7,021 | $2.11M | 0.31% | +1,100+18.6% | Added |
| Cypress Capital Group | 7,019 | $2.11M | 0.25% | −200−2.8% | Reduced |
| Sunbelt Securities, Inc. | 7,015 | $2.11M | 0.24% | −1,633−18.9% | Reduced |
| Steinberg Asset Management LLC | 6,977 | $2.10M | 1.78% | −47−0.7% | Reduced |
| Elmwood Wealth Management, Inc. | 6,982 | $2.10M | 0.90% | +1,574+29.1% | Added |
| Ronald Blue Trust, Inc. | 6,981 | $2.10M | 0.03% | −1,299−15.7% | Reduced |
| Gs Investments, Inc. | 6,969 | $2.10M | 1.01% | −1,561−18.3% | Reduced |
| Voya Financial Advisors, Inc. | 6,957 | $2.10M | 0.24% | +84+1.2% | Added |
| Hel Ved Capital Management Ltd | 6,935 | $2.09M | 0.52% | −7,005−50.3% | Reduced |
| Nelson Capital Management, LLC | 6,933 | $2.09M | 0.40% | +6,933 | New |
| Charter Research & Investment Group, Inc. | 6,932 | $2.09M | 1.66% | −40−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 6,932 | $2.09M | 0.11% | +2,599+60.0% | Added |
| Brandywine Managers, LLC | 6,913 | $2.08M | 2.06% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 6,896 | $2.08M | 0.39% | +55+0.8% | Added |
| LifePlan Financial, LLC | 6,880 | $2.07M | 1.90% | −73−1.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,853 | $2.07M | 0.11% | −60−0.9% | Reduced |