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 |
|---|---|---|---|---|---|
| Northstar Group, Inc. | 6,851 | $2.06M | 0.41% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 6,821 | $2.06M | 0.89% | −251−3.5% | Reduced |
| Stablepoint Partners, LLC | 6,840 | $2.06M | 0.42% | +793+13.1% | Added |
| Maxwell Wealth Strategies Inc. | 9,448 | $2.06M | 1.04% | +8,036+569.1% | Added |
| Bard Financial Services, Inc. | 6,835 | $2.06M | 0.22% | −250−3.5% | Reduced |
| Avestar Capital, LLC | 6,821 | $2.06M | 0.24% | +1,666+32.3% | Added |
| Waldron Private Wealth LLC | 6,819 | $2.06M | 0.09% | −680−9.1% | Reduced |
| Power Wealth Management LLC | 6,813 | $2.05M | 1.29% | +234+3.6% | Added |
| Little House Capital LLC | 6,785 | $2.04M | 0.68% | +2,088+44.5% | Added |
| FineMark National Bank & Trust | 6,774 | $2.04M | 0.08% | −2,334−25.6% | Reduced |
| Grandview Asset Management LLC | 6,767 | $2.04M | 0.93% | −271−3.9% | Reduced |
| Redwood Investment Management, LLC | 6,768 | $2.04M | 0.20% | +6,768 | New |
| Wealthcare Advisory Partners LLC | 6,763 | $2.04M | 0.07% | +228+3.5% | Added |
| Concord Wealth Partners | 6,752 | $2.03M | 0.37% | +941+16.2% | Added |
| Compton Wealth Advisory Group, LLC | 6,750 | $2.03M | 0.56% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 6,746 | $2.03M | 0.83% | +206+3.1% | Added |
| Kaizen Financial Strategies | 6,722 | $2.02M | 1.38% | −4−0.1% | Reduced |
| First County Bank | 6,689 | $2.01M | 0.98% | −355−5.0% | Reduced |
| Consolidated Portfolio Review Corp | 6,686 | $2.01M | 0.53% | −2,272−25.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,658 | $2.01M | 0.32% | +350+5.5% | Added |
| Buckingham Strategic Wealth, LLC | 6,656 | $2.00M | 0.02% | +1,070+19.2% | Added |
| Aptus Capital Advisors, LLC | 6,655 | $2.00M | 0.04% | +1,385+26.3% | Added |
| 1776 Wealth LLC | 6,648 | $2.00M | 0.98% | −33−0.5% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 6,632 | $2.00M | 1.09% | −20,082−75.2% | Reduced |
| Redmond Asset Management, LLC | 6,612 | $1.99M | 0.63% | −130−1.9% | Reduced |
| Privium Fund Management (UK) Ltd | 6,505 | $1.98M | 0.98% | −8,506−56.7% | Reduced |
| Lewis Asset Management, LLC | 6,549 | $1.97M | 1.62% | −722−9.9% | Reduced |
| Cooper Financial Group | 6,543 | $1.97M | 0.32% | +503+8.3% | Added |
| Gilbert & Cook, Inc. | 6,530 | $1.97M | 0.27% | +871+15.4% | Added |
| Heritage Trust Co | 6,528 | $1.97M | 0.26% | −176−2.6% | Reduced |
| Chicago Partners Investment Group LLC | 7,106 | $1.97M | 0.08% | −54−0.8% | Reduced |
| Atlas Brown,Inc. | 6,488 | $1.95M | 0.71% | +99+1.5% | Added |
| Clear Harbor Asset Management, LLC | 6,485 | $1.95M | 0.17% | +1,223+23.2% | Added |
| Keeler Thomas Management LLC | 6,315 | $1.95M | 0.67% | −385−5.7% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 6,487 | $1.95M | 1.07% | +195+3.1% | Added |
| Nations Financial Group Inc, | 6,449 | $1.94M | 0.16% | +1,661+34.7% | Added |
| Peterson Wealth Management | 6,445 | $1.94M | 1.40% | +1,713+36.2% | Added |
| Montag A & Associates Inc | 6,435 | $1.94M | 0.10% | −400−5.9% | Reduced |
| RFG Advisory, LLC | 6,438 | $1.94M | 0.07% | +1,220+23.4% | Added |
| Sciencast Management LP | 6,438 | $1.94M | 1.18% | +514+8.7% | Added |
| Camden Capital, LLC | 6,436 | $1.94M | 0.17% | −1,317−17.0% | Reduced |
| KPP Advisory Services LLC | 6,434 | $1.94M | 0.53% | +460+7.7% | Added |
| Capital Investment Advisors, LLC | 6,434 | $1.94M | 0.05% | −135−2.1% | Reduced |
| Plancorp, LLC | 6,431 | $1.94M | 0.08% | +263+4.3% | Added |
| Jacobi Capital Management LLC | 6,418 | $1.93M | 0.18% | −338−5.0% | Reduced |
| New Millennium Group LLC | 6,417 | $1.93M | 1.46% | +3,648+131.7% | Added |
| Eisler Capital (UK) Ltd. | 6,412 | $1.93M | 0.24% | −14,799−69.8% | Reduced |
| Oak Harvest Investment Services | 6,412 | $1.93M | 0.32% | +1,278+24.9% | Added |
| Donaldson Capital Management, LLC | 6,398 | $1.93M | 0.08% | −147−2.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,385 | $1.92M | 0.15% | −66−1.0% | Reduced |
| First Pacific Financial | 6,380 | $1.92M | 0.54% | −1,082−14.5% | Reduced |
| GraniteShares Advisors LLC | 6,350 | $1.91M | 1.01% | −174−2.7% | Reduced |
| Saturna Capital CORP | 6,350 | $1.91M | 0.03% | +244+4.0% | Added |
| Keudell/Morrison Wealth Management | 6,335 | $1.91M | 0.58% | −12−0.2% | Reduced |
| CWA Asset Management Group, LLC | 6,332 | $1.91M | 0.12% | −70−1.1% | Reduced |
| Beck Bode, LLC | 6,329 | $1.91M | 0.39% | −1,076−14.5% | Reduced |
| Aaron Wealth Advisors | 6,299 | $1.90M | 0.27% | +1,210+23.8% | Added |
| Rossmore Private Capital | 6,283 | $1.89M | 0.25% | +26+0.4% | Added |
| IMA Wealth, Inc. | 6,279 | $1.89M | 0.89% | −92−1.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 6,271 | $1.89M | 0.32% | +84+1.4% | Added |
| Capital Markets Trading UK LLP | 6,263 | $1.89M | 1.37% | +6,263 | New |
| Canopy Partners, LLC | 6,260 | $1.89M | 0.92% | +252+4.2% | Added |
| Scharf Investments, LLC | 6,248 | $1.88M | 0.05% | +2,570+69.9% | Added |
| Wright Investors Service Inc | 6,214 | $1.87M | 0.47% | +6,214 | New |
| IFP Advisors, Inc | 6,203 | $1.87M | 0.08% | +1,891+43.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,182 | $1.86M | 0.46% | −82−1.3% | Reduced |
| Leelyn Smith, LLC | 6,181 | $1.86M | 0.37% | −43−0.7% | Reduced |
| Williamson Legacy Group, LLC | 6,162 | $1.86M | 1.44% | +399+6.9% | Added |
| Lloyd Advisory Services, LLC. | 6,160 | $1.86M | 0.40% | +5,204+544.4% | Added |
| BOK Financial Private Wealth, Inc. | 6,126 | $1.85M | 0.14% | +4,045+194.4% | Added |
| Quadcap Wealth Management, LLC | 6,127 | $1.85M | 0.42% | −800−11.5% | Reduced |
| Invera Wealth Advisors, LLC | 6,745 | $1.83M | 1.56% | +104+1.6% | Added |
| Shorepoint Capital Partners LLC | 6,071 | $1.83M | 0.45% | −215−3.4% | Reduced |
| Birinyi Associates Inc | 6,065 | $1.83M | 0.60% | −315−4.9% | Reduced |
| Sanders Morris Harris LLC | 6,061 | $1.83M | 0.34% | +376+6.6% | Added |
| Heartland Bank & Trust Co | 6,032 | $1.82M | 1.06% | +6,032 | New |
| Pictet Bank & Trust Ltd | 6,026 | $1.81M | 1.91% | −712−10.6% | Reduced |
| Quantum Private Wealth, LLC | 6,020 | $1.81M | 0.67% | −328−5.2% | Reduced |
| AA Financial Advisors, LLC | 6,018 | $1.81M | 0.73% | +6,018 | New |
| Gibbs Wealth Management | 6,013 | $1.81M | 1.04% | +6,013 | New |
| Lindbrook Capital, LLC | 6,008 | $1.81M | 0.17% | −79−1.3% | Reduced |
| Acorn Financial Advisory Services Inc | 6,006 | $1.81M | 0.34% | −2,044−25.4% | Reduced |
| Central Valley Advisors, LLC | 6,002 | $1.81M | 0.93% | +120+2.0% | Added |
| New Age Alpha Advisors, LLC | 6,000 | $1.81M | 1.09% | 00.0% | Unchanged |
| Carr Financial Group Corp | 5,970 | $1.80M | 0.60% | +397+7.1% | Added |
| Concord Asset Management, LLC | 5,966 | $1.80M | 0.47% | +1,274+27.2% | Added |
| Conning Inc. | 5,929 | $1.79M | 0.06% | −57−1.0% | Reduced |
| Riverview Capital Advisers, LLC | 5,899 | $1.78M | 0.61% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 5,894 | $1.78M | 0.36% | −342−5.5% | Reduced |
| Regatta Capital Group, LLC | 5,892 | $1.77M | 0.40% | +133+2.3% | Added |
| Signet Financial Management, LLC | 5,890 | $1.77M | 0.24% | +229+4.0% | Added |
| Scott & Selber, Inc. | 5,859 | $1.76M | 0.60% | +18+0.3% | Added |
| TRUE Private Wealth Advisors | 5,860 | $1.76M | 0.20% | −45−0.8% | Reduced |
| Proequities, Inc. | 5,846 | $1.76M | 0.11% | +263+4.7% | Added |
| Werba Rubin Papier Wealth Management | 5,838 | $1.76M | 0.51% | −34−0.6% | Reduced |
| St. Johns Investment Management Company, LLC | 5,834 | $1.76M | 0.84% | +228+4.1% | Added |
| Legacy Financial Advisors, Inc. | 5,830 | $1.76M | 0.31% | +544+10.3% | Added |
| Doliver Advisors, LP | 5,823 | $1.75M | 0.49% | −557−8.7% | Reduced |
| Axq Capital, LP | 5,800 | $1.75M | 0.42% | −500−7.9% | Reduced |
| Capstone Investment Advisors, LLC | 5,798 | $1.75M | 0.03% | +5,530+2,063.4% | Added |