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 |
|---|---|---|---|---|---|
| KRS Capital Management, LLC | 5,706 | $1.72M | 1.39% | +90+1.6% | Added |
| Lineweaver Wealth Advisors, LLC | 5,703 | $1.72M | 0.41% | −128−2.2% | Reduced |
| Versor Investments LP | 5,679 | $1.71M | 0.35% | +92+1.6% | Added |
| Rehmann Capital Advisory Group | 5,674 | $1.71M | 0.13% | −75−1.3% | Reduced |
| Strategy Asset Managers LLC | 5,668 | $1.71M | 0.37% | +2,613+85.5% | Added |
| Venturi Wealth Management, LLC | 5,643 | $1.70M | 0.11% | +142+2.6% | Added |
| Sapient Capital LLC | 5,631 | $1.70M | 0.04% | −665−10.6% | Reduced |
| Chicago Trust Co NA | 5,632 | $1.70M | 0.35% | +261+4.9% | Added |
| Intellectus Partners, LLC | 5,612 | $1.69M | 0.45% | 00.0% | Unchanged |
| Resources Management Corp | 5,619 | $1.69M | 0.25% | −2,500−30.8% | Reduced |
| Keel Point, LLC | 5,594 | $1.68M | 0.17% | +1,089+24.2% | Added |
| Teamwork Financial Advisors, LLC | 5,585 | $1.68M | 0.26% | +991+21.6% | Added |
| Legal Advantage Investments, Inc. | 5,571 | $1.68M | 0.94% | 00.0% | Unchanged |
| CX Institutional | 5,564 | $1.68M | 0.08% | −46−0.8% | Reduced |
| StoneX Group Inc. | 5,557 | $1.68M | 0.15% | +524+10.4% | Added |
| Capstone Triton Financial Group, LLC | 5,535 | $1.67M | 1.18% | +23+0.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,515 | $1.66M | 0.05% | −763−12.2% | Reduced |
| Grace & Mercy Foundation, Inc. | 5,500 | $1.66M | 0.42% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 5,499 | $1.66M | 0.66% | −123−2.2% | Reduced |
| Sonora Investment Management Group, LLC | 5,491 | $1.65M | 0.13% | +2,151+64.4% | Added |
| Dearborn Partners LLC | 5,488 | $1.65M | 0.07% | −152−2.7% | Reduced |
| ProVise Management Group, LLC | 5,462 | $1.65M | 0.14% | −614−10.1% | Reduced |
| Alta Wealth Advisors LLC | 5,459 | $1.64M | 0.84% | −70−1.3% | Reduced |
| Centiva Capital, LP | 5,458 | $1.64M | 0.09% | +5,138+1,605.6% | Added |
| Oxler Private Wealth LLC | 5,457 | $1.64M | 0.64% | +2,500+84.5% | Added |
| Sentry Investment Management LLC | 5,454 | $1.64M | 0.64% | +347+6.8% | Added |
| Strengthening Families & Communities, LLC | 5,442 | $1.64M | 0.97% | +499+10.1% | Added |
| Lazari Capital Management, Inc. | 5,435 | $1.64M | 0.89% | −311−5.4% | Reduced |
| Trust Point Inc. | 5,426 | $1.63M | 0.13% | −79−1.4% | Reduced |
| Moloney Securities Asset Management, LLC | 5,423 | $1.63M | 0.25% | −8−0.1% | Reduced |
| Fiduciary Family Office, LLC | 5,420 | $1.63M | 0.64% | +540+11.1% | Added |
| Apella Capital, LLC | 5,397 | $1.63M | 0.08% | −40−0.7% | Reduced |
| Avantax Planning Partners, Inc. | 5,393 | $1.62M | 0.05% | +807+17.6% | Added |
| M&R Capital Management Inc | 5,392 | $1.62M | 0.40% | −1,061−16.4% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,384 | $1.62M | 0.13% | −599−10.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,370 | $1.62M | 0.12% | +5,370 | New |
| Ironwood Investment Management LLC | 5,363 | $1.62M | 0.79% | −423−7.3% | Reduced |
| Syon Capital LLC | 5,356 | $1.61M | 0.15% | −222−4.0% | Reduced |
| International Assets Investment Management, LLC | 5,324 | $1.61M | 0.17% | −20−0.4% | Reduced |
| Tealwood Asset Management Inc | 5,343 | $1.61M | 0.72% | +5,343 | New |
| Harfst & Associates, Inc. | 5,337 | $1.61M | 0.38% | +5,337 | New |
| Clare Market Investments LLC | 5,331 | $1.61M | 0.50% | +161+3.1% | Added |
| Parcion Private Wealth LLC | 5,319 | $1.60M | 0.14% | −24−0.4% | Reduced |
| Smith, Salley & Associates | 5,286 | $1.59M | 0.12% | +291+5.8% | Added |
| Wolf Group Capital Advisors | 7,523 | $1.59M | 0.76% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,904 | $1.59M | 0.12% | −190−3.1% | Reduced |
| Evoke Wealth, LLC | 5,262 | $1.59M | 0.05% | +5,262 | New |
| HBK Sorce Advisory LLC | 5,251 | $1.58M | 0.06% | +1,536+41.3% | Added |
| Thor Investment Management Inc | 5,228 | $1.57M | 1.25% | +95+1.9% | Added |
| VELA Investment Management, LLC | 5,219 | $1.57M | 0.58% | +36+0.7% | Added |
| Northwest Bank & Trust Co | 5,818 | $1.56M | 1.44% | −145−2.4% | Reduced |
| Gamco Investors, Inc. Et Al | 5,190 | $1.56M | 0.02% | −222−4.1% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 5,170 | $1.56M | 0.07% | −5,720−52.5% | Reduced |
| Connective Portfolio Management, LLC | 5,170 | $1.56M | 2.74% | 00.0% | Unchanged |
| Birchbrook, Inc. | 5,158 | $1.55M | 0.92% | −717−12.2% | Reduced |
| Trillium Asset Management, LLC | 5,158 | $1.55M | 0.04% | −623−10.8% | Reduced |
| InTrack Investment Management Inc | 5,144 | $1.55M | 1.15% | +125+2.5% | Added |
| Verdad Advisers, LP | 5,125 | $1.54M | 1.68% | +5,125 | New |
| Legacy Advisors, LLC | 5,115 | $1.54M | 0.19% | +1,484+40.9% | Added |
| Ballast, Inc. | 5,115 | $1.54M | 0.49% | +7+0.1% | Added |
| Emprise Bank | 5,088 | $1.53M | 1.03% | +5,088 | New |
| Exencial Wealth Advisors, LLC | 5,081 | $1.53M | 0.06% | −211−4.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,081 | $1.53M | 0.67% | +1,380+37.3% | Added |
| David Loasby | 5,049 | $1.53M | 0.16% | +3+0.1% | Added |
| Options Solutions, LLC | 5,058 | $1.52M | 0.87% | 00.0% | Unchanged |
| World Equity Group, Inc. | 5,052 | $1.52M | 0.31% | +59+1.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 5,044 | $1.52M | 0.38% | +35+0.7% | Added |
| Signal Advisors Wealth, LLC | 5,031 | $1.52M | 0.38% | +783+18.4% | Added |
| Fifth Third Wealth Advisors LLC | 5,005 | $1.51M | 0.23% | +279+5.9% | Added |
| Argent Advisors, Inc. | 5,000 | $1.51M | 0.60% | −70−1.4% | Reduced |
| Americana Partners, LLC | 4,997 | $1.50M | 0.13% | +313+6.7% | Added |
| Strategic Investment Advisors | 4,993 | $1.50M | 0.19% | +39+0.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 4,983 | $1.50M | 0.83% | −355−6.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,979 | $1.50M | 0.51% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,946 | $1.49M | 0.22% | +38+0.8% | Added |
| Raab & Moskowitz Asset Management LLC | 4,945 | $1.49M | 0.42% | +21+0.4% | Added |
| Country Club Bank | 4,942 | $1.49M | 0.11% | −105−2.1% | Reduced |
| Sargent Investment Group, LLC | 4,937 | $1.49M | 0.33% | +41+0.8% | Added |
| TLWM | 4,934 | $1.49M | 0.33% | −1,879−27.6% | Reduced |
| Chemistry Wealth Management LLC | 4,926 | $1.48M | 0.40% | +670+15.7% | Added |
| Legacy Bridge, LLC | 4,923 | $1.48M | 0.87% | −51−1.0% | Reduced |
| Inceptionr LLC | 4,871 | $1.47M | 0.38% | +2,790+134.1% | Added |
| Stamos Capital Partners, L.P. | 4,860 | $1.46M | 0.33% | −1,000−17.1% | Reduced |
| Geneva Partners, LLC | 4,858 | $1.46M | 0.65% | +778+19.1% | Added |
| Navellier & Associates Inc | 4,855 | $1.46M | 0.18% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 4,853 | $1.46M | 0.03% | −419−7.9% | Reduced |
| Orion Capital Management LLC | 4,815 | $1.45M | 0.77% | +145+3.1% | Added |
| Quotient Wealth Partners, LLC | 4,798 | $1.44M | 0.05% | +174+3.8% | Added |
| Davenport & Co LLC | 4,794 | $1.44M | 0.01% | +216+4.7% | Added |
| Mainstay Capital Management LLC | 4,790 | $1.44M | 0.27% | −676−12.4% | Reduced |
| Western Pacific Wealth Management, LP | 4,774 | $1.44M | 1.04% | +178+3.9% | Added |
| Ellevest, Inc. | 4,754 | $1.43M | 0.09% | +180+3.9% | Added |
| Hilltop Holdings Inc. | 4,751 | $1.43M | 0.16% | +355+8.1% | Added |
| Deltec Asset Management LLC | 4,750 | $1.43M | 0.28% | −2,550−34.9% | Reduced |
| Cornerstone National Bank & Trust Co | 4,721 | $1.42M | 0.72% | −580−10.9% | Reduced |
| Great Diamond Partners, LLC | 4,717 | $1.42M | 0.33% | +23+0.5% | Added |
| Westside Investment Management, Inc. | 4,712 | $1.42M | 0.34% | 00.0% | Unchanged |
| Ascension Asset Management LLC | 4,715 | $1.42M | 0.77% | +4,715 | New |
| Granger Management LLC | 4,658 | $1.40M | 0.28% | +351+8.1% | Added |
| Glenview Trust Co | 4,659 | $1.40M | 0.03% | +163+3.6% | Added |