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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 4,654 | $1.40M | 0.29% | +493+11.8% | Added |
| Aldebaran Financial Inc. | 4,614 | $1.39M | 2.08% | −265−5.4% | Reduced |
| Cornerstone Wealth Management, LLC | 4,602 | $1.39M | 0.11% | −111−2.4% | Reduced |
| Vista Private Wealth Partners. LLC | 4,675 | $1.38M | 0.53% | −41−0.9% | Reduced |
| Gardner Lewis Asset Management L P | 4,575 | $1.38M | 0.41% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 4,570 | $1.38M | 0.30% | −8,470−65.0% | Reduced |
| Convergence Investment Partners, LLC | 4,558 | $1.37M | 0.53% | +1,266+38.5% | Added |
| Ayrshire Capital Management LLC | 4,556 | $1.37M | 0.74% | −192−4.0% | Reduced |
| Koss-Olinger Consulting, LLC | 4,556 | $1.37M | 0.74% | +3,020+196.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,555 | $1.37M | 0.88% | −95−2.0% | Reduced |
| Belpointe Asset Management LLC | 4,538 | $1.37M | 0.10% | −464−9.3% | Reduced |
| First United Bank Trust | 4,532 | $1.36M | 0.51% | +10+0.2% | Added |
| Etesian Wealth Advisors, Inc. | 4,531 | $1.36M | 0.78% | −327−6.7% | Reduced |
| Finivi Inc. | 4,521 | $1.36M | 1.23% | +140+3.2% | Added |
| Laffer Tengler Investments | 4,506 | $1.36M | 0.35% | −1,692−27.3% | Reduced |
| Coastwise Capital Group, LLC | 4,505 | $1.36M | 1.26% | −400−8.2% | Reduced |
| Occidental Asset Management, LLC | 4,504 | $1.36M | 0.25% | −353−7.3% | Reduced |
| Monetta Financial Services Inc | 4,500 | $1.36M | 1.22% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 4,500 | $1.36M | 0.20% | +2,500+125.0% | Added |
| Guerra Pan Advisors, LLC | 4,478 | $1.35M | 1.25% | −570−11.3% | Reduced |
| Nabity-Jensen Investment Management Inc | 4,476 | $1.35M | 1.11% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 4,476 | $1.35M | 0.39% | +367+8.9% | Added |
| PEAK6 Investments LLC | 4,456 | $1.34M | 0.07% | +4,454+222,700.0% | Added |
| Bank Ozk | 4,445 | $1.34M | 0.60% | −114−2.5% | Reduced |
| Dudley Capital Management, LLC | 4,428 | $1.34M | 0.78% | +35+0.8% | Added |
| Catalyst Financial Partners LLC | 4,837 | $1.34M | 0.34% | +326+7.2% | Added |
| MWA Asset Management | 4,432 | $1.33M | 0.97% | +67+1.5% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 4,431 | $1.33M | 0.04% | +4,431 | New |
| Element Capital Management LLC | 4,416 | $1.33M | 0.88% | +4,416 | New |
| ISAM Funds (UK) Ltd | 4,378 | $1.32M | 0.75% | −1,170−21.1% | Reduced |
| Smartleaf Asset Management LLC | 4,374 | $1.32M | 0.25% | +1,319+43.2% | Added |
| Vantage Financial Partners Ltd., Inc. | 4,375 | $1.32M | 0.34% | −1,350−23.6% | Reduced |
| Everhart Financial Group, Inc. | 4,374 | $1.32M | 0.38% | +566+14.9% | Added |
| Valley Brook Capital Group | 4,354 | $1.31M | 1.05% | +300+7.4% | Added |
| Arrowroot Family Office, LLC | 4,353 | $1.31M | 0.84% | −146−3.2% | Reduced |
| Michael B. Yongue | 4,341 | $1.31M | 1.15% | −294−6.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,340 | $1.31M | 0.55% | −625−12.6% | Reduced |
| Vista Wealth Management Group, LLC | 4,334 | $1.31M | 0.10% | −133−3.0% | Reduced |
| Coastal Investment Advisors, Inc. | 4,330 | $1.30M | 0.27% | +563+14.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,330 | $1.30M | 0.18% | +3,015+229.3% | Added |
| SageView Advisory Group, LLC | 3,063 | $1.30M | 0.08% | −6,449−67.8% | Reduced |
| Embree Financial Group | 4,317 | $1.30M | 0.26% | −421−8.9% | Reduced |
| CIC Wealth, LLC | 4,314 | $1.30M | 0.38% | −47−1.1% | Reduced |
| PDS Planning, Inc | 4,295 | $1.29M | 0.14% | +133+3.2% | Added |
| Choate Investment Advisors | 4,282 | $1.29M | 0.03% | −6,957−61.9% | Reduced |
| AlphaCore Capital LLC | 4,276 | $1.29M | 0.34% | +389+10.0% | Added |
| NorthStar Asset Management LLC | 4,273 | $1.29M | 0.98% | +246+6.1% | Added |
| Advisors Capital Management, LLC | 4,268 | $1.28M | 0.02% | +574+15.5% | Added |
| Simon Quick Advisors, LLC | 4,250 | $1.28M | 0.10% | +1,242+41.3% | Added |
| Duality Advisers, LP | 4,249 | $1.28M | 0.13% | +4,249 | New |
| Angeles Wealth Management, LLC | 4,238 | $1.28M | 0.13% | +530+14.3% | Added |
| Seven Springs Wealth Group, LLC | 4,234 | $1.28M | 0.49% | −272−6.0% | Reduced |
| Cove Private Wealth, LLC | 4,225 | $1.27M | 1.09% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 4,209 | $1.27M | 0.71% | +231+5.8% | Added |
| Financial Insights, Inc. | 4,205 | $1.27M | 0.35% | +5+0.1% | Added |
| Eqis Capital Management, Inc. | 4,199 | $1.26M | 0.10% | +10+0.2% | Added |
| Bank of Hawaii | 4,180 | $1.26M | 0.06% | +875+26.5% | Added |
| HM Payson & Co | 4,180 | $1.26M | 0.02% | −433−9.4% | Reduced |
| Main Street Financial Solutions, LLC | 4,179 | $1.26M | 0.13% | +2,699+182.4% | Added |
| HF Advisory Group, LLC | 4,179 | $1.26M | 0.70% | +519+14.2% | Added |
| Williams Jones Wealth Management, LLC. | 4,167 | $1.26M | 0.02% | +1,943+87.4% | Added |
| Bowman & Co S.C. | 4,165 | $1.25M | 0.76% | +11+0.3% | Added |
| Secure Asset Management, LLC | 4,160 | $1.25M | 0.29% | −1,334−24.3% | Reduced |
| Jmac Enterprises LLC | 4,160 | $1.25M | 0.23% | +29+0.7% | Added |
| Bordeaux Wealth Advisors LLC | 4,118 | $1.24M | 0.41% | −396−8.8% | Reduced |
| Focus Financial Network, Inc. | 4,557 | $1.24M | 0.06% | +4,557 | New |
| Alpine Woods Capital Investors, LLC | 4,600 | $1.24M | 0.25% | −6,400−58.2% | Reduced |
| BTG Pactual Global Asset Management Ltd | 4,097 | $1.23M | 0.39% | +4,097 | New |
| Claro Advisors LLC | 4,092 | $1.23M | 0.21% | +192+4.9% | Added |
| 1st Source Bank | 4,073 | $1.23M | 0.07% | −25−0.6% | Reduced |
| Wallace Advisory Group, LLC | 4,653 | $1.22M | 0.92% | −62−1.3% | Reduced |
| Texas Yale Capital Corp. | 4,062 | $1.22M | 0.05% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 4,062 | $1.22M | 0.03% | +621+18.0% | Added |
| Diligent Investors, LLC | 4,061 | $1.22M | 0.31% | −160−3.8% | Reduced |
| Marietta Investment Partners LLC | 4,056 | $1.22M | 0.27% | +4,056 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,050 | $1.22M | 0.84% | −1,813−30.9% | Reduced |
| Sage Rhino Capital LLC | 4,042 | $1.22M | 0.29% | −77−1.9% | Reduced |
| Monetary Management Group Inc | 4,040 | $1.22M | 0.34% | +1,765+77.6% | Added |
| Romano Brothers and Company | 4,039 | $1.22M | 0.17% | −90−2.2% | Reduced |
| Investment Partners Asset Management, Inc. | 4,035 | $1.22M | 1.10% | −62−1.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 4,031 | $1.21M | 0.32% | +7+0.2% | Added |
| Highlander Capital Management, LLC | 4,020 | $1.21M | 0.41% | −822−17.0% | Reduced |
| Value Star Asset Management (Hong Kong) Ltd | 4,000 | $1.20M | 0.42% | +4,000 | New |
| Raelipskie Partnership | 3,984 | $1.20M | 0.68% | −160−3.9% | Reduced |
| Lebenthal Global Advisors, LLC | 3,977 | $1.20M | 0.27% | +423+11.9% | Added |
| Community Bank & Trust, Waco, Texas | 3,953 | $1.19M | 0.29% | +41+1.0% | Added |
| Paragon Private Wealth Management, LLC | 3,936 | $1.19M | 0.71% | +281+7.7% | Added |
| Woodward Diversified Capital, LLC | 3,925 | $1.18M | 0.74% | +3,110+381.6% | Added |
| Signature Wealth Management Group | 4,369 | $1.18M | 0.54% | +279+6.8% | Added |
| Brevan Howard Capital Management LP | 3,922 | $1.18M | 0.11% | +2,301+141.9% | Added |
| Essex Savings Bank | 4,482 | $1.18M | 0.34% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 3,915 | $1.18M | 0.58% | +446+12.9% | Added |
| Prudent Man Advisors, LLC | 3,911 | $1.18M | 0.44% | −594−13.2% | Reduced |
| Moseley Investment Management Inc | 3,903 | $1.18M | 0.58% | −258−6.2% | Reduced |
| Byrne Asset Management LLC | 3,891 | $1.17M | 0.81% | +187+5.0% | Added |
| BFSG, LLC | 3,890 | $1.17M | 0.15% | −176−4.3% | Reduced |
| Foguth Wealth Management, LLC. | 3,887 | $1.17M | 0.63% | +3,887 | New |
| Blueprint Investment Partners LLC | 3,887 | $1.17M | 0.23% | +811+26.4% | Added |
| DB Fitzpatrick & Co, Inc | 3,884 | $1.17M | 1.07% | −1,125−22.5% | Reduced |
| Platinum Investment Management Ltd | 3,862 | $1.16M | 0.05% | +3,862 | New |