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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 3,855 | $1.16M | 0.06% | −25,325−86.8% | Reduced |
| Oder Investment Management, LLC | 3,811 | $1.15M | 1.07% | −9−0.2% | Reduced |
| Octavia Wealth Advisors, LLC | 3,805 | $1.15M | 0.17% | −1,066−21.9% | Reduced |
| Delta Financial Advisors LLC | 3,808 | $1.15M | 0.45% | +575+17.8% | Added |
| Central Bank & Trust Co | 3,799 | $1.14M | 0.16% | +1,267+50.0% | Added |
| Augustine Asset Management Inc | 3,797 | $1.14M | 0.48% | −40−1.0% | Reduced |
| LCM Capital Management Inc | 3,797 | $1.14M | 0.74% | −4−0.1% | Reduced |
| Argus Investors' Counsel, Inc. | 3,777 | $1.14M | 0.70% | +46+1.2% | Added |
| Paradigm Asset Management Co LLC | 3,750 | $1.13M | 0.29% | −1,200−24.2% | Reduced |
| Salem Investment Counselors Inc | 3,739 | $1.13M | 0.04% | −12−0.3% | Reduced |
| Csenge Advisory Group | 3,736 | $1.13M | 0.06% | +387+11.6% | Added |
| FirstPurpose Wealth LLC | 3,746 | $1.12M | 0.41% | −32−0.8% | Reduced |
| Bond & Devick Financial Network, Inc. | 3,721 | $1.12M | 0.61% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 3,714 | $1.12M | 0.44% | +1,314+54.8% | Added |
| Riverview Trust Co | 3,706 | $1.12M | 0.86% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 3,690 | $1.12M | 1.07% | +40+1.1% | Added |
| Shariaportfolio, Inc. | 3,700 | $1.11M | 0.64% | +510+16.0% | Added |
| LMG Wealth Partners, LLC | 3,699 | $1.11M | 0.28% | +3,699 | New |
| New Century Financial Group, LLC | 3,695 | $1.11M | 0.77% | +582+18.7% | Added |
| Park Edge Advisors, LLC | 3,686 | $1.11M | 0.31% | +1,045+39.6% | Added |
| Gen-Wealth Partners Inc | 3,685 | $1.11M | 0.55% | +3,685 | New |
| Meridian Financial Partners LLC | 3,985 | $1.10M | 1.42% | −50−1.2% | Reduced |
| Steward Partners Investment Solutions, LLC | 3,667 | $1.10M | 0.19% | +19+0.5% | Added |
| Curbstone Financial Management Corp | 3,666 | $1.10M | 0.24% | −50−1.3% | Reduced |
| KWB Wealth | 3,656 | $1.10M | 0.15% | −89−2.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 3,653 | $1.10M | 0.58% | +3,653 | New |
| Capital Advisors Wealth Management, LLC | 3,653 | $1.10M | 0.23% | +469+14.7% | Added |
| Unique Wealth, LLC | 3,646 | $1.10M | 0.31% | +2,097+135.4% | Added |
| Perennial Investment Advisors, LLC | 3,644 | $1.10M | 0.17% | +188+5.4% | Added |
| Greystone Financial Group, LLC | 3,636 | $1.10M | 0.22% | +542+17.5% | Added |
| Glen Eagle Advisors, LLC | 3,628 | $1.09M | 0.21% | +13+0.4% | Added |
| Maven Securities LTD | 3,618 | $1.09M | 0.06% | −446−11.0% | Reduced |
| Leo Wealth, LLC | 3,604 | $1.09M | 0.11% | +780+27.6% | Added |
| Ipswich Investment Management Co., Inc. | 3,609 | $1.09M | 0.25% | +50+1.4% | Added |
| Jaffetilchin Investment Partners, LLC | 3,609 | $1.09M | 0.10% | +1,258+53.5% | Added |
| Wolverine Trading, LLC | 3,603 | $1.09M | 0.01% | −47,876−93.0% | Reduced |
| Brown Capital Management LLC | 3,601 | $1.08M | 0.02% | 00.0% | Unchanged |
| Old Well Partners, LLC | 3,600 | $1.08M | 0.97% | −1,600−30.8% | Reduced |
| Lokken Investment Group LLC | 3,593 | $1.08M | 0.54% | −16−0.4% | Reduced |
| Altfest L J & Co Inc | 3,580 | $1.08M | 0.16% | −1,766−33.0% | Reduced |
| Intact Investment Management Inc. | 3,570 | $1.08M | 0.04% | −1,300−26.7% | Reduced |
| Sky Investment Group LLC | 3,561 | $1.07M | 0.21% | −25−0.7% | Reduced |
| Sterling Investment Counsel, LLC | 3,560 | $1.07M | 0.50% | +172+5.1% | Added |
| Magnolia Capital Advisors LLC | 3,925 | $1.06M | 0.89% | +656+20.1% | Added |
| Hillsdale Investment Management Inc. | 3,515 | $1.06M | 0.08% | −850−19.5% | Reduced |
| Anchor Investment Management, LLC | 3,514 | $1.06M | 0.11% | +97+2.8% | Added |
| Sherbrooke Park Advisers LLC | 3,513 | $1.06M | 0.21% | +3,513 | New |
| Haverford Trust Co | 3,512 | $1.06M | 0.01% | +775+28.3% | Added |
| First Commonwealth Financial Corp | 3,487 | $1.05M | 0.28% | +3,487 | New |
| Aspire Private Capital, LLC | 3,484 | $1.05M | 0.28% | +461+15.2% | Added |
| Mayflower Financial Advisors, LLC | 3,482 | $1.05M | 0.18% | +71+2.1% | Added |
| Staley Capital Advisers Inc | 3,465 | $1.04M | 0.05% | −100−2.8% | Reduced |
| Watershed Private Wealth LLC | 3,462 | $1.04M | 0.46% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 3,450 | $1.04M | 0.08% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,431 | $1.03M | 0.11% | +557+19.4% | Added |
| CFO4Life Group, LLC | 3,430 | $1.03M | 0.19% | −179−5.0% | Reduced |
| Ironwood Investment Counsel, LLC | 3,425 | $1.03M | 0.18% | −184−5.1% | Reduced |
| Allstate Corp | 3,403 | $1.02M | 0.07% | −36−1.0% | Reduced |
| Symmetry Partners, LLC | 3,397 | $1.02M | 0.08% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,388 | $1.02M | 0.06% | −1,184−25.9% | Reduced |
| Milestone Asset Management, LLC | 3,369 | $1.01M | 0.29% | +2,555+313.9% | Added |
| Valmark Advisers, Inc. | 3,360 | $1.01M | 0.02% | +1,170+53.4% | Added |
| Calamos Wealth Management LLC | 3,354 | $1.01M | 0.06% | −20−0.6% | Reduced |
| Sheets Smith Wealth Management | 3,351 | $1.01M | 0.11% | +871+35.1% | Added |
| XML Financial, LLC | 3,348 | $1.01M | 0.10% | +14+0.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,344 | $1.01M | 0.16% | +95+2.9% | Added |
| Alpha Cubed Investments, LLC | 3,340 | $1.01M | 0.05% | +639+23.7% | Added |
| Terry L. Blaker | 3,308 | $996.3K | 0.07% | +2,174+191.7% | Added |
| Baron Wealth Management LLC | 3,307 | $996.0K | 0.53% | +329+11.0% | Added |
| Kraematon Investment Advisors, Inc | 3,306 | $995.7K | 1.00% | −110−3.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 3,303 | $994.8K | 0.56% | −830−20.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,303 | $994.8K | 0.03% | −135−3.9% | Reduced |
| Formidable Asset Management, LLC | 3,300 | $993.9K | 0.16% | +2,009+155.6% | Added |
| ASB Consultores, LLC | 3,287 | $990.0K | 0.26% | +2,443+289.5% | Added |
| Viawealth, LLC | 3,274 | $986.1K | 0.62% | −15−0.5% | Reduced |
| L2 Asset Management, LLC | 3,264 | $983.1K | 0.32% | +196+6.4% | Added |
| Roberts Capital Advisors, LLC | 3,262 | $982.4K | 0.94% | +3,262 | New |
| Founders Financial Securities LLC | 3,257 | $980.9K | 0.10% | +60+1.9% | Added |
| Masso Torrence Wealth Management Inc. | 3,242 | $976.4K | 0.58% | +90+2.9% | Added |
| First National Bank | 3,234 | $974.0K | 0.74% | −106−3.2% | Reduced |
| Resonant Capital Advisors, LLC | 3,226 | $972.9K | 0.08% | +1,585+96.6% | Added |
| Watts Gwilliam & Co., LLC | 3,514 | $972.7K | 0.30% | +3,514 | New |
| American National Bank | 3,228 | $972.2K | 0.13% | 00.0% | Unchanged |
| Advisor Resource Council | 3,693 | $971.8K | 0.41% | −5,110−58.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,223 | $970.7K | 0.68% | +146+4.7% | Added |
| Stock Yards Bank & Trust Co | 3,221 | $970.1K | 0.03% | −533−14.2% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 3,216 | $968.6K | 0.33% | +3,216 | New |
| Coppell Advisory Solutions Corp. | 3,215 | $968.3K | 0.18% | +3,215 | New |
| Zhang Financial LLC | 3,213 | $967.7K | 0.07% | +1,807+128.5% | Added |
| BSW Wealth Partners | 3,210 | $966.8K | 0.16% | +84+2.7% | Added |
| Visionary Wealth Advisors | 3,201 | $964.1K | 0.07% | −79−2.4% | Reduced |
| FLC Capital Advisors | 3,200 | $963.8K | 0.24% | 00.0% | Unchanged |
| Smithfield Trust Co | 3,159 | $957.0K | 0.05% | +166+5.5% | Added |
| Dover Advisors, LLC | 3,176 | $956.5K | 0.66% | +1,106+53.4% | Added |
| Gryphon Financial Partners LLC | 3,161 | $952.1K | 0.16% | −799−20.2% | Reduced |
| Parkside Financial Bank & Trust | 3,160 | $951.7K | 0.15% | +210+7.1% | Added |
| Harbour Investments, Inc. | 3,158 | $951.1K | 0.03% | +89+2.9% | Added |
| Capital Management Associates | 3,150 | $948.7K | 1.13% | −350−10.0% | Reduced |
| Davis R M Inc | 3,144 | $946.9K | 0.02% | +31+1.0% | Added |
| Principal Street Partners, LLC | 3,173 | $938.2K | 0.18% | +126+4.1% | Added |