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 |
|---|---|---|---|---|---|
| Fort Point Capital Partners LLC | 3,099 | $933.4K | 0.13% | +81+2.7% | Added |
| Credential Qtrade Securities Inc. | 3,095 | $932.2K | 0.05% | −321−9.4% | Reduced |
| Bullock Wealth Management Group | 3,072 | $928.6K | 0.62% | +3,072 | New |
| ARS Wealth Advisors Group, LLC | 3,077 | $926.7K | 0.13% | −109−3.4% | Reduced |
| Quent Capital, LLC | 3,076 | $926.4K | 0.11% | +114+3.8% | Added |
| Congress Park Capital LLC | 3,035 | $914.1K | 0.40% | −495−14.0% | Reduced |
| Corvex Management LP | 3,032 | $913.2K | 0.05% | 00.0% | Unchanged |
| Global Endowment Management, LP | 3,030 | $912.6K | 0.10% | −6,559−68.4% | Reduced |
| Wealth Advisors of Iowa, LLC | 3,019 | $909.3K | 0.55% | −1,825−37.7% | Reduced |
| Ancora Advisors, LLC | 3,016 | $908.3K | 0.02% | +27+0.9% | Added |
| Avitas Wealth Management LLC | 3,008 | $905.9K | 0.14% | −40−1.3% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 3,003 | $904.4K | 0.10% | +70+2.4% | Added |
| Catalyst Funds Management Pty Ltd | 3,000 | $903.5K | 0.25% | +3,000 | New |
| V2 Financial group LLC | 2,990 | $900.5K | 0.61% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,974 | $895.7K | 0.35% | +32+1.1% | Added |
| S&CO Inc | 2,971 | $894.0K | 0.06% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,956 | $890.3K | 0.09% | +294+11.0% | Added |
| Tradewinds, LLC. | 3,378 | $888.8K | 0.79% | +3,378 | New |
| 17 Capital Partners, LLC | 2,946 | $887.3K | 0.66% | −535−15.4% | Reduced |
| Midland Wealth Advisors LLC | 2,945 | $887.0K | 0.05% | −227−7.2% | Reduced |
| Knuff & Co LLC | 2,940 | $885.5K | 0.30% | +400+15.7% | Added |
| Alpha Family Trust | 2,935 | $884.0K | 0.53% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,926 | $882.0K | 0.53% | +2+0.1% | Added |
| Bienville Capital Management, LLC | 2,924 | $881.8K | 0.27% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 2,920 | $879.4K | 0.66% | −400−12.0% | Reduced |
| Fayez Sarofim & Co | 2,917 | $878.5K | 0.00% | −85−2.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 3,154 | $877.7K | 0.76% | +3,154 | New |
| Icapital Wealth LLC | 2,909 | $876.1K | 0.52% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 2,892 | $871.0K | 0.79% | +112+4.0% | Added |
| Scientech Research LLC | 2,870 | $864.4K | 0.46% | +2,870 | New |
| Strait & Sound Wealth Management LLC | 2,883 | $862.5K | 0.48% | +91+3.3% | Added |
| My Legacy Advisors, LLC | 2,860 | $861.4K | 0.29% | +558+24.2% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,856 | $860.3K | 0.16% | +211+8.0% | Added |
| Virtu Financial LLC | 2,853 | $859.0K | 0.07% | +2,853 | New |
| Essex Financial Services, Inc. | 2,848 | $857.8K | 0.08% | +606+27.0% | Added |
| Palumbo Wealth Management LLC | 2,839 | $855.1K | 0.38% | +739+35.2% | Added |
| Jackson Creek Investment Advisors LLC | 2,827 | $851.0K | 0.30% | −119−4.0% | Reduced |
| Mathes Company, Inc. | 2,825 | $851.0K | 0.32% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 2,791 | $850.5K | 0.10% | +655+30.7% | Added |
| TFG Advisers LLC | 2,820 | $849.3K | 0.33% | −52−1.8% | Reduced |
| EPIQ Capital Group, LLC | 2,815 | $849.0K | 0.34% | −23−0.8% | Reduced |
| Probity Advisors, Inc. | 2,804 | $844.5K | 0.17% | −99−3.4% | Reduced |
| Valley National Advisers Inc | 2,798 | $842.0K | 0.13% | +335+13.6% | Added |
| Osterweis Capital Management Inc | 2,795 | $841.8K | 0.05% | −103−3.6% | Reduced |
| Vise Technologies, Inc. | 2,780 | $837.3K | 0.16% | +152+5.8% | Added |
| Guardian Capital Advisors LP | 3,030 | $837.3K | 0.09% | −612−16.8% | Reduced |
| Aviso Wealth Management | 2,773 | $835.2K | 0.53% | −268−8.8% | Reduced |
| First Citizens Bank & Trust Co | 2,760 | $831.3K | 0.02% | +213+8.4% | Added |
| Jefferies Financial Group Inc. | 2,757 | $830.4K | 0.02% | −30,300−91.7% | Reduced |
| Continuum Advisory, LLC | 3,015 | $829.6K | 0.12% | −208−6.5% | Reduced |
| Virtus ETF Advisers LLC | 2,736 | $824.0K | 0.44% | −159−5.5% | Reduced |
| Cutler Group LP | 2,734 | $823.0K | 0.42% | −1,222−30.9% | Reduced |
| Seaport Global Advisors, LLC | 2,715 | $817.7K | 1.66% | +704+35.0% | Added |
| Oxford Wealth Group, LLC | 2,714 | $817.4K | 0.74% | +2,714 | New |
| Alta Advisers Ltd | 2,700 | $813.2K | 0.40% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,690 | $810.2K | 0.70% | +18+0.7% | Added |
| Malaga Cove Capital, LLC | 2,683 | $808.1K | 0.33% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 2,674 | $805.4K | 0.09% | −110−4.0% | Reduced |
| Kapstone Financial Advisors LLC | 2,671 | $804.5K | 0.55% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2,670 | $804.1K | 0.33% | +770+40.5% | Added |
| Appleton Partners Inc | 2,669 | $804.0K | 0.06% | −130−4.6% | Reduced |
| High Note Wealth, LLC | 2,664 | $802.3K | 0.26% | +864+48.0% | Added |
| Naples Global Advisors, LLC | 2,656 | $801.0K | 0.08% | 00.0% | Unchanged |
| Hill Island Financial LLC | 2,659 | $800.8K | 0.26% | −88−3.2% | Reduced |
| MONECO Advisors, LLC | 2,659 | $800.8K | 0.13% | +255+10.6% | Added |
| WESPAC Advisors SoCal, LLC | 2,657 | $800.2K | 0.21% | +290+12.3% | Added |
| JT Stratford LLC | 2,641 | $795.4K | 0.16% | +936+54.9% | Added |
| Delap Wealth Advisory, LLC | 2,637 | $794.2K | 0.32% | +1,563+145.5% | Added |
| Wealth Alliance Advisory Group, LLC | 2,635 | $793.6K | 0.18% | +8+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,634 | $793.2K | 0.14% | −12−0.5% | Reduced |
| Hartline Investment Corp | 2,634 | $793.2K | 0.14% | +2,634 | New |
| Semmax Financial Advisors Inc. | 2,848 | $790.5K | 0.26% | +304+11.9% | Added |
| Interchange Capital Partners, LLC | 2,584 | $785.2K | 0.53% | −255−9.0% | Reduced |
| Mill Creek Capital Advisors, LLC | 2,599 | $782.8K | 0.02% | +13+0.5% | Added |
| Copperwynd Financial, LLC | 2,598 | $782.5K | 0.28% | +112+4.5% | Added |
| Sunflower Bank, N.A. | 2,572 | $774.6K | 0.17% | −35−1.3% | Reduced |
| IAM Advisory, LLC | 2,565 | $772.5K | 0.21% | +51+2.0% | Added |
| Angeles Investment Advisors, LLC | 2,562 | $772.4K | 0.04% | +348+15.7% | Added |
| Greenwich Wealth Management LLC | 2,563 | $772.0K | 0.06% | +99+4.0% | Added |
| Relative Value Partners Group, LLC | 2,742 | $770.7K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,553 | $768.9K | 0.13% | +320+14.3% | Added |
| Walkner Condon Financial Advisors LLC | 2,549 | $767.6K | 0.16% | +48+1.9% | Added |
| Key Financial Inc | 2,547 | $767.1K | 0.20% | 00.0% | Unchanged |
| Financial Advisory Corp | 2,539 | $765.0K | 0.31% | +147+6.1% | Added |
| Drive Wealth Management, LLC | 2,536 | $764.7K | 0.21% | −115−4.3% | Reduced |
| Weaver Capital Management LLC | 2,536 | $763.8K | 0.26% | +62+2.5% | Added |
| Johnson Financial Group, Inc. | 2,532 | $763.5K | 0.04% | −208−7.6% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 2,534 | $763.2K | 0.55% | −50−1.9% | Reduced |
| GFG Capital, LLC | 2,533 | $763.0K | 0.20% | −662−20.7% | Reduced |
| Burford Brothers, Inc. | 2,533 | $762.9K | 0.50% | +172+7.3% | Added |
| Sivia Capital Partners, LLC | 2,521 | $759.3K | 0.52% | −21−0.8% | Reduced |
| Janney Capital Management LLC | 2,519 | $759.0K | 0.05% | −469−15.7% | Reduced |
| Onefund, LLC | 2,511 | $759.0K | 0.91% | −63−2.4% | Reduced |
| BIP Wealth, LLC | 2,515 | $757.5K | 0.06% | +1,188+89.5% | Added |
| Solstein Capital, LLC | 2,487 | $749.0K | 0.52% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 2,481 | $747.2K | 0.70% | 00.0% | Unchanged |
| Apollon Financial, LLC | 2,478 | $746.3K | 0.26% | −85−3.3% | Reduced |
| OneAscent Financial Services LLC | 2,471 | $745.0K | 0.08% | −100−3.9% | Reduced |
| Tyche Wealth Partners LLC | 2,470 | $743.9K | 0.18% | −86−3.4% | Reduced |
| Beaumont Financial Advisors, LLC | 2,470 | $743.9K | 0.06% | −51−2.0% | Reduced |