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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 2,450 | $737.9K | 0.07% | −406−14.2% | Reduced |
| Driehaus Capital Management LLC | 2,449 | $737.6K | 0.01% | −396−13.9% | Reduced |
| Motiv8 Investments LLC | 2,448 | $737.3K | 0.57% | +409+20.1% | Added |
| Gries Financial LLC | 2,441 | $735.2K | 0.12% | +826+51.1% | Added |
| Eads & Heald Wealth Management | 2,434 | $733.0K | 0.34% | +553+29.4% | Added |
| Catalina Capital Group, LLC | 2,433 | $732.8K | 0.31% | +1,625+201.1% | Added |
| Castleview Partners, LLC | 2,430 | $731.9K | 0.41% | +21+0.9% | Added |
| Headinvest, LLC | 2,429 | $731.6K | 0.14% | −21−0.9% | Reduced |
| MBB Public Markets I LLC | 2,425 | $730.4K | 0.05% | +2,425 | New |
| Cim Investment Mangement Inc | 2,425 | $730.4K | 0.22% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 2,416 | $727.7K | 0.25% | +122+5.3% | Added |
| Custom Index Systems, LLC | 2,414 | $727.0K | 0.41% | +169+7.5% | Added |
| Intrua Financial, LLC | 2,406 | $724.6K | 0.11% | +337+16.3% | Added |
| Kensington Investment Counsel, LLC | 2,403 | $723.7K | 0.33% | +177+8.0% | Added |
| Investment House LLC | 2,393 | $720.7K | 0.04% | +100+4.4% | Added |
| Sierra Capital LLC | 2,390 | $720.0K | 0.09% | +2,390 | New |
| Blue Fin Capital, Inc. | 2,381 | $717.1K | 0.16% | +31+1.3% | Added |
| Kozak & Associates, Inc. | 2,515 | $716.1K | 0.19% | +3+0.1% | Added |
| Salvus Wealth Management, LLC | 2,374 | $715.0K | 0.49% | −17−0.7% | Reduced |
| Abbot Financial Management, Inc. | 2,368 | $713.2K | 0.39% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,368 | $713.2K | 0.48% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,351 | $708.8K | 0.08% | −8,239−77.8% | Reduced |
| Childress Capital Advisors, LLC | 2,352 | $708.4K | 0.21% | +90+4.0% | Added |
| Studio Investment Management LLC | 2,348 | $708.1K | 0.17% | +120+5.4% | Added |
| Financial Advisory Service, Inc. | 2,348 | $707.2K | 0.06% | −181−7.2% | Reduced |
| St. Clair Advisors, LLC | 2,347 | $706.9K | 0.23% | +200+9.3% | Added |
| Garden State Investment Advisory Services LLC | 2,341 | $706.8K | 0.26% | −266−10.2% | Reduced |
| AlphaStar Capital Management, LLC | 2,341 | $705.1K | 0.07% | +2,341 | New |
| Quest Partners LLC | 2,337 | $703.9K | 0.12% | +2,337 | New |
| Brio Consultants, LLC | 2,332 | $702.4K | 0.12% | +348+17.5% | Added |
| Sonoma Private Wealth LLC | 2,322 | $699.3K | 1.13% | −78−3.3% | Reduced |
| Perfromance Wealth Partners, LLC | 2,319 | $698.4K | 0.03% | −45−1.9% | Reduced |
| 626 Financial, LLC | 2,313 | $696.6K | 0.42% | −345−13.0% | Reduced |
| Hengehold Capital Management LLC | 2,304 | $693.9K | 0.07% | −100−4.2% | Reduced |
| Parkside Advisors LLC | 2,299 | $693.3K | 0.18% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 2,298 | $692.1K | 0.53% | +279+13.8% | Added |
| Vivid Wealth Management, LLC | 2,295 | $691.2K | 0.43% | +208+10.0% | Added |
| WBH Advisory Inc | 2,292 | $690.4K | 0.07% | +130+6.0% | Added |
| Regent Peak Wealth Advisors LLC | 2,281 | $687.0K | 0.17% | −94−4.0% | Reduced |
| Avalon Trust Co | 2,281 | $687.0K | 0.06% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 2,280 | $686.7K | 0.23% | +170+8.1% | Added |
| Pine Haven Investment Counsel, Inc | 2,279 | $686.4K | 0.60% | +40+1.8% | Added |
| Aprio Wealth Management, LLC | 2,263 | $681.6K | 0.13% | +598+35.9% | Added |
| Fox Run Management, L.L.C. | 2,256 | $679.5K | 0.15% | +2,256 | New |
| Virtue Capital Management, LLC | 2,294 | $679.1K | 0.12% | – | – |
| IVC Wealth Advisors LLC | 2,245 | $676.1K | 0.39% | −47−2.1% | Reduced |
| New World Advisors LLC | 2,242 | $675.2K | 0.20% | −7−0.3% | Reduced |
| Telos Capital Management, Inc. | 2,240 | $674.6K | 0.08% | −228−9.2% | Reduced |
| Ausdal Financial Partners, Inc. | 2,233 | $672.5K | 0.08% | +237+11.9% | Added |
| Trueblood Wealth Management, LLC | 2,233 | $672.5K | 0.39% | +450+25.2% | Added |
| Proficio Capital Partners LLC | 2,232 | $672.3K | 0.07% | +261+13.2% | Added |
| Callan Capital, LLC | 2,222 | $669.2K | 0.06% | +640+40.5% | Added |
| Vienna Asset Management LLC | 2,085 | $668.3K | 0.61% | +2,085 | New |
| Investors Research Corp | 2,217 | $667.7K | 0.16% | −1,669−42.9% | Reduced |
| Mirador Capital Partners LP | 2,214 | $666.8K | 0.13% | −28−1.2% | Reduced |
| Archetype Wealth Partners | 2,212 | $666.0K | 0.11% | +467+26.8% | Added |
| Blue Barn Wealth, LLC | 2,207 | $664.7K | 0.37% | +39+1.8% | Added |
| Orrstown Financial Services Inc | 2,205 | $664.1K | 0.37% | +535+32.0% | Added |
| Laidlaw Wealth Management LLC | 2,204 | $663.8K | 0.37% | −2,961−57.3% | Reduced |
| Insight Advisors, LLC | 2,202 | $663.2K | 0.13% | +911+70.6% | Added |
| Capital Investment Advisory Services, LLC | 2,198 | $662.0K | 0.07% | −232−9.5% | Reduced |
| Crumly & Associates Inc. | 2,197 | $661.7K | 0.17% | −9−0.4% | Reduced |
| Magnus Financial Group LLC | 2,195 | $661.1K | 0.08% | +57+2.7% | Added |
| Hartford Funds Management Co LLC | 2,193 | $660.4K | 0.06% | +391+21.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 2,191 | $659.9K | 0.16% | −3−0.1% | Reduced |
| Centurion Wealth Management LLC | 2,175 | $655.1K | 0.26% | −29−1.3% | Reduced |
| Granite Group Advisors, LLC | 2,164 | $651.8K | 0.44% | 00.0% | Unchanged |
| Northwest Financial Advisors | 2,162 | $651.2K | 0.71% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 2,161 | $650.9K | 0.57% | −124−5.4% | Reduced |
| TBH Global Asset Management, LLC | 2,156 | $649.4K | 0.13% | +441+25.7% | Added |
| Old Point Trust & Financial Services N A | 2,153 | $648.4K | 0.24% | +1,575+272.5% | Added |
| Gabelli Funds LLC | 2,150 | $647.5K | 0.00% | +545+34.0% | Added |
| Zullo Investment Group, Inc. | 2,148 | $646.9K | 0.30% | +133+6.6% | Added |
| Roberts Glore & Co Inc | 2,147 | $646.6K | 0.19% | −107−4.7% | Reduced |
| Lakeview Capital Partners, LLC | 2,140 | $644.5K | 0.10% | +209+10.8% | Added |
| JB Capital LLC | 2,131 | $641.8K | 0.04% | +158+8.0% | Added |
| Harvest Management LLC | 2,129 | $641.2K | 0.55% | −171−7.4% | Reduced |
| New Republic Capital, LLC | 2,119 | $639.0K | 0.41% | +64+3.1% | Added |
| RAM Investment Partners, LLC | 2,117 | $637.5K | 0.20% | −465−18.0% | Reduced |
| Meeder Asset Management Inc | 2,114 | $636.7K | 0.04% | −5,081−70.6% | Reduced |
| Regal Investment Advisors LLC | 2,109 | $635.2K | 0.04% | −137−6.1% | Reduced |
| Confluence Wealth Services, Inc. | 2,104 | $633.7K | 0.06% | +169+8.7% | Added |
| BLB&B Advisors, LLC | 2,101 | $632.8K | 0.04% | +2,101 | New |
| Hussman Strategic Advisors, Inc. | 2,100 | $632.5K | 0.15% | +1,050+100.0% | Added |
| Clarus Wealth Advisors | 2,096 | $628.0K | 0.36% | −73−3.4% | Reduced |
| Castle Rock Wealth Management, LLC | 2,315 | $622.0K | 0.17% | +309+15.4% | Added |
| Boston Trust Walden Corp | 2,063 | $621.3K | 0.00% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 2,063 | $621.3K | 0.09% | +3+0.1% | Added |
| Lingohr & Partner Asset Management GmbH | 2,062 | $621.0K | 1.55% | −1,199−36.8% | Reduced |
| West Family Investments, Inc. | 2,058 | $619.8K | 0.19% | +599+41.1% | Added |
| Lecap Asset Management Ltd | 2,053 | $618.3K | 0.13% | +2,053 | New |
| Wellington Wealth Strategies, LLC. | 2,043 | $615.4K | 0.29% | −1,335−39.5% | Reduced |
| Northern Financial Advisors Inc | 2,030 | $611.4K | 0.48% | −11−0.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,011 | $605.7K | 0.03% | −38−1.9% | Reduced |
| First Financial Corp | 2,010 | $605.3K | 0.31% | −497−19.8% | Reduced |
| Baxter Bros Inc | 2,008 | $604.8K | 0.08% | −21−1.0% | Reduced |
| Montecito Bank & Trust | 2,004 | $603.6K | 0.12% | +732+57.5% | Added |
| Mondrian Investment Partners LTD | 2,002 | $603.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,002 | $603.0K | 0.14% | +45+2.3% | Added |
| Covenant Partners, LLC | 2,001 | $602.7K | 0.18% | −574−22.3% | Reduced |