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 |
|---|---|---|---|---|---|
| Hilltop National Bank | 2,001 | $602.7K | 0.20% | +2,001 | New |
| SFM, LLC | 2,000 | $602.4K | 0.46% | −191−8.7% | Reduced |
| Prosperity Consulting Group, LLC | 1,999 | $602.1K | 0.08% | +1,999 | New |
| Cypress Point Wealth Management, LLC | 1,996 | $601.2K | 0.31% | +1,996 | New |
| BluePointe Capital Management, LLC | 1,992 | $600.8K | 0.41% | −86−4.1% | Reduced |
| XY Capital Ltd | 1,993 | $600.3K | 0.51% | +1,993 | New |
| Crewe Advisors LLC | 1,991 | $599.6K | 0.07% | +1,991 | New |
| Catalyst Private Wealth, LLC | 1,991 | $599.6K | 0.31% | −157−7.3% | Reduced |
| Essex LLC | 1,989 | $599.0K | 0.14% | −10−0.5% | Reduced |
| Pointe Capital Management LLC | 1,985 | $597.8K | 0.37% | +230+13.1% | Added |
| Peterson Wealth Services | 1,983 | $597.2K | 0.22% | −9−0.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,983 | $597.0K | 0.01% | −8,938−81.8% | Reduced |
| D'Orazio & Associates, Inc. | 1,967 | $592.4K | 0.10% | −1−0.1% | Reduced |
| Northern Oak Wealth Management Inc | 1,966 | $592.1K | 0.07% | +101+5.4% | Added |
| GYL Financial Synergies, LLC | 1,958 | $589.7K | 0.05% | −67−3.3% | Reduced |
| Winthrop Advisory Group LLC | 1,953 | $589.0K | 0.09% | +50+2.6% | Added |
| FF Advisors,LLC | 1,955 | $588.8K | 0.41% | +152+8.4% | Added |
| Cape Investment Advisory, Inc. | 1,952 | $587.9K | 0.27% | +10+0.5% | Added |
| Synergy Financial Group, LTD | 1,951 | $587.6K | 0.66% | +13+0.7% | Added |
| Joel Isaacson & Co., LLC | 1,947 | $586.4K | 0.03% | +536+38.0% | Added |
| Holderness Investments Co | 1,943 | $585.2K | 0.14% | +626+47.5% | Added |
| Eagle Strategies LLC | 1,942 | $584.9K | 0.13% | −4,640−70.5% | Reduced |
| Waypoint Wealth Partners Inc. | 1,941 | $584.6K | 0.17% | +70+3.7% | Added |
| Relyea Zuckerberg Hanson LLC | 1,935 | $582.8K | 0.10% | +13+0.7% | Added |
| Truvestments Capital LLC | 1,934 | $582.5K | 0.22% | +84+4.5% | Added |
| Amussen Hunsaker Associates LLC | 1,927 | $580.7K | 0.11% | −95−4.7% | Reduced |
| Gladius Capital Management LP | 1,928 | $580.7K | 0.57% | +1,928 | New |
| Traveka Wealth, LLC | 1,927 | $580.4K | 0.27% | +137+7.7% | Added |
| Encompass Wealth Advisors, LLC | 1,924 | $579.3K | 0.15% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 1,920 | $578.2K | 0.05% | −5−0.3% | Reduced |
| Connecticut Wealth Management, LLC | 1,919 | $578.0K | 0.03% | −25−1.3% | Reduced |
| SOA Wealth Advisors, LLC. | 1,917 | $577.4K | 0.12% | +6+0.3% | Added |
| Battery Global Advisors, LLC | 1,914 | $577.2K | 0.47% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,898 | $571.6K | 0.10% | +92+5.1% | Added |
| Mizuho Markets Cayman LP | 1,893 | $570.1K | 0.35% | +1,893 | New |
| Smith, Moore & Co. | 1,889 | $568.9K | 0.06% | −158−7.7% | Reduced |
| True North Advisors, LLC | 1,888 | $568.6K | 0.16% | −208−9.9% | Reduced |
| Balanced Rock Investment Advisor | 1,886 | $568.0K | 0.48% | −532−22.0% | Reduced |
| Cedrus LLC | 1,884 | $567.4K | 0.31% | +583+44.8% | Added |
| Fulcrum Capital LLC | 1,883 | $567.1K | 0.13% | −178−8.6% | Reduced |
| Bigelow Investment Advisors, LLC | 1,882 | $566.8K | 0.28% | −27−1.4% | Reduced |
| Copperleaf Capital, LLC | 1,882 | $566.8K | 0.49% | +87+4.8% | Added |
| Guardian Wealth Advisors, LLC | 1,881 | $566.5K | 0.07% | +177+10.4% | Added |
| Evermay Wealth Management LLC | 1,879 | $566.3K | 0.09% | +91+5.1% | Added |
| Brandywine Oak Private Wealth LLC | 1,876 | $565.0K | 0.06% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,871 | $564.3K | 0.09% | +1,042+125.7% | Added |
| Chapin Davis, Inc. | 1,870 | $563.2K | 0.21% | +1,870 | New |
| Patron Partners Advisors, LLC | 1,869 | $562.9K | 0.34% | +112+6.4% | Added |
| First Affirmative Financial Network | 1,860 | $560.2K | 0.41% | +232+14.3% | Added |
| Accel Wealth Management | 1,857 | $559.3K | 0.24% | +50+2.8% | Added |
| Riversedge Advisors, LLC | 1,854 | $558.4K | 0.14% | −82−4.2% | Reduced |
| Marino, Stram & Associates LLC | 1,849 | $556.9K | 0.13% | +327+21.5% | Added |
| Vicus Capital | 1,847 | $556.3K | 0.05% | +1,847 | New |
| Stiles Financial Services Inc | 1,846 | $556.0K | 0.22% | −145−7.3% | Reduced |
| FFT Wealth Management LLC | 1,843 | $555.2K | 0.05% | +282+18.1% | Added |
| Addison Advisors LLC | 1,841 | $554.5K | 0.19% | +265+16.8% | Added |
| Oak Thistle LLC | 1,835 | $552.7K | 0.50% | −6,636−78.3% | Reduced |
| LVW Advisors, LLC | 1,833 | $552.1K | 0.09% | +166+10.0% | Added |
| Geller Advisors LLC | 1,821 | $549.2K | 0.04% | +134+7.9% | Added |
| Tennessee Valley Asset Management Partners | 1,821 | $548.7K | 0.13% | +42+2.4% | Added |
| Cubic Asset Management, LLC | 1,820 | $548.1K | 0.13% | −100−5.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,819 | $547.8K | 0.47% | −65−3.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 1,818 | $547.5K | 0.01% | −1,500−45.2% | Reduced |
| Perennial Advisors, LLC | 1,815 | $546.6K | 0.13% | −11−0.6% | Reduced |
| Arcataur Capital Management LLC | 1,815 | $546.6K | 0.20% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 1,799 | $541.8K | 0.01% | +1,799 | New |
| TSFG, LLC | 1,795 | $541.0K | 0.14% | −891−33.2% | Reduced |
| Ewa, LLC | 1,954 | $540.7K | 0.24% | +40+2.1% | Added |
| Apexium Financial, LP | 1,793 | $540.5K | 0.04% | +76+4.4% | Added |
| Chaney Capital Management, Inc. | 1,793 | $540.0K | 0.43% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 1,792 | $540.0K | 1.04% | +207+13.1% | Added |
| Verus Capital Partners, LLC | 1,790 | $539.1K | 0.06% | +72+4.2% | Added |
| Park National Corp | 1,780 | $536.1K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1,780 | $536.1K | 0.38% | +283+18.9% | Added |
| Saiph Capital, LLC | 1,776 | $534.9K | 0.25% | −226−11.3% | Reduced |
| Cottage Street Advisors LLC | 1,776 | $534.9K | 0.32% | +649+57.6% | Added |
| Contravisory Investment Management, Inc. | 1,773 | $534.0K | 0.12% | −83−4.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,773 | $534.0K | 0.19% | +9+0.5% | Added |
| Advisor OS, LLC | 1,772 | $533.7K | 0.06% | +423+31.4% | Added |
| Tobam | 1,769 | $533.0K | 0.05% | +120+7.3% | Added |
| Pinnacle Bancorp, Inc. | 1,767 | $532.2K | 0.16% | −50−2.8% | Reduced |
| One Wealth Advisors, LLC | 1,765 | $532.2K | 0.09% | +1,765 | New |
| Emerald Advisers, LLC | 1,766 | $531.9K | 0.02% | +1,566+783.0% | Added |
| Worth Financial Advisory Group, LLC | 1,761 | $530.4K | 0.37% | +34+2.0% | Added |
| BCJ Capital Management, LLC | 1,760 | $530.1K | 0.04% | +906+106.1% | Added |
| Peninsula Wealth, LLC | 1,759 | $529.8K | 0.11% | +8+0.5% | Added |
| Washington Trust Advisors, Inc. | 1,759 | $529.8K | 0.05% | −179−9.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 1,753 | $528.0K | 0.05% | −7,772−81.6% | Reduced |
| Point72 Asset Management, L.P. | 1,750 | $527.1K | 0.00% | −397,323−99.6% | Reduced |
| Harbert Fund Advisors, Inc. | 1,750 | $527.1K | 0.36% | +1,750 | New |
| Pacific Sage Partners, LLC | 1,748 | $526.5K | 0.14% | 00.0% | Unchanged |
| Hemenway Trust Co LLC | 1,745 | $525.6K | 0.05% | +210+13.7% | Added |
| Keystone Financial Group | 1,744 | $525.1K | 0.08% | +87+5.3% | Added |
| McDaniel Terry & Co | 1,742 | $525.0K | 0.05% | +812+87.3% | Added |
| Sunpointe, LLC | 1,739 | $524.4K | 0.58% | −2−0.1% | Reduced |
| Cedar Wealth Management, LLC | 1,740 | $524.1K | 0.17% | +18+1.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,736 | $523.5K | 0.19% | +794+84.3% | Added |
| Wedge Capital Management L L P | 1,729 | $520.7K | 0.01% | 00.0% | Unchanged |
| White Pine Capital LLC | 1,921 | $516.6K | 0.20% | +240+14.3% | Added |
| Jackson Square Capital, LLC | 1,712 | $515.6K | 0.13% | +682+66.2% | Added |