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 |
|---|---|---|---|---|---|
| Berger Financial Group, Inc | 1,702 | $512.6K | 0.04% | −56−3.2% | Reduced |
| Capital Performance Advisors LLP | 1,684 | $507.2K | 0.19% | +32+1.9% | Added |
| VisionPoint Advisory Group, LLC | 1,680 | $506.0K | 0.18% | +80+5.0% | Added |
| Private Advisory Group LLC | 1,675 | $504.5K | 0.07% | +722+75.8% | Added |
| PFG Advisors | 1,674 | $504.2K | 0.04% | +141+9.2% | Added |
| Raleigh Capital Management Inc. | 1,673 | $503.8K | 0.22% | +391+30.5% | Added |
| Berry Wealth Group, LP | 1,669 | $502.7K | 0.42% | −487−22.6% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,908 | $502.0K | 0.28% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 1,664 | $501.2K | 0.16% | +279+20.1% | Added |
| Jupiter Wealth Management LLC | 1,795 | $500.8K | 0.27% | +1,795 | New |
| Future Fund LLC | 1,662 | $500.6K | 4.06% | +384+30.0% | Added |
| Beacon Financial Group | 1,658 | $499.4K | 0.06% | +247+17.5% | Added |
| New Jersey Better Educational Savings Trust | 1,656 | $498.8K | 0.94% | 00.0% | Unchanged |
| State of Wyoming | 1,655 | $498.5K | 0.08% | −622−27.3% | Reduced |
| Arden Trust Co | 1,654 | $498.1K | 0.07% | −232−12.3% | Reduced |
| Integrated Investment Consultants, LLC | 1,653 | $497.9K | 0.14% | −139−7.8% | Reduced |
| Hyperion Partners, LLC | 1,651 | $497.2K | 0.36% | −10−0.6% | Reduced |
| Private Portfolio Partners LLC | 1,650 | $496.9K | 0.10% | −35−2.1% | Reduced |
| BKD Wealth Advisors, LLC | 1,650 | $496.9K | 0.01% | +257+18.4% | Added |
| Ransom Advisory, Ltd | 1,643 | $494.8K | 0.26% | +1,643 | New |
| CMT Capital Markets Trading GmbH | 1,637 | $493.0K | 0.22% | −13,863−89.4% | Reduced |
| Wayfinding Financial, LLC | 1,764 | $492.0K | 0.29% | +27+1.6% | Added |
| Clarity Wealth Advisors, LLC | 1,629 | $490.7K | 0.17% | +88+5.7% | Added |
| Strata Wealth Advisors, LLC | 1,627 | $490.0K | 0.17% | +392+31.7% | Added |
| Gemmer Asset Management LLC | 1,619 | $487.6K | 0.06% | −42−2.5% | Reduced |
| Fort Sheridan Advisors LLC | 1,619 | $487.6K | 0.09% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 1,618 | $487.3K | 0.06% | +1,618 | New |
| First Trust Investment Solutions L.P. | 1,618 | $487.3K | 0.09% | +249+18.2% | Added |
| Alliance Wealth Advisors, LLC | 1,615 | $486.4K | 0.31% | +4+0.2% | Added |
| Bright Futures Wealth Management, LLC. | 1,923 | $486.2K | 0.26% | +1,923 | New |
| Smith Group Asset Management, LLC | 1,608 | $484.3K | 0.03% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 1,604 | $483.1K | 0.19% | −10−0.6% | Reduced |
| Aspen Investment Management Inc | 1,603 | $483.0K | 0.25% | +1,603 | New |
| JNBA Financial Advisors | 1,597 | $481.0K | 0.05% | −235−12.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,584 | $477.1K | 0.02% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 1,584 | $477.1K | 0.20% | +1,584 | New |
| University of Texas/Texas Am Investment Managment Co | 1,684 | $475.2K | 0.06% | +842+100.0% | Added |
| Stonebridge Financial Planning Group, LLC | 1,570 | $472.9K | 0.25% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 1,567 | $472.0K | 0.21% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 1,563 | $470.7K | 0.15% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 1,717 | $469.9K | 0.05% | +112+7.0% | Added |
| Mather Group, LLC. | 1,780 | $468.5K | 0.01% | −22−1.2% | Reduced |
| Pathway Financial Advisors LLC | 1,555 | $468.3K | 0.13% | +23+1.5% | Added |
| Semus Wealth Partners LLC | 1,553 | $467.7K | 0.39% | +180+13.1% | Added |
| Dougherty Wealth Advisers LLC | 1,549 | $466.5K | 0.41% | −211−12.0% | Reduced |
| Aspire Capital Advisors LLC | 1,548 | $466.2K | 0.16% | +116+8.1% | Added |
| Madison Park Capital Advisors, LLC | 1,544 | $465.0K | 0.41% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,539 | $463.5K | 0.21% | +5+0.3% | Added |
| Fountainhead AM, LLC | 1,536 | $462.6K | 0.11% | −56−3.5% | Reduced |
| Beaton Management Co. Inc. | 1,531 | $461.0K | 0.25% | +269+21.3% | Added |
| Tradition Wealth Management, LLC | 1,526 | $459.7K | 0.05% | +67+4.6% | Added |
| Evanson Asset Management, LLC | 1,526 | $459.6K | 0.04% | 00.0% | Unchanged |
| Busey Wealth Management | 1,521 | $458.1K | 0.02% | −300−16.5% | Reduced |
| Silvercrest Asset Management Group LLC | 1,518 | $457.2K | 0.00% | −337−18.2% | Reduced |
| Balboa Wealth Partners | 1,518 | $457.2K | 0.15% | +137+9.9% | Added |
| SlateStone Wealth, LLC | 1,518 | $457.0K | 0.05% | −116−7.1% | Reduced |
| KG&L Capital Management,LLC | 1,516 | $456.6K | 0.18% | −50−3.2% | Reduced |
| Ssi Investment Management LLC | 1,514 | $456.0K | 0.03% | −15−1.0% | Reduced |
| Retirement Income Solutions, Inc | 1,510 | $454.8K | 0.10% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,506 | $453.6K | 0.04% | +90+6.4% | Added |
| Tactive Advisors, LLC | 1,503 | $452.7K | 0.24% | −456−23.3% | Reduced |
| Ategra Capital Management, LLC | 1,503 | $452.7K | 0.21% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 1,500 | $451.8K | 0.16% | −500−25.0% | Reduced |
| Aristotle Atlantic Partners, LLC | 1,500 | $451.8K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 1,495 | $450.3K | 0.22% | −16−1.1% | Reduced |
| Waters Parkerson & Co., LLC | 1,495 | $450.0K | 0.02% | +38+2.6% | Added |
| West Oak Capital, LLC | 1,495 | $450.0K | 0.19% | +770+106.2% | Added |
| Everpar Advisors LLC | 1,494 | $450.0K | 0.27% | +374+33.4% | Added |
| WNY Asset Management, LLC | 1,490 | $448.8K | 0.07% | −82−5.2% | Reduced |
| Pier 88 Investment Partners LLC | 1,490 | $448.8K | 0.11% | +660+79.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,487 | $448.0K | 0.05% | +290+24.2% | Added |
| Kolinsky Wealth Management, LLC | 1,487 | $447.9K | 0.34% | +200+15.5% | Added |
| Cedar Brook Financial Partners, LLC | 1,482 | $446.3K | 0.09% | +6+0.4% | Added |
| Nichols & Pratt Advisers LLP | 1,480 | $445.7K | 0.03% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 1,477 | $444.8K | 0.06% | +25+1.7% | Added |
| Outlook Wealth Advisors, LLC | 1,474 | $443.9K | 0.14% | +262+21.6% | Added |
| Grandfield & Dodd, LLC | 1,471 | $443.2K | 0.03% | +7+0.5% | Added |
| Cobblestone Capital Advisors LLC | 1,471 | $443.0K | 0.03% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 1,464 | $442.5K | 0.35% | 00.0% | Unchanged |
| SPC Financial, Inc. | 1,468 | $442.1K | 0.04% | +63+4.5% | Added |
| Private Capital Management LLC | 1,457 | $438.8K | 0.10% | −41−2.7% | Reduced |
| North Star Investment Management Corp. | 1,455 | $438.2K | 0.03% | +136+10.3% | Added |
| Arvest Trust Co N A | 1,454 | $437.9K | 0.02% | +30+2.1% | Added |
| VanderPol Investments L.L.C. | 1,452 | $437.3K | 1.25% | −394−21.3% | Reduced |
| Sage Private Wealth Group, LLC | 1,451 | $437.0K | 0.35% | +622+75.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,590 | $435.1K | 0.20% | −38−2.3% | Reduced |
| Frank, Rimerman Advisors LLC | 1,444 | $434.9K | 0.08% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,441 | $434.0K | 0.07% | −150−9.4% | Reduced |
| DC Investments Management, LLC | 1,441 | $434.0K | 0.37% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 1,438 | $433.1K | 0.09% | +203+16.4% | Added |
| Good Life Advisors, LLC | 1,426 | $429.5K | 0.04% | −175−10.9% | Reduced |
| CVA Family Office, LLC | 1,424 | $428.9K | 0.08% | +5+0.4% | Added |
| Well Done, LLC | 1,423 | $428.6K | 0.08% | +101+7.6% | Added |
| Lodestar Private Asset Management LLC | 1,423 | $428.6K | 0.06% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,414 | $425.9K | 0.04% | +3+0.2% | Added |
| Dynamic Technology Lab Private Ltd | 1,410 | $425.0K | 0.05% | −369−20.7% | Reduced |
| ICA Group Wealth Management, LLC | 1,410 | $424.7K | 0.09% | +397+39.2% | Added |
| Seven Mile Advisory | 1,410 | $424.7K | 0.32% | +44+3.2% | Added |
| Wetzel Investment Advisors, Inc. | 1,561 | $424.5K | 0.25% | −76−4.6% | Reduced |
| Hoylecohen, LLC | 1,409 | $424.4K | 0.03% | 00.0% | Unchanged |