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 |
|---|---|---|---|---|---|
| Twin City Private Wealth, LLC | 1,405 | $423.7K | 0.42% | +1,405 | New |
| Berkeley Capital Partners, LLC | 1,403 | $422.6K | 0.13% | +5+0.4% | Added |
| Dorchester Wealth Management Co | 1,400 | $421.7K | 0.08% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,396 | $420.4K | 0.02% | −102−6.8% | Reduced |
| Bridgefront Capital, LLC | 1,394 | $419.8K | 0.32% | −324−18.9% | Reduced |
| RiverGlades Family Offices LLC | 1,525 | $419.6K | 0.33% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 1,390 | $419.0K | 0.04% | −157−10.1% | Reduced |
| IFG Advisors, LLC | 1,390 | $418.6K | 0.11% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,388 | $418.0K | 0.24% | +146+11.8% | Added |
| Fermata Advisors, LLC | 1,388 | $418.0K | 0.09% | +1,388 | New |
| Israel Discount Bank of New York | 1,387 | $417.7K | 0.52% | −1,035−42.7% | Reduced |
| Klingman & Associates, LLC | 1,385 | $417.1K | 0.03% | +26+1.9% | Added |
| West Branch Capital LLC | 1,384 | $416.8K | 0.17% | +671+94.1% | Added |
| Avenue 1 Advisors, LLC | 1,374 | $413.8K | 0.17% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 1,370 | $412.6K | 0.10% | 00.0% | Unchanged |
| Veracity Capital LLC | 1,366 | $411.4K | 0.16% | +340+33.1% | Added |
| Farrell Financial LLC | 1,363 | $410.5K | 0.34% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 1,355 | $408.0K | 0.12% | +50+3.8% | Added |
| Adirondack Trust Co | 1,350 | $406.6K | 0.17% | −54−3.8% | Reduced |
| Elgethun Capital Management | 1,339 | $405.4K | 0.10% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,343 | $404.5K | 0.16% | −57−4.1% | Reduced |
| Imprint Wealth LLC | 1,338 | $404.4K | 0.10% | +1,338 | New |
| Stokes Family Office, LLC | 1,342 | $404.2K | 0.05% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,337 | $403.0K | 0.15% | −193−12.6% | Reduced |
| Hodges Capital Management Inc. | 1,337 | $403.0K | 0.03% | −115−7.9% | Reduced |
| McAlister, Sweet & Associates, Inc. | 1,337 | $402.7K | 0.32% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,334 | $401.8K | 0.04% | +327+32.5% | Added |
| Consolidated Capital Management, LLC | 1,333 | $401.5K | 0.19% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1,332 | $401.2K | 0.30% | −50−3.6% | Reduced |
| United Community Bank | 1,330 | $400.6K | 0.16% | +315+31.0% | Added |
| Summit Global Investments | 1,328 | $400.0K | 0.03% | −150−10.1% | Reduced |
| Arcadia Investment Management Corp | 1,328 | $400.0K | 0.07% | +221+20.0% | Added |
| Wilson & Boucher Capital Management, LLC | 1,325 | $399.1K | 0.31% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 1,324 | $398.8K | 0.22% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,324 | $398.8K | 0.23% | 00.0% | Unchanged |
| Gratus Capital LLC | 1,320 | $397.5K | 0.02% | +200+17.9% | Added |
| WMS Partners, LLC | 1,319 | $397.3K | 0.03% | +132+11.1% | Added |
| Dynamic Wealth Strategies, LLC | 1,319 | $397.0K | 0.34% | −38−2.8% | Reduced |
| Avidian Wealth Solutions, LLC | 1,316 | $396.4K | 0.02% | +1,316 | New |
| Beacon Financial Advisory LLC | 1,313 | $395.4K | 0.19% | +4+0.3% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 1,312 | $395.1K | 0.17% | +1,312 | New |
| Ferguson Wellman Capital Management, Inc | 1,311 | $394.8K | 0.01% | +138+11.8% | Added |
| Opes Wealth Management LLC | 1,305 | $393.0K | 0.09% | +10+0.8% | Added |
| DCM Advisors, LLC | 1,305 | $393.0K | 0.16% | +348+36.4% | Added |
| Powers Advisory Group, LLC | 1,303 | $392.4K | 0.22% | −22−1.7% | Reduced |
| Bridges Investment Management Inc | 1,296 | $390.3K | 0.01% | −1,742−57.3% | Reduced |
| Westmount Partners, LLC | 1,296 | $390.3K | 0.14% | +102+8.5% | Added |
| Traynor Capital Management, Inc. | 1,294 | $389.7K | 0.04% | +94+7.8% | Added |
| Next Capital Management LLC | 1,292 | $389.1K | 0.16% | +1,292 | New |
| JJJ Advisors Inc. | 1,286 | $387.4K | 0.08% | +89+7.4% | Added |
| Green Square Capital Advisors LLC | 1,286 | $387.3K | 0.05% | +1,286 | New |
| MBL Wealth, LLC | 1,284 | $386.7K | 0.04% | +356+38.4% | Added |
| J. W. Coons Advisors, LLC | 1,281 | $385.8K | 0.09% | +1,281 | New |
| Legacy Edge Advisors, LLC | 1,276 | $384.3K | 0.08% | −68−5.1% | Reduced |
| Financial Partners Group, Inc | 1,276 | $384.3K | 0.06% | +60+4.9% | Added |
| Kennedy Investment Group | 1,275 | $384.0K | 0.20% | −55−4.1% | Reduced |
| GLOBALT Investments LLC | 1,272 | $383.0K | 0.02% | +1+0.1% | Added |
| Crown Wealth Group, LLC | 1,267 | $381.6K | 0.20% | +418+49.2% | Added |
| Sitrin Capital Management LLC | 1,266 | $381.3K | 0.21% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 1,264 | $380.7K | 0.20% | −22−1.7% | Reduced |
| DSC Advisors, L.P. | 1,263 | $380.4K | 0.61% | −15−1.2% | Reduced |
| Accurate Wealth Management, LLC | 1,407 | $380.3K | 0.11% | −86−5.8% | Reduced |
| Fortune Financial Advisors, LLC | 1,261 | $379.9K | 0.24% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,260 | $379.5K | 0.23% | −138−9.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 1,258 | $378.9K | 0.03% | +468+59.2% | Added |
| Trilogy Capital Inc. | 1,257 | $378.6K | 0.02% | +1,257 | New |
| Wealth Dimensions Group, Ltd. | 1,255 | $378.1K | 0.11% | −69−5.2% | Reduced |
| Wambolt & Associates, LLC | 1,247 | $376.9K | 0.11% | −900,023−99.9% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,249 | $376.2K | 0.26% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,248 | $375.9K | 0.25% | −428−25.5% | Reduced |
| Oxford Financial Group Ltd | 1,245 | $375.0K | 0.03% | +103+9.0% | Added |
| Capital Planning Advisors, LLC | 1,241 | $373.8K | 0.07% | +43+3.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,240 | $373.5K | 0.18% | +89+7.7% | Added |
| JBR Co Financial Management Inc | 1,237 | $372.6K | 0.30% | 00.0% | Unchanged |
| Sabal Trust CO | 1,236 | $372.3K | 0.02% | −99−7.4% | Reduced |
| Wagner Wealth Management, LLC | 1,233 | $371.4K | 0.11% | +1,233 | New |
| Indiana Trust & Investment Management CO | 1,229 | $370.1K | 0.15% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 1,227 | $370.0K | 0.28% | +1,227 | New |
| Bedel Financial Consulting, Inc. | 1,228 | $369.8K | 0.06% | +14+1.2% | Added |
| Avory & Company, LLC | 1,226 | $369.2K | 0.25% | −348−22.1% | Reduced |
| Wealth Architects, LLC | 1,225 | $369.0K | 0.05% | −67−5.2% | Reduced |
| Bellecapital International Ltd. | 1,224 | $368.6K | 0.08% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 1,224 | $368.6K | 0.14% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,223 | $368.3K | 0.20% | +9+0.7% | Added |
| Lantz Financial LLC | 1,222 | $368.0K | 0.12% | +48+4.1% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,220 | $367.4K | 0.38% | 00.0% | Unchanged |
| Collective Family Office LLC | 1,215 | $365.9K | 0.12% | −46−3.6% | Reduced |
| HTLF Bank | 1,208 | $363.8K | 0.04% | −50−4.0% | Reduced |
| Somerset Group LLC | 1,206 | $363.2K | 0.34% | +10+0.8% | Added |
| JSF Financial, LLC | 1,205 | $362.9K | 0.11% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,203 | $362.3K | 0.27% | +317+35.8% | Added |
| Princeton Capital Management LLC | 1,198 | $360.8K | 0.13% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 1,195 | $359.9K | 0.13% | +7+0.6% | Added |
| Five Oceans Advisors | 1,194 | $359.6K | 0.18% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 1,192 | $359.0K | 0.12% | +74+6.6% | Added |
| DGS Capital Management, LLC | 1,191 | $358.7K | 0.10% | −32−2.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,186 | $357.2K | 0.01% | −26−2.1% | Reduced |
| First American Trust, FSB | 1,185 | $357.0K | 0.04% | +84+7.6% | Added |
| Spotlight Asset Group, Inc. | 1,184 | $356.6K | 0.26% | 00.0% | Unchanged |
| Rosenbaum Jay D. | 1,183 | $356.3K | 2.02% | −2,737−69.8% | Reduced |