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 |
|---|---|---|---|---|---|
| Evolutionary Tree Capital Management, LLC | 1,180 | $355.4K | 0.36% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 1,180 | $355.4K | 0.14% | +1,180 | New |
| HCR Wealth Advisors | 1,179 | $355.1K | 0.05% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 1,178 | $354.8K | 0.07% | −1,178−50.0% | Reduced |
| Yoder Wealth Management, Inc. | 1,177 | $354.5K | 0.23% | −22−1.8% | Reduced |
| Bremer Bank National Association | 1,173 | $353.3K | 0.07% | −930−44.2% | Reduced |
| Wellington Shields & Co., LLC | 1,169 | $352.1K | 0.12% | +622+113.7% | Added |
| Benjamin Edwards Inc | 1,160 | $349.0K | 0.07% | +81+7.5% | Added |
| Tritonpoint Wealth, LLC | 1,521 | $348.7K | 0.04% | −12,108−88.8% | Reduced |
| Colonial River Wealth Management, LLC | 1,156 | $348.2K | 0.20% | −576−33.3% | Reduced |
| Heritage Wealth Advisors | 1,151 | $346.7K | 0.02% | 00.0% | Unchanged |
| TFB Advisors LLC | 1,290 | $346.6K | 0.13% | +1,290 | New |
| Ignite Planners, LLC | 1,144 | $345.8K | 0.10% | −12−1.0% | Reduced |
| Sovereign Financial Group, Inc. | 1,147 | $345.5K | 0.09% | +57+5.2% | Added |
| Spirepoint Private Client, LLC | 1,144 | $344.6K | 0.05% | +1,144 | New |
| Vawter Financial, Ltd. | 1,143 | $344.2K | 0.25% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 1,137 | $342.4K | 0.09% | 00.0% | Unchanged |
| Ted Buchan & Co | 1,137 | $342.4K | 0.21% | +1,137 | New |
| Redhawk Wealth Advisors, Inc. | 1,135 | $341.8K | 0.06% | +101+9.8% | Added |
| RFG Holdings, Inc. | 1,135 | $341.8K | 0.14% | +1,135 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1,134 | $341.5K | 0.17% | −25−2.2% | Reduced |
| Element Wealth, LLC | 1,132 | $340.9K | 0.20% | −27−2.3% | Reduced |
| Forte Asset Management LLC | 1,125 | $339.3K | 0.21% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 1,125 | $338.8K | 0.27% | −178−13.7% | Reduced |
| Werlinich Asset Management, LLC | 1,123 | $338.4K | 0.22% | 00.0% | Unchanged |
| GSG Advisors LLC | 1,110 | $338.3K | 0.12% | −96−8.0% | Reduced |
| Farmers & Merchants Investments Inc | 1,120 | $337.3K | 0.01% | −245−17.9% | Reduced |
| Cypress Capital Management LLC (WY) | 1,120 | $337.3K | 0.36% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 1,114 | $335.5K | 0.01% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 1,106 | $333.1K | 0.02% | +13+1.2% | Added |
| Pinnacle West Asset Management, Inc. | 1,105 | $333.0K | 0.26% | 00.0% | Unchanged |
| Highview Capital Management LLC | 1,105 | $332.8K | 0.15% | −20−1.8% | Reduced |
| Belfer Management LLC | 1,102 | $331.9K | 5.98% | +6+0.5% | Added |
| Precision Wealth Strategies, LLC | 1,101 | $331.6K | 0.31% | −326−22.8% | Reduced |
| Global Strategic Investment Solutions, LLC | 1,099 | $331.0K | 0.04% | +235+27.2% | Added |
| Mengis Capital Management, Inc. | 1,099 | $331.0K | 0.05% | −200−15.4% | Reduced |
| Nadler Financial Group, Inc. | 1,098 | $330.7K | 0.04% | +1,098 | New |
| Sandy Cove Advisors, LLC | 1,097 | $330.2K | 0.15% | +5+0.5% | Added |
| Coastal Bridge Advisors, LLC | 1,095 | $329.8K | 0.08% | +234+27.2% | Added |
| Wellspring Financial Advisors, LLC | 1,090 | $328.3K | 0.05% | +106+10.8% | Added |
| Canton Hathaway, LLC | 1,088 | $328.0K | 0.09% | −400−26.9% | Reduced |
| National Wealth Management Group, LLC | 1,088 | $327.7K | 0.25% | −1,318−54.8% | Reduced |
| PSI Advisors, LLC | 1,081 | $325.6K | 0.12% | −3,029−73.7% | Reduced |
| City State Bank | 1,079 | $325.0K | 0.14% | −103−8.7% | Reduced |
| Fielder Capital Group LLC | 1,079 | $325.0K | 0.15% | +10+0.9% | Added |
| Roof Eidam & Maycock | 1,079 | $325.0K | 0.09% | +1,079 | New |
| Parisi Gray Wealth Management | 1,078 | $324.7K | 0.12% | +27+2.6% | Added |
| Aspen Grove Capital, LLC | 1,075 | $324.4K | 0.09% | +171+18.9% | Added |
| Waterloo Capital, L.P. | 1,076 | $324.1K | 0.04% | −223−17.2% | Reduced |
| Vaughan David Investments LLC | 1,076 | $324.0K | 0.01% | +1,076 | New |
| Summa Corp. | 1,075 | $323.8K | 0.18% | +1+0.1% | Added |
| Olistico Wealth, LLC | 1,070 | $322.3K | 0.23% | −2,231−67.6% | Reduced |
| Breed's Hill Capital LLC | 1,067 | $321.4K | 0.30% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 1,064 | $320.5K | 0.26% | −26,398−96.1% | Reduced |
| Prosperity Financial Group, Inc. | 1,064 | $320.5K | 0.20% | +100+10.4% | Added |
| Phillips Wealth Planners LLC | 1,155 | $320.4K | 0.37% | +167+16.9% | Added |
| LexAurum Advisors, LLC | 1,061 | $319.6K | 0.08% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 1,167 | $319.4K | 0.07% | +32+2.8% | Added |
| NFP Retirement, Inc. | 1,059 | $318.8K | 0.03% | +21+2.0% | Added |
| Three Bridge Wealth Advisors, LLC | 1,056 | $318.5K | 0.13% | 00.0% | Unchanged |
| Western Financial Corp | 1,053 | $317.1K | 0.19% | +89+9.2% | Added |
| Ridgewood Investments LLC | 1,051 | $316.6K | 0.17% | −58−5.2% | Reduced |
| SFG Wealth Management, LLC. | 1,049 | $315.9K | 0.19% | +24+2.3% | Added |
| CenterStar Asset Management, LLC | 1,049 | $315.7K | 0.65% | +1,049 | New |
| Evernest Financial Advisors, LLC | 1,166 | $315.3K | 0.15% | +166+16.6% | Added |
| Red Wave Investments LLC | 1,044 | $314.4K | 0.12% | −38−3.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,044 | $314.4K | 0.05% | +67+6.9% | Added |
| Northeast Investment Management | 1,041 | $313.5K | 0.02% | −22−2.1% | Reduced |
| Vantage Consulting Group Inc | 1,038 | $312.6K | 0.20% | −204−16.4% | Reduced |
| Correct Capital Wealth Management | 1,036 | $312.1K | 0.07% | −12−1.1% | Reduced |
| Objective Capital Management, LLC | 1,035 | $311.7K | 0.21% | +100+10.7% | Added |
| Dohj, LLC | 1,033 | $311.1K | 0.08% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 1,032 | $310.8K | 0.30% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 1,026 | $309.0K | 0.16% | −50−4.6% | Reduced |
| Silverlake Wealth Management LLC | 1,025 | $308.7K | 0.16% | +25+2.5% | Added |
| Goodman Advisory Group, LLC | 1,023 | $308.1K | 0.10% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,021 | $307.9K | 0.19% | +589+136.3% | Added |
| Sweet Financial Partners, LLC | 1,022 | $307.8K | 0.07% | +25+2.5% | Added |
| Larson Financial Group LLC | 1,018 | $306.5K | 0.02% | −105−9.3% | Reduced |
| Opal Wealth Advisors, LLC | 1,017 | $306.3K | 0.10% | +28+2.8% | Added |
| Clifford Swan Investment Counsel LLC | 1,017 | $306.3K | 0.01% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 1,017 | $306.3K | 0.14% | +1,017 | New |
| Counterweight Ventures, LLC | 1,015 | $305.7K | 0.25% | −61−5.7% | Reduced |
| Oarsman Capital, Inc. | 1,015 | $305.7K | 0.07% | +60+6.3% | Added |
| Frisch Financial Group, Inc. | 1,014 | $305.0K | 0.10% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,008 | $304.0K | 0.06% | +1,008 | New |
| Select Asset Management & Trust | 1,005 | $303.0K | 0.13% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,005 | $302.7K | 0.01% | −70−6.5% | Reduced |
| Trinity Financial Advisors LLC | 1,002 | $301.8K | 0.14% | 00.0% | Unchanged |
| Carson Advisory Inc. | 1,002 | $301.8K | 0.21% | +10+1.0% | Added |
| Abel Hall, LLC | 1,001 | $301.5K | 0.23% | +35+3.6% | Added |
| CloudAlpha Capital Management Limited/Hong Kong | 1,000 | $301.2K | 0.04% | −37,000−97.4% | Reduced |
| CSS LLC | 1,000 | $301.2K | 0.02% | −1,000−50.0% | Reduced |
| Thompson Investment Management, Inc. | 1,000 | $301.2K | 0.05% | 00.0% | Unchanged |
| CV Advisors LLC | 1,000 | $301.2K | 0.18% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 1,089 | $300.1K | 0.01% | +1,089 | New |
| BlackDiamond Wealth Management Inc. | 989 | $297.9K | 0.21% | +59+6.3% | Added |
| Fox Hill Wealth Management | 985 | $296.7K | 0.20% | +38+4.0% | Added |
| Patrick M Sweeney & Associates, Inc | 982 | $295.8K | 0.24% | +101+11.5% | Added |
| Foster Group, Inc. | 982 | $295.8K | 0.01% | +982 | New |