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 |
|---|---|---|---|---|---|
| Epiq Partners, LLC | 979 | $294.9K | 0.20% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 977 | $294.4K | 0.00% | −7−0.7% | Reduced |
| Focused Wealth Management, Inc | 977 | $294.3K | 0.05% | +120+14.0% | Added |
| Reuter James Wealth Management, LLC | 970 | $292.1K | 0.20% | −20−2.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 970 | $292.1K | 0.07% | −14−1.4% | Reduced |
| Account Management LLC | 970 | $292.1K | 0.32% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 1,064 | $291.3K | 0.19% | +1,064 | New |
| Summit Wealth Group, LLC | 965 | $291.0K | 0.20% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 1,057 | $290.9K | 0.13% | +201+23.5% | Added |
| Consilio Wealth Advisors, LLC | 964 | $290.3K | 0.14% | +68+7.6% | Added |
| Aquatic Capital Management LLC | 960 | $289.1K | 0.01% | +960 | New |
| North Star Asset Management Inc | 959 | $288.9K | 0.01% | +959 | New |
| Scissortail Wealth Management, LLC | 959 | $288.8K | 0.08% | −2,440−71.8% | Reduced |
| Smith Anglin Financial, LLC | 959 | $288.8K | 0.03% | −10−1.0% | Reduced |
| Clifford Group, LLC | 957 | $288.2K | 0.24% | 00.0% | Unchanged |
| MJP Associates Inc | 955 | $287.6K | 0.06% | +955 | New |
| Claret Asset Management Corp | 949 | $286.0K | 0.05% | +72+8.2% | Added |
| Covestor Ltd | 950 | $286.0K | 0.18% | +131+16.0% | Added |
| Intrepid Financial Planning Group LLC | 948 | $285.5K | 0.12% | 00.0% | Unchanged |
| Garner Asset Management Corp | 944 | $284.0K | 0.14% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 942 | $283.7K | 0.00% | 00.0% | Unchanged |
| Mendel Money Management | 940 | $283.1K | 0.13% | +170+22.1% | Added |
| Beacon Capital Management, LLC | 939 | $282.8K | 0.06% | +147+18.6% | Added |
| Elk River Wealth Management, LLC | 937 | $282.6K | 0.06% | +937 | New |
| Adapt Wealth Advisors, LLC | 938 | $282.5K | 0.20% | +938 | New |
| Willis Johnson & Associates, Inc. | 937 | $282.3K | 0.02% | +168+21.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 937 | $282.2K | 0.07% | +22+2.4% | Added |
| Tempus Wealth Planning, LLC | 937 | $282.2K | 0.12% | +50+5.6% | Added |
| GoalVest Advisory LLC | 932 | $280.7K | 0.09% | +622+200.6% | Added |
| 1858 Wealth Management, LLC | 1,065 | $280.2K | 0.27% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 929 | $279.8K | 0.02% | −5−0.5% | Reduced |
| May Barnhard Investments LLC | 928 | $279.5K | 0.14% | +39+4.4% | Added |
| BlueCrest Capital Management Ltd | 927 | $279.2K | 0.07% | −3,732−80.1% | Reduced |
| Forza Wealth Management, LLC | 925 | $278.6K | 0.14% | 00.0% | Unchanged |
| McDonald Partners LLC | 924 | $278.3K | 0.08% | −35−3.6% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 924 | $278.3K | 0.05% | +152+19.7% | Added |
| Capital Asset Advisory Services LLC | 920 | $277.8K | 0.02% | −63−6.4% | Reduced |
| W.H. Cornerstone Investments Inc. | 921 | $277.0K | 0.20% | −135−12.8% | Reduced |
| McLean Asset Management Corp | 915 | $276.7K | 0.09% | +13+1.4% | Added |
| Motive Wealth Advisors | 918 | $276.5K | 0.17% | +918 | New |
| Eudaimonia Partners, LLC | 917 | $276.2K | 0.07% | −4−0.4% | Reduced |
| JGP Wealth Management, LLC | 915 | $275.6K | 0.04% | −16−1.7% | Reduced |
| Cladis Investment Advisory, LLC | 913 | $275.0K | 0.20% | +38+4.3% | Added |
| Bank of Stockton | 913 | $275.0K | 0.08% | +913 | New |
| Astoria Portfolio Advisors LLC. | 1,005 | $274.4K | 0.11% | +1,005 | New |
| Leavell Investment Management, Inc. | 910 | $274.0K | 0.02% | +910 | New |
| Elevatus Welath Management | 907 | $273.2K | 0.11% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 905 | $273.0K | 0.02% | +100+12.4% | Added |
| Morris Retirement Advisors, LLC | 904 | $272.3K | 0.16% | −22−2.4% | Reduced |
| Precedent Wealth Partners, LLC | 904 | $272.3K | 0.12% | 00.0% | Unchanged |
| Seeds Investor LLC | 903 | $272.0K | 0.25% | +903 | New |
| Front Row Advisors LLC | 897 | $270.5K | 0.10% | +97+12.1% | Added |
| Aire Advisors, LLC | 894 | $269.8K | 0.06% | +8+0.9% | Added |
| Modern Wealth Management, LLC | 891 | $268.4K | 0.02% | +891 | New |
| Manchester Capital Management LLC | 888 | $267.4K | 0.03% | +106+13.6% | Added |
| Mma Asset Management LLC | 955 | $266.5K | 0.13% | +20+2.1% | Added |
| Burke & Herbert Bank & Trust Co | 883 | $265.9K | 0.20% | −3−0.3% | Reduced |
| Westover Capital Advisors, LLC | 882 | $265.6K | 0.08% | +94+11.9% | Added |
| Welch Group, LLC | 881 | $265.3K | 0.01% | −23−2.5% | Reduced |
| Acorn Creek Capital LLC | 881 | $265.3K | 0.17% | −21−2.3% | Reduced |
| Thrive Capital Management, LLC | 881 | $265.3K | 0.14% | −1,095−55.4% | Reduced |
| TFC Financial Management | 880 | $265.0K | 0.05% | +5+0.6% | Added |
| Security National Bank of So Dak | 879 | $264.7K | 0.16% | −9−1.0% | Reduced |
| Fairview Capital Investment Management, LLC | 879 | $264.7K | 0.01% | +879 | New |
| CRA Financial Services, LLC | 875 | $263.5K | 0.06% | +18+2.1% | Added |
| Blossom Wealth Management | 873 | $262.9K | 0.63% | −15−1.7% | Reduced |
| Tower Wealth Partners, Inc. | 870 | $262.0K | 0.17% | +17+2.0% | Added |
| Alera Investment Advisors, LLC | 870 | $262.0K | 0.04% | +99+12.8% | Added |
| Marshall Financial Group LLC | 861 | $259.3K | 0.07% | +861 | New |
| Prairie Wealth Advisors, Inc. | 859 | $259.0K | 0.12% | +859 | New |
| Hutchens & Kramer Investment Management Group, LLC | 856 | $258.7K | 0.15% | +48+5.9% | Added |
| LongView Wealth Management | 858 | $258.4K | 0.10% | −23−2.6% | Reduced |
| Keyes, Stange & Wooten Wealth Management, LLC | 858 | $258.4K | 0.23% | −16−1.8% | Reduced |
| Allen Capital Group, LLC | 857 | $258.1K | 0.04% | −66−7.2% | Reduced |
| Pioneer Wealth Management Group | 856 | $257.8K | 0.15% | −63−6.9% | Reduced |
| Wealth Effects LLC | 855 | $257.5K | 0.09% | −30−3.4% | Reduced |
| Rise Advisors, LLC | 854 | $257.2K | 0.14% | +494+137.2% | Added |
| Monticello Wealth Management, LLC | 853 | $256.9K | 0.02% | −116−12.0% | Reduced |
| Everett Harris & Co | 852 | $256.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 851 | $256.3K | 0.04% | −268−23.9% | Reduced |
| ABLE Financial Group, LLC | 850 | $256.0K | 0.10% | +65+8.3% | Added |
| My Personal CFO, LLC | 849 | $255.7K | 0.15% | +35+4.3% | Added |
| Stegent Equity Advisors, Inc. | 848 | $255.4K | 0.26% | +848 | New |
| Onyx Bridge Wealth Group LLC | 929 | $254.9K | 0.05% | +80+9.4% | Added |
| Quantum Financial Advisors, LLC | 841 | $253.3K | 0.05% | −5−0.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 840 | $253.0K | 0.03% | −303−26.5% | Reduced |
| Pure Financial Advisors, Inc. | 840 | $252.9K | 0.01% | +27+3.3% | Added |
| Warren Street Wealth Advisors, LLC | 839 | $252.7K | 0.13% | +68+8.8% | Added |
| Archvest Wealth Advisors, Inc. | 836 | $252.7K | 0.18% | 00.0% | Unchanged |
| Community Bank, N.A. | 839 | $252.7K | 0.03% | +525+167.2% | Added |
| Grimes & Company, Inc. | 838 | $252.5K | 0.01% | −1−0.1% | Reduced |
| Round Rock Advisors, LLC | 837 | $252.1K | 0.06% | +837 | New |
| Fort, L.P. | 835 | $251.5K | 0.63% | +835 | New |
| Forte Capital LLC | 833 | $250.9K | 0.03% | +833 | New |
| 49 Wealth Management, LLC | 829 | $250.6K | 0.05% | +14+1.7% | Added |
| Abacus Wealth Partners, LLC | 831 | $250.3K | 0.04% | +831 | New |
| USA Financial Portformulas Corp | 829 | $249.7K | 0.04% | −5,140−86.1% | Reduced |
| Sittner & Nelson, LLC | 828 | $249.4K | 0.13% | +100+13.7% | Added |
| First Foundation Advisors | 828 | $249.4K | 0.01% | +228+38.0% | Added |
| Liberty Wealth Management LLC | 824 | $249.0K | 0.05% | −49−5.6% | Reduced |