Salesforce, Inc.

CRM

Exchange: NYSE
Industry: Services-Prepackaged Software
SEC CIK: 0001108524

SEC filings (opens in a new tab)

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.

Institutional holdersQ1 2024: 2,768 institutions

Value heldQ1 2024: $235.7B

Institutions holding CRM and their total value by quarter
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.

Institutions holding CRM in Q1 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Abacus Planning Group, Inc.	825	$248.5K	0.05%	−528−39.0%	Reduced
Madison Asset Management, LLC	825	$248.5K	0.00%	+825	New
Townsend & Associates, Inc	897	$248.2K	0.03%	+3+0.3%	Added
Washington Trust Bank	821	$247.3K	0.02%	+821	New
Northwest Bancshares, Inc.	819	$246.7K	0.04%	+819	New
Canvas Wealth Advisors, LLC	891	$246.2K	0.08%	+891	New
Source Financial Advisors LLC	816	$245.8K	0.07%	+12+1.5%	Added
Total Clarity Wealth Management, Inc.	815	$245.5K	0.09%	+49+6.4%	Added
Sound Income Strategies, LLC	815	$245.5K	0.02%	+251+44.5%	Added
Colonial Trust Co	812	$244.7K	0.05%	+25+3.2%	Added
Circle Wealth Management, LLC	810	$244.0K	0.01%	−1,779−68.7%	Reduced
Ellsworth Advisors, LLC	828	$243.7K	0.07%	+828	New
Gray Wealth Management Inc.	808	$243.4K	0.11%	00.0%	Unchanged
RHS Financial, LLC	808	$243.4K	0.14%	+808	New
Horizon Bancorp Inc	806	$243.0K	0.12%	+21+2.7%	Added
Apriem Advisors	805	$242.4K	0.03%	−100−11.0%	Reduced
Echo45 Advisors LLC	804	$242.1K	0.17%	+10+1.3%	Added
Jag Capital Management, LLC	803	$241.8K	0.03%	−3−0.4%	Reduced
Cascade Financial Partners, LLC	821	$241.6K	0.03%	+821	New
Hexagon Capital Partners LLC	802	$241.5K	0.05%	−155−16.2%	Reduced
GFS Advisors, LLC	801	$241.0K	0.04%	−19−2.3%	Reduced
Pacitti Group Inc.	798	$240.5K	0.13%	+798	New
HMS Capital Management, LLC	794	$239.1K	0.13%	00.0%	Unchanged
Destination Wealth Management	793	$238.8K	0.01%	+793	New
Mosley Wealth Management	792	$238.5K	0.22%	−42−5.0%	Reduced
TruWealth Advisors, LLC	792	$238.5K	0.02%	00.0%	Unchanged
Cahill Financial Advisors Inc	791	$238.2K	0.03%	+791	New
Meridian Wealth Partners, LLC	789	$237.7K	0.04%	+27+3.5%	Added
Revisor Wealth Management LLC	842	$237.7K	0.11%	+842	New
Breakwater Capital Group	789	$237.6K	0.06%	−16−2.0%	Reduced
Financial Management Professionals, Inc.	785	$237.0K	0.03%	−25−3.1%	Reduced
J. L. Bainbridge & Co., Inc.	785	$236.4K	0.03%	+14+1.8%	Added
Lifestyle Asset Management, Inc.	784	$236.1K	0.14%	+784	New
Fiera Capital Corp	783	$235.8K	0.00%	+783	New
Madrona Financial Services, LLC	782	$235.5K	0.08%	+782	New
Riverwater Partners LLC	780	$234.9K	0.17%	−380−32.8%	Reduced
Gateway Wealth Partners, LLC	779	$234.6K	0.08%	+779	New
Old North State Wealth Management, LLC	779	$234.6K	0.15%	−8,859−91.9%	Reduced
AJOVista, LLC	775	$233.4K	0.63%	00.0%	Unchanged
Sax Wealth Advisors, LLC	775	$233.4K	0.03%	+775	New
Versant Capital Management, Inc	765	$230.4K	0.07%	+47+6.5%	Added
Mitchell Sinkler & Starr	765	$230.4K	0.06%	+765	New
Mechanics Bank Trust Department	765	$230.4K	0.03%	+765	New
SOL Capital Management CO	764	$230.0K	0.03%	−150−16.4%	Reduced
Ethos Financial Group, LLC	761	$230.0K	0.04%	−66−8.0%	Reduced
Element Pointe Advisors, LLC	763	$229.8K	0.06%	−128−14.4%	Reduced
Exchange Bank	759	$228.6K	0.19%	+759	New
Pacific Sun Financial Corp	758	$228.3K	0.13%	+758	New
Tufton Capital Management	758	$228.3K	0.04%	+758	New
Obsidian Personal Planning Solutions LLC	847	$227.8K	0.15%	−33−3.8%	Reduced
Kathmere Capital Management, LLC	755	$227.4K	0.03%	+755	New
Kapitalo Investimentos Ltda	754	$227.1K	0.05%	+561+290.7%	Added
Capital Advisors, Ltd. LLC	753	$227.0K	0.03%	+26+3.6%	Added
St. Louis Trust Co	753	$226.8K	0.04%	+753	New
Cassaday & Co Wealth Management LLC	753	$226.8K	0.01%	+753	New
Triad Wealth Partners, LLC	753	$226.8K	0.17%	+753	New
Souders Financial Advisors	751	$226.2K	0.04%	+751	New
Advanced Asset Management Advisors Inc	750	$225.9K	0.06%	+750	New
Old Port Advisors	749	$225.6K	0.07%	+749	New
McAdam, LLC	747	$225.0K	0.01%	+747	New
M3 Advisory Group, LLC	746	$224.7K	0.20%	+746	New
E&G Advisors, LP	744	$224.1K	0.07%	+744	New
American Trust	740	$222.9K	0.02%	−267−26.5%	Reduced
Pachira Investments Inc.	740	$222.9K	0.18%	+740	New
Hirtle Callaghan & Co LLC	735	$221.4K	0.01%	+735	New
West Paces Advisors Inc.	734	$221.1K	0.06%	00.0%	Unchanged
CCG Wealth Management, LLC	731	$220.2K	0.13%	+731	New
Hoxton Planning & Management, LLC	730	$219.9K	0.11%	+730	New
Summit Asset Management, LLC	729	$219.6K	0.05%	+729	New
Altus Wealth Group LLC	729	$219.6K	0.11%	+729	New
Planning Capital Management Corp	728	$219.3K	0.16%	−181−19.9%	Reduced
Holistic Planning, LLC	724	$218.1K	0.17%	+724	New
Pring Turner Capital Group Inc	722	$217.5K	0.16%	+722	New
Marest Capital, LLC	722	$217.5K	0.20%	+722	New
Affinity Capital Advisors, LLC	721	$217.2K	0.05%	−91−11.2%	Reduced
Holistic Financial Partners	719	$216.5K	0.11%	−100−12.2%	Reduced
Regis Management CO LLC	716	$216.0K	0.07%	+716	New
Mach-1 Financial Group, Inc.	716	$215.6K	0.16%	+716	New
Howe & Rusling Inc	716	$215.6K	0.02%	+716	New
Humankind Investments LLC	713	$214.7K	0.06%	−150−17.4%	Reduced
Montz Harcus Wealth Management LLC	713	$214.7K	0.15%	+713	New
Safeguard Investment Advisory Group, LLC	709	$213.5K	0.07%	+709	New
Financial Management Network Inc	725	$213.3K	0.05%	+725	New
Sather Financial Group Inc	708	$213.2K	0.02%	+708	New
GSB Wealth Management, LLC	708	$213.1K	0.06%	+708	New
Journey Strategic Wealth LLC	705	$212.3K	0.01%	+705	New
Athena Investment Management	705	$212.3K	0.13%	+705	New
Full Sail Capital, LLC	704	$212.0K	0.01%	+704	New
Apeiron RIA LLC	702	$211.4K	0.06%	−306−30.4%	Reduced
Talisman Wealth Advisors LLC	702	$211.4K	0.27%	+702	New
Blume Capital Management, Inc.	700	$210.8K	0.05%	00.0%	Unchanged
Union Investments & Development Ltd.	700	$210.8K	0.96%	00.0%	Unchanged
JMG Financial Group, Ltd.	700	$210.8K	0.01%	+700	New
Sustainable Insight Capital Management, LLC	699	$210.5K	0.15%	−200−22.2%	Reduced
Alterna Wealth Management, Inc	698	$210.2K	0.21%	+698	New
Hemington Wealth Management	696	$210.0K	0.08%	+696	New
REDW Wealth LLC	697	$209.9K	0.06%	+697	New
Arvest Investments, Inc.	696	$209.6K	0.03%	−25−3.5%	Reduced
Vigilare Wealth Management	695	$209.3K	0.10%	−1,450−67.6%	Reduced
NCM Capital Management, LLC	695	$209.3K	0.12%	+695	New