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 |
|---|---|---|---|---|---|
| Delta Asset Management LLC | 295 | $88.8K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 285 | $85.8K | 0.04% | +175+159.1% | Added |
| Northwest Capital Management Inc | 283 | $85.2K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 283 | $85.2K | 0.02% | +4+1.4% | Added |
| Cornerstone Planning Group LLC | 309 | $84.6K | 0.03% | −71−18.7% | Reduced |
| Dunhill Financial, LLC | 266 | $80.2K | 0.06% | +12+4.7% | Added |
| JCIC Asset Management Inc. | 264 | $79.5K | 0.03% | +40+17.9% | Added |
| Tower View Investment Management & Research LLC | 260 | $78.3K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 260 | $78.3K | 0.03% | +67+34.7% | Added |
| ZRC Wealth Management, LLC | 259 | $78.0K | 0.04% | −11−4.1% | Reduced |
| Creekmur Asset Management LLC | 255 | $76.8K | 0.03% | +121+90.3% | Added |
| LifeSteps Financial, Inc. | 253 | $76.2K | 0.06% | +253 | New |
| Cherry Tree Wealth Management, LLC | 251 | $75.6K | 0.02% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 246 | $74.1K | 0.05% | +246 | New |
| Armstrong Advisory Group, Inc | 281 | $73.9K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 241 | $72.6K | 0.02% | +59+32.4% | Added |
| Hartford Financial Management Inc. | 235 | $70.8K | 0.01% | −24−9.3% | Reduced |
| Institutional & Family Asset Management, LLC | 231 | $69.6K | 0.01% | −17−6.9% | Reduced |
| Operose Advisors LLC | 231 | $69.6K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 231 | $69.6K | 0.01% | +36+18.5% | Added |
| Pacific Center for Financial Services | 230 | $69.3K | 0.02% | +46+25.0% | Added |
| ORG Partners LLC | 227 | $68.6K | 0.13% | −6,377−96.6% | Reduced |
| CGC Financial Services, LLC | 223 | $67.2K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 213 | $64.2K | 0.00% | −412−65.9% | Reduced |
| McIlrath & Eck, LLC | 208 | $62.6K | 0.01% | +20+10.6% | Added |
| Tidemark, LLC | 203 | $61.1K | 0.03% | −56−21.6% | Reduced |
| Breakwater Investment Management | 200 | $60.2K | 0.03% | +200 | New |
| Belmont Capital, LLC | 198 | $59.6K | 0.02% | +97+96.0% | Added |
| Pingora Partners LLC | 195 | $58.7K | 0.04% | +195 | New |
| Rosenberg Matthew Hamilton | 194 | $58.6K | 0.02% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 193 | $58.1K | 0.09% | 00.0% | Unchanged |
| Peoples Bank | 190 | $57.2K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 185 | $55.7K | 0.03% | −8−4.1% | Reduced |
| Sachetta, LLC | 209 | $55.0K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 179 | $53.9K | 0.01% | +5+2.9% | Added |
| Duncker Streett & Co Inc | 173 | $52.1K | 0.01% | +170+5,666.7% | Added |
| Main Street Group, LTD | 169 | $51.0K | 0.02% | +50+42.0% | Added |
| Macroview Investment Management LLC | 168 | $50.6K | 0.06% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 166 | $50.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 165 | $49.7K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 155 | $46.7K | 0.04% | −7−4.3% | Reduced |
| Friedenthal Financial | 155 | $46.7K | 0.03% | +155 | New |
| Core Alternative Capital | 153 | $46.1K | 0.01% | −753−83.1% | Reduced |
| Slocum, Gordon & Co LLP | 150 | $45.2K | 0.03% | −68−31.2% | Reduced |
| Hoey Investments, Inc | 150 | $45.2K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 150 | $45.2K | 0.02% | +84+127.3% | Added |
| CapitalatWork S.A. | – | $45.0K | 0.00% | – | – |
| GHP Investment Advisors, Inc. | 149 | $44.9K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 141 | $42.5K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 140 | $42.2K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 138 | $41.6K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 136 | $41.0K | 0.01% | −3−2.2% | Reduced |
| Perkins Coie Trust Co | 135 | $40.7K | 0.01% | −29−17.7% | Reduced |
| Pacifica Partners Inc. | 130 | $39.7K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 130 | $39.2K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 126 | $37.9K | 0.02% | −27−17.6% | Reduced |
| First Personal Financial Services | 122 | $36.7K | 0.01% | −108−47.0% | Reduced |
| Colonial Trust Advisors | 121 | $36.4K | 0.00% | +8+7.1% | Added |
| Centennial Bank | 120 | $36.1K | 0.02% | −3−2.4% | Reduced |
| Union Savings Bank | 120 | $36.1K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 117 | $35.2K | 0.03% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 117 | $35.2K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 116 | $34.9K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 115 | $34.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 111 | $33.5K | 0.00% | −55−33.1% | Reduced |
| Cedar Mountain Advisors, LLC | 111 | $33.4K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 109 | $32.8K | 0.03% | 00.0% | Unchanged |
| Red Tortoise LLC | 108 | $32.5K | 0.02% | +108 | New |
| Retirement Group, LLC | 105 | $31.6K | 0.01% | −16−13.2% | Reduced |
| Chesapeake Asset Management LLC | 100 | $30.1K | 0.03% | −101−50.2% | Reduced |
| Tacita Capital Inc | 100 | $30.1K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 92 | $27.7K | 0.00% | +12+15.0% | Added |
| Cohen & Steers, Inc. | 89 | $27.0K | 0.00% | −5−5.3% | Reduced |
| Kelly Financial Services LLC | 89 | $26.8K | 0.01% | +2+2.3% | Added |
| Granite FO LLC | 103 | $26.7K | 0.02% | +14+15.7% | Added |
| Ruedi Wealth Management, Inc. | 86 | $25.9K | 0.01% | +56+186.7% | Added |
| Signature Resources Capital Management, LLC | 97 | $25.5K | 0.02% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 80 | $24.1K | 0.01% | −158−66.4% | Reduced |
| Bear Mountain Capital, Inc. | 86 | $23.8K | 0.01% | −11−11.3% | Reduced |
| Wiser Advisor Group LLC | 77 | $23.2K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 77 | $23.2K | 0.00% | +33+75.0% | Added |
| Knott David M Jr | 77 | $23.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 76 | $22.9K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 75 | $22.6K | 0.01% | −2−2.6% | Reduced |
| Valued Wealth Advisors LLC | 74 | $22.3K | 0.02% | +31+72.1% | Added |
| Bellevue Asset Management, LLC | 70 | $21.1K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 69 | $20.8K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 69 | $20.8K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 68 | $20.5K | 0.00% | +65+2,166.7% | Added |
| Bruce G. Allen Investments, LLC | 68 | $20.5K | 0.02% | −13−16.0% | Reduced |
| FSC Wealth Advisors, LLC | 68 | $20.5K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 67 | $20.2K | 0.01% | −35−34.3% | Reduced |
| Salomon & Ludwin, LLC | 65 | $19.6K | 0.00% | +65 | New |
| Avion Wealth | 63 | $19.0K | 0.01% | +11+21.2% | Added |
| First PREMIER Bank | 63 | $19.0K | 0.01% | +53+530.0% | Added |
| Impact Partnership Wealth, LLC | 63 | $19.0K | 0.01% | −56−47.1% | Reduced |
| Naples Money Management LLC | 63 | $19.0K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 62 | $18.7K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 61 | $18.4K | 0.02% | +61 | New |
| Trust Co | 60 | $18.1K | 0.00% | 00.0% | Unchanged |