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; 2,492 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
- 2,769
- +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
- 1,121 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 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $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 |
|---|---|---|---|---|---|
| NFJ Investment Group, LLC | 22,188 | $6.68M | 0.18% | +13,350+151.1% | Added |
| Siemens Fonds Invest GmbH | 22,147 | $6.67M | 0.51% | −1,019−4.4% | Reduced |
| Plimoth Trust Co LLC | 22,143 | $6.67M | 1.78% | +496+2.3% | Added |
| Mission Wealth Management, LP | 22,082 | $6.65M | 0.18% | +10,820+96.1% | Added |
| Linden Thomas Advisory Services, LLC | 21,978 | $6.62M | 1.06% | +1,262+6.1% | Added |
| Citizens Financial Group Inc | 21,970 | $6.62M | 0.22% | +17,457+386.8% | Added |
| KMG Fiduciary Partners, LLC | 21,936 | $6.61M | 0.68% | +4,344+24.7% | Added |
| Castleark Management LLC | 21,929 | $6.60M | 0.27% | +21,929 | New |
| Principal Securities, Inc. | 21,917 | $6.60M | 0.21% | +9,787+80.7% | Added |
| Checchi Capital Advisers, LLC | 21,830 | $6.57M | 0.51% | +357+1.7% | Added |
| Ardsley Advisory Partners LP | 21,800 | $6.57M | 0.94% | +10,525+93.3% | Added |
| Marex Group plc | 21,602 | $6.51M | 0.21% | +21,602 | New |
| FDx Advisors, Inc. | 21,600 | $6.50M | 0.99% | −12,586−36.8% | Reduced |
| Icon Wealth Advisors, LLC | 21,591 | $6.50M | 0.60% | −553−2.5% | Reduced |
| Roanoke Asset Management Corp | 21,590 | $6.50M | 2.13% | −30−0.1% | Reduced |
| Palo DS Manager LLC | 21,486 | $6.47M | 3.38% | 00.0% | Unchanged |
| Hyman Charles D | 21,479 | $6.47M | 0.36% | +20+0.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 22,376 | $6.46M | 2.55% | +250+1.1% | Added |
| Diversify Advisory Services, LLC | 21,324 | $6.45M | 0.38% | +21,324 | New |
| IMC-Chicago, LLC | 21,297 | $6.41M | 0.22% | +21,297 | New |
| Meritage Portfolio Management | 21,293 | $6.41M | 0.41% | −1,374−6.1% | Reduced |
| St Germain D J Co Inc | 21,286 | $6.41M | 0.31% | +178+0.8% | Added |
| RB Capital Management, LLC | 21,237 | $6.40M | 1.71% | +201+1.0% | Added |
| De Burlo Group Inc | 21,144 | $6.37M | 0.85% | −2,835−11.8% | Reduced |
| Sowell Financial Services LLC | 21,028 | $6.34M | 0.30% | +1,632+8.4% | Added |
| Foundations Investment Advisors, LLC | 21,026 | $6.33M | 0.17% | +3,653+21.0% | Added |
| Apollon Wealth Management, LLC | 20,994 | $6.32M | 0.20% | +2,443+13.2% | Added |
| Pioneer Trust Bank N A | 20,905 | $6.30M | 1.75% | +1,315+6.7% | Added |
| Trust Co of Kansas | 20,897 | $6.29M | 3.43% | −117−0.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 20,851 | $6.28M | 0.69% | +15,278+274.1% | Added |
| Once Capital Management, LLC | 20,800 | $6.26M | 3.66% | 00.0% | Unchanged |
| Veriti Management LLC | 20,704 | $6.24M | 0.46% | +1,836+9.7% | Added |
| Partners Capital Investment Group, LLP | 20,652 | $6.22M | 0.17% | −23,584−53.3% | Reduced |
| Dynamic Advisor Solutions LLC | 20,650 | $6.22M | 0.21% | −6,514−24.0% | Reduced |
| Empowered Funds, LLC | 20,566 | $6.19M | 0.11% | −6,750−24.7% | Reduced |
| Artisan Partners Limited Partnership | 20,522 | $6.18M | 0.01% | +20,522 | New |
| Boston Private Wealth LLC | 20,515 | $6.18M | 0.14% | −1,354−6.2% | Reduced |
| D L Carlson Investment Group Inc | 20,499 | $6.17M | 1.21% | −313−1.5% | Reduced |
| Vision Capital Management, Inc. | 20,447 | $6.16M | 0.92% | −2,278−10.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 20,440 | $6.16M | 2.27% | −1,317−6.1% | Reduced |
| Atom Investors LP | 20,425 | $6.15M | 0.77% | +10,288+101.5% | Added |
| V-Square Quantitative Management LLC | 20,405 | $6.15M | 1.03% | +3,919+23.8% | Added |
| Bridge Creek Capital Management LLC | 20,374 | $6.14M | 1.97% | −229−1.1% | Reduced |
| Cullen Investment Group, Ltd. | 20,015 | $6.08M | 0.96% | −114−0.6% | Reduced |
| Brown Brothers Harriman & Co | 20,143 | $6.07M | 0.05% | −2,023−9.1% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $6.06M | 2.20% | 00.0% | Unchanged |
| Petredis Investment Advisors LLC | 20,109 | $6.06M | 0.73% | +305+1.5% | Added |
| AMS Capital Ltda | 20,090 | $6.05M | 1.66% | +20,090 | New |
| Bailard, Inc. | 20,070 | $6.04M | 0.17% | +476+2.4% | Added |
| Allworth Financial LP | 20,029 | $6.03M | 0.04% | +4,834+31.8% | Added |
| Eastover Investment Advisors LLC | 20,011 | $6.03M | 2.96% | +14,076+237.2% | Added |
| Alight Capital Management LP | 20,000 | $6.02M | 1.91% | −20,000−50.0% | Reduced |
| Greater Midwest Financial Group, LLC | 19,923 | $6.00M | 3.76% | +7,287+57.7% | Added |
| Patton Fund Management, Inc. | 19,731 | $5.94M | 1.08% | −2,690−12.0% | Reduced |
| Elite Wealth Management, Inc. | 19,702 | $5.93M | 1.44% | −1,739−8.1% | Reduced |
| Adviser Investments LLC | 19,668 | $5.92M | 0.08% | +2,019+11.4% | Added |
| Iowa State Bank | 19,616 | $5.91M | 1.31% | −2,448−11.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 19,533 | $5.88M | 0.40% | −587−2.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,511 | $5.88M | 0.27% | +1,265+6.9% | Added |
| Concurrent Investment Advisors, LLC | 45,419 | $5.87M | 0.24% | −1,654−3.5% | Reduced |
| Bouvel Investment Partners, LLC | 19,495 | $5.87M | 2.54% | −89−0.5% | Reduced |
| NorthRock Partners, LLC | 19,428 | $5.86M | 0.23% | +1,819+10.3% | Added |
| M. Kulyk & Associates, LLC | 19,416 | $5.85M | 1.36% | −2,593−11.8% | Reduced |
| Univest Financial Corp | 19,337 | $5.82M | 1.64% | +2,984+18.2% | Added |
| Caldwell Trust Co | 19,333 | $5.82M | 0.68% | +640+3.4% | Added |
| Peapack Gladstone Financial Corp | 19,254 | $5.80M | 0.09% | −417−2.1% | Reduced |
| Meridian Wealth Advisors, LLC | 19,219 | $5.79M | 1.09% | +537+2.9% | Added |
| Horizon Investments, LLC | 19,202 | $5.78M | 0.15% | +406+2.2% | Added |
| Garde Capital, Inc. | 19,200 | $5.78M | 0.40% | −453−2.3% | Reduced |
| Engineers Gate Manager LP | 19,117 | $5.76M | 0.15% | +15,850+485.2% | Added |
| Chemung Canal Trust Co | 19,006 | $5.72M | 1.11% | −322−1.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 19,004 | $5.72M | 0.38% | +12,038+172.8% | Added |
| Signaturefd, LLC | 18,985 | $5.72M | 0.12% | +862+4.8% | Added |
| Miracle Mile Advisors, LLC | 18,946 | $5.71M | 0.14% | −158−0.8% | Reduced |
| Chiron Investment Management, LLC | 18,945 | $5.71M | 2.47% | +18,945 | New |
| Sawyer & Company, Inc | 18,785 | $5.66M | 2.26% | −232−1.2% | Reduced |
| First Horizon Advisors, Inc. | 18,768 | $5.65M | 0.17% | −7,010−27.2% | Reduced |
| Gladstone Institutional Advisory LLC | 18,749 | $5.65M | 0.31% | −741−3.8% | Reduced |
| CAPROCK Group, Inc. | 18,680 | $5.63M | 0.32% | +531+2.9% | Added |
| Zions Bancorporation, N.A. | 18,696 | $5.63M | 0.41% | −81−0.4% | Reduced |
| HB Wealth Management, LLC | 18,674 | $5.62M | 0.07% | +4,911+35.7% | Added |
| Wahed Invest LLC | 18,640 | $5.61M | 1.28% | +2,544+15.8% | Added |
| SFMG, LLC | 18,629 | $5.61M | 0.48% | −10.0% | Reduced |
| Bray Capital Advisors | 18,601 | $5.60M | 1.42% | −35−0.2% | Reduced |
| Parsons Capital Management Inc | 18,588 | $5.60M | 0.38% | −506−2.7% | Reduced |
| L & S Advisors Inc | 18,503 | $5.57M | 0.63% | −11,132−37.6% | Reduced |
| Thoroughbred Financial Services, LLC | 18,451 | $5.56M | 0.53% | −4,023−17.9% | Reduced |
| Nwam LLC | 20,011 | $5.55M | 0.45% | +18,000+895.1% | Added |
| GAM Holding AG | 18,385 | $5.54M | 0.40% | +18,385 | New |
| Independent Financial Group, LLC | 18,384 | $5.54M | 0.25% | −174−0.9% | Reduced |
| SeaBridge Investment Advisors LLC | 18,263 | $5.50M | 1.45% | +79+0.4% | Added |
| Oak Associates, Ltd | 18,210 | $5.48M | 0.38% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 18,035 | $5.48M | 1.36% | +151+0.8% | Added |
| Wealth Advisors of Tampa Bay, LLC | 18,203 | $5.48M | 2.60% | −927−4.8% | Reduced |
| Gifford Fong Associates | 18,009 | $5.42M | 1.50% | −10,577−37.0% | Reduced |
| Maytus Capital Management, LLC | 18,000 | $5.42M | 2.30% | −7,000−28.0% | Reduced |
| Alyeska Investment Group, L.P. | 17,980 | $5.42M | 0.03% | +17,980 | New |
| Mirabaud & Cie SA | 17,934 | $5.40M | 1.91% | −7,561−29.7% | Reduced |
| Beck Capital Management, LLC | 17,897 | $5.39M | 1.55% | +13+0.1% | Added |
| Woodmont Investment Counsel LLC | 17,896 | $5.39M | 0.45% | +20+0.1% | Added |