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; 2,491 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, Q3 2024

Institutional positions in Salesforce, Inc. as of Sep 30, 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: 2,657; +57 vs. Q2 2024
Shares held: 764.3M; +65.8M (+9.4%) vs. Q2 2024
Total value: $209.1B; +$29.6B (+16.5%) vs. Q2 2024
New holders: 217; 1,140 more added
Sold out: 160; 1,014 more reduced

30 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 holdersQ3 2024: 2,657 institutions

Value heldQ3 2024: $209.1B

Institutions holding CRM and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,491	$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, Q3 2024

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2024.

Institutions holding CRM in Q3 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Dogwood Wealth Management LLC	0	$34	0.00%	0	Unchanged
Koesten, Hirschmann & Crabtree, INC.	1	$275	0.00%	00.0%	Unchanged
SYSTM Wealth Solutions LLC	2	$548	0.02%	−243−99.2%	Reduced
PEAK6 Investments LLC	2	$676	0.00%	−98,215−100.0%	Reduced
Insight Financial Services	3	$821	0.00%	00.0%	Unchanged
Perritt Capital Management Inc	5	$1.37K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	6	$1.64K	0.00%	00.0%	Unchanged
DAGCO, Inc.	7	$1.92K	0.00%	−2,500−99.7%	Reduced
Mattson Financial Services, LLC	8	$2.06K	0.00%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	8	$2.19K	0.00%	+8	New
Twin Lakes Capital Management, LLC	8	$2.20K	0.00%	00.0%	Unchanged
JDM Financial Group LLC	9	$2.46K	0.00%	+9	New
Mendota Financial Group, LLC	9	$2.46K	0.00%	+2+28.6%	Added
Ritter Daniher Financial Advisory LLC	10	$2.74K	0.00%	00.0%	Unchanged
Sanctuary Wealth Management, L.L.C.	13	$3.56K	0.00%	00.0%	Unchanged
Westend Capital Management, LLC	14	$3.83K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	15	$4.00K	0.00%	00.0%	Unchanged
Keener Financial Planning LLC	15	$4.00K	0.00%	00.0%	Unchanged
FPC Investment Advisory, Inc.	15	$4.27K	0.00%	00.0%	Unchanged
Lummis Asset Management, LP	16	$4.38K	0.01%	+2+14.3%	Added
HHM Wealth Advisors, LLC	17	$4.65K	0.00%	−16−48.5%	Reduced
WFA of San Diego, LLC	17	$4.65K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	17	$4.65K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	18	$4.93K	0.00%	00.0%	Unchanged
Claris Advisors, LLC	18	$4.93K	0.00%	+18	New
Rogco, LP	18	$4.93K	0.00%	+18	New
HighMark Wealth Management LLC	19	$5.20K	0.00%	−1−5.0%	Reduced
Riggs Asset Managment Co. Inc.	19	$5.20K	0.00%	+1+5.6%	Added
Toth Financial Advisory Corp	20	$5.47K	0.00%	+14+233.3%	Added
TruNorth Capital Management, LLC	21	$5.75K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	22	$6.02K	0.00%	00.0%	Unchanged
PayPay Securities Corp	24	$6.57K	0.58%	+5+26.3%	Added
Moisand Fitzgerald Tamayo, LLC	25	$6.84K	0.00%	00.0%	Unchanged
Provenance Wealth Advisors, LLC	25	$6.84K	0.00%	00.0%	Unchanged
Christopher J. Hasenberg, Inc	24	$7.00K	0.00%	00.0%	Unchanged
Bollard Group LLC	25	$7.00K	0.00%	00.0%	Unchanged
TD Capital Management LLC	26	$7.12K	0.00%	+17+188.9%	Added
Old Second National Bank of Aurora	31	$8.48K	0.00%	00.0%	Unchanged
Gold Investment Management Ltd.	31	$8.48K	0.00%	00.0%	Unchanged
Hobbs Group Advisors, LLC	32	$8.76K	0.00%	00.0%	Unchanged
New Age Alpha Advisors, LLC	35	$9.58K	0.01%	00.0%	Unchanged
Robinswood Financial LLC	35	$9.58K	0.00%	00.0%	Unchanged
Anfield Capital Management, LLC	37	$10.1K	0.00%	+25+208.3%	Added
Atticus Wealth Management, LLC	37	$10.1K	0.00%	−10−21.3%	Reduced
Criterion Capital Advisors, LLC	42	$10.8K	0.01%	00.0%	Unchanged
Centennial Bank	40	$10.9K	0.01%	−65−61.9%	Reduced
Morton Brown Family Wealth, LLC	42	$11.5K	0.00%	00.0%	Unchanged
Uncommon Cents Investing LLC	42	$11.5K	0.00%	+42	New
Hoey Investments, Inc	45	$11.6K	0.00%	00.0%	Unchanged
Cohen & Steers, Inc.	44	$12.0K	0.00%	−45−50.6%	Reduced
Coston, McIsaac & Partners	47	$12.0K	0.00%	00.0%	Unchanged
HBC Financial Services, PLLC	43	$12.0K	0.01%	+43	New
New England Capital Financial Advisors LLC	45	$12.4K	0.01%	00.0%	Unchanged
Arlington Trust Co LLC	47	$12.9K	0.00%	00.0%	Unchanged
PrairieView Partners, LLC	50	$13.0K	0.00%	00.0%	Unchanged
Evolution Advisers, Inc.	50	$13.0K	0.01%	00.0%	Unchanged
Macroview Investment Management LLC	48	$13.2K	0.01%	00.0%	Unchanged
Carmichael Hill & Associates, Inc.	49	$13.4K	0.00%	+25+104.2%	Added
Legacy Bridge, LLC	50	$13.7K	0.01%	00.0%	Unchanged
Mechanics Financial Corp	50	$13.7K	0.01%	00.0%	Unchanged
Redmont Wealth Advisors LLC	50	$13.7K	0.02%	00.0%	Unchanged
Fairfield Financial Advisors, LTD	50	$13.7K	0.00%	00.0%	Unchanged
Vermillion & White Wealth Management Group, LLC	51	$14.0K	0.01%	00.0%	Unchanged
Castleview Partners, LLC	53	$14.5K	0.01%	−2,585−98.0%	Reduced
Park Circle Co	54	$14.8K	0.01%	00.0%	Unchanged
Carolina Wealth Advisors, LLC	55	$15.1K	0.01%	+29+111.5%	Added
NewSquare Capital LLC	58	$15.9K	0.00%	−17,350−99.7%	Reduced
PFS Partners, LLC	58	$15.9K	0.01%	00.0%	Unchanged
Naples Money Management LLC	60	$16.4K	0.01%	−3−4.8%	Reduced
Trust Co	60	$16.4K	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	61	$16.7K	0.01%	−88−59.1%	Reduced
LFA - Lugano Financial Advisors SA	62	$17.0K	0.01%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	67	$18.3K	0.00%	00.0%	Unchanged
Costello Asset Management, INC	69	$18.9K	0.01%	00.0%	Unchanged
Bellevue Asset Management, LLC	70	$19.2K	0.01%	00.0%	Unchanged
Proffitt & Goodson Inc	71	$19.4K	0.00%	+7+10.9%	Added
Pineridge Advisors LLC	75	$20.5K	0.01%	00.0%	Unchanged
Peterson Financial Group, Inc.	75	$20.5K	0.08%	+75	New
Sugarloaf Wealth Management, LLC	76	$20.8K	0.00%	00.0%	Unchanged
Knott David M Jr	77	$21.0K	0.01%	00.0%	Unchanged
Wiser Advisor Group LLC	77	$21.1K	0.03%	−1−1.3%	Reduced
Legacy Investment Solutions, LLC	63	$21.5K	0.01%	+63	New
Legacy Wealth Managment, LLC	63	$21.5K	0.01%	+63	New
Bruce G. Allen Investments, LLC	81	$22.2K	0.02%	00.0%	Unchanged
Disciplina Capital Management LLC	81	$22.2K	0.00%	+81	New
Caitlin John, LLC	67	$22.9K	0.01%	−86−56.2%	Reduced
DiNuzzo Private Wealth, Inc.	84	$23.0K	0.00%	+44+110.0%	Added
Islay Capital Management, LLC	85	$23.3K	0.02%	00.0%	Unchanged
Optiver Holding B.V.	88	$24.1K	0.00%	−7,089−98.8%	Reduced
Tradewinds Capital Management, LLC	89	$24.4K	0.01%	−93−51.1%	Reduced
Capula Management Ltd	90	$24.6K	0.00%	+90	New
NCP Inc.	91	$24.9K	0.01%	00.0%	Unchanged
Voisard Asset Management Group, Inc.	93	$25.5K	0.01%	+24+34.8%	Added
Valued Wealth Advisors LLC	93	$25.5K	0.02%	+13+16.3%	Added
Rosenberg Matthew Hamilton	94	$25.7K	0.01%	00.0%	Unchanged
Avion Wealth	95	$26.0K	0.01%	−1−1.0%	Reduced
Signature Resources Capital Management, LLC	97	$26.6K	0.02%	00.0%	Unchanged
Piscataqua Savings Bank	100	$27.4K	0.02%	00.0%	Unchanged
Tacita Capital Inc	100	$27.4K	0.02%	00.0%	Unchanged
Infrastructure Capital Advisors, LLC	100	$27.4K	0.00%	+100	New