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, 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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 3,030 | $829.3K | 0.12% | −35−1.1% | Reduced |
| Corvex Management LP | 3,032 | $829.9K | 0.03% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 3,034 | $830.5K | 0.01% | +377+14.2% | Added |
| Meadow Creek Wealth Advisors LLC | 3,036 | $831.0K | 0.66% | −62−2.0% | Reduced |
| Catalina Capital Group, LLC | 3,042 | $832.6K | 0.28% | +689+29.3% | Added |
| Cyr Financial Inc. | 3,056 | $836.3K | 0.78% | −84−2.7% | Reduced |
| Strait & Sound Wealth Management LLC | 3,060 | $837.7K | 0.41% | −539−15.0% | Reduced |
| Lingohr & Partner Asset Management GmbH | 3,065 | $839.0K | 2.03% | +1,003+48.6% | Added |
| Prana Capital Management, LP | 3,067 | $839.5K | 0.04% | −4,288−58.3% | Reduced |
| Mather Group, LLC. | 3,069 | $840.0K | 0.01% | −669−17.9% | Reduced |
| Simplicity Wealth,LLC | 3,069 | $840.3K | 0.08% | −25,519−89.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 3,065 | $841.0K | 0.39% | +126+4.3% | Added |
| Retireful, LLC | 3,073 | $841.1K | 0.62% | +3,073 | New |
| TFG Advisers LLC | 3,075 | $841.6K | 0.30% | +163+5.6% | Added |
| Colonial River Wealth Management, LLC | 3,085 | $844.4K | 0.42% | −4,916−61.4% | Reduced |
| Ecofi Investissements SA | 3,800 | $848.2K | 0.56% | +50+1.3% | Added |
| Kensington Investment Counsel, LLC | 3,104 | $849.6K | 0.35% | +141+4.8% | Added |
| Harbour Investments, Inc. | 3,107 | $850.4K | 0.03% | −40−1.3% | Reduced |
| First National Bank | 3,124 | $855.1K | 0.59% | −38−1.2% | Reduced |
| Marcum Wealth, LLC | 3,129 | $856.3K | 0.08% | +114+3.8% | Added |
| Motiv8 Investments LLC | 3,136 | $858.4K | 0.58% | +711+29.3% | Added |
| Alpha Cubed Investments, LLC | 3,139 | $859.2K | 0.04% | −177−5.3% | Reduced |
| Canandaigua National Trust Co of Florida | 3,145 | $860.8K | 0.74% | +3,145 | New |
| EPIQ Capital Group, LLC | 3,142 | $861.2K | 0.25% | +108+3.6% | Added |
| Capital Management Associates | 3,150 | $862.2K | 0.96% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3,161 | $865.2K | 0.86% | +3,161 | New |
| Probity Advisors, Inc. | 3,163 | $865.7K | 0.17% | +184+6.2% | Added |
| Correct Capital Wealth Management | 3,169 | $867.4K | 0.19% | +218+7.4% | Added |
| Savvy Advisors, Inc. | 3,183 | $871.3K | 0.18% | +517+19.4% | Added |
| Cromwell Holdings LLC | 3,188 | $873.9K | 0.56% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 3,213 | $879.5K | 0.20% | +150+4.9% | Added |
| Americana Partners, LLC | 3,216 | $880.3K | 0.06% | −3,283−50.5% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,227 | $883.3K | 0.48% | −173−5.1% | Reduced |
| Twin City Private Wealth, LLC | 3,224 | $883.8K | 0.77% | +874+37.2% | Added |
| Facet Wealth, Inc. | 3,001 | $884.3K | 0.03% | +1,944+183.9% | Added |
| New Millennium Group LLC | 3,233 | $885.0K | 0.57% | +3,229+80,725.0% | Added |
| Wolff Wiese Magana LLC | 3,235 | $885.5K | 0.61% | +42+1.3% | Added |
| Roman Butler Fullerton & Co | 3,073 | $886.2K | 0.27% | −16−0.5% | Reduced |
| Visionary Wealth Advisors | 3,239 | $886.5K | 0.05% | +86+2.7% | Added |
| Monetary Management Group Inc | 3,240 | $886.8K | 0.23% | −125−3.7% | Reduced |
| Principal Street Partners, LLC | 3,297 | $890.6K | 0.15% | +34+1.0% | Added |
| Roberts Capital Advisors, LLC | 3,262 | $892.8K | 0.76% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 3,262 | $892.9K | 0.19% | −8,318−71.8% | Reduced |
| Calamos Wealth Management LLC | 3,264 | $893.4K | 0.05% | +11+0.3% | Added |
| WBI Investments | 3,278 | $897.2K | 0.22% | +3,278 | New |
| Oxford Wealth Group, LLC | 3,279 | $897.5K | 0.73% | −1,040−24.1% | Reduced |
| Garden State Investment Advisory Services LLC | 3,274 | $897.6K | 0.29% | +717+28.0% | Added |
| Burford Brothers, Inc. | 3,291 | $900.8K | 0.47% | +363+12.4% | Added |
| Accurate Wealth Management, LLC | 3,123 | $901.0K | 0.18% | +881+39.3% | Added |
| Staley Capital Advisers Inc | 3,305 | $904.6K | 0.04% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,323 | $909.7K | 0.06% | +221+7.1% | Added |
| Formidable Asset Management, LLC | 3,334 | $912.5K | 0.15% | −305−8.4% | Reduced |
| Prossimo Advisors, LLC | 3,334 | $913.0K | 0.67% | +73+2.2% | Added |
| Gryphon Financial Partners LLC | 3,345 | $915.4K | 0.12% | −139−4.0% | Reduced |
| Great Diamond Partners, LLC | 3,349 | $916.7K | 0.23% | −1,223−26.7% | Reduced |
| Ironwood Investment Counsel, LLC | 3,366 | $921.4K | 0.15% | −19−0.6% | Reduced |
| David J Yvars Group | 3,380 | $925.1K | 0.57% | −13,014−79.4% | Reduced |
| KG&L Capital Management,LLC | 3,387 | $927.0K | 0.30% | +308+10.0% | Added |
| FLC Capital Advisors | 3,400 | $930.6K | 0.21% | +88+2.7% | Added |
| Avantax Planning Partners, Inc. | 3,414 | $934.5K | 0.03% | −1,891−35.6% | Reduced |
| Mirador Capital Partners LP | 3,430 | $939.0K | 0.17% | +1,246+57.1% | Added |
| Essex Financial Services, Inc. | 3,268 | $942.4K | 0.07% | −44−1.3% | Reduced |
| Investment Partners Asset Management, Inc. | 3,446 | $943.2K | 0.77% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 3,461 | $947.3K | 0.38% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 3,465 | $948.5K | 0.20% | −44−1.3% | Reduced |
| Flynn Zito Capital Management, LLC | 3,478 | $952.0K | 0.46% | −1,826−34.4% | Reduced |
| XML Financial, LLC | 3,489 | $954.9K | 0.09% | −33−0.9% | Reduced |
| ORG Partners LLC | 3,503 | $959.0K | 0.15% | −2,792−44.4% | Reduced |
| Agf Management Ltd | 3,514 | $961.8K | 0.00% | −825−19.0% | Reduced |
| Brown Capital Management LLC | 3,517 | $962.6K | 0.02% | −28−0.8% | Reduced |
| Lokken Investment Group LLC | 3,533 | $967.0K | 0.40% | −20−0.6% | Reduced |
| Sky Investment Group LLC | 3,542 | $969.5K | 0.17% | −6−0.2% | Reduced |
| Malaga Cove Capital, LLC | 3,542 | $969.5K | 0.39% | +902+34.2% | Added |
| Ipswich Investment Management Co., Inc. | 3,590 | $982.6K | 0.23% | −50−1.4% | Reduced |
| Kraematon Investment Advisors, Inc | 3,614 | $989.3K | 0.97% | −109−2.9% | Reduced |
| Legacy Capital Group California, Inc. | 3,619 | $990.6K | 0.33% | +1,395+62.7% | Added |
| Journey Strategic Wealth LLC | 3,624 | $991.9K | 0.04% | +1,593+78.4% | Added |
| Machina Capital S.A.S. | 3,634 | $994.7K | 0.40% | −7,880−68.4% | Reduced |
| Copperwynd Financial, LLC | 3,641 | $996.5K | 0.30% | +444+13.9% | Added |
| BluePath Capital Management, LLC | 3,646 | $998.0K | 0.63% | +582+19.0% | Added |
| Perennial Investment Advisors, LLC | 3,647 | $998.4K | 0.13% | −114−3.0% | Reduced |
| Founders Financial Securities LLC | 3,648 | $998.5K | 0.09% | +144+4.1% | Added |
| Curbstone Financial Management Corp | 3,676 | $1.01M | 0.22% | +10+0.3% | Added |
| Baron Wealth Management LLC | 3,676 | $1.01M | 0.48% | +434+13.4% | Added |
| Palumbo Wealth Management LLC | 3,679 | $1.01M | 0.39% | +75+2.1% | Added |
| BSW Wealth Partners | 3,680 | $1.01M | 0.15% | +511+16.1% | Added |
| Seed Wealth Management, Inc. | 3,685 | $1.01M | 0.81% | +35+1.0% | Added |
| Mayflower Financial Advisors, LLC | 3,692 | $1.01M | 0.15% | +19+0.5% | Added |
| Consilium Wealth Advisory, LLC | 3,693 | $1.01M | 0.55% | +733+24.8% | Added |
| Liberty One Investment Management, LLC | 3,697 | $1.01M | 0.10% | −95−2.5% | Reduced |
| Aspire Private Capital, LLC | 3,704 | $1.01M | 0.24% | +76+2.1% | Added |
| Old Point Trust & Financial Services N A | 3,722 | $1.02M | 0.37% | +120+3.3% | Added |
| Capital Wealth Planning, LLC | 3,726 | $1.02M | 0.01% | −7,017−65.3% | Reduced |
| Angeles Wealth Management, LLC | 3,729 | $1.02M | 0.09% | +336+9.9% | Added |
| L2 Asset Management, LLC | 3,748 | $1.03M | 0.28% | +126+3.5% | Added |
| Drucker Wealth 3.0, LLC | 3,756 | $1.03M | 0.25% | +1,114+42.2% | Added |
| Wrapmanager Inc | 3,763 | $1.03M | 0.27% | −3,707−49.6% | Reduced |
| Oder Investment Management, LLC | 3,767 | $1.03M | 0.89% | +56+1.5% | Added |
| Sterling Investment Counsel, LLC | 3,779 | $1.03M | 0.37% | +53+1.4% | Added |
| Montecito Bank & Trust | 3,793 | $1.04M | 0.18% | +1,998+111.3% | Added |