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 |
|---|---|---|---|---|---|
| Sage Mountain Advisors LLC | 3,795 | $1.04M | 0.09% | +349+10.1% | Added |
| Cape Investment Advisory, Inc. | 3,823 | $1.05M | 0.42% | +896+30.6% | Added |
| MWA Asset Management | 3,823 | $1.05M | 0.70% | −504−11.6% | Reduced |
| LMR Partners LLP | 3,839 | $1.05M | 0.02% | +3,839 | New |
| Augustine Asset Management Inc | 3,840 | $1.05M | 0.37% | +43+1.1% | Added |
| Ted Buchan & Co | 3,843 | $1.05M | 0.50% | +455+13.4% | Added |
| Prudent Man Advisors, LLC | 3,870 | $1.06M | 0.35% | −177−4.4% | Reduced |
| Delta Financial Advisors LLC | 3,871 | $1.06M | 0.38% | +61+1.6% | Added |
| Bond & Devick Financial Network, Inc. | 3,871 | $1.06M | 0.45% | 00.0% | Unchanged |
| Romano Brothers and Company | 3,891 | $1.07M | 0.13% | −49−1.2% | Reduced |
| Monetta Financial Services Inc | 3,900 | $1.07M | 0.91% | +3,900 | New |
| LCM Capital Management Inc | 3,946 | $1.08M | 0.62% | +74+1.9% | Added |
| Community Bank & Trust, Waco, Texas | 3,980 | $1.09M | 0.25% | −3−0.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,993 | $1.09M | 0.48% | −2,290−36.4% | Reduced |
| Carnegie Lake Advisors LLC | 4,020 | $1.10M | 0.44% | +4,020 | New |
| Sage Rhino Capital LLC | 4,023 | $1.10M | 0.24% | +28+0.7% | Added |
| Belpointe Asset Management LLC | 4,026 | $1.10M | 0.07% | +796+24.6% | Added |
| Advisor Resource Council | 4,033 | $1.10M | 0.50% | +4,033 | New |
| CMT Capital Markets Trading GmbH | 4,041 | $1.11M | 0.51% | −25,209−86.2% | Reduced |
| Bridges Investment Management Inc | 4,044 | $1.11M | 0.02% | −670−14.2% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,050 | $1.11M | 0.70% | 00.0% | Unchanged |
| Shaker Investments LLC | 4,052 | $1.11M | 0.46% | −4,033−49.9% | Reduced |
| BFSG, LLC | 4,054 | $1.11M | 0.13% | +183+4.7% | Added |
| Gladius Capital Management LP | 4,080 | $1.12M | 0.67% | +4,080 | New |
| Salem Investment Counselors Inc | 4,089 | $1.12M | 0.03% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 4,098 | $1.12M | 0.24% | −538−11.6% | Reduced |
| HM Payson & Co | 4,112 | $1.13M | 0.02% | +76+1.9% | Added |
| Jaffetilchin Investment Partners, LLC | 4,128 | $1.13M | 0.09% | +289+7.5% | Added |
| Carmel Capital Partners, LLC | 4,141 | $1.13M | 0.44% | +4,141 | New |
| Seven Springs Wealth Group, LLC | 4,142 | $1.13M | 0.41% | −89−2.1% | Reduced |
| Choate Investment Advisors | 4,149 | $1.14M | 0.03% | +9+0.2% | Added |
| Watts Gwilliam & Co., LLC | 3,897 | $1.14M | 0.25% | +3,897 | New |
| Byrne Asset Management LLC | 4,159 | $1.14M | 0.78% | +23+0.6% | Added |
| Prostatis Group LLC | 4,165 | $1.14M | 0.37% | +340+8.9% | Added |
| Bank of Hawaii | 4,179 | $1.14M | 0.05% | +69+1.7% | Added |
| Wolverine Trading, LLC | 4,135 | $1.14M | 0.03% | −95,585−95.9% | Reduced |
| Arete Wealth Advisors, LLC | 4,234 | $1.14M | 0.10% | +4,234 | New |
| Diligent Investors, LLC | 4,182 | $1.14M | 0.27% | +76+1.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,183 | $1.14M | 0.15% | +738+21.4% | Added |
| Orrstown Financial Services Inc | 4,194 | $1.15M | 0.34% | +1,814+76.2% | Added |
| CSS LLC | 4,200 | $1.15M | 0.07% | +3,200+320.0% | Added |
| Newman Dignan & Sheerar, Inc. | 3,913 | $1.15M | 0.28% | +10.0% | Added |
| Portside Wealth Group, LLC | 4,201 | $1.15M | 0.20% | −23,495−84.8% | Reduced |
| Octavia Wealth Advisors, LLC | 4,196 | $1.15M | 0.14% | +148+3.7% | Added |
| Nwam LLC | 4,209 | $1.15M | 0.07% | +4,209 | New |
| Allred Capital Management, LLC | 4,217 | $1.15M | 0.45% | +257+6.5% | Added |
| Michael B. Yongue | 4,218 | $1.15M | 0.93% | +9+0.2% | Added |
| Terry L. Blaker | 4,223 | $1.16M | 0.04% | +17+0.4% | Added |
| Cove Private Wealth, LLC | 4,225 | $1.16M | 0.90% | 00.0% | Unchanged |
| Clare Market Investments LLC | 4,226 | $1.16M | 0.30% | −345−7.5% | Reduced |
| Shum Financial Group, Inc. | 3,893 | $1.16M | 0.97% | +3,893 | New |
| Wallace Advisory Group, LLC | 4,526 | $1.16M | 0.85% | −82−1.8% | Reduced |
| Gen-Wealth Partners Inc | 3,940 | $1.17M | 0.51% | +47+1.2% | Added |
| Larson Financial Group LLC | 4,269 | $1.17M | 0.07% | +1,188+38.6% | Added |
| Focus Financial Network, Inc. | 4,266 | $1.17M | 0.05% | −597−12.3% | Reduced |
| Dudley Capital Management, LLC | 4,274 | $1.17M | 0.61% | +51+1.2% | Added |
| Cornerstone Wealth Management, LLC | 4,278 | $1.17M | 0.08% | −302−6.6% | Reduced |
| Kirtland Hills Capital Management, LLC | 4,283 | $1.17M | 0.65% | +970+29.3% | Added |
| Anchor Investment Management, LLC | 4,290 | $1.17M | 0.11% | +581+15.7% | Added |
| Personal Cfo Solutions, LLC | 4,294 | $1.18M | 0.16% | −3,688−46.2% | Reduced |
| Amica Retiree Medical Trust | 4,303 | $1.18M | 0.98% | +4,303 | New |
| Shariaportfolio, Inc. | 4,317 | $1.18M | 0.63% | +10.0% | Added |
| Jmac Enterprises LLC | 4,325 | $1.18M | 0.19% | +25+0.6% | Added |
| Trillium Asset Management, LLC | 4,340 | $1.19M | 0.03% | −523−10.8% | Reduced |
| Birinyi Associates Inc | 4,358 | $1.19M | 0.34% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 4,364 | $1.19M | 0.69% | −101−2.3% | Reduced |
| Interchange Capital Partners, LLC | 4,380 | $1.20M | 0.43% | −617−12.3% | Reduced |
| Souders Financial Advisors | 4,386 | $1.20M | 0.17% | +368+9.2% | Added |
| Fairscale Capital, LLC | 4,381 | $1.20M | 1.05% | −40−0.9% | Reduced |
| Meridian Financial Partners LLC | 4,395 | $1.20M | 0.61% | +64+1.5% | Added |
| CNB Bank | 4,400 | $1.20M | 0.56% | +454+11.5% | Added |
| Bordeaux Wealth Advisors LLC | 4,403 | $1.21M | 0.22% | −2,092−32.2% | Reduced |
| Sentry Investment Management LLC | 4,405 | $1.21M | 0.51% | +184+4.4% | Added |
| Nabity-Jensen Investment Management Inc | 4,440 | $1.22M | 0.93% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3,675 | $1.22M | 0.16% | +453+14.1% | Added |
| Donoghue Forlines LLC | 4,454 | $1.22M | 0.35% | +4,454 | New |
| First United Bank Trust | 4,464 | $1.22M | 0.44% | −113−2.5% | Reduced |
| Texas Yale Capital Corp. | 4,472 | $1.22M | 0.05% | +410+10.1% | Added |
| Embree Financial Group | 4,478 | $1.23M | 0.22% | +272+6.5% | Added |
| PDS Planning, Inc | 4,496 | $1.23M | 0.11% | +343+8.3% | Added |
| Lebenthal Global Advisors, LLC | 4,498 | $1.23M | 0.25% | +361+8.7% | Added |
| Occidental Asset Management, LLC | 4,522 | $1.24M | 0.20% | −435−8.8% | Reduced |
| Hohimer Wealth Management, LLC | 4,541 | $1.24M | 0.27% | +154+3.5% | Added |
| Essex Savings Bank | 4,551 | $1.25M | 0.31% | +225+5.2% | Added |
| Exchange Traded Concepts, LLC | 4,553 | $1.25M | 0.03% | −6,387−58.4% | Reduced |
| Sunbelt Securities, Inc. | 4,562 | $1.25M | 0.12% | −906−16.6% | Reduced |
| Bank Ozk | 4,566 | $1.25M | 0.52% | −145−3.1% | Reduced |
| Gardner Lewis Asset Management L P | 4,575 | $1.25M | 0.35% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 4,595 | $1.26M | 0.17% | −277−5.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,601 | $1.26M | 0.12% | +1,729+60.2% | Added |
| Quotient Wealth Partners, LLC | 4,608 | $1.26M | 0.04% | +88+1.9% | Added |
| MONECO Advisors, LLC | 4,618 | $1.26M | 0.16% | +469+11.3% | Added |
| Fiduciary Family Office, LLC | 4,630 | $1.27M | 0.42% | −384−7.7% | Reduced |
| Raelipskie Partnership | 4,659 | $1.28M | 0.62% | +675+16.9% | Added |
| Legacy Advisors, LLC | 4,659 | $1.28M | 0.14% | +696+17.6% | Added |
| Quantum Private Wealth, LLC | 4,665 | $1.28M | 0.43% | −961−17.1% | Reduced |
| Strategic Investment Advisors | 4,678 | $1.28M | 0.14% | −154−3.2% | Reduced |
| Glen Eagle Advisors, LLC | 4,683 | $1.28M | 0.22% | +1,037+28.4% | Added |
| Arrowroot Family Office, LLC | 4,694 | $1.28M | 0.75% | +156+3.4% | Added |
| Payden & Rygel | 4,700 | $1.29M | 0.10% | +600+14.6% | Added |