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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 4,469 | $1.29M | 0.07% | +209+4.9% | Added |
| Viawealth, LLC | 4,706 | $1.29M | 0.75% | +582+14.1% | Added |
| Brophy Wealth Management, LLC | 4,712 | $1.29M | 0.46% | +4,712 | New |
| Buckingham Strategic Partners | 4,713 | $1.29M | 0.03% | +401+9.3% | Added |
| Westside Investment Management, Inc. | 4,792 | $1.29M | 0.27% | −20−0.4% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,720 | $1.29M | 0.59% | −76−1.6% | Reduced |
| Aldebaran Financial Inc. | 4,735 | $1.30M | 1.53% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 4,747 | $1.30M | 0.04% | −137−2.8% | Reduced |
| Argus Investors' Counsel, Inc. | 4,764 | $1.30M | 0.85% | −36−0.8% | Reduced |
| NorthStar Asset Management LLC | 4,765 | $1.30M | 0.87% | +426+9.8% | Added |
| Valley Brook Capital Group | 4,779 | $1.31M | 0.94% | +105+2.2% | Added |
| Stansberry Asset Management, LLC | 4,781 | $1.31M | 0.16% | −366−7.1% | Reduced |
| Argent Advisors, Inc. | 4,791 | $1.31M | 0.49% | +17+0.4% | Added |
| Icapital Wealth LLC | 4,798 | $1.31M | 0.72% | +1,018+26.9% | Added |
| Cornercap Investment Counsel Inc | 4,807 | $1.32M | 0.39% | −3,745−43.8% | Reduced |
| Emprise Bank | 4,815 | $1.32M | 0.76% | −245−4.8% | Reduced |
| Carr Financial Group Corp | 4,822 | $1.32M | 0.39% | −291−5.7% | Reduced |
| Millington Financial Advisors, LLC | 4,829 | $1.32M | 0.82% | +749+18.4% | Added |
| Country Club Bank | 4,778 | $1.32M | 0.09% | −264−5.2% | Reduced |
| Navellier & Associates Inc | 4,830 | $1.32M | 0.18% | −18−0.4% | Reduced |
| Dearborn Partners LLC | 4,853 | $1.33M | 0.05% | −635−11.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 4,857 | $1.33M | 0.61% | +97+2.0% | Added |
| Evoke Wealth, LLC | 4,852 | $1.33M | 0.04% | +4,852 | New |
| Paragon Private Wealth Management, LLC | 4,865 | $1.33M | 0.66% | +309+6.8% | Added |
| Pictet Bank & Trust Ltd | 4,872 | $1.33M | 1.35% | −1,404−22.4% | Reduced |
| Elyxium Wealth, LLC | 4,883 | $1.34M | 0.74% | +4,883 | New |
| Orion Capital Management LLC | 4,894 | $1.34M | 0.65% | +40+0.8% | Added |
| Raab & Moskowitz Asset Management LLC | 4,904 | $1.34M | 0.34% | −16−0.3% | Reduced |
| Fiduciary Financial Group, LLC | 4,624 | $1.35M | 0.31% | −20.0% | Reduced |
| CIC Wealth, LLC | 4,943 | $1.35M | 0.35% | −141−2.8% | Reduced |
| Chemistry Wealth Management LLC | 4,952 | $1.36M | 0.32% | +20.0% | Added |
| Ayrshire Capital Management LLC | 4,955 | $1.36M | 0.65% | +107+2.2% | Added |
| Prosperity Consulting Group, LLC | 4,980 | $1.36M | 0.11% | +2,742+122.5% | Added |
| Meiji Yasuda Life Insurance Co | 4,987 | $1.36M | 0.03% | −2,993−37.5% | Reduced |
| UBS Oconnor LLC | 5,000 | $1.37M | 0.03% | −15,000−75.0% | Reduced |
| Agate Pass Investment Management, LLC | 5,004 | $1.37M | 0.68% | +5,004 | New |
| Moody Lynn & Lieberson, LLC | 5,006 | $1.37M | 0.08% | −290−5.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,007 | $1.37M | 0.50% | +165+3.4% | Added |
| Catalyst Financial Partners LLC | 5,009 | $1.37M | 0.27% | +133+2.7% | Added |
| Sargent Investment Group, LLC | 5,019 | $1.37M | 0.25% | +61+1.2% | Added |
| Smith, Salley & Associates | 5,024 | $1.38M | 0.09% | +395+8.5% | Added |
| Johnson Financial Group, Inc. | 5,035 | $1.38M | 0.06% | −167−3.2% | Reduced |
| Granite Investment Partners, LLC | 5,052 | $1.38M | 0.06% | −704−12.2% | Reduced |
| Alta Wealth Advisors LLC | 5,056 | $1.38M | 0.63% | −403−7.4% | Reduced |
| DB Fitzpatrick & Co, Inc | 5,078 | $1.39M | 1.22% | −15−0.3% | Reduced |
| Everhart Financial Group, Inc. | 5,086 | $1.39M | 0.31% | +715+16.4% | Added |
| Plancorp, LLC | 5,088 | $1.39M | 0.06% | −1,312−20.5% | Reduced |
| Options Solutions, LLC | 5,101 | $1.40M | 0.67% | +40+0.8% | Added |
| Bowman & Co S.C. | 5,097 | $1.40M | 0.73% | +530+11.6% | Added |
| Connective Portfolio Management, LLC | 5,170 | $1.40M | 2.74% | 00.0% | Unchanged |
| Ironwood Investment Management LLC | 5,119 | $1.40M | 0.68% | −244−4.5% | Reduced |
| Ancora Advisors, LLC | 5,124 | $1.40M | 0.03% | −9−0.2% | Reduced |
| Cunning Capital Partners, LP | 5,150 | $1.41M | 0.75% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 5,154 | $1.41M | 0.43% | +125+2.5% | Added |
| Natixis Investment Managers International | 5,154 | $1.41M | 0.10% | +5,154 | New |
| David Loasby | 5,026 | $1.41M | 0.13% | −39−0.8% | Reduced |
| Hillsdale Investment Management Inc. | 5,159 | $1.41M | 0.11% | +844+19.6% | Added |
| Thor Investment Management Inc | 5,192 | $1.42M | 1.04% | −64−1.2% | Reduced |
| St. Clair Advisors, LLC | 5,194 | $1.42M | 0.40% | −200−3.7% | Reduced |
| CBOE Vest Financial, LLC | 5,201 | $1.42M | 0.03% | +3,262+168.2% | Added |
| Syon Capital LLC | 5,225 | $1.43M | 0.13% | −138−2.6% | Reduced |
| Sapient Capital LLC | 5,242 | $1.44M | 0.03% | −10.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,295 | $1.45M | 0.36% | −78−1.5% | Reduced |
| Etesian Wealth Advisors, Inc. | 5,297 | $1.45M | 0.66% | +816+18.2% | Added |
| K.J. Harrison & Partners Inc | 5,000 | $1.46M | 0.22% | +5,000 | New |
| Birchbrook, Inc. | 5,327 | $1.46M | 0.81% | +276+5.5% | Added |
| Intact Investment Management Inc. | 5,350 | $1.46M | 0.05% | −470−8.1% | Reduced |
| Keudell/Morrison Wealth Management | 5,358 | $1.47M | 0.40% | −1,049−16.4% | Reduced |
| Ballast, Inc. | 5,366 | $1.47M | 0.42% | −59−1.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 5,368 | $1.47M | 0.45% | +5,368 | New |
| Legacy Private Trust Co. | 5,385 | $1.47M | 0.10% | −4,328−44.6% | Reduced |
| Community Bank, N.A. | 5,394 | $1.48M | 0.19% | +469+9.5% | Added |
| HF Advisory Group, LLC | 5,410 | $1.48M | 0.69% | +1,821+50.7% | Added |
| Fukoku Mutual Life Insurance Co | 5,416 | $1.48M | 0.11% | +332+6.5% | Added |
| Capital Advisors Wealth Management, LLC | 5,420 | $1.48M | 0.27% | −360−6.2% | Reduced |
| KRS Capital Management, LLC | 5,420 | $1.48M | 1.08% | −296−5.2% | Reduced |
| Lazari Capital Management, Inc. | 5,443 | $1.49M | 0.64% | −234−4.1% | Reduced |
| Guerra Pan Advisors, LLC | 5,453 | $1.49M | 1.19% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5,448 | $1.49M | 0.11% | −702−11.4% | Reduced |
| Mainstay Capital Management LLC | 5,465 | $1.50M | 0.25% | +332+6.5% | Added |
| Oxler Private Wealth LLC | 5,469 | $1.50M | 0.52% | +7+0.1% | Added |
| North Star Investment Management Corp. | 5,473 | $1.50M | 0.10% | +4,044+283.0% | Added |
| Claro Advisors LLC | 5,476 | $1.50M | 0.19% | +1,550+39.5% | Added |
| ProVise Management Group, LLC | 5,478 | $1.50M | 0.12% | −40−0.7% | Reduced |
| Aviso Financial Inc. | 5,479 | $1.50M | 0.07% | +412+8.1% | Added |
| Dohj, LLC | 5,374 | $1.50M | 0.35% | +847+18.7% | Added |
| LMG Wealth Partners, LLC | 5,493 | $1.50M | 0.34% | +1,290+30.7% | Added |
| CastleKnight Management LP | 5,500 | $1.51M | 0.17% | −7,700−58.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,510 | $1.51M | 0.04% | −509−8.5% | Reduced |
| Granger Management LLC | 5,508 | $1.51M | 0.30% | −1,160−17.4% | Reduced |
| 1st Source Bank | 5,519 | $1.51M | 0.09% | −50−0.9% | Reduced |
| Parcion Private Wealth LLC | 5,534 | $1.51M | 0.13% | −345−5.9% | Reduced |
| Legal Advantage Investments, Inc. | 5,546 | $1.52M | 0.83% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,565 | $1.52M | 0.08% | −148−2.6% | Reduced |
| Crown Wealth Group, LLC | 5,574 | $1.53M | 0.66% | −169−2.9% | Reduced |
| Apella Capital, LLC | 5,472 | $1.53M | 0.06% | +82+1.5% | Added |
| Northwest Bank & Trust Co | 5,594 | $1.53M | 1.16% | +44+0.8% | Added |
| Geneva Capital Management LLC | 5,628 | $1.54M | 0.03% | −488−8.0% | Reduced |
| CX Institutional | 5,637 | $1.54M | 0.07% | +110+2.0% | Added |
| Stonebrook Private Inc. | 5,645 | $1.54M | 0.41% | +152+2.8% | Added |