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 |
|---|---|---|---|---|---|
| Fred Alger Management, LLC | 5,649 | $1.55M | 0.01% | −4−0.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 5,654 | $1.55M | 0.02% | −1,635−22.4% | Reduced |
| Capstone Triton Financial Group, LLC | 5,689 | $1.56M | 1.00% | +41+0.7% | Added |
| Maia Wealth LLC | 5,447 | $1.56M | 0.39% | +2,227+69.2% | Added |
| InTrack Investment Management Inc | 5,728 | $1.57M | 1.11% | −748−11.6% | Reduced |
| Howard Capital Management Inc. | 5,742 | $1.57M | 0.03% | +5,742 | New |
| Convergence Financial, LLC | 5,745 | $1.57M | 0.33% | +1,870+48.3% | Added |
| Coastwise Capital Group, LLC | 5,748 | $1.57M | 1.30% | +697+13.8% | Added |
| Atlanta Consulting Group Advisors, LLC | 5,748 | $1.57M | 0.39% | +3,032+111.6% | Added |
| Gilbert & Cook, Inc. | 5,768 | $1.58M | 0.22% | −159−2.7% | Reduced |
| Lindbrook Capital, LLC | 5,782 | $1.58M | 0.14% | +167+3.0% | Added |
| Rehmann Capital Advisory Group | 5,783 | $1.58M | 0.10% | −111−1.9% | Reduced |
| Wolf Group Capital Advisors | 7,523 | $1.59M | 0.76% | +341+4.7% | Added |
| Platform Technology Partners | 5,843 | $1.60M | 0.50% | −259−4.2% | Reduced |
| Riverview Capital Advisers, LLC | 5,850 | $1.60M | 0.49% | −20.0% | Reduced |
| TRUE Private Wealth Advisors | 5,864 | $1.61M | 0.19% | −31−0.5% | Reduced |
| Axiom Advisory, LLC | 6,272 | $1.61M | 0.02% | +96+1.6% | Added |
| Castle Wealth Management LLC | 5,903 | $1.62M | 0.65% | +923+18.5% | Added |
| Cornerstone National Bank & Trust Co | 5,916 | $1.62M | 0.73% | +576+10.8% | Added |
| Scott & Selber, Inc. | 5,932 | $1.62M | 0.50% | −24−0.4% | Reduced |
| Aaron Wealth Advisors | 5,958 | $1.63M | 0.19% | +496+9.1% | Added |
| Ramirez Asset Management, Inc. | 5,986 | $1.64M | 0.31% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 5,993 | $1.64M | 0.29% | −17−0.3% | Reduced |
| Resources Management Corp | 6,007 | $1.64M | 0.22% | +65+1.1% | Added |
| First County Bank | 6,026 | $1.65M | 0.81% | −256−4.1% | Reduced |
| Quadcap Wealth Management, LLC | 6,044 | $1.65M | 0.26% | −253−4.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 6,049 | $1.66M | 0.22% | −435−6.7% | Reduced |
| Sanders Morris Harris LLC | 6,061 | $1.66M | 0.28% | 00.0% | Unchanged |
| Doliver Advisors, LP | 6,076 | $1.66M | 0.46% | +288+5.0% | Added |
| Trivant Custom Portfolio Group, LLC | 6,084 | $1.67M | 0.96% | −34−0.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,100 | $1.67M | 0.58% | −70−1.1% | Reduced |
| VELA Investment Management, LLC | 6,105 | $1.67M | 0.57% | +40+0.7% | Added |
| Arbor Trust Wealth Advisors, LLC | 6,542 | $1.68M | 0.88% | 00.0% | Unchanged |
| Redmond Asset Management, LLC | 6,157 | $1.69M | 0.53% | +8+0.1% | Added |
| Jacobi Capital Management LLC | 6,181 | $1.69M | 0.13% | +341+5.8% | Added |
| IMA Wealth, Inc. | 6,174 | $1.69M | 0.37% | −249−3.9% | Reduced |
| Grandview Asset Management LLC | 6,184 | $1.69M | 0.97% | −313−4.8% | Reduced |
| Stablepoint Partners, LLC | 6,189 | $1.69M | 0.31% | +92+1.5% | Added |
| Ashton Thomas Securities, LLC | 6,210 | $1.70M | 0.33% | +615+11.0% | Added |
| Moloney Securities Asset Management, LLC | 6,263 | $1.71M | 0.23% | +1,190+23.5% | Added |
| AA Financial Advisors, LLC | 6,265 | $1.71M | 0.50% | +466+8.0% | Added |
| Canopy Partners, LLC | 6,283 | $1.72M | 0.74% | +78+1.3% | Added |
| GTS Securities LLC | 6,300 | $1.72M | 0.03% | −1,349−17.6% | Reduced |
| Cooper Financial Group | 6,311 | $1.73M | 0.22% | +166+2.7% | Added |
| Portfolio Design Labs, LLC | 6,318 | $1.73M | 0.48% | −4,522−41.7% | Reduced |
| Rossmore Private Capital | 6,320 | $1.73M | 0.21% | 00.0% | Unchanged |
| Aspiriant, LLC | 6,324 | $1.73M | 0.07% | −1,883−22.9% | Reduced |
| Central Bank & Trust Co | 6,354 | $1.74M | 0.24% | −6−0.1% | Reduced |
| EverSource Wealth Advisors, LLC | 6,356 | $1.74M | 0.11% | +41+0.6% | Added |
| Legacy Financial Advisors, Inc. | 6,367 | $1.74M | 0.29% | +651+11.4% | Added |
| WSFS Capital Management, LLC | 6,373 | $1.74M | 0.09% | −4,011−38.6% | Reduced |
| Mainstream Capital Management LLC | 6,376 | $1.75M | 1.48% | +6,376 | New |
| L & S Advisors Inc | 6,393 | $1.75M | 0.18% | −1,498−19.0% | Reduced |
| Hel Ved Capital Management Ltd | 6,395 | $1.75M | 0.82% | +6,395 | New |
| Coastline Trust Co | 6,406 | $1.75M | 0.21% | +138+2.2% | Added |
| AlphaCore Capital LLC | 6,397 | $1.75M | 0.40% | +864+15.6% | Added |
| TLWM | 6,417 | $1.76M | 0.36% | +1,410+28.2% | Added |
| Davenport & Co LLC | 6,422 | $1.76M | 0.01% | +873+15.7% | Added |
| Central Valley Advisors, LLC | 6,430 | $1.76M | 0.99% | +271+4.4% | Added |
| Dover Advisors, LLC | 6,449 | $1.77M | 1.00% | +972+17.7% | Added |
| Regatta Capital Group, LLC | 6,453 | $1.77M | 0.34% | +204+3.3% | Added |
| Steinberg Asset Management LLC | 6,459 | $1.77M | 1.35% | −107−1.6% | Reduced |
| Deltec Asset Management LLC | 6,500 | $1.78M | 0.35% | 00.0% | Unchanged |
| Future Fund LLC | 6,065 | $1.79M | 5.16% | +290+5.0% | Added |
| Weaver Capital Management LLC | 6,543 | $1.79M | 0.54% | +1,462+28.8% | Added |
| St. Johns Investment Management Company, LLC | 6,552 | $1.79M | 0.84% | +20.0% | Added |
| Keel Point, LLC | 6,567 | $1.80M | 0.15% | −24−0.4% | Reduced |
| Belmont Capital, LLC | 6,570 | $1.80M | 0.30% | +4,403+203.2% | Added |
| StoneX Group Inc. | 6,576 | $1.80M | 0.13% | +249+3.9% | Added |
| PFG Investments, LLC | 6,618 | $1.81M | 0.12% | +342+5.4% | Added |
| Elmwood Wealth Management, Inc. | 6,623 | $1.81M | 0.75% | −319−4.6% | Reduced |
| Capital Investment Advisors, LLC | 6,639 | $1.82M | 0.04% | −7−0.1% | Reduced |
| Proequities, Inc. | 6,632 | $1.82M | 0.11% | −33−0.5% | Reduced |
| Lewis Asset Management, LLC | 6,643 | $1.82M | 1.33% | +151+2.3% | Added |
| Paradigm Asset Management Co LLC | 6,650 | $1.82M | 0.48% | 00.0% | Unchanged |
| WP Advisors, LLC | 6,656 | $1.82M | 0.67% | −829−11.1% | Reduced |
| BTG Pactual Asset Management US LLC | 6,664 | $1.82M | 0.27% | +1,600+31.6% | Added |
| 1776 Wealth LLC | 6,666 | $1.82M | 0.82% | −198−2.9% | Reduced |
| First Pacific Financial | 6,672 | $1.83M | 0.43% | +108+1.6% | Added |
| Tealwood Asset Management Inc | 6,676 | $1.83M | 0.80% | +6,676 | New |
| Global X Japan Co., Ltd. | 6,676 | $1.83M | 0.23% | +642+10.6% | Added |
| Renasant Bank | 6,686 | $1.83M | 1.20% | −937−12.3% | Reduced |
| Strengthening Families & Communities, LLC | 6,695 | $1.83M | 0.47% | +490+7.9% | Added |
| Parametrica Management Ltd | 6,700 | $1.83M | 2.18% | +6,700 | New |
| Nations Financial Group Inc, | 6,704 | $1.84M | 0.13% | +58+0.9% | Added |
| F/M Investments LLC | 6,636 | $1.84M | 0.06% | −49−0.7% | Reduced |
| Argent Financial Group, Inc. | 6,708 | $1.84M | 0.22% | +6,708 | New |
| Trust Point Inc. | 6,718 | $1.84M | 0.14% | +1,744+35.1% | Added |
| Saturna Capital CORP | 6,747 | $1.85M | 0.02% | +200+3.1% | Added |
| Main Street Research LLC | 6,743 | $1.85M | 0.12% | +4,969+280.1% | Added |
| Signature Wealth Management Group | 6,760 | $1.85M | 0.74% | +748+12.4% | Added |
| Northstar Group, Inc. | 6,776 | $1.85M | 0.32% | −75−1.1% | Reduced |
| Udine Wealth Management, Inc. | 6,777 | $1.85M | 1.31% | +6,777 | New |
| Concentric Capital Strategies, LP | 6,782 | $1.86M | 0.12% | −17,996−72.6% | Reduced |
| Fiduciary Group LLC | 6,794 | $1.86M | 0.19% | −1,640−19.4% | Reduced |
| Aviance Capital Partners, LLC | 6,797 | $1.86M | 0.25% | +33+0.5% | Added |
| Cypress Capital Group | 6,823 | $1.87M | 0.21% | −146−2.1% | Reduced |
| Zhang Financial LLC | 6,867 | $1.88M | 0.12% | +3,064+80.6% | Added |
| Koshinski Asset Management, Inc. | 6,868 | $1.88M | 0.16% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 6,890 | $1.89M | 0.28% | −406−5.6% | Reduced |