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 |
|---|---|---|---|---|---|
| New Insight Wealth Advisors | 6,893 | $1.89M | 0.99% | −1,578−18.6% | Reduced |
| Concord Asset Management, LLC | 6,894 | $1.89M | 0.43% | +1,024+17.4% | Added |
| AnglePoint Asset Management Ltd | 6,900 | $1.89M | 3.69% | −2,950−29.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 6,904 | $1.89M | 0.29% | +506+7.9% | Added |
| Brandywine Managers, LLC | 6,913 | $1.89M | 2.03% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 6,923 | $1.89M | 0.34% | +246+3.7% | Added |
| Perpetual Ltd | 6,935 | $1.90M | 0.02% | −3,636−34.4% | Reduced |
| Bard Financial Services, Inc. | 6,935 | $1.90M | 0.22% | −550−7.3% | Reduced |
| Schmidt P J Investment Management Inc | 6,936 | $1.90M | 0.33% | +25+0.4% | Added |
| Secure Asset Management, LLC | 6,971 | $1.91M | 0.32% | +1,711+32.5% | Added |
| Unique Wealth, LLC | 6,972 | $1.91M | 0.44% | +798+12.9% | Added |
| Boyd Watterson Asset Management LLC | 6,985 | $1.91M | 0.52% | −5−0.1% | Reduced |
| Doheny Asset Management | 6,998 | $1.92M | 1.31% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 7,000 | $1.92M | 0.24% | −5,590−44.4% | Reduced |
| RV Capital GmbH | 7,000 | $1.92M | 0.40% | 00.0% | Unchanged |
| Invera Wealth Advisors, LLC | 6,175 | $1.92M | 1.91% | −357−5.5% | Reduced |
| Okabena Investment Services Inc | 7,019 | $1.92M | 0.54% | −34−0.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 7,014 | $1.92M | 0.37% | +575+8.9% | Added |
| Chicago Trust Co NA | 7,040 | $1.93M | 0.33% | +1,326+23.2% | Added |
| Pine Valley Investments Ltd Liability Co | 7,047 | $1.93M | 0.13% | +866+14.0% | Added |
| Smartleaf Asset Management LLC | 6,993 | $1.93M | 0.23% | +1,743+33.2% | Added |
| Camden Capital, LLC | 7,070 | $1.94M | 0.21% | +160+2.3% | Added |
| Intrust Bank NA | 7,089 | $1.94M | 0.19% | −24−0.3% | Reduced |
| Harfst & Associates, Inc. | 7,093 | $1.94M | 0.44% | +1,553+28.0% | Added |
| Concord Wealth Partners | 7,105 | $1.94M | 0.32% | +953+15.5% | Added |
| Cardiff Park Advisors, LLC | 7,134 | $1.95M | 0.18% | −530−6.9% | Reduced |
| Nilsine Partners, LLC | 7,140 | $1.95M | 0.25% | −146−2.0% | Reduced |
| Glynn Capital Management LLC | 7,143 | $1.96M | 0.45% | −5,054−41.4% | Reduced |
| Chicago Partners Investment Group LLC | 6,882 | $1.96M | 0.07% | −352−4.9% | Reduced |
| Skopos Labs, Inc. | 7,167 | $1.96M | 0.65% | +346+5.1% | Added |
| Atlas Brown,Inc. | 7,175 | $1.96M | 0.68% | +615+9.4% | Added |
| SageView Advisory Group, LLC | 7,186 | $1.97M | 0.10% | −1,260−14.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 7,187 | $1.97M | 0.07% | +170+2.4% | Added |
| VeraBank, N.A. | 7,203 | $1.97M | 0.58% | −61−0.8% | Reduced |
| Resonant Capital Advisors, LLC | 7,201 | $1.97M | 0.15% | +3,763+109.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 7,209 | $1.97M | 0.43% | +470+7.0% | Added |
| Greenup Street Wealth Management LLC | 7,224 | $1.98M | 0.41% | +7,224 | New |
| Kaizen Financial Strategies | 7,232 | $1.98M | 1.15% | −126−1.7% | Reduced |
| Optas, LLC | 7,242 | $1.98M | 0.46% | +107+1.5% | Added |
| MidWestOne Financial Group, Inc. | 7,247 | $1.98M | 0.27% | −109−1.5% | Reduced |
| GraniteShares Advisors LLC | 7,269 | $1.99M | 1.35% | −489−6.3% | Reduced |
| Dakota Wealth Management | 7,289 | $2.00M | 0.05% | −2,534−25.8% | Reduced |
| United Asset Strategies, Inc. | 7,301 | $2.00M | 0.19% | +28+0.4% | Added |
| United Bank | 7,303 | $2.00M | 0.92% | +76+1.1% | Added |
| Perfromance Wealth Partners, LLC | 7,345 | $2.00M | 0.07% | +2,521+52.3% | Added |
| Clear Harbor Asset Management, LLC | 7,331 | $2.01M | 0.16% | +310+4.4% | Added |
| Bristlecone Advisors, LLC | 7,332 | $2.01M | 0.16% | +60+0.8% | Added |
| Passumpsic Savings Bank | 7,332 | $2.01M | 1.32% | +87+1.2% | Added |
| KPP Advisory Services LLC | 7,339 | $2.01M | 0.48% | +418+6.0% | Added |
| M&R Capital Management Inc | 7,342 | $2.01M | 0.44% | −149−2.0% | Reduced |
| Center for Financial Planning, Inc. | 7,350 | $2.01M | 0.27% | −338−4.4% | Reduced |
| Peterson Wealth Management | 7,363 | $2.02M | 1.29% | −1,240−14.4% | Reduced |
| Barings LLC | 7,376 | $2.02M | 0.05% | +93+1.3% | Added |
| Berkshire Bank | 7,397 | $2.02M | 0.47% | +25+0.3% | Added |
| Waverton Investment Management Ltd | 7,433 | $2.03M | 0.03% | +518+7.5% | Added |
| Park Place Capital Corp | 7,450 | $2.04M | 0.59% | −873−10.5% | Reduced |
| Two Sigma Advisers, LP | 7,500 | $2.05M | 0.00% | −26,100−77.7% | Reduced |
| Cito Capital Group, LLC | 7,500 | $2.06M | 0.77% | +250+3.4% | Added |
| Ameritas Advisory Services, LLC | 7,524 | $2.06M | 0.09% | −344−4.4% | Reduced |
| Ingalls & Snyder LLC | 7,534 | $2.06M | 0.08% | +41+0.5% | Added |
| Financial Gravity Companies, Inc. | 7,543 | $2.06M | 0.55% | +7,543 | New |
| Wealthspire Advisors, LLC | 7,566 | $2.07M | 0.02% | −152−2.0% | Reduced |
| Bay Rivers Group | 7,599 | $2.08M | 1.03% | +166+2.2% | Added |
| Mirabella Financial Services LLP | 7,684 | $2.08M | 0.12% | −145−1.9% | Reduced |
| Wealth Alliance | 7,616 | $2.08M | 0.25% | −1,416−15.7% | Reduced |
| Quadrant Capital Group LLC | 7,618 | $2.09M | 0.14% | +60+0.8% | Added |
| Compton Wealth Advisory Group, LLC | 7,692 | $2.11M | 0.53% | +780+11.3% | Added |
| EPG Wealth Management LLC | 7,696 | $2.11M | 0.53% | +7,696 | Added |
| Umpqua Bank | 7,708 | $2.11M | 0.77% | +34+0.4% | Added |
| Ascent Wealth Partners, LLC | 7,714 | $2.11M | 0.29% | −8−0.1% | Reduced |
| FinTrust Capital Advisors, LLC | 7,753 | $2.12M | 0.36% | −105−1.3% | Reduced |
| Wealth Management Partners, LLC | 7,757 | $2.12M | 0.98% | −286−3.6% | Reduced |
| RMR Wealth Builders | 7,770 | $2.13M | 0.23% | −654−7.8% | Reduced |
| Waldron Private Wealth LLC | 7,772 | $2.13M | 0.09% | +919+13.4% | Added |
| Field & Main Bank | 7,775 | $2.13M | 0.76% | −72−0.9% | Reduced |
| Thrive Wealth Management, LLC | 7,790 | $2.13M | 0.39% | −442−5.4% | Reduced |
| Norden Group LLC | 7,800 | $2.14M | 0.25% | −4,207−35.0% | Reduced |
| Beaumont Asset Management, L.L.C. | 7,807 | $2.14M | 1.24% | −1,245−13.8% | Reduced |
| PFC Capital Group, Inc. | 7,820 | $2.14M | 1.03% | +250+3.3% | Added |
| Albion Financial Group | 7,819 | $2.14M | 0.15% | −31−0.4% | Reduced |
| TSFG, LLC | 7,826 | $2.14M | 0.47% | −914−10.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 7,868 | $2.15M | 0.79% | +113+1.5% | Added |
| Cinctive Capital Management LP | 7,868 | $2.15M | 0.12% | +7,868 | New |
| Bangor Savings Bank | 7,897 | $2.16M | 0.20% | −200−2.5% | Reduced |
| Stonegate Investment Group, LLC | 7,907 | $2.16M | 0.06% | +14+0.2% | Added |
| Penobscot Investment Management Company, Inc. | 7,925 | $2.17M | 0.19% | +134+1.7% | Added |
| South Dakota Investment Council | 7,928 | $2.17M | 0.04% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 7,934 | $2.17M | 0.31% | +424+5.6% | Added |
| IFP Advisors, Inc | 7,994 | $2.19M | 0.08% | −191−2.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $2.19M | 0.65% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 8,016 | $2.19M | 0.95% | +4,101+104.8% | Added |
| Navalign, LLC | 8,017 | $2.19M | 0.65% | +81+1.0% | Added |
| Power Wealth Management LLC | 8,026 | $2.20M | 0.94% | +904+12.7% | Added |
| Graypoint LLC | 8,034 | $2.20M | 0.14% | −1,915−19.2% | Reduced |
| Nelson Capital Management, LLC | 8,039 | $2.20M | 0.37% | +846+11.8% | Added |
| Shepherd Financial Partners LLC | 8,050 | $2.20M | 0.27% | +127+1.6% | Added |
| Signet Financial Management, LLC | 8,061 | $2.21M | 0.28% | +2,197+37.5% | Added |
| DeDora Capital, Inc. | 8,067 | $2.21M | 0.62% | +387+5.0% | Added |
| Mizuho Securities Co. Ltd. | 8,090 | $2.21M | 5.45% | −1,910−19.1% | Reduced |
| Charter Research & Investment Group, Inc. | 8,102 | $2.22M | 1.64% | −5−0.1% | Reduced |