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
- 2,656
- +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
- 1,013 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 |
|---|---|---|---|---|---|
| Nicolet Bankshares Inc | 8,125 | $2.22M | 0.54% | −127−1.5% | Reduced |
| Charter Oak Capital Management, LLC | 8,168 | $2.24M | 0.21% | +29+0.4% | Added |
| FOCUS Wealth Advisors, LLC | 8,208 | $2.25M | 1.12% | −64−0.8% | Reduced |
| Chickasaw Capital Management LLC | 8,235 | $2.25M | 0.10% | −60−0.7% | Reduced |
| Venturi Wealth Management, LLC | 8,265 | $2.26M | 0.12% | +1,182+16.7% | Added |
| Orin Green Financial, LLC | 8,270 | $2.26M | 0.98% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 7,790 | $2.27M | 0.34% | −24−0.3% | Reduced |
| AMG National Trust Bank | 8,325 | $2.28M | 0.06% | −344−4.0% | Reduced |
| L.M. Kohn & Company | 8,348 | $2.28M | 0.58% | −17−0.2% | Reduced |
| Shorepoint Capital Partners LLC | 8,404 | $2.30M | 0.52% | +1,063+14.5% | Added |
| Central Pacific Bank - Trust Division | 8,434 | $2.31M | 0.29% | −2,967−26.0% | Reduced |
| Core Wealth Advisors, Inc. | 8,444 | $2.31M | 0.74% | +329+4.1% | Added |
| Pinnacle Holdings, LLC | 8,451 | $2.31M | 0.90% | −61−0.7% | Reduced |
| LifePlan Financial, LLC | 8,463 | $2.32M | 1.99% | +1,822+27.4% | Added |
| Forum Financial Management, LP | 8,468 | $2.32M | 0.04% | +28+0.3% | Added |
| Leo Wealth, LLC | 8,473 | $2.32M | 0.21% | +783+10.2% | Added |
| Little House Capital LLC | 8,505 | $2.33M | 0.67% | +890+11.7% | Added |
| Burney Co | 8,507 | $2.33M | 0.08% | −20,975−71.1% | Reduced |
| Edge Capital Group, LLC | 8,542 | $2.34M | 0.10% | +281+3.4% | Added |
| Semmax Financial Advisors Inc. | 6,925 | $2.36M | 0.65% | +1,954+39.3% | Added |
| EFG Asset Management (North America) Corp. | 8,646 | $2.37M | 0.40% | −2,010−18.9% | Reduced |
| Bell Bank | 8,661 | $2.37M | 0.28% | +173+2.0% | Added |
| Nishkama Capital, LLC | 8,690 | $2.38M | 0.37% | +8,690 | New |
| Private Trust Co NA | 8,696 | $2.38M | 0.24% | −430−4.7% | Reduced |
| Adviser Investments LLC | 8,702 | $2.38M | 0.03% | −329−3.6% | Reduced |
| Congress Park Capital LLC | 8,727 | $2.39M | 0.89% | −388−4.3% | Reduced |
| Interval Partners, LP | 8,742 | $2.39M | 0.07% | +2,216+34.0% | Added |
| Citizens & Northern Corp | 8,804 | $2.41M | 0.72% | +635+7.8% | Added |
| Penserra Capital Management LLC | 8,825 | $2.42M | 0.05% | +105+1.2% | Added |
| Schechter Investment Advisors, LLC | 8,882 | $2.43M | 0.18% | −6,696−43.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 8,896 | $2.43M | 0.57% | −1,582−15.1% | Reduced |
| Aptus Capital Advisors, LLC | 8,917 | $2.44M | 0.04% | +1,724+24.0% | Added |
| Harvest Fund Management Co., Ltd | 8,936 | $2.45M | 0.15% | +1,435+19.1% | Added |
| Triangle Securities Wealth Management | 8,947 | $2.45M | 0.63% | −81−0.9% | Reduced |
| Financial Advocates Investment Management | 8,968 | $2.45M | 0.14% | +120+1.4% | Added |
| Welch & Forbes LLC | 9,079 | $2.49M | 0.03% | −165−1.8% | Reduced |
| Alps Advisors Inc | 9,123 | $2.50M | 0.02% | −3,025−24.9% | Reduced |
| iA Global Asset Management Inc. | 9,135 | $2.50M | 0.04% | +255+2.9% | Added |
| Burns J W & Co Inc | 9,140 | $2.50M | 0.33% | −624−6.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 9,150 | $2.50M | 0.82% | 00.0% | Unchanged |
| Valley National Advisers Inc | 9,204 | $2.52M | 0.45% | +6,754+275.7% | Added |
| Kovack Advisors, Inc. | 9,213 | $2.52M | 0.27% | +1,690+22.5% | Added |
| WealthShield Partners, LLC | 9,204 | $2.52M | 0.34% | −815−8.1% | Reduced |
| Principle Wealth Partners LLC | 9,224 | $2.52M | 0.18% | +300+3.4% | Added |
| Applied Finance Capital Management, LLC | 9,238 | $2.53M | 0.11% | +951+11.5% | Added |
| DRW Securities, LLC | 9,262 | $2.54M | 0.14% | −2,685−22.5% | Reduced |
| Fulton Bank, N.A. | 9,269 | $2.54M | 0.10% | +38+0.4% | Added |
| Mirabaud & Cie SA | 9,275 | $2.54M | 0.74% | −11,160−54.6% | Reduced |
| Missouri Trust & Investment Co | 9,276 | $2.54M | 0.89% | +739+8.7% | Added |
| Moneta Group Investment Advisors LLC | 9,296 | $2.54M | 0.04% | −304−3.2% | Reduced |
| Boomfish Wealth Group, LLC | 9,312 | $2.55M | 1.56% | +38+0.4% | Added |
| Maxwell Wealth Strategies Inc. | 8,570 | $2.55M | 1.08% | −1,017−10.6% | Reduced |
| Norway Savings Bank | 9,318 | $2.55M | 1.38% | +231+2.5% | Added |
| Oak Harbor Wealth Partners, LLC | 9,327 | $2.55M | 0.74% | +424+4.8% | Added |
| Northstar Advisory Group, LLC | 9,328 | $2.55M | 1.33% | −1,169−11.1% | Reduced |
| O'Neil Global Advisors, Inc. | 9,330 | $2.55M | 0.65% | +9,330 | New |
| Ellevest, Inc. | 9,353 | $2.56M | 0.14% | +4,389+88.4% | Added |
| Wealthcare Advisory Partners LLC | 9,389 | $2.57M | 0.07% | −728−7.2% | Reduced |
| Voya Financial Advisors, Inc. | 9,318 | $2.58M | 0.28% | +798+9.4% | Added |
| Kampmann Melissa S. | 9,449 | $2.59M | 1.83% | −920−8.9% | Reduced |
| Werba Rubin Papier Wealth Management | 9,481 | $2.60M | 0.61% | −239−2.5% | Reduced |
| Oak Harvest Investment Services | 9,491 | $2.60M | 0.37% | +3,453+57.2% | Added |
| Great Lakes Retirement, Inc. | 9,526 | $2.61M | 0.33% | +312+3.4% | Added |
| Segment Wealth Management, LLC | 9,538 | $2.61M | 0.18% | +596+6.7% | Added |
| Naviter Wealth, LLC | 9,528 | $2.61M | 0.36% | +1,502+18.7% | Added |
| Flagship Harbor Advisors, LLC | 9,555 | $2.62M | 0.14% | −340−3.4% | Reduced |
| Avestar Capital, LLC | 9,567 | $2.62M | 0.28% | +970+11.3% | Added |
| Altrafin AG | 9,585 | $2.62M | 0.95% | +3,142+48.8% | Added |
| Cetera Trust Company, N.A | 9,591 | $2.63M | 1.61% | −415−4.1% | Reduced |
| Connable Office Inc | 9,608 | $2.63M | 0.26% | +52+0.5% | Added |
| a16z Perennial Management, L.P. | 9,628 | $2.64M | 0.32% | −3,900−28.8% | Reduced |
| Boltwood Capital Management | 9,633 | $2.64M | 0.78% | −240−2.4% | Reduced |
| Premier Path Wealth Partners, LLC | 9,639 | $2.64M | 0.42% | +359+3.9% | Added |
| Nikulski Financial, Inc. | 9,664 | $2.65M | 0.79% | +285+3.0% | Added |
| Tiemann Investment Advisors, LLC | 9,690 | $2.65M | 1.14% | −185−1.9% | Reduced |
| Joseph Group Capital Management | 9,696 | $2.65M | 1.01% | +2,515+35.0% | Added |
| Cigna Investments Inc | 9,721 | $2.66M | 0.47% | −118−1.2% | Reduced |
| Clarius Group, LLC | 9,748 | $2.66M | 0.19% | −161−1.6% | Reduced |
| Asset Dedication, LLC | 9,745 | $2.67M | 0.18% | −2,327−19.3% | Reduced |
| Pictet North America Advisors SA | 9,748 | $2.67M | 0.26% | +9,748 | New |
| Scharf Investments, LLC | 9,763 | $2.67M | 0.07% | +283+3.0% | Added |
| Aft, Forsyth & Company, Inc. | 9,804 | $2.68M | 1.32% | −50−0.5% | Reduced |
| Ameritas Investment Partners, Inc. | 9,815 | $2.69M | 0.09% | −406−4.0% | Reduced |
| J.W. Cole Advisors, Inc. | 9,866 | $2.70M | 0.11% | −285−2.8% | Reduced |
| Processus Wealth & Capital Management, LLC | 9,900 | $2.71M | 2.23% | −534−5.1% | Reduced |
| Change Path, LLC | 9,935 | $2.72M | 0.09% | +2,664+36.6% | Added |
| Insigneo Advisory Services, LLC | 9,962 | $2.73M | 0.27% | −1,874−15.8% | Reduced |
| BigSur Wealth Management LLC | 9,950 | $2.73M | 0.75% | +20+0.2% | Added |
| Advisors Capital Management, LLC | 9,978 | $2.73M | 0.04% | +234+2.4% | Added |
| Warren Averett Asset Management, LLC | 10,056 | $2.75M | 0.05% | −796−7.3% | Reduced |
| Verde Capital Management | 10,078 | $2.76M | 0.83% | +115+1.2% | Added |
| Herbst Group, LLC | 10,110 | $2.77M | 1.71% | +500+5.2% | Added |
| 180 Wealth Advisors, LLC | 10,112 | $2.77M | 0.44% | −50.0% | Reduced |
| Sculati Wealth Management, LLC | 10,218 | $2.80M | 1.12% | +11+0.1% | Added |
| Delta Investment Management, LLC | 10,225 | $2.80M | 0.57% | −122−1.2% | Reduced |
| MV Capital Management, Inc. | 10,270 | $2.81M | 0.30% | +1,709+20.0% | Added |
| Diversify Advisory Services, LLC | 9,788 | $2.82M | 0.15% | −4,653−32.2% | Reduced |
| GAMMA Investing LLC | 10,328 | $2.83M | 0.28% | +3,292+46.8% | Added |
| Executive Wealth Management, LLC | 10,331 | $2.83M | 0.22% | −136−1.3% | Reduced |
| Moody National Bank Trust Division | 10,357 | $2.83M | 0.30% | +352+3.5% | Added |