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 |
|---|---|---|---|---|---|
| Stamos Capital Partners, L.P. | 10,360 | $2.84M | 0.67% | +1,050+11.3% | Added |
| Cable Hill Partners, LLC | 10,366 | $2.84M | 0.28% | −38−0.4% | Reduced |
| Conscious Wealth Investments, LLC | 10,046 | $2.86M | 1.97% | +54+0.5% | Added |
| Citizens Business Bank | 10,472 | $2.87M | 0.58% | −179−1.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 10,493 | $2.87M | 0.05% | −501−4.6% | Reduced |
| Institute for Wealth Management, LLC. | 10,514 | $2.88M | 0.36% | +569+5.7% | Added |
| Community Financial Services Group, LLC | 10,524 | $2.88M | 0.59% | −229−2.1% | Reduced |
| Hilltop Holdings Inc. | 10,597 | $2.90M | 0.19% | +6,148+138.2% | Added |
| Naples Global Advisors, LLC | 10,586 | $2.90M | 0.27% | +3,555+50.6% | Added |
| GPM Growth Investors, Inc. | 10,662 | $2.92M | 1.21% | +223+2.1% | Added |
| OMC Financial Services LTD | 11,359 | $2.92M | 1.38% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,692 | $2.93M | 0.11% | −5,021−32.0% | Reduced |
| Roundview Capital LLC | 10,714 | $2.93M | 0.21% | +16+0.1% | Added |
| Fidelis Capital Partners, LLC | 10,322 | $2.94M | 0.35% | +779+8.2% | Added |
| RFG Advisory, LLC | 10,746 | $2.94M | 0.09% | +53+0.5% | Added |
| Fortis Capital Management LLC | 10,784 | $2.95M | 0.59% | +10,784 | New |
| Hancock Whitney Corp | 10,807 | $2.96M | 0.10% | +88+0.8% | Added |
| Sumitomo Life Insurance Co | 10,880 | $2.98M | 0.06% | +260+2.4% | Added |
| Ronald Blue Trust, Inc. | 11,610 | $2.98M | 0.04% | +3,065+35.9% | Added |
| Two Sigma Investments, LP | 10,916 | $2.99M | 0.01% | +700+6.9% | Added |
| Cabot Wealth Management Inc | 10,981 | $3.01M | 0.38% | −5,949−35.1% | Reduced |
| Sachetta, LLC | 10,986 | $3.01M | 1.19% | +10,790+5,505.1% | Added |
| Canandaigua National Bank & Trust Co | 10,988 | $3.01M | 0.29% | −5,206−32.1% | Reduced |
| Lake Street Advisors Group, LLC | 11,025 | $3.02M | 0.14% | −460−4.0% | Reduced |
| Westpac Banking Corp | 11,133 | $3.05M | 0.20% | −2,513−18.4% | Reduced |
| Weiss Asset Management LP | 11,136 | $3.05M | 0.08% | +11,136 | New |
| OV Management LLC | 11,157 | $3.05M | 2.03% | +411+3.8% | Added |
| Cohen Investment Advisors LLC | 11,180 | $3.06M | 1.87% | +1,034+10.2% | Added |
| RWM Asset Management, LLC | 11,204 | $3.07M | 0.54% | −1,165−9.4% | Reduced |
| Trust Asset Management LLC | 11,221 | $3.07M | 0.24% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 11,251 | $3.08M | 0.14% | −95−0.8% | Reduced |
| Enterprise Bank & Trust Co | 11,332 | $3.10M | 1.00% | +44+0.4% | Added |
| Graphene Investments SAS | 11,400 | $3.12M | 2.00% | +11,400 | New |
| First Hawaiian Bank | 11,420 | $3.13M | 0.10% | −281−2.4% | Reduced |
| Integrated Advisors Network LLC | 11,451 | $3.13M | 0.15% | +190+1.7% | Added |
| Alberta Investment Management Corp | 11,500 | $3.15M | 0.03% | +10,500+1,050.0% | Added |
| NBC Securities, Inc. | 11,598 | $3.17M | 0.27% | −607−5.0% | Reduced |
| SeaCrest Wealth Management, LLC | 11,638 | $3.19M | 0.34% | −379−3.2% | Reduced |
| Wright Investors Service Inc | 11,696 | $3.20M | 0.84% | +343+3.0% | Added |
| Pitcairn Co | 11,708 | $3.20M | 0.19% | −1,709−12.7% | Reduced |
| Wellington Shields Capital Management, LLC | 11,711 | $3.21M | 0.56% | −332−2.8% | Reduced |
| Roberts Wealth Advisors, LLC | 11,004 | $3.21M | 1.04% | +312+2.9% | Added |
| New Hampshire Trust | 11,786 | $3.23M | 0.69% | +58+0.5% | Added |
| Mutual Advisors, LLC | 11,356 | $3.26M | 0.10% | −2,187−16.1% | Reduced |
| Rockline Wealth Management, LLC | 11,909 | $3.26M | 0.92% | −108−0.9% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 11,933 | $3.27M | 1.35% | +26+0.2% | Added |
| Atomi Financial Group, Inc. | 11,999 | $3.28M | 0.21% | +2,589+27.5% | Added |
| Gs Investments, Inc. | 12,034 | $3.29M | 1.47% | +5,088+73.3% | Added |
| Finer Wealth Management, Inc. | 12,052 | $3.30M | 2.04% | +105+0.9% | Added |
| Merit Financial Group, LLC | 12,082 | $3.31M | 0.07% | −4,271−26.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 12,144 | $3.32M | 0.75% | +1,949+19.1% | Added |
| Diversified Trust Co | 12,193 | $3.34M | 0.08% | −1,576−11.4% | Reduced |
| Green Harvest Asset Management LLC | 12,214 | $3.34M | 0.07% | +67+0.6% | Added |
| Carmignac Gestion | 12,212 | $3.35M | 0.06% | +58+0.5% | Added |
| River Wealth Advisors LLC | 12,228 | $3.35M | 0.45% | +12,228 | New |
| Verition Fund Management LLC | 12,302 | $3.37M | 0.02% | −7,292−37.2% | Reduced |
| Harbor Investment Advisory, LLC | 29,008 | $3.39M | 0.33% | −80−0.3% | Reduced |
| Arthur M. Cohen & Associates, LLC | 12,498 | $3.39M | 0.61% | +192+1.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 12,424 | $3.40M | 0.12% | +5,299+74.4% | Added |
| Sound View Wealth Advisors Group, LLC | 12,486 | $3.42M | 0.28% | +2,577+26.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 12,613 | $3.45M | 2.09% | +2,393+23.4% | Added |
| Laurel Wealth Advisors LLC | 12,639 | $3.46M | 0.56% | −40.0% | Reduced |
| Stelac Advisory Services LLC | 12,690 | $3.47M | 1.41% | −15,468−54.9% | Reduced |
| Independence Bank of Kentucky | 12,753 | $3.49M | 0.75% | +42+0.3% | Added |
| Icon Advisers Inc | 12,900 | $3.49M | 0.73% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 12,804 | $3.50M | 1.13% | −143−1.1% | Reduced |
| Winch Advisory Services, LLC | 12,807 | $3.51M | 0.97% | −82−0.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 12,860 | $3.52M | 0.73% | +962+8.1% | Added |
| IPG Investment Advisors LLC | 12,866 | $3.53M | 0.77% | −2,825−18.0% | Reduced |
| Bridgeway Capital Management, LLC | 12,900 | $3.53M | 0.08% | −700−5.1% | Reduced |
| Savoie Capital LLC | 12,900 | $3.53M | 0.43% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 12,917 | $3.54M | 1.36% | −1,428−10.0% | Reduced |
| Western Wealth Management, LLC | 12,918 | $3.54M | 0.20% | +2,060+19.0% | Added |
| Centaurus Financial, Inc. | 12,958 | $3.55M | 0.23% | +494+4.0% | Added |
| Harrell Investment Partners, LLC | 12,971 | $3.55M | 1.00% | +137+1.1% | Added |
| Ritholtz Wealth Management | 12,977 | $3.55M | 0.11% | +160+1.2% | Added |
| Davidson Capital Management Inc. | 13,037 | $3.57M | 1.03% | −119−0.9% | Reduced |
| Garrett Investment Advisors LLC | 13,040 | $3.57M | 0.36% | +582+4.7% | Added |
| Qtron Investments LLC | 13,108 | $3.59M | 0.49% | +2,301+21.3% | Added |
| Atom Investors LP | 13,179 | $3.61M | 0.38% | −8,661−39.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 13,198 | $3.61M | 0.73% | −2,535−16.1% | Reduced |
| Ocean Capital Management, LLC | 13,258 | $3.63M | 0.85% | +1,834+16.1% | Added |
| Courier Capital LLC | 13,270 | $3.63M | 0.25% | +337+2.6% | Added |
| Harbor Capital Advisors, Inc. | 13,289 | $3.64M | 0.16% | −4,281−24.4% | Reduced |
| Transcend Wealth Collective, LLC | 13,303 | $3.64M | 0.24% | −83−0.6% | Reduced |
| Axxcess Wealth Management, LLC | 13,316 | $3.64M | 0.09% | −6,775−33.7% | Reduced |
| International Assets Investment Management, LLC | 1,002,848 | $3.66M | 0.02% | +998,628+23,664.2% | Added |
| Transamerica Financial Advisors, Inc. | 13,414 | $3.67M | 0.36% | +13,414 | New |
| Private Advisory Group LLC | 13,488 | $3.69M | 0.47% | +12,296+1,031.5% | Added |
| Northcape Capital Pty Ltd | 13,522 | $3.70M | 0.55% | −2,444−15.3% | Reduced |
| West Michigan Advisors, LLC | 13,522 | $3.70M | 1.12% | +11,897+732.1% | Added |
| Canal Capital Management, LLC | 13,568 | $3.71M | 0.59% | +505+3.9% | Added |
| Capital Group Investment Management Pte. Ltd. | 13,693 | $3.75M | 0.75% | +1,468+12.0% | Added |
| Richard Bernstein Advisors LLC | 13,758 | $3.77M | 0.08% | +13,758 | New |
| CWA Asset Management Group, LLC | 13,772 | $3.77M | 0.20% | +13,772 | New |
| John G Ullman & Associates Inc | 13,800 | $3.78M | 0.54% | −900−6.1% | Reduced |
| KCM Investment Advisors LLC | 13,866 | $3.80M | 0.13% | −155−1.1% | Reduced |
| WD Rutherford LLC | 13,981 | $3.83M | 1.87% | +278+2.0% | Added |
| Fifth Third Wealth Advisors LLC | 13,990 | $3.83M | 0.23% | +492+3.6% | Added |
| Redwood Investments, LLC | 13,998 | $3.83M | 1.14% | −326−2.3% | Reduced |