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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 14,025 | $3.84M | 0.12% | −40.0% | Reduced |
| Graham Capital Management, L.P. | 14,031 | $3.84M | 0.13% | +6,426+84.5% | Added |
| Charter Trust Co | 14,039 | $3.84M | 0.25% | −145−1.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,045 | $3.85M | 0.27% | −750−5.1% | Reduced |
| Cumberland Partners Ltd | 14,100 | $3.86M | 0.27% | −1,000−6.6% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14,150 | $3.88M | 0.98% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 14,234 | $3.90M | 0.15% | +2,404+20.3% | Added |
| Paradigm Financial Partners, LLC | 11,421 | $3.90M | 0.54% | −174−1.5% | Reduced |
| Cozad Asset Management Inc | 14,274 | $3.91M | 0.37% | −72−0.5% | Reduced |
| M&G Plc | 14,273 | $3.91M | 0.02% | +7,038+97.3% | Added |
| Gladstone Institutional Advisory LLC | 14,307 | $3.92M | 0.19% | −5,183−26.6% | Reduced |
| NBT Bank N A | 14,329 | $3.92M | 0.26% | −242−1.7% | Reduced |
| Modus Advisors, LLC | 14,347 | $3.93M | 1.29% | +290+2.1% | Added |
| Ostrum Asset Management | 14,513 | $3.97M | 0.33% | −3,671−20.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 14,542 | $3.98M | 1.40% | +1,598+12.3% | Added |
| IHT Wealth Management, LLC | 14,539 | $3.98M | 0.11% | +3,967+37.5% | Added |
| Trust Co of Toledo NA | 14,572 | $3.99M | 0.54% | −253−1.7% | Reduced |
| Tudor Investment Corp Et Al | 14,588 | $3.99M | 0.04% | −222,561−93.8% | Reduced |
| Keeler Thomas Management LLC | 14,600 | $4.00M | 1.26% | +3,154+27.6% | Added |
| Aperture Investors, LLC | 14,615 | $4.00M | 0.51% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 14,538 | $4.03M | 0.37% | +239+1.7% | Added |
| Private Wealth Partners, LLC | 14,718 | $4.03M | 0.32% | −604−3.9% | Reduced |
| Beech Hill Advisors, Inc. | 14,735 | $4.03M | 1.53% | +346+2.4% | Added |
| Hixon Zuercher, LLC | 14,823 | $4.06M | 1.59% | −375−2.5% | Reduced |
| Zevenbergen Capital Investments LLC | 15,000 | $4.11M | 0.09% | +15,000 | New |
| Symphony Financial, Ltd. Co. | 14,900 | $4.12M | 0.68% | +744+5.3% | Added |
| Clarity Capital Partners LLC | 15,068 | $4.12M | 2.43% | +2,092+16.1% | Added |
| Mirova | 15,084 | $4.13M | 0.71% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 15,149 | $4.15M | 1.06% | −118−0.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 15,169 | $4.15M | 1.77% | +296+2.0% | Added |
| Midwest Professional Planners, LTD. | 15,211 | $4.16M | 1.27% | +1,004+7.1% | Added |
| Nicollet Investment Management, Inc. | 15,243 | $4.17M | 1.44% | +201+1.3% | Added |
| Arlington Financial Advisors, LLC | 15,255 | $4.18M | 0.86% | +248+1.7% | Added |
| WCG Wealth Advisors LLC | 15,330 | $4.20M | 0.28% | −1,118−6.8% | Reduced |
| LM Advisors LLC | 15,373 | $4.21M | 0.86% | −5,241−25.4% | Reduced |
| Savant Capital, LLC | 15,399 | $4.21M | 0.03% | +2,035+15.2% | Added |
| Vise Technologies, Inc. | 15,416 | $4.22M | 0.54% | +11,462+289.9% | Added |
| GeoWealth Management, LLC | 15,460 | $4.23M | 0.15% | −110−0.7% | Reduced |
| Sowell Financial Services LLC | 15,442 | $4.23M | 0.20% | −7,366−32.3% | Reduced |
| Linscomb & Williams, Inc. | 15,543 | $4.25M | 0.21% | −515−3.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 15,556 | $4.26M | 0.23% | −335−2.1% | Reduced |
| Bey-Douglas LLC | 15,589 | $4.27M | 3.74% | +154+1.0% | Added |
| Systematic Alpha Investments, LLC | 15,624 | $4.28M | 0.16% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 15,708 | $4.30M | 0.20% | +4,967+46.2% | Added |
| Sepio Capital, LP | 15,807 | $4.33M | 0.34% | +214+1.4% | Added |
| Vickerman Investment Advisors, Inc. | 15,832 | $4.33M | 1.27% | +241+1.5% | Added |
| Strategic Planning Group, LLC | 15,877 | $4.35M | 0.86% | +652+4.3% | Added |
| Peapack Gladstone Financial Corp | 15,931 | $4.36M | 0.06% | −3,039−16.0% | Reduced |
| Meeder Advisory Services, Inc. | 15,935 | $4.36M | 0.28% | −162−1.0% | Reduced |
| Farther Finance Advisors, LLC | 15,951 | $4.37M | 0.16% | −735−4.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 16,000 | $4.38M | 0.95% | 00.0% | Unchanged |
| Ascent Group, LLC | 16,002 | $4.38M | 0.33% | −3,554−18.2% | Reduced |
| Kerrisdale Advisers, LLC | 16,041 | $4.39M | 1.49% | −610−3.7% | Reduced |
| Pegasus Asset Management, Inc. | 16,055 | $4.39M | 1.68% | −257−1.6% | Reduced |
| De Burlo Group Inc | 16,164 | $4.42M | 0.54% | −260−1.6% | Reduced |
| RBA Wealth Management, LLC | 16,172 | $4.43M | 1.71% | +574+3.7% | Added |
| HBW Advisory Services LLC | 16,172 | $4.43M | 0.65% | −2,498−13.4% | Reduced |
| Northeast Financial Consultants Inc | 16,202 | $4.43M | 0.19% | −426−2.6% | Reduced |
| Cavalier Investments, LLC | 16,347 | $4.47M | 1.37% | +966+6.3% | Added |
| First Interstate Bank | 16,583 | $4.54M | 0.28% | −280−1.7% | Reduced |
| HighVista Strategies LLC | 16,585 | $4.54M | 1.57% | −4,600−21.7% | Reduced |
| Prentiss Smith & Co Inc | 16,617 | $4.55M | 2.91% | −21−0.1% | Reduced |
| D L Carlson Investment Group Inc | 16,629 | $4.55M | 0.82% | −195−1.2% | Reduced |
| Whalerock Point Partners, LLC | 16,637 | $4.55M | 1.08% | +388+2.4% | Added |
| Condor Capital Management | 16,743 | $4.58M | 0.41% | +215+1.3% | Added |
| Parsons Capital Management Inc | 16,794 | $4.60M | 0.29% | −70−0.4% | Reduced |
| Frank, Rimerman Advisors LLC | 16,803 | $4.60M | 0.33% | +909+5.7% | Added |
| LGT Group Foundation | 16,474 | $4.60M | 0.08% | +2,836+20.8% | Added |
| South State Corp. | 16,852 | $4.61M | 0.32% | −143−0.8% | Reduced |
| TD Private Client Wealth LLC | 16,883 | $4.62M | 0.13% | +8,949+112.8% | Added |
| Diversify Wealth Management, LLC | 16,345 | $4.65M | 0.45% | −3,488−17.6% | Reduced |
| Invst, LLC | 17,003 | $4.65M | 0.56% | +685+4.2% | Added |
| Independent Financial Group, LLC | 17,172 | $4.70M | 0.17% | −371−2.1% | Reduced |
| Oak Associates, Ltd | 17,181 | $4.70M | 0.32% | −264−1.5% | Reduced |
| Hudson Capital Management LLC | 17,181 | $4.70M | 1.50% | +202+1.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 17,185 | $4.70M | 0.18% | −1,171−6.4% | Reduced |
| Cullen Investment Group, Ltd. | 17,298 | $4.73M | 0.71% | −1,700−8.9% | Reduced |
| Promethos Capital, LLC | 17,360 | $4.75M | 1.69% | +17,360 | New |
| Capital Analysts, LLC | 17,397 | $4.76M | 0.19% | +1,735+11.1% | Added |
| Gateway Advisory, LLC | 17,459 | $4.78M | 0.77% | +332+1.9% | Added |
| Timber Creek Capital Management LLC | 17,483 | $4.79M | 1.34% | +703+4.2% | Added |
| Quadrant Private Wealth Management, LLC | 17,522 | $4.80M | 1.19% | +10.0% | Added |
| Bulltick Wealth Management, LLC | 17,607 | $4.83M | 1.20% | −2,600−12.9% | Reduced |
| Wedmont Private Capital | 16,972 | $4.83M | 0.28% | +1,098+6.9% | Added |
| Garde Capital, Inc. | 17,694 | $4.84M | 0.32% | −512−2.8% | Reduced |
| Steel Peak Wealth Management LLC | 17,731 | $4.86M | 0.22% | −81,694−82.2% | Reduced |
| Azzad Asset Management Inc | 17,800 | $4.87M | 0.55% | +1,676+10.4% | Added |
| Caldwell Trust Co | 17,841 | $4.88M | 0.51% | −511−2.8% | Reduced |
| Zions Bancorporation, N.A. | 17,866 | $4.89M | 0.36% | +1,663+10.3% | Added |
| FRG Family Wealth Advisors LLC | 17,982 | $4.92M | 0.88% | −240−1.3% | Reduced |
| Hills Bank & Trust Co | 17,994 | $4.93M | 0.37% | −351−1.9% | Reduced |
| Gifford Fong Associates | 18,009 | $4.93M | 1.23% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 18,054 | $4.94M | 2.06% | −304−1.7% | Reduced |
| Bray Capital Advisors | 18,096 | $4.95M | 1.21% | −345−1.9% | Reduced |
| Y.D. More Investments Ltd | 18,133 | $4.96M | 0.52% | −2,272−11.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 18,190 | $4.98M | 0.48% | +18,190 | New |
| Simplex Trading, LLC | 18,218 | $4.99M | 0.17% | +18,218 | New |
| Brady Family Wealth, LLC | 18,279 | $5.00M | 1.50% | +322+1.8% | Added |
| Dorsey & Whitney Trust CO LLC | 18,360 | $5.03M | 0.27% | +1,094+6.3% | Added |
| Strategic Blueprint, LLC | 18,442 | $5.05M | 0.31% | −4,225−18.6% | Reduced |