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 |
|---|---|---|---|---|---|
| Codex Capital Asset Management L.L.C. | 18,500 | $5.06M | 2.25% | −5,500−22.9% | Reduced |
| Harbour Capital Advisors, LLC | 17,594 | $5.07M | 1.17% | −322−1.8% | Reduced |
| Woodmont Investment Counsel LLC | 18,540 | $5.07M | 0.38% | +283+1.6% | Added |
| Spire Wealth Management | 18,613 | $5.09M | 0.17% | −17,352−48.2% | Reduced |
| AXS Investments LLC | 18,723 | $5.12M | 1.36% | −3,730−16.6% | Reduced |
| Integrated Wealth Concepts LLC | 18,780 | $5.14M | 0.06% | −1,986−9.6% | Reduced |
| First Horizon Advisors, Inc. | 18,830 | $5.15M | 0.14% | +181+1.0% | Added |
| Signaturefd, LLC | 18,865 | $5.16M | 0.10% | +837+4.6% | Added |
| Vestcor Inc | 18,936 | $5.18M | 0.16% | −10,000−34.6% | Reduced |
| Ballentine Partners, LLC | 19,008 | $5.20M | 0.09% | +3,846+25.4% | Added |
| Linden Thomas Advisory Services, LLC | 19,155 | $5.24M | 0.72% | +922+5.1% | Added |
| Sawyer & Company, Inc | 19,163 | $5.25M | 1.94% | +348+1.8% | Added |
| Miracle Mile Advisors, LLC | 19,200 | $5.26M | 0.12% | −840−4.2% | Reduced |
| Red Door Wealth Management, LLC | 19,229 | $5.26M | 0.88% | +1,577+8.9% | Added |
| YHB Investment Advisors, Inc. | 19,233 | $5.26M | 0.44% | +811+4.4% | Added |
| Summit Financial, LLC | 19,220 | $5.27M | 0.21% | +130+0.7% | Added |
| Walleye Capital LLC | 19,318 | $5.29M | 0.06% | −49,175−71.8% | Reduced |
| Sonora Investment Management Group, LLC | 19,334 | $5.29M | 0.39% | +13,843+252.1% | Added |
| Elite Wealth Management, Inc. | 19,368 | $5.30M | 1.22% | +211+1.1% | Added |
| Bouvel Investment Partners, LLC | 19,520 | $5.34M | 2.01% | +94+0.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19,523 | $5.34M | 0.21% | +166+0.9% | Added |
| Cullinan Associates Inc | 18,396 | $5.35M | 0.30% | −2,826−13.3% | Reduced |
| Mission Wealth Management, LP | 19,574 | $5.36M | 0.13% | +1,357+7.4% | Added |
| AlTi Global, Inc. | 19,693 | $5.40M | 0.13% | +3,566+22.1% | Added |
| SeaBridge Investment Advisors LLC | 19,747 | $5.40M | 1.32% | +178+0.9% | Added |
| Meridian Wealth Advisors, LLC | 19,818 | $5.42M | 0.91% | +449+2.3% | Added |
| Brown Brothers Harriman & Co | 19,902 | $5.45M | 0.04% | −1,361−6.4% | Reduced |
| Stoneridge Investment Partners LLC | 19,934 | $5.46M | 2.03% | −2,495−11.1% | Reduced |
| Ally Financial Inc. | 20,000 | $5.47M | 0.66% | +2,000+11.1% | Added |
| Petredis Investment Advisors LLC | 20,029 | $5.48M | 0.58% | −49−0.2% | Reduced |
| Bailard, Inc. | 20,060 | $5.49M | 0.14% | −320−1.6% | Reduced |
| E Fund Management Co., Ltd. | 20,074 | $5.49M | 0.28% | +4,236+26.7% | Added |
| Ossiam | 20,101 | $5.50M | 0.11% | −52,567−72.3% | Reduced |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $5.51M | 1.85% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 20,121 | $5.51M | 0.30% | +8,385+71.4% | Added |
| Tairen Capital Ltd | 19,000 | $5.54M | 0.20% | −24,000−55.8% | Reduced |
| Argent Trust Co | 20,336 | $5.57M | 0.23% | −4,500−18.1% | Reduced |
| Smithbridge Asset Management Inc | 20,455 | $5.60M | 0.96% | +8,609+72.7% | Added |
| Bridge Creek Capital Management LLC | 20,455 | $5.60M | 1.69% | +55+0.3% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 20,604 | $5.64M | 2.18% | −407−1.9% | Reduced |
| Stevens Capital Management LP | 20,658 | $5.65M | 0.80% | +20,658 | New |
| Greater Midwest Financial Group, LLC | 20,676 | $5.66M | 3.32% | −92−0.4% | Reduced |
| Family Management Corp | 20,682 | $5.66M | 0.94% | +7,680+59.1% | Added |
| Cyndeo Wealth Partners, LLC | 20,866 | $5.71M | 0.40% | +4,267+25.7% | Added |
| Meritage Portfolio Management | 21,047 | $5.76M | 0.35% | −298−1.4% | Reduced |
| Lazard Freres Gestion S.A.S. | 21,100 | $5.78M | 0.12% | −3,187−13.1% | Reduced |
| Checchi Capital Advisers, LLC | 21,197 | $5.80M | 0.43% | +548+2.7% | Added |
| Hillman Capital Management, Inc. | 21,205 | $5.80M | 1.99% | +12+0.1% | Added |
| RB Capital Management, LLC | 21,242 | $5.81M | 1.37% | +17+0.1% | Added |
| Renaissance Investment Group LLC | 21,277 | $5.82M | 1.21% | +840+4.1% | Added |
| GFI Investment Counsel Ltd. | 21,364 | $5.85M | 0.68% | +21,364 | New |
| Westbourne Investment Advisors, Inc. | 21,388 | $5.85M | 2.05% | +714+3.5% | Added |
| China Universal Asset Management Co., Ltd. | 21,382 | $5.86M | 0.65% | −18,220−46.0% | Reduced |
| Iowa State Bank | 21,436 | $5.87M | 1.21% | −220−1.0% | Reduced |
| Allworth Financial LP | 21,665 | $5.93M | 0.04% | −1,495−6.5% | Reduced |
| Thoroughbred Financial Services, LLC | 21,679 | $5.93M | 0.38% | −2,753−11.3% | Reduced |
| Conning Inc. | 21,730 | $5.95M | 0.20% | −23−0.1% | Reduced |
| Trust Co of Kansas | 21,790 | $5.96M | 2.90% | +191+0.9% | Added |
| Dynamic Advisor Solutions LLC | 21,861 | $5.98M | 0.18% | +313+1.5% | Added |
| V-Square Quantitative Management LLC | 21,868 | $5.99M | 0.88% | +2,354+12.1% | Added |
| Longbow Finance SA | 21,897 | $5.99M | 0.64% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 22,083 | $6.04M | 0.11% | +2,665+13.7% | Added |
| M. Kulyk & Associates, LLC | 22,125 | $6.06M | 1.22% | +193+0.9% | Added |
| Siemens Fonds Invest GmbH | 22,130 | $6.06M | 0.48% | +65+0.3% | Added |
| Roanoke Asset Management Corp | 22,165 | $6.07M | 1.91% | +580+2.7% | Added |
| Golden State Equity Partners | 22,193 | $6.07M | 0.95% | +55+0.2% | Added |
| Jefferies Financial Group Inc. | 22,349 | $6.12M | 0.10% | +454+2.1% | Added |
| Meridian Management Co | 22,424 | $6.14M | 1.56% | +828+3.8% | Added |
| Essex Investment Management Co LLC | 22,452 | $6.15M | 1.07% | −1,278−5.4% | Reduced |
| Twin Capital Management Inc | 22,500 | $6.16M | 0.69% | −430−1.9% | Reduced |
| Fragasso Group Inc. | 22,513 | $6.16M | 0.47% | +519+2.4% | Added |
| Wahed Invest LLC | 22,526 | $6.17M | 1.10% | +891+4.1% | Added |
| Brighton Jones LLC | 22,566 | $6.18M | 0.23% | −2,959−11.6% | Reduced |
| Horizon Investments, LLC | 22,578 | $6.18M | 0.16% | −246−1.1% | Reduced |
| Vision Capital Management, Inc. | 22,594 | $6.18M | 0.87% | +380+1.7% | Added |
| St Germain D J Co Inc | 22,619 | $6.19M | 0.28% | −400−1.7% | Reduced |
| NorthRock Partners, LLC | 22,593 | $6.19M | 0.20% | +3,569+18.8% | Added |
| Sendero Wealth Management, LLC | 22,667 | $6.20M | 0.98% | +3,738+19.7% | Added |
| United Services Automobile Association | 22,681 | $6.21M | 0.16% | −4,993−18.0% | Reduced |
| Equitable Holdings, Inc. | 22,865 | $6.26M | 0.06% | +3,501+18.1% | Added |
| Bank Hapoalim BM | 22,876 | $6.26M | 0.95% | −1,044−4.4% | Reduced |
| Hantz Financial Services, Inc. | 22,892 | $6.27M | 0.11% | −114,467−83.3% | Reduced |
| Van Strum & Towne Inc. | 22,943 | $6.28M | 2.17% | +40+0.2% | Added |
| We Are One Seven, LLC | 22,959 | $6.28M | 0.27% | +4,146+22.0% | Added |
| Plimoth Trust Co LLC | 23,014 | $6.30M | 1.59% | +172+0.8% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 23,029 | $6.30M | 0.29% | +204+0.9% | Added |
| HighPoint Advisor Group LLC | 23,046 | $6.31M | 0.37% | −5,294−18.7% | Reduced |
| Venture Visionary Partners LLC | 23,142 | $6.33M | 0.28% | −143−0.6% | Reduced |
| Consolidated Investment Group LLC | 23,200 | $6.35M | 0.94% | 00.0% | Unchanged |
| Blue Zone Wealth Advisors, LLC | 23,240 | $6.36M | 1.98% | +677+3.0% | Added |
| Clean Yield Group | 23,263 | $6.37M | 2.02% | +3,149+15.7% | Added |
| Trifecta Capital Advisors, LLC | 23,300 | $6.38M | 1.33% | +308+1.3% | Added |
| SFMG, LLC | 23,348 | $6.39M | 0.52% | +84+0.4% | Added |
| Ceera Investments, LLC | 23,513 | $6.44M | 2.43% | −465−1.9% | Reduced |
| Moran Wealth Management, LLC | 23,552 | $6.45M | 0.20% | −55,715−70.3% | Reduced |
| Central Trust Co | 23,592 | $6.46M | 0.15% | −1,320−5.3% | Reduced |
| Meridian Wealth Management, LLC | 23,729 | $6.49M | 0.32% | +850+3.7% | Added |
| Clark Capital Management Group, Inc. | 23,833 | $6.52M | 0.04% | +2,267+10.5% | Added |
| Webster Bank, N. A. | 23,835 | $6.52M | 0.69% | −1,214−4.8% | Reduced |
| Pinnbrook Capital Management LP | 23,855 | $6.53M | 1.97% | +23,855 | New |