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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; 2,491 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.

Institutional holdersQ3 2024: 2,657 institutions
Q1 2021: 1,989 institutionsQ2 2021: 2,071 institutionsQ3 2021: 2,188 institutionsQ4 2021: 2,356 institutionsQ1 2022: 2,282 institutionsQ2 2022: 2,140 institutionsQ3 2022: 2,060 institutionsQ4 2022: 2,027 institutionsQ1 2023: 2,183 institutionsQ2 2023: 2,301 institutionsQ3 2023: 2,294 institutionsQ4 2023: 2,601 institutionsQ1 2024: 2,769 institutionsQ2 2024: 2,630 institutionsQ3 2024: 2,657 institutionsQ4 2024: 3,110 institutionsQ1 2025: 2,956 institutionsQ2 2025: 2,960 institutionsQ3 2025: 2,816 institutionsQ4 2025: 2,959 institutionsQ1 2026: 2,696 institutionsQ2 2026: 2,491 institutions
Value heldQ3 2024: $209.1B
Q1 2021: $151.3BQ2 2021: $178.1BQ3 2021: $207.8BQ4 2021: $195.5BQ1 2022: $163.0BQ2 2022: $128.2BQ3 2022: $111.4BQ4 2022: $100.8BQ1 2023: $153.3BQ2 2023: $161.7BQ3 2023: $155.1BQ4 2023: $204.8BQ1 2024: $235.7BQ2 2024: $198.8BQ3 2024: $209.1BQ4 2024: $258.7BQ1 2025: $209.1BQ2 2025: $210.0BQ3 2025: $179.8BQ4 2025: $201.9BQ1 2026: $137.9BQ2 2026: $109.5B
Institutions holding CRM and their total value by quarter
QuarterHoldersValue
Q2 20262,491$109.5B
Q1 20262,696$137.9B
Q4 20252,959$201.9B
Q3 20252,816$179.8B
Q2 20252,960$210.0B
Q1 20252,956$209.1B
Q4 20243,110$258.7B
Q3 20242,657$209.1B
Q2 20242,630$198.8B
Q1 20242,769$235.7B
Q4 20232,601$204.8B
Q3 20232,294$155.1B
Q2 20232,301$161.7B
Q1 20232,183$153.3B
Q4 20222,027$100.8B
Q3 20222,060$111.4B
Q2 20222,140$128.2B
Q1 20222,282$163.0B
Q4 20212,356$195.5B
Q3 20212,188$207.8B
Q2 20212,071$178.1B
Q1 20211,989$151.3B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q2 2024.

Institutions holding CRM in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Atlantic Private Wealth, LLC100$27.4K0.02%+100New
Strategic Investment Solutions, Inc.101$27.7K0.01%−27−21.1%Reduced
Granite FO LLC103$28.2K0.02%+103New
Aspect Partners, LLC105$28.7K0.02%−4−3.7%Reduced
Chesapeake Asset Management LLC107$29.4K0.03%+7+7.0%Added
SJS Investment Consulting Inc.108$29.6K0.01%+64+145.5%Added
Red Tortoise LLC108$29.6K0.01%00.0%Unchanged
Barrett & Company, Inc.110$30.1K0.01%00.0%Unchanged
ZynergyRetirementPlanningLLC110$30.1K0.02%00.0%Unchanged
Stephenson National Bank & Trust111$30.4K0.01%+18+19.4%Added
Cedar Mountain Advisors, LLC111$30.4K0.01%00.0%Unchanged
Ruedi Wealth Management, Inc.113$30.9K0.01%−26−18.7%Reduced
Stephens Consulting, LLC115$31.5K0.01%−14−10.9%Reduced
Gables Capital Management Inc.116$31.8K0.02%00.0%Unchanged
Planning Capital Management Corp116$31.8K0.02%−682−85.5%Reduced
Main Street Group, LTD117$32.0K0.01%−2−1.7%Reduced
Kathleen S. Wright Associates Inc.117$32.0K0.01%00.0%Unchanged
Godsey & Gibb Associates120$32.8K0.00%+90+300.0%Added
Pingora Partners LLC125$34.2K0.02%−45−26.5%Reduced
First Personal Financial Services125$34.2K0.01%+3+2.5%Added
Aster Capital Management (DIFC) Ltd128$35.0K0.01%+128New
Clear Investment Research, LLC129$35.4K0.05%+19+17.3%Added
Perkins Coie Trust Co135$36.9K0.01%00.0%Unchanged
AlphaMark Advisors, LLC136$37.0K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC136$37.2K0.01%+3+2.3%Added
Pflug Koory, LLC138$37.8K0.02%+138New
Colonial Trust Advisors138$37.8K0.00%+4+3.0%Added
Annapolis Financial Services, LLC139$38.0K0.01%+80+135.6%Added
Glass Jacobson Investment Advisors llc140$38.3K0.01%00.0%Unchanged
MCF Advisors LLC141$38.6K0.00%+9+6.8%Added
Pacifica Partners Inc.144$39.4K0.02%00.0%Unchanged
IAG Wealth Partners, LLC150$41.1K0.01%00.0%Unchanged
Slocum, Gordon & Co LLP150$41.1K0.02%00.0%Unchanged
Core Alternative Capital153$41.9K0.01%00.0%Unchanged
Union Savings Bank155$42.4K0.02%00.0%Unchanged
WFA Asset Management Corp158$43.4K0.02%00.0%Unchanged
Pin Oak Investment Advisors Inc167$45.0K0.04%−351−67.8%Reduced
McCarthy Grittinger Financial Group, LLC165$45.2K0.01%00.0%Unchanged
ZRC Wealth Management, LLC165$45.2K0.02%−94−36.3%Reduced
Raffa Wealth Management, LLC166$45.4K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC168$46.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC169$46.3K0.00%+106+168.3%Added
1620 Investment Advisors, Inc.170$46.4K0.03%+11+6.9%Added
Richardson Capital Management LLC170$46.5K0.03%−190−52.8%Reduced
Kings Path Partners LLC176$48.2K0.02%00.0%Unchanged
Duncker Streett & Co Inc178$48.7K0.01%00.0%Unchanged
Tidemark, LLC182$49.8K0.02%00.0%Unchanged
Oakworth Capital, Inc.191$52.3K0.00%−24−11.2%Reduced
FSA Wealth Management LLC192$52.6K0.02%+192New
Bank & Trust Co195$53.4K0.04%+15+8.3%Added
Emerald Advisers, LLC200$54.7K0.00%00.0%Unchanged
Breakwater Investment Management200$54.7K0.02%00.0%Unchanged
REAP Financial Group, LLC201$55.0K0.01%+85+73.3%Added
Financial Network Wealth Advisors LLC209$57.2K0.05%−519−71.3%Reduced
Tucker Asset Management LLC218$59.7K0.01%−19−8.0%Reduced
Bull Oak Capital, LLC218$59.7K0.03%+218New
DSM Capital Partners LLC220$60.2K0.00%−79−26.4%Reduced
CGC Financial Services, LLC223$61.0K0.02%00.0%Unchanged
Financial Perspectives, Inc223$61.0K0.02%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.229$63.0K0.04%+229New
Pacific Center for Financial Services230$63.1K0.02%00.0%Unchanged
Hartford Financial Management Inc.235$64.3K0.01%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc238$65.1K0.01%+96+67.6%Added
Transcendent Capital Group LLC239$65.4K0.03%−115−32.5%Reduced
Virtus Investment Advisers, Inc.248$67.9K0.05%00.0%Unchanged
Iron Horse Wealth Management, LLC252$68.9K0.02%+17+7.2%Added
Princeton Global Asset Management LLC256$70.1K0.01%+253+8,433.3%Added
GHP Investment Advisors, Inc.259$70.9K0.00%+53+25.7%Added
Tower View Investment Management & Research LLC261$71.4K0.04%+1+0.4%Added
Operose Advisors LLC262$71.7K0.02%+31+13.4%Added
Armstrong Advisory Group, Inc266$72.9K0.01%−90−25.3%Reduced
Activest Wealth Management269$73.6K0.02%−499−65.0%Reduced
Live Oak Investment Partners–$73.9K0.06%––
McIlrath & Eck, LLC272$74.5K0.01%+9+3.4%Added
Creekmur Asset Management LLC273$74.7K0.02%+32+13.3%Added
Northwest Capital Management Inc283$77.5K0.03%00.0%Unchanged
Reston Wealth Management LLC284$77.7K0.03%+284New
Caldwell Sutter Capital, Inc.288$78.8K0.04%−178−38.2%Reduced
Delta Asset Management LLC292$79.9K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC292$80.0K0.02%−7−2.3%Reduced
Blue Bell Private Wealth Management, LLC295$80.8K0.02%+12+4.2%Added
Logan Capital Management Inc298$81.6K0.00%00.0%Unchanged
Horizon Financial Services, LLC298$81.6K0.05%00.0%Unchanged
Northwest Investment Counselors, LLC298$81.6K0.02%+298New
Mark Sheptoff Financial Planning, LLC300$82.1K0.04%+300New
Bank of New Hampshire310$84.8K0.02%00.0%Unchanged
FWL Investment Management, LLC310$84.8K0.03%+15+5.1%Added
Bay Harbor Wealth Management, LLC310$85.0K0.03%−14−4.3%Reduced
Ulland Investment Advisors, LLC309$85.0K0.06%−250−44.7%Reduced
MB, Levis & Associates, LLC311$85.1K0.04%00.0%Unchanged
Plante Moran Financial Advisors, LLC321$87.9K0.01%−143−30.8%Reduced
Ogorek Anthony Joseph322$88.0K0.03%+8+2.5%Added
SWAN Capital LLC329$90.1K0.04%00.0%Unchanged
Estabrook Capital Management331$90.6K0.01%00.0%Unchanged
JCIC Asset Management Inc.340$93.1K0.04%+26+8.3%Added
Union Investments & Development Ltd.350$95.8K0.55%00.0%Unchanged
City Holding Co351$96.1K0.01%00.0%Unchanged
Private Wealth Management Group, LLC357$97.7K0.04%+37+11.6%Added
Cornerstone Planning Group LLC327$97.8K0.03%+4+1.2%Added
American Capital Advisory, LLC360$98.5K0.06%00.0%Unchanged