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 |
|---|---|---|---|---|---|
| Boston Financial Mangement LLC | 23,866 | $6.53M | 0.19% | +110.0% | Added |
| Summit Global Investments | 23,932 | $6.55M | 0.42% | +21,699+971.7% | Added |
| Pioneer Trust Bank N A | 23,999 | $6.57M | 1.68% | +2,414+11.2% | Added |
| AIA Group Ltd | 24,028 | $6.58M | 0.17% | +1,962+8.9% | Added |
| HB Wealth Management, LLC | 24,044 | $6.58M | 0.07% | +5,405+29.0% | Added |
| Asio Capital, LLC | 24,071 | $6.59M | 1.25% | −17−0.1% | Reduced |
| KMG Fiduciary Partners, LLC | 24,099 | $6.60M | 0.57% | +698+3.0% | Added |
| Johnson Investment Counsel Inc | 24,149 | $6.61M | 0.07% | −320−1.3% | Reduced |
| Eastover Investment Advisors LLC | 24,174 | $6.62M | 3.10% | +3,500+16.9% | Added |
| Marietta Wealth Management, LLC | 24,271 | $6.64M | 0.97% | +1,076+4.6% | Added |
| Knollwood Investment Advisory, LLC | 24,312 | $6.65M | 0.71% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 23,010 | $6.66M | 0.14% | +6,440+38.9% | Added |
| Modera Wealth Management, LLC | 24,341 | $6.66M | 0.08% | +3,308+15.7% | Added |
| Louisbourg Investments Inc. | 29,997 | $6.69M | 1.69% | +1,530+5.4% | Added |
| Spinnaker Trust | 24,681 | $6.76M | 0.42% | −874−3.4% | Reduced |
| Peloton Wealth Strategists | 24,827 | $6.79M | 2.70% | +1,695+7.3% | Added |
| Everence Capital Management Inc | 24,840 | $6.80M | 0.43% | −4,320−14.8% | Reduced |
| Zweig-DiMenna Associates LLC | 25,000 | $6.84M | 0.69% | +23,500+1,566.7% | Added |
| Sigma Planning Corp | 25,003 | $6.84M | 0.21% | −989−3.8% | Reduced |
| BDF-Gestion | 28,403 | $6.90M | 1.13% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 25,409 | $6.93M | 0.13% | +13,926+121.3% | Added |
| Strategic Advisors LLC | 25,308 | $6.93M | 1.29% | −20.0% | Reduced |
| First Nebraska Trust Co | 25,479 | $6.97M | 0.68% | −180−0.7% | Reduced |
| Paloma Partners Management Co | 25,500 | $6.98M | 0.37% | +25,500 | New |
| SP Asset Management LLC | 25,597 | $7.01M | 0.58% | +40+0.2% | Added |
| Kornitzer Capital Management Inc | 25,662 | $7.02M | 0.13% | −1,073−4.0% | Reduced |
| Evergreen Capital Management LLC | 25,627 | $7.02M | 0.24% | +1,727+7.2% | Added |
| Apollon Wealth Management, LLC | 25,801 | $7.06M | 0.20% | +1,434+5.9% | Added |
| Quintet Private Bank (Europe) S.A. | 25,973 | $7.11M | 0.41% | +3,792+17.1% | Added |
| Park Avenue Securities LLC | 26,004 | $7.12M | 0.08% | −3,736−12.6% | Reduced |
| Squarepoint Ops LLC | 26,089 | $7.14M | 0.02% | −99,778−79.3% | Reduced |
| Chartwell Investment Partners, LLC | 26,100 | $7.14M | 0.25% | −5,433−17.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 26,183 | $7.17M | 0.63% | +615+2.4% | Added |
| Arrow Financial Corp | 26,235 | $7.18M | 0.66% | +985+3.9% | Added |
| IMC-Chicago, LLC | 26,248 | $7.18M | 0.21% | +26,248 | New |
| ClariVest Asset Management LLC | 28,128 | $7.23M | 0.74% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 26,461 | $7.24M | 1.17% | +560+2.2% | Added |
| Guinness Atkinson Asset Management Inc | 26,592 | $7.28M | 3.54% | +45+0.2% | Added |
| Atlantic Union Bankshares Corp | 26,635 | $7.29M | 0.42% | +4,564+20.7% | Added |
| Phoenix Holdings Ltd. | 26,654 | $7.31M | 0.11% | +2,784+11.7% | Added |
| Bleakley Financial Group, LLC | 26,723 | $7.31M | 0.22% | +1,615+6.4% | Added |
| Empowered Funds, LLC | 26,725 | $7.31M | 0.12% | −30,433−53.2% | Reduced |
| FourThought Financial Partners, LLC | 26,769 | $7.33M | 0.87% | +912+3.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 26,806 | $7.34M | 0.62% | +1,708+6.8% | Added |
| Veriti Management LLC | 26,944 | $7.37M | 0.40% | +4,526+20.2% | Added |
| Selkirk Management LLC | 27,000 | $7.39M | 3.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 27,020 | $7.40M | 0.11% | −117−0.4% | Reduced |
| Selective Wealth Management, Inc. | 25,416 | $7.41M | 3.08% | −1,908−7.0% | Reduced |
| Shell Asset Management Co | 27,248 | $7.46M | 0.33% | +27,248 | New |
| Principal Securities, Inc. | 27,411 | $7.50M | 0.18% | −8,337−23.3% | Reduced |
| Dillon & Associates Inc | 27,584 | $7.56M | 1.06% | +836+3.1% | Added |
| Concurrent Investment Advisors, LLC | 53,674 | $7.60M | 0.23% | +1,486+2.8% | Added |
| National Asset Management, Inc. | 27,599 | $7.64M | 0.21% | −983−3.4% | Reduced |
| Wetherby Asset Management Inc | 27,952 | $7.65M | 0.35% | +413+1.5% | Added |
| Grafton Street Partners Fund, LP | 28,095 | $7.69M | 6.10% | −16,000−36.3% | Reduced |
| Massmutual Trust Co FSB | 28,142 | $7.70M | 0.22% | +319+1.1% | Added |
| Cohen Klingenstein LLC | 28,300 | $7.75M | 0.27% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 28,690 | $7.85M | 0.54% | −2,637−8.4% | Reduced |
| River Road Asset Management, LLC | 29,128 | $7.97M | 0.10% | +13,882+91.1% | Added |
| Harvey Capital Management Inc | 29,136 | $7.97M | 1.99% | +20,661+243.8% | Added |
| Wormser Freres Gestion | 29,072 | $7.98M | 4.87% | +612+2.2% | Added |
| Bank of Nova Scotia Trust Co | 29,268 | $8.01M | 0.81% | +848+3.0% | Added |
| First Trust Investment Solutions L.P. | 29,557 | $8.09M | 0.91% | +26,606+901.6% | Added |
| Fundamentun, LLC | 29,640 | $8.11M | 0.57% | +2,236+8.2% | Added |
| Lockheed Martin Investment Management Co | 29,660 | $8.12M | 0.38% | −860−2.8% | Reduced |
| SpiderRock Advisors, LLC | 29,726 | $8.14M | 0.17% | −1,866−5.9% | Reduced |
| Plato Investment Management Ltd | 29,864 | $8.17M | 0.66% | +684+2.3% | Added |
| Wedbush Securities Inc | 29,854 | $8.17M | 0.30% | −3,192−9.7% | Reduced |
| Callahan Advisors, LLC | 29,989 | $8.21M | 0.80% | +1,909+6.8% | Added |
| Sora Investors LLC | 30,000 | $8.21M | 1.43% | −35,000−53.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 30,022 | $8.22M | 0.34% | −1,184−3.8% | Reduced |
| Pinnacle Associates Ltd | 31,664 | $8.33M | 0.14% | +332+1.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 30,500 | $8.35M | 0.45% | +945+3.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 30,712 | $8.41M | 0.20% | −197−0.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 30,865 | $8.45M | 0.58% | −307−1.0% | Reduced |
| North Star Asset Management Inc | 30,912 | $8.46M | 0.38% | +7,400+31.5% | Added |
| First National Trust Co | 31,131 | $8.52M | 0.33% | +316+1.0% | Added |
| Citadel Advisors LLC | 31,284 | $8.56M | 0.01% | −278,498−89.9% | Reduced |
| Level Four Advisory Services, LLC | 29,526 | $8.60M | 0.36% | −60.0% | Reduced |
| Foundations Investment Advisors, LLC | 31,721 | $8.68M | 0.18% | +4,891+18.2% | Added |
| Meyer Handelman Co | 32,081 | $8.78M | 0.30% | −3,010−8.6% | Reduced |
| Gotham Asset Management, LLC | 32,153 | $8.80M | 0.09% | −19,542−37.8% | Reduced |
| Snowden Capital Advisors LLC | 32,358 | $8.87M | 0.26% | −3,165−8.9% | Reduced |
| Grassi Investment Management | 32,414 | $8.87M | 0.77% | −749−2.3% | Reduced |
| CMH Wealth Management LLC | 32,419 | $8.89M | 2.09% | −182−0.6% | Reduced |
| Ardsley Advisory Partners LP | 32,500 | $8.90M | 1.68% | +15,500+91.2% | Added |
| Cary Street Partner Investment Advisory LLC | 32,504 | $8.90M | 0.33% | −511−1.5% | Reduced |
| Valeo Financial Advisors, LLC | 79,256 | $9.02M | 0.26% | +1,695+2.2% | Added |
| Keybank National Association | 33,012 | $9.04M | 0.03% | +137+0.4% | Added |
| Parus Finance (UK) Ltd | 33,170 | $9.08M | 2.92% | +33,170 | New |
| CAPROCK Group, Inc. | 33,142 | $9.08M | 0.33% | −429−1.3% | Reduced |
| Empirical Finance, LLC | 33,203 | $9.09M | 0.53% | +757+2.3% | Added |
| Silicon Valley Capital Partners | 33,278 | $9.11M | 1.19% | −3,115−8.6% | Reduced |
| Novare Capital Management LLC | 33,600 | $9.20M | 0.78% | +285+0.9% | Added |
| Dnca Finance | 33,800 | $9.25M | 0.79% | −6,200−15.5% | Reduced |
| Simmons Bank | 33,872 | $9.27M | 0.67% | +907+2.8% | Added |
| Partners Capital Investment Group, LLP | 34,139 | $9.34M | 0.15% | −1,948−5.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 34,204 | $9.36M | 1.00% | +182+0.5% | Added |
| Channing Capital Management, LLC | 34,269 | $9.38M | 0.24% | −107−0.3% | Reduced |
| Bokf, NA | 33,776 | $9.49M | 0.17% | −11,827−25.9% | Reduced |