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; 2,493 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 | 2,493 | $109.5B |
| Q1 2026 | 2,695 | $137.9B |
| Q4 2025 | 2,958 | $201.9B |
| Q3 2025 | 2,815 | $179.8B |
| Q2 2025 | 2,959 | $210.0B |
| Q1 2025 | 2,955 | $209.1B |
| Q4 2024 | 3,109 | $258.7B |
| Q3 2024 | 2,656 | $209.1B |
| Q2 2024 | 2,629 | $198.8B |
| Q1 2024 | 2,768 | $235.7B |
| Q4 2023 | 2,600 | $204.8B |
| Q3 2023 | 2,293 | $155.1B |
| Q2 2023 | 2,300 | $161.7B |
| Q1 2023 | 2,182 | $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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 34,918 | $9.56M | 0.08% | +4,489+14.8% | Added |
| Bragg Financial Advisors, Inc | 34,963 | $9.57M | 0.39% | +8,604+32.6% | Added |
| Independent Advisor Alliance | 35,103 | $9.61M | 0.35% | +2,107+6.4% | Added |
| Stratos Wealth Advisors, LLC | 35,188 | $9.63M | 0.44% | +283+0.8% | Added |
| Columbus Hill Capital Management, L.P. | 35,459 | $9.71M | 1.98% | −38,300−51.9% | Reduced |
| Polen Capital Management LLC | 35,710 | $9.77M | 0.03% | −6,678,978−99.5% | Reduced |
| Moore Capital Management, LP | 35,867 | $9.82M | 0.28% | +11,984+50.2% | Added |
| Strategic Wealth Partners, Ltd. | 35,875 | $9.82M | 0.94% | +2,148+6.4% | Added |
| Kinneret Advisory, LLC | 36,147 | $9.91M | 0.91% | −474−1.3% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 36,213 | $9.91M | 2.98% | −2,159−5.6% | Reduced |
| Stratos Wealth Partners, LTD. | 36,263 | $9.93M | 0.14% | −3,356−8.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 36,432 | $9.97M | 1.56% | +9,622+35.9% | Added |
| Forbes J M & Co LLP | 36,628 | $10.0M | 0.98% | −139−0.4% | Reduced |
| Shelton Capital Management | 36,976 | $10.1M | 0.26% | −581−1.5% | Reduced |
| Vinva Investment Management Ltd | 36,897 | $10.2M | 0.44% | −342−0.9% | Reduced |
| Sandy Spring Bank | 37,293 | $10.2M | 0.42% | −2,165−5.5% | Reduced |
| Nemes Rush Group LLC | 33,933 | $10.2M | 1.48% | −882−2.5% | Reduced |
| CSM Advisors, LLC | 37,465 | $10.3M | 0.67% | +2,910+8.4% | Added |
| Northstar Asset Management Inc | 37,485 | $10.3M | 2.52% | +873+2.4% | Added |
| Trust Co of Vermont | 37,575 | $10.3M | 0.52% | +452+1.2% | Added |
| Arkadios Wealth Advisors | 37,838 | $10.4M | 0.59% | +3,598+10.5% | Added |
| Groupama Asset Managment | 94,585 | $10.4M | 0.27% | +72,045+319.6% | Added |
| EULAV Asset Management | 38,004 | $10.4M | 0.25% | −52,401−58.0% | Reduced |
| Roffman Miller Associates Inc | 38,085 | $10.4M | 0.64% | +2,617+7.4% | Added |
| Marks Group Wealth Management, Inc | 38,100 | $10.4M | 1.00% | +1,837+5.1% | Added |
| RPG Investment Advisory, LLC | 38,101 | $10.4M | 1.49% | +1,340+3.6% | Added |
| J. Safra Sarasin Holding AG | 38,245 | $10.5M | 0.18% | +18,183+90.6% | Added |
| Pallas Capital Advisors LLC | 36,658 | $10.5M | 0.45% | −375−1.0% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 38,555 | $10.6M | 0.72% | +6,217+19.2% | Added |
| Motco | 38,595 | $10.6M | 1.06% | −1,763−4.4% | Reduced |
| MUFG Securities EMEA plc | 38,637 | $10.6M | 0.43% | −62,438−61.8% | Reduced |
| Adell Harriman & Carpenter Inc | 38,829 | $10.6M | 0.77% | −745−1.9% | Reduced |
| Quadrature Capital Ltd | 39,154 | $10.7M | 0.24% | −206,239−84.0% | Reduced |
| Thames Capital Management LLC | 39,198 | $10.7M | 3.34% | +5,143+15.1% | Added |
| Invenomic Capital Management LP | 39,250 | $10.7M | 0.59% | +39,250 | New |
| Investment House LLC | 39,314 | $10.8M | 0.58% | +27,573+234.8% | Added |
| MAI Capital Management | 39,629 | $10.8M | 0.10% | −1,903−4.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 39,743 | $10.9M | 1.20% | +12,294+44.8% | Added |
| Twin Tree Management, LP | 39,750 | $10.9M | 0.25% | −77,391−66.1% | Reduced |
| Maxi Investments CY Ltd | 39,974 | $10.9M | 2.92% | −4,953−11.0% | Reduced |
| Noked Israel Ltd | 40,000 | $10.9M | 2.39% | +10,000+33.3% | Added |
| Bornite Capital Management LP | 40,000 | $10.9M | 1.94% | +40,000 | New |
| Amica Mutual Insurance Co | 40,056 | $11.0M | 1.06% | −2,982−6.9% | Reduced |
| Moors & Cabot, Inc. | 40,113 | $11.0M | 0.55% | +1,189+3.1% | Added |
| Sand Hill Global Advisors, LLC | 40,195 | $11.0M | 0.46% | +244+0.6% | Added |
| Edentree Asset Management Ltd | 40,280 | $11.0M | 3.19% | −13,925−25.7% | Reduced |
| Philadelphia Trust Co | 40,797 | $11.2M | 0.81% | +1,581+4.0% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 40,750 | $11.2M | 0.93% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 41,130 | $11.3M | 1.79% | −2,061−4.8% | Reduced |
| ICICI Prudential Asset Management Co Ltd | 41,215 | $11.3M | 1.19% | +5,900+16.7% | Added |
| PGGM Investments | 41,698 | $11.4M | 0.15% | +2,296+5.8% | Added |
| NFJ Investment Group, LLC | 41,759 | $11.4M | 0.33% | +2,705+6.9% | Added |
| Vestor Capital, LLC | 41,897 | $11.5M | 0.90% | +41,170+5,663.0% | Added |
| Means Investment Co., Inc. | 41,999 | $11.5M | 1.28% | +1,297+3.2% | Added |
| CFM Wealth Partners LLC | 42,005 | $11.5M | 2.01% | −538−1.3% | Reduced |
| LVM Capital Management Ltd | 44,758 | $11.5M | 1.31% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 42,134 | $11.5M | 0.10% | +4,967+13.4% | Added |
| McRae Capital Management Inc | 42,304 | $11.6M | 2.26% | +2,652+6.7% | Added |
| Boothbay Fund Management, LLC | 42,311 | $11.6M | 0.37% | +42,311 | New |
| Azimuth Capital Investment Management LLC | 42,426 | $11.6M | 0.45% | −416−1.0% | Reduced |
| Summit Trail Advisors, LLC | 42,741 | $11.7M | 0.29% | +3,196+8.1% | Added |
| Colony Group, LLC | 43,009 | $11.8M | 0.04% | −164,135−79.2% | Reduced |
| FORA Capital, LLC | 43,206 | $11.8M | 1.39% | +42,357+4,989.0% | Added |
| Oppenheimer & Co Inc | 43,332 | $11.9M | 0.18% | +1,515+3.6% | Added |
| Quantitative Investment Management, LLC | 43,434 | $11.9M | 1.17% | +43,434 | New |
| Iyo Bank, Ltd. | 43,532 | $11.9M | 4.23% | 00.0% | Unchanged |
| Fiduciary Trust Co | 43,565 | $11.9M | 0.17% | +3,072+7.6% | Added |
| Reynders McVeigh Capital Management, LLC | 43,597 | $11.9M | 0.63% | +42,717+4,854.2% | Added |
| TownSquare Capital, LLC | 43,712 | $12.0M | 0.14% | −142,541−76.5% | Reduced |
| NEOS Investment Management LLC | 43,790 | $12.0M | 0.36% | +8,932+25.6% | Added |
| Bryn Mawr Trust Co | 43,812 | $12.0M | 0.22% | +3,021+7.4% | Added |
| Rosenblum Silverman Sutton S F Inc | 43,933 | $12.0M | 3.08% | −40−0.1% | Reduced |
| Profund Advisors LLC | 43,987 | $12.0M | 0.46% | +2,233+5.3% | Added |
| ATOMVEST Ltd | 44,200 | $12.1M | 17.15% | +19,200+76.8% | Added |
| Rothschild Investment LLC | 44,358 | $12.1M | 0.80% | −588−1.3% | Reduced |
| Benjamin Edwards Inc | 44,414 | $12.2M | 0.18% | +43,322+3,967.2% | Added |
| BLB&B Advisors, LLC | 44,537 | $12.2M | 0.62% | +8,858+24.8% | Added |
| Sterling Capital Management LLC | 44,623 | $12.2M | 0.16% | +44,623 | New |
| Atria Wealth Solutions, Inc. | 44,918 | $12.3M | 0.13% | −6,776−13.1% | Reduced |
| Equitable Trust Co | 45,267 | $12.4M | 0.79% | −262−0.6% | Reduced |
| Advisory Services Network, LLC | 48,228 | $12.4M | 0.26% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 45,348 | $12.4M | 0.28% | +10,600+30.5% | Added |
| Eisler Capital (US) LLC | 46,307 | $12.7M | 2.34% | +46,307 | New |
| Bogart Wealth, LLC | 46,716 | $12.8M | 0.61% | +707+1.5% | Added |
| Hudson Bay Capital Management LP | 46,842 | $12.8M | 0.09% | +46,842 | New |
| DuPont Capital Management Corp | 46,879 | $12.8M | 1.07% | −9,949−17.5% | Reduced |
| Edge Wealth Management LLC | 47,226 | $12.9M | 2.59% | −309−0.7% | Reduced |
| Buckingham Capital Management, Inc. | 47,262 | $12.9M | 1.48% | −281−0.6% | Reduced |
| Perigon Wealth Management, LLC | 47,414 | $13.0M | 0.35% | −551−1.1% | Reduced |
| Chesley Taft & Associates LLC | 47,427 | $13.0M | 0.62% | −336−0.7% | Reduced |
| APG Asset Management US Inc. | 47,925 | $13.0M | 0.09% | −428,481−89.9% | Reduced |
| New Mexico Educational Retirement Board | 47,486 | $13.0M | 0.44% | −1,500−3.1% | Reduced |
| RSM US Wealth Management LLC | 47,931 | $13.0M | 0.19% | +1,962+4.3% | Added |
| Whittier Trust Co of Nevada Inc | 47,699 | $13.1M | 0.34% | +410+0.9% | Added |
| Glenview Trust Co | 47,989 | $13.1M | 0.25% | +10,023+26.4% | Added |
| Cornerstone Advisors, LLC | 48,000 | $13.1M | 0.52% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 48,705 | $13.3M | 0.20% | +48,705 | New |
| Banque Cantonale Vaudoise | 48,742 | $13.3M | 0.55% | −9,631−16.5% | Reduced |
| TD Waterhouse Canada Inc. | 49,634 | $13.4M | 0.11% | −6,970−12.3% | Reduced |
| Sienna Gestion | 49,357 | $13.5M | 0.90% | +8,914+22.0% | Added |