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 |
|---|---|---|---|---|---|
| Shufro Rose & Co LLC | 52,729 | $13.6M | 1.11% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 49,548 | $13.6M | 0.15% | −3,947−7.4% | Reduced |
| Illinois Municipal Retirement Fund | 49,932 | $13.7M | 0.19% | +1,416+2.9% | Added |
| Davidson Kempner Capital Management LP | 50,000 | $13.7M | 0.30% | −125,000−71.4% | Reduced |
| Light Street Capital Management, LLC | 50,083 | $13.7M | 3.39% | −21,417−30.0% | Reduced |
| Transform Wealth, LLC | 50,165 | $13.8M | 0.91% | +50,165 | New |
| Strategic Wealth Designers | 50,862 | $13.8M | 1.48% | −5,079−9.1% | Reduced |
| Raymond James Trust N.A. | 50,667 | $13.9M | 0.30% | +1,473+3.0% | Added |
| Quest Investment Management LLC | 50,909 | $13.9M | 1.63% | +10,395+25.7% | Added |
| Norinchukin Bank, The | 50,910 | $13.9M | 0.33% | +6,332+14.2% | Added |
| Neville Rodie & Shaw Inc | 51,151 | $14.0M | 1.03% | +210+0.4% | Added |
| Walleye Trading LLC | 51,721 | $14.2M | 0.34% | −9,149−15.0% | Reduced |
| Captrust Financial Advisors | 52,069 | $14.3M | 0.04% | +582+1.1% | Added |
| Gradient Investments LLC | 52,174 | $14.3M | 0.30% | +49,533+1,875.5% | Added |
| Stonebridge Capital Advisors LLC | 52,693 | $14.4M | 1.18% | +4,805+10.0% | Added |
| Anchor Capital Advisors LLC | 52,824 | $14.5M | 0.38% | −966−1.8% | Reduced |
| Synovus Financial Corp | 52,841 | $14.5M | 0.17% | −1,461−2.7% | Reduced |
| Trajan Wealth LLC | 53,264 | $14.6M | 0.86% | +4,881+10.1% | Added |
| Marco Investment Management LLC | 53,404 | $14.6M | 1.26% | +806+1.5% | Added |
| Securian Asset Management, Inc | 53,593 | $14.7M | 0.42% | −2,255−4.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 51,281 | $14.8M | 1.18% | +1,846+3.7% | Added |
| Mill Capital Management, LLC | 54,076 | $14.8M | 1.16% | +1,247+2.4% | Added |
| Maryland State Retirement & Pension System | 54,080 | $14.8M | 0.31% | −19,105−26.1% | Reduced |
| Jasper Ridge Partners, L.P. | 54,103 | $14.8M | 0.42% | −72−0.1% | Reduced |
| Pensionmark Financial Group, LLC | 54,446 | $14.9M | 0.47% | +46,324+570.4% | Added |
| Knights of Columbus Asset Advisors LLC | 54,465 | $14.9M | 0.99% | +10,123+22.8% | Added |
| Louisiana State Employees Retirement System | 54,600 | $14.9M | 0.27% | −400−0.7% | Reduced |
| Prospera Financial Services Inc | 54,791 | $15.0M | 0.38% | +4,047+8.0% | Added |
| Hamilton Capital Partners Inc. | 55,244 | $15.1M | 1.31% | +14,791+36.6% | Added |
| Bradley Foster & Sargent Inc | 55,263 | $15.1M | 0.25% | +1,110+2.0% | Added |
| Rakuten Investment Management, Inc. | 55,022 | $15.2M | 0.09% | +13,626+32.9% | Added |
| First Financial Bankshares Inc | 55,826 | $15.3M | 0.32% | +442+0.8% | Added |
| Cornerstone Capital, Inc. | 55,954 | $15.3M | 1.43% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 56,433 | $15.4M | 0.05% | −4,267−7.0% | Reduced |
| Brookstone Capital Management | 56,515 | $15.5M | 0.23% | +4,642+8.9% | Added |
| Coronation Fund Managers Ltd. | 56,683 | $15.5M | 0.86% | +56,683 | New |
| Allianz SE | 57,059 | $15.6M | 0.42% | +7,601+15.4% | Added |
| Adams Diversified Equity Fund, Inc. | 57,400 | $15.7M | 0.58% | −5,400−8.6% | Reduced |
| Beacon Pointe Advisors, LLC | 57,701 | $15.8M | 0.18% | −2,432−4.0% | Reduced |
| Baker Avenue Asset Management, LP | 57,990 | $15.9M | 0.50% | +13,540+30.5% | Added |
| Prime Capital Investment Advisors, LLC | 58,036 | $15.9M | 0.23% | +6,938+13.6% | Added |
| Cidel Asset Management Inc | 58,056 | $15.9M | 1.12% | +389+0.7% | Added |
| Oddo BHF Asset Management SAS | 58,061 | $15.9M | 0.79% | +58,061 | New |
| Leonteq Securities AG | 58,180 | $15.9M | 1.88% | +5,863+11.2% | Added |
| WoodTrust Financial Corp | 58,198 | $15.9M | 2.26% | +1,897+3.4% | Added |
| Metis Global Partners, LLC | 58,317 | $16.0M | 0.50% | +1,440+2.5% | Added |
| One Capital Management, LLC | 58,757 | $16.1M | 0.51% | +4,656+8.6% | Added |
| GDS Wealth Management | 58,870 | $16.1M | 1.57% | +3,492+6.3% | Added |
| Exencial Wealth Advisors, LLC | 58,919 | $16.1M | 0.58% | +16,943+40.4% | Added |
| Bessemer Group Inc | 59,007 | $16.2M | 0.03% | +2,659+4.7% | Added |
| D.A. Davidson & Co. | 59,292 | $16.2M | 0.13% | −6,441−9.8% | Reduced |
| Fulton Breakefield Broenniman LLC | 60,280 | $16.5M | 1.15% | −1,902−3.1% | Reduced |
| Middleton & Co Inc | 60,980 | $16.7M | 1.84% | +959+1.6% | Added |
| Hartford Investment Management Co | 60,989 | $16.7M | 0.55% | −1,238−2.0% | Reduced |
| Sit Investment Associates Inc | 61,211 | $16.8M | 0.37% | −62−0.1% | Reduced |
| LGT Fund Management Co Ltd. | 60,285 | $16.8M | 1.75% | +24,698+69.4% | Added |
| GW Henssler & Associates Ltd | 61,807 | $16.9M | 0.96% | +61,807 | New |
| Nomura Holdings Inc | 62,539 | $17.1M | 0.13% | −27,761−30.7% | Reduced |
| Grimes & Company, Inc. | 62,594 | $17.1M | 0.46% | +312+0.5% | Added |
| Dash Acquisitions Inc. | 58,996 | $17.1M | 4.16% | +2,679+4.8% | Added |
| Osborne Partners Capital Management, LLC | 62,643 | $17.1M | 0.97% | −18,402−22.7% | Reduced |
| Mizuho Securities USA LLC | 62,834 | $17.2M | 0.37% | −12,052−16.1% | Reduced |
| Crawford Investment Counsel Inc | 63,274 | $17.3M | 0.30% | +63,274 | New |
| Capital International Ltd | 63,744 | $17.4M | 0.75% | +6,703+11.8% | Added |
| Talbot Financial, LLC | 63,861 | $17.5M | 2.13% | +2,254+3.7% | Added |
| Lyell Wealth Management, LP | 64,177 | $17.6M | 1.60% | −103−0.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 64,245 | $17.6M | 1.51% | +600+0.9% | Added |
| Point72 Europe (London) LLP | 64,400 | $17.6M | 1.49% | +64,400 | New |
| ARS Investment Partners, LLC | 64,600 | $17.7M | 1.58% | +64,600 | New |
| Copeland Capital Management, LLC | 64,647 | $17.7M | 0.31% | +28,532+79.0% | Added |
| Bedrijfstakpensioenfonds Voor de Media Pno | 72,500 | $17.8M | 2.30% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 65,369 | $17.9M | 0.16% | +65,369 | New |
| Immersion Capital LLP | 66,064 | $18.1M | 9.86% | −18,600−22.0% | Reduced |
| Parallel Advisors, LLC | 66,697 | $18.3M | 0.43% | +568+0.9% | Added |
| MIG Capital, LLC | 66,802 | $18.3M | 2.22% | +66,802 | New |
| CCM Investment Advisers LLC | 67,151 | $18.4M | 2.05% | +1,981+3.0% | Added |
| Lighthouse Investment Partners, LLC | 67,385 | $18.4M | 1.00% | −33,696−33.3% | Reduced |
| Eastern Bank | 67,468 | $18.5M | 0.33% | +13,181+24.3% | Added |
| Kentucky Retirement Systems | 67,506 | $18.5M | 0.54% | −5,684−7.8% | Reduced |
| Kestra Private Wealth Services, LLC | 67,911 | $18.6M | 0.34% | −3,367−4.7% | Reduced |
| Great Valley Advisor Group, Inc. | 67,921 | $18.6M | 0.46% | +9,644+16.5% | Added |
| Haverford Trust Co | 67,944 | $18.6M | 0.18% | +63,838+1,554.7% | Added |
| Congress Wealth Management LLC | 68,260 | $18.7M | 0.25% | +16,747+32.5% | Added |
| Quattro Financial Advisors LLC | 65,000 | $18.8M | 5.50% | −10,000−13.3% | Reduced |
| Osterweis Capital Management Inc | 69,736 | $19.1M | 0.97% | +67,041+2,487.6% | Added |
| Martingale Asset Management L P | 69,950 | $19.1M | 0.44% | −16,421−19.0% | Reduced |
| Alight Capital Management LP | 70,000 | $19.2M | 6.92% | +48,086+219.4% | Added |
| Brinker Capital Investments, LLC | 70,141 | $19.2M | 0.19% | −29,922−29.9% | Reduced |
| Orion Portfolio Solutions, LLC | 70,141 | $19.2M | 0.19% | −29,922−29.9% | Reduced |
| Washington Trust Co | 70,152 | $19.2M | 0.67% | +132+0.2% | Added |
| Prio Wealth Limited Partnership | 70,162 | $19.2M | 0.56% | −6,045−7.9% | Reduced |
| Daymark Wealth Partners, LLC | 175,080 | $19.3M | 0.82% | +396+0.2% | Added |
| TenCore Partners, LP | 71,004 | $19.4M | 9.19% | −34,550−32.7% | Reduced |
| Private Advisor Group, LLC | 71,399 | $19.5M | 0.12% | −1,933−2.6% | Reduced |
| TCG Advisory Services, LLC | 71,550 | $19.6M | 0.86% | −754−1.0% | Reduced |
| Tower Research Capital LLC (TRC) | 72,351 | $19.8M | 0.52% | +16,803+30.2% | Added |
| Yarbrough Capital, LLC | 72,522 | $19.8M | 0.81% | 00.0% | Unchanged |
| Generate Investment Management Ltd | 72,744 | $19.9M | 1.33% | +49,466+212.5% | Added |
| Clearstead Advisors, LLC | 72,932 | $20.0M | 0.31% | −894−1.2% | Reduced |
| Franklin Street Advisors Inc | 72,993 | $20.0M | 1.35% | +9,768+15.4% | Added |