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
- 2,657
- +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.
| 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 |
|---|---|---|---|---|---|
| Baldwin Brothers Inc | 368 | $100.8K | 0.01% | +141+62.1% | Added |
| Cassady Schiller Wealth Management, LLC | 371 | $101.5K | 0.04% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 373 | $102.1K | 0.03% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 374 | $102.4K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 377 | $103.0K | 0.05% | −39−9.4% | Reduced |
| Atwood & Palmer Inc | 380 | $104.0K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 385 | $105.4K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 390 | $106.8K | 0.05% | +104+36.4% | Added |
| Atlas Capital Advisors LLC | 395 | $108.1K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 398 | $109.0K | 0.01% | +14+3.6% | Added |
| WR Wealth Planners, LLC | 412 | $112.8K | 0.03% | +1+0.2% | Added |
| Global Financial Private Client, LLC | 418 | $114.4K | 0.04% | +121+40.7% | Added |
| Flaharty Asset Management, LLC | 419 | $114.7K | 0.02% | +419 | New |
| Dakota Community Bank & Trust NA | 446 | $122.1K | 0.61% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 456 | $124.0K | 0.04% | +14+3.2% | Added |
| Bell Investment Advisors, Inc | 459 | $125.6K | 0.02% | −7−1.5% | Reduced |
| Evergreen Private Wealth LLC | 459 | $125.6K | 0.06% | 00.0% | Unchanged |
| First PREMIER Bank | 463 | $127.0K | 0.03% | +400+634.9% | Added |
| Mascoma Wealth Management LLC | 467 | $127.8K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 468 | $128.1K | 0.07% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 496 | $135.8K | 0.04% | −481−49.2% | Reduced |
| Optimum Investment Advisors | 500 | $136.9K | 0.06% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 500 | $136.9K | 0.07% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 505 | $139.0K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 512 | $140.2K | 0.01% | +110+27.4% | Added |
| Frazier Financial Advisors, LLC | 539 | $147.4K | 0.11% | −25−4.4% | Reduced |
| First Command Advisory Services, Inc. | 539 | $147.5K | 0.00% | +6+1.1% | Added |
| GW&K Investment Management, LLC | 545 | $149.0K | 0.00% | +94+20.8% | Added |
| Laurion Capital Management LP | 566 | $154.9K | 0.01% | +566 | New |
| Hanson & Doremus Investment Management | 568 | $155.0K | 0.02% | −38−6.3% | Reduced |
| Tompkins Financial Corp | 571 | $156.3K | 0.01% | 00.0% | Unchanged |
| Paladin Wealth, LLC | 582 | $159.3K | 0.14% | +582 | New |
| Atlantic Trust, LLC | 584 | $159.8K | 0.04% | +21+3.7% | Added |
| Globeflex Capital L P | 600 | $164.2K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 622 | $170.2K | 0.03% | −328−34.5% | Reduced |
| WealthCollab, LLC | 631 | $172.7K | 0.11% | −28−4.2% | Reduced |
| Sound Income Strategies, LLC | 639 | $174.9K | 0.01% | +108+20.3% | Added |
| Beaird Harris Wealth Management, LLC | 661 | $180.9K | 0.02% | +623+1,639.5% | Added |
| Catalyst Capital Advisors LLC | 665 | $182.0K | 0.00% | +665 | New |
| Meeder Asset Management Inc | 666 | $182.3K | 0.01% | +268+67.3% | Added |
| Vista Private Wealth Partners. LLC | 669 | $183.1K | 0.07% | +27+4.2% | Added |
| Blume Capital Management, Inc. | 707 | $193.5K | 0.04% | +7+1.0% | Added |
| First Community Trust NA | 728 | $199.3K | 0.16% | +18+2.5% | Added |
| Full Sail Capital, LLC | 731 | $200.1K | 0.01% | +731 | New |
| MJP Associates Inc | 731 | $200.1K | 0.04% | −203−21.7% | Reduced |
| TruWealth Advisors, LLC | 733 | $200.6K | 0.01% | −115−13.6% | Reduced |
| Capstone Investment Advisors, LLC | 734 | $200.9K | 0.00% | −34,425−97.9% | Reduced |
| KWB Wealth | 782 | $201.1K | 0.03% | −2,809−78.2% | Reduced |
| Mizuho Markets Cayman LP | 736 | $201.5K | 0.89% | −257−25.9% | Reduced |
| Guyasuta Investment Advisors Inc | 736 | $201.5K | 0.01% | +736 | New |
| Granite Harbor Advisors, Inc. | 741 | $202.8K | 0.12% | +741 | New |
| Nicholas Investment Partners, LP | 743 | $203.4K | 0.02% | −1,363−64.7% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 743 | $203.4K | 0.07% | −866−53.8% | Reduced |
| Biltmore Family Office, LLC | 743 | $203.7K | 0.03% | +743 | New |
| Schnieders Capital Management LLC | 747 | $204.5K | 0.04% | −541−42.0% | Reduced |
| Calton & Associates, Inc. | 747 | $204.5K | 0.08% | +747 | New |
| Archer Investment Corp | 747 | $204.5K | 0.05% | −12−1.6% | Reduced |
| RHS Financial, LLC | 748 | $204.7K | 0.10% | +748 | New |
| BCJ Capital Management, LLC | 748 | $204.7K | 0.02% | +748 | New |
| Money Concepts Capital Corp | 748 | $204.8K | 0.02% | +748 | New |
| Burke & Herbert Bank & Trust Co | 749 | $205.0K | 0.05% | +749 | New |
| Puzo Michael J | 750 | $205.3K | 0.05% | +750 | New |
| Pacific Sun Financial Corp | 753 | $206.1K | 0.11% | +753 | New |
| Consolidated Planning Corp | 754 | $206.4K | 0.03% | +754 | New |
| Wellspring Financial Advisors, LLC | 756 | $206.9K | 0.02% | −90−10.6% | Reduced |
| Coppell Advisory Solutions LLC | 748 | $206.9K | 0.03% | −153−17.0% | Reduced |
| Capital Advisors, Ltd. LLC | 756 | $207.0K | 0.03% | +14+1.9% | Added |
| SOL Capital Management CO | 764 | $209.0K | 0.02% | +764 | New |
| Rooted Wealth Advisors, Inc. | 736 | $209.0K | 0.09% | +736 | New |
| Latitude Advisors, LLC | 764 | $209.0K | 0.12% | +764 | New |
| Exchange Bank | 764 | $209.1K | 0.17% | +764 | New |
| Carrera Capital Advisors | 763 | $209.2K | 0.05% | +763 | New |
| Financial Management Network Inc | 727 | $209.2K | 0.04% | +727 | New |
| Mitchell Sinkler & Starr | 765 | $209.4K | 0.05% | +765 | New |
| Legacy Wealth Management, LLC | 767 | $209.9K | 0.08% | +767 | New |
| Talisman Wealth Advisors LLC | 759 | $210.0K | 0.22% | +759 | New |
| Thrive Capital Management, LLC | 767 | $210.1K | 0.10% | +767 | New |
| Riverview Trust Co | 769 | $210.5K | 0.18% | +103+15.5% | Added |
| Hamilton Capital, LLC | 724 | $211.0K | 0.02% | +724 | New |
| West Paces Advisors Inc. | 771 | $211.0K | 0.05% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 772 | $211.4K | 0.12% | −128−14.2% | Reduced |
| Tufton Capital Management | 775 | $212.1K | 0.04% | +775 | New |
| Eagle Bay Advisors LLC | 776 | $212.7K | 0.08% | +1+0.1% | Added |
| ABLE Financial Group, LLC | 777 | $212.8K | 0.07% | +777 | New |
| Cornerstone Advisory, LLC | 777 | $212.8K | 0.03% | +777 | New |
| Cassaday & Co Wealth Management LLC | 778 | $213.1K | 0.01% | +778 | New |
| Weatherly Asset Management L. P. | 778 | $213.1K | 0.02% | +778 | New |
| Old Port Advisors | 783 | $214.3K | 0.06% | −1−0.1% | Reduced |
| Coastal Bridge Advisors, LLC | 783 | $214.4K | 0.05% | −234−23.0% | Reduced |
| McAdam, LLC | 784 | $214.6K | 0.01% | −8−1.0% | Reduced |
| Somerset Group LLC | 787 | $215.4K | 0.20% | −401−33.8% | Reduced |
| Capital Markets Trading UK LLP | 790 | $216.0K | 0.20% | −3,292−80.6% | Reduced |
| Sittner & Nelson, LLC | 792 | $216.8K | 0.10% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 792 | $216.8K | 0.13% | +6+0.8% | Added |
| Meridian Wealth Partners, LLC | 792 | $216.9K | 0.03% | −38−4.6% | Reduced |
| Wellington Shields & Co., LLC | 793 | $217.1K | 0.07% | −1,126−58.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 793 | $217.1K | 0.02% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 794 | $217.3K | 0.11% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 796 | $217.9K | 0.09% | −268−25.2% | Reduced |
| Ellsworth Advisors, LLC | 796 | $217.9K | 0.06% | −32−3.9% | Reduced |