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 |
|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 798 | $218.3K | 0.05% | −214−21.1% | Reduced |
| WealthBridge Capital Management, LLC | 799 | $218.7K | 0.06% | +799 | New |
| Cladis Investment Advisory, LLC | 800 | $219.0K | 0.15% | −163−16.9% | Reduced |
| Front Row Advisors LLC | 800 | $219.3K | 0.08% | −116−12.7% | Reduced |
| GM Advisory Group, Inc. | 803 | $219.8K | 0.01% | −79−9.0% | Reduced |
| E&G Advisors, LP | 804 | $220.1K | 0.06% | +10+1.3% | Added |
| Motive Wealth Advisors | 856 | $220.1K | 0.13% | 00.0% | Unchanged |
| Abound Wealth Management | 804 | $220.1K | 0.07% | +219+37.4% | Added |
| Cannon Wealth Management Services, LLC | 805 | $220.4K | 0.20% | +805 | New |
| Summit Asset Management, LLC | 806 | $220.6K | 0.04% | +806 | New |
| DT Investment Partners, LLC | 807 | $220.9K | 0.02% | +145+21.9% | Added |
| Verus Capital Partners, LLC | 808 | $221.0K | 0.02% | −33−3.9% | Reduced |
| Omnia Family Wealth, LLC | 808 | $221.5K | 0.09% | +808 | New |
| Smith Anglin Financial, LLC | 810 | $221.6K | 0.02% | −52−6.0% | Reduced |
| Hoxton Planning & Management, LLC | 811 | $222.0K | 0.09% | +811 | New |
| Hemington Wealth Management | 765 | $222.0K | 0.06% | +765 | New |
| Source Financial Advisors LLC | 812 | $222.3K | 0.07% | +812 | New |
| Redhawk Wealth Advisors, Inc. | 813 | $222.5K | 0.03% | −151−15.7% | Reduced |
| Jackson Square Capital, LLC | 814 | $222.8K | 0.06% | +814 | New |
| Private Capital Management LLC | 814 | $222.8K | 0.04% | −241−22.8% | Reduced |
| Financial Network Wealth Management LLC | 816 | $223.0K | 0.08% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 816 | $223.3K | 0.14% | +1+0.1% | Added |
| Hexagon Capital Partners LLC | 817 | $223.6K | 0.04% | −114−12.2% | Reduced |
| Lockerman Financial Group, Inc. | 822 | $225.0K | 0.38% | +6+0.7% | Added |
| Blossom Wealth Management | 823 | $225.3K | 0.45% | −30−3.5% | Reduced |
| New Covenant Trust Company, N.A. | 816 | $225.7K | 0.22% | +816 | New |
| Rise Advisors, LLC | 826 | $226.2K | 0.11% | +1+0.1% | Added |
| Lifeworks Advisors, LLC | 832 | $227.8K | 0.04% | +832 | New |
| My Personal CFO, LLC | 832 | $227.8K | 0.12% | −107−11.4% | Reduced |
| SGL Investment Advisors, Inc. | 687 | $227.8K | 0.12% | +687 | New |
| Allstate Corp | 834 | $228.3K | 0.02% | −2,328−73.6% | Reduced |
| SkyOak Wealth, LLC | 836 | $228.8K | 0.05% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 836 | $228.8K | 0.15% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 838 | $229.4K | 0.06% | +838 | New |
| Gray Wealth Management Inc. | 840 | $229.9K | 0.09% | −14−1.6% | Reduced |
| Affiance Financial, LLC | 840 | $229.9K | 0.06% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 841 | $230.2K | 0.04% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 847 | $232.2K | 0.02% | −445−34.4% | Reduced |
| Cascade Financial Partners, LLC | 807 | $232.7K | 0.03% | +6+0.7% | Added |
| US Asset Management LLC | 681 | $233.0K | 0.21% | +681 | New |
| Breakwater Capital Group | 852 | $233.2K | 0.05% | +18+2.2% | Added |
| Forte Capital LLC | 852 | $233.2K | 0.03% | +19+2.3% | Added |
| Mach-1 Financial Group, Inc. | 855 | $234.0K | 0.14% | +855 | New |
| Arcadia Investment Management Corp | 855 | $234.0K | 0.04% | +27+3.3% | Added |
| Warren Street Wealth Advisors, LLC | 862 | $235.9K | 0.10% | +3+0.3% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 864 | $236.5K | 0.14% | −18−2.0% | Reduced |
| Account Management LLC | 865 | $236.8K | 0.28% | −75−8.0% | Reduced |
| Wealth Effects LLC | 865 | $236.8K | 0.08% | +30+3.6% | Added |
| Woodline Partners LP | 869 | $237.9K | 0.00% | −104,104−99.2% | Reduced |
| HTLF Bank | 871 | $238.4K | 0.03% | −368−29.7% | Reduced |
| Security National Bank of So Dak | 873 | $238.9K | 0.13% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 873 | $239.3K | 0.02% | +808+1,243.1% | Added |
| Clark Financial Services Group Inc | 877 | $240.0K | 0.22% | +877 | New |
| Alpine Bank Wealth Management | 879 | $240.6K | 0.04% | +879 | New |
| Tower Wealth Partners, Inc. | 880 | $240.9K | 0.14% | −3−0.3% | Reduced |
| Granite Group Advisors, LLC | 883 | $241.7K | 0.16% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 883 | $241.7K | 0.36% | +883 | New |
| Acorn Creek Capital LLC | 885 | $242.2K | 0.13% | +75+9.3% | Added |
| Destination Wealth Management | 886 | $242.5K | 0.01% | −70−7.3% | Reduced |
| FineMark National Bank & Trust | 887 | $242.8K | 0.01% | −1,664−65.2% | Reduced |
| Holistic Planning, LLC | 888 | $243.1K | 0.10% | +164+22.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 891 | $243.9K | 0.04% | +100+12.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 892 | $244.1K | 0.04% | +1+0.1% | Added |
| Silverlake Wealth Management LLC | 894 | $244.7K | 0.09% | +65+7.8% | Added |
| BluePointe Capital Management, LLC | 895 | $245.3K | 0.16% | +21+2.4% | Added |
| Axq Capital, LP | 898 | $245.8K | 0.07% | +898 | New |
| Elk River Wealth Management, LLC | 897 | $245.9K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 898 | $246.0K | 0.04% | −7,992−89.9% | Reduced |
| RPS Advisory Solutions LLC | 903 | $247.1K | 0.18% | +23+2.6% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 913 | $247.3K | 0.14% | +24+2.7% | Added |
| Marion Wealth Management | 905 | $247.8K | 0.07% | +85+10.4% | Added |
| Gill Capital Partners, LLC | 906 | $248.0K | 0.09% | +63+7.5% | Added |
| CenterStar Asset Management, LLC | 908 | $248.8K | 0.37% | +908 | New |
| Jag Capital Management, LLC | 909 | $248.8K | 0.03% | +106+13.2% | Added |
| Pure Financial Advisors, Inc. | 910 | $249.0K | 0.01% | +30+3.4% | Added |
| McDonald Partners LLC | 912 | $249.8K | 0.06% | +11+1.2% | Added |
| Advanced Asset Management Advisors Inc | 975 | $250.7K | 0.07% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 917 | $251.0K | 0.09% | −100−9.8% | Reduced |
| 1858 Wealth Management, LLC | 917 | $251.0K | 0.21% | 00.0% | Unchanged |
| Aire Advisors, LLC | 918 | $251.4K | 0.06% | −25−2.7% | Reduced |
| Coastal Investment Advisors, Inc. | 863 | $251.7K | 0.12% | −4,942−85.1% | Reduced |
| Cypress Capital Management LLC (WY) | 920 | $251.8K | 0.27% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 920 | $251.8K | 0.24% | +920 | New |
| Madrona Financial Services, LLC | 924 | $252.9K | 0.07% | +924 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 927 | $253.6K | 0.06% | +149+19.2% | Added |
| May Barnhard Investments LLC | 928 | $254.0K | 0.12% | 00.0% | Unchanged |
| Diversified, LLC | 929 | $254.3K | 0.03% | +25+2.8% | Added |
| Diversified Enterprises, LLC | 929 | $254.3K | 0.03% | +929 | New |
| FSB Premier Wealth Management, Inc. | 929 | $254.3K | 0.10% | +929 | New |
| Washington Trust Advisors, Inc. | 932 | $255.1K | 0.02% | −532−36.3% | Reduced |
| Mosley Wealth Management | 877 | $255.5K | 0.17% | +79+9.9% | Added |
| Horizon Bancorp Inc | 935 | $256.0K | 0.12% | +70+8.1% | Added |
| Safeguard Investment Advisory Group, LLC | 936 | $256.3K | 0.07% | +936 | New |
| Lattice Capital Management, LLC | 938 | $256.7K | 0.23% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 939 | $257.0K | 0.03% | +4+0.4% | Added |
| Global Strategic Investment Solutions, LLC | 941 | $257.6K | 0.03% | −15−1.6% | Reduced |
| Trinity Financial Advisors LLC | 1,002 | $257.7K | 0.12% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 942 | $257.9K | 0.13% | −254−21.2% | Reduced |
| Garner Asset Management Corp | 944 | $258.0K | 0.12% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 946 | $258.9K | 0.18% | +17+1.8% | Added |