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 |
|---|---|---|---|---|---|
| Clark Asset Management, LLC | 948 | $259.5K | 0.06% | +948 | New |
| GoalVest Advisory LLC | 951 | $260.3K | 0.07% | +64+7.2% | Added |
| Stiles Financial Services Inc | 952 | $260.8K | 0.09% | −57−5.6% | Reduced |
| Intrepid Financial Planning Group LLC | 953 | $260.8K | 0.11% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 954 | $261.0K | 0.06% | +1+0.1% | Added |
| Arvest Investments, Inc. | 963 | $263.6K | 0.04% | +145+17.7% | Added |
| Avory & Company, LLC | 963 | $263.6K | 0.16% | −35−3.5% | Reduced |
| ZWJ Investment Counsel Inc | 964 | $263.7K | 0.01% | +1+0.1% | Added |
| Highline Wealth Partners LLC | 968 | $265.1K | 0.09% | +398+69.8% | Added |
| SRS Capital Advisors, Inc. | 974 | $266.6K | 0.02% | +61+6.7% | Added |
| Opal Wealth Advisors, LLC | 975 | $266.9K | 0.08% | −239−19.7% | Reduced |
| Summit Wealth Group, LLC | 976 | $267.0K | 0.08% | 00.0% | Unchanged |
| Clifford Group, LLC | 977 | $267.4K | 0.21% | +20+2.1% | Added |
| Burkett Financial Services, LLC | 979 | $267.9K | 0.11% | +2+0.2% | Added |
| Epiq Partners, LLC | 979 | $268.0K | 0.15% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 971 | $268.6K | 0.03% | −369−27.5% | Reduced |
| State of Wyoming | 983 | $269.1K | 0.04% | −1,569−61.5% | Reduced |
| Sentinus, LLC | 985 | $269.7K | 0.10% | +985 | New |
| Select Asset Management & Trust | 986 | $270.0K | 0.10% | −19−1.9% | Reduced |
| Forza Wealth Management, LLC | 988 | $270.4K | 0.12% | −1−0.1% | Reduced |
| Kathmere Capital Management, LLC | 988 | $270.4K | 0.03% | +988 | New |
| Kayne Anderson Rudnick Investment Management LLC | 990 | $271.2K | 0.00% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 991 | $271.2K | 0.14% | +5+0.5% | Added |
| Counterweight Ventures, LLC | 993 | $271.8K | 0.19% | −7−0.7% | Reduced |
| JGP Wealth Management, LLC | 994 | $272.1K | 0.04% | +76+8.3% | Added |
| Onyx Bridge Wealth Group LLC | 999 | $273.4K | 0.04% | +49+5.2% | Added |
| Princeton Capital Management LLC | 999 | $273.5K | 0.09% | +26+2.7% | Added |
| Elgethun Capital Management | 999 | $273.5K | 0.06% | 00.0% | Unchanged |
| Highview Capital Management LLC | 1,000 | $273.7K | 0.11% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 1,000 | $273.7K | 0.26% | +1,000 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,000 | $274.0K | 0.14% | −1,000−50.0% | Reduced |
| DLK Investment Management, LLC | 1,002 | $274.3K | 0.11% | −37−3.6% | Reduced |
| Morris Retirement Advisors, LLC | 1,004 | $274.8K | 0.15% | +100+11.1% | Added |
| W.H. Cornerstone Investments Inc. | 1,013 | $277.0K | 0.19% | −13−1.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,013 | $277.3K | 0.01% | 00.0% | Unchanged |
| McLean Asset Management Corp | 965 | $277.8K | 0.08% | +12+1.3% | Added |
| Capital Asset Advisory Services LLC | 953 | $277.9K | 0.01% | +130+15.8% | Added |
| Cahill Financial Advisors Inc | 1,015 | $277.9K | 0.04% | +212+26.4% | Added |
| Wambolt & Associates, LLC | 1,027 | $278.2K | 0.08% | −2−0.2% | Reduced |
| Frisch Financial Group, Inc. | 1,017 | $279.0K | 0.08% | +2+0.2% | Added |
| Ridgewood Investments LLC | 1,020 | $279.2K | 0.14% | −381−27.2% | Reduced |
| Thompson Investment Management, Inc. | 1,020 | $279.2K | 0.04% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 1,022 | $279.8K | 0.04% | +205+25.1% | Added |
| Westfuller Advisors, LLC | 1,021 | $279.8K | 0.20% | +1,021 | New |
| Insight Advisors, LLC | 1,023 | $280.1K | 0.05% | −197−16.1% | Reduced |
| Prosperity Financial Group, Inc. | 1,024 | $280.4K | 0.16% | +46+4.7% | Added |
| Foster Group, Inc. | 1,028 | $281.4K | 0.01% | +42+4.3% | Added |
| Well Done, LLC | 1,029 | $281.4K | 0.05% | −24−2.3% | Reduced |
| Willner & Heller, LLC | 1,028 | $281.4K | 0.25% | +1+0.1% | Added |
| McAlister, Sweet & Associates, Inc. | 1,030 | $281.9K | 0.23% | −150−12.7% | Reduced |
| Aurora Private Wealth, Inc. | 1,030 | $282.0K | 0.22% | −200−16.3% | Reduced |
| Kennedy Investment Group | 1,031 | $282.1K | 0.13% | −164−13.7% | Reduced |
| Pettee Investors, Inc. | 1,034 | $283.0K | 0.14% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,035 | $283.3K | 0.02% | +1,035 | New |
| Next Capital Management LLC | 1,037 | $283.9K | 0.12% | −1,364−56.8% | Reduced |
| Abel Hall, LLC | 1,037 | $283.9K | 0.19% | +52+5.3% | Added |
| Consilio Wealth Advisors, LLC | 1,040 | $284.7K | 0.12% | +118+12.8% | Added |
| Breed's Hill Capital LLC | 1,040 | $284.7K | 0.23% | −27−2.5% | Reduced |
| Westmount Partners, LLC | 1,040 | $284.8K | 0.09% | +33+3.3% | Added |
| Archetype Wealth Partners | 1,041 | $285.0K | 0.04% | +42+4.2% | Added |
| Versant Capital Management, Inc | 1,042 | $285.2K | 0.07% | −112−9.7% | Reduced |
| NFP Retirement, Inc. | 1,043 | $285.6K | 0.02% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 1,044 | $285.8K | 0.05% | +232+28.6% | Added |
| Covestor Ltd | 1,046 | $286.0K | 0.18% | +79+8.2% | Added |
| Capital Planning Advisors, LLC | 1,045 | $286.0K | 0.04% | +7+0.7% | Added |
| Goodman Advisory Group, LLC | 1,046 | $286.3K | 0.08% | +23+2.2% | Added |
| Signature Wealth Management Partners, LLC | 1,047 | $286.6K | 0.21% | 00.0% | Unchanged |
| Gibbs Wealth Management | 1,049 | $287.1K | 0.09% | −7,918−88.3% | Reduced |
| Red Wave Investments LLC | 1,053 | $288.2K | 0.10% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 1,059 | $289.8K | 0.13% | +2+0.2% | Added |
| MainStreet Investment Advisors LLC | 1,063 | $291.0K | 0.04% | +1,063 | New |
| Old North State Wealth Management, LLC | 1,062 | $291.4K | 0.16% | +7+0.7% | Added |
| Colonial Trust Co | 1,066 | $291.8K | 0.04% | −19−1.8% | Reduced |
| Sonata Capital Group Inc | 1,067 | $292.0K | 0.12% | −500−31.9% | Reduced |
| Journey Advisory Group, LLC | 1,140 | $293.1K | 0.04% | 00.0% | Unchanged |
| Fort, L.P. | 1,071 | $293.1K | 0.74% | −23−2.1% | Reduced |
| Mendel Money Management | 1,073 | $293.7K | 0.13% | +27+2.6% | Added |
| Heritage Wealth Advisors | 1,074 | $294.0K | 0.01% | −77−6.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,074 | $294.0K | 0.04% | −23−2.1% | Reduced |
| Weybosset Research & Management LLC | 1,075 | $294.0K | 0.10% | +70+7.0% | Added |
| Collective Family Office LLC | 1,077 | $294.8K | 0.08% | −36−3.2% | Reduced |
| WMG Financial Advisors, LLC | 1,080 | $295.6K | 0.13% | −4−0.4% | Reduced |
| Nadler Financial Group, Inc. | 1,082 | $296.2K | 0.03% | +5+0.5% | Added |
| Oarsman Capital, Inc. | 1,082 | $296.2K | 0.05% | +20+1.9% | Added |
| Lifestyle Asset Management, Inc. | 1,085 | $297.0K | 0.16% | +1,085 | New |
| Mengis Capital Management, Inc. | 1,090 | $298.3K | 0.06% | −9−0.8% | Reduced |
| Shoker Investment Counsel, Inc. | 1,091 | $298.6K | 0.10% | +1,091 | New |
| Northeast Investment Management | 1,094 | $299.4K | 0.01% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 1,100 | $301.1K | 0.03% | +1,100 | New |
| First American Trust, FSB | 1,107 | $302.9K | 0.03% | −177−13.8% | Reduced |
| Klingenstein Fields & Co LP | 1,109 | $303.5K | 0.01% | −5−0.4% | Reduced |
| Farmers & Merchants Investments Inc | 1,110 | $303.8K | 0.01% | −3−0.3% | Reduced |
| Element Wealth, LLC | 1,112 | $304.4K | 0.16% | −25−2.2% | Reduced |
| Aries Wealth Management | 1,113 | $304.6K | 0.08% | +222+24.9% | Added |
| Bridgefront Capital, LLC | 1,113 | $304.6K | 0.12% | +1,113 | New |
| Aspen Grove Capital, LLC | 1,114 | $305.4K | 0.07% | −6−0.5% | Reduced |
| TCFG Wealth Management, LLC | 1,116 | $305.5K | 0.15% | +1,116 | New |
| Bremer Bank National Association | 1,121 | $306.8K | 0.06% | −193−14.7% | Reduced |
| Reuter James Wealth Management, LLC | 1,121 | $306.8K | 0.06% | −3−0.3% | Reduced |
| VanderPol Investments L.L.C. | 1,122 | $307.1K | 0.68% | +98+9.6% | Added |