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 |
|---|---|---|---|---|---|
| Round Rock Advisors, LLC | 1,122 | $307.1K | 0.07% | +342+43.8% | Added |
| Peddock Capital Advisors, LLC | 1,124 | $307.7K | 0.07% | −10−0.9% | Reduced |
| Forte Asset Management LLC | 1,125 | $308.4K | 0.16% | 00.0% | Unchanged |
| Everett Harris & Co | 1,127 | $308.5K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,129 | $309.0K | 0.23% | −10,056−89.9% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,130 | $309.0K | 0.22% | +15+1.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,129 | $309.0K | 0.06% | −120−9.6% | Reduced |
| Benchmark Investment Advisors LLC | 1,130 | $309.2K | 0.22% | +5+0.4% | Added |
| Sigma Investment Counselors Inc | 1,131 | $309.6K | 0.02% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 1,132 | $309.8K | 0.22% | +1,132 | New |
| Delta Financial Group, Inc. | 1,133 | $310.0K | 0.12% | +28+2.5% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,134 | $310.4K | 0.14% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 1,135 | $310.7K | 0.08% | −32−2.7% | Reduced |
| Veracity Capital LLC | 1,136 | $311.0K | 0.12% | +38+3.5% | Added |
| OneAscent Wealth Management LLC | 1,133 | $311.0K | 0.12% | −309−21.4% | Reduced |
| Enterprise Financial Services Corp | 1,139 | $311.8K | 0.18% | +2+0.2% | Added |
| Kavar Capital Partners Group, LLC | 1,140 | $312.0K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,140 | $312.0K | 0.04% | +312+37.7% | Added |
| Vawter Financial, Ltd. | 1,143 | $312.9K | 0.19% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 1,148 | $314.2K | 0.05% | +1,148 | New |
| Napatree Capital LLC | 1,151 | $315.0K | 0.22% | +1,151 | New |
| Signal Advisors Wealth, LLC | 1,152 | $315.2K | 0.05% | +1,152 | New |
| Claret Asset Management Corp | 1,156 | $316.0K | 0.05% | +4+0.3% | Added |
| Indiana Trust & Investment Management CO | 1,158 | $317.0K | 0.11% | +74+6.8% | Added |
| CRA Financial Services, LLC | 1,160 | $317.6K | 0.06% | +38+3.4% | Added |
| Werlinich Asset Management, LLC | 1,168 | $319.7K | 0.19% | 00.0% | Unchanged |
| Sabal Trust CO | 1,176 | $321.9K | 0.02% | +15+1.3% | Added |
| New Wave Wealth Advisors LLC | 1,180 | $323.0K | 0.15% | −128−9.8% | Reduced |
| Evolutionary Tree Capital Management, LLC | 1,180 | $323.0K | 0.32% | 00.0% | Unchanged |
| Heritage Oak Wealth Advisors LLC | 1,180 | $323.0K | 0.15% | +1,180 | New |
| GSG Advisors LLC | 1,200 | $325.2K | 0.11% | +96+8.7% | Added |
| Dynamic Wealth Strategies, LLC | 1,190 | $326.0K | 0.27% | −141−10.6% | Reduced |
| Regal Investment Advisors LLC | 1,194 | $326.8K | 0.02% | −838−41.2% | Reduced |
| Spirepoint Private Client, LLC | 1,195 | $327.1K | 0.04% | −255−17.6% | Reduced |
| JSF Financial, LLC | 1,199 | $328.2K | 0.10% | −6−0.5% | Reduced |
| First National Bank Sioux Falls | 1,200 | $328.5K | 0.15% | −124−9.4% | Reduced |
| Gries Financial LLC | 1,204 | $329.5K | 0.06% | +1,204 | New |
| Stegent Equity Advisors, Inc. | 1,207 | $330.4K | 0.36% | +1,207 | New |
| Yoder Wealth Management, Inc. | 1,211 | $331.5K | 0.20% | +30+2.5% | Added |
| Sandy Cove Advisors, LLC | 1,212 | $331.6K | 0.14% | +61+5.3% | Added |
| JBR Co Financial Management Inc | 1,212 | $331.7K | 0.22% | −40−3.2% | Reduced |
| Bank of Stockton | 1,213 | $332.0K | 0.10% | −238−16.4% | Reduced |
| TFC Financial Management | 1,213 | $332.0K | 0.05% | +335+38.2% | Added |
| DSC Advisors, L.P. | 1,214 | $332.3K | 3.03% | −88−6.8% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,215 | $332.6K | 0.13% | −25−2.0% | Reduced |
| Lee Danner & Bass Inc | 1,215 | $333.0K | 0.02% | −100−7.6% | Reduced |
| Bedel Financial Consulting, Inc. | 1,218 | $333.4K | 0.05% | −123−9.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,222 | $334.6K | 0.08% | −50−3.9% | Reduced |
| Glassy Mountain Advisors, Inc. | 1,224 | $335.0K | 0.12% | −20−1.6% | Reduced |
| Wealth Architects, LLC | 1,224 | $335.0K | 0.04% | +25+2.1% | Added |
| Peoples Bank | 1,225 | $335.3K | 0.22% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 1,229 | $336.4K | 0.08% | −22−1.8% | Reduced |
| MBL Wealth, LLC | 1,231 | $336.9K | 0.04% | −48−3.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,232 | $337.0K | 0.01% | −60−4.6% | Reduced |
| Net Worth Advisory Group | 1,242 | $340.0K | 0.10% | +1,242 | New |
| American State Bank (Iowa) | 1,245 | $340.8K | 0.21% | −5−0.4% | Reduced |
| Five Oceans Advisors | 1,246 | $341.0K | 0.16% | −13−1.0% | Reduced |
| Mindset Wealth Management, LLC | 1,249 | $341.8K | 0.14% | +1,249 | New |
| Gradient Capital Advisors, LLC | 1,249 | $341.9K | 0.11% | +48+4.0% | Added |
| Fielder Capital Group LLC | 1,251 | $342.4K | 0.11% | +56+4.7% | Added |
| Main Street Financial Solutions, LLC | 1,255 | $343.6K | 0.03% | −3,446−73.3% | Reduced |
| CoreCap Advisors, LLC | 1,259 | $344.7K | 0.02% | −7,878−86.2% | Reduced |
| MBB Public Markets I LLC | 1,260 | $344.9K | 0.03% | −67,669−98.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,261 | $345.1K | 0.22% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,262 | $345.4K | 0.05% | +64+5.3% | Added |
| Banco BTG Pactual S.A. | 1,262 | $345.4K | 0.09% | +1,262 | New |
| Adapt Wealth Advisors, LLC | 1,263 | $345.7K | 0.19% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 1,266 | $347.0K | 0.09% | −139−9.9% | Reduced |
| Sitrin Capital Management LLC | 1,266 | $347.0K | 0.17% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 1,269 | $347.2K | 0.11% | +63+5.2% | Added |
| Powers Advisory Group, LLC | 1,272 | $348.2K | 0.17% | +1+0.1% | Added |
| Ignite Planners, LLC | 1,273 | $348.5K | 0.08% | −38−2.9% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,275 | $349.0K | 0.18% | +205+19.2% | Added |
| Intellectus Partners, LLC | 1,281 | $351.2K | 0.09% | −3,814−74.9% | Reduced |
| Sheets Smith Wealth Management | 1,284 | $351.4K | 0.04% | −37−2.8% | Reduced |
| Koss-Olinger Consulting, LLC | 1,296 | $355.0K | 0.03% | +3+0.2% | Added |
| Resurgent Financial Advisors LLC | 1,298 | $355.3K | 0.21% | +1+0.1% | Added |
| Janney Capital Management LLC | 1,299 | $356.0K | 0.02% | +53+4.3% | Added |
| Delap Wealth Advisory, LLC | 1,301 | $356.1K | 0.23% | +1,301 | New |
| Tempus Wealth Planning, LLC | 1,303 | $356.7K | 0.13% | +207+18.9% | Added |
| Wealth Group, Ltd. | 1,303 | $357.0K | 0.24% | +66+5.3% | Added |
| Consolidated Capital Management, LLC | 1,307 | $357.8K | 0.16% | +4+0.3% | Added |
| Gallacher Capital Management LLC | 1,308 | $357.9K | 0.16% | −816−38.4% | Reduced |
| Berkeley Capital Partners, LLC | 1,310 | $358.6K | 0.10% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,312 | $359.0K | 0.03% | −97−6.9% | Reduced |
| Richard W. Paul & Associates, LLC | 1,314 | $359.7K | 0.13% | −20−1.5% | Reduced |
| Opes Wealth Management LLC | 1,316 | $360.2K | 0.07% | +48+3.8% | Added |
| GLOBALT Investments LLC | 1,319 | $361.0K | 0.01% | +48+3.8% | Added |
| Balboa Wealth Partners | 1,323 | $362.2K | 0.09% | −1,239−48.4% | Reduced |
| Morling Financial Advisors, LLC | 1,326 | $362.9K | 0.14% | +144+12.2% | Added |
| Evanson Asset Management, LLC | 1,327 | $363.1K | 0.03% | −19−1.4% | Reduced |
| Willis Johnson & Associates, Inc. | 1,327 | $363.3K | 0.03% | +91+7.4% | Added |
| Astoria Portfolio Advisors LLC. | 1,264 | $364.3K | 0.12% | +148+13.3% | Added |
| Sym Financial Corp | 1,331 | $364.3K | 0.05% | +30+2.3% | Added |
| Patrick M Sweeney & Associates, Inc | 1,332 | $364.6K | 0.27% | +198+17.5% | Added |
| Scissortail Wealth Management, LLC | 12 | $365.4K | 0.09% | −1,257−99.1% | Reduced |
| SOA Wealth Advisors, LLC. | 1,335 | $365.4K | 0.07% | −126−8.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1,344 | $367.9K | 0.14% | +300+28.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,346 | $368.4K | 0.07% | +230+20.6% | Added |
| Teamwork Financial Advisors, LLC | 1,347 | $368.7K | 0.05% | −8,027−85.6% | Reduced |