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 |
|---|---|---|---|---|---|
| Modern Wealth Management, LLC | 1,349 | $369.3K | 0.02% | +164+13.8% | Added |
| HCR Wealth Advisors | 1,358 | $371.7K | 0.05% | +120+9.7% | Added |
| Bellecapital International Ltd. | 1,359 | $372.0K | 0.07% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,359 | $372.1K | 0.06% | −9,663−87.7% | Reduced |
| Kolinsky Wealth Management, LLC | 1,360 | $372.3K | 0.24% | +59+4.5% | Added |
| Strata Wealth Advisors, LLC | 1,366 | $373.9K | 0.12% | +129+10.4% | Added |
| Shay Capital LLC | 1,380 | $377.7K | 0.11% | +1,380 | New |
| White Knight Strategic Wealth Advisors, LLC | 1,382 | $378.3K | 0.34% | +40+3.0% | Added |
| Greenfield Savings Bank | 1,383 | $378.5K | 0.18% | +1,383 | New |
| Lodestar Private Asset Management LLC | 1,384 | $379.0K | 0.05% | −22−1.6% | Reduced |
| Arvest Bank Trust Division | 1,388 | $379.9K | 0.02% | +1,388 | New |
| Talon Private Wealth, LLC | 1,389 | $380.2K | 0.08% | +1,389 | New |
| Sierra Summit Advisors LLC | 1,390 | $380.5K | 0.09% | −32,188−95.9% | Reduced |
| Susquehanna International Group Ltd. | 1,392 | $381.0K | 0.08% | +1,392 | New |
| Tradition Wealth Management, LLC | 1,396 | $382.2K | 0.03% | −147−9.5% | Reduced |
| Zimmermann Investment Management & Planning LLC | 1,397 | $382.4K | 0.12% | −283−16.8% | Reduced |
| Dorchester Wealth Management Co | 1,400 | $383.2K | 0.07% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 1,400 | $383.2K | 0.03% | +1,400 | New |
| IFG Advisors, LLC | 1,400 | $383.2K | 0.08% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,411 | $386.2K | 0.14% | +30+2.2% | Added |
| Outlook Wealth Advisors, LLC | 1,416 | $387.6K | 0.11% | +25+1.8% | Added |
| Financial Partners Group, Inc | 1,418 | $388.0K | 0.06% | +132+10.3% | Added |
| Stonebridge Financial Planning Group, LLC | 1,420 | $388.7K | 0.19% | −38−2.6% | Reduced |
| King Wealth | 1,423 | $389.0K | 0.06% | −1,379−49.2% | Reduced |
| First Foundation Advisors | 1,422 | $389.2K | 0.01% | +854+150.4% | Added |
| Gemmer Asset Management LLC | 1,424 | $389.5K | 0.04% | −207−12.7% | Reduced |
| AllSquare Wealth Management LLC | 1,424 | $389.8K | 0.22% | 00.0% | Unchanged |
| Muirfield Wealth Advisors LLC | 1,424 | $389.8K | 0.33% | +324+29.5% | Added |
| Creative Financial Designs Inc | 1,429 | $391.2K | 0.03% | +15+1.1% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 1,431 | $391.7K | 0.29% | −2,411−62.8% | Reduced |
| Adirondack Trust Co | 1,432 | $391.9K | 0.15% | +91+6.8% | Added |
| Fulcrum Capital LLC | 1,438 | $393.6K | 0.09% | −445−23.6% | Reduced |
| DC Investments Management, LLC | 1,441 | $394.4K | 0.28% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,442 | $394.7K | 0.06% | +85+6.3% | Added |
| Mattern Wealth Management LLC | 1,444 | $395.3K | 0.09% | −98−6.4% | Reduced |
| Paladin Advisory Group, LLC | 1,446 | $395.8K | 0.29% | −18−1.2% | Reduced |
| Cobblestone Capital Advisors LLC | 1,451 | $397.2K | 0.02% | −20−1.4% | Reduced |
| Integrated Investment Consultants, LLC | 1,458 | $399.1K | 0.09% | −195−11.8% | Reduced |
| OneAscent Financial Services LLC | 1,459 | $400.0K | 0.29% | −1,227−45.7% | Reduced |
| Smith Thornton Advisors LLC | 1,462 | $400.1K | 0.26% | −41−2.7% | Reduced |
| BlackDiamond Wealth Management Inc. | 1,174 | $400.5K | 0.24% | +119+11.3% | Added |
| Grandfield & Dodd, LLC | 1,464 | $400.9K | 0.02% | −7−0.5% | Reduced |
| Smith, Moore & Co. | 1,468 | $401.7K | 0.04% | −691−32.0% | Reduced |
| KC Investment Advisors, LLC | 1,471 | $402.6K | 0.17% | +66+4.7% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,573 | $404.4K | 0.15% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 1,490 | $408.2K | 0.28% | +1,490 | New |
| DCM Advisors, LLC | 1,495 | $409.1K | 0.21% | −85−5.4% | Reduced |
| West Oak Capital, LLC | 1,495 | $409.2K | 0.08% | 00.0% | Unchanged |
| Retirement Income Solutions, Inc | 1,496 | $409.5K | 0.09% | −14−0.9% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,499 | $410.3K | 0.19% | +600+66.7% | Added |
| Harbor Advisors LLC | 1,500 | $410.6K | 0.07% | 00.0% | Unchanged |
| Aristotle Atlantic Partners, LLC | 1,500 | $410.6K | 0.01% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 1,500 | $410.6K | 0.31% | 00.0% | Unchanged |
| Keystone Financial Group | 1,501 | $410.8K | 0.05% | −37−2.4% | Reduced |
| Waddell & Associates, LLC | 1,507 | $412.5K | 0.05% | −16−1.1% | Reduced |
| MRP Capital Investments, LLC | 1,510 | $413.3K | 0.39% | −119−7.3% | Reduced |
| Ssi Investment Management LLC | 1,513 | $414.1K | 0.03% | −1−0.1% | Reduced |
| Tyler-Stone Wealth Management | 1,522 | $416.6K | 0.08% | +849+126.2% | Added |
| RiverGlades Family Offices LLC | 1,525 | $417.4K | 0.30% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,529 | $418.5K | 0.06% | 00.0% | Unchanged |
| Harmony Asset Management LLC | 1,529 | $418.5K | 0.15% | +209+15.8% | Added |
| Advisor OS, LLC | 1,532 | $419.4K | 0.04% | −101−6.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,532 | $419.9K | 0.21% | +199+14.9% | Added |
| WMS Partners, LLC | 1,541 | $421.8K | 0.02% | +43+2.9% | Added |
| Dougherty Wealth Advisers LLC | 1,549 | $424.0K | 0.34% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,562 | $427.5K | 0.04% | −35−2.2% | Reduced |
| Apexium Financial, LP | 1,564 | $428.3K | 0.03% | −43−2.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 1,565 | $428.3K | 0.02% | +22+1.4% | Added |
| Ransom Advisory, Ltd | 1,568 | $429.2K | 0.20% | −175−10.0% | Reduced |
| Olistico Wealth, LLC | 1,572 | $430.3K | 0.26% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 1,575 | $431.0K | 0.22% | 00.0% | Unchanged |
| Busey Wealth Management | 1,578 | $431.9K | 0.01% | −32−2.0% | Reduced |
| Jacobsen Capital Management | 1,578 | $431.9K | 0.18% | +176+12.6% | Added |
| Strategic Advocates LLC | 1,584 | $433.6K | 0.16% | −9,359−85.5% | Reduced |
| Canton Hathaway, LLC | 1,588 | $435.0K | 0.11% | +500+46.0% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 1,590 | $435.2K | 0.76% | −5,270−76.8% | Reduced |
| LJI Wealth Management, LLC | 1,595 | $436.6K | 0.09% | −16−1.0% | Reduced |
| Welch Group, LLC | 1,596 | $436.8K | 0.02% | +718+81.8% | Added |
| M3 Advisory Group, LLC | 1,601 | $438.2K | 0.32% | +101+6.7% | Added |
| TCI Wealth Advisors, Inc. | 1,612 | $441.4K | 0.04% | +212+15.1% | Added |
| CVA Family Office, LLC | 1,614 | $441.8K | 0.07% | +132+8.9% | Added |
| Accredited Investors Inc. | 1,618 | $442.9K | 0.03% | +689+74.2% | Added |
| Private Portfolio Partners LLC | 1,619 | $443.1K | 0.08% | +1,619 | New |
| Revolve Wealth Partners, LLC | 1,622 | $444.0K | 0.07% | −188−10.4% | Reduced |
| Convergence Investment Partners, LLC | 1,622 | $444.0K | 0.12% | −45−2.7% | Reduced |
| Tobam | 1,625 | $445.0K | 0.08% | −144−8.1% | Reduced |
| V2 Financial group LLC | 1,628 | $445.6K | 0.29% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,634 | $447.2K | 0.11% | +102+6.7% | Added |
| American National Bank | 1,635 | $447.5K | 0.05% | −22−1.3% | Reduced |
| Richardson Financial Services Inc. | 1,742 | $448.1K | 0.28% | +16+0.9% | Added |
| Proficio Capital Partners LLC | 1,638 | $448.4K | 0.04% | −426−20.6% | Reduced |
| Verdad Advisers, LP | 1,642 | $449.4K | 0.60% | +1,642 | New |
| Aveo Capital Partners, LLC | 1,645 | $450.3K | 0.05% | +166+11.2% | Added |
| LBMC Investment Advisors, LLC | 1,646 | $450.5K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,647 | $450.8K | 0.05% | −373−18.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,649 | $451.3K | 0.09% | −47−2.8% | Reduced |
| Hyperion Partners, LLC | 1,651 | $451.9K | 0.29% | −9−0.5% | Reduced |
| Beacon Financial Group | 1,651 | $452.0K | 0.05% | −160−8.8% | Reduced |
| SlateStone Wealth, LLC | 1,653 | $452.0K | 0.04% | −20−1.2% | Reduced |
| Cottage Street Advisors LLC | 1,652 | $452.0K | 0.25% | −125−7.0% | Reduced |