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 |
|---|---|---|---|---|---|
| Legacy Edge Advisors, LLC | 1,653 | $452.4K | 0.07% | −18−1.1% | Reduced |
| GYL Financial Synergies, LLC | 1,667 | $456.2K | 0.03% | −2−0.1% | Reduced |
| Pioneer Wealth Management Group | 1,668 | $456.5K | 0.22% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,683 | $460.0K | 0.18% | −3−0.2% | Reduced |
| New Republic Capital, LLC | 1,684 | $461.5K | 0.26% | −872−34.1% | Reduced |
| Wedge Capital Management L L P | 1,693 | $463.4K | 0.01% | −26−1.5% | Reduced |
| Copley Financial Group, Inc. | 1,693 | $463.4K | 0.42% | +1,693 | New |
| Sunpointe, LLC | 1,695 | $464.7K | 0.38% | −84−4.7% | Reduced |
| Farrell Financial LLC | 1,444 | $464.9K | 0.33% | +1+0.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,710 | $468.0K | 0.37% | −109−6.0% | Reduced |
| Northwest & Ethical Investments L.P. | 1,710 | $468.0K | 0.01% | +807+89.4% | Added |
| Seeds Investor LLC | 1,714 | $469.2K | 0.18% | +282+19.7% | Added |
| United Advisor Group, LLC | 1,715 | $469.4K | 0.11% | +838+95.6% | Added |
| Cedar Wealth Management, LLC | 1,716 | $469.7K | 0.15% | 00.0% | Unchanged |
| JB Capital LLC | 1,716 | $469.7K | 0.03% | −815−32.2% | Reduced |
| Seven Mile Advisory | 1,723 | $471.6K | 0.31% | +278+19.2% | Added |
| J. W. Coons Advisors, LLC | 1,728 | $473.0K | 0.12% | +26+1.5% | Added |
| Encompass Wealth Advisors, LLC | 1,731 | $473.7K | 0.12% | −242−12.3% | Reduced |
| Howland Capital Management LLC | 1,729 | $473.9K | 0.02% | +64+3.8% | Added |
| First Financial Corp | 1,732 | $474.1K | 0.23% | −71−3.9% | Reduced |
| One Wealth Advisors, LLC | 1,730 | $474.2K | 0.07% | +6+0.3% | Added |
| Stokes Family Office, LLC | 1,736 | $475.3K | 0.05% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 1,738 | $475.7K | 0.14% | +100+6.1% | Added |
| Brown Financial Advisors | 1,739 | $476.0K | 0.20% | +1,739 | New |
| Semus Wealth Partners LLC | 1,740 | $476.4K | 0.33% | −83−4.6% | Reduced |
| IVC Wealth Advisors LLC | 1,741 | $476.5K | 0.26% | −525−23.2% | Reduced |
| Aspire Capital Advisors LLC | 1,749 | $478.8K | 0.14% | +17+1.0% | Added |
| Everpar Advisors LLC | 1,752 | $479.5K | 0.25% | −119−6.4% | Reduced |
| Trilogy Capital Inc. | 1,756 | $480.6K | 0.02% | +162+10.2% | Added |
| Silvercrest Asset Management Group LLC | 1,756 | $480.6K | 0.00% | +238+15.7% | Added |
| Waters Parkerson & Co., LLC | 1,757 | $481.0K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,763 | $483.1K | 0.14% | +177+11.2% | Added |
| Pinnacle Bancorp, Inc. | 1,767 | $483.6K | 0.13% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 1,772 | $485.0K | 0.09% | +936+112.0% | Added |
| Centurion Wealth Management LLC | 1,773 | $485.2K | 0.15% | +1,773 | New |
| Pacific Sage Partners, LLC | 1,773 | $485.3K | 0.12% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 1,777 | $486.4K | 0.01% | +132+8.0% | Added |
| Patron Partners Advisors, LLC | 1,793 | $490.8K | 0.27% | −87−4.6% | Reduced |
| Tennessee Valley Asset Management Partners | 1,798 | $492.2K | 0.08% | −32−1.7% | Reduced |
| True North Advisors, LLC | 1,803 | $493.4K | 0.13% | −18−1.0% | Reduced |
| Oxford Financial Group Ltd | 1,803 | $493.5K | 0.03% | −537−22.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,810 | $495.4K | 0.16% | +28+1.6% | Added |
| Balanced Rock Investment Advisor | 1,811 | $495.7K | 0.39% | −40−2.2% | Reduced |
| Chaney Capital Management, Inc. | 1,814 | $496.5K | 0.28% | +3+0.2% | Added |
| Essex LLC | 1,814 | $496.5K | 0.10% | +60+3.4% | Added |
| ArrowMark Colorado Holdings LLC | 1,818 | $497.6K | 0.01% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,820 | $498.2K | 0.20% | −3−0.2% | Reduced |
| Leavell Investment Management, Inc. | 1,818 | $498.4K | 0.02% | −22−1.2% | Reduced |
| McDaniel Terry & Co | 1,823 | $499.0K | 0.04% | +1+0.1% | Added |
| Guardian Wealth Advisors, LLC | 1,828 | $500.3K | 0.05% | −58−3.1% | Reduced |
| Iams Wealth Management, LLC | 1,842 | $504.2K | 0.25% | −397−17.7% | Reduced |
| LVW Advisors, LLC | 1,846 | $505.3K | 0.06% | +20+1.1% | Added |
| Baxter Bros Inc | 1,847 | $505.5K | 0.07% | −57−3.0% | Reduced |
| Advus Financial Partners, LLC | 1,851 | $506.7K | 0.14% | −22−1.2% | Reduced |
| Saiph Capital, LLC | 1,851 | $506.7K | 0.24% | +4+0.2% | Added |
| First Heartland Consultants, Inc. | 1,851 | $507.0K | 0.05% | +496+36.6% | Added |
| Berry Wealth Group, LP | 1,855 | $507.7K | 0.36% | +6+0.3% | Added |
| Arcataur Capital Management LLC | 1,855 | $507.7K | 0.17% | −5−0.3% | Reduced |
| Avalon Trust Co | 1,856 | $508.0K | 0.04% | −425−18.6% | Reduced |
| Geller Advisors LLC | 1,854 | $508.2K | 0.04% | +84+4.7% | Added |
| Raleigh Capital Management Inc. | 1,858 | $508.5K | 0.20% | +130+7.5% | Added |
| Financial Insights, Inc. | 1,865 | $510.5K | 0.16% | −1,701−47.7% | Reduced |
| Waypoint Wealth Partners Inc. | 1,870 | $511.8K | 0.14% | +325+21.0% | Added |
| PSI Advisors, LLC | 1,874 | $512.7K | 0.15% | +1+0.1% | Added |
| FFT Wealth Management LLC | 1,875 | $513.1K | 0.04% | +250+15.4% | Added |
| Brandywine Oak Private Wealth LLC | 1,876 | $513.5K | 0.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,889 | $517.0K | 0.11% | +137+7.8% | Added |
| SevenBridge Financial Group, LLC | 1,518 | $518.7K | 0.10% | +344+29.3% | Added |
| Fermata Advisors, LLC | 1,896 | $518.9K | 0.11% | +511+36.9% | Added |
| Sax Wealth Advisors, LLC | 1,899 | $519.8K | 0.05% | +962+102.7% | Added |
| Winthrop Advisory Group LLC | 1,899 | $520.5K | 0.06% | +1+0.1% | Added |
| Financial Engines Advisors L.L.C. | 1,905 | $522.0K | 0.00% | −7,646−80.1% | Reduced |
| Jeppson Wealth Management, LLC | 1,908 | $522.3K | 0.19% | +1+0.1% | Added |
| Elevated Capital Advisors, LLC | 1,909 | $522.5K | 0.14% | +1,909 | New |
| Telos Capital Management, Inc. | 1,911 | $522.9K | 0.05% | −229−10.7% | Reduced |
| Amussen Hunsaker Associates LLC | 1,916 | $524.4K | 0.08% | −7−0.4% | Reduced |
| Battery Global Advisors, LLC | 1,914 | $524.6K | 0.29% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 1,920 | $525.5K | 0.12% | +122+6.8% | Added |
| Northern Financial Advisors Inc | 1,923 | $526.3K | 0.40% | −101−5.0% | Reduced |
| Sage Private Wealth Group, LLC | 1,926 | $527.2K | 0.42% | +145+8.1% | Added |
| Alliance Wealth Advisors, LLC | 1,927 | $527.4K | 0.30% | +167+9.5% | Added |
| Root Financial Partners, LLC | 1,934 | $529.4K | 0.08% | +150+8.4% | Added |
| Copperleaf Capital, LLC | 1,941 | $531.3K | 0.41% | +74+4.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,946 | $532.6K | 0.21% | +752+63.0% | Added |
| Sumitomo Mitsui Financial Group, Inc. | 1,931 | $534.2K | 0.01% | −197−9.3% | Reduced |
| Peninsula Wealth, LLC | 1,839 | $534.9K | 0.09% | +114+6.6% | Added |
| Silver Coast Investments LLC | 1,955 | $535.1K | 0.20% | +40+2.1% | Added |
| Carson Advisory Inc. | 1,956 | $535.4K | 0.34% | +18+0.9% | Added |
| Waterloo Capital, L.P. | 1,962 | $537.0K | 0.06% | +429+28.0% | Added |
| Long Run Wealth Advisors, LLC | 1,962 | $537.0K | 0.13% | +1,962 | New |
| Capital Performance Advisors LLP | 1,963 | $537.3K | 0.16% | +260+15.3% | Added |
| Cypress Point Wealth Management, LLC | 1,963 | $537.3K | 0.21% | +87+4.6% | Added |
| FNY Investment Advisers, LLC | 1,966 | $538.0K | 0.26% | +1,966 | New |
| Focused Wealth Management, Inc | 1,966 | $538.1K | 0.07% | +83+4.4% | Added |
| Hilltop National Bank | 1,968 | $538.7K | 0.16% | −34−1.7% | Reduced |
| D'Orazio & Associates, Inc. | 1,969 | $539.0K | 0.08% | −2−0.1% | Reduced |
| Connecticut Wealth Management, LLC | 1,971 | $539.5K | 0.03% | −22−1.1% | Reduced |
| Intrua Financial, LLC | 1,978 | $541.5K | 0.09% | +92+4.9% | Added |
| TFB Advisors LLC | 1,986 | $543.6K | 0.16% | +63+3.3% | Added |
| Northwest Financial Advisors | 1,986 | $543.6K | 0.43% | −16−0.8% | Reduced |