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 |
|---|---|---|---|---|---|
| SPC Financial, Inc. | 1,995 | $546.1K | 0.05% | +71+3.7% | Added |
| Traveka Wealth, LLC | 1,996 | $546.2K | 0.28% | +77+4.0% | Added |
| Latko Wealth Management, Ltd. | 2,000 | $547.0K | 0.33% | +2,000 | New |
| Grace & Mercy Foundation, Inc. | 2,000 | $547.4K | 0.12% | −5,500−73.3% | Reduced |
| Alley Investment Management Company, LLC | 2,000 | $547.4K | 0.07% | −3−0.1% | Reduced |
| Phillips Wealth Planners LLC | 1,886 | $548.6K | 0.53% | +328+21.1% | Added |
| Heartland Bank & Trust Co | 2,014 | $551.3K | 0.30% | −130−6.1% | Reduced |
| Beaumont Financial Advisors, LLC | 2,020 | $553.0K | 0.04% | −563−21.8% | Reduced |
| Bigelow Investment Advisors, LLC | 2,022 | $553.4K | 0.25% | +143+7.6% | Added |
| Roberts Glore & Co Inc | 2,024 | $554.0K | 0.16% | −75−3.6% | Reduced |
| Tyche Wealth Partners LLC | 2,029 | $555.2K | 0.13% | −56−2.7% | Reduced |
| New Century Financial Group, LLC | 2,038 | $557.8K | 0.20% | +1,248+158.0% | Added |
| Boston Trust Walden Corp | 2,039 | $558.1K | 0.00% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 2,041 | $558.6K | 0.44% | −100−4.7% | Reduced |
| SFM, LLC | 2,042 | $559.0K | 0.42% | −4−0.2% | Reduced |
| Lakeview Capital Partners, LLC | 2,050 | $561.2K | 0.09% | −90−4.2% | Reduced |
| Global Assets Advisory, LLC | 2,072 | $561.3K | 0.31% | +2,072 | New |
| Addison Advisors LLC | 2,052 | $561.7K | 0.16% | +177+9.4% | Added |
| Eqis Capital Management, Inc. | 2,066 | $565.4K | 0.05% | −1,921−48.2% | Reduced |
| Altfest L J & Co Inc | 2,074 | $568.0K | 0.08% | −181−8.0% | Reduced |
| White Pine Capital LLC | 2,077 | $568.5K | 0.19% | +113+5.8% | Added |
| Synergy Financial Group, LTD | 2,077 | $568.6K | 0.54% | +120+6.1% | Added |
| FF Advisors,LLC | 1,955 | $570.2K | 0.37% | 00.0% | Unchanged |
| 626 Financial, LLC | 2,085 | $570.6K | 0.32% | −229−9.9% | Reduced |
| Eagle Strategies LLC | 2,086 | $570.9K | 0.10% | −4,447−68.1% | Reduced |
| Laffer Tengler Investments | 2,086 | $571.0K | 0.12% | −53−2.5% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,093 | $572.8K | 0.12% | −10.0% | Reduced |
| Cedrus LLC | 2,096 | $573.7K | 0.21% | +157+8.1% | Added |
| Ramiah Investment Group | 2,100 | $574.8K | 0.54% | −537−20.4% | Reduced |
| ORG Wealth Partners, LLC | 2,111 | $577.8K | 0.19% | +2,111 | New |
| Peterson Wealth Services | 2,116 | $579.1K | 0.18% | +101+5.0% | Added |
| LRI Investments, LLC | 24,968 | $579.1K | 0.06% | +23,418+1,510.8% | Added |
| Western Pacific Wealth Management, LP | 2,116 | $579.2K | 0.39% | −2,573−54.9% | Reduced |
| Centiva Capital, LP | 2,133 | $583.8K | 0.03% | −912−30.0% | Reduced |
| Marino, Stram & Associates LLC | 2,137 | $585.0K | 0.13% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 2,140 | $585.7K | 0.13% | +145+7.3% | Added |
| H&H Retirement Design & Management INC | 2,035 | $586.8K | 0.35% | +489+31.6% | Added |
| Apollon Financial, LLC | 2,147 | $587.6K | 0.17% | +20+0.9% | Added |
| Brio Consultants, LLC | 2,149 | $588.2K | 0.09% | +141+7.0% | Added |
| Confluence Wealth Services, Inc. | 2,154 | $589.4K | 0.04% | −358−14.3% | Reduced |
| Fort Point Capital Partners LLC | 2,158 | $590.7K | 0.07% | +21+1.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,160 | $591.2K | 0.06% | +117+5.7% | Added |
| RAM Investment Partners, LLC | 2,163 | $592.0K | 0.15% | +27+1.3% | Added |
| WBH Advisory Inc | 2,164 | $592.4K | 0.06% | −123−5.4% | Reduced |
| Beacon Financial Advisory LLC | 2,172 | $594.5K | 0.20% | +525+31.9% | Added |
| Verdence Capital Advisors LLC | 2,174 | $595.0K | 0.05% | +219+11.2% | Added |
| Wilson & Boucher Capital Management, LLC | 2,175 | $595.3K | 0.41% | +850+64.2% | Added |
| Montag A & Associates Inc | 2,173 | $595.6K | 0.03% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 2,192 | $600.0K | 0.06% | +25+1.2% | Added |
| Headinvest, LLC | 2,194 | $600.5K | 0.11% | −15−0.7% | Reduced |
| Avidian Wealth Solutions, LLC | 2,202 | $602.8K | 0.03% | +673+44.0% | Added |
| Capital Investment Advisory Services, LLC | 2,204 | $603.3K | 0.06% | −17−0.8% | Reduced |
| Good Life Advisors, LLC | 2,216 | $606.7K | 0.04% | +581+35.5% | Added |
| Relyea Zuckerberg Hanson LLC | 2,218 | $607.1K | 0.09% | +265+13.6% | Added |
| Westover Capital Advisors, LLC | 2,223 | $608.5K | 0.12% | −240−9.7% | Reduced |
| Magnus Financial Group LLC | 2,234 | $611.4K | 0.06% | −333−13.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 2,239 | $612.8K | 0.03% | +43+2.0% | Added |
| Crumly & Associates Inc. | 2,244 | $614.2K | 0.17% | +10+0.4% | Added |
| 17 Capital Partners, LLC | 2,252 | $616.4K | 0.40% | +10+0.4% | Added |
| Advisory Alpha, LLC | 2,252 | $616.6K | 0.02% | +408+22.1% | Added |
| Covenant Partners, LLC | 2,258 | $618.0K | 0.18% | +257+12.8% | Added |
| Berger Financial Group, Inc | 2,267 | $620.6K | 0.04% | +116+5.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 2,271 | $621.5K | 0.13% | −374−14.1% | Reduced |
| Pegasus Partners Ltd. | 2,272 | $621.9K | 0.06% | +270+13.5% | Added |
| Truvestments Capital LLC | 2,276 | $622.9K | 0.17% | +349+18.1% | Added |
| Cornerstone Wealth Group, LLC | 2,284 | $625.2K | 0.05% | −107−4.5% | Reduced |
| Accel Wealth Management | 2,284 | $625.2K | 0.23% | +40+1.8% | Added |
| Duncan Williams Asset Management, LLC | 2,294 | $627.9K | 0.35% | +2,294 | New |
| Ausdal Financial Partners, Inc. | 2,296 | $628.4K | 0.07% | +342+17.5% | Added |
| Cascades Capital Asset Management, LLC | 2,302 | $630.0K | 0.35% | +2,302 | New |
| Laidlaw Wealth Management LLC | 2,302 | $630.1K | 0.31% | −8−0.3% | Reduced |
| Parkside Advisors LLC | 2,299 | $630.2K | 0.15% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,316 | $633.9K | 0.19% | −82−3.4% | Reduced |
| Investors Research Corp | 2,317 | $634.2K | 0.14% | 00.0% | Unchanged |
| PFG Advisors | 2,331 | $638.1K | 0.04% | −83−3.4% | Reduced |
| RFG Holdings, Inc. | 2,338 | $640.5K | 0.23% | +310+15.3% | Added |
| Joel Isaacson & Co., LLC | 2,349 | $643.0K | 0.03% | +346+17.3% | Added |
| Zullo Investment Group, Inc. | 2,350 | $643.4K | 0.27% | +60+2.6% | Added |
| Global Trust Asset Management, LLC | 2,351 | $643.5K | 0.24% | −186−7.3% | Reduced |
| Gabelli Funds LLC | 2,355 | $644.6K | 0.00% | −50−2.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,363 | $646.8K | 0.15% | +96+4.2% | Added |
| B&L Asset Management LLC | 2,369 | $648.4K | 0.41% | +2,369 | New |
| Trueblood Wealth Management, LLC | 2,376 | $650.4K | 0.33% | +49+2.1% | Added |
| Childress Capital Advisors, LLC | 2,382 | $652.0K | 0.18% | +143+6.4% | Added |
| Holderness Investments Co | 2,386 | $653.1K | 0.14% | +13+0.5% | Added |
| Sierra Capital LLC | 2,390 | $654.0K | 0.08% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 2,390 | $654.2K | 0.01% | −946−28.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 2,390 | $654.2K | 0.14% | +10+0.4% | Added |
| Blackhawk Capital Partners LLC. | 2,393 | $655.0K | 0.35% | −43−1.8% | Reduced |
| Alera Investment Advisors, LLC | 2,398 | $656.4K | 0.08% | +213+9.7% | Added |
| Moss Adams Wealth Advisors LLC | 2,397 | $657.0K | 0.07% | +683+39.8% | Added |
| Studio Investment Management LLC | 2,401 | $658.1K | 0.14% | +41+1.7% | Added |
| Magnolia Capital Advisors LLC | 2,406 | $658.6K | 0.33% | +13+0.5% | Added |
| Heritage Wealth Management, Inc. | 2,423 | $663.2K | 0.22% | 00.0% | Unchanged |
| Ewa, LLC | 2,001 | $663.6K | 0.24% | +33+1.7% | Added |
| City State Bank | 2,433 | $665.9K | 0.24% | 00.0% | Unchanged |
| NVWM, LLC | 2,565 | $666.7K | 0.17% | +36+1.4% | Added |
| Drive Wealth Management, LLC | 2,433 | $667.0K | 0.17% | −153−5.9% | Reduced |
| Worth Financial Advisory Group, LLC | 2,438 | $667.3K | 0.39% | +76+3.2% | Added |
| Hartford Funds Management Co LLC | 2,450 | $670.7K | 0.06% | +217+9.7% | Added |